Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 454,180 $102M 5.76% -39,360 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 417,994 $94.2M 0.01% -986,874 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 343,740 $77.5M 0.2% -43,377 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 308,585 $69.5M 0.02% +12,998 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 259,283 $58.4M <0.01% +18,708 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 238,503 $53.7M -5,529 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 226,706 $51.1M 0.01% -13,146 13F-HR/A Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 225,065 $50.7M 0.04% -23,557 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 172,265 $38.8M 0.01% +4,961 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 170,321 $38.4M 0.6% +7,477 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 126,745 $28.6M +17,157 Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 100,000 $22.5M 0.87% -6,700 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 90,452 $20.4M <0.01% -7,085 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 89,211 $20.1M 0.02% -32,407 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 72,773 $16.4M 0.06% +3,446 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 72,046 $16.2M 0.01% +3,030 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 68,141 $15.2M 0.02% -1,105 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 62,938 $14.2M 0.67% -430 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 57,276 $12.6M <0.01% +1,024 13F-HR/A Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 53,997 $12.2M 0.1% +26,073 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 45,037 $10.1M 0.01% -767 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 42,492 $9.58M 0.32% +5,579 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 41,618 $9.38M 2.34% -2,266 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 40,621 $9.15M 0.02% +643 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 40,162 $9.05M 0.01% +2,955 13F-HR Timeline Group Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 38,836 $8.75M 0.32% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 37,431 $8.43M 0.65% +8,238 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,218 $7.5M 0.01% -6,223 13F-HR Timeline Group Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 31,033 $6.99M 4.66% -1,391 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 30,340 $6.84M 0.05% -335 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 28,978 $6.67M 0.45% +3,140 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 28,475 $6.42M 0.57% +44 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 28,403 $6.4M 0.2% +2,905 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 24,924 $5.62M <0.01% -692 13F-HR Timeline Group LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 23,376 $5.53M 1.25% -2 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 24,110 $5.43M 1.65% -1,937 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 23,816 $5.37M 0.1% +862 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,735 $5.35M 0.18% -280 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 22,543 $5.08M 0.67% -991 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,383 $5.04M 0.01% +4,081 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,289 $5.02M 0.01% -2,378 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 21,464 $4.84M 0.13% -940 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 21,438 $4.83M 1.02% -1,878 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 20,284 $4.57M 0.06% +984 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 20,080 $4.53M <0.01% +2,716 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 19,932 $4.49M 0.01% -5,770 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 19,898 $4.48M <0.01% -4,539 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 19,202 $4.33M 0.39% -858 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 19,143 $4.31M 0.01% -338 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 17,056 $3.84M 0.18% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 16,806 $3.79M 1.21% +249 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,543 $3.73M 0.01% +13,575 13F-HR/A Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 16,499 $3.72M 2.17% -209 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 16,395 $3.69M <0.01% +3,495 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 16,217 $3.65M 0.63% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,389 $3.47M 0.02% +2,596 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,098 $3.4M 0.04% -620 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,508 $3.27M 0.02% +56 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,043 $3.16M 0.14% -147 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,827 $3.12M 0.01% -1,160 13F-HR/A Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,700 $3.1M 0.05% +40 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,715 $3.09M <0.01% +3,056 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,551 $3.05M 0.01% +878 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,369 $3.01M <0.01% -1,491 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,825 $2.89M 0.01% -1,950 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 11,549 $2.6M 1.04% new 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 11,548 $2.6M 1.06% new 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 11,495 $2.59M 2.47% -200 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,423 $2.57M 0.01% -8,191 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 11,116 $2.5M +8,940 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,085 $2.44M 0.01% -1,217 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,747 $2.42M <0.01% +6,719 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,458 $2.36M 0.11% +108 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 10,398 $2.34M 0.26% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 10,087 $2.27M 0.78% -195 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 10,043 $2.26M 1.53% +125 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 9,889 $2.23M 0.42% -336 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,887 $2.23M 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,745 $2.2M 0.06% -346 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,583 $2.16M 0.02% +59 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 9,391 $2.12M 0.61% -156 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 9,118 $2.05M 0.83% -3,384 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 8,789 $1.98M +158 Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 8,663 $1.95M 0.19% -2,145 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,614 $1.94M 0.14% -106 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,219 $1.85M <0.01% +200 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,362 $1.84M <0.01% +3,361 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,745 $1.75M 0.1% -129 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 7,537 $1.7M 1.47% -755 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 7,499 $1.69M 0.21% -87 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 7,354 $1.66M 0.99% +72 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 7,240 $1.65M 0.2% 0 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 7,307 $1.65M 0.46% -968 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,162 $1.61M <0.01% -234 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 6,844 $1.54M 0.35% +367 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 6,809 $1.53M 0.51% -80 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,803 $1.53M <0.01% +118 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,319 $1.42M 0.01% +27 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 6,202 $1.4M 0.21% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,180 $1.39M 0.03% new 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,138 $1.38M 0.07% -1,039 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,089 $1.37M <0.01% +729 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,074 $1.37M <0.01% +580 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 6,054 $1.36M <0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,665 $1.28M 0.15% +1,363 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,615 $1.27M 0.01% +1 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,571 $1.26M 0.03% -474 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 5,446 $1.23M 0.54% +616 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,297 $1.19M 0.02% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,175 $1.17M 0.03% +1 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,168 $1.16M 0.76% -50 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,895 $1.16M 0.53% -268 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,022 $1.13M <0.01% -66 13F-HR Timeline Group AF Advisors, Inc. More: the full row for AF Advisors, Inc. 5,017 $1.13M 0.63% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,997 $1.13M 0.01% -236 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,945 $1.11M 0.01% 0 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,918 $1.11M 0.08% -50 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,860 $1.1M 0.01% -125 13F-HR Timeline Group BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,853 $1.09M 0.24% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,540 $1.02M 0.01% +477 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,243 $996K 0.73% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,336 $977K 0.01% +2,085 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,318 $973K 0.02% +74 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,317 $973K 0.02% -525 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,308 $971K 0.1% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,304 $970K 0.1% +684 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,263 $961K +1,368 Timeline Bonfire Financial More: the full row for Bonfire Financial 4,194 $945K 0.71% -1,221 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,195 $945K <0.01% -63 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,155 $936K 0.17% -162 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,153 $936K 0.21% +2 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 3,992 $900K 1.38% -22 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,912 $882K 0.01% -85 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,890 $877K 0.01% -40 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,870 $872K <0.01% +39 13F-HR Timeline Group City State Bank More: the full row for City State Bank 3,834 $864K 0.22% -70 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,826 $862K 0.1% -20 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,818 $861K 0.25% +14 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,790 $854K <0.01% +2,005 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,776 $852K 0.4% +9 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,764 $848K 0.01% -728 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,690 $832K 0.01% +356 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,675 $828K 0.04% -13 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,544 $799K <0.01% +208 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,384 $773K 0.06% -327 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,405 $767K 0.02% -89 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,368 $759K 0.15% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,343 $753K <0.01% +133 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 3,249 $732K 0.06% -10 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,243 $731K 0.01% +78 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,229 $728K 0.02% -482 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,224 $727K 0.01% +10 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,217 $725K 0.01% +6 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,208 $723K 0.02% +1,241 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,144 $709K 0.01% -228 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,134 $706K <0.01% +1,316 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,066 $691K 0.06% +460 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,053 $688K <0.01% +251 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 3,008 $678K 0.05% -1,120 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,000 $676K 0.03% +179 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,989 $674K 0.01% 0 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,986 $673K 0.36% +9 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,949 $665K 0.26% -351 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,808 $664K 0.14% -41 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,838 $640K <0.01% +705 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,788 $637K 0.01% -881 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,804 $632K 0.03% -2 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,746 $624K 0.01% +2 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,768 $624K <0.01% +449 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,749 $620K <0.01% +192 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 2,685 $605K 0.49% -1 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,673 $602K <0.01% +509 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,637 $594K 0.02% -101 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,533 $571K 0.27% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,507 $565K 0.01% +221 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,503 $564K 0.01% -111 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 2,334 $548K 0.1% -4 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,391 $545K 0.02% -1,580 13F-HR Timeline North Forty Two & Co. 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