BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,643,615 $652M 0.04% +88,865 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 426,270 $169M 0.01% +9,713 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 418,982 $166M 0.01% -14,158 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 407,202 $162M 2.02% +11,077 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 346,138 $137M -2,464 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 323,099 $128M 0.02% -15,360 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 203,108 $80.6M 0.02% -16,842 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 184,624 $73.2M 0.04% +1,160 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 161,278 $64M 0.66% +160,121 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 160,454 $63.6M 3.85% -25,553 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 143,844 $57M 0.02% +10,717 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 119,582 $47.4M 0.01% -2,725 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 112,833 $44.8M 0.04% -161 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 89,699 $35.6M 1.06% +3,213 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 89,614 $35.5M 0.13% +1,434 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 87,969 $34.9M 0.05% -6 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 80,700 $32M 0.72% -12,000 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 79,616 $31.6M 0.06% +1,881 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 77,411 $30.7M 0.01% +9,336 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 75,926 $30.1M 0.01% -1,994 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 70,456 $27.9M +22,017 Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 54,248 $21.5M 0.11% +46,126 13F-HR/A Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 53,858 $21.4M 0.05% +6,642 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 51,922 $20.6M 0.02% +601 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 50,104 $19.9M 0.01% -1,448 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 49,801 $19.8M 0.06% -1,560 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 49,202 $19.5M 0.21% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 46,394 $18.4M 0.2% +46,124 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 42,447 $16.8M 0.02% -4,177 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 39,402 $15.6M 0.02% -77 13F-HR Timeline Group Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 38,530 $15.3M 5.35% +848 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 37,305 $14.8M 0.03% -7,454 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 37,218 $14.8M 0.15% -851 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 36,002 $14.3M 0.43% -1,279 13F-HR Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 31,726 $12.6M 3.23% -551 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 31,351 $12.4M 0.02% -2,348 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 31,085 $12.3M 0.03% -831 13F-HR/A Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 30,183 $12M 2.05% +1,259 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 28,470 $11.3M 0.29% -631 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 28,055 $11.1M 2.48% +399 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,379 $10.9M 0.01% -12,587 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 25,005 $9.92M 1.53% +550 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 23,716 $9.41M 0.01% +1,202 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 23,585 $9.35M 0.19% -198 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,431 $9.29M 0.01% +486 13F-HR Timeline Group SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 22,845 $9.06M 5.09% +1,020 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 21,481 $8.52M 1.12% -45 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 20,915 $8.29M 3.67% +107 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 20,368 $8.08M 1.61% -363 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 20,100 $7.97M <0.01% new 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 19,595 $7.77M 2.62% +1,741 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,140 $7.59M 0.01% +110 13F-HR/A Timeline Group Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 18,552 $7.36M 6.27% -692 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 18,014 $7.14M 3.28% -286 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,250 $7.1M <0.01% +1,936 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,985 $6.74M 0.01% +5,986 13F-HR Timeline Group Bonfire Financial More: the full row for Bonfire Financial 16,943 $6.72M 4.32% +888 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 16,609 $6.59M -179 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,298 $6.46M 0.06% +38 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,064 $6.37M 0.01% +2,779 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 15,006 $5.95M 0.17% +200 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,933 $5.92M 0.03% +3,316 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 14,205 $5.63M -2,100 Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13,651 $5.44M 0.45% -171 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 13,465 $5.34M +65 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,820 $5.08M 0.03% -515 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 12,820 $5.08M <0.01% +216 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 12,307 $4.88M <0.01% +118 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,296 $4.88M 0.97% +268 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 11,803 $4.68M 0.7% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,782 $4.67M 0.02% -763 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,643 $4.62M <0.01% -38 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,309 $4.49M 0.01% -1,110 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,135 $4.42M 0.08% -1,177 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,928 $4.33M <0.01% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 10,680 $4.24M 0.21% +167 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 10,201 $4.05M 2.16% +390 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 10,115 $4.01M 0.44% +116 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,970 $3.95M 0.18% +9,225 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,964 $3.95M <0.01% +131 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,398 $3.95M 0.01% +675 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 9,909 $3.93M 1.41% -106 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,538 $3.78M 0.06% -176 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,421 $3.74M 0.04% -143 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 8,972 $3.56M 0.02% +4,358 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,830 $3.5M 0.24% +338 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,770 $3.48M 0.02% -91 13F-HR Timeline Group Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 8,691 $3.45M 0.59% -13 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 8,509 $3.37M 1.05% +528 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,279 $3.28M 0.12% -132 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,177 $3.24M <0.01% +744 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 7,979 $3.16M 0.01% -402 13F-HR Timeline Group Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 7,741 $3.07M 0.21% 0 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 7,513 $2.98M 0.25% -15,069 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 7,434 $2.95M 0.63% -546 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,345 $2.91M 0.01% +411 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,277 $2.89M 1% -259 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7,162 $2.84M 0.65% -925 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,122 $2.84M 0.01% -30 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7,154 $2.84M 0.19% -372 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 7,100 $2.82M <0.01% -49,080 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,099 $2.82M 0.04% -5 13F-HR Timeline Group Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 7,091 $2.81M 1.46% -9,668 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,009 $2.78M <0.01% +214 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 6,930 $2.75M 0.75% -308 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,891 $2.73M 0.04% -243 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,860 $2.72M 0.06% +332 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,841 $2.71M 0.01% -299 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,828 $2.71M 0.02% +338 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 6,792 $2.69M 0.1% -37 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,758 $2.68M 0.12% +918 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 6,687 $2.65M 0.49% -165 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 6,616 $2.63M 0.53% -85 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,270 $2.61M 0.07% 0 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 6,358 $2.52M 0.25% -494 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,254 $2.48M 0.5% +574 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 6,179 $2.45M 0.53% -59 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,124 $2.43M 0.03% +34 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 6,038 $2.39M 0.6% -427 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,031 $2.39M 0.01% -1,013 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,922 $2.35M 0.01% +458 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 5,810 $2.3M 1.65% -95 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,732 $2.27M 0.01% +1 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,647 $2.24M 0.05% -46 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,400 $2.14M 0.01% +18 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,391 $2.14M 0.01% +90 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 5,227 $2.07M +1,339 Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,118 $2.03M 0.02% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,091 $2.02M 0.04% -173 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,035 $2M 0.79% +1,000 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,904 $1.94M 0.02% +15 13F-HR Timeline Group JM2 Capital Inc. More: the full row for JM2 Capital Inc. 4,874 $1.93M 1.33% +3 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,844 $1.92M 0.05% -38 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,661 $1.85M 0.07% -159 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,639 $1.84M 0.32% -1,686 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,638 $1.84M <0.01% +430 13F-HR Timeline Group Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,535 $1.8M 0.64% -30 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,451 $1.77M 0.02% +1 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 4,392 $1.74M 0.09% 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,308 $1.71M 0.98% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,117 $1.63M 0.02% -48 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 4,084 $1.62M 0.02% -283 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,079 $1.62M 0.04% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,999 $1.59M 0.03% +745 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,990 $1.58M 0.2% -338 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,824 $1.52M 0.01% +1,727 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,822 $1.52M 0.02% -28 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 3,811 $1.51M <0.01% -1 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,657 $1.45M 0.02% +1,538 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,639 $1.44M 0.39% -60 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,599 $1.43M 0.66% +1 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,599 $1.43M 0.99% +377 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 3,550 $1.41M 0.79% -17 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,509 $1.39M 0.01% +160 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,507 $1.39M 0.02% -151 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,495 $1.39M 0.03% -233 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,448 $1.37M 0.08% +19 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,440 $1.37M 0.02% -312 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,432 $1.36M <0.01% +1,294 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,426 $1.36M 0.07% -96 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,409 $1.35M 0.02% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,428 $1.35M 0.03% +742 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,402 $1.35M 0.02% -189 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,399 $1.35M 0.28% -32 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 3,393 $1.35M 0.39% -80 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,389 $1.34M 0.58% -70 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 3,326 $1.32M 1.18% -38 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,309 $1.31M 0.02% -676 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 3,165 $1.26M 0.09% -633 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,116 $1.24M 0.01% -10 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,116 $1.24M 0.01% +3,115 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,103 $1.23M 0.05% -57 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,098 $1.23M <0.01% -1,825 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,090 $1.23M 0.28% +104 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,076 $1.22M 0.01% -495 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,011 $1.19M 0.05% -153 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,985 $1.18M <0.01% +358 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,972 $1.18M 0.08% -454 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,939 $1.17M <0.01% -37 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,927 $1.16M <0.01% +756 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 2,911 $1.15M 0.81% 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,860 $1.13M 0.61% -4 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,808 $1.11M 0.01% -230 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,803 $1.11M 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,731 $1.08M 0.01% +253 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,646 $1.05M 0.14% -1 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,640 $1.05M 0.32% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,927 $1.05M 0.24% new 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 2,629 $1.04M 0.75% -274 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 2,619 $1.04M 0.02% +149 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,595 $1.03M 0.02% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,592 $1.03M <0.01% +629 13F-HR Timeline Group RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,584 $1.02M 0.38% -224 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,515 $998K 0.32% -162 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,509 $995K 0.05% +65 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,473 $981K 0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,463 $977K 0.04% +55 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,462 $975K 0.1% +177 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,457 $975K 0.02% -512 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,456 $974K 0.02% -67 13F-HR Timeline