BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,488,541 $539M 0.04% +3,389 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 479,965 $174M 0.01% -38,228 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 406,182 $147M 0.01% +20,528 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 385,736 $140M 0.03% +38,045 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 366,911 $133M 2.74% +66,554 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 354,277 $128M 0.03% -47,454 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 341,169 $124M 6.37% +228,426 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 220,005 $79.7M 0.03% +48,162 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 207,336 $75.1M -33,130 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 202,336 $73.3M 0.05% +985 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 183,029 $66.3M 0.02% +3,198 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 122,349 $44.3M 0.04% -9,136 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 118,349 $42.9M 0.01% +21,549 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 85,565 $31M 1.04% +2,272 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 80,114 $30.7M 0.07% -4,124 13F-HR/A Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 80,700 $29.2M 0.65% +28,967 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 77,743 $28.2M 0.44% +3,421 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 75,008 $27.2M 0.01% +23,106 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 68,180 $24.7M 0.06% -979 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 67,152 $24.3M 0.08% -15,201 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. 63,756 $23.1M 0.01% -808 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 55,601 $20.1M 0.03% -13,790 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 52,773 $19.1M 0.68% -14,027 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 51,458 $18.6M 1.08% -994 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 47,118 $17.1M 0.03% +5,900 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 45,478 $16.5M 0.02% -4,647 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 43,497 $15.8M 0.08% -3,144 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 41,026 $14.9M -4,738 Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 40,938 $14.8M 0.04% +13,692 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 35,023 $12.7M 5.3% -115 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 33,020 $12M 3.81% -382 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 32,677 $11.8M 0.02% -1,300 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,220 $11.7M 0.04% -2,484 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,052 $11.6M 0.02% -25,702 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 30,298 $11M 0.3% +1,846 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 29,696 $10.8M 0.29% +736 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 29,655 $10.7M 2.44% -2,178 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 29,487 $10.6M 5.91% -590 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 28,050 $10.2M 0.01% -5,550 13F-HR Timeline Group Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 27,449 $9.95M 1.48% +1,739 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 25,201 $9.18M 0.21% +5,295 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 25,300 $9.17M 0.1% 0 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 24,749 $8.97M 0.21% -738 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 24,175 $8.76M 1.71% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 22,804 $8.26M 0.02% +9,768 13F-HR Timeline Group Polianta Ltd More: the full row for Polianta Ltd 22,100 $8.01M 3.45% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 21,826 $7.91M 1.47% +295 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 21,531 $7.8M 1.96% +536 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 20,044 $7.26M 2.4% -247 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,890 $7.21M 0.02% -309 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,720 $7.15M 0.01% +269 13F-HR/A Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 19,390 $7.02M 3.79% -554 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 18,973 $6.87M 4.5% +7,684 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 17,803 $6.45M 0.3% +2,659 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 17,114 $6.2M -333 Timeline Bonfire Financial More: the full row for Bonfire Financial 16,075 $5.82M 4.78% +597 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 15,687 $5.68M 0.19% -1,399 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,479 $5.61M 0.04% +1,628 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 14,980 $5.43M 0.21% +14,892 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13,990 $5.14M 0.51% -354 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,104 $5.11M 0.1% -331 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 14,050 $5.09M 2.85% -1,535 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 13,973 $5.06M 0.06% +6,338 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,929 $5.05M 0.06% -21 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,442 $4.87M 0.03% -1,186 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 12,828 $4.65M 1.03% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,484 $4.52M 0.01% +965 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 12,476 $4.52M 2.52% -424 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 12,269 $4.45M 0.54% -4,950 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,254 $4.44M 1.09% -556 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 11,290 $4.09M <0.01% -9,965 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 10,763 $3.9M 3.52% -7,209 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,751 $3.9M <0.01% -59 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 10,658 $3.86M 2.39% +2,876 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,648 $3.86M 0.09% -3,203 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,340 $3.75M 0.33% -43 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,091 $3.66M 0.02% +7,884 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 9,988 $3.62M 0.89% -749 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,936 $3.6M 0.04% +3,286 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,874 $3.58M <0.01% +923 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,800 $3.55M 0.05% +223 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,556 $3.46M <0.01% +894 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,490 $3.44M <0.01% +726 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,480 $3.43M 0.03% +33 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 9,406 $3.41M 0.44% +9 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9,304 $3.37M 1.02% +9,058 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,904 $3.23M 1.44% +313 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,750 $3.19M 0.15% -3,604 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,447 $3.12M 0.01% +524 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,581 $3.11M 0.11% -47 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 8,556 $3.1M 0.8% +30 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,491 $3.09M <0.01% -1,724 13F-HR Timeline Group Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 8,463 $3.07M 1.31% +194 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 8,404 $3.04M 0.29% -4,775 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,170 $2.96M +1,270 Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7,872 $2.85M 0.28% -2,118 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 7,741 $2.8M 0.01% -1,144 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,604 $2.76M -2,314 Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,398 $2.68M 0.04% -79 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 7,372 $2.67M 0.75% -173 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 7,242 $2.6M 0.76% -78 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 7,030 $2.55M 0.83% +309 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 6,922 $2.51M 0.13% +5 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,747 $2.44M 0.01% +1,465 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,609 $2.39M 0.01% -12,090 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,602 $2.39M 0.02% +3,815 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,551 $2.37M 0.09% -1,579 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,547 $2.37M 0.07% -42 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 6,471 $2.37M 0.58% -64 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,443 $2.33M <0.01% -10,853 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 6,410 $2.32M 0.11% +5,232 13F-HR/A Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,359 $2.3M 0.2% -707 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,199 $2.25M 0.01% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,947 $2.15M 0.06% -117 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,865 $2.13M 0.14% -2,098 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,843 $2.12M 0.02% +123 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,539 $2.01M 0.03% -143 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 5,487 $2M 0.21% +115 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,489 $2M 0.01% +739 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,387 $1.95M 0.13% -95 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,377 $1.95M 0.01% +2 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,346 $1.94M 0.13% -236 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,185 $1.88M 0.08% -49 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,118 $1.85M 0.02% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,084 $1.84M 0.01% +643 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,061 $1.83M 0.05% -3,737 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 5,050 $1.83M +103 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 4,795 $1.74M <0.01% -495 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,735 $1.72M 0.28% -37 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,669 $1.69M 1.51% 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,585 $1.68M 0.7% +16 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,623 $1.68M 0.04% +1,893 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,618 $1.67M 0.01% +678 13F-HR/A Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,474 $1.65M 0.04% -220 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,446 $1.61M 0.02% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,432 $1.61M 0.04% +106 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,394 $1.59M 0.02% 0 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,370 $1.58M 0.1% +6 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,358 $1.58M 1.12% 0 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 3,021 $1.56M 0.28% new 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 4,308 $1.56M 0.89% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,269 $1.55M 0.86% -133 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 4,199 $1.52M 0.54% -9 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,133 $1.5M 0.04% -420 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,035 $1.46M 0.84% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,912 $1.42M <0.01% -236 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,831 $1.39M 0.01% +333 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,789 $1.37M 0.51% -12 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,727 $1.35M 0.1% -174 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,660 $1.33M 0.65% +1 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,626 $1.31M <0.01% +150 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,616 $1.31M 0.55% +579 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,555 $1.29M 0.33% +32 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,542 $1.28M 0.09% -252 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,524 $1.28M 0.06% +60 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,510 $1.27M 0.02% -356 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,456 $1.25M 0.08% -290 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,442 $1.25M 0.03% +340 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,415 $1.24M 0.14% -246 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,409 $1.24M 0.01% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,398 $1.23M <0.01% -312 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 3,384 $1.23M -2,413 Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,338 $1.21M 0.5% -301 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,314 $1.2M 0.02% +1 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,236 $1.2M 0.09% +524 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 3,227 $1.17M 1.02% -77 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,222 $1.17M 0.33% +225 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,207 $1.16M 0.17% +2,591 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,114 $1.13M 0.57% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,099 $1.12M 0.36% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,064 $1.11M <0.01% -3,462 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,062 $1.11M <0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. 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