BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,469,851 $582M 0.04% -18,690 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 463,862 $184M 0.01% -16,103 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 385,153 $153M 0.01% -21,029 13F-HR/A Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 366,035 $145M 2.18% -876 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 359,447 $142M 0.03% -26,289 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 338,521 $134M 0.03% -15,756 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 297,437 $118M 5.63% -43,732 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 250,890 $99.4M 0.03% +30,885 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 203,673 $80.7M 0.05% +1,337 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 179,220 $71M -28,116 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 124,584 $49.4M 0.02% +6,235 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 116,102 $46M 0.04% -6,247 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 112,165 $44.5M 0.01% -70,864 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 86,340 $34.2M 1.1% +775 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 84,528 $33.5M 0.07% +4,414 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 $31.9M 0.82% 0 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 76,776 $30.4M 0.12% +33,279 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 73,602 $29.2M 0.01% -1,406 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 69,447 $27.5M 0.07% +1,267 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 61,390 $24.3M 0.01% -2,366 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 59,486 $23.6M 0.08% -7,666 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 58,940 $23.3M 0.34% -18,803 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 58,757 $23.3M 0.04% +55,131 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 56,929 $22.6M 0.03% +1,328 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 49,164 $19.3M 0.03% +2,046 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 44,102 $17.5M 0.96% -7,356 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 43,348 $17.2M 0.58% -9,425 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 41,965 $16.6M 0.05% +1,027 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,054 $16.3M 0.02% +8,377 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 38,741 $15.3M 0.18% -2,285 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 36,690 $14.5M 0.02% -8,788 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 34,843 $13.8M 5.52% -180 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,749 $13.4M 0.04% +1,529 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 33,512 $13.3M 3.93% +492 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 30,410 $12M 0.31% +714 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 29,243 $11.6M 0.29% -1,055 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 29,212 $11.6M 2.42% -443 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 28,759 $11.3M 2.51% -728 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 25,805 $10.2M 0.01% +13,321 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 $10M 0.09% 0 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 24,175 $9.58M 1.72% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 23,871 $9.46M 0.21% -878 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,565 $9.34M 0.01% -8,487 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 21,396 $8.48M 1.36% -430 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20,835 $8.25M 0.02% -1,969 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 20,816 $8.25M 1.94% -715 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 20,600 $8.16M 3.36% -1,500 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 19,049 $7.55M 3.76% -341 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 18,984 $7.52M 0.31% +1,181 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 18,730 $7.42M 0.07% +4,801 13F-HR/A Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 18,672 $7.4M 4.67% -301 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,286 $7.24M 0.02% -1,604 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,356 $6.88M 0.01% +10,913 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 17,045 $6.75M -69 Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,183 $6.41M 0.01% +14,747 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 16,073 $6.37M 3.03% +2,023 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 16,016 $6.34M 4.87% -59 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 16,002 $6.34M 0.2% +315 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 15,386 $6.1M 0.21% +406 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 14,777 $5.85M 2.56% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,376 $5.69M 0.1% +272 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 14,102 $5.59M 0.05% +129 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13,940 $5.49M 0.49% -50 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 13,300 $5.27M 0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,246 $5.25M 0.03% -196 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 12,603 $4.99M 1.47% -7,441 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 12,458 $4.94M 0.98% -370 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,277 $4.86M 1.1% +23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,509 $4.57M <0.01% +3,018 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 11,235 $4.45M <0.01% -55 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 11,139 $4.41M +7,755 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,915 $4.32M <0.01% +164 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,749 $4.26M 0.09% +101 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,711 $4.24M 0.35% +371 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 10,350 $4.1M <0.01% +476 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,093 $4M 0.01% +2 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10,077 $3.99M 1.06% +773 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 9,803 $3.88M 2.29% -855 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,729 $3.85M 0.02% -5,750 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,638 $3.82M <0.01% +6,853 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 9,365 $3.71M 2.72% -1,398 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,363 $3.71M 0.05% -437 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,263 $3.67M <0.01% -227 13F-HR Timeline Group Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 9,150 $3.62M 0.74% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,902 $3.53M 0.04% -1,034 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,761 $3.47M 0.15% +11 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 8,662 $3.43M 1.33% +199 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,535 $3.38M 0.11% -46 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,488 $3.36M 1.32% -416 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,623 $3.35M 0.01% +176 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 8,338 $3.3M 0.73% -1,650 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 8,253 $3.27M 0.01% +512 13F-HR Timeline Group AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 8,127 $3.22M 0.75% -429 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7,872 $3.12M 0.28% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 7,809 $3.09M -361 Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,498 $2.97M 0.01% +2,414 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,454 $2.95M <0.01% -2,102 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 7,344 $2.91M 0.73% -28 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,269 $2.88M 0.04% -129 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 7,099 $2.81M 0.84% +69 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 6,909 $2.74M 0.13% -13 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 6,737 $2.67M 0.72% -505 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 6,678 $2.65M 0.11% +268 13F-HR/A Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,505 $2.58M 0.07% -42 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 6,470 $2.56M 0.59% -1 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 6,447 $2.55M +1,397 Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,180 $2.45M 0.19% -179 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,174 $2.45M 0.01% -573 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 6,150 $2.44M 0.21% -2,254 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 6,129 $2.43M 0.87% +3,731 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 6,082 $2.42M 0.29% +595 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 6,065 $2.4M 0.41% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,913 $2.34M 0.02% +70 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,884 $2.33M 0.01% +2,053 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,860 $2.32M 0.13% +473 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 5,666 $2.24M 2.17% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,613 $2.22M 0.08% -938 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,606 $2.22M 0.12% -259 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,579 $2.21M 0.02% +4,880 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,488 $2.19M 0.01% -1 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 5,499 $2.18M 0.01% -700 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,454 $2.16M 0.06% -493 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 5,447 $2.16M 0.93% -7,029 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,379 $2.13M 0.01% +2 13F-HR/A Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,209 $2.06M 0.03% -330 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,185 $2.05M 0.09% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,164 $2.05M 0.1% -182 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,118 $2.03M 0.02% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,916 $1.95M <0.01% +1,518 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,716 $1.87M 1.6% +47 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,577 $1.81M 0.28% -158 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,575 $1.81M 0.02% -4,905 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 4,570 $1.81M <0.01% +3,885 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,447 $1.76M 0.03% +1 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,464 $1.74M 0.04% -10 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,378 $1.73M <0.01% -15,342 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,375 $1.73M 0.1% +5 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,374 $1.73M 0.04% -58 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,358 $1.73M 1.16% 0 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 4,308 $1.71M 0.82% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,294 $1.7M 0.02% -100 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,289 $1.7M 0.03% -334 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,199 $1.66M 0.88% -70 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,174 $1.65M 0.22% +967 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,150 $1.64M 0.01% +1,457 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,123 $1.63M 0.04% -10 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,035 $1.6M 0.85% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 3,962 $1.57M 0.53% -237 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,913 $1.55M 0.01% -705 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,907 $1.55M 0.04% +465 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 3,852 $1.53M <0.01% -943 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,850 $1.53M 0.07% +326 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 3,789 $1.5M 0.02% +2,430 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,765 $1.49M 0.53% -24 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,661 $1.45M 0.67% +1 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,658 $1.45M <0.01% -254 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,651 $1.45M 0.1% -76 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,631 $1.44M 0.57% +15 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,615 $1.43M 0.02% +105 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,603 $1.43M 0.34% +48 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,584 $1.42M 0.15% +169 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,517 $1.39M 0.09% -25 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,460 $1.37M 0.08% +4 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 Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,355 $1.33M 0.02% +41 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,232 $1.28M 0.34% +10 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,218 $1.27M 0.06% +197 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 3,195 $1.27M 1.09% -32 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,127 $1.24M 0.01% +608 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,105 $1.23M 0.33% +6 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,062 $1.21M <0.01% 0 13F-HR Timeline Group RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,051 $1.21M 0.42% +87 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,039 $1.2M 0.56% -75 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,014 $1.19M 0.01% +291 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,976 $1.18M <0.01% +29 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,915 $1.15M 0.03% +119 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,910 $1.15M 1.01% -1,675 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 2,901 $1.15M 0.74% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,870 $1.14M 0.43% -468 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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