BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,495,587 $589M 0.04% +25,736 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 458,940 $181M 0.01% -4,922 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 392,116 $154M 0.01% +6,963 13F-HR/A Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 349,878 $138M 2.04% -16,157 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 347,681 $137M 0.03% -11,766 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 335,765 $132M -2,756 Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 265,649 $105M 5.6% -31,788 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 248,558 $97.9M 0.03% -2,332 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 206,669 $81.4M 0.05% +2,996 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 165,037 $65M 0.02% -14,183 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 133,002 $52.4M 0.02% +8,418 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 113,962 $44.9M 0.04% -2,140 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 92,700 $36.7M 0.77% +12,000 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 90,423 $35.7M 0.01% -21,742 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 86,283 $34M 1.09% -57 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 83,667 $33M 0.06% -861 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 83,006 $32.8M 0.13% +6,230 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 77,392 $30.5M 0.01% +3,790 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 74,924 $29.5M 0.07% +5,477 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 62,225 $24.5M +60,240 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 58,927 $23.2M 0.01% -2,463 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 58,684 $23.1M 0.03% +1,755 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 58,175 $22.9M 0.07% -1,311 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 47,877 $18.9M 0.03% -10,880 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 47,380 $18.7M 0.03% +34,080 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 47,189 $18.6M 0.05% +5,224 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 42,189 $16.6M 0.56% -1,159 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 42,045 $16.6M 0.02% -7,119 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 40,876 $16.1M +2,135 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 40,483 $15.9M 0.02% -571 13F-HR Timeline Group Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 35,776 $14.1M 5.48% +933 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 35,326 $13.9M 0.02% -1,364 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,285 $13.1M 0.03% -464 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 32,814 $12.9M 3.77% -698 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 29,572 $11.6M 4.15% +813 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 29,543 $11.6M 0.3% -867 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 29,211 $11.5M 2.25% -1 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 28,222 $11.1M 0.27% -1,021 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 26,022 $10.3M 0.02% +5,187 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 25,837 $10.2M 0.01% +2,272 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 25,501 $10M 0.01% -304 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 $9.97M 0.09% 0 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 24,594 $9.69M 0.21% +723 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 24,105 $9.5M 1.61% -70 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 22,800 $8.98M 1.18% +2,200 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 21,482 $8.46M 1.35% +86 13F-HR Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 21,227 $8.36M 5.27% 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 20,516 $8.08M 1.82% -300 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 19,613 $7.73M 8.17% 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,233 $7.58M 0.01% +14,855 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 18,538 $7.3M <0.01% +2,355 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 18,337 $7.22M 3.59% -712 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,978 $7.08M 0.02% -308 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 17,549 $6.91M 2.98% +1,476 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 17,135 $6.75M 0.06% +3,033 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 17,072 $6.73M +27 Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 17,071 $6.72M 4.28% -1,601 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 16,655 $6.56M 0.2% +653 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 16,437 $6.47M 4.83% +421 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 15,973 $6.29M +9,526 Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 15,402 $6.07M 0.14% +16 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,336 $6.04M <0.01% +3,827 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,880 $5.86M 0.07% +504 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13,893 $5.54M 0.49% -47 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,451 $5.3M 0.04% -5,279 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 12,830 $5.05M 0.96% +372 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,496 $4.92M 0.02% -750 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 12,304 $4.85M 0.02% +1,165 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,186 $4.8M 0.16% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,127 $4.78M 1.01% -150 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,829 $4.66M 0.03% +2,100 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,673 $4.6M <0.01% +1,323 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11,422 $4.5M 0.5% 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,384 $4.48M 0.15% +9,752 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,111 $4.38M <0.01% +196 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 11,053 $4.35M <0.01% -182 13F-HR/A Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,774 $4.24M 0.34% +63 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,390 $4.09M <0.01% +752 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 10,352 $4.08M 0.2% -8,632 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,268 $4.05M 0.07% -481 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,105 $3.98M 0.01% +12 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,833 $3.87M <0.01% +570 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,425 $3.81M 0.01% +802 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,521 $3.75M <0.01% new 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 9,429 $3.71M 2.15% -374 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,392 $3.7M 0.04% +29 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 9,375 $3.7M 2.69% +10 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,243 $3.64M 0.01% +1,745 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 9,182 $3.62M 1.45% +520 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 8,946 $3.52M 0.7% -204 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 8,522 $3.36M 0.81% -1,555 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,264 $3.33M 0.13% -497 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 8,436 $3.32M 0.01% +183 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,361 $3.29M 1.24% -127 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,284 $3.26M 0.02% +7,112 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 8,132 $3.2M 0.04% -770 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 8,099 $3.19M 0.72% -28 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,014 $3.16M <0.01% +560 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 7,922 $3.12M +113 Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7,652 $3.01M 0.22% -220 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 7,496 $2.95M 0.11% +818 13F-HR/A Timeline DAGCO, INC. More: the full row for DAGCO, INC. 7,344 $2.89M 0.67% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 7,295 $2.87M 0.59% -1,043 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,206 $2.84M 0.09% -1,329 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,189 $2.83M 0.04% -80 13F-HR Timeline Group KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 6,956 $2.74M 0.45% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,948 $2.74M 0.01% +1,064 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 6,890 $2.71M 0.81% -209 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 6,640 $2.62M 2.32% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,624 $2.61M <0.01% -10,732 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 6,514 $2.57M 0.59% +44 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,430 $2.53M 0.01% 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,415 $2.53M 0.19% +235 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 6,413 $2.53M 0.67% -324 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,388 $2.52M 0.02% +475 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,338 $2.5M 0.07% -167 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 6,293 $2.5M 0.23% +211 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 6,298 $2.47M 0.93% 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 6,206 $2.44M 0.86% +77 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,867 $2.31M 0.01% +379 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,698 $2.24M 0.03% +489 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,690 $2.24M 0.01% +2,563 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,684 $2.24M 0.11% +78 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,580 $2.2M 0.01% +1 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,497 $2.17M 0.06% +43 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 5,455 $2.15M 0.9% +8 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,449 $2.15M 0.01% 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,381 $2.12M 0.01% +2 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,286 $2.08M 0.07% -327 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,211 $2.05M 0.01% +1,061 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,156 $2.03M 0.45% +2,051 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,151 $2.03M 0.01% -1,023 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,146 $2.03M 0.08% -39 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,118 $2.02M 0.02% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,017 $1.98M <0.01% +101 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,881 $1.92M <0.01% +2,045 13F-HR Timeline Group JM2 Capital Inc. More: the full row for JM2 Capital Inc. 4,876 $1.92M 1.54% 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,565 $1.81M 0.69% +1,655 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,547 $1.79M 1.51% -169 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,533 $1.79M 0.08% -631 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,527 $1.78M 0.02% -48 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,458 $1.78M 0.04% -6 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,448 $1.75M 0.02% +1 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,414 $1.74M 0.24% -163 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,381 $1.73M 0.09% +6 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,358 $1.72M 1.14% 0 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 4,308 $1.7M 0.82% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,294 $1.69M 0.02% 0 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,258 $1.68M 0.01% +1,604 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,178 $1.65M 0.04% +1,560 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,168 $1.64M 0.03% -206 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,154 $1.64M 0.02% +2,369 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,054 $1.6M 0.78% -145 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,035 $1.59M 0.85% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,032 $1.59M <0.01% +2,269 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,027 $1.59M 0.04% -96 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,913 $1.54M 0.13% -2,237 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,847 $1.52M 0.16% +263 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 3,812 $1.5M <0.01% -40 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,755 $1.48M <0.01% +97 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,748 $1.48M 0.02% +133 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,738 $1.47M 0.02% +2,106 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,709 $1.46M 0.03% -198 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,677 $1.45M 0.07% -173 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,655 $1.44M 0.47% -6 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,628 $1.43M 0.55% -3 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,621 $1.43M 0.5% -144 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 3,596 $1.42M 0.92% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,581 $1.41M 0.03% +2,812 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,491 $1.38M 0.08% +31 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,487 $1.37M 0.09% -164 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,485 $1.37M 0.03% +130 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,452 $1.36M 0.32% -151 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,438 $1.35M 0.1% -79 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 3,432 $1.35M 1.37% 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,409 $1.34M 0.02% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 3,394 $1.34M 0.44% -568 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,260 $1.28M 0.33% +28 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,124 $1.23M 0.01% -789 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,116 $1.23M 0.42% +65 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,072 $1.21M 0.01% +494 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 WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,060 $1.21M 0.55% +21 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 3,059 $1.21M 0.98% -136 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,047 $1.2M 0.05% -171 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,017 $1.19M 1.14% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,968 $1.17M <0.01% -8 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,930 $1.15M 0.03% +242 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 2,901 $1.14M 0.78% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,892 $1.14M 0.01% -122 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,792 $1.1M 0.02% -123 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 2,769 $1.09M 0.78% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,737 $1.08M <0.01% +168 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,728 $1.07M 0.01% -39 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,721 $1.07M 0.39% -149 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,644 $1.04M 0.14% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,639 $1.04M <0.01% +346 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,638 $1.04M 0.01% -26 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,619 $1.03M 0.34% -10 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,602 $1.02M 0.03% +539 13F-HR Timeline