BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,554,750 $558M 0.04% +59,163 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 433,140 $151M 0.01% -25,800 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 416,557 $150M 0.01% +24,441 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 396,125 $142M 2.22% +46,247 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 348,602 $125M +12,837 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 338,459 $122M 0.02% -9,222 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 219,950 $79M 0.02% -28,608 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 186,007 $66.8M 3.76% -79,642 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 183,464 $65.9M 0.04% -23,205 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 133,127 $47.8M 0.01% +125 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 122,307 $43.9M 0.01% -42,730 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 112,994 $40.6M 0.04% -968 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 $33.3M 0.7% 0 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 88,180 $31.7M 0.12% +5,174 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 87,975 $31.6M 0.06% +4,308 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 86,486 $31.1M 1.03% +203 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 77,920 $28M 0.01% -12,503 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 77,735 $27.9M 0.07% +2,811 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 68,075 $24.4M <0.01% -9,317 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 56,180 $20.2M 0.02% +8,800 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 53,987 $19.4M 0.06% -4,188 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 51,552 $18.5M 0.01% -7,375 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 51,321 $18.4M 0.02% -7,363 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 48,439 $17.4M -13,786 Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 47,216 $17M 0.04% +27 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 46,624 $16.7M 0.02% -1,253 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 44,759 $16.1M 0.03% +18,737 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 39,966 $14.3M 0.02% -517 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 39,479 $14.2M 0.02% -2,566 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 38,069 $13.7M -2,807 Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 37,682 $13.5M 5.18% +1,906 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 37,281 $13.4M 0.46% -4,908 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 33,699 $12.1M 0.02% -1,627 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 32,277 $11.6M 3.38% -537 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 31,916 $11.5M 0.03% -1,369 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 29,101 $10.4M 0.28% -442 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 28,924 $10.4M 2.04% -287 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 27,656 $9.93M 2.48% -1,916 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 24,455 $8.78M 1.51% +350 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 23,783 $8.54M 0.2% -811 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,945 $8.24M 0.01% -2,892 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 22,514 $8.08M 0.01% -2,987 13F-HR Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 21,825 $7.84M 5.04% +598 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 21,526 $7.72M 1.18% +44 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 20,808 $7.47M 3.92% 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 20,731 $7.44M 1.69% +215 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 19,244 $6.91M 6.52% -369 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,030 $6.68M 0.01% -203 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 18,300 $6.57M 3.27% -37 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 17,854 $6.41M 2.8% +305 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 16,788 $6.03M -284 Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 22,582 $6.02M 0.58% +16,289 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 16,759 $6.02M 4.01% -312 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 16,305 $5.85M +332 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,260 $5.84M 0.06% +1,380 13F-HR Timeline Group Bonfire Financial More: the full row for Bonfire Financial 16,055 $5.76M 4.34% -382 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 16,314 $5.7M <0.01% +978 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 14,806 $5.32M 0.16% -1,849 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13,822 $4.94M 0.44% -71 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 13,400 $4.81M +5,478 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,335 $4.79M 0.04% -116 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,285 $4.77M 0.01% -4,693 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 12,708 $4.56M 0.14% +1,324 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 12,604 $4.53M <0.01% +931 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 12,545 $4.5M 0.02% +241 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,419 $4.46M 0.01% +3,176 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,312 $4.42M 0.1% -3,090 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,189 $4.38M <0.01% +1,078 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,028 $4.32M 0.98% -99 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,681 $4.19M <0.01% +1,291 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,617 $4.17M 0.02% -879 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,999 $3.95M 0.01% +4,375 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,928 $3.92M <0.01% -125 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,800 $3.88M 0.32% +26 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,513 $3.77M 0.18% +161 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 10,015 $3.6M 1.42% +833 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 9,999 $3.59M 0.41% -1,423 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,723 $3.59M 0.01% +3,298 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,975 $3.58M 0.02% -130 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,833 $3.53M <0.01% 0 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 9,811 $3.52M 2.09% +436 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,714 $3.49M 0.11% -554 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,564 $3.43M 0.04% +172 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,411 $3.34M 0.13% +147 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 8,704 $3.19M 0.61% -242 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,861 $3.18M 0.02% +577 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,492 $3.07M 0.23% +2,077 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 8,381 $3.01M 0.01% -55 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8,122 $2.92M 0.02% -9,013 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 8,087 $2.9M 0.7% -435 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 7,981 $2.87M 0.98% +1,775 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 7,980 $2.87M 0.64% -119 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 7,741 $2.78M 0.2% new 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,536 $2.71M 1.06% -825 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7,526 $2.7M 0.2% -126 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,433 $2.67M <0.01% +3,401 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 7,270 $2.61M 0.07% +64 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 7,238 $2.6M 0.76% +348 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,152 $2.59M 0.01% +1,285 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 6,701 $2.58M 0.56% +187 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,140 $2.56M 0.01% +192 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,134 $2.56M 0.04% +5,021 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,104 $2.55M 0.04% -85 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,044 $2.53M 0.01% +1,354 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,934 $2.49M 0.02% +2,407 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 6,852 $2.46M 0.42% -104 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 6,852 $2.46M 0.53% -492 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,795 $2.44M <0.01% -1,219 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 6,829 $2.37M 0.1% -667 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,528 $2.34M 0.06% +190 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,490 $2.33M 0.02% +102 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 6,465 $2.32M 0.78% +52 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 6,325 $2.27M 0.47% -970 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 6,238 $2.24M 0.56% -60 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,090 $2.19M 0.03% +392 13F-HR Timeline Group Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 5,905 $2.12M 1.9% -735 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,840 $2.1M 0.11% +156 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,731 $2.06M 0.01% +151 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,693 $2.04M 0.05% +196 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,680 $2.04M 0.46% +524 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,464 $1.96M 0.01% -966 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,382 $1.93M 0.01% +1 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,301 $1.9M 0.01% +90 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,264 $1.89M 0.05% -22,958 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,118 $1.84M 0.02% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,923 $1.77M <0.01% -94 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,889 $1.76M 0.02% +595 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,882 $1.75M 0.06% -404 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 4,871 $1.75M 1.45% -5 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,820 $1.73M 0.07% -326 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,689 $1.68M 0.18% +842 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 4,614 $1.66M 0.01% new 13F-HR Timeline Group Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,565 $1.64M 0.64% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,450 $1.6M 0.01% +2 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,386 $1.57M 0.08% +5 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,367 $1.57M 0.02% -3,765 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,983 $1.57M 0.26% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,328 $1.55M 0.22% -86 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,308 $1.55M 1.05% -50 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,208 $1.51M <0.01% -673 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,165 $1.5M 0.02% +11 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 4,079 $1.46M 0.04% -99 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,035 $1.45M 0.72% 0 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,668 $1.44M 0.52% +40 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,985 $1.43M 0.03% -183 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 3,888 $1.4M +133 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,850 $1.38M 0.02% +365 13F-HR/A 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 $1.37M <0.01% 0 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 3,798 $1.36M 0.11% -115 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,752 $1.35M 0.02% +4 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,741 $1.34M 0.02% +3 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,728 $1.34M 0.03% -299 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,699 $1.33M 0.43% +78 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,658 $1.31M 0.04% -222 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,598 $1.29M 0.65% -57 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,591 $1.29M 0.02% +10 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,571 $1.28M 0.01% -8,258 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 3,567 $1.28M 0.82% -29 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,522 $1.26M 0.07% +31 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 3,473 $1.25M 0.41% +79 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,459 $1.24M 0.61% -595 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,446 $1.24M <0.01% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,431 $1.23M 0.29% -21 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,429 $1.23M 0.08% -58 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,426 $1.23M 0.09% -12 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,409 $1.22M 0.02% 0 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 3,364 $1.21M 1.24% -68 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,349 $1.2M 0.01% -2,100 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,254 $1.17M 0.03% -455 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,235 $1.16M 0.01% +1,689 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,222 $1.16M 1.03% +205 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,164 $1.14M 0.05% +117 13F-HR Timeline Ausdal Financial Partners, Inc. 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