BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 88,414,545 $5.21B 0.34% +5,361,281 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 78,539,160 $4.65B 0.27% -7,236,713 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 25,562,812 $1.51B 3.6% +1,964,633 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 24,752,376 $1.46B +2,981,363 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,677,846 $1.4B 0.07% +504,659 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 21,003,636 $1.24B 0.72% +1,803,611 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 20,007,805 $1.18B 11.15% +759,421 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 15,679,783 $925M +4,004,826 Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 9,900,000 $590M 0.19% +9,894,167 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 8,475,832 $500M 9.33% +337,995 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,753,372 $398M +881,413 Timeline MASECO LLP More: the full row for MASECO LLP 6,671,234 $393M 11.06% +179,246 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,617,220 $389M 0.08% +1,076,014 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,536,465 $386M 4.04% -699,798 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 6,509,112 $384M 1.13% +567,579 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 6,332,861 $374M 5.39% +209,204 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,162,594 $304M 0.37% +379,357 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,972,430 $293M 0.05% +412,113 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 4,902,356 $289M 4.62% +4,819,822 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 4,196,999 $248M 3.25% +261,836 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,794,788 $224M 0.01% -310,907 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,566,775 $210M 2.23% +428,465 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 3,352,042 $198M 2.54% +2,659,376 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,347,771 $197M 0.06% -19,976 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,338,006 $197M 0.05% +91,522 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,279,242 $193M 0.19% -69,745 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,093,781 $182M 0.04% +367,302 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,804,026 $165M 4.4% +148,428 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,797,607 $165M 7.23% +94,028 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,756,549 $163M 6.41% +594,722 13F-HR/A Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,733,056 $161M -1,094,026 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,546,562 $151M 0.21% -1,656,852 13F-HR/A Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 2,296,384 $135M 9.96% +170,662 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,936,951 $114M 0.02% +92,920 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,948,930 $114M 0.19% +36,032 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,927,652 $114M 5.93% +127,831 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,813,821 $107M 0.1% +119,524 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,734,316 $93.3M 1.97% -255,418 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,578,346 $93.1M 1.47% -67,125 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,572,298 $92.7M 0.93% +76,996 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 1,543,283 $91M 0.01% -33,323 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 1,522,975 $89.8M 2.42% +150,549 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,489,697 $87.9M 1.54% +26,291 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,439,692 $84.9M 1.01% +1,066,774 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,360,880 $80.3M 2.42% +89,698 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,300,506 $76.7M 7.01% -25,650 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,288,716 $76M 7.73% +104,935 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 1,275,570 $75.2M 0.23% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,230,388 $72.6M 0.56% +285,545 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 1,200,527 $70.8M 17.63% +428,497 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,186,491 $70M 3.96% +46,049 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,186,483 $70M 0.16% +328,370 13F-HR/A Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,180,006 $69.6M 9.18% +140,726 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,092,189 $64.4M 16.47% +6,066 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,067,286 $62.9M 0.83% +6,609 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 1,026,225 $60.5M 5.15% -254,515 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 997,614 $58.8M 0.72% +79,886 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 992,735 $58.6M 4.76% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 987,030 $58.2M 0.07% +42,979 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 974,352 $57.5M 4.36% +64,696 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 952,666 $55.6M +537,750 Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 942,378 $55.6M 6.92% +79,524 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 917,662 $54.1M 0.4% +165,696 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 911,958 $53.8M 0.02% -599,805 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 910,205 $53.7M +102,590 Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 906,409 $53.5M 5.18% +59,457 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 851,504 $50.1M 2.38% +51,437 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 842,326 $49.7M 5.75% +60,941 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 814,571 $48M 0.07% +101,650 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 799,263 $47.1M 2.51% +82,565 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 785,893 $46.4M 0.58% -18,548 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 777,537 $45.9M 13.38% +100,794 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 776,955 $45.8M 2.82% +63,119 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 776,899 $45.8M 0.05% +124,610 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 773,476 $45.6M 0.57% -657,885 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 772,897 $45.6M 2.17% +61,493 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 748,612 $44.2M 0.32% +21,860 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 731,329 $43.1M 0.07% -31,716 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 723,935 $42.7M 3.38% +47,184 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 695,107 $41M 3.9% +27,403 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 686,632 $40.5M 8.64% +51,271 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 673,161 $39.7M 1.4% +20,698 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 670,080 $39.5M 2.29% +34,044 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 664,050 $39.3M 0.02% +97,636 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 664,284 $39.2M 5.51% +42,745 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 655,795 $38.7M 9.48% +44,190 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 649,981 $38.3M 11.54% +35,389 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 625,686 $36.9M 4.1% +69,802 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 621,416 $36.7M 0.06% -65,864 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 612,868 $36.1M 0.69% +108,056 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 607,217 $35.8M 7.03% +9,032 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 601,308 $35.5M 7.57% +20,778 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 600,884 $35.4M 4.75% +5,046 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 597,935 $35.2M 4.1% +51,489 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 588,188 $34.7M 0.06% -78,650 13F-HR Timeline Group OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 583,399 $34.4M -169,479 Timeline Emprise Bank More: the full row for Emprise Bank 576,131 $34M 12.52% -12,323 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 575,908 $34M 0.13% +279,729 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 571,005 $33.7M 15.81% -15,487 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 556,923 $32.8M 0.39% +12,863 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 555,123 $32.7M 1.1% -13,560 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 544,151 $32.1M 0.15% -156,908 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 532,352 $31.4M 0.36% +57,193 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 530,707 $31.3M 1.71% +30,097 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 529,624 $31.2M 4.3% +100,440 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 520,070 $30.7M 0.27% -376 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 513,682 $30.3M 0.14% -31,210 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 508,860 $30M <0.01% +10,696 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 502,096 $29.6M 1.91% +38,124 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 502,082 $29.6M 0.3% +54,061 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 500,299 $29.5M 0.06% -5,430 13F-HR Timeline Group Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 496,479 $29.3M 9.79% +31,075 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 490,490 $28.9M 0.2% +101,212 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 489,605 $28.9M 1.29% -19,249 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 488,912 $28.8M 1.25% +50,085 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 486,707 $28.8M 0.94% 0 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 484,140 $28.6M 6.07% +49,434 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 482,241 $28.4M 0.11% +445,185 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 475,864 $28.1M 0.03% +395 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 473,445 $27.9M 2.23% +11,580 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 467,858 $27.6M 2.98% +20,404 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 467,058 $27.5M <0.01% -105,711 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 464,632 $27.4M 0.55% +48,385 13F-HR Timeline 25 LLC More: the full row for 25 LLC 455,811 $26.9M 7.36% +25,961 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 441,994 $26.1M 1.86% +8,168 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 440,147 $26M 4.95% +6,383 13F-HR/A Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 435,894 $25.7M 1.4% +165,748 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 430,584 $25.4M 1.29% -308,076 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 421,015 $24.8M 2.81% +38,039 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 412,992 $24.4M 5.65% +13,026 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 410,947 $24.2M 0.11% +17,261 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 404,935 $23.9M 4.43% +43,747 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 400,131 $23.6M 0.03% +43,156 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 394,346 $23.3M 0.22% -69,774 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 382,849 $22.6M 0.02% +19 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 381,850 $22.5M 0.03% +19,875 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 380,281 $22.4M 6.45% +11,144 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 373,581 $22M 6% +17,488 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 366,726 $21.6M 4.87% +1,102 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 366,110 $21.6M 1.88% -46,073 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 365,446 $21.6M 1.47% -124,219 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 361,424 $21.3M 3.31% +29,122 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 356,884 $21M 4.5% +261,484 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 345,954 $20.4M 3.08% +14,438 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 334,148 $19.7M 5.86% +50,965 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 330,825 $19.5M 4.92% +74,467 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 326,090 $19.2M 5.9% +14,955 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 322,771 $19M 0.15% -5,842 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 320,863 $18.9M 3.75% -8,277 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 320,043 $18.9M 5.26% +6,412 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 319,219 $18.8M 1.4% +35,748 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 318,766 $18.8M 2.03% -3,619 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 318,063 $18.8M 1.26% -58,575 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 315,769 $18.6M 16.55% +7,131 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 315,717 $18.6M 0.01% +34,049 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 314,204 $18.5M 1.86% +125,870 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 313,156 $18.3M 5.62% +7,256 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 308,356 $18.2M 0.81% +6,824 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 306,550 $18M 0.01% -99,900 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 301,191 $17.8M 0.01% +40,136 13F-HR Timeline Group R. W. Roge & Company, Inc. More: the full row for R. W. 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