BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,919,086 $477M 0.04% +448,964 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,463,503 $363M 0.02% -20,725 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,346,108 $334M 6.89% +317,681 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,200,147 $298M 0.06% -70,405 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 913,953 $227M 0.05% -29,488 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 759,085 $189M 2.16% 0 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 751,701 $187M 0.06% -7,204 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 738,001 $183M 2.35% -5,998 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 494,174 $123M 0.02% -123,130 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 418,990 $104M 0.04% -28,286 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 405,130 $101M 8.83% +115,252 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 401,481 $99.7M -15,033 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 381,747 $94.7M 0.02% -75,542 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 360,307 $89.5M 4.61% +339,847 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 354,797 $88.1M 0.06% -13,246 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 301,549 $74.9M 0.13% -6,356 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 250,874 $62.3M <0.01% +5,707 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 248,775 $61.8M 0.16% -13,773 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 231,660 $57.5M 0.08% -37,093 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 215,073 $53.4M 0.05% +4,497 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 173,528 $43.1M 2.95% +9,270 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 173,317 $43M 0.13% +43,488 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 164,457 $40.8M 0.28% -3,606 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 162,888 $40.5M 0.03% -7,156 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 160,892 $40M 0.07% +8,494 13F-HR/A Timeline Group Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 154,915 $38.5M 6.73% +8,386 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 143,046 $35.5M 0.08% +46,633 13F-HR/A Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 128,136 $31.8M 2.41% -4,575 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 119,708 $29.7M 0.09% -890 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 119,011 $29.6M 0.29% +8,144 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 116,919 $29M 0.13% -3,368 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 111,714 $27.7M 0.1% -13,328 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 105,448 $26.2M 0.88% -3,058 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 99,269 $24.7M 0.04% +21,664 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 96,193 $23.9M 0.34% +969 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 92,019 $22.9M 0.06% -38 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 89,340 $22.2M 0.05% -437 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 86,548 $21.5M 3.4% -1,772 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 85,520 $21.2M 0.04% -32,477 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 76,997 $19.1M 0.03% +1,172 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 76,878 $19.1M 0.02% +2,982 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 75,612 $18.8M -2,269 Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 72,393 $18M 8.86% +5,631 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 70,997 $17.6M 0.1% -379 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 69,629 $17.3M -6,213 Timeline Marotta Asset Management More: the full row for Marotta Asset Management 66,959 $16.6M 3.33% +1,156 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 65,150 $16.2M 1.38% -4,889 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 64,208 $15.9M 1.25% -2,155 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 63,490 $15.8M 0.91% +5,596 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 63,246 $15.7M 0.96% +213 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 61,526 $15.3M 0.72% +19,381 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 59,832 $15M 0.02% +1,586 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 59,477 $14.8M 0.02% -18,238 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 58,812 $14.6M 1.72% +3,517 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 57,805 $14.4M <0.01% +13,411 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 55,414 $13.7M 0.01% +19,140 13F-HR Timeline Group Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 53,666 $13.3M 5.36% +2,176 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 49,518 $12.3M 2.56% +960 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 48,092 $11.9M 0.22% +8,520 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 46,846 $11.6M 0.12% -2,741 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 45,823 $11.4M 1.46% -151 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 45,329 $11.3M 0.02% -412 13F-HR Timeline Group Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 44,069 $10.9M 1.63% +3,718 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 43,651 $10.8M 0.01% -1,449 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,343 $10.8M 0.06% -1,099 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 42,235 $10.5M 0.09% +18,118 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 41,943 $10.4M 0.28% +1,376 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 41,513 $10.3M <0.01% -247 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 41,031 $10.2M +2,454 Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 39,977 $9.93M 4.15% +161 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 38,072 $9.45M 0.1% +25,120 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 38,050 $9.45M 0.84% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 37,923 $9.42M 0.01% +17,763 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 38,031 $9.41M 1.38% -1,278 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 37,511 $9.32M 0.93% +81 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 37,503 $9.31M 2.44% +4,382 13F-HR/A Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 36,828 $9.15M 2.02% -478 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 36,102 $8.97M -619 Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 36,039 $8.95M 0.19% -14,628 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,964 $8.68M 0.01% +10,495 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 33,298 $8.27M 0.04% +232 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 33,059 $8.21M 1.06% -12 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 32,234 $8M 1.11% -1,695 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 31,399 $7.8M 0.64% +3,900 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 30,080 $7.47M 2.38% +868 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 29,763 $7.39M 1.91% -225 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 29,661 $7.37M 0.2% +17,717 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 29,513 $7.33M 0.17% +202 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 29,309 $7.33M 1.31% -65 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 29,477 $7.32M 5% +759 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 28,700 $7.13M 3.07% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 28,017 $6.96M -5,015 Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 27,976 $6.96M 0.74% +400 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 27,826 $6.91M 1.12% -4 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 27,758 $6.89M 0.16% +2,157 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 27,199 $6.75M 0.17% -619 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 27,180 $6.75M 0.95% +5 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 26,792 $6.69M 2.54% -2,148 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 26,901 $6.69M 1.67% -101 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 26,677 $6.62M 0.35% -4,517 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 26,505 $6.58M 0.25% +25,634 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,358 $6.55M 0.14% +2,471 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 26,073 $6.48M 0.26% -19 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 25,838 $6.43M 0.15% -20,362 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 25,820 $6.41M 0.69% -338 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 25,670 $6.37M 1.6% +1,174 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 25,506 $6.33M 0.02% +698 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 25,505 $6.33M <0.01% +2,461 13F-HR Timeline Group DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 25,727 $6.31M 3.3% +3,220 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 25,361 $6.3M 0.01% +1,391 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 25,123 $6.24M 1.6% +970 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 25,084 $6.23M <0.01% -74,972 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 24,774 $6.15M <0.01% -454 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 24,574 $6.1M 0.75% -13,947 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 24,050 $5.97M <0.01% -782 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 24,039 $5.97M 0.04% -267 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 23,648 $5.87M 1.09% -110,300 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 23,165 $5.75M 3.3% +287 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 23,158 $5.75M 0.17% -1,231 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 22,982 $5.71M 0.03% -260 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 22,783 $5.66M 2.41% +270 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 22,689 $5.63M 0.05% -891 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 22,611 $5.62M 0.04% +4,220 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 22,346 $5.55M 0.04% -583 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 21,927 $5.45M 2.03% +1,052 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 21,845 $5.43M 3.03% -332 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 21,253 $5.28M 0.01% -854 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 21,032 $5.22M 0.9% +616 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 20,880 $5.19M 0.02% +79 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 20,650 $5.13M 0.68% -5,270 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 20,105 $4.99M 1.06% -834 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 20,048 $4.98M 0.67% +1,093 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 19,630 $4.87M 0.17% -1,942 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 19,551 $4.86M 1.11% -1,961 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 19,488 $4.84M 0.07% -452 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 19,179 $4.76M 1.15% -352 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 19,178 $4.75M 1.15% -35 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 19,016 $4.72M 0.33% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 19,009 $4.72M 0.03% -1,939 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,962 $4.71M 0.04% -630 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 18,793 $4.67M 1% +1,465 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 18,526 $4.6M 0.13% +228 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 18,516 $4.6M 0.05% -145 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,292 $4.54M 0.12% +428 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 18,156 $4.51M 2.16% +401 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 18,077 $4.5M 0.13% +690 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 17,986 $4.47M 0.46% -1,520 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 17,643 $4.38M 0.1% -4,335 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,468 $4.34M 0.08% -1,699 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 17,305 $4.3M 0.82% +14,077 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 17,305 $4.3M 0.79% +14,077 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 17,222 $4.28M 1.73% +503 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 17,015 $4.23M 0.14% +2,343 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 16,746 $4.16M 0.01% +15,924 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 16,741 $4.16M 0.09% -3,461 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,315 $4.05M 0.01% -1,157 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 16,057 $3.99M <0.01% -225 13F-HR/A Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 15,915 $3.95M 0.77% -85 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 15,904 $3.95M 0.35% +174 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 15,889 $3.95M 0.01% -2,061 13F-HR Timeline Group TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 15,662 $3.89M 2.14% +9,725 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15,226 $3.78M 0.11% -606 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 15,086 $3.75M 0.28% +50 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 15,064 $3.74M 2.2% -100 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,574 $3.62M 0.01% +11,970 13F-HR/A Timeline Group Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 14,471 $3.59M 3.55% -903 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 13,989 $3.47M 2.28% -308 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 13,987 $3.47M 0.8% -78 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,553 $3.37M 0.01% +1,367 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 13,142 $3.26M 0.01% +9,063 13F-HR Timeline Group WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 13,118 $3.26M 2.49% +12,853 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,023 $3.23M <0.01% -300 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,924 $3.21M 0.08% -490 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 12,894 $3.2M 0.04% +165 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 12,819 $3.18M 2.13% -9 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 12,694 $3.15M 2.84% -11,497 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 12,678 $3.15M 1.16% -4,424 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,612 $3.13M 0.02% -1,360 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 12,543 $3.11M 1.12% +1,531 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 12,490 $3.1M 0.91% +41 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 12,457 $3.09M 0.04% +135 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 12,302 $3.09M 0.02% -23,483 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,295 $3.05M 0.02% +1,473 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,217 $3.03M 0.01% +1,831 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 12,187 $3.03M 0.03% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 12,160 $3.02M 0.2% -134 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 12,102 $3.01M 1.34% -223 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,860 $2.95M 0.08% -6,096 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 11,817 $2.93M 0.4% -110 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 11,765 $2.92M 0.54% +322 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,720 $2.91M 0.04% -121 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,337 $2.82M 0.14% +3,526 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,310 $2.81M 0.2% +2,584 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11,212 $2.79M 0.01% -3,573 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,122 $2.76M 0.11% +293 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 11,106 $2.76M 0.66% -14 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 10,898 $2.71M 0.26% +2,416 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 10,668 $2.65M 0.24% +1,888 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 10,651 $2.65M 1.25% +358 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 10,534 $2.62M 0.85% +407 13F-HR Timeline