Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,629,934 $173M 4.51% +17,413 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,169,001 $124M 0.01% -71,687 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 721,977 $76.6M 0.01% +34,047 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 598,865 $63.5M 0.11% +6,510 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 468,646 $49.7M 0.02% +38,020 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 403,378 $42.8M 0.09% -18,100 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 398,533 $42.3M 0.02% 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 337,913 $35.8M 0.01% +5,315 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 337,411 $35.8M 0.07% +20,654 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 333,499 $35.4M 0.01% +19,449 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 299,468 $31.8M 0.05% +4,950 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 261,736 $27.8M 0.22% -8,046 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 245,768 $26.1M 0.01% +27,215 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 236,871 $25.1M 0.01% +14,790 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 234,909 $24.9M 2.61% -6,653 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 185,528 $19.7M 0.04% -29,815 13F-HR/A Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 175,803 $18.6M 3.84% +1,328 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 166,755 $17.7M <0.01% +20,674 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 156,603 $16.6M 1.53% +1,516 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 151,775 $16.1M 0.1% -5,099 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/ 149,050 $15.8M 0.02% +144,502 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 146,609 $15.5M 0.01% +21,896 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 142,195 $15.1M 0.36% +72 13F-HR Timeline Mitsubishi UFJ Asset Management (UK) Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management (UK) Ltd. 136,300 $14.5M 6.38% +5,000 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 122,873 $13M 0.04% +53,881 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 122,650 $13M 3.65% +1,207 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 114,998 $12.2M 1.27% +38,362 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 110,479 $11.7M 5.87% -3,927 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 108,219 $11.5M <0.01% +25,301 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 149,185 $10.4M 2.05% -36,303 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 91,961 $9.75M 0.2% +1,307 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 91,177 $9.67M 0.14% +1,793 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 90,449 $9.59M 2.52% +24,920 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 79,229 $8.4M -10,363 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 76,979 $8.16M 0.02% +1,281 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 74,127 $7.86M 0.87% +3,046 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 71,519 $7.58M 0.64% +14,309 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 63,975 $6.78M 0.03% +29,217 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 63,848 $6.77M +6,387 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 62,690 $6.65M 0.01% +3,110 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 62,062 $6.58M 0.49% -6,759 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 58,819 $6.24M 0.17% +5,121 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 58,263 $6.18M 1.13% +1,688 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 54,821 $5.81M 0.01% +12,018 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 51,765 $5.49M 0.69% +51,754 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 50,703 $5.38M 0.75% +32,480 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 50,593 $5.36M 0.6% +1,221 13F-HR/A Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 50,584 $5.36M 2.6% +78 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 50,540 $5.36M 0.01% +5,721 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 49,279 $5.23M 0.01% +12,447 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 48,031 $5.09M 0.02% -756 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 44,610 $4.73M 3.17% -1,722 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,793 $4.64M 0.03% +65 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 43,744 $4.64M <0.01% +25,691 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 42,936 $4.55M 0.09% 0 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 40,128 $4.26M 1.4% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 39,121 $4.15M 0.12% +681 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 36,768 $3.9M 0.03% +43 13F-HR Timeline EQ LLC More: the full row for EQ LLC 36,062 $3.82M 1.8% +1,951 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 35,901 $3.81M 0.3% -1,522 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 35,894 $3.81M 0.12% -16,324 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 34,703 $3.68M 0.06% +19,278 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CERTUITY, LLC More: the full row for CERTUITY, LLC 34,331 $3.64M 0.4% +499 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 32,523 $3.45M <0.01% -495 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 31,503 $3.34M 0.12% +449 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 31,338 $3.32M <0.01% +1,717 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 30,827 $3.27M 0.02% -22,015 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 30,292 $3.21M 1.97% -3,445 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 26,623 $2.82M 0.28% -218 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 26,478 $2.81M 0.02% +2,584 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 26,216 $2.78M 0.09% +2,310 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 24,697 $2.62M 0.75% +7 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 24,463 $2.59M 0.16% +1,387 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 24,119 $2.56M 0.18% -296 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 23,643 $2.51M 1.67% -629 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 23,337 $2.47M 0.02% -358 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 22,947 $2.43M 0.29% +32 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 21,654 $2.3M 0.01% +2,205 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 21,650 $2.3M 0.11% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 20,112 $2.13M 0.69% +10,112 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 19,076 $2.02M 0.03% -150 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 18,867 $2M 0.03% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 18,352 $1.96M 0.1% +1,448 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 18,225 $1.93M 0.05% +1,496 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 18,163 $1.93M 0.8% +1,461 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 18,160 $1.93M 0.23% -1,275 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BCS Wealth Management More: the full row for BCS Wealth Management 17,324 $1.84M 0.46% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 17,310 $1.84M 0.31% +392 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 17,217 $1.83M 0.14% -999 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 16,728 $1.77M <0.01% +817 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 16,604 $1.76M 0.79% +2,290 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,571 $1.76M 0.01% +13,310 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,051 $1.7M 0.03% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 15,707 $1.67M 0.11% +146 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 15,380 $1.63M 0.17% +381 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 14,712 $1.56M 0.02% -1,053 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 14,179 $1.5M 0.79% -88 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 13,924 $1.48M 0.29% +317 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 13,853 $1.47M 1.28% +414 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 13,565 $1.44M 0.18% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,527 $1.43M 0.03% +1,443 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 12,965 $1.37M 0.17% +148 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,653 $1.34M 0.03% -418 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 12,526 $1.33M 0.64% +874 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,458 $1.32M 0.01% +1,313 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 12,141 $1.29M 0.84% -8 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,882 $1.26M 0.02% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 11,697 $1.24M 0.32% +1,207 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,562 $1.23M <0.01% -9,518 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,543 $1.22M 0.15% -1,236 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,299 $1.21M 0.01% new 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 11,374 $1.21M 0.08% -499 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 11,135 $1.18M 0.99% +161 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,934 $1.16M 0.07% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,740 $1.14M 0.04% -139 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,691 $1.13M 0.04% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,494 $1.11M <0.01% new 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,904 $1.05M 0.01% -2,218 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,693 $1.03M 0.07% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 9,624 $1.02M +2,630 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,446 $1M 0.02% -100 13F-HR Timeline Group INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 9,010 $955K 0.49% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,993 $954K 0.01% +1,058 13F-HR Timeline Group Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 8,879 $942K 0.36% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,663 $919K <0.01% -2,124 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,612 $913K 0.13% +2,063 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 8,587 $911K 0.22% -491 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,219 $900K <0.01% -407 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 8,216 $871K 0.25% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,043 $853K 0.08% +25 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 7,908 $839K 0.51% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,889 $837K 0.01% -1,568 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 7,702 $817K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,379 $782K 0.1% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,097 $753K 0.01% 0 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 7,014 $744K 0.41% -4 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,858 $727K <0.01% +2,474 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,638 $704K <0.01% +6,065 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,578 $698K 0.06% new 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,565 $696K 0.12% +1,051 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,364 $675K 0.04% -9 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 6,298 $668K 0.07% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,281 $666K <0.01% +799 13F-HR Timeline Group Financial Council, LLC More: the full row for Financial Council, LLC 6,188 $656K 0.34% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 6,165 $654K 0.2% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,266 $652K +1,724 Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 6,070 $644K 0.26% +2,300 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,000 $636K <0.01% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,962 $632K 0.46% +62 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,956 $632K 0.01% -19 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,894 $625K 0.07% +105 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,851 $620K 0.06% -88 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,832 $618K 0.03% -10 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,788 $614K <0.01% -5,788 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,779 $613K 0.02% +285 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,767 $612K 0.39% +530 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 5,695 $604K 0.42% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,691 $603K 0.06% +13 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,508 $584K <0.01% 0 13F-HR Timeline Group Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 5,380 $571K 0.04% -140 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,295 $561K <0.01% -162 13F-HR/A Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 5,286 $561K 0.3% -144 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,285 $560K <0.01% +320 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,179 $560K 0.01% +209 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,124 $543K 0.02% 0 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 4,956 $542K 0.55% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,063 $537K 0.11% +260 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,041 $535K 0.12% +45 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,993 $529K 0.01% -168 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,987 $529K 0.01% +2,253 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,906 $520K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,844 $514K 0.01% +2,450 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,741 $503K 0.25% +18 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,731 $502K 0.02% -20 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,570 $485K 0.09% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,502 $478K 0.07% 13F-HR Timeline American Trust More: the full row for American Trust 4,357 $462K 0.04% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,319 $458K 0.28% -691 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,304 $456K 0.17% +3 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,301 $456K 0.27% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 4,160 $441K 0.14% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,102 $435K 0.04% +57 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 4,094 $434K 0.29% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,043 $429K 0.01% +94 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,030 $427K 0.03% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,014 $426K 0.09% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4,001 $424K 0.4% 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,974 $421K 0.19% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,848 $408K 0.01% +585 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,477 $406K <0.01% -790 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,768 $400K 0.04% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,734 $396K 0.15% +314 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,705 $393K 0.09% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,678 $390K 0.01% +4 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,641 $386K 0.39% -26 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 3,557 $377K 0.18% -1,050 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,514 $373K 0.06% -7 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,459 $367K <0.01% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,445 $365K 0.13% -14 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,435 $364K <0.01% -251 13F-HR Timeline Group