Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,311,200 $133M 3.2% +123,720 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/ 844,701 $85.5M 0.01% +3,560 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 770,291 $78M 0.01% +29,994 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 615,419 $62.3M 0.09% -12,286 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 418,340 $42.3M 0.01% +22,074 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 402,741 $40.8M 0.07% -2,131 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 360,619 $36.5M 0.01% +96,901 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 340,064 $34.4M 0.01% -42,376 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 325,836 $33M 0.01% +9,315 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 281,695 $28.5M 0.01% -79,290 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 274,709 $27.8M 0.02% +4,914 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 265,116 $26.8M 0.01% +7,165 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 261,839 $26.5M 0.04% -4,179 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 258,384 $26.2M 0.05% +53,792 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 234,413 $23.7M 0.02% +80,451 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 230,880 $23.4M <0.01% +34,464 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 229,502 $23.2M 0.17% -15,013 13F-HR/A Timeline Group One Day In July LLC More: the full row for One Day In July LLC 201,953 $20.4M 1.85% -26,413 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 191,924 $19.4M 0.03% -102,189 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 177,239 $17.9M 0.32% +25,270 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 165,410 $16.7M 3.25% -1,701 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 158,217 $16M 0.19% +67,444 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 152,172 $15.4M 1.35% -2,930 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 141,586 $14.3M 3.59% +15,283 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 125,867 $12.7M 1.16% +117,881 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 123,621 $12.5M <0.01% -6,051 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 123,346 $12.5M 0.04% +2,163 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 106,209 $10.8M 4.42% -7,082 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. 95,800 $9.7M 5.05% -29,000 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,956 $8.9M 0.2% 0 13F-HR/A Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 87,760 $8.88M 0.19% +295 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 81,258 $8.23M 0.53% +1,339 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 75,515 $7.64M 0.12% +21,087 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 75,112 $7.6M 0.83% -495 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 69,508 $7.04M 0.14% +8,230 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 68,418 $6.93M 0.01% -1,756 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 66,822 $6.76M 0.02% +57,014 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 61,914 $6.27M 0.01% +5,571 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 52,436 $5.31M <0.01% +2,176 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 52,302 $5.29M 0.37% -5,597 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 50,041 $5.07M 0.01% -72 13F-HR/A Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 47,821 $4.84M 0.05% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 46,248 $4.68M 2.02% -1,072 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 44,624 $4.52M 0.01% +33,581 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 43,874 $4.44M 1.27% +23,762 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 43,236 $4.38M 0.11% +4,078 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 42,403 $4.29M 2.64% -3,986 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 42,288 $4.28M 0.02% -62,338 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,197 $4.27M 0.02% -663 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 40,506 $4.1M 0.01% -2,294 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 40,057 $4.05M 1.29% -71 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 39,555 $4M 0.01% -6,791 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 39,403 $3.99M 0.14% +7,900 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 38,914 $3.95M <0.01% -5,465 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 37,068 $3.75M 0.05% +22,090 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 36,606 $3.71M 0.02% -105 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 36,360 $3.68M 0.19% new 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 36,227 $3.67M 0.68% -13,645 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 36,024 $3.65M 0.26% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 34,331 $3.48M 0.33% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 30,184 $3.06M 1.87% +4,373 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 28,954 $2.93M <0.01% -14,264 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 28,697 $2.9M 0.02% +141 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 28,319 $2.87M 0.01% -422 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) 28,278 $2.86M 0.08% +25,521 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 27,814 $2.82M 0.08% -10,752 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 27,075 $2.74M 0.02% +104 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 26,811 $2.71M 0.31% +2,363 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 26,628 $2.7M 0.24% +625 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 26,563 $2.69M 0.07% +20,676 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 26,287 $2.66M 0.18% +8,560 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 25,494 $2.58M 1.52% -7,189 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 25,256 $2.56M 0.06% +5,782 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 24,755 $2.51M 0.25% -133,498 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 24,045 $2.43M 0.17% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 23,827 $2.41M <0.01% +14,631 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 23,455 $2.37M 0.51% +4,793 13F-HR Timeline EQ LLC More: the full row for EQ LLC 22,493 $2.28M 0.88% -13,669 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 22,478 $2.28M 0.52% -2,208 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 20,342 $2.06M 1.32% -12,757 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 19,862 $2.01M <0.01% +1,439 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 19,780 $2M 0.03% +1,741 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 19,380 $1.99M 0.09% -153 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 19,364 $1.96M 1.36% 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 19,180 $1.94M 0.08% -2,470 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 18,221 $1.84M 0.03% -428 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 18,177 $1.84M 0.59% +2,346 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 17,938 $1.82M 0.71% -61 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 17,377 $1.76M 0.27% -68 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 17,225 $1.74M 0.16% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 17,049 $1.73M 0.33% -5,619 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,051 $1.65M 0.03% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 16,051 $1.62M 0.25% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 15,597 $1.58M 0.76% +1,573 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 15,380 $1.56M 0.15% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 15,209 $1.54M -33,789 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 15,142 $1.53M <0.01% -3,027 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,832 $1.5M 0.03% +5,862 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 14,759 $1.49M 0.24% -470 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,580 $1.48M 0.01% +522 13F-HR Timeline Blueprint Financial Advisors LLC in group Blueprint Investment Partners… More: the full row for Blueprint Financial Advisors LLC 14,540 $1.47M 0.47% new 13F-HR Timeline Group Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 13,729 $1.39M 1.03% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 13,717 $1.39M 0.16% -3,343 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,696 $1.39M 0.03% +8,709 13F-HR/A Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 13,665 $1.38M 0.17% +100 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,332 $1.35M 0.07% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 13,313 $1.35M 0.08% -2,378 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,975 $1.31M 0.08% +1,470 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 12,437 $1.28M 0.09% -3,951 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 12,489 $1.26M 0.54% 0 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,126 $1.23M 0.02% -527 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,075 $1.22M 0.01% +177 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,551 $1.2M 0.01% +132 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,757 $1.19M <0.01% -25 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 11,401 $1.15M 0.57% -263 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,202 $1.13M 0.01% -321 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 11,199 $1.13M 0.02% -1,068 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 11,135 $1.13M 0.98% 0 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,098 $1.12M 0.04% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,934 $1.11M 0.06% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 10,926 $1.11M 0.27% +2,710 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 10,624 $1.08M 0.87% +174 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,360 $1.05M 0.01% +5,960 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,821 $994K 0.03% -529 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,018 $913K 0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,927 $904K <0.01% -2,492 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 8,879 $899K 0.18% +144 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 8,850 $896K 0.42% -260 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 8,599 $870K 0.19% +8 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,367 $847K 0.07% -4,984 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,298 $840K <0.01% 0 13F-HR/A Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 8,133 $823K 0.02% +21 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 7,896 $823K 0.22% +115 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 8,008 $811K 0.44% +100 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,762 $786K <0.01% +255 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 7,702 $780K 0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,575 $767K 0.01% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,468 $756K 0.44% +1,121 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,314 $740K 0.09% -65 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,117 $720K <0.01% +803 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,097 $718K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 7,078 $716K <0.01% -43 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 7,050 $714K 0.37% +20 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 7,040 $713K 0.01% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7,028 $711K 0.11% +5 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,691 $709K +180 Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 6,979 $706K 0.68% +414 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,827 $691K 0.1% -1,271 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,464 $654K <0.01% new 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 6,451 $653K 0.19% +106 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,428 $651K <0.01% +1,168 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,364 $644K 0.03% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 6,284 $636K 0.07% -6,739 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,230 $631K 0.05% -231 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 6,188 $626K 0.3% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,053 $613K 0.02% -3,690 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,016 $609K 0.01% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,962 $604K 0.34% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,956 $603K <0.01% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,935 $601K 0.05% +31 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,902 $597K 0.02% -1,252 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,900 $597K <0.01% -8,800 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,895 $597K <0.01% -18,329 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 5,753 $582K 0.13% -5,377 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 5,715 $579K 0.34% 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 5,695 $577K 0.39% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,538 $561K 0.01% +1,610 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,508 $558K <0.01% 0 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,506 $557K <0.01% +3,360 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,479 $555K 0.06% -170 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 5,320 $539K 0.21% -435 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,179 $524K 0.01% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,174 $524K 0.11% +159 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,913 $497K 0.09% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,906 $497K 0.01% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,861 $492K 0.23% -70 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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