Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,012,871 $112M 2.55% -298,329 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/ 879,058 $97.1M 0.01% +34,357 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 800,147 $88.4M 0.01% +29,856 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 621,484 $68.7M 0.09% +6,065 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 452,834 $50M 0.08% +50,093 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 398,799 $44.1M 0.01% -19,541 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 365,055 $40.3M 0.01% +4,436 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 351,238 $38.8M 0.01% +11,174 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 342,126 $37.8M 0.01% +16,290 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 266,897 $29.5M 0.01% +1,781 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 263,764 $29.1M 0.03% +1,925 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 262,538 $28.8M 0.04% +4,154 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 235,821 $26.1M 0.01% -45,874 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 235,421 $26M <0.01% +4,541 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 226,517 $25M 0.02% -7,896 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 223,163 $24.7M 0.15% -6,339 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 193,201 $21.3M 0.03% +1,277 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 183,379 $20.3M 0.35% +6,140 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 165,693 $18.3M 1.55% -36,260 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 163,818 $18.1M 3.14% -1,592 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 163,329 $18M 0.14% +5,112 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 151,071 $16.7M 1.4% -1,101 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 147,385 $16.3M 3.72% +5,799 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 126,198 $13.9M 0.04% +2,852 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 125,111 $13.8M 1.08% -756 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 121,849 $13.5M <0.01% -1,772 13F-HR/A Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 107,626 $11.9M 0.18% +32,111 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 103,716 $11.5M 0.65% +22,458 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 95,558 $10.6M 3.97% -10,651 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 91,220 $10.1M 0.02% new 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 91,146 $10.1M 1.41% 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,956 $9.72M 0.18% 0 13F-HR/A Timeline Mitsubishi UFJ Asset Management (UK) Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management (UK) Ltd. 87,800 $9.7M 4.68% -8,000 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 87,266 $9.64M 0.23% -494 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 78,152 $8.63M 0.9% +3,040 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 70,790 $7.82M 0.13% +1,282 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 71,008 $7.53M 0.01% +2,590 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 67,265 $7.43M 0.02% +443 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 57,781 $6.38M <0.01% +5,345 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 52,273 $5.77M 0.38% -29 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 48,863 $5.4M 0.01% -1,178 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 48,061 $5.31M 0.03% +46,989 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 47,821 $5.28M 0.06% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 46,905 $5.18M 2.03% +657 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 46,487 $5.14M 0.12% +3,251 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 44,217 $4.88M 0.02% +1,929 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 40,819 $4.51M 0.01% +313 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 40,693 $4.5M 0.02% -1,504 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 40,044 $4.42M 1.31% -13 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 39,403 $4.35M 0.17% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 39,376 $4.35M <0.01% -179 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 38,325 $4.23M 0.09% +13,069 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 37,721 $4.17M <0.01% -236,988 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 35,882 $3.96M 0.26% -142 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 35,188 $3.89M <0.01% -26,726 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 34,331 $3.79M 0.26% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 33,607 $3.71M 2.05% +3,423 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 32,343 $3.56M <0.01% -6,571 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 32,147 $3.55M 0.05% -4,921 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 29,992 $3.31M 0.88% -13,882 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 29,149 $3.22M 0.01% +830 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 28,435 $3.14M 0.07% +621 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 28,225 $3.14M 0.08% +1,662 13F-HR/A Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 28,172 $3.11M +13,632 Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 27,636 $3.05M 0.33% +825 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 27,241 $3.01M 0.02% +166 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 26,968 $2.98M 0.23% +340 13F-HR/A Timeline Flower City Capital More: the full row for Flower City Capital 26,517 $2.93M 1.58% +1,023 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 26,114 $2.88M 0.17% -173 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 25,204 $2.78M 0.63% +1,749 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 24,722 $2.73M 0.77% +6,545 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 24,045 $2.66M 0.17% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 23,358 $2.58M 0.12% +10,026 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 22,999 $2.54M 0.1% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 22,477 $2.48M 0.53% -1 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 22,232 $2.46M 0.43% -13,995 13F-HR Timeline Group EQ LLC More: the full row for EQ LLC 21,782 $2.41M 0.82% -711 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 20,878 $2.31M <0.01% +1,016 13F-HR Timeline Group Base Wealth Management LLC More: the full row for Base Wealth Management LLC 20,872 $2.31M 1.31% +530 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 19,758 $2.18M 0.09% +378 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 18,895 $2.09M 1.37% -469 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 18,155 $2.01M 0.03% -66 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 18,116 $2M 0.03% +10,541 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 17,938 $1.98M 0.73% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 17,368 $1.92M 0.18% +143 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,127 $1.89M <0.01% -27,497 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 17,088 $1.89M 0.46% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 16,877 $1.86M 0.26% -500 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 16,832 $1.86M 0.84% +1,235 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 16,051 $1.77M 0.02% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,051 $1.77M 0.03% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 15,380 $1.7M 0.15% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,986 $1.66M 0.01% +406 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,832 $1.64M 0.03% 0 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 14,727 $1.63M -482 Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 14,434 $1.59M 0.24% -325 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 13,891 $1.53M 0.16% +174 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 13,729 $1.52M 0.88% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 13,665 $1.51M 0.17% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,347 $1.47M 0.02% +2,987 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 13,256 $1.46M 0.08% -57 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,227 $1.46M 0.08% +252 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,213 $1.46M 0.03% -483 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 12,794 $1.41M <0.01% -11,033 13F-HR Timeline Group SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 12,604 $1.39M 1.14% +1,469 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 12,489 $1.38M 0.55% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 12,474 $1.38M 0.17% +37 13F-HR/A Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,126 $1.34M 0.02% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,075 $1.33M 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,052 $1.33M <0.01% +295 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,905 $1.32M 0.01% +354 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 11,403 $1.26M 0.5% +2 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 11,199 $1.24M 0.02% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,934 $1.21M 0.06% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 10,926 $1.21M 0.21% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,891 $1.2M 0.01% -311 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 10,828 $1.2M 0.9% +204 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 10,078 $1.11M 0.1% -14,677 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 9,425 $1.04M 0.46% +575 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,331 $1.03M 0.03% -490 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 9,022 $997K 0.88% +2,043 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 $996K 0.01% 0 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 8,879 $981K 0.18% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 8,596 $950K 0.2% -3 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 8,393 $927K 0.02% +260 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,367 $924K 0.12% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 8,349 $922K 0.5% +881 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,298 $917K <0.01% 0 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,190 $905K <0.01% +4,964 13F-HR Timeline Group KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 8,008 $885K 0.41% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 7,896 $881K 0.18% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,881 $871K <0.01% -1,046 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 7,702 $851K 0.01% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,641 $844K <0.01% -121 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 7,551 $834K <0.01% +434 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,207 $796K 0.08% -107 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,097 $784K <0.01% 0 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 7,030 $777K 0.38% -20 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,951 $768K 0.11% -77 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,811 $748K +120 Timeline COMERICA BANK More: the full row for COMERICA BANK 6,505 $719K <0.01% +77 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 6,451 $713K 0.19% 0 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 6,188 $684K 0.3% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,179 $683K <0.01% +4,134 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,175 $682K 0.05% -55 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 6,069 $670K 0.33% +107 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,004 $663K 0.02% -49 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,956 $658K <0.01% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,935 $656K 0.04% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 5,767 $637K 0.13% +14 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,538 $612K 0.01% 0 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,508 $608K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,504 $608K <0.01% -1,574 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,297 $580K 0.01% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,223 $577K <0.01% -283 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,221 $577K <0.01% +1,790 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,216 $576K 0.03% -1,148 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,179 $572K 0.01% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,158 $570K 0.01% -858 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,074 $561K 0.1% -100 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 5,060 $559K 0.21% -260 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,913 $543K 0.09% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,906 $542K 0.01% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,861 $537K 0.22% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,848 $536K <0.01% +558 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 4,814 $533K 0.01% +2,059 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. 4,812 $532K <0.01% 0 13F-HR Timeline Group Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 4,695 $519K 0.32% -1,000 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,652 $514K <0.01% -192 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,603 $509K 0.02% -19 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,589 $507K 0.02% +351 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,547 $502K <0.01% +165 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/ 4,526 $500K <0.01% +5 13F-HR Timeline Group Pachira Investments Inc. More: the full row for Pachira Investments Inc. 4,500 $497K 0.28% +787 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,446 $491K 0.01% -25 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,420 $488K 0.15% -29 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,381 $484K 0.02% -95 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,345 $480K 0.06% -235 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,300 $475K 0.09% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,261 $471K 0.35% -20 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,254 $470K 0.14% -50 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 4,160 $460K 0.12% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,159 $459K 0.06% -2,668 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 4,133 $457K 0.49% 0 13F-HR/A Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,118 $455K 0.04% -8 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 4,081 $454K 0.21% -1,634 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,095 $452K 0.25% -335 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 4,094 $452K 0.25% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,077 $450K 0.08% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,030 $445K 0.01% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,014 $443K 0.08% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,001 $442K <0.01% -2,463 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,983 $440K 0.01% +41 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,974 $439K 0.16% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,973 $439K 0.01% +252 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,930 $434K 0.03% -39 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 3,894 $430K 0.2% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,771 $417K <0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,741 $413K 0.21% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,705 $409K 0.07% 0 13F-HR Timeline