Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,035,330 $115M 2.53% +22,459 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/ 800,619 $88.8M 0.01% -78,439 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 771,734 $85.6M 0.01% -28,413 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 637,944 $70.8M 0.08% +16,460 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 450,508 $50M 0.07% -2,326 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 400,139 $44.4M 0.01% +1,340 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 356,803 $39.6M 0.01% -8,252 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 355,450 $39.5M 0.01% +4,212 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 347,699 $38.6M <0.01% +225,850 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 347,348 $38.5M 0.01% +5,222 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 275,129 $30.5M 0.01% +8,232 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 262,794 $29.2M 0.04% +256 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 261,373 $29M <0.01% +25,952 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 239,315 $26.6M 0.03% -24,449 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 238,065 $26.4M 0.02% +11,548 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 217,126 $24.1M 0.01% -18,695 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 211,372 $23.5M 0.13% -11,791 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 190,079 $21.1M 0.16% +26,750 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 185,322 $20.6M 3.17% +21,504 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 177,574 $19.7M 0.33% -5,805 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 176,827 $19.6M 0.03% -16,374 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 151,826 $16.8M 1.36% +755 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 150,977 $16.8M 1.38% -14,716 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 148,795 $16.5M 3.67% +1,410 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 148,312 $16.5M 0.24% +40,686 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 129,617 $14.4M 0.04% +3,419 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 124,810 $13.8M 1% -301 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 116,735 $13M 0.69% +13,019 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 94,402 $10.5M 0.02% +3,182 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 94,261 $10.5M 1.43% +3,115 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 94,081 $10.4M 0.08% 13F-HR/A Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,956 $9.76M 0.16% 0 13F-HR/A Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 86,732 $9.62M 3.44% -8,826 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 86,244 $9.57M 0.01% +15,236 13F-HR/A Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 81,549 $9.05M 0.97% +3,397 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 80,757 $8.96M 0.1% +9,967 13F-HR Timeline Group Mitsubishi UFJ Asset Management (UK) Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management (UK) Ltd. 74,800 $8.3M 4.05% -13,000 13F-HR Timeline Group PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 73,185 $8.12M 1.19% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 121,675 $7.87M 0.01% +54,410 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 58,935 $6.54M 0.01% +19,559 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 56,608 $6.28M 0.01% +21,420 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 56,482 $6.27M <0.01% -1,299 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 55,765 $6.19M 0.04% +7,704 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 52,404 $5.81M 0.59% +27,200 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 52,103 $5.78M 0.37% -170 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 51,620 $5.73M 0.26% +28,262 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 49,671 $5.51M 0.01% +808 13F-HR/A Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 47,821 $5.31M 0.06% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 47,357 $5.25M 0.11% +870 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 46,563 $5.17M 0.02% +2,346 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 46,013 $5.11M 0.09% +7,688 13F-HR/A Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 45,693 $5.07M 1.96% -1,212 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 41,305 $4.58M 0.01% +486 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 39,922 $4.43M 0.17% +519 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 39,701 $4.41M <0.01% +1,980 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 39,653 $4.4M 0.1% +11,218 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 38,995 $4.33M 0.02% -1,698 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 38,986 $4.33M 1.31% -1,058 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,533 $4.16M <0.01% +5,190 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 36,434 $4.04M 0.02% 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 36,114 $4.01M 1.73% +2,507 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 35,743 $3.97M 0.26% -139 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 34,787 $3.86M 0.24% +456 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 32,992 $3.66M 0.89% +3,000 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 28,434 $3.46M 0.08% +209 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 30,931 $3.43M 0.01% +1,782 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 29,792 $3.31M 0.04% -2,355 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 27,813 $3.09M 1.57% +1,296 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 27,704 $3.07M 0.33% +68 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 26,948 $2.99M 0.22% -20 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 26,581 $2.95M 0.17% +467 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 26,281 $2.92M 0.79% +1,559 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,768 $2.75M <0.01% +7,641 13F-HR Timeline Group Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 23,848 $2.65M 1.62% 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 23,666 $2.63M +8,939 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 23,575 $2.62M <0.01% +2,697 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 23,572 $2.62M 0.06% new 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 23,429 $2.6M 0.16% -616 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 22,221 $2.47M 1.33% +1,349 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 22,187 $2.46M 0.5% -290 13F-HR Timeline EQ LLC More: the full row for EQ LLC 21,716 $2.41M 0.69% -66 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 21,352 $2.37M 0.53% +4,264 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 21,326 $2.37M 0.11% -1,673 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 20,346 $2.34M 0.09% +588 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 19,691 $2.19M 0.03% +1,575 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 18,937 $2.1M 1.34% +42 13F-HR/A Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 18,155 $2.01M 0.03% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 16,882 $1.87M 0.25% +5 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 16,858 $1.87M 0.85% +26 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 16,051 $1.78M 0.02% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,051 $1.78M 0.02% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 15,578 $1.73M 0.15% +198 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,433 $1.71M 0.01% +447 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 15,188 $1.69M 0.16% -2,180 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 15,149 $1.68M 0.22% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,906 $1.65M 0.02% +1,559 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 14,784 $1.64M 0.23% +350 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 14,530 $1.61M 0.01% -12,711 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 13,730 $1.52M 0.86% +1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 13,520 $1.5M 0.14% -371 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. &PARTNERS More: the full row for &PARTNERS 13,493 $1.49M 0.01% +1,588 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 13,294 $1.48M 1.22% +690 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,216 $1.47M 0.03% +3 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 13,160 $1.46M 0.17% -505 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 13,075 $1.45M 0.13% +601 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 13,063 $1.45M 0.07% -193 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,041 $1.45M 0.01% +966 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 12,328 $1.37M 0.71% +3,979 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 12,250 $1.36M 0.53% -239 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,126 $1.35M 0.02% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,100 $1.34M <0.01% +48 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 11,826 $1.31M 0.23% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,702 $1.3M <0.01% -1,092 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 11,401 $1.27M 0.11% +1,323 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 11,382 $1.26M 0.21% +456 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 10,986 $1.22M 0.06% +52 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. 10,972 $1.22M 0.02% -3,860 13F-HR Timeline Group Anson Capital, Inc. More: the full row for Anson Capital, Inc. 10,813 $1.2M 0.87% -15 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,683 $1.19M 0.18% -11,549 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 10,677 $1.18M 0.43% -726 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,665 $1.18M 0.01% -226 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,519 $1.17M <0.01% +5,298 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,166 $1.13M <0.01% new 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 9,845 $1.09M 0.13% +5,500 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 9,505 $1.05M 0.86% 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 9,442 $1.05M 0.46% +17 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 9,146 $1.01M 0.87% +124 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,000 $999K 0.01% -18 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,648 $960K 0.03% -683 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 8,581 $952K 0.2% -15 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,478 $941K 0.07% +111 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,298 $921K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,279 $919K <0.01% +728 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,268 $917K <0.01% +78 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 7,790 $914K 0.16% -106 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,988 $886K <0.01% +1,809 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,883 $875K <0.01% +242 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 7,702 $855K 0.01% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,940 $818K +129 Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 7,210 $800K 0.69% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,155 $794K <0.01% -726 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7,109 $789K 0.11% +158 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,097 $787K <0.01% 0 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 7,040 $781K 0.38% +10 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 6,998 $776K 0.38% +2,498 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,875 $763K 0.01% +919 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 6,579 $730K 0.12% -2,300 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 6,497 $721K 0.34% -1,511 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 6,471 $718K 0.02% -1,922 13F-HR Timeline Group EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 6,321 $701K 0.33% +252 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,224 $691K 0.05% +49 13F-HR/A Timeline Financial Council, LLC More: the full row for Financial Council, LLC 6,188 $687K 0.27% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,980 $664K 0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,957 $661K 0.04% +22 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,938 $659K <0.01% -567 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 5,920 $657K 0.11% +1,843 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 5,894 $654K 0.17% -557 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,824 $646K 0.02% -180 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,731 $636K <0.01% +883 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 5,716 $634K 0.13% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,708 $633K 0.02% +2,698 13F-HR/A Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,513 $612K 0.01% -25 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,508 $611K <0.01% 0 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,227 $580K 0.01% +69 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,216 $579K 0.03% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,213 $578K 0.08% +300 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,153 $572K 0.01% -26 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,109 $567K <0.01% -395 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,054 $561K 0.1% -20 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,050 $560K <0.01% +1,279 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 5,010 $556K 0.21% -50 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,899 $544K <0.01% -324 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,864 $540K 0.02% +275 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,813 $534K <0.01% +1 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,767 $529K 0.21% -94 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 4,734 $525K 0.11% -1,033 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 4,695 $521K 0.29% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 4,639 $515K 0.51% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,566 $507K 0.02% -37 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,531 $503K 0.01% -766 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,446 $493K 0.01% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 4,172 $487K 0.11% +12 13F-HR Timeline Focus Financial Network, Inc. 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