Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,086,768 $125M 2.69% +51,438 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/ 881,389 $101M 0.01% +80,770 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 787,869 $90.5M 0.01% +16,135 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 616,991 $70.8M 0.08% -20,953 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 455,413 $52.2M 0.01% +99,963 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 446,747 $51.3M 0.07% -3,761 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 380,369 $43.7M 0.01% -19,770 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 378,219 $43.4M 0.01% +30,871 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 363,191 $41.7M 0.01% +88,062 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 356,849 $41M +46 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 353,948 $40.6M 0.16% +307,385 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 351,267 $39.2M <0.01% +3,568 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 285,466 $32.8M <0.01% +24,093 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 258,983 $29.7M 0.22% +68,904 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 251,267 $28.9M 0.04% -11,527 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 242,537 $27.9M 0.01% +25,411 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 238,561 $27.4M 0.02% +496 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 224,498 $25.8M 0.03% -14,817 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 203,512 $23.4M 3.39% +18,190 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 202,865 $23.3M 0.11% -8,507 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 196,805 $22.6M 0.34% +48,493 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 173,583 $19.9M 0.33% -3,991 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 169,409 $19.5M 0.03% -7,418 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 154,363 $17.7M 3.82% +5,568 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 149,822 $17.2M 1.44% -2,004 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 145,773 $16.7M 1.34% -5,204 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 140,292 $16.1M 0.83% +23,557 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 137,808 $15.8M 0.04% +8,191 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 117,816 $13.5M 0.99% -6,994 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 98,228 $11.3M 0.03% +3,826 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 94,978 $10.9M 0.08% +897 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 93,456 $10.7M 1.46% -805 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 88,279 $10.1M 0.01% +2,035 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,956 $10.1M 0.16% 0 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 82,106 $9.43M <0.01% +25,624 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 78,247 $8.99M 0.97% -3,302 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 76,908 $8.83M 3.17% -9,824 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 76,766 $8.82M 0.1% -3,991 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 $8.59M 4.44% 0 13F-HR Timeline Group PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 73,788 $8.47M 1.27% +603 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 72,612 $8.34M 0.01% +16,004 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 122,335 $8.21M 0.01% +660 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 68,115 $7.82M 0.04% +12,350 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 55,331 $6.35M 0.28% +3,711 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 50,849 $5.84M 0.37% -1,254 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 48,952 $5.62M 0.09% +1,595 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 47,731 $5.48M 0.06% -90 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 47,617 $5.47M 0.02% +6,312 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 44,675 $5.13M 1.89% -1,018 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 42,501 $4.88M 0.01% -7,170 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 41,654 $4.78M 0.02% +2,659 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 41,590 $4.78M 1.91% +5,476 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 40,048 $4.6M 0.1% +395 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 39,922 $4.58M 0.3% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 39,137 $4.49M <0.01% -564 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 39,023 $4.48M <0.01% -19,912 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 38,986 $4.48M 1.35% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 38,904 $4.38M <0.01% +1,371 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 36,082 $4.14M 0.02% -352 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 35,817 $4.11M 0.01% +25,298 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 35,274 $4.05M 0.29% -469 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 34,807 $4M 0.26% +20 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 33,328 $3.83M 2.6% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 32,152 $3.69M 0.01% +1,221 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 28,412 $3.63M 0.07% -22 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 29,448 $3.38M 0.69% -22,956 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 29,359 $3.37M 0.04% -433 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 28,842 $3.31M 1.66% +1,029 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 27,112 $3.11M +3,446 Timeline Keystone Financial Group More: the full row for Keystone Financial Group 26,738 $3.07M 0.21% -210 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 25,871 $2.97M 0.78% -410 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 25,843 $2.97M 0.17% -738 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 25,666 $2.95M 0.01% +23,458 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 24,313 $2.79M 0.3% -3,391 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 23,592 $2.71M <0.01% +13,426 13F-HR Timeline Group Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 23,848 $2.65M 1.62% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 22,603 $2.6M 0.16% -826 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 22,425 $2.58M <0.01% -1,150 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 22,357 $2.57M 0.06% -1,215 13F-HR Timeline EQ LLC More: the full row for EQ LLC 21,694 $2.49M 0.7% -22 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 19,773 $2.49M 0.1% -573 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 21,370 $2.45M 0.47% -817 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 21,249 $2.44M 0.51% -103 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 21,050 $2.42M 1.35% -1,171 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 20,501 $2.35M 0.11% -825 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 20,004 $2.3M 1.87% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 19,691 $2.26M 0.03% 0 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 18,759 $2.15M 1.74% +9,254 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,607 $2.14M <0.01% -6,161 13F-HR Timeline Group Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 18,472 $2.12M 1.38% -465 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 18,275 $2.1M 0.02% +3,369 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 18,061 $2.07M 0.04% -94 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 17,032 $1.96M 0.25% +150 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 16,727 $1.92M 0.83% -131 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,676 $1.91M 0.01% +1,243 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,077 $1.85M 0.02% +26 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 15,613 $1.79M 0.24% +829 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 15,045 $1.73M 0.17% -143 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 14,114 $1.62M 0.18% -1,035 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 13,730 $1.58M 0.94% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 13,591 $1.56M 0.81% +1,263 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,493 $1.55M 0.01% +452 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 13,294 $1.53M 1.28% 0 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,259 $1.52M 0.04% +43 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 13,228 $1.52M <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,249 $1.52M 0.01% -244 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 13,160 $1.51M 0.17% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 13,132 $1.51M 0.01% -1,398 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 12,461 $1.43M 0.08% -614 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 12,436 $1.43M 0.12% +1,035 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,395 $1.42M 0.14% -1,125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,349 $1.42M <0.01% +249 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 12,289 $1.41M 0.69% new 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 12,250 $1.41M 0.57% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,186 $1.4M 0.02% +60 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 11,720 $1.35M 0.23% -106 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 11,716 $1.35M 1.27% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,714 $1.35M <0.01% +12 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. 11,633 $1.34M 0.02% +661 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 11,326 $1.3M 0.22% -56 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 11,199 $1.29M 0.02% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 11,118 $1.28M 0.11% -4,460 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 11,114 $1.28M 0.06% -1,949 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,986 $1.26M 0.06% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,867 $1.25M 0.18% +184 13F-HR Timeline Group Anson Capital, Inc. More: the full row for Anson Capital, Inc. 10,841 $1.24M 0.85% +28 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 10,261 $1.18M 0.74% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,064 $1.16M 0.01% +5,014 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,936 $1.14M 0.01% -729 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 9,872 $1.13M 0.07% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 9,785 $1.12M 0.58% -892 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 9,638 $1.11M 0.14% -207 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 9,536 $1.1M 0.48% +94 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,529 $1.09M <0.01% +1,250 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,504 $1.09M <0.01% +2,349 13F-HR/A Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 9,319 $1.07M 0.5% +2,321 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 9,150 $1.05M 0.92% +4 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 9,023 $1.04M 0.16% +3,103 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 $1.03M 0.02% 0 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 8,779 $1.01M 0.17% +2,200 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,744 $1M 0.03% +96 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,734 $1M <0.01% +746 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,478 $974K 0.07% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,298 $953K <0.01% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 8,254 $948K 0.2% -327 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,193 $941K <0.01% +310 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,358 $916K +418 Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 7,765 $892K 0.16% -25 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 7,702 $884K 0.01% 0 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) 7,537 $865K 0.02% +4,029 13F-HR Timeline Group Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 7,503 $862K 0.68% +293 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 7,471 $853K <0.01% 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,292 $837K <0.01% new 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 7,219 $829K 0.4% +179 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7,109 $816K 0.12% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,864 $788K <0.01% -1,404 13F-HR Timeline Group KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 6,497 $746K 0.35% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 6,380 $733K 0.07% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,338 $728K 0.05% +114 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 6,308 $724K 0.32% -13 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 6,245 $717K <0.01% +514 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,194 $711K <0.01% +1,381 13F-HR Timeline Group Financial Council, LLC More: the full row for Financial Council, LLC 6,188 $711K 0.27% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,155 $707K 0.17% -26,837 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 5,957 $684K 0.24% +241 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,950 $683K 0.01% -925 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,815 $668K <0.01% new 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,794 $665K 0.04% -163 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 5,768 $662K 0.21% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,706 $655K 0.03% +1,140 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,683 $653K 0.02% -141 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,829 $651K 0.02% +3,066 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,723 $647K <0.01% +1,442 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 5,614 $645K 0.19% -280 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,508 $632K <0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,254 $603K 0.02% +390 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,226 $600K 0.01% -1 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,213 $599K 0.08% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,153 $592K 0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,134 $590K 0.03% -82 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,051 $580K 0.02% +1,533 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,973 $571K 0.05% +1,809 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,963 $570K 0.01% +957 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 4,940 $567K 0.23% -70 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,786 $550K 0.01% -727 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,766 $547K <0.01% -343 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,732 $543K 0.22% -35 13F-HR Timeline Sovereign Financial Group, Inc. 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