BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,152,132 $1.06B 0.1% -58,603 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 878,297 $223M 4.37% +407 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 724,854 $184M 0.01% +81,260 13F-HR/A Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 626,376 $159M 6.9% -24,705 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 538,685 $137M 0.03% +53,132 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 374,847 $95.4M +15,379 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 342,774 $87.2M 0.02% -267,908 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 258,991 $65.9M 0.02% 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 193,398 $49.2M 0.02% +21,951 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 163,990 $41.7M 0.04% +7,503 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 153,977 $39.2M 0.01% +35,966 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 144,294 $36.7M 0.01% +13,742 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 133,851 $34.1M 6.46% -520 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 127,728 $32.5M 0.07% -949 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 124,078 $31.6M <0.01% -9,838 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 109,902 $28M 0.04% +18,941 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 106,354 $26.9M 0.07% +6,171 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 83,670 $21.3M 0.73% +388 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 81,589 $20.8M 0.07% -1,209 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 75,314 $19.2M 0.06% +39 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 72,775 $18.5M 0.03% -3,597 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 62,491 $15.9M 3.31% +1,957 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 56,911 $14.5M 0.05% +45,500 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 56,691 $14.4M 5.04% +3,335 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 52,240 $13.3M 2.42% -1,110 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 51,691 $13.2M 0.03% -4,544 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 51,247 $13M 0.01% +320 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 49,462 $12.6M 0.08% +2,741 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 48,495 $12.3M 2.56% -284 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 45,408 $11.6M 0.13% -1,061 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 43,745 $11.1M 0.02% -2,065 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 42,668 $10.9M 0.44% +66 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 41,459 $10.5M 2.72% +980 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 40,820 $10.4M 0.05% -1,065 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 37,190 $9.46M 0.03% +6,356 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 36,126 $9.19M 2.55% +917 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 35,050 $8.92M 2.09% new 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 34,530 $8.78M 2.83% +816 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 32,545 $8.28M 0.23% -553 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 32,358 $8.23M 1.05% new 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 31,898 $8.11M 1.29% +3,492 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 34,764 $8.1M 0.01% -2,509 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 30,624 $7.79M 4.42% +1,016 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,581 $7.78M 0.01% +1,193 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 30,099 $7.66M 0.01% +3,843 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 29,954 $7.62M 0.93% -4,135 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 29,530 $7.51M 4.82% +2,424 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 29,373 $7.47M 0.07% -717 13F-HR Timeline LOCUST WOOD CAPITAL ADVISERS, LLC More: the full row for LOCUST WOOD CAPITAL ADVISERS, LLC 28,500 $7.25M 0.27% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,735 $7.06M 0.01% +21,828 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 23,026 $5.86M 1.7% 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 22,943 $5.84M 3.26% -873 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 22,423 $5.7M 0.02% -42 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,417 $5.7M 0.03% +1,658 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 22,262 $5.66M 2.49% -2,359 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 21,908 $5.57M 0.11% +203 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 20,888 $5.31M 0.48% +3,910 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 20,220 $5.14M 3.26% -21 13F-HR Timeline CX Institutional More: the full row for CX Institutional 19,860 $5.05M 0.2% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 19,279 $4.9M 0.71% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 18,831 $4.79M 1.37% -1,618 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 18,772 $4.78M 0.02% +66 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 17,890 $4.55M 0.29% -153 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 17,611 $4.48M 0.02% +996 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 17,362 $4.42M 1.47% +432 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,186 $4.37M 0.01% +243 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 17,110 $4.35M 0.32% -156 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,446 $4.18M <0.01% -1,274 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 16,062 $4.09M <0.01% -16,365 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,981 $4.07M 0.02% -24 13F-HR Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 15,776 $4.01M 1.97% -151 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 15,549 $3.96M 0.1% +337 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 15,510 $3.95M 1.04% +155 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,440 $3.93M <0.01% +1,186 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 15,354 $3.91M -348 Timeline Atom Investors LP More: the full row for Atom Investors LP 15,251 $3.88M 0.48% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 14,245 $3.62M 0.05% -297 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 13,692 $3.52M 0.38% +828 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 13,754 $3.5M 0.33% -3,764 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 13,650 $3.47M 3.14% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,145 $3.34M 0.09% +54 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13,135 $3.34M 0.35% -943 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,003 $3.31M 0.06% +629 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,000 $3.31M 0.31% +244 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,744 $3.24M 0.03% +4,385 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 12,539 $3.19M 0.02% -521 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 12,219 $3.11M 0.11% -154 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 11,995 $3.05M 0.36% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,990 $3.05M 0.04% 0 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 11,607 $2.95M 2.18% -1,742 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,363 $2.93M 0.04% +6,891 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,646 $2.71M 0.01% +904 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,594 $2.7M 0.25% +329 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,425 $2.65M 0.01% +1,241 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 10,267 $2.61M 0.92% +579 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 9,588 $2.61M 0.15% +667 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,655 $2.59M 0.02% -573 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 10,170 $2.59M 0.25% -70 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,892 $2.52M 0.31% +69 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 9,752 $2.48M 0.01% +445 13F-HR/A Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,625 $2.45M 0.07% -239 13F-HR/A Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 9,519 $2.42M 1.34% -7,628 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 9,463 $2.41M 0.58% -581 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 9,431 $2.4M 1.12% +338 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 9,430 $2.4M 0.92% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,310 $2.37M <0.01% -2,090 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,774 $2.23M <0.01% +1,776 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,767 $2.23M 0.04% +82 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,510 $2.16M 0.59% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,505 $2.16M 0.07% +6,587 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,477 $2.16M 0.08% -1,231 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,224 $2.09M +325 Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 7,990 $2.03M 0.02% +3,330 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,981 $2.03M 0.06% -523 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,852 $2M <0.01% +610 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 7,518 $1.91M 0.58% +9 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,510 $1.91M 0.02% +982 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,360 $1.87M 0.01% -4,932 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,355 $1.87M <0.01% +1,560 13F-HR Timeline Group Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 7,342 $1.87M 0.81% +132 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 7,308 $1.86M 0.59% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,295 $1.86M 0.03% +127 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,220 $1.84M 0.06% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,931 $1.76M 0.03% -610 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,916 $1.76M 0.03% -123 13F-HR Timeline Group Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 6,872 $1.75M 0.81% +84 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 6,861 $1.75M 1.54% 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 6,838 $1.74M 0.43% +25 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 6,800 $1.73M <0.01% -73 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,757 $1.72M <0.01% +1,545 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,752 $1.72M 0.04% +1,329 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,713 $1.71M +94 Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,699 $1.7M 0.01% -75 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,689 $1.7M 0.02% +1,435 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,483 $1.65M 0.03% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,376 $1.62M 0.05% -16 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,358 $1.62M 0.07% +42 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,916 $1.5M 0.04% +33 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,742 $1.46M 0.08% -200 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,726 $1.46M 0.18% +718 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,678 $1.44M 0.07% +352 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,677 $1.44M 0.49% +187 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,669 $1.44M <0.01% -2,124 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 5,890 $1.44M 0.57% +2,995 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,597 $1.42M 0.02% +164 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,180 $1.32M 0.01% -280 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,114 $1.3M 0.1% 0 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 4,940 $1.26M 0.55% +2 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,899 $1.25M 0.78% -137 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 4,870 $1.24M 0.51% +225 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,833 $1.23M 0.03% -328 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,808 $1.22M 0.01% +3,249 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,790 $1.22M 0.13% +1,936 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,702 $1.2M 0.03% +416 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,692 $1.19M 0.02% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,630 $1.18M 0.52% +943 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,585 $1.17M 0.89% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,442 $1.13M 0.32% +274 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,400 $1.12M 0.14% 0 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 4,300 $1.09M 0.82% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,244 $1.08M 0.06% -8,327 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 4,234 $1.08M 0.03% -596 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,208 $1.07M 0.01% -43 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,205 $1.07M 0.04% +3 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 4,187 $1.07M 0.54% -18 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,172 $1.06M 0.04% +79 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,150 $1.06M 0.17% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,110 $1.05M 0.07% 0 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,080 $1.04M 0.28% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,046 $1.03M <0.01% +1,197 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,937 $1M 0.08% +388 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 3,915 $996K 0.23% +323 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,842 $978K 0.32% +4 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,719 $946K 0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,715 $945K 0.06% 0 13F-HR/A Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,647 $928K 0.01% +1,997 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,643 $927K 0.64% 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,634 $925K 0.07% -14 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 3,544 $902K 0.05% -115 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,520 $895K <0.01% new 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,512 $894K 0.42% 0 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,511 $893K 0.34% +216 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,507 $892K 0.05% +71 13F-HR Timeline City State Bank More: the full row for City State Bank 3,441 $875K 0.31% +409 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,431 $873K 0.01% +420 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,416 $869K 0.08% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,408 $867K 0.38% 0 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 3,372 $858K +799 Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 3,371 $858K 0.23% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,323 $845K 0.02% +412 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,312 $843K 0.14% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 3,307 $841K 0.69% 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,255 $828K 0.07% -75 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 3,231 $822K 0.31% +40 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,214 $818K 0.01% -705 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,178 $808K 0.06% 0 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 3,167 $806K 0.05% +1,177 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,157 $803K 0.05% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,125 $795K 0.24% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,124 $795K <0.01% -130 13F-HR Timeline Group