BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,683,785 $912M 0.08% -468,347 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 893,994 $221M 5.29% +15,697 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 722,372 $179M 0.01% -2,482 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 551,390 $136M 0.03% +12,705 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 407,835 $101M +32,988 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 314,627 $77.9M 0.02% -28,147 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 256,667 $63.5M 0.02% -2,324 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 206,456 $51.1M 0.02% +13,058 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 155,022 $42.2M 2.1% -471,354 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 169,944 $42.1M 0.04% +5,954 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 152,814 $37.8M 0.01% -1,163 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 143,421 $35.5M <0.01% +19,343 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 143,158 $35.3M 0.01% -1,136 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 134,969 $33.4M 0.06% +7,241 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 134,487 $33.3M 6.3% +636 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 119,114 $29.5M 0.04% +9,212 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 104,934 $26M 0.06% -1,420 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 84,001 $20.8M 0.75% +331 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 82,818 $20.5M 0.07% +1,229 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 81,214 $20.1M 0.07% +5,900 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 74,542 $18.5M 0.03% +1,767 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 64,837 $16.1M 3.71% +2,346 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 60,000 $14.9M 0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 58,084 $14.4M 0.05% +1,173 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 55,385 $13.7M 5.21% -1,306 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 54,544 $13.5M 0.03% +2,853 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 52,240 $13.3M 2.42% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 53,370 $13.2M 0.08% +3,908 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. 51,207 $12.7M 0.01% -40 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 49,231 $12.2M 2.73% +736 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 46,401 $11.5M 0.02% +2,656 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 44,990 $11.1M 0.01% +14,891 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 39,660 $10.6M 2.69% -1,799 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 40,113 $9.93M 0.12% -5,295 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 38,806 $9.61M 0.03% +1,616 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 38,808 $9.61M <0.01% +22,746 13F-HR/A Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 38,700 $9.58M 0.05% -2,120 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 36,069 $8.93M 2.46% -57 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 34,595 $8.56M 1.39% +2,697 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 33,357 $8.26M 0.24% +812 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 31,873 $7.89M 0.01% -2,891 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 31,206 $7.71M 4.72% +582 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 30,853 $7.64M 4.83% +1,323 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 30,683 $7.6M 0.04% +13,072 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 29,393 $7.28M 0.06% +20 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 27,583 $6.83M 2.1% -6,947 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,214 $6.49M 0.2% -16,454 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 23,733 $5.88M 1.64% +707 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 23,288 $5.76M 2.38% +1,026 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,886 $5.67M 0.02% +4,114 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 22,440 $5.55M 3.29% -503 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,549 $5.33M 0.03% -868 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 21,156 $5.24M 0.09% -752 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 20,624 $5.11M 0.42% -264 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 20,412 $5.05M 3.2% +192 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 19,310 $4.78M 0.01% +2,124 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 19,214 $4.76M 0.7% -65 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,229 $4.51M 0.01% -4,194 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 17,477 $4.33M 0.28% -413 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 16,693 $4.13M 0.31% -417 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 16,365 $4.05M 1.9% +589 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 16,069 $3.98M 0.02% +88 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 15,821 $3.92M 0.14% +3,602 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,732 $3.89M <0.01% -714 13F-HR Timeline Group FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 15,621 $3.87M 1.29% -1,741 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 15,584 $3.86M 0.03% +2,840 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,540 $3.85M <0.01% +100 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 15,490 $3.83M 2.54% +3,883 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,003 $3.71M 0.05% +758 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 14,722 $3.64M 0.09% -827 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,630 $3.62M <0.01% +13,020 13F-HR Timeline Group Bonfire Financial More: the full row for Bonfire Financial 14,584 $3.61M 3.33% +934 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 14,145 $3.5M 0.37% +1,010 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,364 $3.31M 0.06% +361 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 12,425 $3.08M 0.29% -575 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 12,265 $3.04M 0.02% -274 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12,000 $2.97M 0.04% +10 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 11,995 $2.97M 0.36% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 11,920 $2.95M 0.29% -1,834 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,944 $2.71M 0.03% +5,347 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,996 $2.71M 0.03% -367 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,614 $2.63M 0.25% +20 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 10,394 $2.61M 0.03% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,393 $2.57M <0.01% +7,372 13F-HR/A Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 10,362 $2.57M 0.9% +95 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 10,265 $2.54M 0.08% +640 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,034 $2.48M 0.08% +1,529 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 9,878 $2.45M 1.18% +447 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,873 $2.44M 0.24% -297 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,823 $2.43M 0.3% -69 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 9,709 $2.4M 0.59% +246 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 9,578 $2.37M 0.01% -174 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,568 $2.37M 0.02% -87 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,534 $2.36M <0.01% -1,112 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 9,430 $2.33M 0.5% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,370 $2.32M <0.01% -18,365 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,190 $2.29M 0.02% +1,680 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,221 $2.28M 0.01% -1,204 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,926 $2.21M 0.03% +159 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,917 $2.21M <0.01% -393 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 8,830 $2.19M 0.46% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,488 $2.1M 0.58% -22 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,381 $2.07M 0.08% -96 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,346 $2.07M <0.01% -22,235 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,274 $2.05M +50 Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,915 $1.96M <0.01% +63 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,841 $1.93M <0.01% +3,795 13F-HR/A Timeline Group Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 7,522 $1.86M 0.59% +4 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,510 $1.86M 0.05% -471 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,353 $1.82M 0.01% -7 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,252 $1.8M 0.05% +32 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 7,167 $1.8M 0.21% -6,525 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 7,249 $1.79M 0.58% -59 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,244 $1.79M 0.02% +555 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,236 $1.79M <0.01% -1,538 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,195 $1.78M <0.01% -160 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,083 $1.75M 0.02% +4,550 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 7,083 $1.75M 0.02% +4,550 13F-HR/A Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,054 $1.75M <0.01% +254 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,919 $1.71M 0.04% +167 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,916 $1.71M 0.03% 0 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,794 $1.68M 0.01% +95 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 6,777 $1.68M 0.78% -95 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,585 $1.64M -128 Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,483 $1.6M 0.02% 0 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 6,450 $1.6M 0.38% -388 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,377 $1.58M 0.07% +19 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,318 $1.56M <0.01% -439 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,221 $1.54M 0.02% -1,074 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,213 $1.54M 0.05% -163 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,156 $1.52M 0.02% -775 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 6,062 $1.5M -9,292 Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,011 $1.49M 0.01% +1,203 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,932 $1.47M 0.05% +16 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,845 $1.45M 0.47% +168 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,600 $1.39M 0.08% -142 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 5,420 $1.34M 0.58% +550 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,322 $1.32M 0.09% +208 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 5,003 $1.28M 0.29% +1,088 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,127 $1.27M 0.8% +228 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,082 $1.26M 0.06% -596 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,041 $1.25M 0.01% -139 13F-HR/A Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 4,954 $1.23M 0.52% +14 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,894 $1.21M 0.06% +784 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4,842 $1.2M <0.01% -827 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,716 $1.17M 0.03% +14 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,692 $1.16M 0.02% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,636 $1.15M 0.26% +6 13F-HR/A Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,585 $1.14M 0.91% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,573 $1.13M 0.01% +365 13F-HR Timeline Group KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 4,572 $1.13M 0.74% +3,228 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,565 $1.13M 0.04% +393 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,405 $1.09M 0.02% -428 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,400 $1.09M 0.15% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,367 $1.07M 0.44% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,315 $1.07M 0.3% -127 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 4,300 $1.06M 0.78% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 4,244 $1.05M 0.43% +57 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,207 $1.04M 0.05% +2 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,150 $1.03M 0.17% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,054 $1M 0.01% +930 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,005 $991K 0.06% -239 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,823 $946K 0.33% -19 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,759 $931K 0.06% +252 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,754 $929K 0.05% +587 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,715 $920K 0.06% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,647 $903K 0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,643 $902K 0.06% +9 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,620 $896K <0.01% +100 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,555 $880K 0.01% +232 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,512 $869K 0.42% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,509 $869K 0.55% -134 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 3,505 $868K 0.23% -575 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,493 $865K 0.05% -51 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,486 $863K 0.34% -25 13F-HR Timeline City State Bank More: the full row for City State Bank 3,466 $858K 0.28% +25 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,416 $846K 0.07% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,408 $844K 0.39% 0 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 3,392 $840K 0.79% +2,105 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,390 $839K 0.01% -4,600 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 3,374 $835K +2 Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 3,277 $811K 0.66% -30 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,238 $802K 0.06% -17 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,205 $793K 0.1% -2,521 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,189 $789K 0.01% -25 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,157 $782K 0.06% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,134 $776K 0.06% -44 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,125 $774K 0.22% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,115 $771K 0.06% -822 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,115 $771K <0.01% 0 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,114 $771K 0.12% -198 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,053 $756K 0.05% 0 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 3,053 $756K 0.54% -30 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,042 $753K 0.06% +568 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,021 $748K +366 Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,997 $742K 0.32% -92 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,909 $720K 0.02% +2,101 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,908 $720K <0.01% -165 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,887 $715K 0.01% -199 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,861 $708K 0.27% 0 13F-HR Timeline