BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,667,729 $1.03B 0.08% -16,056 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,094,772 $307M 0.02% +372,400 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 909,939 $255M 5.25% +15,945 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 525,100 $147M 0.03% -26,290 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 456,981 $128M 6.6% +301,959 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 340,082 $95.2M -67,753 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 315,993 $88.5M 0.02% +1,366 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 239,968 $67.2M 0.02% +33,512 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 225,534 $63.2M 0.02% -31,133 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 159,157 $44.6M 0.01% +6,343 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 158,276 $44.3M 0.04% -11,668 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 142,366 $40M 0.01% -792 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 141,163 $39.5M 0.05% +22,049 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 139,828 $39.2M <0.01% -3,593 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 135,898 $38.1M 6.24% +1,411 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 106,490 $29.8M 0.07% +1,556 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 99,294 $27.8M 0.05% -35,675 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 86,448 $24.2M 0.81% +2,447 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 83,385 $23.4M 0.07% +2,171 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 77,512 $21.7M 0.07% -5,306 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 77,213 $21.6M 0.03% +2,671 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 68,048 $19.1M 0.03% +21,647 13F-HR Timeline Group Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 66,835 $18.7M 3.86% +1,998 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 64,038 $17.9M 0.01% +19,048 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 62,388 $17.5M 5.72% +7,003 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 59,018 $16.5M 0.05% +934 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 57,998 $16.2M 0.09% +4,628 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 57,518 $16.1M 0.03% +2,974 13F-HR/A Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 51,830 $14.5M 2.3% -410 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 50,361 $14.1M 0.01% -846 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 45,767 $12.8M 2.74% -3,464 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 39,562 $11.3M 2.75% -98 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 40,000 $11.2M 0.01% -20,000 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 39,625 $11.1M 0.05% +925 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 39,084 $10.9M 0.23% +12,870 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 38,369 $10.7M 0.03% -437 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 35,523 $9.95M 1.48% +928 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 35,193 $9.86M <0.01% -3,615 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 33,743 $9.45M 0.25% +386 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31,713 $9.02M 0.01% +23,367 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 32,065 $8.98M 0.01% +192 13F-HR/A Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 31,808 $8.96M 0.2% -8,305 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 31,499 $8.82M 0.04% +816 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 28,902 $8.09M 0.41% new 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 28,460 $7.97M 0.06% -933 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 27,622 $7.71M 4.28% -3,584 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 26,135 $7.32M 4.79% -4,718 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 24,563 $6.88M 1.73% +830 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 24,199 $6.78M 1.72% -11,870 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 22,462 $6.34M 2.41% -826 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 21,897 $6.13M 3.42% -543 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,685 $6.07M 0.03% +136 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,695 $5.8M 0.01% +1,385 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 19,277 $5.4M 0.36% -1,347 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 18,658 $5.23M 0.3% +1,181 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 18,284 $5.12M 0.02% -4,602 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,024 $5.05M 0.01% -205 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 17,964 $5.03M 0.66% -1,250 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 17,500 $4.9M 0.06% -3,656 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 17,313 $4.85M 0.02% +1,729 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 16,703 $4.68M 2.1% +338 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 16,493 $4.62M <0.01% +953 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,015 $4.49M 0.17% +15,751 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 15,916 $4.46M 1.4% +295 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,635 $4.38M 0.01% +6,265 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 15,486 $4.34M <0.01% -246 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 15,436 $4.32M 0.1% +714 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 15,398 $4.31M 1.44% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 15,384 $4.31M 2.41% -106 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 15,248 $4.27M 3.5% +664 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 15,189 $4.25M 1.98% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 14,952 $4.19M 0.02% -1,117 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 14,874 $4.17M 0.11% new 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 14,669 $4.11M 0.91% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 13,942 $3.9M 2.42% -6,470 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,870 $3.88M 0.06% +506 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13,675 $3.86M 0.38% -470 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 13,336 $3.73M 0.04% -1,667 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,824 $3.59M 0.03% +1,828 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 12,042 $3.37M 0.29% -383 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 11,995 $3.36M 0.39% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,990 $3.36M 0.05% -10 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,492 $3.22M 0.02% +1,924 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 11,236 $3.15M 0.02% -1,029 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 11,215 $3.14M 0.03% +821 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 10,964 $3.07M 1% +602 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,928 $3.06M 0.29% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,776 $3.02M 0.03% -168 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,692 $2.99M 0.01% +1,158 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 10,669 $2.99M 0.28% -1,251 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,648 $2.98M 0.1% -5,173 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,514 $2.96M 0.02% +1,324 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,548 $2.95M 0.14% +514 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,377 $2.91M 0.25% -237 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,028 $2.81M 0.03% +2,784 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,862 $2.81M 0.08% -403 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 9,926 $2.78M 1.24% +48 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,904 $2.77M 0.32% +81 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 9,827 $2.75M 0.01% +249 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,808 $2.75M 0.25% -65 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 9,430 $2.64M 0.52% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,169 $2.56M <0.01% +1,328 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,913 $2.5M 0.03% -13 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,611 $2.41M <0.01% +1,416 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,489 $2.38M 0.58% +1 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,405 $2.35M <0.01% -512 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,385 $2.35M 0.08% +4 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,302 $2.33M 0.01% -919 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,187 $2.29M -87 Timeline Retireful, LLC More: the full row for Retireful, LLC 8,124 $2.28M 1.57% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,999 $2.24M 0.04% +1,080 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,847 $2.2M <0.01% -68 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,669 $2.15M 0.01% +316 13F-HR/A Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,619 $2.13M 0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,577 $2.12M <0.01% +341 13F-HR Timeline Group Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 7,429 $2.08M 0.6% -93 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 7,308 $2.06M 0.22% +141 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,230 $2.02M 0.04% -280 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 7,217 $2.02M +1,155 Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 7,264 $2.02M 0.59% +15 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,162 $2.01M 0.02% +79 13F-HR/A Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,139 $2M 0.06% -113 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 6,989 $1.96M <0.01% -65 13F-HR/A Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,916 $1.94M 0.03% 0 13F-HR Timeline Group Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 6,880 $1.93M 0.82% +103 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,483 $1.82M 0.03% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,451 $1.81M 0.01% -343 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,393 $1.79M 0.08% +16 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 6,376 $1.79M 0.37% -74 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 6,215 $1.74M 1.56% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,112 $1.71M 0.01% +101 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,107 $1.71M 0.05% -106 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,985 $1.68M 0.02% -236 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,946 $1.67M 0.05% +14 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 5,670 $1.59M 0.63% +250 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,315 $1.49M 0.84% +188 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,195 $1.45M 0.08% -1,390 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,067 $1.42M 0.1% -255 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,015 $1.4M 0.24% +379 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,988 $1.4M 0.01% -53 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 4,984 $1.4M 1.2% +1,592 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 4,959 $1.39M 0.55% +5 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,946 $1.39M <0.01% -1,372 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,937 $1.38M 0.39% -908 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,682 $1.35M 0.5% +315 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,817 $1.35M 0.94% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,812 $1.35M <0.01% -9,818 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,783 $1.34M 0.02% -1,373 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,729 $1.32M <0.01% +2,146 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,706 $1.32M 0.67% +2,027 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,692 $1.31M 0.02% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,585 $1.28M 0.91% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,550 $1.27M 0.07% -1,050 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,543 $1.27M 0.06% +2,386 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,535 $1.27M 0.03% +130 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4,516 $1.26M <0.01% -326 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,515 $1.26M 0.01% -58 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 4,456 $1.25M 0.45% +212 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,400 $1.23M 0.16% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,397 $1.23M 0.03% -168 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 4,300 $1.2M 0.85% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,294 $1.2M 0.03% -422 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,224 $1.18M 0.05% -670 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,208 $1.18M 0.05% +1 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,187 $1.17M 0.06% +182 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,181 $1.17M 0.05% -901 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,150 $1.16M 0.18% 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) 3,967 $1.11M 0.03% +2,062 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,844 $1.08M 0.06% +85 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,799 $1.06M 0.07% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,715 $1.04M 0.06% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,647 $1.02M 0.01% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,623 $1.01M 0.41% +626 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,600 $1.01M <0.01% new 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,567 $999K 0.37% +81 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,549 $994K 0.01% +2,157 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,512 $984K 0.43% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 3,505 $982K 0.25% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,494 $979K 0.05% +1 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 3,490 $977K +116 Timeline City State Bank More: the full row for City State Bank 3,462 $970K 0.3% -4 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,426 $959K 0.01% -129 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,421 $958K 0.3% new 13F-HR Timeline Koshinski Asset Management, Inc. 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