BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,915,208 $1.16B 0.09% +247,479 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 933,855 $277M 0.02% -160,917 13F-HR/A Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 923,559 $274M 4.12% +13,620 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 533,195 $158M 0.03% +8,095 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 397,863 $118M 5.63% -59,118 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 313,077 $92.8M 0.02% -2,916 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 283,947 $84.1M 0.02% +43,979 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 275,907 $81.7M -64,175 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 210,127 $62.3M 0.02% -15,407 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 171,322 $50.8M 0.01% +12,165 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 155,933 $46.2M 0.04% -2,343 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 142,734 $42.7M 0.01% +368 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 142,334 $42.2M <0.01% +2,506 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 140,275 $41.6M 0.05% -888 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 138,744 $41.1M 6.18% +2,846 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 105,676 $31.3M 0.04% +6,382 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 98,442 $29.2M 0.06% -8,048 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 96,995 $28.7M 0.12% +38,997 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 95,125 $28.2M 0.02% +31,087 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 86,872 $25.7M 0.83% +424 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 82,327 $24.4M 0.07% -1,058 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 76,730 $22.7M 0.03% -483 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 69,136 $20.5M 3.78% +2,301 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 67,496 $20M 0.07% -10,016 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 66,776 $19.6M 0.03% +9,258 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 63,628 $18.9M 5% +1,240 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 60,695 $18M 0.05% +1,677 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 51,789 $15.3M 0.09% +23,329 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 51,221 $15.2M 2.28% -609 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 48,747 $14.4M 0.01% -1,614 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 43,119 $12.8M 2.49% -2,648 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 41,411 $12.3M 0.02% -26,637 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 40,013 $12M 2.77% +451 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 39,705 $11.8M 0.05% +80 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 39,695 $11.8M 0.03% +1,326 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 39,590 $11.7M 0.22% +506 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 39,449 $11.7M <0.01% +4,256 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 35,788 $10.6M 0.02% +4,075 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 34,220 $10.1M 0.26% +477 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 33,577 $9.95M 0.02% +28,631 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 33,490 $9.92M 0.04% +1,991 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 29,315 $8.69M 0.39% +413 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 27,311 $8.06M 1.79% -311 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 25,469 $7.55M 4.76% -666 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 24,722 $7.33M 1.73% +523 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 23,921 $7.09M 1.67% -642 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,707 $6.73M 0.03% +1,022 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 22,306 $6.61M 0.02% +4,993 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,733 $6.14M 0.01% +38 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 20,000 $5.93M <0.01% -20,000 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 19,639 $5.82M 2.08% -2,823 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 19,311 $5.72M 0.31% +34 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,303 $5.72M 0.01% -12,762 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 18,330 $5.43M 2.59% +2,946 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,097 $5.36M 0.01% +73 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 18,020 $5.34M 0.46% +7,092 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 17,964 $5.32M 0.63% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 17,661 $5.23M 0.05% +161 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 17,618 $5.22M +10,401 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,224 $5.1M 0.01% -1,060 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 17,201 $5.1M 0.28% -1,457 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,099 $5.07M <0.01% +606 13F-HR Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 16,825 $4.99M 2.07% +122 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,824 $4.98M 0.17% +809 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 16,442 $4.87M 1.42% +526 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 15,346 $4.55M 0.1% -90 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 15,286 $4.53M 3.48% +38 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 15,205 $4.51M 1.47% -193 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,108 $4.48M 0.02% +156 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 14,902 $4.42M <0.01% -584 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 14,315 $4.24M 0.06% +445 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 14,241 $4.22M 0.1% -633 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 14,140 $4.19M 0.83% -529 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13,623 $4.05M 0.36% -52 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,406 $3.97M <0.01% +10,872 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,047 $3.87M 0.01% -2,588 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 12,897 $3.82M 0.12% +2,249 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 12,786 $3.79M 2.24% -1,156 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 12,431 $3.68M 0.02% +1,917 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,150 $3.6M 0.04% -1,186 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,175 $3.6M 0.02% -649 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 11,995 $3.55M 0.39% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,990 $3.55M 0.05% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,914 $3.53M 0.03% +1,138 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 11,798 $3.5M 0.03% +1,770 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,890 $3.49M <0.01% +2,721 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 11,636 $3.45M 0.26% -406 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,163 $3.31M 0.02% -329 13F-HR/A Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 11,143 $3.3M 1.42% -10,754 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 11,142 $3.3M 0.99% +178 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,786 $3.2M 0.01% +94 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,711 $3.17M 0.26% +334 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,550 $3.13M 0.15% +2 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 10,177 $3.02M 0.27% -492 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,904 $2.93M 0.33% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,854 $2.93M 0.07% -8 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,790 $2.9M 0.25% -18 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 9,711 $2.88M 0.59% new 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 9,430 $2.79M 0.5% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 9,383 $2.78M 1.09% -543 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 9,229 $2.73M 0.01% -598 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,002 $2.67M <0.01% +597 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,793 $2.61M 0.03% -120 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,489 $2.52M 0.35% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,388 $2.49M 0.08% +3 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,301 $2.46M <0.01% -310 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,058 $2.39M <0.01% +211 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,053 $2.39M 0.04% +54 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 7,839 $2.32M -348 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,821 $2.32M <0.01% +244 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,672 $2.27M 0.01% +3 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,668 $2.27M <0.01% -634 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 7,374 $2.18M 0.63% -55 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 7,361 $2.18M 0.84% +481 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 7,227 $2.16M 0.26% -81 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,245 $2.15M 0.06% +106 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,183 $2.13M 0.01% +1,071 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,166 $2.12M 0.04% -64 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,148 $2.12M 0.32% +2,133 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 6,989 $2.07M <0.01% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,780 $2.01M 0.03% -136 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 6,746 $2M 0.54% -518 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,512 $1.93M 0.01% +61 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,484 $1.92M 0.03% +1 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,409 $1.9M 0.07% +16 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 6,378 $1.89M 0.31% +2 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 6,275 $1.86M 1.59% +60 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 6,120 $1.81M 0.67% +450 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,048 $1.79M 0.02% +63 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,960 $1.77M 0.04% +14 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,635 $1.67M 0.05% -472 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 5,581 $1.65M 1.41% +597 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,456 $1.62M 0.01% +941 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,399 $1.6M 0.01% +3,041 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,199 $1.54M 0.8% -116 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,070 $1.5M <0.01% +3,838 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,049 $1.5M 0.39% +112 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,998 $1.48M 0.01% -2,164 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 4,971 $1.47M 0.55% +12 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,934 $1.46M 0.01% -54 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,917 $1.46M 0.04% +3,272 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,909 $1.45M 0.06% +366 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,886 $1.45M 0.1% -181 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,821 $1.43M 0.03% +424 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,756 $1.4M 0.49% +74 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,710 $1.4M 0.03% +416 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,699 $1.39M <0.01% -30 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,692 $1.39M 0.02% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,625 $1.37M 0.64% -81 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,606 $1.36M 0.03% +71 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,585 $1.36M 0.91% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,584 $1.36M 0.02% -199 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,510 $1.34M 0.05% +302 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,400 $1.3M 0.16% 0 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 4,300 $1.27M 0.76% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,224 $1.25M 0.06% 0 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 4,208 $1.25M <0.01% -308 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,150 $1.23M 0.06% -400 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 4,107 $1.22M 0.41% -349 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,006 $1.19M 0.05% -175 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,000 $1.19M <0.01% +400 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,936 $1.17M 0.01% +387 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,900 $1.16M 0.17% -250 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,829 $1.14M 0.05% -15 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,812 $1.13M +796 Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,799 $1.13M 0.07% 0 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,683 $1.09M 0.38% +116 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,647 $1.08M 0.01% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,646 $1.08M 0.14% +1,428 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,643 $1.08M 0.42% +20 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,559 $1.05M 0.05% -628 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 3,552 $1.05M +62 Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,515 $1.04M 0.06% -200 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,495 $1.04M 0.05% +1 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,494 $1.04M 0.43% -18 13F-HR Timeline City State Bank More: the full row for City State Bank 3,462 $1.03M 0.3% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,430 $1.02M 0.01% +4 13F-HR/A Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,421 $1.01M 0.27% 0 13F-HR Timeline Koshinski Asset Management, Inc. 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