MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,755,529 $830M 0.05% +145,068 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,414,845 $771M 1.65% +149,897 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 4,020,310 $702M 1.39% -113,154 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,037,258 $530M 0.04% -19,881 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,639,034 $461M 0.09% +59,882 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,632,395 $460M 0.08% -103,637 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,495,402 $435M 0.3% +83,243 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,598,204 $279M 0.68% -76,133 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. 1,460,909 $255M 0.15% -2,774 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,399,135 $244M 0.05% -57,251 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,167,771 $204M -33,633 Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 1,096,256 $191M 12.9% -94,056 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,075,440 $188M 0.05% +11,478 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,052,827 $184M 0.04% +68,011 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 925,977 $162M 0.01% +42,206 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 906,842 $158M 0.11% -106,346 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 886,534 $155M 1.23% +13,405 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 819,795 $143M 3.26% +24,283 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 715,025 $125M +4,687 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 702,325 $122M 0.17% +25,514 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 671,100 $117M 0.11% +26,736 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 654,641 $114M 0.04% +29,944 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 600,253 $105M 0.86% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 582,615 $102M 0.13% -5,321 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 570,947 $99.7M 0.99% -17,237 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 547,508 $95.6M 10.23% +19,089 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 537,558 $93.8M 3.02% -3,739 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 518,732 $90.6M 0.18% +39,094 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 463,712 $81M 0.1% +738 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 444,139 $77.5M 0.1% -15,454 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 435,612 $76M 0.06% -15,719 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 406,324 $70.9M 0.9% +334,159 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 394,910 $68.9M 0.08% +104,463 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 380,101 $66.4M 0.09% +6,854 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 367,997 $64.2M 6.62% +9,875 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 362,777 $63.3M <0.01% -23,184 13F-HR/A Timeline Group McAdam, LLC More: the full row for McAdam, LLC 328,554 $57.4M 2.83% +18,671 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 323,060 $56.4M 0.06% +17 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 294,507 $51.7M 7.23% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 285,872 $49.9M 0.25% +10,192 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 289,148 $49.7M 1.87% +55,054 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 283,035 $49.4M 0.36% -4,147 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 274,441 $46M 6.44% -12,689 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 262,678 $45.9M 0.07% +247,900 13F-HR Timeline Group Trust Co More: the full row for Trust Co 254,614 $44.5M 4.55% +3,698 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 245,726 $42.9M 0.07% -2,408 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 241,365 $42.1M 0.06% -1,508 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 236,546 $41.3M -23,711 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 231,072 $40.3M 0.11% -12,699 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 223,279 $38.9M 7.32% +2,876 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 197,125 $34.4M 3.02% +5,758 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 193,854 $33.8M 0.15% +11,029 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 189,333 $33.1M 0.37% +5,401 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 176,232 $30.8M 7% +5,667 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 175,774 $30.7M 2.52% -14,727 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 173,377 $30.3M 3.5% +4,765 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 173,202 $30.2M 3.6% new 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 169,713 $29.6M 0.98% +47 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 193,426 $29.6M +11,039 Timeline Avion Wealth More: the full row for Avion Wealth 167,396 $29.2M 6.27% -222 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 167,106 $29.2M 0.7% -4,459 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 165,838 $29M 0.44% -61,235 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 151,876 $26.5M 0.02% -49,715 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 151,713 $26.5M 2.38% +8,076 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 146,499 $25.6M 0.46% +1,851 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 141,799 $24.8M 4.7% +5,813 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 140,041 $24.4M 9.13% -846 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 137,951 $24.1M 0.06% +2,948 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 134,575 $23.5M 0.01% -684 13F-HR Timeline Group Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 132,153 $23.1M 10.91% -4,594 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 127,334 $22.2M 0.19% -21,498 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 125,782 $22M 3.99% +1,365 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 124,429 $21.7M +1,110 Timeline World Investment Advisors More: the full row for World Investment Advisors 121,161 $21.2M 0.43% +113,739 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 120,364 $21M 0.04% +216 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 117,607 $20.5M 0.13% +6,894 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 117,047 $20.4M 0.06% -6,534 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 113,853 $19.9M 0.25% -3,704 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 111,925 $19.5M 1.42% +455 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 111,639 $19.5M 0.03% +7,378 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 108,534 $18.9M 2.72% +3,291 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 108,033 $18.9M 0.03% +1,056 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 107,849 $18.8M 0.05% -8,262 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 104,571 $18.3M 3.75% -336 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 104,350 $18.2M 1.63% -569 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 104,207 $18.2M 0.03% -15,034 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 103,501 $18.1M 1.23% -977 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 101,187 $17.6M 0.49% +9,380 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 96,504 $16.8M 0.22% -1,605 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 95,671 $16.7M 2.73% +355 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 95,012 $16.6M 0.82% +6,792 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 93,902 $16.4M 4.81% +4,602 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 93,296 $16.3M 5.26% +2,333 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 84,129 $16.2M 1.87% -3,851 13F-HR/A Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 89,418 $15.6M 1.13% -1,220 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 87,941 $15.4M 9.89% +2,958 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 87,677 $15.3M 3.54% +71 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 87,437 $15.3M 1.13% +3,299 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 86,477 $15.1M 0.89% -3,867 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 85,660 $15M 0.87% -2,815 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 85,902 $14.9M 0.39% +2,493 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 84,413 $14.7M 0.08% +2,860 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 83,670 $14.6M 0.17% -553 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 83,058 $14.5M 0.53% +123 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 77,875 $13.6M 0.14% +8,639 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 76,486 $13.4M 1.6% -419 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 75,596 $13.2M 0.03% -1,512 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 71,615 $12.5M 4.03% +8,782 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 70,121 $12.2M 0.07% -237 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 69,632 $12.2M 0.24% +7,068 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 70,747 $12.1M 0.27% +53,004 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 68,290 $11.9M 0.71% +345 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 67,476 $11.8M 2.02% +6,326 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 67,469 $11.8M 2.07% +1,823 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 67,336 $11.8M 1.57% -303 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 67,133 $11.7M 8.56% +17,364 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 63,681 $11.1M 0.17% -4,854 13F-HR Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 62,775 $11M 3.31% +693 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 62,359 $10.9M 0.08% +1,406 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 61,769 $10.8M 0.46% +356 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 61,935 $10.8M 0.27% -3,060 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 60,822 $10.6M 0.3% +485 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 60,567 $10.6M 0.06% +9,827 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 59,533 $10.4M 0.06% -5,348 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 59,289 $10.4M 0.07% +4,741 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 59,235 $10.3M 0.05% +1,278 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 59,208 $10.3M 0.06% +1,674 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 58,663 $10.2M 3.06% +3,076 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 57,728 $10.1M 7.23% +1,768 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 57,695 $10.1M 0.26% -4,045 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 55,806 $9.74M 0.23% +690 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 55,228 $9.63M 2.18% -4,298 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 54,974 $9.6M 0.04% +4,006 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 54,878 $9.58M 0.05% -1,787 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 54,861 $9.58M 0.3% +3 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 54,629 $9.54M 0.12% +1,410 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 54,531 $9.52M 0.25% +10,574 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 54,309 $9.48M 0.27% -2,046 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 54,192 $9.46M <0.01% -485 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 53,091 $9.27M 2.62% +3,012 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 52,313 $9.13M 0.45% -694 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 50,164 $8.8M 0.23% +25,431 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 48,669 $8.5M 2.29% -3,032 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 48,373 $8.44M 3.42% -15,155 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 48,060 $8.39M 1.4% +2,450 13F-HR/A Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 47,618 $8.31M 2.21% +1,156 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 47,043 $8.21M 4.22% +1,646 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 46,992 $8.2M 0.27% -2,878 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 46,668 $8.15M 1.42% -103 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 46,642 $8.14M 0.22% -622 13F-HR Timeline CX Institutional More: the full row for CX Institutional 46,521 $8.12M 0.25% +1,284 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 46,297 $8.08M 0.14% +556 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 45,465 $7.94M 0.52% +4,573 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 45,458 $7.94M 0.13% +9,841 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 45,437 $7.93M 0.37% 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 45,358 $7.92M 0.01% -25 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 44,335 $7.74M 2.77% +2,138 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 43,010 $7.51M 0.03% -471 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 42,524 $7.42M 0.27% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 42,361 $7.4M 1.11% +236 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 42,274 $7.38M 0.05% +4,144 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 41,958 $7.3M 0.86% +455 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 41,709 $7.28M 0.52% +4,453 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 41,653 $7.27M 1.46% -617 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 40,980 $7.15M 1.06% -822 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 40,033 $6.99M 2.53% +2,024 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 39,099 $6.83M 0.87% +1,605 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 38,292 $6.69M 1.65% -232 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 37,722 $6.59M 3.05% +1,752 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 36,791 $6.42M 4.44% -986 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,702 $6.41M 0.06% -3,454 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 36,368 $6.35M 0.11% +4,462 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 36,127 $6.31M 0.04% +1,294 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 36,045 $6.29M 0.52% +4,096 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 35,890 $6.27M 0.7% +14,226 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 35,694 $6.23M 0.62% +3,448 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 35,441 $6.19M 0.09% -204 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Zeit Capital LLC More: the full row for Zeit Capital LLC 35,344 $6.17M 4.19% -103 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 35,160 $6.14M 1.79% -822 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 35,151 $6.14M 0.51% +195 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 35,034 $6.12M 4.17% +1,608 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 34,588 $6.04M 2.06% -1,478 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 32,923 $5.75M 0.39% -426 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 32,636 $5.7M 3.5% -226 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 32,447 $5.66M 3.32% +1,074 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 32,434 $5.66M 4.18% +305 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 32,130 $5.64M 0.17% -1,523 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 31,821 $5.56M 2.88% -69 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 31,730 $5.54M 0.7% -493 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 31,457 $5.49M 0.09% +181 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 31,402 $5.48M 2.1% -5 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 31,381 $5.48M 2.27% +559 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 30,942 $5.4M 2.64% -1,620 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 31,192 $5.4M 1.57% -5,072 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 30,863 $5.39M 0.48% -220 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 30,707 $5.36M 0.01% +4,861 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 30,516 $5.35M 0.2% -5,044 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 30,371 $5.3M 0.12% -4,875 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 30,334 $5.3M 2.23% +508 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 30,008 $5.24M 3.95% +2,338 13F-HR Timeline