MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,750,549 $843M 0.05% -4,980 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,524,777 $803M 1.64% +109,932 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 3,924,610 $696M 1.33% -95,700 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,906,096 $693M 3.6% 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/ 3,122,050 $554M 0.04% +84,792 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,704,404 $480M 0.09% +65,370 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,627,102 $466M 0.28% +131,700 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,549,206 $452M 0.08% -83,189 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,735,188 $308M 0.74% +136,984 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. 1,468,370 $260M 0.14% +7,461 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,394,274 $247M -4,861 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,137,605 $202M -30,166 Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 1,104,020 $196M 13.08% +7,764 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,075,243 $191M 0.05% -197 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,038,344 $184M 0.01% +112,367 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,022,955 $181M 1.37% +136,421 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 991,660 $176M 0.04% -61,167 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 979,350 $174M 0.11% +72,508 13F-HR/A Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 847,200 $150M 3.32% +27,405 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 790,818 $140M 0.04% +136,177 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 708,046 $126M 0.11% +36,946 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 698,040 $123M -16,985 Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 623,341 $111M 0.89% +23,088 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 621,313 $110M 0.13% +38,698 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 559,120 $99.2M 10.19% +11,612 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 547,312 $97.1M 1.06% +140,988 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 542,484 $96.2M 0.78% -28,463 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 540,826 $95.9M 2.99% +3,268 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 514,064 $91.2M 0.16% -4,668 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 490,834 $87.1M 0.1% +27,122 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 434,362 $77M 0.06% -1,250 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 428,227 $76M 0.1% -15,912 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 418,098 $74.2M 0.08% +23,188 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 405,710 $72M 0.11% -296,615 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 386,527 $68.6M 0.09% +6,426 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 382,402 $67.8M <0.01% +19,625 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 379,805 $67.4M 6.82% +11,808 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 347,264 $61.6M 2.82% +18,710 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 329,122 $58.4M 0.06% +6,062 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 297,606 $55.1M 1.88% +8,458 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 300,489 $53.3M 7.28% +5,982 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 294,418 $52.2M 0.25% +8,546 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 272,291 $48.3M 0.13% +155,244 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 270,583 $48M 5.88% -3,858 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 268,765 $47.7M 0.06% +6,087 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 266,450 $47.3M 0.32% -16,585 13F-HR Timeline Group Trust Co More: the full row for Trust Co 259,101 $46M 4.31% +4,487 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 245,109 $44.7M 0.06% +3,744 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 242,520 $43M 0.1% +11,448 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 239,879 $42.5M 0.05% -5,847 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 228,679 $40.6M -7,867 Timeline Marotta Asset Management More: the full row for Marotta Asset Management 223,866 $39.7M 7.35% +587 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 203,452 $36.1M 3.11% +6,327 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 199,974 $35.5M 0.39% +10,641 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 196,890 $34.9M 0.13% +3,036 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 193,521 $34.3M 0.06% +163,771 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 178,829 $31.7M 7.01% +2,597 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 177,651 $31.5M 0.74% +10,545 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 175,901 $31.2M 1.02% +6,188 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 198,565 $31M +5,139 Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 173,410 $30.8M 3.59% +208 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 173,073 $30.7M 2.49% -2,701 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 168,721 $29.9M 0.44% +2,883 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 164,783 $29.2M 0.02% +12,907 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 162,867 $28.9M 6.06% -4,529 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 157,777 $28M 9.2% +17,736 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 156,945 $27.8M 2.34% +5,232 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 149,533 $26.5M 0.01% +14,958 13F-HR Timeline Group DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 146,071 $25.9M 6.05% 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 145,699 $25.8M 4.72% +3,900 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 140,164 $24.9M 0.07% +2,213 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 134,737 $23.9M 0.39% +13,576 13F-HR/A Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 131,297 $23.3M 9.25% 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 131,018 $23.2M 9.71% -1,135 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 130,792 $23.2M 0.16% +3,458 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 126,770 $22.5M 0.03% +15,131 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 126,763 $22.5M 4.11% +981 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 125,826 $22.3M 0.12% +8,219 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 123,187 $21.8M 0.04% +2,823 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 123,085 $21.8M -1,344 Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 116,248 $20.6M 0.26% +2,395 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 110,629 $19.6M 2.76% +2,095 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 109,235 $19.4M 1.33% -2,690 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 106,315 $18.9M 0.03% +2,108 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 106,000 $18.8M 0.03% -2,033 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 105,338 $18.7M 0.05% -2,511 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 104,659 $18.6M 0.89% +9,647 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 104,448 $18.5M 3.68% -123 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 103,863 $18.4M 1.22% +362 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 102,721 $18.2M 1.57% -1,629 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 102,199 $18.1M 0.49% +1,012 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 101,554 $18M 0.08% +74,394 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 97,602 $17.3M 4.86% +3,700 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 96,806 $17.2M 1.49% +12,677 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 96,710 $17.2M 0.35% -49,789 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 96,289 $17.1M 2.76% +618 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 95,898 $17M 5.34% +2,602 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 92,652 $16.4M 0.21% -3,852 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 92,386 $16.4M 9.26% +4,445 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 91,068 $16.2M 1.15% +3,631 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 87,092 $16.1M 0.4% +1,190 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 89,461 $15.9M 1.08% +43 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 87,531 $15.5M 3.39% -146 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 87,303 $15.5M 0.12% +28,068 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 85,383 $15.1M 0.08% +970 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 85,096 $15.1M 0.85% -564 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 84,242 $14.9M 7.62% +17,109 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 83,015 $14.7M 0.17% -655 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 82,812 $14.7M 0.4% -246 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 82,237 $14.6M 0.83% -4,240 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 80,151 $14.2M 2.4% +12,675 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 79,444 $14.1M 0.08% +18,877 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 77,812 $13.8M 0.03% +2,216 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 74,302 $13.2M 4.16% +2,687 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 73,197 $13M 1.58% -3,289 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 73,003 $12.9M 0.2% +9,322 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 72,598 $12.9M 0.25% +1,851 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 72,164 $12.8M 0.57% +26,727 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 71,780 $12.7M 0.07% +1,659 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 70,003 $12.4M 0.22% +371 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 69,230 $12.3M 0.31% +14,699 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 68,962 $12.2M 0.67% +672 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 68,219 $12.1M 2.06% +750 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 66,515 $11.8M 0.1% +4,156 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 66,287 $11.8M 1.5% -1,049 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 66,126 $11.7M 3.07% +7,463 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 60,492 $11.6M 4.51% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 65,092 $11.5M 0.07% +5,884 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 63,857 $11.3M 3.35% +1,082 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 63,199 $11.2M 0.06% +3,666 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 63,116 $11.2M 0.27% +1,181 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 62,399 $11.1M 0.17% +16,941 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 61,710 $10.9M 0.46% -59 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 60,826 $10.8M 1.2% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 60,236 $10.7M 0.07% +947 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 59,907 $10.6M 0.01% +29,200 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 59,509 $10.6M 0.3% -1,313 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 59,263 $10.5M 7.39% +1,535 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 58,164 $10.3M 0.18% +2,358 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 57,353 $10.2M 0.13% +2,724 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 55,951 $9.92M 2.2% +723 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 55,824 $9.9M <0.01% +1,632 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 55,450 $9.84M 0.04% +476 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 54,914 $9.74M 0.3% +53 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 54,855 $9.73M 2.72% +1,764 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 54,515 $9.67M 0.05% -363 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 54,342 $9.64M 0.25% -3,353 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 53,313 $9.46M 0.26% -996 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 51,824 $9.19M 0.46% -489 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 49,808 $8.83M 0.22% -356 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 48,746 $8.65M 1.43% +686 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 48,526 $8.61M 2.22% +908 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 48,384 $8.58M 2.24% -285 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 48,216 $8.55M 0.51% +2,751 13F-HR Timeline CX Institutional More: the full row for CX Institutional 47,867 $8.49M 0.25% +1,346 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 47,622 $8.45M 0.22% +980 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 47,474 $8.42M +38,842 Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 46,677 $8.28M 0.26% -315 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 46,667 $8.28M 1.4% -1 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 45,826 $8.13M 3.16% -2,547 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 45,619 $8.09M 0.05% +3,345 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 45,150 $8.01M 2.82% +815 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 45,020 $7.99M 0.03% +2,010 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 44,888 $7.96M 0.13% -1,409 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 44,600 $7.91M 4.14% -2,443 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 43,602 $7.73M 1.04% +1,241 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 43,277 $7.68M 0.53% +1,568 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 42,699 $7.57M 0.57% +6,654 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 42,474 $7.53M 1.09% +26,135 13F-HR/A Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 42,399 $7.52M 0.29% -125 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 41,507 $7.36M 1.45% -146 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 41,364 $7.34M 0.08% +13,445 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 41,119 $7.29M 0.8% -839 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 40,389 $7.16M 0.83% +1,290 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 40,060 $7.11M 1.72% +1,768 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 39,572 $7.02M 0.65% +3,878 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 39,456 $7M 0.08% +3,088 13F-HR Timeline Group Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 39,101 $6.94M 2.5% -932 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 38,688 $6.86M 1% -2,292 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 38,095 $6.76M 3.19% +373 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 37,959 $6.73M 0.1% +11,104 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 37,343 $6.62M 2.43% +22,335 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 36,851 $6.54M 0.69% +961 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,198 $6.42M 0.05% -504 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 35,908 $6.37M 0.04% -219 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 35,691 $6.33M 0.01% +32,956 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 35,285 $6.26M 0.5% +134 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 35,238 $6.25M 4.22% -106 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 34,587 $6.13M 1.68% -573 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 34,558 $6.13M 0.08% -883 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 34,435 $6.11M 4.16% -2,356 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 33,992 $6.03M 1.54% new 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 33,263 $5.9M 3.37% +816 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 33,253 $5.9M 0.75% 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 33,245 $5.9M 0.38% +322 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 32,416 $5.75M 4.17% -18 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 32,199 $5.71M 2.89% +378 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 32,127 $5.7M 2.27% +746 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 31,896 $5.66M 3.17% -740 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 31,827 $5.65M 0.08% +7,108 13F-HR Timeline