BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 35,789,907 $3.32B 0.3% +6,680,847 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 10,388,329 $964M 5.85% +8,008 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,919,798 $735M 0.05% +917,784 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,602,552 $613M 0.24% +1,077,100 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,671,734 $433M 0.1% +976,106 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,642,676 $431M 1.34% +17,893 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,680,560 $342M -142,165 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,675,208 $341M 0.26% +117,686 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,627,834 $337M 0.07% +192,649 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,459,143 $321M 0.09% -33,058 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,247,550 $301M 2.33% -24,456 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,171,773 $294M 0.11% +198,869 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,060,834 $284M 2.7% -224,443 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,301,287 $214M 0.3% +95,194 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,997,544 $185M 0.3% +96,020 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,992,989 $185M 7.89% +138,827 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,615,754 $150M 0.42% -134,188 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,589,524 $147M 0.2% +79,925 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,287,931 $120M 0.17% -121,871 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 1,254,544 $116M 9.72% -19,659 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,169,308 $109M 11.38% -22,524 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,021,134 $94.8M 0.21% +415,300 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,012,380 $93.9M 0.67% -31,418 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 1,003,161 $93.1M +190,317 Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 988,900 $91.8M 0.2% +266,300 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. 910,915 $84.5M 0.04% -8,521 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 860,463 $79.8M 0.9% +70,304 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 810,463 $75.2M 0.33% +19,259 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 742,262 $68.9M 0.02% +59,065 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 733,250 $68M 0.29% -9,854 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 688,643 $63.9M +44,164 Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 677,155 $62.8M 7.27% +65,795 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 644,601 $59.8M 13.68% -30,436 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 617,317 $57.3M 0.11% +80,111 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 610,041 $56.6M 18.23% -10,084 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 600,596 $55.7M 0.05% +558,228 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 595,147 $55.2M 0.18% +76,834 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 584,668 $54.3M 6.22% -23,671 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 565,808 $52.5M 5.82% -29,824 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 515,438 $47.8M 26.63% +11,258 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 498,240 $46.2M 5.57% +30,488 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 497,689 $46.2M 0.13% -783 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 493,859 $45.8M 0.62% +6,692 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 492,747 $45.7M 5.13% +106,582 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 489,812 $45.4M 2.15% -19,323 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 482,571 $44.8M 0.57% new 13F-HR/A Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 481,061 $44.6M 0.53% -2,276 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 477,516 $44.3M 0.69% +91,762 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 475,234 $44.1M 2.34% -8,302 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 473,073 $43.9M 0.01% +69,346 13F-HR/A Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 462,998 $43M 3.26% +13,200 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 438,330 $40.7M <0.01% +22,761 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 418,613 $38.8M 10.95% +59 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 404,382 $37.5M 1.2% -18,685 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 404,107 $37.5M 0.01% -6,346 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 461,247 $37.2M 8.01% -19,504 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 399,205 $37M 1.25% -24,447 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 393,815 $36.5M 2.92% +16,615 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 393,428 $36.5M +37,118 Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 391,749 $36.4M 0.23% +16,052 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 384,481 $35.7M 0.06% +16,194 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 376,801 $35M 0.07% -2,971 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 353,635 $32.8M 0.48% +14,590 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 346,561 $32.2M 4.09% +13,586 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 319,011 $29.6M 0.18% +28,239 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 317,419 $29.5M 2.33% +13,851 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 313,775 $29.1M 0.01% +3,102 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 301,313 $28M 10.9% +1,243 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 297,399 $27.6M 1.44% -110 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 284,169 $26.4M 0.05% -42,696 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 282,195 $26.2M 0.04% -3,269 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 275,987 $25.6M 0.15% -4,802 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 264,075 $24.5M 3.48% +4,703 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 256,964 $23.8M 0.06% +1,185 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 248,869 $23.1M 3.18% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 239,919 $22.3M 0.01% -496,194 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 235,945 $21.9M 1.47% -3,651 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 233,334 $21.7M 0.05% -83,614 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 224,810 $20.9M 1.94% +40,818 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 222,629 $20.7M 0.25% -19,383 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 222,492 $20.6M 0.02% +1,203 13F-HR Timeline Group Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 219,698 $20.4M 7.29% +3,181 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 214,170 $19.9M 1.15% -10,475 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 213,600 $19.8M 3.82% new 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 211,826 $19.7M 0.16% -1,461 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 206,440 $19.2M 0.55% -8,075 13F-HR/A Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 205,459 $19.1M 4.32% +7,303 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 198,650 $18.4M 9.71% +53,528 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 197,970 $18.4M 9.71% +17,068 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 197,785 $18.4M 4.39% +5,979 13F-HR/A Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 195,987 $18.2M 4.34% +7,045 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 191,965 $17.8M 0.14% +971 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 191,959 $17.8M 0.52% -18,523 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 190,423 $17.7M 10.31% +292 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 180,918 $16.8M 3.53% -574 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 178,755 $16.6M 0.46% +32,567 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 178,645 $16.6M 0.07% +5,552 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 168,560 $15.6M 0.13% +1,437 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 168,059 $15.6M 0.66% +17,948 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 163,910 $15.2M 7.93% +1,399 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 160,833 $14.9M +3,579 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 158,920 $14.7M 0.05% -39,389 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 157,624 $14.6M 0.28% +10,421 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 153,153 $14.2M 0.05% -11,542 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 150,800 $14M 0.03% -46,351 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 145,393 $13.4M 0.46% +139,847 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 144,072 $13.4M 2.51% +39,545 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 138,439 $12.8M 0.78% +10,962 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 130,202 $12.1M 1.29% -495 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 129,953 $12.1M 4.53% +7,097 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 127,972 $11.9M 4.95% -6,263 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 127,581 $11.8M 0.54% +11,018 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 121,969 $11.3M 0.01% +23,323 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 118,339 $11M 0.07% -2,171 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 118,294 $11M 0.09% -5,901 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 115,249 $10.7M 2.13% +10,763 13F-HR/A Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 111,759 $10.4M 0.33% -151,638 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 110,324 $10.2M 0.33% +35,469 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 110,018 $10.2M 0.22% -4,880 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 107,682 $10.1M 0.29% +12,761 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 107,068 $9.93M 3.33% -55,315 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 105,525 $9.79M 0.06% +80,069 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 104,940 $9.74M 0.15% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 100,923 $9.36M 0.02% +84,913 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 99,574 $9.24M 0.1% +3,772 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 96,790 $9.07M 1.22% 0 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 91,030 $8.45M 0.88% +3,701 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 86,543 $8.03M 4.32% -3,309 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 85,125 $7.9M 0.01% -12,441 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 84,788 $7.87M 3.63% +18,534 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 84,100 $7.8M 5.92% +3,525 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 83,502 $7.75M 0.05% +3,249 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 82,961 $7.72M 0.92% -82,557 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 79,641 $7.39M 0.05% +273 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 70,766 $7.31M 0.7% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 78,320 $7.27M 0.29% -207,240 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 74,723 $6.93M 5.28% 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 73,321 $6.8M 3.79% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 73,216 $6.79M 0.14% +3,853 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 70,841 $6.57M 0.19% +13,843 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 68,724 $6.38M 0.23% +15,900 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 67,594 $6.27M 2.41% +6,053 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 65,020 $6.03M 0.51% -4,451 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 63,221 $5.87M 0.93% +224 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 62,947 $5.84M <0.01% +10,238 13F-HR Timeline Group Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 62,358 $5.79M 0.7% -321 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 61,170 $5.68M 1.57% -91,448 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 60,718 $5.63M 0.17% -424 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 60,033 $5.57M 0.47% +3,102 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 59,681 $5.54M 0.04% +170 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 57,915 $5.37M 4.94% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 55,012 $5.17M 0.55% -952 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 56,328 $5.1M 3.53% -7,532 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 54,429 $5.05M 0.62% +4,194 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 54,252 $5.03M 1.48% -6,272 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 53,853 $5M 0.09% +2,117 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 53,309 $4.98M +390 Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 52,877 $4.91M 0.08% +43,555 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 50,657 $4.88M 0.13% +45,164 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 52,280 $4.85M 0.01% -444 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 52,161 $4.84M 0.05% +6,176 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 52,161 $4.84M 0.05% +6,176 13F-HR/A Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 51,929 $4.82M 0.31% -8,900 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 51,900 $4.81M 0.05% +5,894 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 51,583 $4.79M 0.08% -1,141 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 50,476 $4.68M 3.38% -280 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 49,024 $4.55M 0.36% +1,332 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 48,400 $4.49M 0.45% +940 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 48,122 $4.46M 0.43% -1,011 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 47,900 $4.44M 0.96% +10,139 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 47,282 $4.39M <0.01% +10,073 13F-HR Timeline Group Auour Investments LLC More: the full row for Auour Investments LLC 46,425 $4.38M 1.59% -1,369 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 46,003 $4.27M 0.13% -11,109 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 45,770 $4.25M 0.08% +367 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 45,617 $4.23M 2.96% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 45,352 $4.21M 0.7% -4,179 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 45,201 $4.19M 2.99% +2,141 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 45,031 $4.18M 0.85% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 44,796 $4.16M 0.47% -18,416 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 44,614 $4.14M 0.21% -3,276 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 44,117 $4.09M 0.23% -11,846 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 43,958 $4.08M 3.18% +10 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 42,614 $3.99M 0.5% +33 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 42,563 $3.95M 2.59% +1,643 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 42,385 $3.93M 2.2% -284 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 41,685 $3.87M 0.05% -11,083 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 41,229 $3.83M 0.07% -1,697 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 40,881 $3.79M 0.49% +2,122 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 40,859 $3.79M 0.29% +144 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 40,772 $3.78M 0.28% 0 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 40,218 $3.73M 1.82% -202 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 39,805 $3.73M 2.09% -3,036 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 39,824 $3.7M 0.17% +10,588 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 39,280 $3.64M 0.1% -5,994 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 38,116 $3.54M 1.79% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 37,849 $3.51M <0.01% +3,154 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 37,692 $3.5M 1.72% +287 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 37,599 $3.49M 0.03% -1,780 13F-HR/A Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 37,190 $3.45M 0.36% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 37,156 $3.45M 0.18% +715 13F-HR Timeline