BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 36,407,608 $3.98B 0.32% +617,701 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 10,133,619 $1.11B 6.08% -254,710 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,258,535 $902M 0.06% +338,737 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 7,307,001 $798M 0.27% +704,449 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,788,802 $523M 1.36% +146,126 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,140,652 $452M 0.1% -531,082 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,011,513 $438M +330,953 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,964,281 $433M 0.09% +336,447 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,710,855 $406M 0.1% +251,712 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,705,989 $405M 0.14% +534,216 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,541,803 $387M 0.27% -133,405 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,283,557 $359M 2.46% +36,007 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,997,605 $327M 2.7% -63,229 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,342,774 $256M 0.34% +41,487 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,162,622 $246M 9.29% +169,633 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,959,789 $214M 0.31% -37,755 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,680,954 $184M 0.23% +91,430 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,634,511 $178M 0.47% +18,757 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,323,831 $144M 0.11% +723,235 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 1,272,901 $139M 10.97% +18,357 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,264,784 $138M 0.18% -23,147 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,116,575 $122M 0.82% +104,195 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,102,752 $120M 11.62% -66,556 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 999,900 $109M 0.19% -21,234 13F-HR/A Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 994,863 $109M -8,298 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 936,306 $102M 0.4% +125,843 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. 910,803 $99.5M 0.06% -112 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 870,200 $95M 0.17% -118,700 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 855,364 $93.4M 0.02% +113,102 13F-HR/A Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 755,472 $82.5M +66,829 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 732,757 $80M 0.84% -127,706 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 730,873 $79.8M 0.31% -2,377 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 661,079 $72.2M 0.12% +43,762 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 658,894 $72M 7.69% -18,261 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 653,452 $71.4M 0.01% +180,379 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 639,855 $69.9M 0.77% +157,284 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 636,092 $69.5M 14.73% -8,509 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 629,957 $68.8M 20.07% +19,916 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 611,791 $66.8M 6.82% +27,123 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 610,534 $66.7M 0.19% +15,387 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 583,763 $63.7M 0.14% +350,429 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 567,604 $62M 6.35% +1,796 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 567,110 $61.9M 0.87% +89,594 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 548,128 $59.9M 2.61% +58,316 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 532,343 $58.1M 29.36% +16,905 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 512,209 $55.9M 0.13% +14,520 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 498,485 $54.4M 6.09% +245 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 492,059 $53.7M 0.67% -1,800 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 473,947 $51.8M <0.01% +35,617 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 472,030 $51.5M 2.4% -3,204 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 469,420 $51.2M 0.5% -11,641 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 444,421 $48.5M 0.07% +59,940 13F-HR Timeline Group 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 408,214 $44.6M 0.01% +4,107 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 407,454 $44.5M 0.26% +15,705 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 401,684 $43.9M 1.3% -2,698 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 398,999 $43.6M 11.66% -19,614 13F-HR Timeline Group Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 381,209 $41.6M 4.46% -111,538 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 375,688 $41M 2.95% -87,310 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 370,251 $40.8M 0.07% -6,550 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 372,847 $40.7M 0.21% +96,860 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 370,907 $40.5M 0.56% +17,272 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 355,061 $38.8M 4.18% +8,500 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 346,693 $37.9M 0.07% +62,524 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 341,965 $37.3M 0.19% +22,954 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 326,178 $35.6M 6.64% +145,260 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 318,222 $34.7M 12.53% +16,909 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 317,943 $34.7M 2.29% +524 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 301,446 $32.9M 0.01% -12,329 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 300,883 $32.9M -92,545 Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 297,633 $32.5M 1.56% +234 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 283,576 $31M 0.07% +26,612 13F-HR/A Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 280,438 $30.6M 2.2% -113,377 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 277,102 $30.3M 3.93% +13,027 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 255,015 $27.8M 0.04% -27,180 13F-HR/A Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 254,256 $27.8M 3.15% +5,387 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 249,240 $27M 1.7% +13,295 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 243,398 $26.6M 0.01% +3,479 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 230,015 $25.1M 4.29% +16,415 13F-HR/A Timeline Group Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 222,827 $24.3M 7.81% +3,129 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 222,748 $24.3M 2.11% -2,062 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 221,820 $24.2M 0.17% +9,994 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 218,607 $23.9M 0.59% +39,852 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 212,343 $23.2M 5.03% +14,558 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 210,870 $23M 1.25% -3,300 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 208,880 $22.8M 3.89% +3,421 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 206,749 $22.6M 0.52% +183,066 13F-HR Timeline Group Elite Financial, Inc. More: the full row for Elite Financial, Inc. 198,911 $22.5M 11.09% +941 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 206,440 $22.5M 0.5% 0 13F-HR/A Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 205,610 $22.5M 0.02% +176,293 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 200,674 $21.9M 4.83% +4,687 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 190,620 $20.8M 0.13% -1,345 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 190,370 $20.8M +29,537 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 189,374 $20.7M 0.06% +30,454 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 185,756 $20.3M 0.55% +40,363 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 182,886 $20M 0.07% +4,241 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 182,189 $19.9M 0.54% -9,770 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 180,463 $19.7M 0.02% -42,029 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 175,730 $19.2M 0.43% -46,899 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 172,043 $18.8M 8.42% 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 166,142 $18.1M 9.48% -24,281 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 164,289 $17.9M 8.45% +379 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 163,251 $17.8M 0.62% -235,954 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 160,643 $17.5M 0.34% +3,019 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 153,534 $16.8M 0.03% +2,734 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 148,284 $16.2M 0.06% -4,869 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 147,671 $16.1M 0.13% -20,889 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 138,161 $15.1M 0.08% +19,822 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 135,739 $14.8M 0.19% new 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 135,103 $14.8M 6.85% -63,547 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 134,186 $14.7M 0.36% 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 134,155 $14.6M 5.47% +6,183 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 131,791 $14.4M 0.59% +4,210 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 130,320 $14.2M 1.41% +118 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 127,138 $13.9M 2.59% -16,934 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 116,529 $13.2M 0.33% +8,847 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 119,907 $13.1M 5.69% +35,119 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 119,037 $13M 0.07% +13,512 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 116,007 $12.7M 2.49% +758 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 115,817 $12.6M 4.27% -14,136 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 114,894 $12.5M 3.89% +7,826 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 113,571 $12.4M 0.27% +106,143 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 113,690 $12.3M 2.03% +16,900 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 112,218 $12.3M 1.16% -26,221 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 110,895 $12.1M 0.01% -11,074 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 109,847 $12M 1.18% +18,817 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 104,527 $11.4M 0.11% +4,953 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 102,747 $11.2M 0.9% +37,727 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 102,218 $11.2M 0.25% -7,800 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 101,766 $11.1M 0.31% -9,993 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 101,084 $11M 0.08% +49,184 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 98,871 $10.8M 0.05% +15,369 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 97,859 $10.7M 0.15% +44,982 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 90,838 $9.92M 0.11% -14,102 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 89,660 $9.79M 0.02% +87,395 13F-HR/A Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 89,492 $9.77M 0.21% +16,276 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 87,220 $9.52M 0.06% +7,579 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 86,945 $9.49M 6.66% +2,845 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 84,886 $9.27M 0.06% -33,408 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 84,817 $9.26M 4.79% -1,726 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 81,982 $8.96M 0.96% -979 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 81,831 $8.94M 0.01% -3,294 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 80,946 $8.84M 2.98% +13,352 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 80,853 $8.83M 5.66% +6,130 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 77,023 $8.41M 4.26% +3,702 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 73,073 $7.98M 0.21% +2,232 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 69,670 $7.61M 0.57% +9,637 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 69,340 $7.52M 0.66% +21,218 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 68,600 $7.49M <0.01% +5,653 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 67,477 $7.37M 0.13% +51,257 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 66,722 $7.29M 0.21% +6,004 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 64,215 $7.01M 0.58% +37,903 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 63,129 $6.89M 0.26% -15,191 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 62,798 $6.86M 1.45% -423 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 62,400 $6.81M 4.83% 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 62,311 $6.8M 0.87% -47 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 62,232 $6.8M 0.24% -6,492 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 61,413 $6.71M 0.74% +6,984 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 59,385 $6.48M 5.49% +1,470 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 59,127 $6.46M 1.27% +11,227 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 59,034 $6.45M 0.04% -647 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 55,286 $6.3M 0.57% +274 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 56,700 $6.19M 0.39% +4,771 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 54,807 $5.98M 0.05% +2,646 13F-HR/A Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 54,636 $5.97M 1.5% +384 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 54,513 $5.95M 1.45% -6,657 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 52,690 $5.75M 0.1% -1,163 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 49,755 $5.71M 3.23% -6,573 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 52,239 $5.7M 0.01% -41 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 52,022 $5.68M 3.98% +6,821 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 50,617 $5.53M 2.61% +12,501 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 50,578 $5.52M -2,731 Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 50,338 $5.5M 0.39% +1,314 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 50,333 $5.5M 3.65% +6,375 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 49,698 $5.43M 0.23% +16,031 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 49,549 $5.41M 3.36% -927 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 49,474 $5.4M 1.04% +4,443 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 46,773 $5.3M 0.12% -3,884 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 48,467 $5.29M 0.46% +67 13F-HR/A Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 47,309 $5.17M 0.09% +1,539 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 47,106 $5.16M 2.64% +7,301 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 46,297 $5.06M 0.79% +945 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 45,854 $5.01M 0.08% -5,729 13F-HR Timeline Stegner Investment Associates Inc. 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