BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 33,782,100 $4.07B 0.3% -2,625,508 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,529,371 $1.27B 1.47% +9,868,292 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,822,032 $1.06B 0.06% +563,497 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 7,679,450 $925M 0.27% +372,449 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,787,990 $577M 1.4% -812 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,031,762 $485M 0.11% +320,907 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,001,040 $482M -10,473 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,994,158 $481M 0.09% +29,877 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,984,486 $480M 0.1% -156,166 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,492,591 $421M 0.29% -49,212 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,180,226 $383M 2.34% -103,331 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,960,306 $357M 0.11% -745,683 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,919,522 $352M 2.59% -78,083 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,172,184 $262M 0.34% -170,590 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,107,018 $254M 8.76% -55,604 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,982,993 $239M 0.32% +23,204 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,831,197 $221M 0.25% +150,243 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,610,070 $194M 0.46% -24,441 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,568,959 $187M 0.26% +569,059 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,435,255 $172M 0.12% +111,424 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,205,834 $145M 0.17% -58,950 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,156,779 $139M 0.92% +40,204 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,070,404 $129M 10.81% -32,348 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 983,410 $119M 0.02% +128,046 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 981,082 $118M -13,781 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 971,406 $117M 0.45% +35,100 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. 905,470 $109M 0.07% -5,333 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 791,125 $95.3M 0.01% +317,178 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 790,942 $95.3M 0.81% +58,185 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 786,324 $94.8M +30,852 Timeline COMERICA BANK More: the full row for COMERICA BANK 676,807 $81.6M 0.31% -54,066 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 671,400 $80.9M 4.89% +59,609 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 644,323 $77.6M 20.71% +14,366 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 641,069 $77.2M 0.13% +294,376 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 638,424 $76.9M 7.68% -20,470 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 629,591 $75.9M 14.87% -6,501 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 623,742 $75.2M 6% -649,159 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 622,305 $75M 0.82% -17,550 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 563,541 $67.9M 0.99% -3,569 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 542,082 $65.3M 2.65% -6,046 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 539,869 $65.1M 6.2% -27,735 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 537,900 $64.8M 0.01% -115,552 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 528,948 $63.7M 0.13% -54,815 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 526,745 $63.5M 29.3% -5,598 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 492,733 $59.4M 0.69% +674 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 490,771 $59.1M 0.13% -21,438 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 486,840 $58.7M 2.52% +14,810 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 459,058 $55.3M 0.07% +14,637 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 452,212 $54.5M 5.64% -46,273 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 450,317 $54.3M 3.59% +74,629 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 411,110 $49.5M 1.35% +9,426 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 396,768 $47.8M 11.85% -2,231 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 388,573 $46.8M 0.26% -18,881 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 377,388 $45.5M 0.19% +4,541 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 376,103 $45.3M 0.01% -32,111 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 372,863 $44.9M 0.57% +1,956 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 363,722 $44M 0.07% -6,529 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 349,436 $42.1M 3.26% -5,625 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 345,166 $41.6M 0.19% +3,201 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 334,987 $40.4M 4.14% -46,222 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 319,061 $38.4M 0.1% -291,473 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 310,958 $37.5M 12.93% -7,264 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 310,287 $37.4M 2.39% -7,656 13F-HR/A Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 298,725 $36M 1.6% +1,092 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 297,426 $35.8M 0.07% +13,850 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 296,547 $35.7M 0.01% -4,899 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 285,797 $34.4M 2.31% +5,359 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 279,393 $33.7M -21,490 Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 263,575 $31.8M 0.2% +41,755 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 261,257 $31.5M 3.82% -15,845 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,026,365 $31.2M 0.05% +771,350 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 255,338 $30.8M 3.34% +1,082 13F-HR/A Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 251,409 $30.2M 1.79% +2,169 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 245,333 $29.6M 0.01% +1,935 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 $27.7M 4.29% 0 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 229,604 $27.7M 0.08% +38,984 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 228,916 $27.6M 7.91% +6,089 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 230,445 $27.6M 0.61% +44,689 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 228,143 $27.5M 0.52% +21,394 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 222,218 $26.8M 2.19% -530 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 214,150 $25.8M 0.07% +24,776 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 209,908 $25.3M 0.46% +3,468 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 206,778 $24.9M 0.56% -11,829 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 205,406 $24.8M 4.66% -3,474 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 198,895 $24.7M 11.29% -16 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 203,260 $24.5M 0.23% +67,521 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 202,993 $24.5M 4.8% -9,350 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 202,731 $24.4M 0.16% +101,647 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 200,140 $24.3M +9,770 Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 201,004 $24.2M 4.98% +330 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 185,232 $22.3M 0.02% +4,769 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 179,687 $21.7M 8.64% +7,644 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 178,914 $21.6M 0.08% -3,972 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 175,683 $21.2M 0.1% +37,522 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 174,434 $21M 0.53% -7,755 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 169,185 $20.4M 0.14% +21,514 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 167,949 $20.2M 9.28% +1,807 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 165,711 $20M 8.77% +1,422 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 163,258 $19.7M 0.35% +2,615 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 159,670 $19.2M 0.96% -51,200 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 156,241 $18.8M 0.03% +2,707 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 143,331 $17.3M 0.55% -19,920 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 143,197 $17.3M 0.06% -5,087 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 139,526 $16.8M 0.38% +5,340 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 137,054 $16.5M 0.15% +129,984 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 134,100 $16.2M 0.58% +2,309 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 132,116 $15.9M 7.29% -2,987 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 129,821 $15.6M 1.45% -499 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 128,951 $15.5M 4.37% -5,204 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 128,669 $15.5M 0.19% +30,810 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 126,856 $15.3M 2.67% -282 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 123,707 $14.9M 0.08% +4,670 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 123,148 $14.8M 2.52% +7,141 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 122,605 $14.8M 0.01% +11,710 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 121,256 $14.6M 1.28% +11,409 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 119,256 $14.5M 0.32% +2,727 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 117,924 $14.2M 0.85% +5,706 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 115,590 $14M 2.07% +1,900 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 112,647 $13.6M 4.17% -3,170 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 107,229 $12.9M 0.26% -6,342 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 104,549 $12.6M 6.13% +80,946 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 104,232 $12.6M 0.11% -295 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 101,252 $12.2M 0.03% +2,381 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 96,825 $11.7M 0.11% +5,987 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. 96,115 $11.6M 0.23% -6,103 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 95,907 $11.6M 0.3% -5,859 13F-HR Timeline Group Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 91,133 $11M 4.39% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 90,994 $11M 0.02% +9,163 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 89,415 $10.7M 0.66% +20,075 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 88,763 $10.7M 0.06% +1,543 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 87,946 $10.6M 0.06% +3,060 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 85,168 $10.3M 3.06% +4,222 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 85,159 $10.3M 5.85% +4,306 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 85,148 $10.3M 0.25% -4,344 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 82,996 $10M 5.63% -3,949 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 82,065 $9.89M 0.38% +32,367 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 81,161 $9.78M 3.97% -38,746 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 80,650 $9.72M 4.85% -4,167 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 78,862 $9.51M 4.41% +1,839 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 73,829 $8.9M <0.01% +5,229 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 73,485 $8.85M 0.6% +3,815 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 71,809 $8.65M 0.03% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 68,084 $8.2M 0.17% +24,273 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 67,905 $8.18M 0.04% +27,605 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 67,762 $8.17M 0.95% +5,451 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 67,615 $8.15M 0.01% new 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 66,701 $8.04M 0.11% -776 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 65,305 $7.87M 1.46% +6,178 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 64,923 $7.82M 0.81% +3,510 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 64,019 $7.71M 0.25% +1,787 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 61,645 $7.43M 0.19% -5,077 13F-HR/A Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 61,159 $7.37M 5.66% +1,774 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 59,588 $7.18M 1.42% -3,210 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 59,487 $7.17M 0.04% +453 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 57,466 $7.12M 3.51% +7,711 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 58,929 $7.1M 0.01% +6,690 13F-HR Timeline Group Guerra Advisors Inc More: the full row for Guerra Advisors Inc 57,823 $6.97M 2.57% +28,635 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 57,595 $6.94M 0.05% +2,788 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 57,224 $6.9M 0.11% +4,534 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 57,200 $6.89M 0.01% +52,900 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 56,254 $6.78M 1.22% +6,780 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 55,236 $6.66M 0.52% -50 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 54,823 $6.61M 0.78% +20,978 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 54,293 $6.54M +3,715 Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 53,345 $6.43M 1.41% -1,168 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 52,172 $6.29M 2.8% +1,555 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 51,375 $6.19M 3.58% +1,042 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 51,218 $6.18M 0.74% -30,764 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 50,864 $6.13M 0.4% +526 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 50,655 $6.1M <0.01% +6,039 13F-HR Timeline Group Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 50,645 $6.1M 0.36% -6,055 13F-HR Timeline Blue Capital, Inc. 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