BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 24,108,411 $1.99B 0.18% +593,171 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 8,977,710 $741M 0.29% +7,451,591 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,801,728 $479M 0.03% +318,282 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,112,204 $339M 1.06% +138,565 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,718,767 $224M 0.05% +33,322 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,574,673 $213M 9.06% +205,329 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,260,853 $187M -2,154 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,606,301 $133M 0.38% -135,318 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,409,461 $116M 0.16% +78,220 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,404,295 $116M 0.03% +411,085 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,281,260 $106M 0.03% +60,479 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,109,262 $91.6M 0.03% -102,038 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,021,822 $84.3M 0.37% +32,387 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,020,447 $84.2M 0.14% +5,867 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 993,980 $82M 0.02% -268,785 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 934,558 $77.1M 0.06% -43,673 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 878,556 $72.5M 8.39% +6,559 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 820,802 $67.7M 0.64% +52,427 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. 788,114 $65.1M 0.03% +21,390 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 738,735 $61M 0.2% +67,570 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 720,435 $59.5M 6.82% -36,482 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 719,410 $59.4M 13.59% +5,378 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 718,400 $59.3M 0.01% +17,734 13F-HR/A Timeline Group Adventist Health System/ West More: the full row for Adventist Health System/ West 692,800 $57.2M 9.02% 0 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 590,524 $48.7M 0.01% new 13F-HR Timeline Group Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 584,473 $48.2M 26.86% +15,288 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 583,695 $48.2M 0.01% +60,644 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 517,451 $42.7M <0.01% +40,100 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 497,002 $41M 0.32% +41,165 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 496,834 $41M 0.09% +255,096 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 475,879 $39.3M 1.13% -115,551 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 452,054 $37.3M 0.05% +9,603 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 418,541 $34.5M 0.15% +2,580 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 393,180 $32.5M 0.08% +3,418 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 374,241 $32.3M 0.07% -84,850 13F-HR/A Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 378,439 $31.2M 2.91% -6,216 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 353,047 $29.1M 3.71% +10,331 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 328,050 $27.1M 6.48% +8,446 13F-HR/A Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 319,415 $26.4M 0.32% +4,260 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 313,326 $25.9M 0.06% +2,711 13F-HR/A Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 313,095 $25.8M 5.4% +310,370 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 297,155 $24.5M 5.85% +10,704 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 284,519 $23.5M 9.16% +2,294 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 282,711 $23.3M 0.05% +3,154 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 264,410 $21.8M 4.69% -2,074 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 257,693 $21.3M 0.33% +33,234 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 251,768 $20.8M 0.12% -2,590 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 246,027 $20.3M 0.04% -10,138 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 245,723 $20.3M 0.04% +25,502 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 245,494 $20.3M 0.13% +29,520 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 242,115 $20M 0.07% +23,121 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 233,704 $19.3M 3.36% +114,620 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 224,584 $18.5M 2.26% -2,677 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 207,769 $17.1M 0.04% -24,669 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 201,037 $16.6M 0.19% +3,263 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 199,555 $16.5M 0.24% +97,813 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 194,749 $16.1M 0.12% +1,830 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 180,739 $14.9M 3.36% +5,556 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 179,467 $14.8M 1.13% -90,624 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 174,762 $14.4M 0.09% +75,419 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 165,526 $13.7M 0.02% +27,317 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 149,904 $12.4M 0.58% -9,512 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 154,967 $12.3M 0.07% -5,697 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 143,740 $11.9M +4,120 Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 143,256 $11.8M 3.05% +16,738 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 132,683 $11M 0.13% +123,875 13F-HR Timeline HILLMAN CO More: the full row for HILLMAN CO 131,536 $10.9M 4.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 127,091 $10.5M +11,132 Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 124,102 $10.2M 4.88% +6,038 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 122,832 $10M 0.68% +10,205 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 119,233 $9.84M 3.32% -24,083 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 115,657 $9.55M 0.57% -1,719 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 112,950 $9.32M 0.01% +53,474 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 111,135 $9.17M 0.77% +85,149 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 107,918 $8.91M 0.06% +15,091 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 107,122 $8.84M <0.01% +10,321 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 104,607 $8.63M 0.9% -247,558 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 102,833 $8.49M 3.54% +833 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 98,058 $8.09M 0.06% +28,749 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 87,694 $7.24M 2.72% -18,653 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 86,807 $7.17M 0.04% new 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 85,692 $7.07M 0.07% -21,489 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 82,582 $6.82M 0.05% -150 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 79,852 $6.59M 0.01% +1,453 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 76,640 $6.33M 0.04% -725 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 74,451 $6.15M 0.01% +384 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 72,247 $5.96M 0.17% +6,716 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 71,363 $5.89M 1.75% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 68,152 $5.63M 0.05% -635 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 67,073 $5.54M 0.01% new 13F-HR/A Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 68,865 $5.45M 0.16% +6,987 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 62,745 $5.18M 0.44% -3,783 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 62,371 $5.14M -677 Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 60,060 $4.96M 4.67% +12,933 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 58,551 $4.83M 1.42% -3,049 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 57,114 $4.71M 0.34% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 54,247 $4.48M 0.03% +262 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 52,961 $4.37M 0.34% +1,425 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 52,672 $4.35M 0.11% +37,866 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 52,604 $4.34M 0.05% +21,789 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 52,459 $4.33M 3.38% -193 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 54,429 $4.31M 0.46% -223 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 52,103 $4.3M 0.15% +41,095 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 51,790 $4.27M 0.14% -180 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 50,846 $4.2M 0.54% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 50,748 $4.19M 0.15% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 50,326 $4.12M <0.01% +31,148 13F-HR/A Timeline Group VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 49,552 $4.09M 4.48% +1,697 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 49,519 $4.09M 0.14% -286 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 45,120 $3.72M 0.01% -5,710 13F-HR Timeline Group BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 44,889 $3.71M 1.41% +1,909 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 44,747 $3.69M 1.16% -61 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 43,964 $3.63M 0.06% +20,725 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 43,923 $3.63M 0.72% +12,201 13F-HR/A Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 41,812 $3.45M 1.66% -22,585 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 41,647 $3.44M <0.01% -3,980 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 41,706 $3.41M 0.33% +1,601 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 41,268 $3.41M 2.57% -239 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 40,604 $3.35M 0.01% -69,199 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 40,191 $3.32M 0.12% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 39,767 $3.28M 0.02% +1,633 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 37,574 $3.1M 0.09% +476 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 36,602 $3.02M 0.49% +2,102 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 35,710 $2.95M 0.16% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 35,305 $2.91M 0.04% +528 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 33,928 $2.8M 1.54% +16,964 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 32,857 $2.71M 0.07% -4,574 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 32,604 $2.69M 0.14% +344 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 32,512 $2.68M 0.06% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 32,345 $2.67M <0.01% +1,235 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 32,335 $2.67M 0.01% +331 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 32,288 $2.67M 0.07% +22,646 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 32,046 $2.65M <0.01% +8,918 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 31,749 $2.62M 0.03% -140,276 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 31,479 $2.6M 1.85% +4,448 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 31,041 $2.56M 1.18% +14,990 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 30,955 $2.56M 0.07% -912 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 30,609 $2.53M <0.01% -313 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 30,433 $2.51M 0.02% +768 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 27,944 $2.31M 0.04% +340 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 27,099 $2.24M 0.05% -13,346 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 28,128 $2.17M 0.11% -371 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,758 $2.13M 0.06% +256 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 25,517 $2.11M 0.16% 0 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 25,207 $2.08M 1.18% -3,105 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 24,737 $2.04M 1.3% +328 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 24,333 $2.01M 0.01% +3,628 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 24,297 $2.01M 0.94% -1,948 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 24,274 $2M 0.34% 0 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 23,848 $1.97M 1.45% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 23,471 $1.94M 1.53% +2,903 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 23,213 $1.92M 0.02% -4 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 23,191 $1.91M 0.06% +14,903 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 22,638 $1.87M 0.57% -2,037 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 22,181 $1.83M 0.25% +827 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 21,865 $1.8M 0.92% +5,619 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 21,858 $1.8M 0.13% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 21,596 $1.78M 0.23% +12,952 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 20,983 $1.73M 0.08% -45,804 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,525 $1.69M <0.01% +4,214 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 20,092 $1.66M 0.53% +520 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 19,688 $1.63M 0.03% +5,210 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 19,609 $1.62M 0.76% -10,709 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 19,524 $1.61M 0.01% +6,969 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 19,448 $1.61M 1.27% +3 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 19,396 $1.6M 0.09% -34 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 19,053 $1.57M <0.01% -47,498 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 18,964 $1.57M 0.01% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 20,241 $1.57M 0.3% -3,679 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 18,692 $1.54M 1.59% -13,263 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 18,364 $1.52M 0.04% -4,448 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 17,809 $1.47M 0.17% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 16,957 $1.4M 0.68% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 16,636 $1.37M 0.19% +31 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 16,397 $1.35M 0.36% -1,025 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 16,199 $1.34M 0.03% +623 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 16,177 $1.34M 0.14% -900 13F-HR Timeline Fulton Bank, N.A. 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