MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,972,164 $830M 0.05% +43,368 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,218,378 $619M 1.26% +61,388 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,102,848 $587M 0.04% +175,387 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,777,796 $496M 0.09% -196,531 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,615,293 $451M 0.09% +40,251 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,405,344 $392M 2.04% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,104,059 $308M 0.17% -11,797 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 1,068,574 $298M 6.71% +25,761 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,062,337 $297M -8,242 Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 984,312 $275M 2.21% +47,735 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 902,235 $252M 0.16% +163,438 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 882,883 $246M 0.15% +76,421 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 876,401 $245M 0.07% +55,656 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 679,834 $190M +25,231 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 672,555 $188M 1.42% +51,255 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 612,630 $171M 0.41% -12,302 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 555,289 $155M 0.05% +108,818 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 504,141 $141M 0.13% +22,982 13F-HR Timeline Group STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 454,773 $127M 8.48% +7,008 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 424,430 $118M 0.21% -2,811 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 363,929 $102M 0.02% +60,230 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 349,157 $97.4M 3.04% +5,566 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 332,626 $92.8M 0.12% -24,694 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 281,923 $78.7M 0.11% +22,508 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 250,251 $69.9M <0.01% +1,068 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 249,113 $69.5M 0.56% -4,473 13F-HR Timeline Busey Bank More: the full row for Busey Bank 240,737 $67.2M 1.77% +235,362 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 224,545 $62.7M 0.07% +1,693 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 215,245 $60.1M 1.33% -4,208 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 203,205 $56.7M 2.6% +9,583 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 186,801 $52.1M 0.36% +4,639 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 182,929 $51.1M 0.06% +56,533 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 181,462 $50.7M 0.24% +2,332 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 175,325 $48.9M +18,175 Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 174,148 $48.6M 0.08% +151,715 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 170,336 $47.5M 0.06% +7,418 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 165,013 $46.1M <0.01% +5,989 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 161,397 $45.1M 0.11% +1,003 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 161,214 $45M 0.03% -54,513 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 158,280 $44.2M 0.06% -150,477 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 149,851 $43.3M 0.06% +2,560 13F-HR Timeline Trust Co More: the full row for Trust Co 154,389 $43.1M 4.04% +3,511 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 152,879 $42.7M 0.05% +6,547 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 145,233 $40.5M 0.15% +5,292 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 138,561 $38.7M 0.03% -12 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 137,813 $38.5M 3.32% +1,981 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 133,573 $37.3M 0.04% +1,080 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 131,898 $36.8M 0.1% +59,536 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 115,759 $32.3M 0.76% -2,723 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 113,656 $31.7M 0.35% +6,903 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 109,078 $30.4M 3.55% +375 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 108,818 $30.4M 0.99% +5,054 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 106,471 $29.7M 0.46% +6,442 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 104,768 $29.2M 0.62% -1,164 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 102,874 $28.7M 1.38% -765 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 102,819 $28.7M +26,960 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 101,398 $28.3M 0.3% +28,437 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 97,285 $27.2M 2.75% +2,946 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 96,768 $27M 4.54% 0 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 96,154 $26.8M 8.82% +10,097 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 93,548 $26.1M 4.77% +7,253 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 92,587 $25.8M 0.46% +6,129 13F-HR/A Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 87,075 $24.3M 4.44% +413 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 86,435 $24.1M 0.05% +1,896 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 83,429 $23.3M 2.46% +5,119 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 83,096 $23.2M 4.6% +746 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 82,780 $23.1M 0.03% +1,023 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 82,282 $23M +9,875 Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 80,175 $22.4M 0.57% +41,891 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 79,005 $22.1M 0.03% +1,488 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 75,344 $21M 0.12% -1,226 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 74,619 $20.8M +6,859 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 72,212 $20.2M 0.14% +1,294 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 71,437 $19.9M 1.61% -1,776 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 65,824 $18.4M 0.05% +17,218 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 65,257 $18.2M 0.41% +1,544 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 64,369 $18M 0.09% +2,730 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 63,945 $17.9M 0.14% 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 61,411 $17.1M 0.04% +3,641 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 59,122 $16.5M 5.18% +1,208 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 58,276 $16.3M 2.08% +1,735 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 57,925 $16.2M 0.03% +1,068 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 56,834 $15.9M 0.35% +7,261 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 55,658 $15.7M 3.49% +1,179 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 55,345 $15.4M 2.62% +805 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 53,239 $14.9M 0.04% +7,961 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 52,480 $14.6M 0.12% -49,246 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 51,501 $14.4M 0.08% -13,698 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 51,124 $14.3M 7.28% +8,855 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 50,304 $14M 5.91% +1,176 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 49,574 $13.8M 4.37% +1,090 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 49,451 $13.8M 0.08% +1,728 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 47,669 $13.4M 4.69% -2,587 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 48,546 $13.3M 5.18% 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 47,548 $13.3M 1.15% +2,278 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 46,907 $13.1M 0.47% -22,017 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 46,551 $13M 0.37% +1,018 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 46,487 $13M 0.35% +84 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 45,966 $12.8M 0.02% -80 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 45,816 $12.8M 0.36% -2,288 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 45,794 $12.8M 2.79% -751 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 45,616 $12.7M 0.52% +619 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 45,532 $12.7M 0.57% -3 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 44,533 $12.4M 0.08% +1,597 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 44,284 $12.4M 0.15% +8,172 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 43,770 $12.2M 1.72% +1,880 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 43,573 $12.2M 0.05% -1,127 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 43,143 $12M 0.6% -217 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 42,990 $12M 0.69% -1,640 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 42,582 $11.9M 0.18% +4,140 13F-HR Timeline Group NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 42,450 $11.8M 5.33% +1,997 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 40,661 $11.4M 2.55% +284 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 39,317 $11M 0.02% +2,637 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 39,238 $11M 1.34% +29,989 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 38,447 $10.7M 0.47% +40 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 38,204 $10.7M 3.12% -137 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 37,660 $10.5M 0.49% -60,007 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 37,299 $10.4M 2.34% +659 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 36,500 $10.2M 1.67% +6,000 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 36,299 $10.1M 0.04% +833 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 36,290 $10.1M 0.67% +678 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 36,218 $10.1M 0.06% +2,267 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 36,160 $10.1M 1.17% +745 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 36,100 $10.1M 0.11% -2,652 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 35,940 $10M 0.18% +1,126 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 35,337 $9.86M 6.93% +1,149 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 35,132 $9.81M 1.2% -1,138 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 33,173 $9.26M 2.6% +2,977 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 32,373 $9.24M 0.44% +13,623 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 32,991 $9.21M 4.41% +85 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 32,398 $9.04M 2.37% +102 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 32,364 $9.03M 0.15% +6,333 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 32,270 $9.01M 2.25% +414 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 32,111 $8.96M 2.09% -6,231 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 31,979 $8.93M 3.47% -1,465 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 31,662 $8.84M 0.01% +4,239 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 30,898 $8.63M 0.09% -308 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 30,746 $8.58M 2.39% +2,237 13F-HR Timeline CX Institutional More: the full row for CX Institutional 30,063 $8.39M 0.25% +489 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 29,468 $8.23M 3.22% +417 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 29,406 $8.21M 0.21% -1,325 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 29,342 $8.19M <0.01% +383 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 29,181 $8.15M 1.26% +3,072 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 29,109 $8.13M 0.68% -2,283 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 28,760 $8.03M 0.31% -220 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 28,443 $7.94M 0.55% +781 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 28,123 $7.85M 2.38% -1,398 13F-HR/A Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 28,051 $7.83M 2.32% +430 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 27,422 $7.65M 0.26% -189 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 27,094 $7.56M 0.01% +3,603 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 26,953 $7.52M 0.31% +339 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 26,898 $7.51M 0.23% +4,456 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 26,846 $7.49M 0.45% +415 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 26,609 $7.43M 0.69% +2,417 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 26,604 $7.43M <0.01% -13,075 13F-HR/A Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 26,029 $7.27M 0.2% -913 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 25,971 $7.25M 2.03% -323 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 25,816 $7.21M 0.81% +2,829 13F-HR/A Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 25,195 $7.03M 0.03% -9,253 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 24,955 $6.97M 0.52% +2,379 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 24,834 $6.93M 0.4% -846 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 24,717 $6.9M 0.08% +2,788 13F-HR Timeline Group Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 24,652 $6.88M 0.96% +302 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 24,637 $6.88M 3.52% -185 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 24,636 $6.88M 0.09% +798 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 24,367 $6.8M +20,675 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 24,352 $6.8M 0.06% +442 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 23,980 $6.69M <0.01% +6,747 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 23,893 $6.67M 0.04% -104 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 23,527 $6.57M 3.12% -99 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 23,353 $6.52M 1.29% -279 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 22,878 $6.39M 0.09% +9,863 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 22,622 $6.31M +8 Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 22,550 $6.29M 0.4% -79 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,069 $6.16M 0.05% +798 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 21,999 $6.14M 0.17% +7,091 13F-HR/A Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 21,967 $6.13M 1.9% +659 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 21,935 $6.12M 4.13% -73 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 21,454 $5.99M 4.34% -4 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 21,088 $5.89M 0.85% -571 13F-HR/A Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 20,962 $5.85M 2.54% -1,836 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 20,949 $5.85M 0.99% -776 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 20,809 $5.81M 0.2% -374 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 20,785 $5.8M 0.21% +3,412 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 22,986 $5.77M 2.26% new 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 20,538 $5.73M 0.93% +35 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 20,437 $5.7M 2.89% +230 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 20,356 $5.68M 0.11% -584 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 20,135 $5.62M 2.83% +1,077 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 20,054 $5.6M 2% +480 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 19,858 $5.54M 0.07% +599 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 19,849 $5.54M 2.62% +104 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 19,735 $5.51M 1.79% -1,105 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 19,307 $5.39M 0.59% -186 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 19,239 $5.37M 0.06% -5 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 19,104 $5.33M 0.83% +562 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 19,077 $5.33M 0.1% +453 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 19,003 $5.3M 0.67% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 18,508 $5.17M 1.65% +1,036 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 18,493 $5.16M 3.63% +8,423 13F-HR Timeline