BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,443,141 $449M 0.03% +420,684 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,096,665 $386M 4.83% +91,329 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,422,902 $263M 0.02% +298,643 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 989,123 $182M 0.01% -65,634 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 777,340 $143M 0.02% -632 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 746,343 $137M -451 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 716,133 $132M 0.03% +158,627 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 474,792 $87.3M +64,069 Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 464,202 $85.4M 5.17% +56,122 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 410,936 $75.6M 0.02% +52,770 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 365,421 $67.2M 0.12% +22,489 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 346,099 $63.7M 0.02% +67,753 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 254,010 $46.7M 0.11% +14,712 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 252,428 $46.4M 1.38% +4,404 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 191,215 $35.2M 2.14% +4,890 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 188,381 $34.7M 0.12% +853 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 177,268 $32.6M 0.03% -10,914 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 171,378 $31.5M 0.64% +73,588 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 142,761 $26.3M 0.05% +5,906 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 131,149 $24.1M 0.03% -9,824 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 122,772 $22.6M 0.02% +16,760 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 118,669 $21.8M <0.01% -666,972 13F-HR Timeline Group LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 113,728 $21.5M 4.51% +945 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 110,217 $20.3M <0.01% -18,808 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 108,607 $20M 0.01% +2,837 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 105,020 $19.3M 0.02% -9,970 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 100,004 $18.4M 0.01% +50,000 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 94,391 $17M 1.05% 0 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 88,929 $16.4M 0.05% -2,903 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 88,438 $16.3M 0.06% -858 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 78,207 $14.4M 0.4% -1,050 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 75,602 $13.9M 1.11% +2,361 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 74,710 $13.7M 0.02% +1,192 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 73,375 $13.5M 0.02% +60 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 73,041 $13.4M 0.01% -655 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 66,857 $12.3M 0.02% +2,198 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 59,333 $10.9M 0.01% +1,878 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 58,465 $10.8M 1.74% +85 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 54,637 $10.1M <0.01% -2,708 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 53,539 $9.85M 0.25% -800 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 47,611 $8.76M 0.01% -1,041 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 47,319 $8.7M 0.16% -839 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 42,609 $8.3M 0.88% -39 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 42,575 $7.83M 0.05% +7,955 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 41,985 $7.62M <0.01% +4,838 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 37,938 $6.98M 0.76% -2,659 13F-HR/A Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 37,234 $6.85M 3.84% +3,599 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 37,098 $6.82M 1.06% +940 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 35,784 $6.58M 1.92% +749 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 35,180 $6.47M +337 Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 32,719 $6.02M 0.02% +1,220 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 32,655 $6.01M 0.08% +10,859 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 31,097 $5.72M 0.38% +1,220 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 30,424 $5.6M 0.06% -714 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 27,644 $5.09M 0.05% +7,356 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 26,769 $4.92M 1.53% -106 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 26,696 $4.91M 0.98% -859 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 25,983 $4.78M 1.19% -85 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 25,587 $4.71M 1.42% -183 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 25,472 $4.69M -1,099 Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 25,735 $4.63M 0.87% +50 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,028 $4.6M 0.01% +2,428 13F-HR/A Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 24,462 $4.5M 1.56% -44 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 23,280 $4.28M 0.05% -563 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 22,917 $4.22M 1.13% +561 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,613 $4.16M 0.01% -9,494 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,251 $4.09M <0.01% -28,035 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 20,646 $3.96M 0.79% +1,143 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 21,329 $3.92M 1.01% +408 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 20,570 $3.78M 1.28% +2,441 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 20,163 $3.71M 0.02% +19,518 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 19,944 $3.67M 0.63% -24,313 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 19,802 $3.64M 0.02% +2,305 13F-HR/A Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 18,556 $3.41M 0.04% -1,202 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 18,260 $3.36M <0.01% +15,542 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 17,987 $3.31M 0.9% -18 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 17,929 $3.3M 0.05% +14 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 17,830 $3.28M 1.76% +11,518 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 17,386 $3.2M 0.02% +284 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 16,735 $3.08M 1.88% +36 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16,676 $3.07M 0.01% -1,488 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,627 $3.06M 0.01% +1,016 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 16,506 $3.04M 0.03% 0 13F-HR Timeline Group Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 16,315 $3M 1.56% -20,311 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 15,907 $2.93M 0.05% +3,254 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 15,807 $2.91M 0.14% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 15,034 $2.77M 0.1% +3,072 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 14,600 $2.69M 0.63% -4,809 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 14,524 $2.67M 0.11% +13,216 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 14,320 $2.63M <0.01% 0 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 13,934 $2.56M 1.79% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,871 $2.55M <0.01% +776 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,775 $2.53M 0.01% +772 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,774 $2.53M <0.01% +1,702 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 13,657 $2.51M 0.33% -210 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 13,591 $2.5M 0.64% -611 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,573 $2.5M <0.01% -5,030 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 13,548 $2.49M 0.21% -465 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,524 $2.49M 0.12% +332 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 13,381 $2.46M 0.55% -915 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,140 $2.42M <0.01% -4,158 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12,883 $2.37M 0.01% -1,146 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 12,056 $2.22M 0.88% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,001 $2.21M 0.01% +2,793 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,899 $2.19M 0.01% -16 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 11,555 $2.13M 1.22% 0 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 11,511 $2.12M 0.94% -314 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,494 $2.11M 0.03% +61 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,154 $2.05M <0.01% +479 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 11,125 $2.05M 0.16% +121 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,670 $1.96M 0.08% +351 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 10,579 $1.95M +1,003 Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 10,296 $1.89M 1.08% 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,277 $1.89M 0.01% -1,954 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,250 $1.89M <0.01% -4,091 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 10,212 $1.88M 0.09% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,942 $1.83M 0.02% +10 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 9,942 $1.83M 0.66% +328 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,940 $1.83M 0.05% +567 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,902 $1.82M <0.01% +954 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 9,740 $1.79M 0.87% +375 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 9,722 $1.79M 0.17% +5 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,692 $1.78M 0.01% +935 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,642 $1.77M 0.01% -4,164 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,378 $1.73M 0.09% +101 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 9,342 $1.72M 1.54% -251 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,278 $1.71M <0.01% +1,720 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 9,079 $1.67M 0.03% -864 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 9,031 $1.66M 0.04% -1,382 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,003 $1.66M 0.03% -239 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 8,996 $1.65M 0.14% -148 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,970 $1.65M <0.01% +2,032 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,828 $1.62M <0.01% +184 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,772 $1.61M <0.01% -752 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 8,652 $1.59M 0.05% +2,129 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,453 $1.55M 0.02% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,414 $1.55M <0.01% -9,888 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,251 $1.52M 0.07% -446 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 8,229 $1.51M 0.19% -458 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 8,167 $1.5M 0.35% +40 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 8,138 $1.5M 1.08% +1,800 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,109 $1.49M 0.07% +14 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,088 $1.49M <0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,076 $1.49M 0.04% +70 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 8,027 $1.48M 0.4% -100 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,074 $1.47M +4,262 Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 7,917 $1.46M 0.06% +191 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,841 $1.44M 0.02% +1,790 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,771 $1.43M 0.06% -18 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,702 $1.42M 0.13% +288 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,653 $1.41M 0.01% -6 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,574 $1.39M <0.01% -1,043 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 7,486 $1.38M 0.5% -303 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,413 $1.36M 0.03% +100 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,207 $1.33M 0.55% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,072 $1.3M 0.07% +32 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 7,034 $1.29M 0.38% +16 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 6,952 $1.28M 0.32% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,930 $1.27M 0.03% -6,133 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,723 $1.24M 0.25% -84 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. &PARTNERS More: the full row for &PARTNERS 6,653 $1.22M 0.01% -180 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 6,576 $1.21M 0.31% -21 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,560 $1.21M 0.05% -298 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,352 $1.17M 0.01% 0 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 6,264 $1.15M 0.24% -260 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 6,246 $1.15M 0.95% -68 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,202 $1.14M 0.01% -1,122 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,200 $1.14M 0.09% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,987 $1.14M 0.03% +2,101 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,089 $1.12M 0.01% +398 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,945 $1.09M 0.03% -23,423 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 5,912 $1.09M 0.24% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,862 $1.08M 0.01% -341 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,852 $1.08M 0.02% -1,468 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,768 $1.06M 0.86% +105 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,764 $1.06M <0.01% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 5,739 $1.06M 0.13% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 5,681 $1.05M 0.33% +3,466 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,622 $1.03M 0.02% -1,193 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 5,619 $1.03M 0.38% -393 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,460 $1M 0.02% -6,158 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,452 $1M 0.07% +539 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,429 $999K <0.01% -112 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 5,363 $986K 0.16% +36 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 5,268 $969K <0.01% +132 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 5,267 $969K 0.02% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,059 $931K 0.21% 0 13F-HR Timeline Institute for Wealth Management, LLC. 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