JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,068,619 $354M 0.02% -89,437 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,966,879 $336M 6.93% +157,783 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/ 1,787,362 $306M 0.02% +103,889 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,086,588 $186M 0.01% +28,543 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 813,983 $139M 0.03% -35,351 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 759,842 $130M 6.7% +500,292 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 719,607 $123M 0.03% +58,940 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 687,843 $118M -90,622 Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 401,827 $68.7M 1.09% +17,069 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 346,126 $59.2M 0.02% +92,141 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 331,114 $56.6M 0.01% +27,293 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 327,317 $56M 0.05% +219,842 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 268,933 $46M 1.54% +1,281 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 264,306 $45.2M 0.14% -2,631 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 259,149 $44.3M 0.02% +22,917 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 184,173 $31.5M 2.38% -4,502 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 181,908 $31.1M 0.03% -9,315 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 166,663 $28.5M 0.04% +7,079 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 154,333 $26.4M 0.04% -69,689 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 152,359 $26.1M 0.01% +50,151 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 150,288 $25.7M 0.06% +114,638 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 115,677 $19.8M 1.14% -2,595 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 109,116 $18.7M 0.01% +44,624 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 108,941 $18.6M 0.06% -10,645 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 103,681 $17.7M <0.01% +6,656 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 103,193 $17.6M 0.03% new 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 102,700 $17.6M 0.2% 0 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 94,105 $16.1M 0.53% -11,912 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 92,920 $15.9M 0.07% -324 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 88,093 $15.1M 0.28% -7,483 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 83,345 $14.3M 0.07% +4,907 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 78,053 $13.3M 0.02% +1,411 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 75,605 $12.9M 0.02% -803 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 72,630 $12.4M 0.01% -1,924 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 72,199 $12.3M 0.02% +189 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 71,848 $12.3M 1.21% +1,711 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 68,520 $11.7M 0.05% +22 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 60,385 $10.3M 0.02% +11,101 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 57,952 $9.91M 0.02% -2,165 13F-HR/A Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 57,717 $9.87M 0.38% +57,130 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 55,000 $9.41M 0.21% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 54,552 $9.33M 0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 54,127 $9.26M 0.25% +1,318 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 50,313 $8.6M 1.28% -1,215 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 45,089 $7.71M 1.78% +3,761 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 44,004 $7.53M 4.93% -8,791 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 43,788 $7.49M 0.17% -13,739 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 42,782 $7.32M 1.68% +8,265 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 41,429 $7.09M 0.87% -3,567 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 39,834 $6.81M 0.03% +20,865 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 38,850 $6.64M 3.71% -1,033 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 38,454 $6.58M 0.08% -8,388 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 36,346 $6.22M 0.01% +3,665 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 34,577 $5.91M 0.08% -529 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 33,185 $5.68M 1.11% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 32,610 $5.58M 2.1% +30,550 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 32,317 $5.53M 0.69% -7,582 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 32,392 $5.5M 2.09% -170 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 31,900 $5.46M 1.83% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 30,830 $5.27M 0.07% -4,872 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 30,819 $5.27M 2.45% -599 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 30,520 $5.22M 0.44% -405 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 30,402 $5.2M 0.06% -2,449 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 30,089 $5.13M <0.01% +5,174 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 29,295 $5.01M 2.52% -2,868 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 28,861 $4.94M 1.24% +577 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,535 $4.88M 0.01% -2,568 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 26,412 $4.52M 1% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 25,903 $4.43M 1.64% -5 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 25,851 $4.42M 0.02% +2,939 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 25,812 $4.41M 0.28% -423 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 25,692 $4.39M 0.04% +10,746 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 25,630 $4.38M 1.01% -870 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 23,704 $4.05M 0.06% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 23,424 $4.01M 2.48% -15,140 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 23,423 $4.01M 0.04% +12,652 13F-HR Timeline Astor Investment Management LLC More: the full row for Astor Investment Management LLC 21,572 $3.69M 1.99% -10,476 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 21,427 $3.66M 1.64% +244 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 21,318 $3.65M 0.02% +19,360 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 21,099 $3.61M 1.29% +2,672 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 21,035 $3.6M 1.12% -1,622 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,841 $3.56M 0.09% +600 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 19,585 $3.35M 0.05% -420 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 19,479 $3.33M 1.08% +526 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 19,312 $3.28M 0.8% -93 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 19,012 $3.25M 0.04% -50 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 18,281 $3.13M 0.27% +99 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 18,118 $3.1M 0.09% +2,690 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 17,925 $3.07M 0.02% -4,611 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 17,406 $2.98M 2.23% -367 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 17,164 $2.94M 0.97% -220 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 17,089 $2.92M 0.07% +12,139 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 17,070 $2.92M 0.06% +212 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,515 $2.82M 0.02% +755 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 16,139 $2.76M 0.29% -958 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,588 $2.67M <0.01% new 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 15,341 $2.62M +864 Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 14,878 $2.54M 0.4% -260 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 14,769 $2.53M 0.66% +130 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 14,656 $2.51M 1.89% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 14,375 $2.46M 0.05% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 14,320 $2.45M 0.01% +1,130 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 13,895 $2.38M <0.01% -917 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,694 $2.34M 0.02% +67 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,530 $2.31M 0.01% +1,055 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,372 $2.29M 0.02% +1,099 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,356 $2.28M 0.12% +857 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 13,119 $2.24M 0.71% +421 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 13,060 $2.23M 0.01% +3,571 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,043 $2.23M <0.01% -1,309 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,781 $2.19M <0.01% +1,914 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 12,481 $2.13M 1.23% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,439 $2.13M 0.03% +6,546 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 12,087 $2.07M 0.24% -2,513 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,889 $2.03M 0.01% +5,427 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 11,871 $2.03M 1.45% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,829 $2.02M 0.04% -8,388 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,803 $2.02M 0.02% -1,732 13F-HR/A Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,241 $1.92M 0.22% -1,371 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 11,164 $1.91M 0.18% +125 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,681 $1.83M 0.06% -962 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,660 $1.82M <0.01% +3,751 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,627 $1.82M 0.01% -2,101 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,537 $1.8M 0.05% +10,531 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 10,406 $1.78M 1% +149 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 10,356 $1.77M 1.59% 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 10,212 $1.75M 0.11% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 9,936 $1.7M 0.28% -287 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 9,831 $1.68M 0.08% +7,809 13F-HR/A Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,768 $1.67M 0.09% -1,120 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,582 $1.64M <0.01% -707 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 9,575 $1.64M 0.19% -1,415 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,469 $1.62M 0.07% -258 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,403 $1.61M 0.05% -90 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,327 $1.59M <0.01% new 13F-HR/A Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 9,222 $1.58M 0.04% +1,201 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 9,216 $1.58M 0.05% -330 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,884 $1.52M 0.02% +5 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,750 $1.5M 0.04% +4,373 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,609 $1.47M 0.01% -2,750 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 8,483 $1.45M 1.55% +139 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 8,428 $1.44M 0.64% +836 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,423 $1.44M 0.01% -180 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,377 $1.43M 0.02% -2,429 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 8,216 $1.41M <0.01% +1,346 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,160 $1.4M 0.01% +300 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 8,061 $1.38M 0.49% +23 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,927 $1.36M 0.03% +500 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,923 $1.36M 0.15% -1,230 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,914 $1.35M 0.09% +13 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 7,908 $1.35M 0.38% +695 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,420 $1.34M 0.07% -89 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,620 $1.3M 0.09% -745 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,309 $1.28M 0.07% +227 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,470 $1.28M 0.18% -141 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,460 $1.28M 0.04% +1,577 13F-HR/A Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 7,384 $1.26M 0.4% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,207 $1.23M 0.68% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,044 $1.2M 0.03% -2,218 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 7,032 $1.2M 0.01% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,926 $1.18M 0.12% -477 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,804 $1.16M 0.29% +35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,797 $1.16M 0.59% +3,495 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,689 $1.14M <0.01% +454 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 6,680 $1.14M <0.01% -147 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,526 $1.12M <0.01% -181 13F-HR Timeline Group KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 6,427 $1.1M 1.17% -127 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,377 $1.09M 0.02% 0 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6,333 $1.08M 0.33% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,200 $1.06M 0.1% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,125 $1.05M 0.02% -11 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,099 $1.04M 0.01% +1,070 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 6,058 $1.04M 0.42% -419 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,029 $1.03M 0.03% -263 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 5,966 $1.02M 0.16% +1,521 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,855 $1M 0.04% +3,054 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,764 $986K 0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,737 $981K 0.06% +193 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,671 $970K 0.02% +89 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 5,668 $969K +144 Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 5,667 $969K 0.36% -39 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 5,590 $956K <0.01% -24,971 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,452 $932K 0.05% -26 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 5,408 $925K 0.17% +244 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 5,390 $922K 0.22% +6 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,241 $896K 0.38% +183 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,104 $893K 0.01% +27 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 5,211 $891K 0.26% +3 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 5,137 $879K 0.13% +2,970 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,063 $866K <0.01% -52 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 5,027 $860K 0.58% +830 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 4,996 $849K 0.05% -310 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,938 $845K 0.03% -1,489 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,550 $824K 0.39% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,800 $821K 0.07% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 4,745 $812K 0.33% -207 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,588 $785K 0.02% +586 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,586 $784K 0.04% -641 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,538 $776K 0.01% +1,360 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,438 $759K 0.02% -184 13F-HR Timeline