PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,998,409 $375M 5.65% +31,530 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/ 1,795,262 $337M 0.03% +7,900 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,337,794 $251M 0.02% -730,825 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,063,105 $200M 0.01% -23,483 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 818,162 $154M 0.03% +4,179 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 709,805 $133M 0.03% -9,802 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 682,015 $128M 6.11% -77,827 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 609,470 $114M -78,373 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 410,994 $77.2M 0.02% +64,868 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 319,581 $60M 0.01% -11,533 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 269,219 $50.5M 1.63% +286 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 258,114 $48.5M 0.13% -6,192 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 242,024 $45.4M 0.01% -17,125 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 197,731 $37.1M 0.03% +15,823 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 184,412 $34.6M 2.44% +239 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 183,623 $34.5M 0.03% -143,694 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 175,333 $32.9M 0.04% +21,000 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 147,355 $27.7M 0.04% -19,308 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 144,864 $27.2M 0.11% +61,519 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 143,613 $27M 0.05% +139,550 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 142,040 $26.7M <0.01% -10,319 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 124,422 $23.4M 0.05% -25,866 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 114,460 $21.5M <0.01% +10,779 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 102,856 $19.3M 1.06% -12,821 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 102,700 $19.3M 0.17% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 100,209 $18.8M 0.01% -8,907 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 96,264 $18.1M 0.06% -12,677 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 93,968 $17.6M 0.08% +1,048 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 91,121 $17.1M 0.04% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 83,576 $15.7M 0.49% -10,529 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 80,524 $15M 0.02% +20,139 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 77,332 $14.5M 0.02% -721 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 75,189 $14.1M 0.02% +2,990 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 72,737 $13.7M 1.26% +889 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 66,371 $12.5M 0.05% -2,149 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 64,222 $12.1M 0.01% -8,408 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 61,318 $11.5M 0.02% +3,366 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 57,927 $10.9M 0.37% +210 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 56,900 $10.7M 0.02% -46,293 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 55,200 $10.4M 0.26% +1,073 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 54,552 $10.2M 0.01% 0 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 48,059 $9.02M 1.82% +2,970 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 43,574 $8.18M 1.68% +792 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 42,467 $7.97M 5.03% -1,537 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 39,499 $7.42M 0.03% -335 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 37,647 $7.07M 0.02% +11,796 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 37,019 $6.95M 2.09% +4,409 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 35,441 $6.65M 0.01% -905 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 35,378 $6.64M 0.11% -52,715 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 34,238 $6.43M 0.07% -4,216 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 33,245 $6.24M 1.12% +60 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 33,060 $6.21M 0.08% -1,517 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 32,659 $6.13M 1.99% +759 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 32,286 $6.07M <0.01% +2,197 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 31,115 $5.84M 0.06% +285 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,103 $5.84M 0.05% +701 13F-HR/A Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 29,671 $5.57M 2% -2,721 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 29,532 $5.54M 0.42% -988 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 29,293 $5.5M 2.36% -2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 28,806 $5.41M 0.12% +7,965 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 28,036 $5.26M 2.3% -2,783 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 27,577 $5.18M 1.22% -1,284 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,386 $5.14M 0.01% -1,149 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 25,684 $4.82M 1.68% -219 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 25,680 $4.82M 1.03% +50 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 25,660 $4.82M 0.95% -752 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 25,229 $4.74M 0.01% +19,639 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 24,791 $4.65M 0.01% -50,814 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 23,978 $4.5M +18,310 Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 22,304 $4.19M 0.24% -3,508 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 21,997 $4.13M 0.05% -1,707 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 21,354 $4.01M 0.01% +36 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 21,271 $3.99M 1.28% +172 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 20,846 $3.91M 2.31% -2,578 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 20,841 $3.91M 1.07% -194 13F-HR/A Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 20,244 $3.8M 1.49% -1,183 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 19,431 $3.63M 0.83% +119 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 19,264 $3.62M 1.56% -19,586 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 19,186 $3.6M 0.04% -399 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 18,934 $3.55M 1.06% -545 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 18,760 $3.52M 0.29% +479 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 18,475 $3.47M 0.04% -537 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 17,614 $3.31M 0.05% +525 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 17,553 $3.3M 0.09% -565 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. 17,148 $3.22M 0.06% +78 13F-HR Timeline Group Campion Asset Management More: the full row for Campion Asset Management 17,011 $3.19M 2.27% -395 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,499 $3.1M 0.02% -16 13F-HR/A Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,689 $2.95M 0.04% -386,138 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 15,628 $2.93M 0.02% +13,721 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 15,564 $2.92M +223 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,128 $2.84M 0.01% +3,239 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 14,773 $2.77M 0.41% -105 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 14,617 $2.74M 0.67% -152 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 14,606 $2.74M 1.93% -50 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 14,484 $2.72M 0.05% +109 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14,451 $2.71M 0.02% +1,079 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 14,320 $2.69M <0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 14,043 $2.64M <0.01% +148 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,027 $2.63M <0.01% +1,246 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,532 $2.54M 0.01% +2 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,482 $2.53M 0.01% +439 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,380 $2.51M <0.01% +12,435 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,356 $2.51M 0.13% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,237 $2.48M 0.02% -457 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 13,230 $2.48M 0.73% +111 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 12,456 $2.34M 1.24% -25 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,382 $2.32M 0.07% +3,166 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 12,376 $2.32M 1.11% +1,970 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,299 $2.31M <0.01% +1,639 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12,035 $2.26M 0.01% -1,025 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 11,820 $2.22M 0.27% -4,319 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 11,561 $2.17M 1.46% -310 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,509 $2.16M 0.01% +2,900 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 11,128 $2.09M 0.18% -36 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,027 $2.07M 0.01% +7,803 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 10,889 $2.04M 0.23% -1,198 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,883 $2.04M 0.05% +202 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,868 $2.04M 0.01% +241 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 10,756 $2.02M 0.08% +925 13F-HR/A Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 10,430 $1.96M 1.68% +74 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 10,410 $1.95M 0.04% -1,419 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,323 $1.94M 0.02% -1,480 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 10,212 $1.92M 0.11% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 10,070 $1.89M 0.19% -1,171 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,832 $1.85M 0.08% +4,380 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,518 $1.79M <0.01% -64 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 9,481 $1.78M 0.19% -94 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,460 $1.78M 0.06% -9 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 9,365 $1.76M 0.99% 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,033 $1.7M 0.04% -189 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 8,928 $1.68M 0.26% -1,008 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 8,814 $1.65M 0.67% +386 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,778 $1.65M <0.01% +7,510 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 8,670 $1.63M 0.08% +250 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,572 $1.61M 0.01% +412 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,521 $1.6M 0.01% +98 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 8,501 $1.6M 0.42% +593 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 8,495 $1.59M 1.55% +12 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,426 $1.58M 0.04% -977 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,285 $1.56M 0.08% +665 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,267 $1.55M 0.09% +353 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 8,203 $1.54M <0.01% +1,514 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,188 $1.54M 0.16% +265 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,974 $1.5M 0.02% -403 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,972 $1.5M 0.03% +45 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,963 $1.5M 0.02% -921 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,470 $1.4M 0.18% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 7,416 $1.39M 0.18% +2,279 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 7,384 $1.39M 0.4% 0 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 7,367 $1.38M 0.02% -16,056 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,368 $1.38M 0.08% +59 13F-HR/A Timeline Idaho Trust Co More: the full row for Idaho Trust Co 7,287 $1.37M 0.46% -774 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,285 $1.37M <0.01% -8,303 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,285 $1.37M 0.03% -1,465 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,218 $1.35M <0.01% +4,452 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,207 $1.35M 0.67% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,120 $1.34M 0.3% +316 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,018 $1.32M 0.03% -26 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,989 $1.31M <0.01% +1,926 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 6,712 $1.26M <0.01% +32 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,560 $1.23M 0.57% -237 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,476 $1.22M 0.06% +739 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 6,427 $1.21M 0.27% +1,037 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,395 $1.2M 0.07% +3,519 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,365 $1.19M 0.04% +1,985 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,347 $1.19M 0.02% -30 13F-HR Timeline Group KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 6,334 $1.19M 1.21% -93 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,283 $1.18M 0.02% +612 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,205 $1.16M 0.11% -721 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,200 $1.16M 0.11% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,076 $1.14M 0.01% -23 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,959 $1.12M 0.03% -1,501 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,044 $1.12M 0.03% +15 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 5,841 $1.1M 0.38% +174 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 5,817 $1.09M 0.16% -149 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,764 $1.08M <0.01% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,647 $1.06M <0.01% -879 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 5,415 $1.02M 0.27% +204 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 5,367 $1.01M <0.01% -2,849 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 5,354 $1M 0.18% -54 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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