PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,000,839 $387M 5.72% +2,430 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/ 1,794,883 $348M 0.03% -379 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,236,021 $239M 0.02% -101,773 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,072,900 $208M 0.01% +9,795 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 813,334 $157M 0.03% -4,828 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 714,807 $138M +5,002 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 674,664 $131M 0.02% +560,204 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 618,689 $120M 0.03% +299,108 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 599,447 $116M 6.21% -82,568 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 552,157 $107M -57,313 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 422,194 $81.7M 0.02% +11,200 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 277,834 $53.8M 0.15% +19,720 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 270,951 $52.5M 1.68% +1,732 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 256,201 $49.6M 0.02% +14,177 13F-HR Timeline Group Marks Wealth, LLC More: the full row for Marks Wealth, LLC 212,223 $41.1M 13.76% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 191,337 $37M 0.08% +66,915 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 189,959 $36.8M 0.03% -7,772 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 189,669 $36.7M 2.48% +5,257 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 173,772 $33.1M 0.13% +28,908 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 144,573 $28M 0.04% -2,782 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 137,818 $26.7M 0.03% -37,515 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 128,828 $24.9M 0.93% +126,654 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 123,784 $24M 0.04% -19,829 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 120,713 $23.4M <0.01% -21,327 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 115,632 $22.4M 0.05% +24,511 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 113,016 $21.9M 5.03% 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 $19.9M 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 101,092 $19.6M 0.01% +883 13F-HR/A Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 94,809 $18.4M 0.02% -88,814 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 94,333 $18.3M 0.06% -1,931 13F-HR/A Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 88,652 $17.2M 0.07% -5,316 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 86,874 $16.8M 0.52% +3,298 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 80,633 $15.6M 0.02% +109 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 74,858 $14.5M 0.02% +50,067 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 74,594 $14.4M 0.02% -595 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 72,881 $14.1M 1.27% +144 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 72,630 $14.1M 0.02% -4,702 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 68,401 $13.2M 0.05% +2,030 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 61,957 $12M 0.01% -2,265 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 61,714 $11.9M 0.02% +396 13F-HR/A Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 56,231 $10.9M 2.05% +8,172 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 54,730 $10.6M 0.24% -3,197 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 53,985 $10.5M 0.27% -1,215 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50,134 $9.71M 0.01% +48,992 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 47,772 $9.25M 0.05% +45,340 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 43,228 $8.59M 1.18% 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 43,527 $8.43M 1.67% -47 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 43,203 $8.37M 0.93% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 39,481 $7.64M 0.03% -18 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 39,232 $7.6M 0.02% +1,585 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 37,828 $7.32M 4.66% -4,639 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 37,798 $7.32M 0.06% +6,683 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 36,084 $6.99M <0.01% +3,798 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 35,715 $6.92M 0.11% +337 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 34,775 $6.73M 1.15% +1,530 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 33,772 $6.54M 0.01% -1,669 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 33,434 $6.47M 2.05% +775 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 32,658 $6.32M 0.43% new 13F-HR Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 32,447 $6.28M 3.96% 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 32,125 $6.22M 0.08% -935 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 31,662 $6.13M 0.07% -2,576 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,357 $6.07M 0.05% +254 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 29,620 $5.74M 0.42% +88 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 28,687 $5.55M 1.96% -984 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 28,143 $5.45M 0.11% -663 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 28,059 $5.43M 2.34% +23 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 27,525 $5.33M 0.18% +21,160 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 27,208 $5.27M 1.18% -369 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 26,236 $5.08M +2,258 Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 26,176 $5.07M 0.96% +516 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 26,062 $5.05M 1.84% -3,231 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,962 $5.03M 0.01% -1,424 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 25,685 $4.97M 1.06% +5 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 25,404 $4.92M 1.62% -280 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 23,868 $4.62M 0.34% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 23,095 $4.47M 1.69% +2,851 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,436 $4.34M 0.01% +15,151 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 21,835 $4.23M 1.31% +564 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 21,321 $4.13M 0.01% -33 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 20,652 $4M 1.1% -189 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 20,056 $3.88M 2.25% -790 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 20,006 $3.87M 0.05% -1,991 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 19,696 $3.81M 0.87% +265 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 19,559 $3.79M 0.04% +373 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 19,022 $3.68M 1.55% -242 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,939 $3.67M 0.01% +5,457 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 18,882 $3.66M 0.1% +1,329 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. 18,857 $3.65M 0.07% +1,709 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 18,437 $3.57M 1.07% -497 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 17,917 $3.47M 0.28% -843 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) 17,219 $3.33M 0.08% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 17,005 $3.29M 0.02% +8,433 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,726 $3.24M <0.01% +4,427 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 16,575 $3.21M 0.04% -1,900 13F-HR Timeline Group Campion Asset Management More: the full row for Campion Asset Management 16,469 $3.19M 2.21% -542 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,608 $3.02M 0.02% -891 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 15,586 $3.02M +22 Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,483 $3M 0.02% +1,032 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,070 $2.92M 0.01% -58 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 14,906 $2.89M <0.01% +1,526 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 14,606 $2.83M 1.95% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 14,516 $2.81M 0.68% -101 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 14,491 $2.81M 0.26% +2,671 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 14,320 $2.77M <0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 14,192 $2.75M <0.01% +149 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 14,132 $2.74M 0.39% -641 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 14,054 $2.72M 1.17% +1,678 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 13,880 $2.69M 0.01% +1,845 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 13,813 $2.67M 0.78% +583 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,751 $2.66M 0.01% +219 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,356 $2.59M 0.14% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,156 $2.55M <0.01% -871 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,982 $2.51M 0.03% -255 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 12,864 $2.49M 0.09% +2,108 13F-HR/A Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,404 $2.4M 0.04% -2,080 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,359 $2.39M 0.07% -23 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 12,256 $2.37M 0.01% -3,372 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 12,056 $2.33M 1.24% -400 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,766 $2.28M 0.01% +739 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 11,561 $2.24M 1.49% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,513 $2.23M 0.01% +4 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 11,128 $2.15M 0.18% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,100 $2.15M 0.04% +217 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,481 $2.03M 0.03% -7,133 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 10,473 $2.03M 0.22% -416 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,226 $1.98M 0.09% +394 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 10,212 $1.98M 0.11% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 10,162 $1.97M <0.01% new 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 10,106 $1.96M 0.03% -304 13F-HR/A Timeline BAILARD, INC. More: the full row for BAILARD, INC. 10,093 $1.95M 0.04% +1,060 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 10,050 $1.95M 1.64% -380 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,977 $1.93M 0.11% -93 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,891 $1.92M 0.01% -977 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,706 $1.88M <0.01% +188 13F-HR Timeline Group RCW Management, LLC More: the full row for RCW Management, LLC 9,593 $1.86M 1.88% 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,361 $1.81M 0.06% -99 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,289 $1.8M 0.08% +619 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,206 $1.78M 0.18% -275 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 9,192 $1.78M 0.7% +378 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 9,185 $1.78M 1% -180 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 8,875 $1.72M 0.24% -53 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 8,875 $1.72M 1.58% +380 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,764 $1.7M <0.01% +561 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 8,649 $1.67M 0.01% +128 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,610 $1.67M 0.04% +184 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,597 $1.66M 0.18% +409 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,528 $1.65M 0.01% -1,795 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 8,499 $1.65M 0.43% -2 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,430 $1.63M 0.08% +145 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,282 $1.6M 0.09% +15 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 8,127 $1.57M 0.48% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,980 $1.55M 0.03% +8 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,873 $1.52M 0.02% -101 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,641 $1.48M 0.03% +623 13F-HR/A Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 7,627 $1.48M 0.41% -29,392 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,622 $1.48M 0.02% -341 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,453 $1.44M 0.17% -17 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,304 $1.43M 0.08% -64 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,313 $1.42M 0.03% +28 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,207 $1.4M 0.69% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,142 $1.38M 0.02% +859 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,976 $1.35M 0.06% +500 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,954 $1.35M <0.01% -35 13F-HR Timeline Group PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 6,952 $1.35M 0.37% -432 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,932 $1.34M 0.28% -188 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,905 $1.34M <0.01% -313 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,889 $1.33M 0.06% +684 13F-HR/A Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 6,858 $1.33M 0.06% 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 6,631 $1.28M 0.43% -656 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 6,587 $1.28M <0.01% -125 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 6,573 $1.27M 0.01% +1,839 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,532 $1.26M 0.58% -28 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 6,836 $1.26M 0.58% 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 6,506 $1.26M 0.28% +79 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,502 $1.26M <0.01% +1,205 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,404 $1.24M 0.02% +57 13F-HR Timeline Group KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 6,258 $1.21M 1.06% -76 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,248 $1.21M 0.06% +3,745 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,203 $1.2M 0.01% +127 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,200 $1.2M 0.11% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,165 $1.2M 0.03% +121 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 5,881 $1.14M 0.39% +40 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 5,766 $1.12M 0.73% +2,899 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,764 $1.12M <0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,746 $1.12M <0.01% +1,017 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 5,679 $1.1M 0.16% -138 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,659 $1.1M <0.01% +12 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 5,642 $1.09M 0.03% -317 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,339 $1.03M 0.02% -50 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,290 $1.02M 0.37% +2 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 5,273 $1.02M 0.19% -81 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 5,084 $984K 0.25% -331 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,059 $980K 0.25% +3,296 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,001 $968K 0.02% +1,029 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 4,949 $964K 0.03% new 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 4,950 $958K 0.37% +159 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 4,895 $948K 0.84% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,823 $934K 0.01% -256 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 4,803 $930K <0.01% -564 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 4,800 $929K 0.08% 0 13F-HR Timeline