MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,108,492 $210M 0.01% -63,591 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,006,256 $191M 0.01% +32,001 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 832,609 $158M 0.05% +97,802 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 658,484 $125M 0.08% +12,760 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 639,099 $121M 5.78% -97,919 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 520,580 $98.6M -24,471 Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 372,748 $70.6M 0.2% -3,225 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 343,746 $65.1M 0.01% +64,426 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 297,342 $56.4M 0.01% +12,566 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 282,752 $53.6M 0.01% -31,048 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 232,850 $43.3M 0.06% +45,168 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 228,572 $43.3M 0.09% -372 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 200,250 $37.9M 0.07% -2,138 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 196,927 $37.3M 0.01% +11,742 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 195,961 $37.1M 0.01% -24,490 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 195,671 $37.1M 0.56% +5,530 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 185,258 $35.1M 0.04% +19,095 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 180,307 $34.2M 0.04% +3,148 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 152,541 $28.9M 0.61% +48,661 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 117,680 $22.3M 0.06% +12,724 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 105,168 $19.9M 0.02% +6,046 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 99,625 $18.9M 1.27% +5,185 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 92,401 $17.5M 1.14% -1,394 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 88,649 $16.8M 2.67% -50,116 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 86,791 $16.4M 0.06% +1,833 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 85,003 $16.1M 0.04% +1,062 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 82,654 $15.7M 7.85% +35 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 77,527 $14.7M 0.01% +363 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 75,906 $14.4M <0.01% +17,132 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 66,318 $12.6M 0.05% +34,695 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 64,478 $12.2M 0.06% -4,444 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 60,518 $11.5M 1.37% +1,382 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 60,246 $11.4M 0.02% +697 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 59,082 $11.2M 0.41% +570 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 58,294 $11M 0.71% +57,782 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 56,974 $10.8M 0.03% -551 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 56,735 $10.7M 0.01% -490 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 56,180 $10.6M 4.31% +22,615 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 53,427 $10.1M 2.43% -136 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 52,727 $9.99M 0.01% +3,734 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 50,179 $9.5M 0.01% +4,171 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 50,181 $9.5M +4,371 Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 49,277 $9.33M 1.1% +11,769 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 48,629 $9.21M 0.02% +4,516 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 41,312 $7.82M 4.94% -1,459 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 39,504 $7.48M 2.69% -560 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 37,526 $7.11M 0.86% +4,341 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 37,062 $7.02M 0.23% +330 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 32,753 $6.2M 0.31% -9 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 30,449 $5.77M 0.06% +280 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 30,210 $5.72M 0.08% +1,153 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 29,698 $5.63M 0.01% +5,308 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 28,820 $5.46M +4,009 Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 28,641 $5.42M 2.33% -152 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 28,245 $5.35M +1,877 Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 27,615 $5.23M 0.24% +475 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 27,500 $5.21M 0.01% +6,200 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 27,337 $5.18M 0.1% +865 13F-HR/A Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 27,218 $5.16M 1.08% +506 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 27,098 $5.13M <0.01% +2,100 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 27,003 $5.11M 0.15% +2,632 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 26,725 $5.06M 1.25% +2,052 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 26,647 $5.05M 0.06% -84 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,761 $4.88M 0.07% +8,560 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 25,645 $4.86M 0.38% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 25,318 $4.8M -2,626 Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 24,345 $4.61M 0.22% +162 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 24,049 $4.56M 3.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 24,022 $4.55M 0.6% +22,521 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 23,497 $4.45M 0.1% +8,254 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 23,130 $4.38M +2,047 Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 22,946 $4.35M 1.36% new 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 22,566 $4.31M 0.82% -853 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 22,567 $4.27M 0.01% -3,542 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 22,368 $4.24M 0.04% +4,030 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 21,743 $4.12M 1.8% +995 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21,040 $4.11M 0.01% +1,042 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 21,537 $4.08M 1.08% +11,837 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 20,545 $3.89M 0.09% 0 13F-HR/A Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 20,494 $3.88M 2.29% -974 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 20,295 $3.84M 0.01% -93,538 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,137 $3.79M <0.01% +4,280 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 19,871 $3.76M <0.01% -20,871 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,833 $3.76M 0.07% +179 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 19,586 $3.71M <0.01% +497 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 19,238 $3.64M 0.01% +193 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 18,982 $3.6M 0.7% -337 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 18,955 $3.59M 0.25% -126 13F-HR/A Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 18,732 $3.55M 0.54% -973 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 18,502 $3.5M 0.93% +381 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 18,119 $3.43M 2.07% +1,514 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 18,114 $3.43M <0.01% +8,008 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 17,831 $3.38M 1.71% -12,920 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 17,059 $3.23M 0.26% +627 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 16,905 $3.19M 0.71% +558 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,650 $3.15M 0.02% +220 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 16,589 $3.14M 2.22% -799 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 16,395 $3.11M 1.75% -1,325 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 15,735 $2.98M 0.01% +4,214 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 15,706 $2.97M 1.95% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,481 $2.93M 0.07% -99 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 15,299 $2.9M 0.11% -7 13F-HR Timeline Group Guerra Advisors Inc More: the full row for Guerra Advisors Inc 15,127 $2.87M 1.06% -151 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 15,002 $2.84M 1.46% +621 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 14,643 $2.77M 0.83% -1,829 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 14,519 $2.75M 0.31% -108,875 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 14,437 $2.73M 0.59% -2,750 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 14,437 $2.73M 0.55% -2,750 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 14,409 $2.73M 1.69% -86 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 14,076 $2.67M 0.07% +325 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 13,835 $2.62M 1.01% +420 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,761 $2.61M 0.2% -131 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,669 $2.59M <0.01% +2,792 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 13,195 $2.5M 0.61% -70 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 13,069 $2.48M 0.55% -376 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,057 $2.47M 0.07% -193 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 12,930 $2.45M 1.02% +842 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 12,480 $2.37M +558 Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 12,360 $2.34M 0.94% -403 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 12,181 $2.31M 0.71% +156 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,124 $2.3M 0.15% +616 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,025 $2.28M <0.01% +3,713 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,989 $2.27M 0.01% +560 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 11,888 $2.26M 0.27% -810 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,770 $2.23M 0.02% -121 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,538 $2.19M 0.02% +69 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,390 $2.16M 0.08% +14 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 11,275 $2.14M 0.13% +374 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,248 $2.13M 0.02% -1,360 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,886 $2.06M 0.02% +4,098 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,863 $2.06M 0.02% +1,214 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,683 $2.02M 0.01% +1,945 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 10,591 $2.01M <0.01% +26 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,458 $1.98M 0.02% +3,589 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,416 $1.97M 0.01% +3 13F-HR Timeline Group Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 10,084 $1.91M 0.46% +131 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,035 $1.91M 0.42% +1,053 13F-HR Timeline INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 10,000 $1.89M 0.29% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,941 $1.88M 0.18% +113 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 9,926 $1.88M 1.61% +108 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,874 $1.87M 0.54% +262 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,657 $1.83M 0.06% +251 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,655 $1.83M 0.06% +5,728 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 9,504 $1.8M 0.23% +849 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 9,435 $1.79M 0.08% new 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 8,989 $1.7M 2.29% +42 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,930 $1.69M 0.02% +156 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,896 $1.69M 0.01% +7 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,872 $1.68M 0.06% +324 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 8,733 $1.65M 0.59% -192 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,418 $1.65M 0.04% -184 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 8,563 $1.62M 0.43% +2,132 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 8,536 $1.62M 0.32% +111 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,296 $1.57M 0.24% +1,512 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 8,081 $1.53M 0.32% -162 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,037 $1.52M 0.01% +846 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,009 $1.52M 0.03% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,954 $1.51M 0.28% -304 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 7,950 $1.51M <0.01% +1,405 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 7,946 $1.51M 0.16% -223 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,915 $1.5M 0.54% +66 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,905 $1.5M 0.02% +124 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 7,859 $1.49M 1.09% -355 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 7,823 $1.48M 0.59% -8 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 7,811 $1.48M 0.35% -96 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 7,796 $1.48M 0.68% +733 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,782 $1.47M 0.02% +1,325 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 7,586 $1.46M 0.34% -8 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 7,646 $1.45M 0.69% +40 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,485 $1.42M 0.03% -143 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 7,450 $1.41M 0.6% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,393 $1.4M 0.07% +107 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,280 $1.38M <0.01% -433 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,174 $1.36M 0.19% -192 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,170 $1.36M 0.07% +120 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 7,156 $1.36M 0.41% -80 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,026 $1.33M 0.37% +387 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,002 $1.33M 0.03% +828 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,862 $1.3M 0.01% -3,846 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,829 $1.29M 0.05% +1,139 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 7,260 $1.28M 0.15% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 6,740 $1.28M 0.98% -35 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,715 $1.27M <0.01% +2,116 13F-HR Timeline Group City State Bank More: the full row for City State Bank 6,646 $1.26M 0.36% +910 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 6,663 $1.24M 0.45% +223 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,521 $1.24M <0.01% +3,311 13F-HR Timeline Group Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 6,503 $1.23M 1.18% 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,450 $1.22M 0.15% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 6,435 $1.22M 0.1% +4 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,427 $1.22M 0.03% +771 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,377 $1.21M -1,850 Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,372 $1.21M 0.03% -9,640 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,363 $1.21M 0.06% +27 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,345 $1.2M <0.01% -549 13F-HR Timeline Group North Forty Two & Co. More: the full row for North Forty Two & Co. 6,275 $1.19M 1.16% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,166 $1.17M 0.54% -319 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,120 $1.16M 0.04% +1,374 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,098 $1.16M 0.01% -1,023 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,084 $1.15M <0.01% +600 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,061 $1.15M 0.9% -93 13F-HR Timeline