BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 308,503 $88.8M 0.01% +3,135 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 257,410 $74.1M <0.01% +34,348 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 172,944 $49.8M 0.14% +4,357 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 113,045 $32.5M 0.06% -1,754 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 101,066 $29.1M 0.03% +2,024 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 87,140 $25.1M 2.78% +4,765 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 78,870 $22.7M 0.01% +16,158 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 75,181 $22M <0.01% -286 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 75,664 $21.8M <0.01% +2,226 13F-HR Timeline Group Systelligence, LLC More: the full row for Systelligence, LLC 67,915 $19.5M 3.26% -6,093 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 66,964 $19.3M 2.25% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 54,279 $15.6M 0.32% +20,589 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 54,217 $15.6M 0.7% +7,637 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 51,242 $14.7M -2,474 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 49,292 $14.2M 0.08% -2,993 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 43,494 $12.5M -1,885 Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 41,503 $11.9M 2.03% -198 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 39,615 $11.4M <0.01% -622 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 39,370 $11.3M 0.02% -1,436 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 37,169 $10.7M 0.01% -913 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 34,027 $9.79M -1,431 Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 34,002 $9.78M 0.06% +276 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 32,625 $9.39M 0.83% -1,017 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 31,517 $9.07M 1.27% -2,216 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 29,201 $8.4M 0.01% +7,713 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 27,103 $7.8M 2.47% +2,256 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 23,922 $6.88M 0.05% -3,416 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 24,280 $6.54M 1.02% +7,127 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 22,662 $6.52M <0.01% -6,013 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 21,783 $6.27M 0.83% -453 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,507 $6.19M 0.01% -10,025 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 20,675 $5.95M 0.01% -3,842 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 20,081 $5.78M 0.02% -14,472 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 19,203 $5.48M 0.01% -466 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 18,829 $5.42M 0.72% +1,470 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 18,061 $5.2M 0.05% new 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 19,787 $5.11M 0.02% +9,857 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 17,654 $5.08M <0.01% +8,447 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 17,629 $5.07M 0.05% +550 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 17,538 $4.99M <0.01% +7,101 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 16,440 $4.73M 0.5% -366 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 16,314 $4.69M 1.83% -280 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 16,180 $4.65M 0.02% +1,775 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 15,259 $4.39M +1,134 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,520 $3.89M <0.01% -168 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 13,504 $3.88M 0.91% +772 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 12,911 $3.71M 0.53% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,147 $3.49M 0.05% +236 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,843 $3.41M <0.01% new 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 11,822 $3.4M 0.53% +706 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,504 $3.31M 0.04% -28 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,099 $3.19M <0.01% +1,318 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,722 $3.08M 0.03% -141 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 10,450 $3.01M 0.08% +237 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,607 $2.76M 0.03% +1 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 9,482 $2.73M 1.05% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,380 $2.7M 0.01% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,222 $2.65M 0.01% -2,453 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,113 $2.62M <0.01% +48 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,825 $2.54M 0.04% -35 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,781 $2.24M <0.01% +435 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 7,244 $2.06M 1.05% +30 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,563 $1.89M <0.01% -140 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 6,543 $1.88M 0.71% -1,367 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,363 $1.83M 0.04% -6,919 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,337 $1.82M <0.01% +130 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,465 $1.57M <0.01% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,381 $1.55M <0.01% +358 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,356 $1.54M 0.06% -66 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,220 $1.5M 0.02% -9 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,734 $1.36M 0.11% -74 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,588 $1.32M 0.04% -201 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,338 $1.25M 0.02% +1,019 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 4,157 $1.2M 0.27% -52 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,125 $1.17M <0.01% +710 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,991 $1.15M <0.01% -144 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,752 $1.08M <0.01% -247 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,649 $1.05M <0.01% -155 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,447 $992K 0.01% +1 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,433 $988K 0.05% +26 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 3,362 $957K 0.03% -468 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,229 $929K -729 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,166 $911K <0.01% -68,229 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 3,074 $884K 0.4% -410 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,000 $863K <0.01% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,989 $860K <0.01% -331 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,926 $842K <0.01% +482 13F-HR/A Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,921 $840K 0.01% 0 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 2,890 $831K 0.07% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,995 $818K 0.02% +4 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,731 $786K 0.5% -28 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,702 $777K 0.53% -536 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,689 $774K <0.01% +805 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) 2,604 $749K 0.02% -2,495 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,512 $723K 0.01% +1 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,369 $682K 0.03% +21 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,320 $668K 0.01% 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 2,171 $625K 0.03% +3 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,127 $612K 0.03% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,125 $611K 0.02% -3 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,108 $606K 0.02% -1,399 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,032 $585K 0.01% +3 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,027 $583K 0.01% -834 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 2,017 $580K 0.44% -207 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,814 $522K 0.2% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,773 $510K <0.01% +9 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,770 $509K 0.08% -75 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,690 $486K 0.28% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,675 $482K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,663 $478K 0.04% +256 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,651 $475K 0.02% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,647 $474K 0.13% -17 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,645 $473K 0.06% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,626 $468K 0.1% +376 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1,603 $461K <0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,558 $448K <0.01% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,538 $442K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,535 $442K 0.02% -11 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,501 $432K 0.16% -1 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 1,416 $407K <0.01% -1 13F-HR Timeline Group FCG Investment Co More: the full row for FCG Investment Co 1,390 $400K 0.14% -1,085 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 1,375 $396K 0.36% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,373 $395K <0.01% -87 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,352 $389K 0.31% -95 13F-HR/A Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,346 $387K 0.01% -27 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,313 $378K 0.06% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,308 $376K <0.01% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,300 $374K 0.18% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,294 $372K 0.03% +263 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 1,263 $363K 0.12% -258 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,253 $361K <0.01% +2 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,218 $350K 0.03% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,208 $348K 0.09% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,147 $326K 0.11% +13 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,132 $326K 0.01% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,131 $325K 0.01% +16 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,130 $325K 0.05% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,129 $325K 0.09% -467 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,102 $317K 0.03% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,093 $314K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,072 $308K <0.01% +23 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,067 $307K 0.01% -22 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,055 $304K <0.01% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,044 $300K <0.01% -276 13F-HR Timeline Group Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 1,032 $297K 0.13% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,003 $289K 0.1% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,001 $288K <0.01% new 13F-HR/A Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 953 $274K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 950 $273K <0.01% +13 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 949 $273K <0.01% +260 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 942 $271K 0.12% +1 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 911 $262K 0.21% -1 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 884 $254K 0.06% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 891 $254K <0.01% -206 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 862 $248K <0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 843 $242K <0.01% -103 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 839 $241K 0.17% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 830 $239K <0.01% +1 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 830 $239K 0.01% +1 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 825 $237K 0.02% new 13F-HR/A Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 791 $227K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 782 $225K <0.01% -56 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 777 $224K 0.02% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 776 $223K 0.08% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 760 $219K 0.01% new 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 756 $217K 0.16% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 725 $209K <0.01% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 705 $203K 0.04% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 702 $202K <0.01% new 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 650 $187K <0.01% -4 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 620 $178K 0.06% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 593 $171K 0.11% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 572 $165K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 519 $149K 0.03% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 500 $144K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 497 $143K 0.02% 0 13F-HR/A Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 482 $139K 0.04% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 460 $132K <0.01% -110 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 456 $131K <0.01% -430 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 447 $129K <0.01% +23 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 380 $109K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 330 $94.9K <0.01% +20 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 318 $91.3K <0.01% +127 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 305 $87.7K 0.06% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 298 $85.8K 0.02% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 290 $83.4K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 283 $81.4K 0.03% -124 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 279 $80.3K 0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 277 $79.7K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 275 $79.2K <0.01% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 267 $76.7K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 231 $66.5K <0.01% +96 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210 $59.9K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 200 $57.5K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 151 $43.7K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 150 $42.9K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 116 $33.4K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 116 $33.3K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 74 $21.3K <0.01% +20 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 74 $21.3K <0.01% new 13F-HR Timeline