Graetz Wealth LLC More: the full row for Graetz Wealth LLC 58,519 $2.58M 2.06% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 58,386 $2.57M 0.56% +312 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 58,324 $2.57M <0.01% -2,681 13F-HR/A Timeline Group WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 57,904 $2.55M 0.52% -18,328 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 57,224 $2.52M 0.01% -7,162 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 57,025 $2.52M 0.01% -150 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 57,200 $2.52M 1.15% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 56,402 $2.48M 0.01% +2,369 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 55,756 $2.45M 0.03% +2,844 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 54,989 $2.42M 0.02% +11,061 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 54,243 $2.39M 0.16% +932 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 53,789 $2.37M 0.56% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 53,471 $2.35M 0.01% +51 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 52,857 $2.33M 0.58% -625 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 52,853 $2.33M 0.12% +2,616 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 52,849 $2.33M <0.01% +25,811 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 52,550 $2.31M 0.08% +441 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 52,486 $2.31M 2.02% +459 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 51,967 $2.29M 0.24% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 51,566 $2.27M <0.01% -48,677 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 51,295 $2.26M 0.04% +2,040 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 51,191 $2.25M 1.55% -3,802 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 51,006 $2.25M 1.03% +12,695 13F-HR Timeline CX Institutional More: the full row for CX Institutional 50,731 $2.23M 0.06% -841 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 50,639 $2.23M 0.12% -1,694 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 48,566 $2.14M <0.01% +3,172 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 47,368 $2.09M <0.01% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 46,485 $2.05M 0.49% +2,780 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 46,386 $2.04M 0.04% +6,531 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 46,207 $2.03M 0.07% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 45,823 $2.02M 1.12% -808 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 44,789 $1.97M 0.03% +2,524 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 43,451 $1.91M 0.03% +5,797 13F-HR Timeline Group Oath Planning, LLC More: the full row for Oath Planning, LLC 43,058 $1.9M 1.41% +5,659 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 42,566 $1.87M 0.08% -936 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 42,509 $1.87M 0.02% +8,764 13F-HR Timeline Group Ranch Capital Advisors Inc. 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More: the full row for Orange Investment Advisors, Inc. 35,843 $1.58M 0.19% -151 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 35,683 $1.57M 0.18% -4,265 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 35,133 $1.55M 0.05% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 34,746 $1.53M 0.03% -822 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 34,370 $1.51M 0.25% new 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 34,274 $1.51M 0.28% +655 13F-HR Timeline Per Stirling Capital Management, LLC. 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More: the full row for Sherry Group, Inc. 27,647 $1.24M 1.21% -239 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 28,024 $1.23M 1.39% +6,197 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 27,682 $1.22M 0.1% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 27,666 $1.22M 0.11% -22,560 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 27,401 $1.21M 0.37% +19,587 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 26,837 $1.18M 0.43% -8,246 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 26,579 $1.17M 0.03% +451 13F-HR Timeline Group Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 26,041 $1.15M 0.39% -2,078 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 24,982 $1.1M 0.04% +17,592 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 24,982 $1.1M 0.53% +1,792 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 24,690 $1.09M <0.01% -641 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 24,514 $1.08M 0.02% -981 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 24,470 $1.08M 0.01% +11,336 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 24,189 $1.07M 0.01% -3,469 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 23,907 $1.05M 0.06% new 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 23,849 $1.05M 0.66% -1,692 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 23,070 $1.02M 0.11% +7,667 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 22,934 $1.01M 0.01% -2,824 13F-HR Timeline Group SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 22,930 $1.01M 0.61% -934 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 22,889 $1.01M 0.43% +3,247 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 22,867 $1.01M 0.15% -19,341 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 22,850 $1.01M 0.02% +1,350 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 22,535 $992K 0.15% +1,376 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 22,532 $992K 0.03% -2,512 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 22,511 $991K 0.07% -377 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 22,464 $989K <0.01% +8 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 22,252 $980K 0.23% +4,497 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 21,819 $961K 0.11% +1,105 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 21,613 $952K 0.29% -225 13F-HR Timeline Coral Wealth Management, LLC More: the full row for Coral Wealth Management, LLC 21,385 $942K 0.77% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 20,809 $916K 0.01% +2,435 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 20,756 $914K 0.55% -472 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 20,501 $903K 0.03% +15,431 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 20,469 $901K 0.06% -8,843 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 20,443 $900K 0.77% +4,048 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 20,405 $898K <0.01% +3,217 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 20,128 $886K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 20,079 $884K 0.28% +352 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 20,000 $881K 0.26% new 13F-HR Timeline Group Impact Investors, Inc More: the full row for Impact Investors, Inc 19,892 $876K 0.64% -3,310 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 19,683 $872K 0.29% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 19,593 $863K 0.05% +1,305 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 19,340 $852K 0.13% +127 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 19,099 $841K 0.02% -383 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 19,056 $839K 0.02% -11,734 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 18,567 $818K 0.04% +661 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 18,549 $817K 0.01% -1,067 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 17,640 $807K +8,953 Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 18,326 $807K 0.01% -30 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 17,852 $807K 0.26% +488 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 18,202 $801K <0.01% -119 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 18,013 $793K 0.07% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 17,991 $792K <0.01% -768 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 17,904 $788K 0.12% -1,073 13F-HR Timeline ES4, LLC More: the full row for ES4, LLC 17,836 $785K 0.41% +4,906 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 17,608 $772K <0.01% -236 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 17,515 $771K 0.04% -98 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 17,454 $768K <0.01% +1,079 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 17,407 $766K 0.02% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 17,264 $760K 0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 17,242 $759K 0.01% +1,749 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 17,139 $755K <0.01% +8,595 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 16,980 $748K 0.73% -100 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 16,979 $748K 0.11% -1,766 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 16,849 $742K <0.01% +15,687 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 16,732 $737K 0.06% -3,895 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 16,391 $722K 0.26% +65 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 16,313 $718K 0.06% +56 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 16,000 $704K <0.01% 0 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 15,908 $700K 0.59% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 15,799 $696K 0.04% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 15,749 $693K 0.16% +147 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,742 $693K 0.03% -99 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 15,571 $686K 0.16% +17 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,565 $685K <0.01% -1,246 13F-HR/A Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 15,502 $683K 0.2% -2,550 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 15,486 $682K 0.07% -249 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 15,376 $677K 0.1% -351 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 15,294 $676K 0.23% -78 13F-HR Timeline Trust Co More: the full row for Trust Co 15,275 $673K 0.06% -606 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,241 $671K 0.05% +5,087 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,212 $670K <0.01% +8,569 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 15,137 $666K 0.15% +302 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 15,127 $666K 0.24% -69 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 15,002 $661K 0.01% -3,110 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,884 $655K 0.02% -959 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 14,733 $649K 0.42% -54,004 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 14,670 $646K 0.04% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 14,565 $641K <0.01% +14,424 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 14,357 $632K 0.01% +598 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 14,312 $630K 0.18% -1,550 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,294 $629K 0.02% -855 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 14,285 $629K 0.01% -717 13F-HR Timeline Group Conservest Capital Advisors, Inc. 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