SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 2,498,788 $296M 0.34% -57,531 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,415,137 $286M 9.1% -34,259 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,010,342 $238M 0.21% +128,059 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,841,741 $218M <0.01% +217,274 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/ 1,278,184 $152M 0.01% -24,335 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 663,248 $78.6M 0.03% +11,692 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 395,788 $46.9M 0.01% -5,532 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 392,897 $46.6M <0.01% -12,642 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 345,010 $40.9M 0.07% +130,684 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 239,584 $28.4M 0.01% -8,072 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 234,897 $27.9M 0.01% -1,295 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 227,503 $27M <0.01% +44,909 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 220,764 $26.2M 0.97% +207,184 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 220,103 $26.1M 10.61% +1,180 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 168,725 $20M 0.01% -47,241 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 168,188 $19.9M 0.03% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 165,731 $19.7M 0.03% new 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 161,894 $19.2M 6.87% +3,091 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 142,790 $16.9M 3.93% +33,141 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 140,799 $16.7M 0.13% -38,236 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 132,808 $15.7M 2.52% +3,017 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 120,434 $14.3M 0.02% +22,524 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 117,678 $14M 0.02% +31 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 109,134 $12.9M <0.01% +36,389 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 104,682 $12.4M 0.03% +60,297 13F-HR/A Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 100,970 $12M 0.06% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 100,019 $11.9M <0.01% -3,671 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 97,552 $11.6M 0.02% +3,254 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 93,381 $11.1M 0.05% +6,542 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 91,474 $10.8M 0.09% -2,105 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 88,855 $10.5M 0.01% +11,423 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 86,660 $10.3M 0.02% -8,173 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 86,106 $10.2M 0.32% -826 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 84,644 $10M 6.45% +1,893 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 81,294 $9.64M 0.01% -3,313 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 79,087 $9.38M 0.02% -824 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 72,768 $8.63M 0.06% +62,013 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 69,293 $8.22M <0.01% +89 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 67,230 $7.97M 0.03% +550 13F-HR Timeline Group WFA Asset Management Corp More: the full row for WFA Asset Management Corp 64,968 $6.8M 3.84% -9,205 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 56,552 $6.71M <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 54,852 $6.5M 0.01% -119 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 54,330 $6.44M 0.01% +10,571 13F-HR/A Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 53,184 $6.31M 3.34% -3,050 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 50,103 $5.94M 0.01% +26,276 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 49,731 $5.9M 0.1% +42,885 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 47,741 $5.66M 0.65% +13,144 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 46,538 $5.52M 2.28% -239 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 39,810 $4.72M 0.53% +717 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 39,191 $4.65M 0.06% -2,938 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 36,349 $4.31M 0.51% -3,176 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 36,246 $4.3M 1.41% +1,648 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 36,241 $4.3M 0.08% +13,775 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 35,379 $4.19M 0.01% +59 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 35,307 $4.19M 0.01% -2,639 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 35,167 $4.17M 0.03% +249 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 35,075 $4.16M 1.21% +1,102 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 34,886 $4.14M <0.01% -111,023 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 33,728 $4M <0.01% +19,802 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 33,472 $3.97M 0.01% +92 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 32,189 $3.82M 1.81% +151 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 30,900 $3.66M <0.01% -50,200 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 30,463 $3.61M 0.05% +2,073 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 30,257 $3.59M 0.04% +4,688 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 28,693 $3.4M 0.02% -445 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 27,994 $3.32M 0.02% +7,432 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 25,158 $2.96M <0.01% +3,715 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 22,287 $2.64M 0.05% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 21,335 $2.53M 0.06% -30,716 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 21,151 $2.51M 0.1% -60 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,149 $2.51M 0.06% -1,699 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 20,640 $2.45M -8,644 Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 18,959 $2.25M 0.97% +91 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 18,888 $2.2M 1.94% -176 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 16,948 $2.01M 1.53% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 16,567 $1.96M 0.27% +315 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 16,556 $1.96M <0.01% +4,487 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 16,386 $1.94M 0.06% +2,823 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,129 $1.91M 0.01% -2,403 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 15,985 $1.9M 0.53% +314 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 15,100 $1.79M 0.61% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 14,946 $1.77M <0.01% -138,229 13F-HR/A Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,409 $1.71M 0.11% +526 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 14,303 $1.7M 0.32% +26 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 14,016 $1.66M 0.21% +92 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,768 $1.63M 0.01% -186 13F-HR Timeline Group Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 13,604 $1.61M 1.19% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,299 $1.58M 0.08% +49 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,874 $1.53M <0.01% +101 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,763 $1.51M 0.02% -503 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 12,692 $1.5M 0.35% +641 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,513 $1.48M 0.04% -112 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 12,442 $1.48M 0.04% -16,137 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 12,154 $1.44M 3.46% -187 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 12,123 $1.44M 0.38% +122 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 11,663 $1.38M 0.21% -46 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,606 $1.38M 0.03% +795 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,398 $1.36M 0.03% -48 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 11,317 $1.34M 0.76% -1,216 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,210 $1.33M 0.03% +6,735 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 11,205 $1.33M 1.02% +25 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,186 $1.33M 0.02% -13,728 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 11,084 $1.31M 0.74% -3,669 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,670 $1.27M 0.01% +2,095 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 10,577 $1.25M 0.29% -168 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 10,441 $1.24M 0.04% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 9,468 $1.12M 0.02% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,384 $1.11M 0.09% -61 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,819 $1.05M 0.03% +2,821 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,572 $1.02M <0.01% +8 13F-HR Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 8,341 $989K 0.39% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 8,327 $987K 0.33% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,256 $979K 0.01% -490 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,196 $970K 0.05% +683 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,008 $949K <0.01% +68 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,868 $933K 0.01% 0 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,494 $889K 0.01% -217 13F-HR/A Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 7,318 $868K 0.02% -223 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,052 $836K 0.05% -3,502 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,014 $832K 0.01% +279 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 6,987 $828K <0.01% +2,121 13F-HR Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 6,986 $828K 0.39% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,927 $821K 0.05% +157 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,896 $818K 0.17% -218 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 6,806 $807K 0.14% +164 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,707 $795K 0.01% +66 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 6,633 $786K 0.15% -1,696 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,169 $779K 0.2% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,275 $744K <0.01% -25 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 6,035 $716K 0.31% -404 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,001 $712K <0.01% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,982 $709K <0.01% 0 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,922 $702K 0.15% -343 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,915 $701K <0.01% +52 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,841 $693K <0.01% -68 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,762 $683K 0.01% -84 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,701 $676K <0.01% +1,059 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,639 $669K <0.01% +368 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,627 $667K 0.01% -57 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 5,424 $643K 0.31% -61 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 5,357 $635K -980 Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,255 $623K 0.59% +61 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,163 $612K 0.01% new 13F-HR Timeline Group Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 5,160 $612K 0.11% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,145 $610K 0.05% -4,001 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,142 $610K 0.01% +819 13F-HR Timeline Group Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 5,119 $607K 0.06% -227,403 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,059 $600K <0.01% +16 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 4,992 $594K 0.07% -75 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,960 $588K 0.05% +29 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,955 $588K 0.1% new 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 4,940 $586K 0.13% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,904 $581K <0.01% +560 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,835 $573K 0.04% -1,538 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 4,670 $554K 0.42% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,600 $545K 0.65% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 4,575 $542K 0.13% +127 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,440 $526K 0.01% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,310 $511K 0.52% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,304 $510K <0.01% -280 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,249 $504K 0.04% +37 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 4,159 $493K 0.04% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 4,003 $475K 0.01% +1 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,990 $473K 0.04% +21 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,904 $463K <0.01% -3,620 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,815 $452K 0.04% -227 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,786 $449K <0.01% +167 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,647 $432K 0.03% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 3,647 $432K 0.16% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,575 $424K 0.03% -25 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,539 $420K 0.08% -186 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,530 $418K 0.03% -252 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,510 $416K 0.02% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. 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