SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 2,549,778 $306M 0.33% +50,990 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,419,677 $290M 8.87% +4,540 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,014,093 $242M 0.2% +3,751 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,338,047 $160M <0.01% -503,694 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/ 1,247,394 $150M 0.01% -30,790 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 687,715 $82.5M 0.02% +24,467 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 388,748 $46.6M <0.01% -4,149 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 370,491 $44.4M 0.01% -25,297 13F-HR Timeline Group COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 257,027 $30.8M 2.65% new 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 239,112 $28.7M 0.01% +4,215 13F-HR Timeline Group SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 223,179 $26.8M 10.17% +3,076 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 206,770 $24.8M 0.01% -32,814 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 185,493 $22.2M <0.01% -42,010 13F-HR/A Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 173,163 $20.8M 4.35% +30,373 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 168,188 $20.2M 0.03% 0 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 166,779 $20M 6.62% +4,885 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 157,860 $18.9M 0.01% -10,865 13F-HR Timeline Group BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 139,571 $16.7M 2.45% +6,763 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 129,515 $15.5M 0.11% -11,284 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 105,632 $12.7M 0.02% -12,046 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 99,763 $12M 0.02% +2,211 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 98,468 $11.8M 0.06% -2,502 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 97,993 $11.8M <0.01% -2,026 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 97,991 $11.8M 0.02% +18,904 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 94,477 $11.3M 0.08% +3,003 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 94,408 $11.3M 0.01% -26,026 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 87,793 $10.5M 0.01% -1,062 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 86,543 $10.4M 0.05% -6,838 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 85,832 $10.3M 6.22% +1,188 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 83,778 $10M 0.29% -2,328 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 83,410 $10M 0.02% -21,272 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 80,005 $9.59M 0.01% -1,289 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 76,106 $9.13M 0.06% +3,338 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 75,278 $9.03M <0.01% -33,856 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 71,968 $8.63M 0.02% -14,692 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 70,133 $8.41M <0.01% +840 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 67,230 $8.06M 0.03% 0 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 58,109 $6.97M 0.06% +52,347 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 57,738 $6.92M 0.01% +2,886 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 57,281 $6.87M 0.88% +9,540 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 58,709 $6.72M 3.66% -6,259 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 52,691 $6.32M 3.03% -493 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 50,480 $6.03M 0.01% -3,850 13F-HR Timeline Group Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 45,701 $5.48M 2.14% -837 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 45,207 $5.42M 0.07% +6,016 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 44,518 $5.34M 0.04% +16,524 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 42,373 $5.08M 0.54% +2,563 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 41,693 $5M 1.32% +5,447 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 40,458 $4.85M 0.01% -125,273 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 37,719 $4.52M 0.96% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 37,254 $4.47M 0.03% +2,087 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 36,349 $4.36M 0.39% 0 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/ 35,582 $4.27M <0.01% +20,636 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 34,338 $4.12M <0.01% -1,041 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 33,516 $4.02M 1.06% -1,559 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 33,310 $4M 0.01% -162 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 32,021 $3.84M 1.69% -168 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 31,313 $3.76M 0.04% +850 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,012 $3.72M 0.01% -19,091 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 30,255 $3.63M 0.03% -2 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 29,680 $3.56M 0.06% -6,561 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 29,772 $3.55M <0.01% +4,614 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 29,334 $3.52M 0.01% -5,973 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 28,874 $3.46M 0.02% +181 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 23,748 $2.85M +3,108 Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,669 $2.6M 0.05% +520 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 21,066 $2.53M 0.09% -85 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 19,395 $2.31M 1.85% +507 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 18,959 $2.27M 0.99% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 17,845 $2.14M 0.09% new 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 16,948 $2.03M 1.39% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 16,585 $2M 0.25% +18 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 15,986 $1.92M 0.52% +1 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,836 $1.9M 0.01% -293 13F-HR/A Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 15,672 $1.88M 0.4% +2,980 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 15,477 $1.86M <0.01% -1,079 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,253 $1.83M 0.05% -1,133 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 15,100 $1.79M 0.61% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,309 $1.72M 0.08% -100 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 14,303 $1.72M 0.3% 0 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 13,804 $1.66M 1.13% +200 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,222 $1.59M 0.07% -77 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,198 $1.58M 0.01% -570 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 13,196 $1.58M <0.01% -21,690 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 13,120 $1.57M 0.46% +997 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,763 $1.51M 0.02% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 12,154 $1.46M 3.11% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,783 $1.41M 0.03% +177 13F-HR Timeline Group ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 11,493 $1.38M 0.2% -170 13F-HR/A Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 11,317 $1.36M 0.71% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 11,109 $1.33M 0.16% -2,907 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,078 $1.33M 0.03% -132 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 11,056 $1.33M 0.97% -149 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 10,829 $1.3M 0.71% -255 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,607 $1.27M <0.01% -2,267 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,598 $1.27M 0.03% -800 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 10,441 $1.25M 0.03% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,376 $1.24M 0.01% -294 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,264 $1.23M 0.02% -922 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 10,126 $1.21M 0.26% -451 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 9,468 $1.14M 0.03% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,403 $1.13M 0.03% -3,110 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,127 $1.1M 0.02% +308 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,124 $1.09M 0.08% -260 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,061 $1.09M 0.05% +865 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 8,855 $1.06M <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,618 $1.03M <0.01% +46 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 8,513 $1.02M +3,156 Timeline G&S Capital LLC More: the full row for G&S Capital LLC 8,360 $1M 0.37% +19 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 8,327 $999K 0.3% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,008 $960K <0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,990 $958K 0.04% +1,063 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,868 $944K 0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,474 $896K <0.01% -782 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 7,315 $877K 0.15% +509 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,117 $853K 0.01% -377 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,992 $838K 0.01% -22 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 6,986 $838K 0.35% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,982 $837K <0.01% +1,000 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,896 $827K 0.16% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,863 $823K 0.01% -455 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,848 $821K 0.02% -14,487 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,707 $804K 0.01% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,169 $788K 0.18% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 6,570 $788K 0.13% -63 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,231 $747K <0.01% -44 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 6,222 $746K 0.04% -830 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,191 $742K <0.01% -50,361 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,997 $719K 0.01% -43,734 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,954 $714K <0.01% +315 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,863 $703K <0.01% -52 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,809 $697K <0.01% +108 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,773 $692K 0.01% +610 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,764 $691K <0.01% +705 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,726 $687K 0.01% +3,087 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,709 $685K 0.14% -213 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 5,674 $680K 0.27% -361 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,627 $675K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,275 $633K 0.01% +133 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,255 $628K 0.52% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 5,160 $619K 0.11% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,157 $618K <0.01% -844 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 5,058 $607K 0.06% -61 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,035 $604K 0.08% +80 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 4,959 $595K 0.06% -33 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,837 $580K 0.04% -123 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,694 $563K 0.04% -141 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,683 $562K <0.01% -221 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 4,670 $560K 0.38% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,600 $552K 0.52% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,553 $546K <0.01% +249 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 4,491 $539K 0.12% -84 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,440 $533K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,249 $510K 0.03% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,000 $480K 0.01% -3 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,990 $478K 0.03% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,861 $463K <0.01% -43 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,790 $454K 0.03% -25 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,772 $452K 0.07% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,679 $441K 0.03% +32 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 3,647 $437K 0.15% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,627 $435K <0.01% -159 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,585 $430K 0.02% +316 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,575 $429K 0.03% 0 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 3,556 $426K 0.28% +152 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 3,394 $407K 0.12% -2 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,369 $404K <0.01% +2,936 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,366 $404K 0.08% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,349 $402K 0.09% -26 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,320 $398K 0.03% -39 13F-HR/A Timeline Stanich Group LLC More: the full row for Stanich Group LLC 3,316 $398K 0.24% -55 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,310 $397K 0.01% -16 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,228 $387K 0.26% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,180 $381K 0.02% -350 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,172 $380K 0.01% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,131 $376K 0.03% -28 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,019 $362K 0.09% +1,116 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,919 $350K <0.01% -30,809 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,866 $344K 0.1% -10 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,831 $339K <0.01% -252 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,830 $339K 0.26% +5 13F-HR Timeline Garde Capital, Inc. 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