SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 2,602,166 $309M 0.31% +52,388 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,406,100 $286M 8.21% -13,577 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,984,690 $236M 0.19% -29,403 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,293,082 $154M <0.01% -44,965 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/ 1,246,290 $148M 0.01% -1,104 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 931,806 $111M 0.14% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 702,659 $83.4M 0.02% +14,944 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 401,887 $47.7M <0.01% +13,139 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 379,317 $45M +8,826 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 240,891 $28.6M 0.01% +1,779 13F-HR Timeline Group SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 228,748 $27.2M 10.07% +5,569 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 202,125 $24M 0.01% -4,645 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 175,929 $20.9M 6.67% +9,150 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 169,870 $20.2M <0.01% -15,623 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 168,189 $20M 0.03% +1 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 154,025 $18.3M 0.03% +70,615 13F-HR/A Timeline Group BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 141,078 $16.8M 2.42% +1,507 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 138,514 $16.4M <0.01% +40,521 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 129,734 $15.4M 3.09% -43,429 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 126,408 $15M 0.1% -3,107 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 108,452 $12.9M <0.01% -49,408 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 102,939 $12.2M 0.02% -2,693 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 100,637 $12M 0.02% +874 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 100,944 $12M 0.08% +6,467 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 100,829 $12M 0.02% +2,838 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 94,773 $11.3M 0.01% +54,315 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 92,272 $11M 0.01% -2,136 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 89,232 $10.6M 0.01% +1,439 13F-HR/A Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 88,082 $10.5M 6.06% +2,250 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 87,698 $10.4M 0.05% 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 83,683 $9.94M 0.04% -2,860 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 80,725 $9.59M 0.01% +720 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 80,116 $9.51M <0.01% +4,838 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 77,658 $9.22M 0.05% +1,552 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 75,171 $8.93M 0.29% -8,607 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 67,230 $7.98M 0.03% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 58,921 $7M 0.01% +1,183 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 58,716 $6.97M 0.83% +1,435 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 58,650 $6.96M 0.05% +541 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 58,187 $6.91M 0.93% 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 52,209 $6.2M 2.85% -482 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 49,822 $5.92M 0.11% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 47,911 $5.69M 0.01% -2,569 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 45,207 $5.37M 0.55% +2,834 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 44,976 $5.34M 1.84% -725 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/ 42,641 $5.06M 0.01% +7,059 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 42,163 $5.01M <0.01% -27,970 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 40,283 $4.78M 1.26% -1,410 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,766 $4.48M <0.01% +7,994 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 37,721 $4.48M 0.32% +2 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 35,786 $4.25M 0.02% -1,468 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 34,182 $4.06M 0.05% +2,869 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 33,698 $4M <0.01% -640 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 33,333 $3.96M 0.01% +23 13F-HR Timeline Group GSG Advisors LLC More: the full row for GSG Advisors LLC 32,868 $3.9M 1.01% -648 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 32,053 $3.81M 1.61% +32 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 31,281 $3.71M 0.01% -40,687 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 30,277 $3.6M 0.03% +22 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 29,770 $3.54M 0.06% +90 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 29,089 $3.45M 0.01% +215 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,714 $3.41M 0.01% -620 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 28,700 $3.41M <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 23,231 $2.76M -517 Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 23,187 $2.75M 1.11% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,602 $2.57M 0.05% -67 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 20,504 $2.43M 0.03% -24,703 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 19,019 $2.27M 1.75% -376 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 18,592 $2.21M 0.79% -367 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 18,150 $2.16M 1.9% 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 18,000 $2.14M 0.02% -26,518 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 17,576 $2.09M 0.1% -269 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 17,134 $2.03M 1.3% +186 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 16,549 $1.97M 0.07% -4,517 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 55,580 $1.92M 1.04% 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 16,106 $1.91M 0.5% +120 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 15,792 $1.88M 0.38% +120 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 15,473 $1.84M <0.01% -4 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,277 $1.81M 0.01% -559 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 15,191 $1.8M 0.31% +91 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,361 $1.71M 0.08% +52 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 14,068 $1.67M 0.47% +948 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,662 $1.62M 0.02% +3,398 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 13,561 $1.61M 1.11% -243 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 13,513 $1.6M +5,000 Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,227 $1.57M 0.07% +5 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,990 $1.54M 0.04% -2,263 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,804 $1.52M 0.01% -394 13F-HR Timeline Group Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 12,559 $1.49M 1.28% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,403 $1.47M <0.01% +9,484 13F-HR Timeline Group Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 12,154 $1.44M 3.07% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,963 $1.42M 0.02% -800 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,878 $1.41M <0.01% -1,318 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,826 $1.4M 0.03% +43 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,636 $1.38M 0.01% +4,519 13F-HR Timeline Group ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 11,493 $1.36M 0.2% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 11,406 $1.35M 0.68% +89 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,902 $1.29M 0.05% +9,090 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,838 $1.29M <0.01% +231 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 10,829 $1.29M 0.69% 0 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 10,769 $1.28M 0.94% -287 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,590 $1.26M 0.03% -8 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,581 $1.26M <0.01% +2,573 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,556 $1.25M 0.01% +180 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 10,441 $1.24M 0.03% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 10,321 $1.23M 0.25% +195 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,800 $1.16M 0.05% +739 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 9,744 $1.16M 0.13% -1,365 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,697 $1.16M <0.01% +842 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,660 $1.15M 0.02% +533 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 9,624 $1.14M 0.01% 13F-HR/A Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,419 $1.12M 0.03% +16 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 9,299 $1.11M 0.04% new 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,125 $1.08M 0.08% +1 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,791 $1.04M <0.01% +173 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,689 $1.03M 0.05% +699 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 8,327 $989K 0.28% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 7,877 $935K 0.15% +562 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,868 $934K 0.01% 0 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,586 $901K <0.01% +604 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 7,041 $836K <0.01% +1,277 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 7,038 $836K <0.01% +847 13F-HR/A Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 6,962 $827K 0.35% -24 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,872 $816K 0.02% +24 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,779 $805K 0.01% +72 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,169 $795K 0.19% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 6,398 $760K 0.11% -172 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,390 $759K <0.01% new 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,381 $758K 0.01% -611 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,328 $751K <0.01% +374 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,202 $737K <0.01% -29 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,102 $725K 0.01% -1,372 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,078 $722K 0.01% +352 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,983 $710K 0.04% +1,289 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,975 $710K 0.01% -22 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,886 $702K 0.05% +1,049 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,851 $695K 0.01% +78 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,720 $679K <0.01% -89 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,714 $679K 0.13% +5 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 5,674 $674K 0.26% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,633 $669K 0.01% +358 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 5,520 $656K <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 5,518 $655K 0.01% -1,345 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,235 $622K <0.01% +1,374 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,201 $618K 0.08% +166 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 5,176 $615K 0.11% 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 5,160 $613K 0.1% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,160 $613K 0.41% -95 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 5,158 $612K 0.46% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,045 $599K 0.01% -582 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 4,767 $566K 0.06% -192 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 4,670 $555K 0.37% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,601 $546K 0.04% -31,748 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,584 $544K <0.01% -573 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,500 $534K <0.01% -183 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,494 $534K <0.01% -59 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 4,491 $533K 0.12% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,440 $529K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,289 $509K 0.03% +40 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,220 $501K 0.11% +1,201 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,082 $485K 0.44% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,783 $481K 0.01% -295 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,021 $478K 0.01% +21 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,012 $476K 0.03% +22 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,916 $465K 0.02% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,874 $460K <0.01% -1,989 13F-HR Timeline Group Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 3,665 $438K 0.27% +109 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,647 $433K 0.03% -32 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 3,647 $433K 0.14% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,635 $432K <0.01% +8 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,575 $425K 0.03% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,470 $412K 0.03% -320 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,443 $409K 0.01% +133 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,428 $407K 0.09% +79 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,384 $402K <0.01% +15 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,383 $402K 0.12% +783 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,383 $402K 0.01% -202 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 3,335 $396K 0.26% 13F-HR Timeline Hyundai Investments Co., Ltd. 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