GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,274,024 $1.11B 0.12% -436,522 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 14,746,987 $806M 0.16% +305,617 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,627,325 $417M 0.02% +104,519 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,558,741 $413M 0.22% -13,545 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/ 6,420,823 $351M 0.02% +5,550 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,118,593 $225M 0.05% -145,207 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,700,909 $202M 0.05% -430,789 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,436,849 $188M 0.03% +201,614 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,948,233 $161M 0.22% -744,870 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,561,798 $140M 0.04% -8,148 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,194,902 $120M 0.66% -97,966 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,723,400 $94.1M 0.09% -30,342 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,548,761 $84.6M 5.73% +51,660 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,536,270 $83.9M 11.99% +10,857 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,515,254 $82.8M 1.05% +17,783 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,357,358 $74.2M +62,980 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,177,929 $64.3M 0.01% -89,882 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,168,746 $64M 0.11% +2,152 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,157,495 $63.2M 0.02% -32,707 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,039,845 $56.8M 0.07% +52,653 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 999,862 $54.6M 0.25% +45,784 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 891,377 $48.7M 0.08% -36,005 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 850,385 $46.5M +21,800 Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 835,649 $45.7M 0.02% -39,416 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 778,666 $42.5M 3.08% +15,213 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 774,190 $42.3M 0.05% +48,854 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 729,883 $39.9M 0.19% +715,090 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 722,324 $39.5M 0.04% +1,078 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 709,831 $38.8M 6.48% +32,000 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 702,551 $38.4M 6.82% -13,419 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 660,945 $36.1M 0.05% -32,651 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 626,121 $34.2M 0.03% +18,202 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 592,529 $32.4M 0.04% +2,156 13F-HR Timeline Group COFG Advisors, LLC More: the full row for COFG Advisors, LLC 565,697 $30.9M 5.33% +8,792 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 555,769 $30.4M 5.67% -417 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 551,470 $30.1M 0.04% +281,050 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 528,683 $28.9M 0.13% +118,744 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 511,834 $28M 0.06% +18,121 13F-HR/A Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 490,036 $26.8M 8.38% -4,404 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 484,683 $26.5M 0.05% +123,998 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 483,179 $26.4M 5.33% -38,432 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 468,146 $25.6M 0.04% +14,952 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 441,230 $24.1M 4.11% +8,242 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 428,249 $23.3M <0.01% +10,368 13F-HR Timeline Group Financial Insights, Inc. More: the full row for Financial Insights, Inc. 402,788 $22M 5.79% +6,087 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 361,979 $19.8M 5.35% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 359,111 $19.4M 0.01% +46,358 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 353,927 $19.3M 4.36% +6,014 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 345,799 $18.9M 0.32% -9,017 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 333,089 $18.2M 4.81% +21,779 13F-HR/A Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 330,079 $18M 4.09% +15,297 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 317,938 $17.4M 0.01% +7,343 13F-HR Timeline Group Dala Group, LLC More: the full row for Dala Group, LLC 292,393 $16M 13.16% +46,093 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 284,673 $15.6M 1% +14,191 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 263,168 $14.4M 0.07% -14,402 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 261,372 $14.3M 0.87% -11,174 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 261,305 $14.3M 0.12% -14,793 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 257,043 $14.1M 1.75% +37,269 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 257,514 $14M 0.94% -14,285 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 239,837 $13.1M 1.31% -16,685 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 226,780 $12.4M 1.07% -1,067 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 225,882 $12.3M 0.09% -1,192 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 223,278 $12.2M 9.92% 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 222,917 $12.2M +1,417 Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 219,312 $12M 1.75% +2,982 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 238,385 $11.8M 0.2% -1,687 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 205,170 $11.3M +99,849 Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 202,503 $11.1M 4.83% new 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 200,905 $11M 0.39% +1,077 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 198,679 $10.9M 0.07% -77,744 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 196,404 $10.7M 0.08% +1,471 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 190,058 $10.4M 2.56% +1,144 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 188,401 $10.3M -7,077 Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 178,344 $9.74M 0.23% -1,050 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 171,917 $9.39M 0.11% +165,929 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 169,902 $9.28M 0.17% -32,446 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 159,889 $8.73M 4.53% +21,515 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 159,392 $8.71M 0.72% +25,108 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 158,894 $8.68M 0.05% +3,830 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 158,834 $8.68M 0.02% -96,400 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 155,517 $8.5M 3.05% +5,904 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 154,447 $8.44M 0.4% -5,713 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 154,091 $8.42M 2.04% -770,268 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 152,567 $8.33M 0.62% +6,417 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 149,954 $8.19M 0.01% +14,188 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 147,243 $8.04M 0.08% +1,806 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 147,023 $8.03M 0.01% -1,450 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 146,793 $8.02M 2.93% +7,359 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 139,123 $7.58M 4.43% -40,099 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 137,576 $7.52M 1.35% +5,806 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 136,202 $7.44M 0.62% -1,260 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 135,091 $7.38M 1.93% +4,961 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 134,639 $7.36M 0.16% +30,800 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 133,921 $7.32M 0.07% -42,653 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 126,734 $6.92M 7.52% -158 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 122,896 $6.71M 1.32% -1,596 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 122,034 $6.67M 1.49% +23,609 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 121,145 $6.62M 1.61% +90,060 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 118,476 $6.47M 0.01% -42,082 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 115,236 $6.31M 2.95% +68 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 115,430 $6.31M 1.77% +1,678 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 113,401 $6.2M 3.52% +3,178 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 111,384 $6.08M 0.02% +5,029 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 110,301 $6.03M 2.43% -6,260 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 103,958 $5.68M 0.55% +295 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 103,675 $5.66M 0.06% +2,216 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 99,175 $5.42M 0.12% -2,484 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 98,125 $5.36M 3.34% +1,508 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 91,771 $5.01M 0.2% -31,361 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 90,144 $4.92M 3.17% +900 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 89,413 $4.88M 1.2% -89,904 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 87,396 $4.87M 0.1% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 88,483 $4.83M 1.77% +15,475 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 87,178 $4.76M 0.14% -506 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 85,816 $4.69M 1.47% +7,338 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 84,242 $4.6M 0.37% +30,373 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 81,571 $4.46M 0.03% +16,169 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 80,015 $4.37M 0.08% +8,056 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 79,798 $4.36M 0.02% -8,623 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 78,314 $4.31M 2.57% +1,427 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 76,182 $4.16M 0.06% +3,154 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 76,144 $4.16M 0.02% +114 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 75,891 $4.15M <0.01% +5,030 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 74,674 $4.08M 0.07% -1,287 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 73,852 $4.03M 0.16% +6,989 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 70,643 $3.86M 0.01% -967 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 70,631 $3.86M 0.06% -430 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 70,377 $3.85M 1.5% +1,706 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 69,087 $3.77M <0.01% +3,445 13F-HR Timeline Group NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 72,382 $3.69M 2.77% -988 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 67,484 $3.69M 0.04% +11,437 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 67,474 $3.69M 0.05% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 66,395 $3.63M 0.33% -1,542 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 65,485 $3.58M 0.13% +2,036 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 61,046 $3.33M 0.02% +58,557 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 60,626 $3.31M 0.01% +1,274 13F-HR Timeline Group TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 59,367 $3.24M 2% -122,716 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 58,646 $3.2M 2.59% +3,526 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 58,434 $3.19M 0.02% -869 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 57,942 $3.17M 0.26% +3,134 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 57,502 $3.14M 2.33% +6,353 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 56,863 $3.11M 0.16% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 56,557 $3.09M <0.01% +2,616 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 56,244 $3.07M 0.11% +2,518 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 54,424 $2.97M 0.33% +1,496 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 54,252 $2.97M 0.94% -6,244 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 53,787 $2.94M 0.1% +995 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 52,250 $2.85M 0.08% +11,437 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 52,099 $2.85M 1.88% +19,360 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 50,461 $2.76M 0.6% -7,381 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 49,846 $2.72M 0.14% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 49,648 $2.71M 0.01% -1,735 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 45,216 $2.47M 0.01% +34,152 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 44,929 $2.45M <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 44,516 $2.43M 0.09% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 44,141 $2.41M 0.32% +18,640 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 43,857 $2.4M <0.01% +193 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 43,669 $2.39M 0.05% 0 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 42,459 $2.32M 0.83% -2,766 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 40,179 $2.19M <0.01% -20,713 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 40,111 $2.19M 0.71% -3,080 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 39,370 $2.14M 0.07% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 38,129 $2.08M 0.17% +12,278 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 37,515 $2.05M 0.03% -1,222 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 37,398 $2.04M 0.01% +14,234 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 37,078 $2.02M 0.11% +2,091 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 35,694 $1.95M <0.01% 0 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 35,624 $1.95M 0.03% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 35,175 $1.92M 0.01% +8,384 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 35,073 $1.92M 0.04% +2,668 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 34,362 $1.88M 0.34% -2,167 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 34,329 $1.88M 0.25% +6,107 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 34,224 $1.87M 0.67% -48,084 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 34,221 $1.87M 1.1% +3,350 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 33,843 $1.85M 0.21% +5,073 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 0 $1.83M 1.19% -31,177 13F-HR Timeline Amount filed as zero, left out of ratios. NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 33,225 $1.81M <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. 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