GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 22,140,890 $917M 0.18% +227,366 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,934,382 $543M 0.14% +907,861 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,329,782 $386M 0.33% +243,679 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/ 6,766,544 $280M 0.03% +389,593 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,563,459 $272M 0.02% +493,759 13F-HR/A Timeline Group Geller Advisors LLC More: the full row for Geller Advisors LLC 5,903,060 $244M 16.06% +878,200 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,778,060 $198M +696,722 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,501,184 $145M 0.06% +498,950 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,042,590 $126M 0.03% +386,320 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 2,649,270 $110M 0.93% -19,247 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,874,833 $77.6M 0.15% -2,390 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,824,719 $75.5M 0.03% 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,799,726 $74.5M 0.11% -348,898 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,560,296 $64.6M 0.01% +190,247 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,464,982 $60.7M 8.76% +24,867 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,452,313 $60.1M 0.01% +75,850 13F-HR Timeline Group RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,418,511 $58.7M 11.64% +68,709 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,229,100 $50.9M 9.17% +43,192 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,143,805 $47.4M 0.19% +98,588 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,010,636 $41.8M 0.02% +62,973 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 987,459 $40.9M 0.11% +65,468 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 967,373 $40.1M 0.09% +140,934 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 949,068 $39.3M 0.08% +114,078 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 917,790 $38M 0.02% +32,846 13F-HR Timeline Group SACHEM HILL LLC More: the full row for SACHEM HILL LLC 867,725 $35.9M 7.5% +6,561 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 739,534 $30.6M 0.34% -29,341 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 720,466 $29.8M 4.11% +7,302 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 712,243 $29.5M +100,943 Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 662,412 $27.4M 8% +71,023 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 621,008 $25.7M 0.04% +114,994 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 611,903 $25.3M 6.15% +69,902 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 594,418 $24.6M 6.05% -19,997 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 567,771 $23.5M 0.02% +11,062 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 557,928 $23.1M 0.04% +8,970 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 538,883 $22.3M <0.01% +69,160 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 534,861 $22.1M 1.95% +6,106 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 517,026 $21.4M 4.5% +38,802 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 474,828 $19.7M 8.04% +8,608 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 474,220 $19.6M 6.69% +10,242 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 442,022 $18.3M 1.07% +19,410 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 412,644 $17.1M 0.06% +102,332 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 407,069 $16.9M 12.65% +32,358 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 403,397 $16.7M 0.03% +252,873 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 401,979 $16.6M -49,013 Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 383,675 $15.9M 9.89% +6,751 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 371,648 $15.4M 0.15% -23,559 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 358,925 $14.9M 0.09% +10,229 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 354,511 $14.7M 3.82% +9,896 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 343,664 $14.2M 0.05% +32,364 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 330,879 $13.7M 2.34% +37,237 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 301,546 $12.5M 4.63% +7,464 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 292,235 $12.2M 0.03% +7,027 13F-HR Timeline Group AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 287,774 $11.9M 12.14% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 277,785 $11.5M 0.28% +23,272 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 268,082 $11.1M 0.07% +16,443 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 252,461 $10.8M 4.12% +10,888 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 259,624 $10.7M 0.07% +14,514 13F-HR Timeline Group Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 238,701 $9.88M 5.26% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 228,660 $9.47M 1.18% +26,056 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 228,380 $9.45M 0.01% +11,894 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 215,663 $8.93M 1.16% +5,034 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 215,211 $8.91M 0.11% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 212,660 $8.8M 0.13% -7,655 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 203,196 $8.41M 1.36% new 13F-HR/A Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 198,332 $8.21M 2.74% -1,238 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 196,294 $8.13M 3.52% +14,123 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 195,673 $8.1M 0.26% -2,073 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 183,858 $7.61M 0.3% +165,783 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 178,629 $7.39M 0.45% +13,237 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 172,006 $7.12M 0.86% -7,612 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 170,531 $7.06M 2.69% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 166,746 $6.9M 0.08% -21,904 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 165,471 $6.85M 3.7% +20,435 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 164,385 $6.81M 0.01% +528 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 159,564 $6.61M 0.18% +9,347 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 156,790 $6.49M 3.17% 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 150,474 $6.23M 5.32% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 145,289 $6.01M 0.01% +69,995 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 143,856 $5.96M 2.62% +381 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 134,079 $5.55M 0.02% +54 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 134,426 $5.41M 0.43% +4,575 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 129,119 $5.39M +15,024 Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 129,332 $5.35M 0.3% -1,503 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 126,054 $5.22M 0.19% +101,814 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 123,644 $5.12M 0.03% +15,037 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 120,562 $4.99M 0.37% +9,170 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 118,271 $4.95M 0.01% -6,414 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 117,291 $4.86M 3.32% 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 109,107 $4.71M 2.2% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 112,413 $4.65M 0.01% -493 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 108,381 $4.49M 0.62% +85,269 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 106,775 $4.42M 0.03% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 103,435 $4.28M 1.47% +2,626 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 103,128 $4.27M +6,970 Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 100,566 $4.22M 0.79% +40,385 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 101,707 $4.21M 0.28% +58,647 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 101,500 $4.2M 0.46% +17,789 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 98,634 $4.08M 1.9% -49,968 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 98,609 $4.08M 3.24% +26,040 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 88,995 $3.68M 0.03% +1,687 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 88,482 $3.66M 0.8% +9,648 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 87,396 $3.62M 0.11% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 86,783 $3.59M 0.2% +22,966 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 82,055 $3.4M 0.06% +525 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 81,627 $3.38M 0.89% 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 80,325 $3.33M 0.48% -1,866 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 79,803 $3.3M 1.62% +576 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 78,877 $3.27M 0.14% +4,619 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 72,342 $2.99M 0.06% +16,120 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 70,825 $2.93M 0.32% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 69,822 $2.89M 0.2% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 68,050 $2.82M 0.01% +6,302 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 67,474 $2.79M 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 66,505 $2.75M 0.02% +3,935 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 66,014 $2.73M 1.89% 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 61,955 $2.72M 0.02% -8,141 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 65,147 $2.7M 0.02% +67 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 65,112 $2.7M 0.09% -50,642 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 64,725 $2.68M 0.2% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 64,236 $2.66M 0.19% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 63,920 $2.65M 0.33% -17,209 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 63,639 $2.64M 0.06% -45,327 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 63,453 $2.63M 0.48% +10,359 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 60,254 $2.49M 0.81% new 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 58,966 $2.44M 2.95% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 56,613 $2.34M 0.2% new 13F-HR Timeline Group Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 54,975 $2.28M 1.08% -1,300 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 49,716 $2.06M 0.02% -12,762 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 49,716 $2.06M 0.02% -12,762 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 48,123 $1.99M 1.31% +24,797 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 45,108 $1.87M 0.46% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 44,814 $1.86M 0.06% +9,251 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 42,764 $1.77M <0.01% +97 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 40,708 $1.69M 0.72% +647 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 40,303 $1.67M 0.05% -1,051 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 39,708 $1.64M 0.21% +832 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 39,212 $1.62M <0.01% -1,072 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 39,147 $1.62M <0.01% +20,968 13F-HR Timeline Group Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 37,858 $1.57M 1.29% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 37,747 $1.56M 0.21% +7,844 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 37,343 $1.55M 0.62% +31,224 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 36,449 $1.51M 0.16% +4,047 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 35,941 $1.49M 0.03% -13,392 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 35,624 $1.47M 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 34,944 $1.45M 0.04% +13,592 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 34,934 $1.45M 0.48% -3,306 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 34,918 $1.45M 0.15% +4,622 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 34,136 $1.41M 0.14% -13,070 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 33,070 $1.37M 0.03% +2,865 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 32,104 $1.33M 0.22% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 31,872 $1.32M 0.05% +16,015 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 31,572 $1.31M <0.01% -1,629 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 30,990 $1.28M <0.01% +732 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 30,622 $1.27M 0.64% +185 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 30,504 $1.26M 0.03% -93,216 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 29,740 $1.23M 0.06% +156 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 29,727 $1.23M <0.01% +1,413 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 29,280 $1.21M 0.07% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 28,233 $1.17M 0.05% new 13F-HR/A Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 28,148 $1.17M 0.31% -229 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 27,764 $1.15M 0.2% +3,297 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 27,652 $1.14M 0.14% +136 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 27,474 $1.14M 0.02% 0 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 26,840 $1.11M 0.56% +1,331 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 26,542 $1.1M 0.95% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 25,922 $1.07M 0.35% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 25,787 $1.07M 0.03% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 25,538 $1.06M 0.03% -3,789 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 25,464 $1.05M 0.07% +576 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 25,409 $1.05M 0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 24,881 $1.03M <0.01% -3,788 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 24,775 $1.03M 0.01% -4,453 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 22,489 $931K 0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 22,189 $919K 0.03% -5,249 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 21,769 $901K 0.1% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 21,701 $898K 0.01% +409 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 21,003 $875K 0.07% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 20,847 $863K 0.03% +1,776 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 20,517 $849K 0.1% +45 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 20,053 $830K 0.04% +2,627 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 19,986 $827K 0.38% +631 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 19,788 $819K 0.42% -20,226 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 19,357 $801K <0.01% +13 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,084 $797K 0.04% -2,807 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,926 $784K <0.01% -1,643 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 18,831 $780K 0.14% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,162 $752K 0.08% 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 18,081 $749K 0.47% -212 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,906 $741K 0.03% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,267 $727K 0.04% +10,764 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 17,284 $720K 0.31% +155 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 17,279 $715K 0.02% +3,001 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 17,207 $712K 0.12% +167 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 17,182 $711K 0.06% +730 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 16,812 $696K 0.15% +1,855 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 16,677 $690K 0.04% -45 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 16,394 $679K 0.14% +141 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 16,260 $673K 0.11% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 16,257 $673K <0.01% -2 13F-HR/A Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 15,774 $653K 0.04% 0 13F-HR Timeline