GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 21,822,543 $945M 0.18% -318,347 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,031,048 $694M 0.19% +3,096,666 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,659,200 $462M 0.38% +1,329,418 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/ 7,073,762 $306M 0.03% +307,218 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,047,200 $305M 0.02% +483,741 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,618,657 $243M 0.4% +5,593,776 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,443,450 $192M -334,610 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,285,378 $186M 0.07% +784,194 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,435,711 $149M 0.04% +393,121 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,610,442 $113M 0.16% +810,716 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,589,059 $112M 0.96% -60,211 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,993,735 $86.3M 0.03% +169,016 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,952,691 $84.6M 0.02% +392,395 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,862,411 $80.6M 0.15% -12,422 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,782,340 $77.2M 0.02% +330,027 13F-HR/A Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,474,991 $63.9M 9.09% +10,009 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,431,758 $62M 12.13% +13,247 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,216,386 $52.7M 9.81% -12,714 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,152,841 $49.9M 0.03% +142,205 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,150,225 $49.8M 0.21% +6,420 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,037,927 $45M 0.1% +70,554 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,026,889 $44.5M <0.01% +488,006 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 988,936 $42.8M 0.11% +1,477 13F-HR/A Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 939,046 $40.7M 13.72% +464,826 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 905,754 $39.2M 0.03% -12,036 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 886,183 $38.4M 0.07% -62,885 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 840,182 $36.4M 0.06% +219,174 13F-HR Timeline Group SACHEM HILL LLC More: the full row for SACHEM HILL LLC 830,141 $35.9M 7.06% -37,584 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 768,673 $33.3M 0.37% +29,139 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 727,917 $31.5M 4.43% +7,451 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 726,376 $31.5M +14,133 Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 722,327 $31.3M 8.77% +59,915 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 664,159 $28.8M 6.04% +147,133 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 592,388 $25.7M 0.03% +24,617 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 591,448 $25.6M 6.25% -20,455 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 575,196 $24.9M 6.29% -19,222 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 567,912 $24.6M 0.05% +9,984 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 548,436 $23.7M 2.09% +13,575 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 476,595 $20.6M 8.41% +1,767 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 468,935 $20.3M 14.19% +85,260 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 440,649 $19.1M 1.15% -1,373 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 415,795 $18M 13.63% +8,726 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 400,698 $17.4M 0.06% -11,946 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 389,625 $16.9M 0.12% +327,670 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 374,541 $16.2M 2.72% +43,662 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 371,207 $16.1M 3.98% +16,696 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 368,951 $16M 0.05% +25,287 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 361,556 $15.7M -40,423 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 359,640 $15.6M 0.09% +715 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 325,707 $14.1M 5.61% +24,161 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 325,027 $14.1M 0.09% +56,945 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 321,367 $13.8M 2.64% +239,740 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 315,573 $13.7M 0.03% +307,986 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 302,794 $13.1M 13.41% +15,020 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 295,953 $12.8M 0.03% +3,718 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 283,646 $12.3M 0.01% +55,266 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 280,940 $12.2M 0.14% +68,280 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 271,558 $11.8M 0.08% +11,934 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 271,442 $11.8M +168,314 Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 269,521 $11.7M 0.29% -8,264 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 264,307 $11.4M 6.3% +25,606 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 261,197 $11.3M 0.48% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 261,141 $11.3M 0.02% -142,256 13F-HR/A Timeline Group ENZI WEALTH More: the full row for ENZI WEALTH 255,415 $10.8M 4.38% +2,954 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 241,731 $10.5M 0.43% +57,873 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 241,511 $10.5M 1.31% +12,851 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 226,059 $9.79M 0.17% +195,555 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 222,408 $9.63M 0.03% +88,329 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 217,502 $9.48M 0.01% +72,213 13F-HR/A Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 217,391 $9.41M 1.57% +14,195 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 213,924 $9.26M 0.86% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 213,185 $9.23M 0.22% +178,241 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 210,796 $9.13M 3% +12,464 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 209,356 $9.07M 0.1% -5,855 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 215,663 $8.93M 0.85% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 193,815 $8.39M 0.27% -1,858 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 191,435 $8.29M 0.52% +12,806 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 188,292 $8.15M 3.02% +17,761 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 182,872 $7.92M 0.08% -188,776 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 173,686 $7.52M 0.05% +50,042 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 173,297 $7.5M 0.22% +166,524 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 167,136 $7.24M 0.95% -4,870 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 165,241 $7.16M 0.22% +100,129 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 163,654 $7.13M 3.41% +6,864 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 161,908 $7.01M 0.01% +49,495 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 161,845 $7.01M 0.94% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 160,498 $6.95M 0.01% -3,887 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 160,361 $6.94M 0.08% -6,385 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 159,023 $6.89M 0.18% -541 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 158,200 $6.85M 0.01% new 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 150,573 $6.52M 5.61% +99 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 144,620 $6.27M 0.16% +18,566 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 143,383 $6.21M 2.82% -473 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 140,845 $5.94M 0.48% +6,419 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 136,303 $5.84M +7,184 Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 122,096 $5.29M 3.37% +56,082 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 115,763 $5.01M 0.04% +49,258 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 115,564 $5M 3.28% -1,727 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 114,605 $4.96M 2.24% +5,498 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% 0 13F-HR/A Timeline Group Schorn Wealth LLC More: the full row for Schorn Wealth LLC 112,330 $4.86M 1.6% +52,076 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 111,119 $4.81M 0.96% +98,886 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 115,623 $4.64M 0.92% +15,057 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 107,155 $4.64M 5.34% +8,521 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 106,906 $4.63M 0.35% -13,656 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 106,464 $4.61M 0.61% -1,917 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 100,752 $4.36M 1.03% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 100,745 $4.36M 0.94% +12,263 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 99,421 $4.3M 1.54% -4,014 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 93,096 $4.03M 0.26% +36,483 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 97,129 $3.97M 0.23% +10,346 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 90,472 $3.92M 1.46% +53,129 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 87,396 $3.78M 0.11% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 85,987 $3.72M 2.84% -12,622 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 85,252 $3.69M 0.03% -3,743 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 83,388 $3.61M 0.31% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 82,578 $3.58M 0.12% +3,701 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 81,890 $3.55M 1.67% +2,087 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 81,676 $3.54M 3.07% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 75,913 $3.29M 0.48% -4,412 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 71,749 $3.11M 0.32% +924 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 70,712 $3.06M 0.05% -11,343 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 70,522 $3.05M 0.21% +700 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 68,922 $2.98M 2.48% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 68,806 $2.98M 0.34% -32,694 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 68,175 $2.95M 0.01% +125 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 67,659 $2.93M 1.74% +19,536 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 67,474 $2.92M 0.05% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 67,395 $2.92M 0.02% +2,248 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 66,782 $2.89M 0.06% -5,560 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 65,824 $2.85M 0.07% +2,185 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 65,746 $2.85M 0.05% new 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 64,487 $2.79M 3.29% +5,521 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 63,271 $2.74M 1.82% 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 62,142 $2.69M 0.52% -1,311 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 61,149 $2.65M 0.2% -3,087 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 58,252 $2.52M 0.11% +26,380 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 53,103 $2.3M 0.07% +8,289 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 52,475 $2.27M 1.13% -2,500 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 51,955 $2.25M 0.16% -12,770 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 51,627 $2.24M 0.03% +36,011 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 49,983 $2.16M <0.01% +10,836 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 49,900 $2.16M 0.54% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 47,075 $2.04M 0.02% -2,641 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 47,075 $2.04M 0.02% -2,641 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 46,512 $2.01M 0.26% +6,804 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 45,264 $1.96M <0.01% +2,500 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 44,862 $1.94M 0.71% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 42,884 $1.86M 0.1% -86,448 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 41,542 $1.8M 0.79% +834 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 40,303 $1.75M 0.05% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 40,199 $1.74M 0.2% +3,750 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 39,995 $1.73M 0.45% -5,113 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 $1.7M <0.01% 0 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 39,101 $1.69M 0.92% +8,479 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 38,928 $1.69M 0.04% +13,141 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 37,747 $1.63M 0.21% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 37,439 $1.62M <0.01% +6,449 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 36,691 $1.59M 0.04% +3,621 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 35,624 $1.54M 0.02% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 35,556 $1.54M 0.52% +622 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 34,028 $1.47M 0.03% -1,913 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 33,980 $1.47M 0.14% -156 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 33,978 $1.47M 0.73% +7,138 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 33,237 $1.44M 0.18% -30,683 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 32,758 $1.42M 0.01% +13,832 13F-HR Timeline Group DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 32,104 $1.39M 0.25% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 32,025 $1.39M <0.01% +453 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 33,699 $1.35M 0.07% +14,615 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 30,952 $1.34M 0.02% new 13F-HR Timeline Group WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 30,561 $1.32M 0.13% -4,357 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 29,952 $1.3M 1.06% -7,906 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 29,280 $1.27M 0.08% 0 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 31,158 $1.25M 0.59% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 28,839 $1.25M 0.05% +606 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 28,720 $1.24M 0.06% -1,020 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 28,262 $1.22M 0.08% +2,798 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 28,053 $1.21M 0.36% -95 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 28,034 $1.21M 0.15% +382 13F-HR Timeline CALTON & ASSOCIATES, INC. 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