GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 21,115,930 $924M 0.15% -706,613 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 17,219,195 $754M 0.19% +1,188,147 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,742,238 $470M 0.34% +83,038 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,812,759 $298M 0.02% -234,441 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/ 6,724,319 $294M 0.02% -349,443 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,855,514 $256M 0.34% +236,857 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,479,718 $196M 0.06% +36,268 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,393,120 $192M 0.06% +107,742 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,827,339 $124M 0.03% -608,372 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 2,467,565 $108M 0.87% -121,494 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,120,770 $92.8M 0.03% +127,035 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,097,298 $91.8M 0.12% -513,144 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,050,767 $90.4M 0.15% +188,356 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,919,810 $84M 0.02% -32,881 13F-HR Timeline Group RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,476,164 $64.6M 11.83% +44,406 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,475,620 $64.6M 8.24% +629 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,447,191 $63.3M 0.01% -335,149 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,214,602 $53.2M 0.09% +176,675 13F-HR/A Timeline Group O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,211,498 $53M 8.32% -4,888 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,144,654 $50.1M 0.03% -8,187 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,063,051 $46.5M 0.18% -87,174 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 941,559 $41.2M 0.09% -47,377 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 931,983 $40.8M 0.07% +45,800 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 904,743 $39.6M 11.97% -34,303 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 888,341 $38.9M 0.02% -17,413 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 850,567 $37.2M 0.05% +10,385 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 801,704 $35.1M 0.37% +33,031 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 801,420 $35.1M 8.83% +79,093 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 790,073 $34.6M 7.05% -40,068 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 736,257 $32.2M +9,881 Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 727,837 $31.8M 4.5% -80 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 628,486 $27.5M 0.06% +312,913 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 609,765 $26.7M 0.03% +17,377 13F-HR Timeline Group Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 585,983 $25.6M 6% +10,787 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 567,614 $24.8M 1.98% +19,178 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 551,433 $24.1M 5.49% -40,015 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 549,021 $24M <0.01% -477,868 13F-HR Timeline Group BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 497,738 $21.8M 7.84% +21,143 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 481,763 $21.1M 0.56% +416,017 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 468,088 $20.5M 0.04% -99,824 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 456,058 $20M 0.06% +87,107 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 455,186 $19.9M 0.02% +443,224 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 452,758 $19.8M 1.01% +12,109 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 439,792 $19.2M 0.06% +39,094 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 417,485 $18.3M +55,929 Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 389,443 $17M 3.9% +18,236 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 378,182 $16.5M 2.49% +3,641 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 376,241 $16.5M 0.08% +16,601 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 368,598 $16.1M 17.58% -100,337 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 363,821 $15.9M 2.53% +42,454 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 360,586 $15.8M 0.09% +35,559 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 347,238 $15.2M 5.55% +21,531 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 311,367 $13.6M 0.02% +15,414 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 297,047 $13M 0.01% +13,401 13F-HR Timeline Group Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 284,536 $12.5M 6.01% +20,229 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 283,089 $12.4M +11,647 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 277,499 $12.2M 0.01% +59,997 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 272,472 $11.9M 7.64% -143,323 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 269,861 $11.8M 0.07% -1,697 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 267,066 $11.7M 0.27% -2,455 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 263,123 $11.5M 0.77% +257,896 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 252,955 $11.1M 4.08% -2,460 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 250,532 $11M 9.34% -52,262 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 240,909 $10.5M 0.91% +25,246 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 230,460 $10.1M 1.16% -11,051 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 223,173 $9.76M 0.81% +9,249 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 222,047 $9.71M 0.03% -361 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 221,229 $9.68M 0.19% +8,044 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 217,674 $9.52M 0.09% +8,318 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 217,257 $9.5M 8.89% 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 215,188 $9.41M 2.79% +4,392 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 209,103 $9.15M 1.58% +181,373 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 204,432 $8.94M 0.07% +21,560 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 201,161 $8.8M 0.06% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 190,198 $8.32M 0.24% -3,617 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 187,874 $8.22M 0.11% -93,066 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 188,292 $8.15M 2.8% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 182,313 $7.98M 0.18% +23,290 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 176,123 $7.71M 0.04% +2,437 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 175,007 $7.66M 6.19% +93,331 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 171,836 $7.56M 3.25% +8,182 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 161,139 $7.05M 5.37% +10,566 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 158,394 $6.93M 0.01% -2,104 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 157,670 $6.9M 0.81% -9,466 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 154,867 $6.78M 2.72% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 154,725 $6.77M 0.47% -36,710 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 152,638 $6.68M 0.27% -73,421 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 146,975 $6.43M 0.13% +2,355 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 150,654 $6.43M 0.48% +9,809 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 137,931 $6.26M +1,628 Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 140,417 $6.14M 2.57% -2,966 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 139,184 $6.09M 0.1% +133,477 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 138,408 $6.06M 0.14% -21,953 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 134,156 $5.87M 3.84% 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 126,874 $5.55M 6.2% +19,719 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 118,942 $5.2M 0.01% -42,966 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 115,399 $5.2M 3.13% -165 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 118,472 $5.18M 0.89% +2,849 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 113,301 $4.96M 1.61% +22,829 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 119,169 $4.94M 2.79% +90,177 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 111,187 $4.86M 0.95% +10,442 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 110,815 $4.85M 1.6% -1,515 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 106,862 $4.68M 0.57% +398 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 102,983 $4.51M 1.13% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 97,709 $4.4M 0.23% +580 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 99,505 $4.35M 1.45% +84 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 94,449 $4.13M 0.1% +83,781 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 88,267 $3.86M 0.03% -27,496 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 87,396 $3.82M 0.1% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 85,559 $3.74M 0.03% +307 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 85,225 $3.73M 1.68% +3,335 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 84,170 $3.68M 0.14% +782 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 82,302 $3.6M 0.08% new 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 81,833 $3.58M 0.11% -745 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 78,135 $3.42M 3.42% +13,648 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 75,224 $3.29M 0.09% +54,368 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 74,513 $3.26M 0.44% -1,400 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 73,573 $3.22M 2.96% +4,651 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 72,109 $3.15M 0.04% +1,397 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 72,060 $3.15M 0.02% +4,665 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 70,527 $3.09M 0.32% +1,721 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 69,323 $3.07M 0.05% +2,541 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 69,445 $3.04M 0.08% -95,796 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 68,967 $3.02M 0.01% +792 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 67,474 $2.95M 0.04% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 66,160 $2.9M 0.05% +336 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 63,568 $2.78M 1.85% +297 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 60,618 $2.65M 0.52% -1,524 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 60,095 $2.63M <0.01% -98,105 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 59,573 $2.61M 0.17% -1,576 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 54,812 $2.4M 0.01% -334,813 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 54,190 $2.37M 0.07% +1,087 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 52,496 $2.3M 0.28% +5,984 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 52,037 $2.28M <0.01% +2,054 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 51,955 $2.27M 0.15% 0 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 50,375 $2.2M 1.04% -2,100 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 48,282 $2.11M 1.1% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 47,096 $2.06M <0.01% +1,832 13F-HR/A Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 46,321 $2.03M 0.22% +6,122 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 46,084 $2.02M 0.04% +7,156 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 44,005 $1.93M 0.62% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 43,730 $1.91M 0.1% +846 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 42,810 $1.87M 0.77% +1,268 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 42,738 $1.87M 0.02% -8,889 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 41,930 $1.83M 0.93% -25,729 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 40,065 $1.75M <0.01% +8,040 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 39,985 $1.75M 0.38% -10 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 38,647 $1.69M <0.01% -565 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 38,343 $1.68M 0.81% -758 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 37,611 $1.65M 0.18% -136 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 37,110 $1.62M 0.87% -84,986 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 36,932 $1.62M <0.01% -507 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 36,570 $1.6M 0.03% -121 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 36,467 $1.6M 0.49% +911 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 35,624 $1.56M 0.02% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 35,310 $1.54M 0.3% -628,849 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 34,756 $1.52M 0.65% +778 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 34,674 $1.52M 0.03% +646 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 33,477 $1.46M 0.02% +2,525 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 33,359 $1.46M 0.13% -621 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 33,120 $1.45M 0.1% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 33,068 $1.45M 0.08% +21,580 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 32,263 $1.41M 0.8% +5,134 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 31,158 $1.36M 0.58% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 31,143 $1.36M <0.01% +16,893 13F-HR Timeline Group Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 30,642 $1.34M 1.07% +690 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 30,533 $1.34M 0.05% -211,198 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 29,544 $1.29M 0.32% +1,491 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 29,280 $1.28M 0.07% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 29,107 $1.27M 0.2% -2,997 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 28,667 $1.25M 0.07% +405 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 28,210 $1.23M 0.4% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 27,846 $1.22M 0.05% -874 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 $1.2M 0.02% 0 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 26,926 $1.19M 0.05% -6,773 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 27,203 $1.19M 0.1% +7,664 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 26,933 $1.18M 0.87% +6,054 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 26,584 $1.16M 0.03% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,367 $1.15M 0.01% new 13F-HR/A Timeline Pinnacle Bancorp, Inc. 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