GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,854,671 $968M 0.14% -261,259 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 15,319,942 $711M 0.16% -1,899,253 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,726,425 $452M 0.3% -1,015,813 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,519,880 $349M 0.02% +707,121 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,611,546 $307M 0.02% -112,773 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,384,757 $250M 0.39% -470,757 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,666,723 $217M 0.06% +273,603 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,388,493 $204M 0.06% -91,225 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,978,792 $138M 0.03% +151,453 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 2,436,818 $113M 0.81% -30,747 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,238,504 $106M 0.16% +187,737 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,283,735 $106M 0.03% +162,965 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,738,264 $80.7M 0.02% -181,546 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,558,798 $72.4M 0.01% +111,607 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,499,934 $69.4M 8.13% +24,314 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,488,714 $69.1M 11.54% +12,550 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,370,745 $63.6M 0.07% +438,762 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,277,193 $59.3M 0.1% +648,707 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,248,486 $58M 0.08% -848,812 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,254,200 $57.1M 0.08% +39,598 13F-HR Timeline Group O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,210,003 $56.2M 7.61% -1,495 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,170,455 $54.3M 0.02% +25,801 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,036,510 $48.1M 0.18% -26,541 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 916,934 $42.6M 0.03% +28,593 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 905,781 $42.1M 0.07% -35,778 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 855,568 $39.7M 0.34% +53,864 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 848,203 $39.4M 0.05% -2,364 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 820,510 $38.1M 1.54% new 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 766,272 $35.6M +30,015 Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 745,270 $34.6M 6.92% -44,803 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 737,695 $34.2M 3.27% +9,858 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 667,425 $31M 6.76% -133,995 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 603,505 $28M 0.03% -6,260 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 603,070 $28M 8.36% -301,673 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 557,690 $25.9M 5.66% -28,293 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 554,739 $25.8M <0.01% +5,718 13F-HR/A Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 541,894 $25.1M 5.28% -9,539 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 501,569 $23.3M 8.02% +3,831 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 481,460 $22.3M 1.65% -86,154 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 464,200 $21.5M 0.06% +8,142 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 455,199 $21.1M 0.03% -12,889 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 434,209 $20.2M 0.05% -5,583 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 416,333 $19.3M -1,152 Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 411,436 $19.1M 3.83% +21,993 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 411,426 $19.1M 0.02% -43,760 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 383,566 $17.8M 0.08% +7,325 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 365,381 $17M 5.62% +18,143 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 365,019 $16.9M 17.48% -3,579 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 324,990 $15.1M 4.08% +109,802 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 324,116 $15M 2.02% -54,066 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 309,312 $14.4M 0.66% +46,189 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 306,743 $14.2M 0.02% -4,624 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 298,552 $13.9M +15,463 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 296,936 $13.8M 0.01% -111 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 297,369 $13.7M 0.01% +19,870 13F-HR Timeline Group Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 270,415 $13M 5.75% -14,121 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 276,805 $12.8M 0.07% +6,944 13F-HR Timeline Group AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 262,597 $12.2M 9.27% +12,065 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 253,592 $12M 4.21% +637 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 252,009 $11.7M 0.24% -15,057 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 247,293 $11.5M 0.2% +26,064 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 236,973 $11M 0.86% -3,936 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 233,802 $10.9M 0.83% +10,629 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 227,508 $10.6M 1.1% -2,952 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 222,738 $10.3M 0.02% +691 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 217,760 $10.1M 0.09% +86 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 213,732 $9.92M 1.49% +4,629 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 195,951 $9.1M 2.57% +151,946 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 187,263 $8.69M 0.24% -2,935 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 186,396 $8.65M 2.56% -1,896 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 184,888 $8.58M 0.13% +37,913 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 183,180 $8.5M 0.17% +867 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 182,520 $8.47M 0.11% -5,354 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 181,762 $8.44M 6.32% +6,755 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 160,943 $7.47M 0.46% +6,218 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 157,827 $7.33M 0.5% +7,173 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 157,156 $7.3M 5.25% -3,983 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 156,692 $7.27M 2.72% +1,825 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 156,211 $7.25M 0.01% -2,183 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 155,025 $7.2M 0.04% -21,098 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 149,523 $6.94M 0.77% -8,147 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 149,080 $6.92M 2.08% +138,748 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 145,950 $6.76M 2.72% -25,886 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 143,246 $6.65M 0.26% -9,392 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 137,155 $6.6M -776 Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 140,261 $6.51M 2.56% -156 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 132,807 $6.16M 0.01% +13,865 13F-HR Timeline Group WFA Asset Management Corp More: the full row for WFA Asset Management Corp 145,036 $6.09M 3.31% +25,867 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 130,992 $6.08M 0.04% -73,440 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 130,559 $6.06M 0.01% new 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 130,060 $6.04M 3.65% -4,096 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 125,173 $5.81M 0.27% -327,585 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 120,075 $5.57M 1.7% +9,260 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 119,658 $5.55M 5.35% -7,216 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 117,980 $5.48M 1.01% +6,793 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 117,831 $5.47M 0.01% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 117,449 $5.45M 0.1% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 116,085 $5.39M 3.17% +686 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 111,566 $5.3M 1.54% -1,735 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 105,406 $4.89M 1.49% +5,901 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 105,009 $4.87M 0.55% -1,853 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 104,502 $4.85M 0.01% new 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 87,396 $4.12M 0.1% 0 13F-HR/A Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 87,853 $4.08M 1.69% +2,628 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 87,376 $4.06M 0.19% -10,333 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 86,030 $3.99M 0.12% +4,197 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 85,233 $3.96M 0.02% -326 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 84,948 $3.94M 0.06% +15,625 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 84,656 $3.93M 3.5% +6,521 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 83,851 $3.89M 0.07% +1,549 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 83,058 $3.86M 0.13% -1,112 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 79,846 $3.71M 2.06% -192,626 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 78,114 $3.63M 0.09% +2,890 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 77,977 $3.62M 0.09% +8,532 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 73,648 $3.42M 0.02% +1,588 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 71,937 $3.34M 0.03% -172 13F-HR/A Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 70,656 $3.28M 0.4% -3,857 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 69,622 $3.23M 0.01% +655 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 69,382 $3.22M 2.73% -4,191 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 68,794 $3.19M 0.07% -25,655 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 68,695 $3.19M 0.05% +2,535 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 67,474 $3.13M 0.04% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 66,672 $3.09M 0.01% +19,576 13F-HR Timeline Group Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 66,607 $3.09M 1.99% +3,039 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 64,146 $2.98M 0.75% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 59,749 $2.77M 0.17% +176 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 59,231 $2.75M 0.02% -29,036 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 58,175 $2.7M 0.44% -2,443 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 57,667 $2.68M 0.07% +3,477 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 54,006 $2.51M 0.24% -16,521 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 53,416 $2.48M 0.93% +11,486 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 52,833 $2.45M 0.26% +337 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 52,381 $2.43M <0.01% +344 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 50,551 $2.41M 0.25% +4,230 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 51,663 $2.4M 1.2% +19,400 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 51,493 $2.39M 0.01% -3,319 13F-HR/A Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 51,151 $2.37M 0.14% -804 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 49,741 $2.31M <0.01% +18,598 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 48,092 $2.23M 0.02% +5,354 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 47,944 $2.23M <0.01% +7,879 13F-HR Timeline Group Summa Corp. More: the full row for Summa Corp. 47,038 $2.18M 0.96% -1,244 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 46,875 $2.18M 0.98% -3,500 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 46,458 $2.11M 0.05% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 43,730 $2.03M 0.09% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 43,663 $2.03M 0.02% +10,186 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 42,939 $1.99M 0.45% +2,954 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 42,810 $1.99M 0.77% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 40,105 $1.86M 1.31% +13,172 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 39,618 $1.84M 0.83% +1,275 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 39,596 $1.84M 0.04% -6,488 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 37,611 $1.75M 0.14% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 36,678 $1.7M <0.01% -1,969 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 36,570 $1.7M 0.03% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 36,012 $1.67M <0.01% -920 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 35,624 $1.65M 0.02% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 35,409 $1.64M 0.1% +2,289 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 35,398 $1.64M 0.6% +642 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 33,865 $1.57M 0.02% -809 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 33,210 $1.54M 1.58% new 13F-HR/A Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 32,196 $1.49M 0.34% +2,652 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 32,167 $1.49M 0.13% -1,192 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 31,158 $1.45M 0.58% 0 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 30,404 $1.41M 1.01% -238 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 29,575 $1.37M 0.07% +908 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 29,280 $1.36M 0.06% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 29,107 $1.35M 0.2% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 28,444 $1.33M 0.2% -90,028 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 27,514 $1.3M 0.05% +588 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 27,299 $1.27M 0.02% -175 13F-HR Timeline Group WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 27,211 $1.26M 0.13% +1,549 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 27,006 $1.25M 0.03% +2,556 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 26,965 $1.25M 0.04% -454,798 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 26,598 $1.24M 0.4% +1,960 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 26,462 $1.23M <0.01% +1,053 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 26,429 $1.23M 0.05% -1,417 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,367 $1.22M 0.01% 0 13F-HR/A Timeline Pinnacle Bancorp, Inc. 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