GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,566,742 $989M 0.14% -287,929 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 14,241,118 $685M 0.15% -1,078,824 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,758,040 $373M 0.24% -1,968,385 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,638,041 $367M 0.02% +118,161 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/ 6,434,971 $310M 0.02% -176,575 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,819,887 $232M 0.06% +153,164 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,330,904 $208M 0.28% -1,053,853 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,116,439 $150M 0.03% +137,647 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,521,330 $121M 0.04% +237,595 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 2,367,022 $114M 0.69% -69,796 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,249,793 $111M 0.15% +11,289 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,102,372 $101M 0.03% -2,286,121 13F-HR Timeline Group RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,518,350 $73M 11.92% +29,636 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,508,665 $72.6M 0.08% +137,920 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,485,455 $71.5M 7.84% -14,479 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,429,756 $68.8M 0.01% -129,042 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,343,872 $64.7M 0.01% -394,392 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,279,906 $61.6M 0.09% +2,713 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,272,213 $61.2M 1.06% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,207,875 $58.1M 0.02% +37,420 13F-HR Timeline Group O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,199,151 $57.7M 7.63% -10,852 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,049,403 $50.5M 0.07% -204,797 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 987,939 $47.5M 0.19% -48,571 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 958,269 $46.1M 0.06% -290,217 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 942,502 $45.3M 0.05% +36,721 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 895,698 $43.1M 0.3% +40,130 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 865,379 $41.6M 0.02% -51,555 13F-HR/A Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 798,141 $38.4M +31,869 Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 754,413 $36.3M 3.22% +16,718 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 724,419 $34.9M 6.77% -20,851 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 685,832 $33M 0.04% -162,371 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 659,243 $31.7M 6.62% -8,182 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 611,789 $29.4M 0.03% +8,284 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 609,370 $29.3M 7.56% +6,300 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 552,555 $26.6M 6.57% 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 551,174 $26.5M 5.73% -6,516 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 535,583 $25.8M 5.22% -6,311 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 499,903 $24.1M 8.21% -1,666 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 471,908 $22.7M 0.06% +7,708 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 467,114 $22.5M 1.61% -14,346 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 459,432 $22.1M 0.05% +25,223 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 451,042 $21.7M 0.03% -4,157 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 436,134 $21M <0.01% -118,605 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 424,304 $20.4M 4% +12,868 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 405,556 $19.5M 0.63% +96,244 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 397,048 $19.1M 0.07% +13,482 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 366,799 $17.6M 5.91% +1,418 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 344,219 $16.6M 4.29% +19,229 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 328,775 $15.8M 0.3% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 307,587 $14.8M -108,746 Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 303,370 $14.6M +4,818 Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 301,134 $14.5M 0.08% +24,329 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 294,663 $14.2M 0.01% -2,273 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 289,826 $13.9M 0.02% -16,917 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 288,689 $13.9M 1.71% -35,427 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 280,020 $13.5M 5.79% +9,605 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 278,443 $13.4M 0.01% -18,926 13F-HR Timeline Group AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 276,809 $13.3M 9.11% +14,212 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 273,121 $13.1M 0.15% +25,828 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 272,889 $13.1M 4.37% 13F-HR/A Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 262,585 $12.6M 0.95% +28,783 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 255,184 $12.3M 0.1% +183,247 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 245,337 $11.8M 0.87% +8,364 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 236,839 $11.4M 0.22% -15,170 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 229,105 $11M 1.11% +1,597 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 225,838 $10.9M 0.09% +8,078 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 223,001 $10.7M 9.48% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 219,302 $10.6M 0.02% -3,436 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 213,932 $10.3M 1.51% +200 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 206,092 $9.92M 2.68% +19,696 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 197,463 $9.5M 6.67% +15,701 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 192,354 $9.25M 2.71% -3,597 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 191,680 $9.22M 0.1% +6,792 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 190,994 $9.19M 0.01% -220,432 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 185,815 $8.94M 0.24% -1,448 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 182,812 $8.8M 0.11% +292 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 181,583 $8.74M 0.14% -1,597 13F-HR/A Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 175,554 $8.45M 0.31% +32,308 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 166,196 $8M 2.29% +17,116 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 161,629 $7.78M 6.97% 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 160,791 $7.74M 0.46% -152 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 157,708 $7.59M 0.04% +2,683 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 155,286 $7.47M 0.01% -925 13F-HR Timeline Group Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 150,742 $7.28M 2.71% +4,792 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 141,722 $7.09M +4,567 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 146,520 $7.05M 0.05% +15,528 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 143,909 $6.92M 2.73% -12,783 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 142,132 $6.84M 0.6% -15,695 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 141,854 $6.82M 0.01% +9,047 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 139,292 $6.7M 0.71% -10,231 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 138,816 $6.68M 2.62% -1,445 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 134,750 $6.48M 3.85% +4,690 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 130,483 $6.3M 0.01% -76 13F-HR Timeline Group Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 127,851 $6.15M 5.43% +8,193 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 124,993 $6.01M 5.21% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 124,982 $6.01M 0.27% -191 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 124,642 $6M 1.57% +13,076 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 123,912 $5.96M 1.09% +5,932 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 123,779 $5.96M 1.81% +3,704 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 119,827 $5.83M 3.25% +3,742 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 115,921 $5.58M 0.08% -1,528 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 114,897 $5.53M 1.19% new 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 111,297 $5.35M 3.8% -45,859 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 105,902 $5.09M 3.84% +21,246 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 105,745 $5.09M 1.52% +339 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 105,216 $5.06M 0.03% +19,983 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 103,219 $4.97M 0.54% -1,790 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 96,594 $4.65M 0.02% 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 96,451 $4.64M 0.62% new 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 92,688 $4.46M 1.77% +4,835 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 87,396 $4.45M 0.1% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 88,012 $4.23M 0.14% +1,982 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 86,034 $4.14M 0.06% +1,086 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 86,005 $4.14M 0.1% +8,028 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 85,719 $4.12M 0.08% +16,925 13F-HR Timeline Group Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 78,720 $3.79M 2.41% +12,113 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 78,627 $3.78M 0.08% -4,431 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 78,190 $3.76M 2.02% -1,656 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 77,805 $3.74M 1.37% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 77,180 $3.71M 0.07% -6,671 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 77,116 $3.71M 0.17% -10,260 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 76,768 $3.69M 0.37% +33,829 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 76,352 $3.67M 0.02% +2,704 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 71,362 $3.58M 1.26% -182,230 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 71,385 $3.43M 1.59% +31,767 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 71,125 $3.42M 2.42% +1,743 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 70,647 $3.4M 0.01% +1,025 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 70,547 $3.39M 0.39% -109 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 70,025 $3.37M 0.06% +1,330 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 69,393 $3.34M 0.07% -8,721 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 67,474 $3.25M 0.03% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 63,003 $3.03M 1.34% +11,340 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 59,749 $2.87M 0.18% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 59,248 $2.85M 0.01% -7,424 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 59,137 $2.85M 0.02% -94 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 58,283 $2.8M <0.01% +5,902 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 57,969 $2.79M 0.07% +302 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 57,118 $2.75M 0.01% +42,157 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 56,961 $2.74M 0.43% -1,214 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 55,263 $2.66M 0.24% +1,257 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 55,041 $2.65M 0.84% +1,625 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 54,001 $2.6M 0.26% +1,168 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 52,328 $2.58M 0.26% +1,777 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 52,029 $2.5M 0.01% +536 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 51,822 $2.49M 0.05% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 50,946 $2.45M 0.02% +2,854 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 50,506 $2.43M 0.03% +6,843 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 50,382 $2.42M 0.14% -769 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 49,373 $2.38M <0.01% +1,429 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 47,636 $2.29M <0.01% -2,105 13F-HR Timeline Group Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 46,275 $2.23M 0.96% -600 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 45,628 $2.2M 0.94% -1,410 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 44,580 $2.14M 0.09% +850 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 44,237 $2.13M 2.1% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 43,461 $2.09M 1.43% +3,356 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 43,322 $2.08M 0.78% +512 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 41,083 $1.98M 0.04% -5,375 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 40,502 $1.95M 0.09% +25,534 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 40,017 $1.93M 0.14% +35,392 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 39,441 $1.9M <0.01% -78,390 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 38,903 $1.87M 0.13% +3,494 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 38,151 $1.84M <0.01% +2,139 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 37,611 $1.81M 0.14% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 36,961 $1.78M 1.47% +3,751 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 35,624 $1.71M 0.03% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 35,401 $1.7M 0.02% +1,536 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 35,145 $1.69M <0.01% -1,533 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 32,705 $1.57M 0.03% -3,865 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 32,599 $1.57M 0.33% +403 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 32,422 $1.56M <0.01% +5,960 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 32,167 $1.55M 0.13% 0 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 31,158 $1.5M 0.6% 0 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 30,596 $1.47M 1.07% +192 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 30,356 $1.46M 0.07% +781 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 29,508 $1.42M 0.14% +2,297 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 29,280 $1.41M 0.06% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 29,107 $1.4M 0.2% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 28,408 $1.38M 0.4% +1,810 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 28,598 $1.38M 0.09% +1,395 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 27,488 $1.35M 0.05% -26 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 $1.31M 0.02% 0 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,791 $1.29M 0.01% +424 13F-HR Timeline Pinnacle Bancorp, Inc. 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