GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,710,546 $1.02B 0.13% +143,804 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 14,441,370 $714M 0.17% +200,252 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,572,286 $374M 0.23% -185,754 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,522,806 $372M 0.02% -115,235 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/ 6,415,273 $317M 0.02% -19,698 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,263,800 $211M 0.06% +2,161,428 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,131,698 $204M 0.05% -688,189 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,693,103 $182M 0.26% -637,801 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,235,235 $160M 0.03% +118,796 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,569,946 $127M 0.04% +48,616 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 2,292,868 $113M 0.7% -74,154 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,753,742 $86.6M 0.09% +245,077 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,525,413 $75.4M 12.24% +7,063 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,497,471 $74M 1.16% +225,258 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,497,101 $74M 7.57% +11,646 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,294,378 $63.9M -49,494 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,267,811 $62.6M 0.01% -161,945 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,190,202 $58.8M 0.02% -17,673 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,166,594 $58.4M 0.13% -1,083,199 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,096,917 $54.2M 1.71% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 987,192 $48.8M 0.07% -62,211 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 954,078 $47.1M 0.25% +58,380 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 927,382 $45.8M 0.08% +917,564 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 924,359 $45.7M 11.72% +314,989 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 875,065 $43.2M 0.03% +9,686 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 828,585 $40.9M +30,444 Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 763,453 $37.7M 3.22% +9,040 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 725,336 $35.8M 0.05% -554,570 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 721,246 $35.6M 0.04% -221,256 13F-HR Timeline Group SACHEM HILL LLC More: the full row for SACHEM HILL LLC 715,970 $35.4M 6.85% -8,449 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 693,596 $34.3M 0.05% -264,673 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 677,831 $33.5M 6.68% +18,588 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 607,919 $30M 0.03% -3,870 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 590,373 $29.2M 0.04% -95,459 13F-HR Timeline Group COFG Advisors, LLC More: the full row for COFG Advisors, LLC 556,905 $27.5M 6.8% +4,350 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 556,186 $27.5M 5.41% +20,603 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 521,611 $25.8M 5.7% -29,563 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 494,440 $24.4M 8.37% -5,463 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 493,713 $24.4M 0.06% +21,805 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 453,194 $22.4M 0.03% +2,152 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 432,988 $21.4M 4.2% +8,684 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 409,939 $20.3M 0.1% +108,805 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 417,881 $20.2M <0.01% -18,253 13F-HR/A Timeline Group Financial Insights, Inc. More: the full row for Financial Insights, Inc. 396,701 $19.6M 6.35% +29,902 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 360,685 $17.8M 0.05% -98,747 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 354,816 $17.5M 0.33% +26,041 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 347,913 $17.2M 4.32% +3,694 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 314,782 $15.6M 4.06% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 311,310 $15.4M 4.74% +38,421 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 310,595 $15.3M 0.01% +15,932 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 310,116 $15.3M 0.02% +270,675 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 312,753 $15M 0.01% +34,310 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 277,570 $13.7M 0.06% +119,862 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 276,423 $13.7M 0.1% +21,239 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 276,098 $13.6M 0.15% +2,977 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 272,546 $13.5M 0.96% -194,568 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 271,799 $13.4M 0.98% +26,462 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 270,482 $13.4M 0.98% +7,897 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 270,420 $13.4M 0.02% -19,406 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 256,522 $12.7M 1.49% -32,167 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 255,234 $12.6M 0.03% +35,932 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 246,300 $12.2M 10.17% +121,307 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 240,072 $11.9M 0.19% +58,489 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 227,847 $11.3M 1.11% -1,258 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 227,074 $11.2M 0.09% +1,236 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 221,500 $10.9M -86,087 Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 219,774 $10.9M 1.96% +13,682 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 216,330 $10.7M 1.54% +2,398 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 202,348 $10M 0.2% -34,491 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 199,828 $9.87M 0.37% +24,274 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 194,933 $9.79M 0.09% +3,253 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 195,478 $9.66M -107,892 Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 188,914 $9.33M 2.58% +22,718 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 182,083 $8.99M 6.23% -15,380 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 179,394 $8.86M 0.23% -6,421 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 179,317 $8.86M 2.5% -13,037 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 176,574 $8.72M 0.1% -6,238 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 179,222 $8.65M 5.96% +28,480 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 163,562 $8.08M 7.28% +1,933 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 160,558 $7.93M 0.01% +18,704 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 160,160 $7.91M 0.47% -631 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 155,064 $7.46M 0.05% +8,544 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 149,613 $7.39M 2.93% +5,704 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 148,473 $7.33M 0.01% -6,813 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 146,150 $7.22M 0.63% +4,018 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 145,437 $7.18M 0.08% +29,516 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 139,434 $6.89M 2.82% +618 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 138,374 $6.84M 4.23% +3,624 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 137,462 $6.79M 0.69% -1,830 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 135,766 $6.71M 0.01% +5,283 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 134,284 $6.69M 0.7% +37,833 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 131,770 $6.51M 1.24% +7,858 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 130,130 $6.43M 1.94% +6,351 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 126,892 $6.27M 5.7% -959 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 124,492 $6.15M 1.39% -150 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 123,132 $6.08M 0.27% -1,850 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 115,168 $5.77M 2.92% -4,659 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 116,561 $5.76M 2.92% 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 113,752 $5.62M 1.73% +8,007 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 110,223 $5.45M 3.65% +4,321 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 105,321 $5.33M -36,401 Timeline MAI Capital Management More: the full row for MAI Capital Management 106,355 $5.25M 0.03% +1,139 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 103,839 $5.13M 0.12% +17,834 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 103,663 $5.12M 0.55% +444 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 101,659 $5.02M 0.13% -303,897 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 101,459 $5.01M 0.07% +15,425 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 98,425 $4.86M 1.24% new 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 96,617 $4.77M 3.25% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 92,377 $4.56M 2.12% +82,720 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 87,396 $4.54M 0.09% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 89,244 $4.41M 3.08% -22,053 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 88,421 $4.37M 0.02% -8,173 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 87,684 $4.33M 0.14% -328 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 82,308 $4.07M 1.71% -197,712 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 78,478 $3.88M 1.6% +32,850 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 76,887 $3.8M 2.34% -1,833 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 76,030 $3.76M 0.02% -322 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 75,961 $3.75M 0.09% -2,666 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 73,370 $3.62M 2.43% +2,245 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 73,028 $3.61M 0.06% +3,003 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 73,008 $3.61M 1.58% +10,005 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 71,959 $3.55M 0.08% +2,566 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 71,610 $3.54M 0.01% +963 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 71,061 $3.51M 0.07% -6,119 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 70,861 $3.5M 0.01% +13,743 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 68,671 $3.39M 1.59% -2,714 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 67,937 $3.36M 0.37% -2,610 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 67,474 $3.33M 0.04% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 66,863 $3.3M 0.15% -10,253 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 65,642 $3.24M <0.01% +7,359 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 65,402 $3.23M 0.02% +14,456 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 63,449 $3.13M 0.22% +23,432 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 60,892 $3.01M <0.01% +22,741 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 60,496 $2.99M 1.04% -10,866 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 59,352 $2.93M 0.01% +104 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 59,303 $2.93M 0.01% +166 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 58,518 $2.89M 0.07% +549 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 57,842 $2.86M 0.47% +881 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 56,863 $2.81M 0.17% -2,886 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 56,047 $2.77M 0.03% +5,541 13F-HR Timeline Group Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 55,120 $2.72M 2.44% +32,140 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 54,808 $2.71M 0.26% +807 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 53,941 $2.66M <0.01% +4,568 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 53,869 $2.66M 0.24% -1,394 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 53,726 $2.65M 0.11% +1,904 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 52,928 $2.61M 0.28% +600 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 52,792 $2.61M 0.1% +46,501 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 51,383 $2.54M 0.01% -646 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 51,149 $2.53M 2.24% +6,912 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 49,846 $2.46M 0.13% -536 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 47,119 $2.44M 0.07% new 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 45,225 $2.23M 0.9% -1,050 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 43,669 $2.16M 0.05% +2,586 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 43,664 $2.16M <0.01% -3,972 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 43,191 $2.13M 0.77% -131 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 40,813 $2.02M 0.06% +14,904 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 38,737 $1.91M 0.03% +25,126 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 39,370 $1.9M 0.07% +39,092 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 37,611 $1.86M 0.14% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 36,529 $1.8M 0.37% -40,239 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 35,694 $1.76M <0.01% +549 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 35,624 $1.76M 0.03% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 35,243 $1.74M 0.02% -158 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 34,987 $1.69M 0.11% -5,515 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 33,716 $1.67M 0.45% -21,325 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 32,809 $1.62M 0.35% +210 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 32,739 $1.62M 1.23% +11,759 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 32,405 $1.6M 0.03% -300 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 32,167 $1.59M 0.13% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 31,342 $1.55M 0.01% -1,080 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 31,177 $1.54M 1.18% +581 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 31,158 $1.54M 0.63% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 31,085 $1.54M 0.8% +5,724 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. 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