Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,078 $149K <0.01% -716 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,071 $149K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9,818 $145K <0.01% -3,447 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,631 $143K 0.01% +224 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,416 $139K <0.01% -4,614 13F-HR/A Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 9,400 $139K 0.04% -1,326 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,220 $137K <0.01% -608 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,611 $113K 0.04% +500 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,346 $109K <0.01% +343 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,419 $95.1K <0.01% -2,582 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,103 $90.4K <0.01% -11,760 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6,086 $90.1K 0.03% -5,119 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5,632 $83.4K 0.06% +100 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 5,500 $81.5K 0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,403 $80K <0.01% -3,181 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 4,445 $66K 0.03% -785 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,000 $59.2K 0.05% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,621 $53.6K 0.01% -1,013 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,500 $51.8K 0.04% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,496 $51.8K 0.01% -473 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,381 $50.1K 0.03% 13F-HR/A Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,358 $49.7K 0.02% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,347 $49.6K 0.02% -207 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,207 $47.5K 0.04% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,194 $47.3K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2,990 $44.3K 0.02% +185 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 2,875 $42.6K 0.02% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,762 $40.9K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,678 $39.5K <0.01% +1,789 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,633 $39K <0.01% -3,637 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,620 $38.8K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,526 $37.3K 0.01% -19 13F-HR Timeline Trust Co More: the full row for Trust Co 2,463 $36.5K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,300 $34.1K 0.01% -21,094 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,261 $33.5K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,249 $33.3K <0.01% -162 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,238 $33.1K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,228 $33K <0.01% -2,606 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,118 $31.4K 0.02% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,084 $30.9K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,078 $30.8K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,000 $29.6K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,000 $29.6K 0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,900 $28K 0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,785 $26.4K <0.01% -1,000 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,762 $26.1K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,730 $25.6K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,644 $24.4K 0.01% +82 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,617 $23.9K 0.02% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,640 $23.9K <0.01% +67 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,504 $22.3K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,500 $22.2K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,430 $21.2K <0.01% +291 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,421 $21K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,375 $20.4K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,315 $19.5K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,256 $18.6K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,168 $17.3K <0.01% -987 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,147 $17K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,145 $16.6K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,000 $14.8K <0.01% -529 13F-HR Timeline Group Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 1,000 $14.8K 0.01% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 938 $13.9K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 906 $13.4K <0.01% +375 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 900 $13.3K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 685 $10.1K <0.01% +193 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 668 $9.89K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 643 $9.53K <0.01% -587 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 568 $8.38K <0.01% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 563 $8.34K 0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 500 $7.41K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 472 $6.99K <0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 449 $6.65K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 403 $5.97K 0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 400 $5.92K <0.01% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 371 $5.5K <0.01% -618 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 367 $5.43K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 300 $4.44K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 282 $4.18K <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 287 $4.15K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 225 $3.33K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 218 $3.23K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 200 $2.96K <0.01% 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 183 $2.71K <0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 136 $2.02K <0.01% +11 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 96 $1.42K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 84 $1.24K <0.01% -24 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 82 $1.21K <0.01% 0 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 75 $1.11K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 61 $900 <0.01% +5 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 50,704 $15 <0.01% -38,921 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 5 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios.