NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,147,157 $132M 0.11% +68,086 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,455,890 $89.6M 0.01% -100,152 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,389,480 $85.5M 0.01% -210,295 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/ 977,577 $60.2M 0.01% +168,796 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 626,390 $38.5M 0.01% +39,622 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 480,915 $29.6M 1.55% +30,542 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 479,547 $29.5M 0.11% +7,301 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 475,880 $29.3M 0.06% +50,905 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 466,758 $28.7M 0.53% +25,080 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 465,141 $28.6M 0.01% +69,295 13F-HR/A Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 413,484 $25.4M 0.12% -126,128 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 377,491 $23.2M +7,906 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 354,996 $21.8M 0.01% +1,374 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 334,848 $20.6M 0.02% -12,100 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 334,084 $20.6M 0.33% +13,300 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 319,196 $19.6M 0.55% -2,897 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 307,433 $18.9M 0.04% +57,832 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 262,173 $16.1M <0.01% +56,065 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 254,275 $15.6M 1.22% -18,996 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 251,014 $15.4M 0.03% +127,952 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 243,154 $15M 0.06% +3,247 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 231,777 $14.3M 2.75% +4,378 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 227,125 $14M 1.18% -3,851 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 224,721 $13.8M <0.01% -111,698 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 223,227 $13.7M 0.06% +1,544 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 217,499 $13.4M -3,528 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 203,069 $12.5M 0.02% +9,708 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 201,655 $12.4M 0.01% -2,105 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 196,367 $12.1M 1.41% -9,073 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 174,000 $10.7M 0.79% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 162,808 $10M 0.02% +11,093 13F-HR Timeline Group William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 158,720 $9.77M 9.15% +1,779 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 157,247 $9.68M <0.01% -9,264 13F-HR Timeline Group Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 154,379 $9.5M 7.02% +3,735 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 148,116 $9.11M 0.13% -24,825 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 140,190 $8.63M 0.01% -48,309 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 137,698 $8.47M 0.02% -1,179 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 122,380 $7.53M <0.01% -7,939 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 119,914 $7.38M 0.13% -11,227 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 119,891 $7.38M 0.01% -4,548 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 118,789 $7.31M <0.01% -72,266 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 111,615 $6.87M 0.03% +93,208 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 110,915 $6.82M 0.02% -2,200 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 105,035 $6.46M <0.01% +860 13F-HR Timeline Group Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 105,278 $6.41M 3.06% +5,310 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 102,011 $6.28M 0.09% -10,465 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 95,409 $5.87M 1.08% -2,957 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 93,024 $5.72M 0.03% +18,405 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 91,555 $5.63M 0.01% -1,422 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 91,084 $5.62M <0.01% -48,264 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 88,835 $5.47M 0.03% +7,405 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 86,605 $5.33M 0.31% -3,442 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 86,460 $5.32M 1.53% -472 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 81,376 $5.01M 0.42% -6,392 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 79,330 $4.88M 1.09% +1,286 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 76,744 $4.72M 0.06% +3,752 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 67,137 $4.13M 1.94% +7,708 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 65,282 $4.02M 0.05% -3,276 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 57,589 $3.54M 0.51% -2,348 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 56,705 $3.49M 0.03% -415 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 51,442 $3.17M 0.66% -572 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 49,949 $3.07M 0.16% -2,498 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 47,188 $2.9M 1.58% -409 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 45,839 $2.82M 0.01% -4,386 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 45,023 $2.77M 0.01% +3,386 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 43,865 $2.7M <0.01% +41,631 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 42,750 $2.63M 0.01% +3,667 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 41,750 $2.57M 0.02% -1,141 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 39,971 $2.46M 1.2% +67 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 39,437 $2.43M 0.01% -1,676 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 37,604 $2.31M 0.47% +3,721 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 37,468 $2.31M 0.06% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 36,474 $2.24M 0.22% +1 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,802 $2.14M <0.01% +7,716 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 34,437 $2.12M <0.01% -11,791 13F-HR Timeline Group Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 33,914 $2.09M 1.03% +172 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 33,699 $2.07M 0.16% -1,460 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 33,427 $2.06M 0.01% -230 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 32,795 $2.02M 0.45% +885 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 31,000 $1.91M 0.14% 0 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 29,894 $1.8M -24,264 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,596 $1.7M 0.01% -4,323 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 31,032 $1.69M <0.01% -168 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 27,399 $1.69M <0.01% -8,079 13F-HR/A Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 27,081 $1.67M 0.42% +1,473 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 25,428 $1.56M 0.05% -9,001 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 25,134 $1.55M 0.03% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 25,027 $1.54M 0.04% -2,392 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 24,970 $1.54M 0.75% -96,004 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 24,963 $1.54M 0.05% -178 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 24,883 $1.53M 0.49% -13,528 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 24,777 $1.52M 0.01% -156 13F-HR/A Timeline Group Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 24,260 $1.49M 1.58% -3,848 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 23,792 $1.46M 0.06% -1,439 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,994 $1.42M <0.01% +5,251 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 22,193 $1.37M 0.04% -4,316 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 21,912 $1.35M 0.54% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 21,804 $1.34M 0.01% +10 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 21,704 $1.34M <0.01% -2,699 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 21,696 $1.33M <0.01% +172 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,995 $1.31M 0.04% -1,226 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 21,212 $1.3M 0.05% +8,501 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,191 $1.3M 0.06% -2,563 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 21,000 $1.29M 0.01% +10,615 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20,973 $1.29M 0.16% +3,282 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 19,739 $1.21M 0.22% -965 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 19,562 $1.2M 0.34% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 19,374 $1.19M 0.11% -1,775 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 18,453 $1.14M 0.61% +423 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 17,540 $1.08M 0.38% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 17,161 $1.06M 0.46% -346 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 16,853 $1.04M 0.02% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 16,550 $1.02M 0.09% 0 13F-HR/A Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 16,452 $1.01M 0.02% +12,990 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,398 $1.01M 0.01% -961 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 15,800 $972K 0.01% -1,270 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 15,588 $959K 0.5% -643 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 15,557 $957K 0.05% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,548 $957K 0.01% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 15,531 $956K 0.18% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,502 $954K 0.01% 0 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 15,172 $934K 0.77% -225 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 14,392 $886K 0.05% -729 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 14,275 $878K 0.06% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 14,182 $873K 0.54% -31,095 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 14,110 $868K 0.66% -71 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 13,999 $861K 0.42% -92 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 13,538 $833K 0.08% -191 13F-HR Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 13,441 $827K 0.76% -13,895 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,182 $811K 0.03% +67 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 13,123 $807K 0.12% 0 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 13,091 $805K 0.6% +129 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 13,015 $801K 0.3% -106 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,963 $798K 0.03% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,952 $797K 0.01% new 13F-HR/A Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 12,915 $795K 0.28% -4,800 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 12,251 $754K 0.14% -242 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 12,180 $749K 0.27% -1,391 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 12,128 $746K 0.16% +1,269 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,114 $745K <0.01% -1,431 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 11,658 $717K 0.06% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,416 $702K 0.01% -650 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 11,400 $701K 0.41% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 10,908 $671K 0.24% -21 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 10,870 $670K 0.23% +4 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,679 $657K 0.02% -753 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,676 $657K 0.02% +739 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,622 $654K 0.02% +10,588 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,995 $615K 0.02% -1,107 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,862 $607K <0.01% -187 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,860 $607K <0.01% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,636 $593K <0.01% +3,129 13F-HR Timeline Group Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 9,555 $588K 0.18% +4,683 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,502 $585K 0.01% 0 13F-HR/A Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 9,480 $583K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,426 $580K 0.03% -288 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 9,285 $571K 0.25% +114 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 9,235 $568K <0.01% 0 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 9,077 $559K 0.11% 0 13F-HR/A Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 9,000 $554K <0.01% 0 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 9,000 $554K 0.07% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,954 $551K 0.03% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 9,467 $543K 0.11% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 8,892 $538K 0.04% -664 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8,550 $526K 0.09% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,549 $526K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,530 $525K 0.01% +989 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,460 $521K 0.01% +7,460 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,168 $503K 0.07% -20,044 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,870 $484K 0.01% +37 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 7,784 $479K <0.01% +898 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,754 $477K 0.01% -981 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,658 $471K <0.01% 0 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 7,472 $460K 0.19% +29 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,335 $454K 0.02% +433 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,317 $450K 0.01% +458 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 7,282 $448K 0.08% +730 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 7,123 $438K 0.01% -37,160 13F-HR Timeline Group InvesTrust More: the full row for InvesTrust 7,040 $433K 0.12% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7,000 $431K 0.18% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,897 $424K 0.03% 0 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,881 $423K <0.01% -794 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,760 $416K 0.02% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 6,680 $411K 0.08% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,645 $410K 0.19% +195 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,546 $403K <0.01% -1,330 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 6,507 $400K 0.3% +755 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,473 $398K 0.03% -162 13F-HR Timeline Geneos Wealth Management Inc. 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