NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,235,041 $137M 0.1% +87,884 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,431,963 $87.6M 0.01% +42,483 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,214,707 $74.3M 0.01% -241,183 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/ 790,558 $48.4M <0.01% -187,019 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 624,468 $38.2M 0.01% -1,922 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 538,030 $32.9M 0.52% +71,272 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 506,504 $31M 0.05% +30,624 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 477,270 $29.2M 1.39% -3,645 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 468,055 $28.6M 0.01% +2,914 13F-HR/A Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 466,620 $28.5M 0.1% -12,927 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 391,417 $23.9M 0.01% +36,421 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 388,105 $23.8M 0.04% +80,672 13F-HR/A Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 361,014 $22.1M 0.11% -52,470 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 330,674 $20.2M 0.27% -3,410 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 317,412 $19.4M 0.02% -17,436 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 315,405 $19.3M 0.51% -3,791 13F-HR Timeline 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 260,581 $15.9M <0.01% -1,592 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 256,086 $15.7M 1.12% +1,811 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 247,133 $15.1M -130,358 Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 236,653 $14.5M 0.05% -6,501 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 233,177 $14.3M 2.4% +1,400 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 225,993 $13.8M <0.01% +1,272 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 219,217 $13.4M 0.05% -4,010 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 210,496 $12.9M -7,003 Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 208,812 $12.8M 1.05% -18,313 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 197,208 $12.1M 0.02% -5,861 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 176,021 $10.8M <0.01% +57,232 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 174,000 $10.6M 0.68% 0 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 165,658 $10.1M 1.07% -30,709 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 160,195 $9.8M 8.55% +1,475 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 158,055 $9.67M 0.01% -4,753 13F-HR Timeline Group Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 158,035 $9.67M 6.52% +3,656 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 155,689 $9.52M -1,558 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 153,558 $9.39M 0.01% +13,368 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 139,516 $8.53M 0.02% +1,818 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 131,167 $8.02M 0.1% -16,949 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. 121,670 $7.44M <0.01% -710 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 120,367 $7.36M 0.11% +453 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 118,850 $7.27M 0.01% -1,041 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 117,176 $7.17M 0.03% +5,561 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 110,131 $6.74M 0.08% +8,120 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 103,944 $6.36M 0.07% +100,502 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 103,736 $6.34M <0.01% -1,299 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 103,070 $6.3M 0.02% -7,845 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 101,871 $6.23M <0.01% +10,787 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 126,127 $6.23M 0.01% -124,887 13F-HR/A Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 94,836 $5.8M 0.03% +1,812 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 94,187 $5.76M 1% -1,222 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 90,329 $5.52M 0.03% +1,494 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 89,701 $5.49M 0.01% -1,854 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 86,942 $5.32M 1.45% +482 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 86,063 $5.26M 0.28% -542 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 79,464 $4.86M 1.17% +134 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 73,688 $4.51M 0.34% -7,688 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 70,317 $4.3M 0.11% new 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 63,786 $3.9M 0.05% -1,496 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 63,473 $3.88M 0.01% +20,723 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 60,287 $3.69M 0.03% +3,582 13F-HR Timeline Group ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 60,025 $3.67M 1.8% -7,112 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 59,800 $3.66M 0.48% +2,211 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 54,912 $3.36M 0.63% +3,470 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 54,379 $3.33M 0.22% +42,721 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 50,605 $3.1M 0.11% +26,813 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 49,865 $3.05M 0.13% -84 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 47,820 $2.92M 0.02% +6,070 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 46,103 $2.82M 0.06% -30,641 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 42,627 $2.61M 0.01% +3,190 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 41,622 $2.55M 0.49% +4,018 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 40,141 $2.48M <0.01% -5,698 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 39,953 $2.44M 1.09% -18 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 38,664 $2.36M 0.01% -6,359 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 38,268 $2.34M 0.06% +800 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 36,509 $2.23M 0.2% +35 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 35,802 $2.19M <0.01% -8,063 13F-HR Timeline Group Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 34,857 $2.13M 0.97% +943 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 34,675 $2.12M 0.43% +1,880 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 33,699 $2.06M 0.14% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 33,327 $2.04M <0.01% -1,110 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 32,511 $1.99M 0.04% +2,617 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 32,334 $1.98M 0.01% +9,340 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 31,695 $1.94M <0.01% -1,732 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 31,227 $1.91M <0.01% +195 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 27,925 $1.71M <0.01% +526 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 27,700 $1.69M 0.12% -3,300 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 25,428 $1.56M 0.06% 0 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,168 $1.54M 0.04% +205 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 24,895 $1.52M 0.68% -75 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,846 $1.52M <0.01% -2,750 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 24,733 $1.51M 0.02% +8,281 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 24,430 $1.49M 0.01% -347 13F-HR/A Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 24,302 $1.49M 0.03% -832 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 23,009 $1.41M 0.15% +2,036 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 22,275 $1.39M 0.03% +280 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 22,786 $1.39M <0.01% +1,082 13F-HR Timeline Group Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 22,663 $1.39M 1.34% -1,597 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 21,912 $1.34M 0.48% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 21,826 $1.33M 0.04% +614 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 21,804 $1.33M 0.01% 0 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 21,746 $1.33M 0.64% +3,293 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 21,740 $1.33M <0.01% +44 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,712 $1.33M 0.05% +521 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 21,515 $1.32M 0.03% -678 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 21,008 $1.28M 0.01% +8 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 20,361 $1.25M 0.37% -4,522 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 19,794 $1.21M 0.2% +55 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 19,371 $1.18M 0.03% -5,656 13F-HR/A Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 19,329 $1.18M 0.1% -45 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,645 $1.14M <0.01% +16,629 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 17,540 $1.07M 0.34% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 17,245 $1.05M 0.42% +84 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 16,677 $1.02M 0.08% +127 13F-HR/A Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 16,267 $995K 0.02% -586 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,224 $992K 0.01% -174 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 15,557 $951K 0.05% 0 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 15,556 $951K 0.46% -32 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 15,531 $950K 0.16% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,503 $948K 0.01% +1 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 15,454 $945K 0.01% -346 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 15,311 $936K 0.67% +139 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,120 $925K <0.01% +3,006 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 14,711 $900K 0.65% +601 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 14,354 $878K 0.05% +79 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 14,293 $874K 0.05% -99 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 14,255 $872K 0.16% +2,127 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 13,941 $853K 0.4% -58 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,751 $841K 0.02% +569 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 13,519 $827K 0.07% -19 13F-HR Timeline Group Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 13,415 $820K 0.28% +500 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 13,133 $803K 0.54% +42 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 13,123 $803K 0.12% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,952 $792K 0.01% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 12,896 $789K 0.67% -545 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 12,596 $770K 0.26% -419 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 12,124 $741K 0.12% -127 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,416 $698K 0.01% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 11,400 $697K 0.39% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,745 $657K <0.01% +885 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,688 $654K <0.01% +1,052 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,677 $653K 0.02% +1 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,224 $625K 0.02% -455 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 10,106 $618K 0.26% new 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 10,047 $614K 0.17% +492 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,652 $590K 0.02% -343 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 9,502 $581K 0.01% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 9,480 $580K 0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,426 $576K 0.03% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,397 $575K 0.19% -1,511 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 9,000 $550K 0.07% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 8,998 $550K 0.09% -79 13F-HR/A Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,924 $546K 0.09% -543 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 8,914 $545K <0.01% -321 13F-HR Timeline Group Range Financial Group LLC More: the full row for Range Financial Group LLC 8,881 $543K 0.21% -404 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 8,799 $538K 0.17% +2,656 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 8,892 $532K 0.03% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8,550 $523K 0.08% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,549 $523K 0.03% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,319 $509K <0.01% -26,483 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 8,121 $497K 0.19% +649 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,109 $496K 0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,060 $493K 0.01% +190 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,973 $488K 0.03% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,711 $475K 0.02% +376 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,694 $471K 0.01% +377 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 7,658 $468K <0.01% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,615 $466K <0.01% -139 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 7,433 $457K 0.15% -3,437 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 7,292 $446K 0.13% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,282 $445K 0.01% new 13F-HR Timeline InvesTrust More: the full row for InvesTrust 7,040 $431K 0.17% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7,000 $428K 0.17% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,981 $427K <0.01% -2,881 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 6,910 $423K 0.01% -213 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,897 $422K 0.03% 0 13F-HR/A Timeline Group Argent Trust Co More: the full row for Argent Trust Co 6,760 $413K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,730 $412K 0.01% -1,730 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 6,680 $409K 0.07% 0 13F-HR Timeline Group Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 6,674 $408K 0.26% +167 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,642 $406K <0.01% -239 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,421 $393K <0.01% -125 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,362 $391K 0.15% -283 13F-HR Timeline American Investment Services, Inc. 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More: the full row for Sterling Investment Advisors, Ltd. 5,220 $319K 0.07% +160 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,186 $317K 0.01% 0 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/ 5,099 $312K <0.01% -196,556 13F-HR/A Timeline Group