NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,145,351 $132M 0.09% -89,690 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,353,402 $83.4M 0.01% -78,561 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,084,951 $66.9M <0.01% -129,756 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/ 776,694 $47.9M <0.01% -13,864 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 654,640 $40.3M 0.01% +30,172 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 644,793 $39.7M 0.05% +138,289 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 567,249 $35M 0.51% +29,219 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 499,946 $30.8M 0.01% +31,891 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 488,428 $30.1M 0.1% +21,808 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 440,194 $27.1M 0.01% +48,777 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 412,247 $25.4M 0.28% +81,573 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 409,953 $25.2M 0.04% +21,848 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 407,069 $25.1M 1.11% -70,201 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 343,992 $21.2M 0.1% -17,022 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 330,217 $20.3M 0.5% +14,812 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 305,910 $18.9M 0.01% -11,502 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 274,642 $16.9M <0.01% +14,061 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 253,930 $15.6M 1% -2,156 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 246,411 $15.2M -722 Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 234,808 $14.5M 0.05% -1,845 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 229,604 $14.1M 2.31% -3,573 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 219,217 $13.5M 0.05% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 219,075 $13.5M <0.01% -6,918 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 207,895 $12.8M -2,601 Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 208,420 $12.7M 1.05% -392 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 180,865 $11.1M <0.01% +4,844 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 176,627 $10.9M 0.01% -20,581 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 174,000 $10.7M 0.66% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 168,084 $10.4M 0.02% +28,568 13F-HR Timeline Group Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 163,512 $10.1M 6.34% +5,477 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 159,756 $9.84M 8.38% -439 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 158,972 $9.8M 0.01% +917 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 152,062 $9.37M 0.01% -1,496 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 150,682 $9.29M 0.84% -14,976 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 144,742 $8.92M -10,947 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 141,367 $8.71M 0.01% +15,240 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 125,240 $7.72M 0.02% +8,064 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 120,475 $7.42M 0.1% +108 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 119,346 $7.35M 0.09% -11,821 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. 118,643 $7.31M <0.01% -3,027 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 118,535 $7.3M <0.01% +16,664 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 117,030 $7.21M 0.01% -1,820 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 106,050 $6.53M 0.05% -4,081 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 99,269 $6.12M 0.03% +8,940 13F-HR/A Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 99,124 $6.11M 0.01% -3,946 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 94,849 $5.84M <0.01% -8,887 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 92,919 $5.73M 0.94% -1,268 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 88,052 $5.43M 1.41% +1,110 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 87,292 $5.38M 0.27% +1,229 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 85,175 $5.25M 0.01% -4,526 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 74,886 $4.61M 0.04% -29,058 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 70,395 $4.34M 0.09% +78 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 65,201 $4.02M 0.27% -8,487 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 64,803 $3.99M 0.03% +4,516 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 62,137 $3.83M 0.24% +7,758 13F-HR/A Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 61,891 $3.81M 1.72% +1,866 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 61,789 $3.81M 0.01% -1,684 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 60,305 $3.72M 0.44% +505 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 59,947 $3.69M 0.04% -3,839 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 55,041 $3.39M 0.58% +129 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 53,162 $3.28M 0.13% +3,297 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 49,134 $3.03M 0.1% -1,471 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 47,098 $2.9M 0.02% -722 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 42,679 $2.63M 0.01% +52 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 41,657 $2.57M 0.45% +35 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 40,177 $2.48M 1.01% +224 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 38,656 $2.38M 0.01% -8 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 38,374 $2.37M 0.45% +3,699 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 38,268 $2.36M 0.05% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 36,547 $2.25M 0.19% +38 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 35,554 $2.19M 0.04% +3,043 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 34,615 $2.13M 0.01% +2,281 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 34,117 $2.08M <0.01% -6,024 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 33,699 $2.08M 0.13% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 33,662 $2.07M <0.01% +335 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 31,127 $1.92M <0.01% -100 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 28,632 $1.76M <0.01% -3,063 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 27,738 $1.71M 0.05% +5,912 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 27,700 $1.71M 0.11% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 27,585 $1.7M <0.01% -340 13F-HR Timeline Group Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 26,695 $1.64M 0.8% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 25,874 $1.59M 0.12% +2,865 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 25,870 $1.59M 0.01% +1,440 13F-HR/A Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,826 $1.59M 0.04% +658 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 25,428 $1.57M 0.05% 0 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 24,767 $1.53M 0.03% +465 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 24,362 $1.5M 0.63% -533 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 23,145 $1.43M 0.6% +1,399 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 22,964 $1.42M <0.01% +178 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 22,420 $1.4M 0.03% +145 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,070 $1.36M <0.01% +13,751 13F-HR Timeline Group jvl associates llc More: the full row for jvl associates llc 21,912 $1.35M 0.45% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 21,556 $1.33M <0.01% -184 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 21,539 $1.33M 0.01% -265 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 21,271 $1.31M 0.03% -244 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,250 $1.31M 0.05% -462 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 21,104 $1.3M 0.02% -3,629 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 21,016 $1.3M 0.01% +8 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,645 $1.15M <0.01% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 18,504 $1.14M 0.1% -825 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 18,407 $1.13M <0.01% -6,439 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 17,714 $1.09M 0.31% -2,647 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 16,459 $1.01M 0.15% -3,335 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 16,277 $1M 0.37% -968 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 16,209 $999K 0.02% -58 13F-HR/A Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 16,001 $986K 0.31% -1,539 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 15,933 $982K 0.16% +1,678 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,887 $979K <0.01% -337 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 15,557 $959K 0.05% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,548 $958K 0.01% +10,525 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 15,531 $957K 0.14% 0 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 15,369 $947K 0.69% +58 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,249 $940K <0.01% +129 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 14,753 $909K 0.05% +399 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 14,527 $895K 0.4% -1,029 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 14,406 $888K 0.61% -305 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,036 $865K <0.01% +3,291 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 13,975 $861K 0.01% -1,479 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,712 $845K 0.02% -39 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 13,519 $833K 0.06% 0 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 13,179 $812K 0.51% +46 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,156 $811K 0.02% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 13,123 $809K 0.11% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,952 $798K 0.01% 0 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 12,825 $790K 0.26% -590 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 12,614 $777K 0.12% +490 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 12,587 $776K 0.24% -9 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 11,752 $724K 0.32% -2,189 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 11,745 $724K 0.04% -2,548 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,416 $703K 0.01% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 11,400 $702K 0.36% 0 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,328 $698K 0.26% +1,222 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 11,088 $683K 0.54% -1,808 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,677 $658K 0.02% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,608 $654K 0.02% +956 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 10,258 $632K 0.02% +34 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,626 $593K <0.01% -1,062 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,597 $591K 0.02% +171 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,502 $586K 0.01% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 9,394 $579K 0.15% -653 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,220 $568K <0.01% -6,283 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 9,000 $555K <0.01% new 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 9,000 $555K 0.06% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,988 $554K <0.01% new 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,924 $547K 0.08% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 8,848 $545K 0.08% -150 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 8,787 $541K 0.15% -12 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 8,892 $538K 0.03% 0 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,709 $535K 0.01% +5,019 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 8,589 $529K 0.19% -292 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,582 $529K 0.03% +33 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8,550 $527K 0.07% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,085 $498K 0.01% +391 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,073 $497K 0.02% +362 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,926 $488K 0.01% -134 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,819 $482K 0.01% +537 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 7,658 $472K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,622 $470K <0.01% +7 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 7,554 $465K 0.12% +262 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,389 $455K 0.01% -11,982 13F-HR Timeline InvesTrust More: the full row for InvesTrust 7,040 $434K 0.16% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7,000 $431K 0.16% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 6,929 $427K 0.42% 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 6,784 $418K 0.24% +110 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,702 $413K 0.01% -1,407 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 6,680 $412K 0.07% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,630 $409K 0.01% -100 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,574 $405K 0.14% +212 13F-HR Timeline American Trust More: the full row for American Trust 6,450 $397K 0.03% +215 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,384 $393K 0.09% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 6,315 $389K 0.13% -1,806 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,150 $379K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,137 $378K 0.01% +71 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 6,049 $373K 0.04% -35 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,048 $373K 0.02% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,045 $372K 0.33% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,926 $365K <0.01% -425 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,921 $365K <0.01% -500 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,942 $364K <0.01% +2,303 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,731 $353K 0.01% -80 13F-HR Timeline Group MATHER GROUP, LLC. 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