NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,149,169 $128M 0.08% +3,818 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,484,144 $88.6M 0.01% +399,193 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,367,217 $81.6M <0.01% +13,815 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/ 768,171 $45.8M <0.01% -8,523 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 707,508 $42.2M 0.01% +52,868 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 680,250 $40.6M 0.04% +35,457 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 626,383 $37.4M 0.49% +59,134 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 516,712 $30.8M 0.01% +16,766 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 472,463 $28.2M 0.09% -15,965 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 444,569 $26.5M 0.01% +4,375 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 429,117 $25.6M 0.25% +16,870 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 395,743 $23.6M 1.03% -11,326 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 333,911 $19.9M 0.08% -10,081 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 329,124 $19.6M 0.46% -1,093 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 320,641 $19.1M 0.07% +85,833 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 311,899 $18.6M 0.03% -98,054 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 299,400 $17.9M 0.01% -6,510 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 288,325 $17.2M <0.01% +13,683 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 253,776 $15.1M 0.93% -154 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 240,875 $14.4M <0.01% +21,800 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 236,077 $14.1M 2.34% +6,473 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 231,217 $13.8M 0.02% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 226,651 $13.5M -19,760 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 212,695 $12.7M 0.05% -6,522 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 204,914 $12.2M -2,981 Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 189,612 $11.3M 0.88% -18,808 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 186,392 $11.1M <0.01% +5,527 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 174,000 $10.4M 0.68% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 173,921 $10.4M 0.01% -2,706 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 169,259 $10.1M 6.21% +5,747 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 168,678 $10.1M 0.01% +594 13F-HR Timeline Group William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 160,269 $9.56M 8.06% +513 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 151,863 $9.06M 0.01% -7,109 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 146,626 $8.75M 0.79% -4,056 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 143,228 $8.55M 0.01% -8,834 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 141,283 $8.48M 0.01% -84 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 137,816 $8.22M <0.01% -6,926 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 120,589 $7.2M <0.01% +2,054 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 118,307 $7.06M 0.08% -1,039 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 115,531 $6.89M 0.1% -4,944 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 115,153 $6.87M 0.01% -1,877 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. 113,148 $6.75M <0.01% -5,495 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 110,965 $6.62M 0.02% -14,275 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 109,631 $6.54M 0.03% +10,362 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 107,186 $6.4M 0.05% +1,136 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 98,895 $5.9M 0.01% -229 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 93,428 $5.57M 0.9% +509 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 91,955 $5.49M <0.01% -2,894 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 89,537 $5.34M 1.37% +1,485 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 86,821 $5.18M 0.31% -471 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 78,186 $4.67M 0.01% -6,989 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 76,297 $4.55M 0.03% +67,077 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 68,119 $4.06M 0.25% +5,982 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 67,470 $4.03M 0.07% -2,925 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 64,292 $3.84M 0.03% -511 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 63,941 $3.82M +28,387 Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 61,966 $3.7M 1.62% +75 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 61,153 $3.65M 0.41% +848 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 60,688 $3.62M 0.01% -1,101 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 58,317 $3.48M 0.01% +15,638 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 58,276 $3.48M 0.04% -1,671 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 57,363 $3.42M 0.58% +2,322 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 53,879 $3.21M 0.12% +717 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 52,534 $3.13M 0.51% +10,877 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 51,395 $3.07M 0.21% -13,806 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 47,906 $2.86M <0.01% +25,836 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 44,928 $2.68M 0.02% -2,170 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 40,243 $2.4M 0.94% +66 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 38,234 $2.28M 0.05% -34 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 37,769 $2.25M 0.17% +1,222 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 37,215 $2.22M 0.01% -1,441 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 34,402 $2.07M <0.01% +285 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 34,449 $2.06M 0.78% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 33,282 $1.99M 0.13% -417 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 31,127 $1.86M <0.01% 0 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 29,872 $1.81M 0.83% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 29,435 $1.76M 0.01% +14,186 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 29,327 $1.75M 0.13% +3,453 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 27,700 $1.65M 0.1% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 27,385 $1.63M <0.01% -1,247 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 27,306 $1.63M 0.05% -432 13F-HR/A Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 26,523 $1.59M 0.04% +697 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 26,084 $1.56M 0.05% -23,050 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 25,821 $1.54M <0.01% -1,764 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 25,645 $1.53M <0.01% -8,970 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 25,212 $1.5M <0.01% -8,450 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 24,302 $1.45M 0.03% +13,625 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 23,606 $1.41M 0.02% -1,161 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 23,218 $1.39M 0.22% +7,285 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 23,172 $1.38M 0.55% +27 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 23,147 $1.38M 0.64% -3,548 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 22,765 $1.36M 0.03% +345 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22,409 $1.34M <0.01% +13,421 13F-HR/A Timeline Group jvl associates llc More: the full row for jvl associates llc 21,912 $1.31M 0.43% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,734 $1.3M 0.01% -4,136 13F-HR Timeline Group McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 21,449 $1.28M 0.53% -2,913 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 21,403 $1.28M 0.01% -136 13F-HR Timeline Group SFAM, LLC More: the full row for SFAM, LLC 21,208 $1.27M 1.16% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 21,165 $1.26M <0.01% -391 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 21,105 $1.26M 0.03% -166 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,033 $1.26M 0.05% -217 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,665 $1.23M <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20,361 $1.21M <0.01% -2,603 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,786 $1.12M <0.01% +141 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 18,753 $1.12M 0.01% -2,351 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,883 $1.07M <0.01% -524 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 17,664 $1.05M 0.09% -840 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 17,546 $1.05M 0.01% +4,594 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17,022 $1.02M 0.03% -8,406 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 16,351 $976K 0.02% +142 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,260 $970K <0.01% +373 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 16,165 $965K 0.35% -112 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 16,034 $957K 0.13% -425 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 15,908 $949K 0.06% new 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 15,854 $946K 0.26% -147 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,548 $928K 0.01% 0 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 15,058 $899K 0.57% -311 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 14,378 $897K 0.35% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,017 $896K 0.01% +14,176 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 14,755 $880K 0.05% +2 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 14,077 $840K 0.23% +4,683 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 14,009 $836K 0.01% +34 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 13,961 $833K 0.55% -445 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,893 $829K <0.01% -143 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,802 $824K 0.02% +90 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 13,382 $799K 0.06% -137 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 13,278 $792K 0.11% +664 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 13,261 $791K 0.49% +82 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 13,123 $783K 0.1% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 13,072 $780K 0.22% -4,642 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 12,941 $772K 0.27% +1,613 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 12,825 $765K 0.24% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 12,587 $751K 0.23% 0 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 12,418 $746K 0.3% +666 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,555 $702K 0.02% +2,846 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,597 $692K 0.02% -1,559 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,416 $681K 0.01% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 11,400 $680K 0.38% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 11,318 $675K <0.01% +10,525 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 11,127 $664K 0.02% new 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 11,027 $658K 0.48% -61 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,543 $629K <0.01% +917 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,516 $627K <0.01% -10,500 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 10,425 $622K 0.03% -1,320 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,202 $609K 0.01% new 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 10,149 $606K 0.02% -109 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,105 $603K 0.03% +508 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,756 $582K 0.01% -852 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 9,318 $556K 0.01% -184 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,178 $548K 0.01% +2,476 13F-HR Timeline Group 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 VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 9,000 $537K <0.01% 0 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 9,000 $537K 0.06% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,904 $531K 0.07% -20 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 8,749 $522K 0.14% -38 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8,653 $516K 0.07% +103 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,559 $514K 0.02% +486 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,524 $509K 0.01% +439 13F-HR/A Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,457 $505K 0.02% -125 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,348 $498K 0.01% +1,718 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 8,340 $498K 0.17% -249 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,307 $496K 0.01% +381 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 8,244 $492K <0.01% new 13F-HR/A Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 8,214 $490K 0.12% +660 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,888 $475K <0.01% new 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,837 $468K 0.01% +18 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,691 $459K <0.01% 13F-HR Timeline Group Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 7,576 $452K 0.3% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,464 $445K <0.01% -158 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 7,449 $444K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,432 $443K 0.15% +858 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 7,370 $440K 0.08% +2,150 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,056 $439K 0.02% +7,049 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 7,221 $431K 0.25% +437 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,119 $428K 0.01% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 7,016 $419K 0.06% -1,832 13F-HR Timeline Group American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 7,009 $418K 0.41% +80 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 6,897 $412K 0.04% 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,384 $381K 0.09% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 6,376 $380K 0.13% +61 13F-HR Timeline American Trust More: the full row for American Trust 6,368 $380K 0.03% -82 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 6,231 $372K 0.19% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,137 $366K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,118 $365K 0.02% -32 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 6,068 $362K 0.33% 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,048 $361K 0.01% 0 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 6,038 $360K 0.34% 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 5,990 $357K 0.3% -55 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 5,949 $355K 0.03% -100 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,731 $342K 0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,702 $340K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,662 $338K 0.01% +105 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,600 $334K 0.01% 0 13F-HR Timeline GWN SECURITIES INC. 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