NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,175,756 $135M 0.08% +26,587 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,522,970 $92.7M 0.01% +38,826 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,368,140 $84.7M 0.01% +923 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/ 773,812 $47.9M <0.01% +5,641 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 732,408 $45.3M 0.01% +24,900 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 700,801 $43.4M 0.54% +74,418 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 681,007 $42.1M 0.04% +757 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 556,029 $34.4M 0.01% +39,317 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 476,036 $29.5M 0.1% +3,573 13F-HR/A Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 450,569 $27.9M 0.3% +21,452 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 445,216 $27.6M 0.04% +133,317 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 444,386 $27.5M 0.01% -183 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 366,811 $22.7M <0.01% +78,486 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 357,977 $22.2M 0.08% +24,066 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 333,721 $20.7M 0.45% +4,597 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 317,704 $19.7M 0.07% -2,937 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 308,896 $19.1M 0.8% -86,847 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 293,228 $18.1M 0.01% -6,172 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 239,252 $14.8M 0.9% -14,524 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 239,041 $14.8M <0.01% -1,834 13F-HR/A Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 238,604 $14.8M +33,690 Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 234,984 $14.5M 2.38% -1,093 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 230,417 $14.3M 0.01% -800 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 227,485 $14.1M +834 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 208,784 $12.9M 0.05% -3,911 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 201,180 $12.5M 0.01% +49,317 13F-HR Timeline Group Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 176,916 $10.9M 6.62% +7,657 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 176,061 $10.9M 0.02% +2,140 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 166,202 $10.3M 0.01% -2,476 13F-HR Timeline Group William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 160,831 $9.95M 8.6% +562 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 154,512 $9.56M +16,696 Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 141,490 $8.76M 0.79% -5,136 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 139,725 $8.64M 0.01% -1,558 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 134,433 $8.32M 0.01% -8,795 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 125,738 $7.78M 0.02% +14,773 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 125,142 $7.75M 0.03% +15,511 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 115,497 $7.15M 0.1% -34 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 113,106 $7M 0.01% -2,047 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 113,095 $7M 0.08% -5,212 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 111,176 $6.88M 0.05% +3,990 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 110,420 $6.83M 0.57% -79,192 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 106,043 $6.56M <0.01% -7,105 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 98,346 $6.09M -549 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 92,316 $5.72M <0.01% -28,273 13F-HR/A Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 90,834 $5.62M 0.91% -2,594 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 89,767 $5.56M 1.47% +230 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 87,898 $5.44M 0.33% +1,077 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 86,456 $5.35M <0.01% -5,499 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 78,787 $4.88M 0.29% +10,668 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 73,824 $4.57M 2.17% +67,593 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 72,823 $4.51M 0.01% -5,363 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 68,180 $4.07M 0.03% +3,888 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 63,933 $3.96M 0.01% +3,245 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 63,720 $3.94M 0.61% +11,186 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 63,034 $3.9M 0.02% -13,263 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 60,666 $3.78M 0.06% -6,804 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 60,935 $3.77M 0.42% -218 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 59,711 $3.7M 1.62% -2,255 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 58,738 $3.64M 0.69% +1,375 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 58,276 $3.61M 0.13% +4,397 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 58,066 $3.59M 0.01% -251 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 55,241 $3.42M 0.04% -3,035 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 40,807 $2.72M 0.18% -10,588 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 40,144 $2.48M 1.04% -99 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 39,320 $2.43M 0.01% -5,608 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 38,751 $2.4M 0.19% +982 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 37,860 $2.34M 0.05% -374 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 36,769 $2.28M -27,172 Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 35,091 $2.17M 0.54% +642 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 33,282 $2.06M 0.14% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 31,808 $1.97M 0.15% +2,481 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 31,408 $1.94M <0.01% +5,587 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 30,927 $1.91M <0.01% 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 30,257 $1.87M 0.29% +7,039 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 30,071 $1.85M 0.84% +199 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 29,243 $1.81M 0.09% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 26,929 $1.78M 0.04% +15,374 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 28,635 $1.77M 0.05% +1,329 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 Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,385 $1.69M 0.01% -2,050 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 26,955 $1.67M 0.04% +432 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 26,424 $1.64M 0.04% +3,659 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 25,440 $1.57M <0.01% -1,945 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 24,781 $1.53M 0.04% -1,303 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,095 $1.43M <0.01% -2,550 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 23,031 $1.43M 0.02% -575 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,498 $1.42M <0.01% -11,904 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 22,442 $1.39M 0.56% -730 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 21,935 $1.36M <0.01% -474 13F-HR Timeline Group Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 21,883 $1.35M 0.59% -1,264 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 21,880 $1.35M <0.01% -3,332 13F-HR Timeline Group jvl associates llc More: the full row for jvl associates llc 21,796 $1.35M 0.45% -116 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 21,590 $1.34M 0.03% +485 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 21,403 $1.32M 0.01% 0 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,346 $1.32M 0.01% -388 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 21,096 $1.31M <0.01% +735 13F-HR Timeline Group McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 21,006 $1.3M 0.54% -443 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,838 $1.29M <0.01% -327 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 20,793 $1.29M 1.19% -415 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 20,272 $1.25M 0.02% -4,030 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,998 $1.24M <0.01% -667 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 19,328 $1.2M 0.04% -1,705 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 18,798 $1.16M 0.01% +45 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,786 $1.16M <0.01% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 18,150 $1.12M 0.31% +4,073 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,765 $1.1M <0.01% -118 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 16,982 $1.05M 0.35% +4,041 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,782 $1.04M <0.01% +522 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 16,757 $1.04M 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,308 $1.01M 0.03% -714 13F-HR Timeline Group SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 16,165 $1M 0.37% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 16,112 $997K 0.02% -239 13F-HR/A Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 15,854 $981K 0.27% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 15,730 $974K 0.06% -178 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,548 $962K 0.01% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 15,444 $956K 0.13% -590 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 15,409 $954K 0.08% -2,255 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) 14,940 $925K 0.02% +10,442 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 13,419 $909K 0.36% -959 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 14,586 $903K 0.05% -169 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,323 $891K 0.01% -694 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 10,731 $885K 0.88% -4,327 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,927 $862K 0.01% -3,619 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 13,779 $853K 0.01% -230 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,998 $849K <0.01% +8,565 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 13,341 $826K 0.11% +63 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 13,308 $824K 0.06% -74 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 13,283 $822K 0.55% +22 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 13,123 $812K 0.12% 0 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 12,825 $794K 0.25% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 12,470 $772K 0.23% -117 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,405 $768K <0.01% -1,488 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 12,366 $765K 0.33% -52 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,307 $762K <0.01% -35,599 13F-HR Timeline Group Horizons Wealth Management More: the full row for Horizons Wealth Management 12,066 $747K 0.5% -1,895 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,591 $717K 0.02% -6 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,416 $707K 0.01% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 11,400 $706K 0.39% 0 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 11,127 $689K 0.02% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,623 $657K <0.01% +80 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,551 $653K 0.01% +35 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 10,439 $646K 0.08% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,002 $619K 0.03% -103 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,888 $612K 0.01% new 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 9,805 $607K 0.02% -344 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,778 $605K 0.01% +600 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,940 $602K 0.01% +592 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,405 $582K 0.01% -351 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,576 $581K 0.02% +17 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 9,389 $581K 0.49% -1,638 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 8,682 $579K 0.01% -210 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 9,318 $577K 0.01% 0 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 9,000 $557K 0.06% 0 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 9,000 $557K 0.04% 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,966 $555K 0.01% +3,264 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,904 $551K 0.08% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 8,888 $550K 0.17% -4,184 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 8,755 $542K 0.14% +6 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8,653 $536K 0.07% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,457 $523K 0.03% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,326 $515K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,312 $514K <0.01% +3,049 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,274 $512K 0.01% -33 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,268 $512K <0.01% +804 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 8,022 $496K 0.17% -318 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 7,954 $492K 0.03% -2,471 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 7,883 $488K 0.12% -331 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,590 $470K 0.01% -247 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 7,576 $469K 0.3% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 7,505 $464K 0.26% +284 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,327 $456K 0.02% +271 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,309 $452K 0.15% -123 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 7,210 $446K 0.08% -160 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,180 $444K <0.01% -1,064 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,977 $432K 0.01% -142 13F-HR/A Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 6,897 $412K 0.04% 0 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 6,630 $410K 0.06% -386 13F-HR Timeline Group American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 6,527 $404K 0.42% -482 13F-HR Timeline American Trust More: the full row for American Trust 6,405 $396K 0.04% +37 13F-HR Timeline American Investment Services, Inc. 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