NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,242,564 $619M 0.41% +1,364,109 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,598,454 $309M 15.49% +22,947 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 6,432,520 $231M 1.89% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,262,856 $117M 5.73% +66,902 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,160,000 $113M 0.02% +640,000 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,986,411 $107M 16.59% +135,334 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,960,755 $70.4M 2.28% +189,049 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,845,982 $66.3M 5.65% +2,275 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,416,429 $50.8M 0.01% +356,945 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,363,292 $49M +35,332 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,032,300 $37.1M 0.01% +83,408 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,019,976 $36.6M 0.01% -35,261 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 869,231 $31.2M 0.05% -10,216 13F-HR Timeline Group Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 808,140 $29M 9.2% +184,398 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 782,690 $28.1M <0.01% -702,725 13F-HR/A Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 773,258 $27.8M 0.55% -2,693 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 739,806 $26.6M <0.01% +84,192 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 707,579 $25.4M 0.08% -144,250 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 697,662 $25.1M 0.18% -62,766 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 661,602 $23.8M 0.21% -682,735 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 598,945 $21.5M <0.01% +37,688 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 430,952 $15.5M <0.01% -10,443 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 422,418 $15.2M 3.65% +9,472 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 400,405 $14.4M 0.78% -10,259 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 378,402 $13.6M 1.29% -428,774 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 360,094 $12.9M <0.01% +22,923 13F-HR/A Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 336,026 $12.1M 1.82% -5,717 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 297,126 $10.7M 0.7% -21,270 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 303,958 $10.4M 0.53% +2,545 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 285,860 $10.3M 0.16% +82,525 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 285,507 $10.3M 0.01% +11,784 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 280,541 $10.1M 6.71% +20,608 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 279,158 $10M 2.32% +52,181 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 275,692 $9.9M <0.01% +25,169 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 266,839 $9.58M 2.56% -317 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 237,808 $8.54M 1.17% -3,851 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 235,201 $8.45M 0.08% -1,314 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 216,146 $7.76M 0.01% -165,634 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 200,489 $7.2M <0.01% new 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 173,881 $6.24M 0.08% +65,465 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 173,353 $6.23M 0.12% +24,597 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 161,028 $5.75M <0.01% +37,054 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 143,139 $5.14M 0.37% -2,768 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 133,148 $4.78M 0.85% -2,140 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 129,844 $4.66M 2.68% +74 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 127,083 $4.56M 0.01% +3,646 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 122,991 $4.42M 2.29% +2,035 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 120,422 $4.32M -9,544 Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 120,792 $4.32M 0.13% -2,857 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 118,596 $4.26M 0.03% +5,056 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 111,384 $4M 0.01% +20,095 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 108,716 $3.9M 0.94% +476 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 100,593 $3.61M 0.04% -847 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 86,977 $3.12M 0.07% +2,850 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 81,366 $2.92M <0.01% -3 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 74,592 $2.68M 0.04% +4,065 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 71,189 $2.56M <0.01% -104 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 68,612 $2.46M 0.09% +42,399 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 67,952 $2.44M <0.01% -2,779 13F-HR Timeline Group Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 65,976 $2.37M 2.03% +131 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 65,310 $2.35M <0.01% +58 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 63,181 $2.27M 0.18% +3,225 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 62,711 $2.25M 0.25% +6,281 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 62,182 $2.23M 0.09% +422 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 60,268 $2.19M 0.07% +918 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 61,062 $2.19M 0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 49,147 $1.76M 0.04% -7,172 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 48,929 $1.76M 0.46% +3,338 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 47,493 $1.71M <0.01% +10,950 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 44,414 $1.59M 0.03% +6,500 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 42,634 $1.53M 0.09% 0 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 40,542 $1.46M 0.52% -6,378 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 38,232 $1.37M <0.01% +26,994 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 33,340 $1.2M 0.54% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 32,775 $1.18M 0.2% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 31,397 $1.13M 0.45% new 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 31,371 $1.13M 0.44% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 30,788 $1.11M <0.01% +17,755 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 30,272 $1.1M 0.04% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 30,518 $1.1M 0.67% -1,999 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 30,026 $1.08M 0.41% +10,044 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 28,157 $1.01M 0.03% +1,554 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,888 $1M <0.01% -61,022 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 27,369 $983K 0.01% -1,490 13F-HR/A Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 27,300 $980K 0.12% -500 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 26,507 $952K 0.14% -1,037 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 24,015 $862K <0.01% +5,567 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 23,741 $853K 0.02% +1,719 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 22,320 $802K 0.02% +1,000 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,605 $740K <0.01% -21,492 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 20,387 $732K 0.1% -1,376 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 19,624 $705K <0.01% +859 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 18,883 $678K 0.01% +3,263 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 18,087 $650K <0.01% +4,072 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 16,922 $608K <0.01% +4,726 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,690 $599K <0.01% -77,853 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 16,152 $580K 0.17% +2,301 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 16,085 $578K 0.07% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,863 $570K 0.01% -2,828 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,104 $542K <0.01% 0 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,942 $505K <0.01% +6,736 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13,855 $498K 0.06% +587 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 13,438 $491K 0.03% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,394 $481K <0.01% -62,672 13F-HR Timeline Group HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 13,284 $477K 0.08% +6,642 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,158 $472K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,151 $472K <0.01% +7,698 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,012 $467K <0.01% +766 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,815 $460K <0.01% 0 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 11,500 $413K 0.06% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,092 $398K <0.01% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 10,766 $387K 0.03% +101 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,094 $362K 0.01% -753 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 10,000 $359K 0.03% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,982 $358K 0.01% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 9,872 $355K 0.1% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 9,544 $343K 0.1% -2,165 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,522 $342K <0.01% -48 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 9,495 $341K <0.01% 0 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 8,762 $315K 0.01% +29 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,226 $295K 0.01% -2 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,991 $287K 0.12% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,886 $283K 0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,658 $275K 0.02% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,651 $275K <0.01% +1,256 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,648 $275K <0.01% +643 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,629 $274K 0.02% -531 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,462 $268K 0.15% -98 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,743 $245K 0.02% +671 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,783 $244K 0.01% -686 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,342 $228K 0.01% -14,857 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,141 $221K <0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,110 $219K <0.01% new 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/ 6,063 $218K <0.01% +99 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,000 $215K <0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,720 $205K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,672 $204K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,452 $160K 0.02% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,299 $154K <0.01% +204 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,542 $127K <0.01% -435 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,450 $124K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,531 $90.9K 0.02% +1,731 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,069 $74.3K 0.07% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,048 $73.5K <0.01% +28 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,857 $66.7K <0.01% +1,637 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,831 $65.8K <0.01% +564 13F-HR/A Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,593 $57.2K <0.01% +762 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,069 $38.4K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,046 $37.6K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,006 $36.1K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 976 $35K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 970 $34.8K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 871 $31K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 610 $21.9K 0.01% -966 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 563 $20.2K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 520 $18.7K <0.01% 0 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 500 $18K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 460 $16.5K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 433 $15.5K <0.01% -15 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 338 $12.1K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 329 $11.8K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 328 $11.8K <0.01% -499 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 325 $11.7K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 158 $5.67K <0.01% -39 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 151 $5.44K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 109 $3.92K <0.01% +1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 101 $3.63K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 100 $3.59K <0.01% -25 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 35 $1.26K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 30 $1.08K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 25 $898 <0.01% 0 13F-HR Timeline