NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,066,471 $720M 0.46% +1,823,907 13F-HR/A Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,690,116 $352M 16.25% +91,662 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 6,373,770 $241M 1.94% -58,750 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,330,873 $126M 6.02% +68,017 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,160,000 $119M 0.01% 0 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 3,114,766 $118M 16.98% +128,355 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,005,671 $75.7M 2.24% +44,916 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,841,232 $69.5M 5.79% -4,750 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,437,446 $54.3M 0.01% +21,017 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,335,518 $50.4M -27,774 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,162,295 $43.9M 0.01% +129,995 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,013,747 $38.3M 0.01% -6,229 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 860,965 $32.5M 0.04% -8,266 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 792,855 $29.9M 0.17% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 757,507 $28.6M 0.52% -15,751 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 752,700 $28.4M <0.01% -29,990 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 716,912 $27.1M <0.01% -22,894 13F-HR/A Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 702,540 $26.5M 0.18% +4,878 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 685,234 $25.9M 0.01% +86,289 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 684,245 $25.8M 0.07% -23,334 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 620,578 $23.4M 0.53% new 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 452,207 $17.1M 3.93% +29,789 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 388,268 $14.7M <0.01% -42,684 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 387,792 $14.6M 0.78% -12,613 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/ 346,562 $13.1M <0.01% -13,532 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 344,720 $13M 0.97% +281,539 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 343,363 $13M 1.9% +7,337 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 333,784 $12.6M 0.57% +29,826 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 317,046 $12M <0.01% +41,354 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 314,671 $11.9M 2.25% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 298,897 $11.3M 0.12% +13,037 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 296,767 $11.2M 6.88% +16,226 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 294,007 $11.1M 0.01% +8,500 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 284,235 $10.7M 2.35% +5,077 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 279,707 $10.6M 0.97% -98,695 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 270,992 $10.2M 2.53% +4,153 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 247,064 $9.33M 0.01% +86,036 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 240,457 $9.08M 0.08% +5,256 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 237,995 $8.98M 1.17% +187 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 231,887 $8.75M 0.56% -65,239 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 188,820 $7.13M 0.13% +15,467 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 171,365 $6.47M 5.04% 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 170,915 $6.45M 0.06% -2,966 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 144,171 $5.44M 0.37% +1,032 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 135,151 $5.1M 0.01% +23,767 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 131,416 $4.96M 0.86% -1,732 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 130,129 $4.91M 0.01% +3,046 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 130,105 $4.91M 0.1% +61,493 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 126,388 $4.77M 0.03% +7,792 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 121,246 $4.58M 2.23% -1,745 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 119,630 $4.52M -792 Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 118,114 $4.46M 0.13% -2,678 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 113,756 $4.29M 2.29% -16,088 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 112,643 $4.25M 0.25% 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 110,573 $4.17M 1.21% +1,857 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 94,210 $3.56M 0.08% +7,233 13F-HR Timeline Group Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 86,428 $3.26M 1.78% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 81,233 $3.07M <0.01% -133 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 77,004 $2.91M 0.03% -23,589 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 75,706 $2.86M 0.01% +14,644 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 75,672 $2.86M 1.02% +45,646 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 74,053 $2.8M 0.04% -539 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 70,426 $2.66M <0.01% -763 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 68,617 $2.59M 0.01% +48,993 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 67,808 $2.56M 0.28% +5,097 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 67,542 $2.55M <0.01% -410 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 64,028 $2.42M 1.72% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 62,840 $2.37M <0.01% -2,470 13F-HR/A Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 59,423 $2.32M 0.07% -845 13F-HR Timeline Group Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 61,209 $2.31M 0.09% -973 13F-HR Timeline Group Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 60,491 $2.28M 2.16% -5,485 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 60,402 $2.28M 0.11% +52,516 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 59,213 $2.24M 0.47% +10,284 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 57,194 $2.16M 2.41% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 51,750 $1.95M <0.01% +4,257 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 46,622 $1.76M 0.03% +2,208 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 45,204 $1.71M <0.01% +6,972 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 42,634 $1.61M 0.09% 0 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 39,487 $1.49M 0.53% -1,055 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 38,971 $1.47M 0.57% +7,574 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 36,186 $1.37M 0.02% -625,416 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 34,802 $1.31M 0.7% 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 33,414 $1.26M 0.53% +74 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 32,775 $1.24M 0.21% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,555 $1.23M <0.01% +4,667 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 32,248 $1.22M 0.01% +4,879 13F-HR Timeline Group BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 31,551 $1.19M 1.13% 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 31,371 $1.18M 0.45% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 30,276 $1.16M 0.04% +4 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 29,372 $1.11M 0.6% -1,146 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 28,074 $1.06M <0.01% +4,059 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 27,292 $1.06M 0.03% -865 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 26,375 $996K 0.93% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 22,439 $847K 0.02% -1,302 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 21,320 $805K 0.02% -1,000 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 20,000 $755K 0.09% -7,300 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 19,890 $751K <0.01% -10,898 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 19,743 $745K <0.01% +2,821 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,254 $727K 0.02% +371 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 17,258 $651K 0.01% -31,889 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,831 $635K <0.01% +141 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 16,085 $607K 0.07% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 15,890 $600K 0.07% +2,035 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,863 $599K 0.01% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 15,507 $585K <0.01% -184,982 13F-HR/A Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,316 $578K <0.01% +212 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 15,243 $575K 0.16% -909 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14,873 $561K <0.01% +14,772 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,753 $557K <0.01% -3,334 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,773 $531K <0.01% -169 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,690 $517K <0.01% +875 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 13,222 $516K 0.03% -216 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,620 $514K <0.01% +608 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 13,581 $513K 0.03% +5,923 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 13,579 $513K 0.07% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 13,284 $501K 0.08% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,258 $500K <0.01% +100 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,915 $450K <0.01% -1,236 13F-HR Timeline Group Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 11,500 $434K 0.05% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,094 $419K <0.01% +2 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,849 $410K <0.01% +3,198 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,758 $406K <0.01% new 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 10,000 $378K 0.03% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 9,975 $377K 0.03% -791 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,582 $362K 0.01% -400 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,522 $359K <0.01% 0 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 9,487 $358K 0.1% -57 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 9,459 $357K 0.1% -413 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 8,871 $335K <0.01% -624 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 8,867 $335K 0.18% new 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 8,762 $331K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,316 $314K 0.01% +90 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 8,217 $310K 0.13% +226 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 8,185 $309K 0.27% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,411 $280K <0.01% 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,089 $276K 0.02% +346 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,246 $274K 0.15% -216 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,109 $268K 0.02% -520 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,105 $268K <0.01% +2,806 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,011 $265K <0.01% -637 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,261 $236K <0.01% +151 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 $229K <0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,798 $219K <0.01% +126 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,776 $218K <0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,740 $217K <0.01% +20 13F-HR Timeline Group Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,330 $201K 0.15% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,713 $178K <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,452 $168K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,450 $130K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,561 $96.7K <0.01% +730 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,442 $92.2K <0.01% -1,100 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 2,069 $78.1K 0.07% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,063 $77.9K <0.01% +206 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,047 $77.3K <0.01% -1 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,643 $62K <0.01% +50 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,608 $60.7K 0.01% +1,280 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,417 $53.5K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,069 $40.4K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,046 $39.5K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,006 $38K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 976 $36.8K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 970 $36.6K <0.01% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 252 $36.3K 0.04% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 890 $33.6K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 800 $30.2K 0.01% -1,731 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 610 $23K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 563 $21.3K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 551 $20.8K <0.01% +213 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 520 $19.6K <0.01% 0 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 507 $19.1K 0.01% +7 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 460 $17.4K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 433 $16.4K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 325 $12.3K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 194 $7.32K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 158 $5.96K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 154 $5.8K <0.01% +3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 101 $3.83K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 100 $3.77K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 55 $2K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 38 $1.44K <0.01% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 35 $1.32K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 30 $1.13K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 25 $944 <0.01% 0 13F-HR Timeline