NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,220,438 $788M 0.49% +1,153,967 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,700,431 $339M 16.14% +10,315 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 6,283,167 $245M 2.07% -90,603 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,339,669 $130M 6.32% +8,796 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,160,000 $123M 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. 3,084,439 $120M 17.54% -30,327 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,477,792 $96.4M 0.02% +1,040,346 13F-HR/A Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,936,262 $75.4M 2.33% -69,409 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,894,582 $73.8M 5.96% +53,350 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,414,072 $55.1M 0.02% +251,777 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 963,701 $37.5M -371,817 Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 861,813 $33.6M 0.01% -151,934 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 840,185 $32.7M 0.05% -20,780 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 814,535 $30.8M <0.01% +61,835 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 785,515 $30.6M 0.01% +100,281 13F-HR/A Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 673,114 $26.7M 0.46% -84,393 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 633,253 $24.7M 0.2% +597,067 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 626,355 $24.4M <0.01% -90,557 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 587,169 $22.9M 0.15% -115,371 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 558,670 $21.8M 1.78% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 557,724 $21.7M 0.52% -62,854 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 513,322 $20M 0.11% -279,533 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 502,683 $19.6M 0.05% -181,562 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 477,413 $18M 0.01% +230,349 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 458,477 $17.9M 4.01% +6,270 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 383,799 $15M -4,469 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 366,400 $14.5M 0.14% +67,503 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 370,528 $14.4M 0.74% -17,264 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 363,258 $14.2M 0.63% +29,474 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 357,924 $13.9M 2.52% +43,253 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/ 344,103 $13.4M <0.01% -2,459 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 342,607 $13.3M <0.01% +25,561 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 342,155 $13.3M 1.99% -1,208 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 337,194 $13.1M 0.97% -7,526 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 322,928 $12.6M 2.71% +38,693 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 311,327 $12.1M <0.01% +295,820 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 301,640 $11.8M 0.01% +7,633 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 300,772 $11.7M 7.09% +4,005 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 270,110 $10.5M 1.09% -9,597 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 266,791 $10.4M 2.59% -4,201 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 236,533 $9.22M 0.07% -3,924 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 223,526 $9.14M 1.12% -14,469 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 201,651 $7.86M 0.57% -30,236 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 194,093 $7.56M 5.4% +22,728 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 174,288 $6.79M 0.01% +39,137 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 154,370 $6.01M 0.11% -34,450 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 151,772 $5.91M 1.67% +41,199 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 148,446 $5.78M 0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 144,921 $5.65M 0.01% +14,792 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 144,476 $5.63M 0.39% +305 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 137,763 $5.37M 1.92% +62,091 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 136,329 $5.31M 0.01% +67,712 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 135,154 $5.27M 0.88% +3,738 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 133,000 $5.18M 2.46% +11,754 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 130,105 $4.91M 0.1% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 129,728 $4.9M 0.03% +3,340 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 118,892 $4.63M 0.14% +778 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 118,292 $4.61M -1,338 Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 111,307 $4.34M 2.29% -2,449 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 109,832 $4.28M 0.23% -2,811 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 104,564 $4.07M <0.01% +23,331 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 102,726 $4M 0.01% +32,300 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 98,778 $3.85M 2.69% +34,750 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 94,209 $3.67M 0.08% -1 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 90,515 $3.53M 0.25% new 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 90,090 $3.51M 0.4% +22,282 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 89,902 $3.5M 1.94% +3,474 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 86,576 $3.37M 0.01% +10,870 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 77,895 $3.03M 0.04% +3,842 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 75,555 $2.94M <0.01% +8,013 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 70,359 $2.74M 0.03% -6,645 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 61,192 $2.45M +1,769 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 61,511 $2.4M <0.01% -1,329 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 61,396 $2.39M 0.09% +994 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 60,965 $2.38M 0.05% +58,404 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 60,665 $2.36M 2.27% +174 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 60,008 $2.34M 0.09% -1,201 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 56,914 $2.22M <0.01% +5,164 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 51,460 $2M 0.39% -7,753 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 50,079 $1.95M <0.01% +4,875 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 48,359 $1.88M 0.03% +1,737 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 45,808 $1.78M <0.01% +35,050 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 44,975 $1.75M <0.01% +12,420 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 42,634 $1.66M 0.12% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 40,589 $1.58M 0.61% +1,618 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 39,337 $1.53M 0.56% -150 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 38,406 $1.5M 0.02% new 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 33,600 $1.31M 0.21% +825 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 31,551 $1.26M 1.2% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 30,276 $1.24M 0.04% 0 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 31,371 $1.22M 0.46% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 31,313 $1.22M 0.02% new 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 31,890 $1.21M 1.06% +5,515 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 30,220 $1.18M 0.03% +2,928 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 29,187 $1.14M 0.02% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 28,373 $1.11M 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 28,010 $1.09M <0.01% -64 13F-HR/A Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 27,729 $1.08M <0.01% +7,986 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 25,395 $989K <0.01% +13,480 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 24,688 $962K <0.01% +4,798 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,593 $841K 0.03% +2,339 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 21,405 $834K 0.02% +85 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 18,965 $739K 0.37% +11,719 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 18,531 $722K <0.01% -13,717 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 17,922 $698K 0.05% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 17,574 $685K 0.09% 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,531 $644K 0.03% +2,950 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 16,305 $635K 0.18% +1,062 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 16,085 $627K 0.07% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,932 $621K 0.01% -1,326 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,789 $615K <0.01% -1,042 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,372 $599K <0.01% +56 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14,422 $562K 0.06% -1,468 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,334 $558K <0.01% +4,812 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 13,097 $544K 0.03% -125 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,690 $533K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,258 $517K <0.01% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 13,108 $511K 0.21% -16,264 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 13,284 $510K 0.05% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 12,886 $502K 0.05% -693 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 12,881 $502K 0.04% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,802 $499K <0.01% -1,951 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,647 $493K <0.01% -973 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 12,500 $487K 0.06% -7,500 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,763 $458K 0.01% new 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 11,500 $448K 0.05% 0 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 11,245 $438K 0.01% -4,618 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,196 $436K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,144 $434K <0.01% +50 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,932 $426K <0.01% +83 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 10,750 $419K 0.21% -24,052 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 10,390 $405K 0.47% -46,804 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 10,187 $397K 0.03% +212 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 10,000 $390K 0.03% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 9,721 $379K 0.11% +262 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,582 $373K 0.01% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 9,068 $353K 0.01% new 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 8,762 $341K 0.01% 0 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/ 8,352 $325K <0.01% +2,289 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,287 $323K 0.01% -29 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 8,185 $319K 0.27% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,153 $318K <0.01% new 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,380 $302K 0.02% +291 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,200 $283K <0.01% -6,573 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,215 $281K <0.01% -196 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,028 $274K 0.02% -81 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 6,963 $271K 0.11% -1,254 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 6,375 $248K 0.04% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,276 $245K <0.01% +500 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,261 $244K <0.01% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,109 $238K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,896 $230K <0.01% -1,209 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,740 $224K <0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,647 $220K <0.01% -151 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,514 $215K 0.02% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,330 $208K 0.16% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,215 $203K <0.01% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 5,141 $200K 0.08% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5,104 $199K 0.06% -4,383 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,713 $184K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,521 $176K <0.01% -2,490 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,207 $164K 0.02% -245 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,450 $134K 0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,340 $130K 0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,116 $82.4K 0.05% +47 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,629 $63.5K <0.01% -418 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,593 $62.1K <0.01% +703 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,277 $49.7K <0.01% -366 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,160 $45.2K <0.01% -13,713 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,142 $44.5K <0.01% -1,300 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,069 $41.6K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,046 $40.8K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,006 $39.2K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 976 $38K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 970 $37.8K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 826 $32.2K <0.01% new 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 800 $31.2K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 791 $30.8K 0.02% +753 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 610 $23.8K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 563 $21.9K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 520 $20.3K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 517 $20.1K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 507 $19.8K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 500 $19.5K <0.01% new 13F-HR Timeline Group BARTLETT & CO. 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