Creative Planning in group Creative Planning More: the full row for Creative Planning 81,361 $3.7M <0.01% +27,977 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 80,963 $3.68M 0.89% +1,235 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 80,493 $3.66M 0.05% -1,127 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 79,866 $3.63M 0.08% +52,724 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 79,227 $3.6M 0.07% +4,504 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 79,161 $3.6M 0.24% +5,257 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 75,178 $3.42M 0.09% -109 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 75,174 $3.42M -14 Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 72,675 $3.3M 2.3% -572 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 71,447 $3.25M 0.64% +65,844 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 71,435 $3.25M 1.48% +8,890 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 70,694 $3.21M 2.06% +391 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 69,269 $3.15M 0.84% +4,075 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 69,157 $3.14M 1.75% +640 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 68,355 $3.11M 1.65% +1,358 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 67,668 $3.08M 0.09% +1,252 13F-HR/A Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 67,268 $3.06M 0.06% -1,207 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 66,803 $3.04M <0.01% -63,891 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 66,566 $3.03M 0.62% +1,966 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 64,382 $2.93M 0.23% +1,191 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 63,914 $2.9M 0.04% +1,000 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 59,971 $2.86M 2.67% 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 59,174 $2.77M 0.62% -6,441 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 60,757 $2.76M 0.01% -4,296 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 60,345 $2.74M 1.68% 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 59,527 $2.71M 1.27% +18,994 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 58,472 $2.66M 1.11% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 58,472 $2.66M 1.77% +3,192 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 58,461 $2.66M 0.02% -944 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 58,413 $2.65M 0.43% +122 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 58,233 $2.65M 0.71% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 57,673 $2.62M 1.49% +14,923 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 55,991 $2.54M 0.55% +7,704 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 55,323 $2.51M <0.01% +22,401 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 55,225 $2.51M 0.58% +2,357 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 54,557 $2.48M 0.03% +27,859 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 52,567 $2.47M 1.27% +426 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 52,163 $2.37M 0.29% +1,701 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 51,332 $2.33M 1.72% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 48,517 $2.3M 0.06% +224 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 50,607 $2.3M 0.1% +466 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 49,776 $2.26M <0.01% +19,060 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 49,699 $2.26M 0.34% +503 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 49,519 $2.25M 0.82% +2,224 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 49,229 $2.24M 0.2% +4,316 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 48,761 $2.22M 0.04% -1,076 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 48,437 $2.2M 0.02% -1,048 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 47,610 $2.16M 0.78% -3,871 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 47,084 $2.14M 0.95% +10,644 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 46,649 $2.12M 2.09% 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 43,254 $2.1M 0.53% 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 45,796 $2.08M <0.01% +2,269 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 45,444 $2.07M 1.05% -9,506 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 45,312 $2.06M 0.17% -36,251 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 45,018 $2.05M 0.13% -60 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 44,908 $2.04M <0.01% -1,831 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 44,882 $2.04M <0.01% -142 13F-HR Timeline Group Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 43,734 $1.99M 0.34% +269 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 43,686 $1.99M 0.14% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 43,210 $1.96M 0.09% -2,678 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 43,125 $1.96M 0.98% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 42,596 $1.94M 0.01% -3,377 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 42,352 $1.92M 1.79% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 42,327 $1.92M 0.1% -2,421 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 41,841 $1.9M 1.19% 13F-HR/A Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 38,449 $1.88M 0.56% +3,742 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 41,067 $1.87M 0.06% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 40,203 $1.83M 0.15% +650 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 39,924 $1.81M 0.09% -4,289 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 39,138 $1.78M 0.02% +21,798 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 39,102 $1.78M 0.39% +18,013 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 38,308 $1.74M 0.63% +15,466 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 38,127 $1.73M 0.08% +417 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 38,078 $1.73M 0.02% +11,856 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 36,791 $1.67M 0.02% new 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 36,185 $1.64M 0.92% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 35,858 $1.63M 0.55% -4,924 13F-HR Timeline Group ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 35,845 $1.63M 1.11% -2,312 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 35,807 $1.63M 0.08% +6,855 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 35,777 $1.63M 1.56% 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 35,594 $1.62M <0.01% +539 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 35,140 $1.6M 0.17% +5,655 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 121,519 $1.59M 0.04% -3,456 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 34,777 $1.58M 0.44% -1,270 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 34,634 $1.57M 0.31% -265 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 34,101 $1.55M 0.31% -2,257 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 34,063 $1.55M <0.01% +5,008 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 33,895 $1.54M 0.09% -838 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 33,485 $1.52M 0.02% -5,550 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 33,294 $1.51M 0.05% -3,699 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 33,232 $1.51M 1.06% -689 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 33,048 $1.5M 0.1% -162 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 32,989 $1.5M 1.05% -928 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 32,419 $1.47M 0.11% +285 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 31,922 $1.45M 0.21% -954 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 31,919 $1.45M 0.32% +10,622 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 31,890 $1.45M 1.02% +4,424 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 31,773 $1.44M 0.12% +540 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 31,686 $1.44M 0.66% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 31,576 $1.44M 0.03% +1,770 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 31,424 $1.43M 0.32% +11,788 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 30,525 $1.39M 0.19% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 30,181 $1.37M 0.13% new 13F-HR/A Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 30,064 $1.37M 1.39% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 29,904 $1.36M 0.06% -325 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 29,754 $1.35M 0.29% +538 13F-HR Timeline CLG LLC More: the full row for CLG LLC 29,655 $1.35M 0.34% +5,180 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 29,622 $1.35M 1.05% +1,724 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 28,502 $1.34M 0.53% +156 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 29,099 $1.32M 0.01% +6,128 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 28,736 $1.31M 0.01% -1,113 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 28,620 $1.3M 0.05% new 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 28,310 $1.29M 0.78% +850 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 28,111 $1.28M 0.03% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 27,639 $1.26M 0.09% +95 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 27,299 $1.24M 1.26% 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 27,236 $1.24M 0.16% -66 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 26,165 $1.23M 5.37% +8,348 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 26,657 $1.21M 0.08% +603 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 26,509 $1.2M 0.02% +1,604 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 25,686 $1.2M 0.15% +986 13F-HR Timeline Trust Co More: the full row for Trust Co 26,260 $1.19M 0.11% +1 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 25,340 $1.19M 0.18% +153 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 25,840 $1.17M <0.01% -962 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 25,226 $1.15M 0.04% +2,007 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 25,200 $1.15M <0.01% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 24,022 $1.09M 0.52% -518 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,913 $1.09M 0.02% -563 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 23,777 $1.08M 0.02% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 22,737 $1.03M 0.22% -190 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 22,680 $1.03M 0.05% +1,369 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 22,450 $1.02M 0.01% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 22,297 $1.01M 0.06% -2,069 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 22,158 $1.01M 0.02% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 22,149 $1.01M 0.06% +3,540 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 21,973 $999K 0.09% +74 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,658 $939K 0.04% -408 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 20,325 $924K 0.38% -480 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 20,243 $920K 0.4% +13 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 20,180 $917K 0.07% -1,709 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 19,610 $891K 0.56% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 19,386 $881K <0.01% 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 19,318 $878K 0.13% +112 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18,854 $857K 0.02% +2,344 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 17,852 $811K 0.03% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 17,793 $809K 0.11% +894 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 17,453 $793K 0.36% -665 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 17,192 $781K 0.06% +132 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,188 $781K 0.04% +134 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 17,067 $776K 0.17% -4,735 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 16,449 $748K 0.43% +4,060 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 16,448 $748K 0.06% +5 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 16,200 $736K 0.42% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 15,681 $713K 0.02% -1,901 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,624 $710K 0.01% +1,172 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,562 $707K 0.02% -1,500 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 15,496 $704K 0.26% +1 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 15,462 $703K 0.19% +707 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 15,430 $701K 0.16% -356 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 15,250 $693K 0.1% +3,432 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 15,123 $687K 0.26% +3,743 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 14,808 $673K 0.43% -3,173 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 14,549 $661K 0.12% -245 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 14,426 $656K 0.14% +807 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 14,337 $652K 0.05% -1,232 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14,278 $649K <0.01% -1,170 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 14,122 $642K 0.08% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 14,066 $639K 0.01% +3,720 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,792 $627K <0.01% +104 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 13,752 $625K 0.08% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 13,623 $619K 0.09% -13,887 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 13,586 $617K 0.01% -436 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,239 $602K 0.01% +1,521 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 13,072 $594K 0.23% 0 13F-HR/A Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,068 $594K <0.01% +1,897 13F-HR Timeline Group Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 12,726 $578K 0.59% +1,714 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 12,356 $562K <0.01% +11,634 13F-HR Timeline American Trust More: the full row for American Trust 12,342 $561K 0.05% +281 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,031 $547K <0.01% new 13F-HR/A Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 12,000 $545K 0.01% +4,280 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 11,996 $545K 0.22% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 11,800 $536K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,711 $532K 0.01% +4,841 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,710 $532K <0.01% -698 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 11,607 $528K 0.05% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 11,276 $512K 0.12% -1,130 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 11,187 $508K 0.53% new 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 11,152 $507K 0.48% 13F-HR Timeline Hyundai Investments Co., Ltd. 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