BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 15,865,319 $739M 0.06% +869,902 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,844,618 $179M 0.12% +207,724 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,083,198 $97.1M 0.03% +145,938 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,281,231 $59.7M 0.01% +403,482 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,051,513 $49M 0.01% +163,729 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 917,714 $42.8M 1.3% +196,693 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 792,539 $36.9M 0.01% -72,606 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 783,184 $36.5M <0.01% -24,831 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 725,665 $33.8M 2.1% +99,324 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 627,241 $29.2M <0.01% -89,046 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 589,811 $27.5M 0.04% -53,598 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 504,489 $23.5M 0.06% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 479,900 $22.4M <0.01% +78,104 13F-HR/A Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 477,029 $22.2M 0.23% +23,209 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 460,689 $21.5M 0.22% +13,568 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 369,734 $17.2M 0.73% +19,687 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 341,892 $15.9M 0.02% -2,231 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 327,027 $15.2M 0.01% +7,364 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 319,930 $14.9M 0.56% +1,929 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 300,209 $14M <0.01% -17,208 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 239,879 $11.2M 0.01% +65,991 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 178,232 $8.31M 3.99% +22,220 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 166,519 $7.76M <0.01% -1,020 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 140,917 $6.57M 0.04% -1,197 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 129,951 $6.06M 0.05% +28,427 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 123,534 $5.76M 0.01% -7,166 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 96,985 $4.52M 0.2% -12,883 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 92,520 $4.31M 0.01% -2,494 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 89,915 $4.19M 0.06% +10,381 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 89,032 $4.15M <0.01% -4,776 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 88,939 $4.14M 0.01% +12,006 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 86,121 $4.01M 0.07% +15,183 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 85,818 $4M 0.07% -42,000 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 85,693 $3.99M <0.01% -164,172 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 85,271 $3.97M 0.35% +848 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 78,070 $3.64M 0.08% -1,626 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 77,446 $3.61M 1.52% -566 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 68,515 $3.19M 0.18% +517 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 60,337 $2.81M 0.1% +8,667 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 57,699 $2.69M 0.21% +4,429 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 57,182 $2.66M 0.21% +2,679 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 55,685 $2.59M 0.1% +10,335 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 49,420 $2.3M 0.14% +1,016 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 48,173 $2.24M 0.08% -11,714 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 46,556 $2.17M 0.01% -21,284 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 45,056 $2.1M 0.01% -10,517 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 44,366 $2.07M 0.02% -308 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 36,532 $1.7M 0.02% -2,568 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 36,038 $1.68M <0.01% +825 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 35,678 $1.66M 0.45% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 34,872 $1.62M 0.55% -3,392 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 33,503 $1.56M <0.01% -2,173 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 29,873 $1.39M <0.01% +3,729 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 28,583 $1.33M <0.01% -5,581 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 27,214 $1.27M 0.08% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 26,621 $1.24M 0.1% +138 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 26,317 $1.23M 0.83% -412 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 25,542 $1.19M <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,298 $1.18M <0.01% -12,641 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 25,251 $1.18M <0.01% +14,970 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,469 $1.13M <0.01% -8,834 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 24,193 $1.13M 0.1% new 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 23,123 $1.08M 1.16% -49 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 21,567 $1.01M 0.02% +266 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,463 $954K 0.02% +6,129 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 20,377 $950K 0.15% +126 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 19,259 $897K 0.22% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 19,253 $897K <0.01% -7,823 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 19,208 $895K 0.01% +9,406 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 19,141 $892K <0.01% -4,169 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 17,858 $832K 0.04% -1,608 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,450 $813K 0.01% -21,114 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 17,154 $799K 0.01% -6,674 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 16,864 $786K 0.01% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 16,380 $763K 0.03% +717 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 16,235 $757K 0.02% +995 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15,874 $740K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 15,760 $734K +147 Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 15,550 $725K 0.01% -4 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,316 $714K 0.02% -130 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 14,943 $696K 0.41% +23 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 14,579 $679K 0.23% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,528 $677K <0.01% +527 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 14,309 $667K 0.06% +4,948 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,890 $647K <0.01% -333 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,595 $634K 0.05% +373 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12,872 $600K 0.02% -2,114 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 12,600 $587K 0.07% -1,000 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 12,534 $587K 0.18% -232 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,348 $575K 0.05% -367 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 12,109 $564K 0.15% new 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 11,400 $531K 0.32% 0 13F-HR/A Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 11,351 $529K 0.05% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 11,148 $519K 0.06% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,126 $518K 0.03% +1,128 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,066 $516K <0.01% -100 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 10,924 $509K 0.24% -334 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 10,825 $504K 0.01% +2,552 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 10,712 $499K <0.01% +1,172 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 10,686 $498K 0.01% +2,140 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,501 $489K 0.01% -11 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 10,500 $489K 0.06% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 10,250 $478K 0.19% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,250 $478K 0.02% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,977 $471K 0.03% -560 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,912 $462K <0.01% +75 13F-HR/A Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 9,824 $458K 0.11% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 9,865 $453K 0.66% 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,599 $447K <0.01% +3,074 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,386 $437K <0.01% 0 13F-HR Timeline Group Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 9,293 $433K 0.28% -4,305 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,935 $416K <0.01% -1,075 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,750 $408K 0.3% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,729 $360K 0.07% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,545 $352K 0.03% -1,644 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 7,496 $349K 0.02% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 7,381 $344K 0.16% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 7,334 $342K 0.02% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,328 $341K 0.01% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,093 $331K 0.02% +18 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,041 $328K <0.01% -180 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,771 $316K <0.01% +30 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 6,647 $310K <0.01% -5,727 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,193 $289K <0.01% 0 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,033 $281K 0.02% -2,961 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,993 $279K 0.01% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,955 $277K 0.02% -30,004 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 5,751 $268K 0.07% -1,124 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,986 $232K <0.01% -14,107 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,890 $228K 0.03% -4,517 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,610 $215K 0.12% -82 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,581 $213K <0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,457 $208K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,428 $206K <0.01% +2,703 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,370 $204K 0.01% +3,885 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,816 $131K 0.01% -227 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 2,000 $93.2K 0.02% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,917 $89.3K 0.01% +1,662 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,818 $84.7K <0.01% -64 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,787 $83.3K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,663 $78K 0.02% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,288 $60K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,200 $55.9K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,163 $54.2K <0.01% -27 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 1,100 $51.3K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,080 $50.3K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,075 $50.1K <0.01% +600 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,062 $49.5K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 900 $41.9K <0.01% +2 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 873 $40.7K <0.01% -2,080 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 802 $37.4K <0.01% 0 13F-HR/A Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 672 $31.3K 0.01% -600 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 642 $29.9K <0.01% -637 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 527 $24.6K <0.01% +327 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 500 $23.3K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 357 $16.6K 0.01% +3 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 340 $15.8K <0.01% +26 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 315 $15K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 309 $14.4K 0.01% -216 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 173 $8.06K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 130 $6.06K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 75 $3.5K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 53 $2.49K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 41 $1.92K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4 $187 <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. 2 $93 <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2 $73 <0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $56 <0.01% new 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.