Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 105,539 $5.2M 0.07% -13,692 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 34,832 $1.72M 0.54% -250 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 26,150 $1.29M 0.52% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 23,692 $1.17M <0.01% +452 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 18,125 $893K 0.01% -1,665 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,638 $869K <0.01% +12 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,279 $753K <0.01% +10,518 13F-HR/A Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,483 $664K 0.02% -19,332 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 12,831 $632K <0.01% -1,775 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 12,430 $612K <0.01% -200 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,653 $574K <0.01% -383 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 9,495 $468K 0.34% 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 9,467 $466K 0.01% +130 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,375 $462K <0.01% +8,944 13F-HR/A Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 7,613 $375K 0.3% -13 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 7,128 $351K 0.05% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,024 $297K <0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,652 $278K <0.01% -1,002 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,952 $244K 0.02% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,532 $223K 0.07% 0 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 4,300 $212K 0.06% -691 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,289 $211K 0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 4,112 $209K 0.17% 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 2,320 $114K 0.06% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,976 $97.4K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,831 $90.2K <0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,698 $83.6K <0.01% new 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 966 $47.6K <0.01% -1,251 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 863 $42.6K <0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 620 $31K <0.01% 0 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 590 $29.1K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 394 $19.4K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 355 $17.5K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 333 $16.4K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 306 $15.1K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 110 $5.42K <0.01% new 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 85 $4.19K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 75 $3K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 40 $1.97K <0.01% new 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 11 $563 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 10 $493 <0.01% 13F-HR Timeline