JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 106,115 $3.56M <0.01% +2,365 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 106,063 $3.55M 0.01% -9,102 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 105,265 $3.52M +2,550 Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 104,909 $3.51M 0.32% -68,730 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 104,786 $3.51M 0.37% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 103,949 $3.48M 0.18% -2,439 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 103,126 $3.45M 1.38% -826 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 102,411 $3.43M 0.01% -907 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 99,368 $3.32M 0.01% +8,480 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 98,174 $3.28M 0.18% +7,123 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 95,801 $3.21M +554 Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 93,847 $3.14M 0.04% -4,950 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 93,345 $3.12M 0.04% +11,771 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 92,444 $3.09M 0.22% -9,646 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 91,648 $3.07M 0.01% +967 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 91,522 $3.06M 0.06% +1,683 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 90,938 $3.04M 2.54% -627 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 89,653 $3M 1.6% +32,147 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 88,584 $2.96M 0.91% +6,727 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 88,018 $2.95M 0.19% +10,453 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 88,104 $2.93M 2.29% +31,599 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 86,539 $2.9M 0.23% -8,547 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 82,959 $2.78M 1.63% +1,477 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 82,742 $2.77M 0.88% -16,084 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 82,411 $2.76M 0.11% +8,904 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 80,530 $2.69M 0.05% -12,990 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 80,472 $2.69M 1.29% +4,603 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 77,985 $2.61M 1.8% -579 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 77,707 $2.6M 1.41% -74,076 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 77,324 $2.59M 0.54% +3,231 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 77,298 $2.59M 0.83% -2,062 13F-HR Timeline Group VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 75,182 $2.52M 2.07% +9,716 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 74,404 $2.49M 1.74% -6,733 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 73,799 $2.47M 0.03% +67,054 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 73,186 $2.45M 0.11% -3,737 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 72,054 $2.41M 1.22% +19,337 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 68,791 $2.29M 0.02% +39,609 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 68,078 $2.28M 0.08% +7,563 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 67,060 $2.24M 0.78% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 66,238 $2.22M 0.01% +14,744 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 63,862 $2.14M 0.03% +4,163 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 63,732 $2.13M 0.19% -774 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 61,156 $2.05M 0.03% -36,624 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rinkey Investments More: the full row for Rinkey Investments 60,896 $2.04M 0.48% +3,896 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 60,835 $2.04M 0.02% +8,469 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 59,664 $2M <0.01% +456 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 59,566 $1.99M 0.22% -6,265 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 59,470 $1.99M 0.05% new 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 59,338 $1.99M 0.12% +4,294 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 57,438 $1.92M 0.03% -4,653 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 56,114 $1.88M 1.32% -3,198 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 55,974 $1.87M 0.51% -31,865 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 55,892 $1.87M 0.02% +5,689 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 55,856 $1.87M 0.51% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 55,817 $1.87M 0.02% 0 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 55,368 $1.85M <0.01% +47,038 13F-HR/A Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 54,972 $1.84M 0.03% -3,936 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 54,077 $1.81M 0.18% +17,023 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 52,984 $1.77M 0.52% +553 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 52,878 $1.77M 0.31% +1,163 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 52,778 $1.77M 0.78% +1,712 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 51,672 $1.73M 0.15% +1,899 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 51,636 $1.73M 0.18% +5,275 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 50,669 $1.7M 0.02% -1,278 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 50,352 $1.68M 0.41% +876 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 49,612 $1.66M 0.03% +110 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 49,322 $1.65M 1.03% -2,366 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 48,813 $1.63M 0.03% -1,426 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 47,372 $1.59M 0.36% -78 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 46,261 $1.55M <0.01% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 43,662 $1.46M 0.02% -33,599 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 43,144 $1.44M 0.07% +2,565 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 42,778 $1.43M 0.56% -307 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 42,002 $1.41M 0.09% -2,684 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 41,796 $1.4M 0.27% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 41,399 $1.39M <0.01% +14,591 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 40,877 $1.37M 0.08% -6,923 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 40,788 $1.36M 0.75% new 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 39,891 $1.33M 0.18% +3,344 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 39,672 $1.33M 0.07% +2,152 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 38,879 $1.3M 0.14% +5 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 38,417 $1.29M 0.1% +17,554 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 38,166 $1.28M -32,408 Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 38,111 $1.28M 0.74% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 37,901 $1.27M 0.31% +17,431 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 37,359 $1.25M 0.05% -70 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 36,557 $1.22M 0.04% 0 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 36,083 $1.21M 0.06% -1,566 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 35,710 $1.19M 0.01% -2,860 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 34,838 $1.17M 0.49% +2,975 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 34,642 $1.16M 0.02% +584 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 34,239 $1.15M 0.35% +630 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 33,608 $1.12M 0.16% +1,321 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 32,227 $1.08M <0.01% +25,977 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 31,877 $1.07M 0.02% +10,647 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 30,827 $1.03M <0.01% -82 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 30,814 $1.03M 0.5% +3,299 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 30,667 $1.03M 0.04% -6,706 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 29,985 $1M 0.48% +1,525 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 29,939 $1M 0.47% +380 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 28,971 $969K 0.18% -2,248 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 28,767 $963K 0.24% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 28,073 $939K 0.06% new 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 27,823 $931K 0.63% +9,664 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 27,807 $930K 0.03% -1,863 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 27,477 $919K 0.13% -296 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 27,207 $910K 0.01% -1,356 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 27,172 $909K 0.02% -2 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 26,782 $896K 0.33% -1,428 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 26,902 $895K 0.19% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 26,441 $885K 0.07% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 26,411 $884K 0.01% -12,396 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 25,528 $854K 0.01% -17,733 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 25,409 $850K 0.07% -597 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 25,401 $850K 0.02% +15,638 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 25,194 $843K 0.06% +193 13F-HR/A Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 24,767 $829K 0.01% +2,824 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 24,596 $823K 0.01% +52 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 24,307 $813K 0.05% +715 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 24,170 $809K 0.06% +2,965 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 24,136 $808K 0.02% +2,290 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 23,866 $799K 0.01% +9,329 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,709 $793K <0.01% -1,046 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 23,240 $778K <0.01% -917 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 23,218 $777K 0.17% -3,155 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 22,476 $752K 0.01% +458 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 22,395 $749K 0.17% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 22,305 $746K 0.05% +203 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 22,210 $743K 0.03% +1,475 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 22,130 $740K 0.34% -271 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 21,759 $728K <0.01% +14,169 13F-HR Timeline Group Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 20,767 $695K 0.62% -3,929 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 20,589 $689K 0.26% +1,501 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 20,538 $687K 0.02% +467 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 20,307 $679K 0.02% -1,334 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 20,290 $679K 0.14% +736 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 20,007 $669K 0.24% -324 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 19,586 $655K <0.01% +1,830 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 19,392 $650K 0.03% new 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 19,427 $650K 0.09% +395 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 19,356 $644K 0.01% +79 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19,135 $640K 0.13% -10 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 18,990 $635K <0.01% 0 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 18,806 $629K 0.02% -1,004 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 18,510 $619K 0.19% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,218 $610K <0.01% +188 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17,399 $582K 0.06% -1,175 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 17,383 $582K 0.18% -43 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 17,310 $579K 1.06% +3,327 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 17,087 $572K 0.14% -200 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 17,020 $569K 0.78% +184 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 16,734 $560K 0.25% +984 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 16,731 $560K 0.04% -45 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 16,703 $559K 0.09% -39 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 16,619 $556K 0.28% +14 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 16,587 $555K 0.11% +2,955 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,428 $550K 0.01% +707 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,290 $545K 0.01% -12,658 13F-HR Timeline Group SWS Partners More: the full row for SWS Partners 16,140 $540K 0.12% +3 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 16,062 $537K 0.04% +1,280 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,646 $524K 0.02% -452 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 15,424 $516K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 15,376 $513K 0.01% -75 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 15,262 $511K 0.13% +3,412 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 15,135 $506K 0.02% +2,495 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,121 $506K 0.02% -392 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 15,100 $505K <0.01% -174,400 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,748 $493K 0.01% +4,051 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 14,580 $488K 0.02% +289 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 14,449 $482K 0.02% new 13F-HR Timeline Group Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 14,371 $481K 0.49% -11,345 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 14,317 $479K 0.01% new 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 14,203 $475K 0.04% +700 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,162 $475K 0.02% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 14,162 $474K 0.05% +1,415 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 13,956 $467K 0.04% +1,522 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 13,770 $461K 0.06% +796 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 13,740 $460K 0.13% -579 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 13,586 $455K 0.36% +937 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,538 $453K <0.01% -2,116 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 13,258 $444K <0.01% +1,317 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 13,150 $440K 0.07% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 13,132 $439K 0.06% -33,029 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 13,100 $438K 0.16% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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