Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 224,833 $18.6M 0.03% +46,384 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 223,824 $18.5M 0.02% new 13F-HR Timeline Group Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 222,143 $18.4M 6.99% +12,472 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 222,037 $18.4M 1% +21,765 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 220,232 $18.2M 2.28% +10,555 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 217,375 $18M 0.61% +4,083 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 216,715 $17.9M 0.02% +36,214 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 215,558 $17.8M 0.12% +41,015 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 210,918 $17.4M 0.08% +28,473 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 207,613 $17.2M 1.93% +23,827 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 207,298 $17.1M -58,087 Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 203,675 $16.8M +40,992 Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 203,084 $16.8M 0.18% -7,862 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 201,144 $16.6M 0.29% +887 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 200,405 $16.6M 0.17% +29,747 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 197,587 $16.3M 2.94% +15,652 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 196,092 $16.2M 5.3% +9,895 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 195,822 $16.2M 5.07% +12,738 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 189,622 $15.7M 5.44% +8,584 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 189,477 $15.7M 2.86% +4,905 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 188,917 $15.6M 5.62% +13,421 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 188,877 $15.6M 6.67% +3,322 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 187,578 $15.5M 7.12% +4,054 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 185,717 $15.3M 4.47% +3,615 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 183,633 $15.2M 3.18% +15,499 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 183,469 $15.2M 2.86% -136,606 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 181,924 $15M 2.47% +17,170 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 180,706 $14.9M 3.39% +17,892 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 179,426 $14.8M 12.09% +3,207 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 178,813 $14.8M 1.73% +24,871 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 178,501 $14.8M 0.01% 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 177,479 $14.7M 0.01% -103,418 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 176,606 $14.6M 0.63% +26,309 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 173,344 $14.3M 2.08% +1,409 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 170,966 $14.1M 7.76% +4,752 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 170,334 $14.1M 3.23% +4,626 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 169,895 $14M 2.31% +48,490 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 168,428 $13.9M 1.73% -23,888 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 166,774 $13.8M 0.88% -2,527 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 165,790 $13.7M 0.07% +54,197 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 165,762 $13.7M 0.23% +40,570 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 165,116 $13.6M 0.05% +2,536 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 162,657 $13.4M 1.08% +2,112 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 161,962 $13.4M 0.07% -20,376 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 157,538 $13M 6.37% +9,286 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 155,271 $12.8M 0.46% -5,134 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 154,295 $12.8M 0.39% +11,224 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 154,193 $12.7M 7.55% +4,593 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 153,282 $12.7M 3.13% +6,928 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 150,752 $12.5M 6.68% +52,214 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 149,176 $12.3M 3.44% -74,782 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 147,791 $12.2M 0.08% -323,746 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 147,444 $12.2M 0.77% -242,545 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 146,321 $12.1M 0.14% new 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 145,292 $12M 2.06% +22,620 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 142,549 $11.8M 0.68% +2,977 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 144,050 $11.7M 4.71% +3,606 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 140,188 $11.6M 7.23% +9,490 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 140,081 $11.6M 4.14% +16,416 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 138,532 $11.4M 9.63% -1,810 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 138,508 $11.4M 1.95% +2,580 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 138,506 $11.4M 2.75% +4,893 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 137,546 $11.4M 0.29% -74 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 137,118 $11.3M 2.36% +3,158 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 136,666 $11.3M 0.26% +11,430 13F-HR Timeline Group Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 134,062 $11.1M 2.25% +6,621 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 133,995 $11.1M 1.43% +33,694 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 133,093 $11M 0.14% +5,987 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 132,460 $10.9M 0.2% +8,930 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 130,568 $10.8M 0.93% +6,869 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 130,290 $10.8M 2.24% +3,886 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 129,652 $10.7M 0.2% +23,470 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 129,276 $10.7M 0.95% +1,256 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 128,307 $10.6M 0.23% +38,845 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 127,578 $10.6M 0.17% +551 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 127,351 $10.5M 0.34% +73,821 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 127,224 $10.5M 0.12% +3,276 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 126,761 $10.5M 0.09% +3,191 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 126,257 $10.4M 0.08% -8,695 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 126,106 $10.4M 0.05% -27,804 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 124,918 $10.3M 7.78% -7,184 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 124,185 $10.3M 4.73% +10,510 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 123,736 $10.2M 4.35% +17,202 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 123,173 $10.2M 5.22% -23 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 122,932 $10.2M 1.73% +22,429 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 122,389 $10.1M 0.15% 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 122,372 $10.1M 3.88% +1,746 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 122,258 $10.1M 1.11% +1,152 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 121,178 $10M <0.01% +19,531 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 119,883 $9.91M 3.81% +8,308 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 116,544 $9.63M 6.09% +2,233 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 116,454 $9.62M 2.87% +4,546 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 116,385 $9.62M 2.32% -82 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 114,821 $9.49M 3.73% +7,767 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 115,391 $9.45M 0.24% +435 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 114,810 $9.44M 2.06% new 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 113,435 $9.38M 2.25% -9,695 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 113,075 $9.35M 1.15% -6 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 111,825 $9.24M 1.41% -13,444 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 111,112 $9.18M 0.26% +4,888 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 110,870 $9.13M 0.09% -7,830 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 110,024 $9.09M 0.39% +3,027 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 109,291 $9.03M 4.89% +6,736 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 108,804 $8.99M 0.16% +7,943 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 108,734 $8.99M 0.41% +5,967 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 108,331 $8.95M 7.38% +2,748 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 108,280 $8.95M 2.33% +7,373 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 107,991 $8.93M 6.52% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 107,629 $8.9M 1.66% +8,758 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 107,008 $8.84M 1.06% -3,090 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 105,938 $8.76M 1.85% 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 104,608 $8.65M 1.43% +1,385 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 104,323 $8.62M 2.19% +1,824 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 102,993 $8.51M 0.96% +98,488 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 102,191 $8.45M 0.57% -4,482 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 101,857 $8.42M 0.85% +83,208 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 100,930 $8.34M 1.26% +3,556 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 100,089 $8.27M 2.1% +3,000 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 99,623 $8.23M 1.66% +47,145 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 99,281 $8.21M 1.02% +32,934 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 98,270 $8.12M 3.6% +5,890 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 98,214 $8.12M 0.14% -479 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 97,690 $8.07M 0.02% -214,059 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 97,300 $8.04M 1.19% -261 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 96,225 $7.95M 0.25% -87 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 95,867 $7.92M 3.96% +10,214 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 94,265 $7.79M 3.39% +22,084 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 93,675 $7.74M 0.56% +557 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 93,077 $7.69M 0.37% -8,931 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 92,688 $7.66M 0.25% +5,533 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 92,516 $7.65M 1.96% +8,694 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 92,496 $7.64M 2.08% -4,250 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 91,682 $7.58M <0.01% -1,360,620 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 91,449 $7.56M 0.32% -1,281 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 91,239 $7.54M 0.22% +69,011 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 88,816 $7.34M 0.1% +12,587 13F-HR/A Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 88,720 $7.33M 0.41% +429 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 88,709 $7.33M +2,014 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 88,076 $7.28M 0.06% +9,581 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 88,002 $7.27M 0.04% +31,413 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 87,804 $7.26M 0.34% -473 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 87,797 $7.26M 0.53% -20,337 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 87,446 $7.23M 3.66% +14,577 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 87,276 $7.21M 0.64% +5,776 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 87,019 $7.19M 0.65% +54,750 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 86,334 $7.14M 2.57% +7,212 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 86,263 $7.13M 0.48% +6,539 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 86,263 $7.13M 0.02% +13,297 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 86,019 $7.11M 3.17% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 85,822 $7.09M 0.08% +4,102 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 85,765 $7.09M 5.65% +3,387 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 85,704 $7.08M 0.08% -25,222 13F-HR Timeline Group LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 85,540 $7.07M 1.59% +618 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 85,431 $7.06M 0.1% +4,378 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 84,872 $7.01M 0.42% -1,312 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 85,077 $6.99M 0.02% +1,809 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 83,817 $6.93M 0.03% +10,278 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 83,458 $6.9M 0.04% +16,788 13F-HR/A Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 83,311 $6.89M 0.83% +10,992 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 82,421 $6.81M 3.47% +12,504 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 82,159 $6.79M <0.01% +3,416 13F-HR Timeline Group Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 82,705 $6.76M 4.61% +64,719 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 80,961 $6.69M 2.97% +2,763 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 80,903 $6.69M 0.96% +74 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 78,750 $6.51M 0.26% +4,080 13F-HR/A Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 77,417 $6.4M 0.04% +19,286 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 76,976 $6.36M 0.09% -5,684 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 75,777 $6.26M 0.16% +7,711 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 75,720 $6.26M 3.47% +49,736 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 75,644 $6.25M 0.1% +4,971 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 75,521 $6.24M 0.46% +1,732 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 75,402 $6.23M 5.05% +5,502 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 75,175 $6.21M 0.51% +992 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 75,065 $6.2M 0.01% -1,908 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 74,776 $6.18M 1.15% -608 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 75,811 $6.18M 0.12% +6,046 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 75,474 $6.15M 3.16% -330 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 73,787 $6.1M 0.06% -1,609 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 73,506 $6.08M 3.04% -19,044 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 73,383 $6.07M 0.15% +61,032 13F-HR Timeline Group Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 73,364 $6.06M 2.19% +2,295 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 73,188 $6.05M <0.01% +51 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 72,837 $6.02M 0.02% +12,664 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 72,632 $6M 0.2% +64,056 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 72,382 $5.98M 1.72% +1,754 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 72,289 $5.97M 2.25% +31,291 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 72,109 $5.96M 0.17% -2,941 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 72,094 $5.96M 0.43% -72,109 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 71,708 $5.93M 0.71% -3,565 13F-HR Timeline One William Street Capital Management, … More: the full row for One William Street Capital Management, L.P. 71,700 $5.93M 14.01% 0 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 71,292 $5.89M 0.14% new 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. 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