Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,115,920 $153M 2.91% +29,152 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 867,438 $119M 0.01% -13,951 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 825,868 $114M 0.01% +37,999 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 594,078 $81.7M 0.02% +213,709 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 591,038 $81.3M 0.09% -25,953 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 442,935 $60.9M 0.07% -3,812 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 430,671 $59.2M 0.01% -24,742 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 378,299 $52M 0.01% +80 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 363,428 $50M 0.15% +9,480 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 394,894 $49.7M 0.15% +192,029 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 361,491 $49.4M <0.01% +10,224 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 355,443 $48.9M -1,406 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 350,597 $48.2M 0.01% -12,594 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 338,693 $46.6M 0.34% +79,710 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 304,644 $41.9M <0.01% +19,178 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 268,540 $36.9M 0.01% +26,003 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 264,227 $36.4M 0.04% +12,960 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 250,961 $34.5M 0.47% +54,156 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 231,279 $31.8M 0.02% -7,282 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 225,666 $31M 0.03% +1,168 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 215,237 $29.6M 3.32% +11,725 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 172,006 $23.7M 0.47% -1,577 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 160,011 $22M 1.01% +19,719 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 153,116 $21.1M 4.03% -1,247 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 148,330 $20.4M 1.55% -1,492 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 140,861 $19.4M 1.35% -4,912 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 138,751 $19.1M 0.04% +943 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 138,590 $19.1M 0.02% -30,819 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 99,440 $13.7M 0.85% -18,376 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 99,110 $13.6M 0.03% +882 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 96,027 $13.2M <0.01% +13,921 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 95,378 $13.1M 0.09% +400 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 93,215 $12.8M 0.01% +20,603 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 92,625 $12.7M 0.02% +4,346 13F-HR/A Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 92,161 $12.7M 1.47% -1,295 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 85,513 $11.8M 0.17% -2,443 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 82,629 $11.4M 0.04% +46,547 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 79,432 $10.9M 1.11% +1,185 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 78,715 $10.8M 0.09% +1,949 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 75,508 $10.4M 0.04% +7,393 13F-HR Timeline Mitsubishi UFJ Asset Management (UK) Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management (UK) Ltd. 74,800 $10.3M 4.78% 0 13F-HR Timeline Group PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 74,800 $10.3M 1.37% +1,012 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 71,829 $9.88M 0.02% -50,506 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 69,874 $9.61M 2.83% -7,034 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 63,866 $8.78M 2.38% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 56,442 $7.76M 0.02% +20,625 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 52,315 $7.2M 0.11% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 52,126 $7.17M 0.01% +4,509 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 50,942 $7.01M 0.41% +93 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 50,221 $6.91M 0.27% -5,110 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 48,798 $6.71M 0.09% -154 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 47,731 $6.56M 0.06% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 47,337 $6.51M 0.03% +5,683 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 46,504 $6.4M 2.19% +4,914 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 44,096 $6.06M 1.69% -579 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 43,971 $6.05M 0.01% +1,470 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 43,428 $5.97M 0.1% +3,380 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 43,322 $5.92M <0.01% +4,418 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 39,922 $5.49M 0.28% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 39,057 $5.37M 0.01% +34 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 38,346 $5.27M 1.41% -640 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 38,140 $5.25M <0.01% -997 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 35,274 $4.85M 0.36% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 34,787 $4.78M 0.24% -20 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 33,038 $4.54M 2.83% -290 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 30,925 $4.25M <0.01% +8,500 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 30,095 $4.14M 0.01% -2,057 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 29,263 $4.02M 0.73% -185 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 28,781 $3.96M 1.74% -61 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 28,323 $3.91M 0.08% -89 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 27,976 $3.85M 0.23% +1,238 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 26,169 $3.6M 0.82% +298 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 25,600 $3.52M 0.01% -66 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 25,563 $3.52M 0.04% -3,796 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25,493 $3.51M 0.03% +7,218 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 25,164 $3.46M 0.07% new 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 24,464 $3.36M 0.18% -1,379 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 24,313 $3.34M 0.32% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 23,508 $3.23M 0.07% +1,151 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 22,637 $3.11M 1.38% +10,921 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 22,603 $3.11M 0.17% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 22,414 $3.08M -4,698 Timeline PFG Advisors More: the full row for PFG Advisors 21,993 $3.02M 0.15% +1,492 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 21,901 $3.01M 1.91% +3,142 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 20,951 $2.88M 1.34% -99 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 20,548 $2.83M 0.54% -701 13F-HR Timeline EQ LLC More: the full row for EQ LLC 20,543 $2.83M 0.69% -1,151 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 20,178 $2.78M 1.96% +174 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 24,136 $2.77M 1.75% +288 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 20,002 $2.75M 0.42% -1,368 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 19,334 $2.66M 0.1% -439 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 18,793 $2.58M 1.05% +6,504 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 18,274 $2.51M 0.03% -1,417 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 17,821 $2.45M 0.04% -240 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 17,357 $2.39M 1.42% -1,115 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 16,996 $2.34M 0.27% -36 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,957 $2.33M 0.01% +281 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 16,783 $2.31M 0.91% +56 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,747 $2.3M 0.02% +670 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 15,517 $2.13M 0.1% +3,056 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 15,762 $2.13M +8,404 Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 15,096 $2.08M 0.94% +1,505 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 15,045 $2.07M 0.18% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 14,650 $2.01M 0.24% -963 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 14,028 $1.93M 0.18% -86 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,004 $1.93M 0.01% +511 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 13,730 $1.89M 0.99% 0 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 13,294 $1.83M 1.45% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 13,369 $1.83M 0.01% +120 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 13,160 $1.81M 0.18% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,913 $1.78M 0.04% +8,454 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,275 $1.69M <0.01% -74 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,186 $1.68M 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,126 $1.67M 0.15% -269 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 11,952 $1.64M 0.58% -298 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 11,886 $1.63M 0.01% -1,246 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 11,754 $1.62M 0.24% +34 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,714 $1.61M <0.01% 0 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 11,468 $1.58M 0.12% -968 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,244 $1.55M 0.03% -2,015 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 11,227 $1.54M 0.24% -99 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 11,199 $1.54M 0.02% 0 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 11,125 $1.53M 0.58% +1,806 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 11,062 $1.52M 0.07% -52 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,986 $1.51M 0.06% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,972 $1.51M 0.02% -661 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 10,832 $1.49M 0.97% -9 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 10,821 $1.49M 0.12% -297 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,995 $1.37M <0.01% +466 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 9,872 $1.36M 0.07% 0 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 9,841 $1.35M 0.76% -420 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,807 $1.35M 0.01% -257 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 9,735 $1.34M 0.84% -50 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,670 $1.33M <0.01% +166 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,599 $1.32M <0.01% +865 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,553 $1.31M 0.08% +5,785 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 9,519 $1.31M 0.53% -17 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 9,510 $1.31M 0.15% -128 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,336 $1.28M 0.01% -600 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 9,024 $1.24M 0.16% +1 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,000 $1.24M 0.02% 0 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 8,779 $1.21M 0.19% 0 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 8,642 $1.19M 0.84% -508 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,328 $1.15M 0.03% -416 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,304 $1.14M <0.01% +111 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,087 $1.11M <0.01% +1,223 13F-HR Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 8,074 $1.11M 0.2% -180 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,935 $1.09M <0.01% +4,059 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 7,702 $1.06M 0.02% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 7,739 $1.04M 0.14% -26 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7,309 $1.01M 0.13% +200 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 7,194 $989K 0.41% -25 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 7,089 $975K 0.08% +709 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,818 $938K 0.01% +868 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 6,707 $922K <0.01% +462 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 6,637 $913K 0.63% -866 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 6,617 $910K 0.37% +120 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,194 $852K <0.01% 0 13F-HR Timeline Group Financial Council, LLC More: the full row for Financial Council, LLC 6,188 $851K 0.28% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 6,160 $847K 0.25% +392 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 6,076 $836K 0.32% -232 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,921 $814K <0.01% +2,588 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,794 $797K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,829 $796K 0.03% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,788 $796K <0.01% -2,510 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,747 $790K <0.01% -68 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,706 $785K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,683 $782K 0.02% 0 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,619 $773K 0.06% +646 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 5,612 $772K 0.3% -345 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,579 $767K 0.02% +325 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,508 $758K <0.01% 0 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,354 $736K 0.01% +1,670 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 5,352 $736K 0.19% -262 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,313 $731K 0.08% +100 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,307 $730K 0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,303 $729K <0.01% -13,304 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,128 $705K 0.01% -25 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,102 $702K 0.02% +51 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,014 $690K 0.03% -120 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 4,984 $686K 0.02% +1,768 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 4,935 $679K 0.23% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,879 $671K <0.01% +1,949 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 4,855 $668K 0.26% -85 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,788 $658K <0.01% +22 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,778 $657K 0.01% -8 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,732 $651K 0.23% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,724 $649K 0.03% +138 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,793 $643K <0.01% -1,678 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,650 $639K <0.01% +167 13F-HR Timeline Group ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 4,639 $638K 0.57% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,600 $633K 0.08% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,504 $619K <0.01% 0 13F-HR Timeline Group Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 4,458 $613K 0.3% -150 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,456 $613K 0.01% +10 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,327 $595K 0.09% -349 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,290 $586K 0.03% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,255 $585K 0.01% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,255 $585K +2,065 Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,243 $584K 0.03% -2,095 13F-HR Timeline