Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,187,480 $115M 2.98% -442,454 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/ 841,141 $81.2M 0.01% -327,860 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 740,297 $71.4M 0.01% +18,320 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 627,705 $60.6M 0.1% +28,840 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 404,872 $39.1M 0.08% +1,494 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 396,266 $38.2M 0.01% -2,267 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 382,440 $36.9M 0.01% +44,527 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 360,985 $34.8M 0.01% -107,661 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 316,521 $30.5M 0.01% -16,978 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 294,113 $28.4M 0.04% -5,355 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 269,795 $26M 0.02% +237,272 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 266,018 $25.7M 0.05% -71,393 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 263,718 $25.5M 0.01% +17,950 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 257,951 $24.9M 0.01% +21,080 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 244,515 $23.6M 0.2% -17,221 13F-HR/A Timeline Group One Day In July LLC More: the full row for One Day In July LLC 228,366 $22M 2.21% -6,543 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 204,592 $19.8M 0.04% +19,064 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 196,416 $19M <0.01% +29,661 13F-HR/A Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 167,111 $16.1M 3.35% -8,692 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 158,253 $15.3M 1.6% +43,255 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 155,102 $15M 1.39% -1,501 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 153,962 $14.9M 0.01% +7,353 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 151,969 $14.7M 0.39% +9,774 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 129,672 $12.5M <0.01% +21,453 13F-HR Timeline Group Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 126,303 $12.2M 3.42% +3,653 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. 124,800 $12M 6.54% -11,500 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 121,183 $11.7M 0.04% -1,690 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 113,291 $10.9M 4.96% +2,812 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 108,501 $10.5M 2.84% +18,052 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 104,626 $10.1M 0.04% +40,651 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 144,663 $9.07M 1.95% -4,522 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 90,773 $8.76M 0.12% -404 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,956 $8.49M 0.24% +52,062 13F-HR/A Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 87,465 $8.44M 0.17% -4,496 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 79,919 $7.71M 0.57% +8,400 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 75,607 $7.3M 0.82% +1,480 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 70,174 $6.77M 0.01% +7,484 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 61,723 $5.96M 0.68% +11,130 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 61,278 $5.91M 0.14% +2,459 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 57,899 $5.59M 0.42% -4,163 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 56,343 $5.44M 0.01% +1,522 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 54,428 $5.25M 0.09% +19,725 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 50,260 $4.85M -28,969 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 50,113 $4.84M 0.01% -427 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 49,872 $4.81M 0.9% -8,391 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 48,998 $4.73M -14,850 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 47,821 $4.62M 0.06% +4,885 13F-HR/A Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 47,320 $4.57M 2.2% -3,264 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 46,389 $4.48M 2.94% +1,779 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 46,346 $4.47M 0.01% +15,008 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 44,379 $4.26M <0.01% +635 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 43,218 $4.17M <0.01% +31,656 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,860 $4.14M 0.03% -933 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 42,800 $4.13M 0.01% -5,231 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 40,128 $3.87M 1.3% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 39,158 $3.78M 0.11% +37 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 38,566 $3.72M 0.12% +12,350 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 36,711 $3.54M 0.03% -57 13F-HR Timeline EQ LLC More: the full row for EQ LLC 36,162 $3.49M 1.63% +100 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 36,024 $3.48M 0.27% +123 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 34,331 $3.31M 0.35% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 33,099 $3.19M 2.43% 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 32,683 $3.15M 2.07% +2,391 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 31,503 $3.04M 0.12% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 28,741 $2.77M 0.01% +7,087 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 28,556 $2.76M 0.02% +2,078 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 26,971 $2.6M 0.02% -3,856 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 26,003 $2.51M 0.26% -620 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 25,811 $2.49M 1.64% +2,168 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 24,686 $2.38M 0.64% -11 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 24,448 $2.36M 0.28% +1,501 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 24,224 $2.34M 0.02% +887 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 24,045 $2.32M 0.17% -74 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 22,800 $2.2M 0.12% -1,663 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 22,668 $2.19M 0.39% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 20,112 $2.13M 0.7% 0 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 21,650 $2.09M 0.09% 0 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 20,900 $2.02M <0.01% new 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 19,533 $1.92M 0.1% +1,181 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 19,474 $1.88M 0.05% +1,249 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 18,662 $1.8M 0.46% +1,338 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 18,649 $1.8M 0.03% -427 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 18,423 $1.78M <0.01% +1,695 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 18,169 $1.75M <0.01% +7,675 13F-HR/A Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 18,039 $1.74M 0.03% +4,512 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 17,999 $1.74M 0.72% -164 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 17,727 $1.71M 0.13% +510 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 17,445 $1.68M 0.29% +135 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 17,060 $1.65M 0.2% -1,100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 16,388 $1.58M 0.1% +9,810 13F-HR Timeline Group Belmont Capital, LLC More: the full row for Belmont Capital, LLC 16,051 $1.55M 0.28% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,051 $1.55M 0.03% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 15,831 $1.53M 0.56% -773 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 15,691 $1.51M 0.1% -16 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 15,380 $1.48M 0.15% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 15,229 $1.47M 0.26% +1,305 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 14,978 $1.45M 0.02% +266 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 14,700 $1.42M <0.01% +8,700 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,058 $1.36M 0.01% +1,600 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 14,024 $1.35M 0.72% -155 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 13,565 $1.31M 0.17% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 13,351 $1.29M 0.19% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 13,023 $1.26M 0.15% +58 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,653 $1.22M 0.02% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 12,489 $1.21M 0.57% -37 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 12,267 $1.18M 0.02% -6,600 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,898 $1.15M 0.01% +16 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,782 $1.14M <0.01% +3,119 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 11,664 $1.13M 0.71% -477 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,523 $1.11M 0.01% +1,619 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,505 $1.11M 0.08% +1,812 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,419 $1.1M 0.01% -140,356 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,419 $1.1M 0.01% +120 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 11,135 $1.07M 0.92% 0 13F-HR Timeline Group Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 11,130 $1.07M 0.26% -567 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,043 $1.07M <0.01% -38,236 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,934 $1.06M 0.06% 0 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 10,450 $1.01M 0.87% -3,403 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,350 $999K 0.03% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,808 $947K <0.01% +6,833 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,743 $940K 0.03% -997 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,361 $903K 0.01% +1,472 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,196 $888K <0.01% +2,915 13F-HR Timeline Group INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 9,110 $879K 0.45% +100 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,018 $870K 0.01% +25 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,970 $866K 0.02% -476 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 8,735 $843K 0.18% new 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 8,591 $829K 0.2% +4 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,298 $801K <0.01% +2,510 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 8,216 $793K 0.22% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 8,112 $783K 0.02% -1,512 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,098 $782K 0.12% -514 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 7,986 $771K 0.08% +1,688 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 7,908 $763K 0.55% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 7,702 $743K 0.01% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,507 $725K <0.01% +649 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,379 $712K 0.09% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 7,154 $690K 0.03% -3,537 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,097 $685K <0.01% 0 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 7,030 $678K 0.39% +16 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7,023 $678K 0.11% +458 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,121 $657K <0.01% -1,098 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 7,781 $652K 0.22% new 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 6,565 $634K 0.67% +1,609 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,461 $624K 0.06% +610 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,364 $614K 0.04% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 6,347 $613K 0.39% +580 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 6,345 $612K 0.2% +180 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,314 $609K <0.01% +1,029 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,511 $606K +245 Timeline Financial Council, LLC More: the full row for Financial Council, LLC 6,188 $597K 0.32% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 6,076 $587K <0.01% -142,974 13F-HR Timeline Group EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,962 $575K 0.35% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,956 $575K <0.01% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,908 $570K 0.06% +14 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,904 $570K 0.05% -2,139 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,887 $568K 0.02% +108 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 5,755 $555K 0.23% -315 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 5,695 $550K 0.41% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,649 $545K 0.06% -42 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,508 $532K <0.01% 0 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,318 $513K 0.05% -6,225 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,260 $508K <0.01% -35 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,221 $504K 0.02% +97 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,179 $500K 0.01% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,015 $484K 0.11% -26 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,987 $481K 0.01% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,931 $476K 0.24% +190 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,913 $474K 0.1% -150 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,906 $473K 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. 4,812 $464K <0.01% -1,826 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,728 $456K 0.26% -558 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,628 $447K 0.02% -103 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,622 $446K 0.02% -1,210 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,573 $442K 0.16% +1,128 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,570 $441K 0.08% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,471 $432K 0.01% -522 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,444 $429K 0.26% +125 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 4,425 $427K 0.24% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,400 $425K 0.01% +2,422 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,304 $415K 0.15% 0 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,301 $415K 0.25% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,215 $407K 0.12% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,477 $406K <0.01% 0 13F-HR/A Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,166 $402K 0.38% +525 13F-HR Timeline Whitcomb & Hess, Inc. 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