Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 13,868,529 $662M 1.84% +219,702 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,391,927 $257M 0.04% -170,319 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,850,404 $88.3M 0.19% +893,939 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,499,316 $71.6M 0.99% +60,596 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,293,479 $61.8M -71,648 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,085,796 $51.8M 0.37% -98,021 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 897,192 $42.8M <0.01% -24,434 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 726,109 $34.7M <0.01% +58,895 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 725,629 $34.6M 0.03% +17,311 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 696,270 $33.2M 0.03% -117,979 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 478,256 $22.8M 0.04% -183,321 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 438,007 $20.9M 4.36% +13,847 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 417,236 $19.9M <0.01% -13,172 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 389,705 $18.6M 0.37% +15,500 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 383,400 $18.3M 0.62% -11,750 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 357,400 $17.1M 0.48% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 333,380 $15.9M 0.02% +233,945 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 262,095 $12.5M 0.02% -4,086 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 246,499 $11.8M <0.01% +12,607 13F-HR/A Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 232,908 $11.1M 0.89% -16,996 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 214,815 $10.3M 1.68% +5,955 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 209,325 $9.99M 3.22% +23,163 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 206,331 $9.85M 0.28% +6,874 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 196,638 $9.39M 2.36% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 182,721 $8.72M 0.03% -318,454 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 176,652 $8.43M <0.01% -75,191 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 161,829 $7.73M 0.38% +497 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 156,411 $7.47M 0.16% +919 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 150,871 $7.2M 0.37% -2,835 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 150,071 $7.16M 0.05% +701 13F-HR Timeline Group Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 146,340 $6.99M 0.81% -1,466 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 138,650 $6.62M 0.08% +11,466 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 137,308 $6.56M <0.01% +1,527 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 130,416 $6.23M 0.2% +6,830 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 126,814 $6.05M 1.23% +65,258 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 125,805 $6.01M 0.01% +6,600 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 123,513 $5.9M 4.72% +2,483 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 121,513 $5.8M 2.59% -4,571 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 121,380 $5.79M 0.01% +15,148 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 115,841 $5.53M <0.01% -1,048 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 113,850 $5.44M 0.02% new 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 111,817 $5.33M 3.09% -1,449 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 109,931 $5.25M 0.17% +8,858 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 106,584 $5.09M 1.53% +53 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 105,114 $5.02M <0.01% +2,401 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 104,861 $5.01M 3.14% -829 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 98,553 $4.7M -78,240 Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 97,082 $4.63M 0.47% -6,696 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 94,829 $4.53M 0.01% +14,907 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 93,738 $4.48M 0.84% -2,257 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 91,979 $4.39M 0.63% +8,707 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 91,885 $4.39M 2.66% +736 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 89,887 $4.29M 1.14% +1,728 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 86,725 $4.14M 0.05% -3,637 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 84,043 $4.01M 0.14% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 82,441 $3.94M <0.01% +4,222 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 79,208 $3.78M 1.01% +1,239 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 78,630 $3.75M 0.34% -19,037 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 76,009 $3.63M 2.57% +2,301 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 73,278 $3.5M 1.25% +2,894 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 69,163 $3.3M 0.07% -1,895 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 68,535 $3.27M 1.37% -1,812 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 67,565 $3.23M 0.27% +1,025 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 66,720 $3.19M <0.01% -10 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 66,106 $3.16M <0.01% +8,128 13F-HR Timeline Group Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 62,352 $2.98M 1.38% +652 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 59,838 $2.86M 1.14% -905 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 59,743 $2.85M 0.95% +2,544 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 58,917 $2.81M 1.87% +5,339 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 57,720 $2.76M 0.02% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 55,241 $2.64M 0.69% +4,302 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 52,842 $2.52M 0.4% +167 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 51,749 $2.47M 0.01% -1,426 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 51,384 $2.45M 0.62% +16,190 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 50,143 $2.39M 0.01% -715 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 47,386 $2.26M 0.76% +84 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 44,406 $2.12M <0.01% +12,827 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 44,382 $2.12M 0.16% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 44,210 $2.11M 0.57% +1,291 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 43,744 $2.08M <0.01% -731 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 42,003 $2.01M 0.01% +348 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 41,717 $1.99M 0.03% +128 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 41,519 $1.98M 0.06% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 40,022 $1.91M 0.18% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 38,735 $1.85M <0.01% +254 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 37,055 $1.77M 0.27% -60 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 35,947 $1.72M 0.04% -1,967 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 35,177 $1.68M 0.74% +1,437 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 34,593 $1.65M 0.7% -839 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 33,585 $1.6M 0.31% +800 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 32,369 $1.55M 0.5% -2,758 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 32,145 $1.53M <0.01% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 31,754 $1.52M <0.01% +7,522 13F-HR Timeline Group WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 30,775 $1.47M 0.44% +1,149 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 30,429 $1.45M <0.01% +6,556 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 30,507 $1.45M 0.65% 0 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 30,254 $1.44M 0.65% -183 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 29,922 $1.43M 0.65% -128 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 29,746 $1.42M 0.31% +1,736 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 29,722 $1.42M 0.66% -3,704 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 29,138 $1.39M 0.24% -430 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 27,860 $1.33M 0.24% -58 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 26,675 $1.27M 0.01% +786 13F-HR/A Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 26,106 $1.25M 0.69% -1,603 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 25,895 $1.24M 0.11% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,600 $1.22M 0.02% -13,601 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 25,558 $1.22M 0.02% -6,309 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 25,338 $1.21M 0.45% +525 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 24,798 $1.18M +1,922 Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 24,634 $1.18M 0.08% +186 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 24,499 $1.17M <0.01% +3,117 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 24,445 $1.17M 0.72% -70 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 23,192 $1.11M 0.28% +460 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 22,943 $1.1M 0.04% +1,082 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 22,434 $1.07M 0.91% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 22,403 $1.07M 0.92% +6,470 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,206 $1.01M <0.01% -4,057 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 20,031 $956K 0.01% -368 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 19,897 $950K 0.19% +15,112 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 19,505 $931K 0.79% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 19,300 $921K <0.01% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 19,234 $918K 0.25% -46 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 18,624 $889K 0.01% -255 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18,249 $871K 0.03% -1,268 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 18,018 $860K 0.01% -7,754 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 18,001 $859K 0.02% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,976 $858K <0.01% +8,811 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 17,950 $857K 0.09% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 17,884 $854K 0.62% -1,697 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 17,680 $844K 0.08% -85 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 17,338 $828K 0.05% +2,223 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 17,334 $828K 0.65% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 17,334 $828K 0.65% -1,488 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 16,539 $790K 0.09% +485 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 15,874 $758K <0.01% -3,306 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 15,555 $743K 0.02% -190 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 15,335 $732K 0.05% -468 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,703 $702K 0.03% +183 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 13,892 $663K 0.23% 0 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 13,647 $652K 0.48% -736 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 13,310 $635K 0.83% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,239 $632K <0.01% +500 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,863 $614K 0.01% +2,413 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 12,776 $610K 0.03% -1,000 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 12,455 $595K 0.08% -583 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,243 $584K <0.01% -4,519 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 11,685 $558K 0.26% +135 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,661 $552K 0.06% -4,600 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 11,444 $546K 0.01% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 11,400 $544K 0.12% 0 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 11,393 $544K 0.36% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 11,374 $543K 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,342 $541K <0.01% -1,789 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 11,205 $535K 0.17% -1,133 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,190 $534K 0.03% -5,719 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 11,045 $527K 0.36% +458 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,989 $525K 0.01% new 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 10,983 $524K 0.18% new 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 10,872 $519K 0.26% +54 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,866 $519K <0.01% +392 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,778 $515K 0.12% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,561 $504K 0.15% +474 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 10,085 $481K 0.08% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 10,069 $481K 0.12% -142 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 10,000 $477K <0.01% -35,000 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10,000 $477K 0.07% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 9,677 $462K 0.46% -2,390 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 9,627 $460K 0.23% -28 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,416 $450K <0.01% -2,281 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. 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