MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,128,271 $317M 0.02% +239,550 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 789,235 $222M 0.01% +6,698 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 786,779 $221M 0.05% +15,054 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 785,817 $221M 0.05% +112,191 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 561,002 $158M 19.89% -27,021 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 520,090 $146M 0.03% +267,630 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 416,572 $117M 0.11% +22,071 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 414,066 $116M 0.01% -158,455 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 297,817 $83.6M 0.92% +44 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 291,021 $81.7M +34,001 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 289,764 $81.4M 0.03% +20,867 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 264,550 $74.3M 0.01% +67,531 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 246,576 $69.3M 20.94% +63,801 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 221,773 $62.3M 0.01% +32 13F-HR Timeline Group Flower City Capital More: the full row for Flower City Capital 218,984 $61.5M 36.27% -6,119 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 216,413 $60.8M 0.03% +210,658 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 209,360 $59.1M 1.6% +83,361 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 186,028 $52.2M 0.09% -23,065 13F-HR Timeline Group Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 164,904 $46.3M 35.99% +2,532 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 151,668 $42.6M 0.3% +10,963 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 140,494 $39.5M 4.12% +302 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 138,928 $39M 3.09% -46,877 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 117,588 $33M 0.04% +6,036 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 114,232 $32.1M 0.34% -1,773 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 111,335 $31.3M 0.05% -17,671 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 104,724 $29.4M 0.01% +857 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 103,008 $28.9M 1.1% +23,617 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 101,207 $28.8M 0.05% -728 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 97,337 $27.3M 0.68% +918 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 94,005 $26.4M 0.62% -2,848 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 92,406 $26M <0.01% +41,080 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 92,004 $25.8M 0.07% +13,996 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 88,151 $24.8M 0.44% +5,535 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 86,323 $24.2M 1.57% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 69,130 $19.4M 0.04% -16,423 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 68,468 $19.2M 1.45% +67,366 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 67,658 $19M 1.49% +4,206 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 67,202 $18.9M 2.42% +5,095 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 67,038 $18.7M 0.01% +38,822 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 66,576 $18.7M 0.07% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 65,437 $18.4M 0.03% +10,998 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 65,199 $18.3M 0.07% -2,898 13F-HR Timeline Group Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 64,771 $18.2M 11.15% +1,869 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 62,725 $17.6M 2.11% +4,987 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 61,304 $17.2M 0.75% -13,997 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 59,646 $16.8M 0.23% +9,377 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 58,129 $16.3M 1.76% +6,029 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 57,909 $16.3M 5.66% -6,989 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 52,246 $14.7M 0.04% +3,020 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 49,012 $13.8M 1.56% -425 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 47,003 $13.2M 0.01% +2,263 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 44,273 $12.4M <0.01% -370 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 44,213 $12.4M <0.01% +1,807 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 43,749 $12.3M 0.8% 0 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 42,869 $12M +311 Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 36,927 $10.4M 0.54% +2,679 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 36,523 $10.3M 0.9% +373 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 35,535 $9.98M 2.79% -347 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 35,325 $9.92M 0.01% +21,714 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 34,346 $9.65M 0.16% +11 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 34,268 $9.62M 0.03% +2,254 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 33,134 $9.31M 0.92% +3,653 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 31,743 $8.92M 1.44% +645 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 30,204 $8.48M 1.44% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 28,914 $8.12M 0.01% +4,510 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 28,101 $7.89M 0.81% +25 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 27,741 $7.79M <0.01% -440 13F-HR/A Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 27,426 $7.7M 0.04% -6,855 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 27,343 $7.68M 0.03% -690 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 26,421 $7.42M 0.01% -23 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 26,101 $7.33M 0.01% -60 13F-HR Timeline Group SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 25,031 $7.03M 2.59% +5 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 23,771 $6.68M 4.62% -481 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 23,279 $6.54M 0.38% +2,987 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 23,089 $6.48M 0.05% -499 13F-HR/A Timeline Group Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 22,781 $6.4M 0.34% -157 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 22,553 $6.33M 0.03% +284 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 20,360 $5.72M 2.89% +3,151 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 19,962 $5.65M 0.13% -53,114 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 20,049 $5.63M 0.03% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 19,041 $5.35M 0.24% +140 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 18,882 $5.3M 0.38% -868 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,176 $5.1M 0.01% -80 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 17,827 $5.01M 0.14% -285 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 17,627 $4.95M 0.85% +194 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 16,722 $4.7M 2.18% -73 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 16,051 $4.51M 1.04% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 15,860 $4.45M 0.46% -1,515 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 15,601 $4.38M 0.03% -1,124 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 15,571 $4.37M 0.03% -64 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 15,564 $4.37M 1.28% -223 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 15,490 $4.35M 0.2% -623 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 14,940 $4.2M 0.98% -479 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 13,166 $3.7M 0.07% 0 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 11,985 $3.37M 1.86% -12 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,689 $3.28M <0.01% +819 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,625 $3.28M 0.01% -12,983 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,323 $3.18M 0.01% +939 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 11,236 $3.16M -51 Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,831 $3.04M 0.04% -754 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,479 $2.94M <0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 10,010 $2.81M 0.08% +4,791 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 9,976 $2.8M 0.45% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 9,710 $2.73M 1.41% +251 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,635 $2.71M 0.05% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,574 $2.69M <0.01% new 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 9,475 $2.66M +2,742 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,377 $2.63M 0.01% +8,005 13F-HR/A Timeline Group Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 9,367 $2.63M 1.38% 0 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 9,354 $2.63M 0.28% new 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 8,985 $2.52M 0.51% +1,700 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,983 $2.52M 0.01% +393 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 8,965 $2.52M 0.23% +1,000 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 8,820 $2.48M 0.05% +4,357 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,813 $2.48M 0.16% +1,319 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 8,626 $2.42M 0.14% -1,895 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,595 $2.41M 0.15% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 8,377 $2.35M 0.6% +8,377 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 8,250 $2.32M 2.04% -152 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,109 $2.28M 0.11% +119 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,105 $2.28M 0.05% +450 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 7,742 $2.17M 0.82% -1,978 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 7,735 $2.17M 1.36% -479 13F-HR/A Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 7,708 $2.16M 0.32% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,361 $2.07M 0.04% 0 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,146 $2.01M 0.12% +6,340 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,143 $2.01M <0.01% 0 13F-HR/A Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,880 $1.93M 0.01% 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,798 $1.91M <0.01% +400 13F-HR/A Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,565 $1.84M 0.01% -340 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 6,540 $1.84M 0.51% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,296 $1.77M 0.33% -70 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 6,278 $1.76M 0.43% -259 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,100 $1.71M <0.01% -1,600 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,011 $1.69M 0.12% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 5,832 $1.64M 0.17% -240 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 5,828 $1.64M 1.65% +3,430 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,591 $1.57M 0.01% -503 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,362 $1.55M 0.04% +2 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 5,516 $1.55M 0.16% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,446 $1.53M 0.01% +16 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 5,394 $1.51M 0.65% -81 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,392 $1.51M 0.04% +91 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,238 $1.47M 0.05% +4,215 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,146 $1.45M <0.01% -1,865 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 5,133 $1.44M 0.29% -337 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,952 $1.39M 0.04% +162 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 4,596 $1.29M 0.4% -867 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,586 $1.29M 1.1% new 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,576 $1.29M 0.33% +45 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,571 $1.28M 0.42% -784 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 4,535 $1.27M 0.19% 0 13F-HR/A Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 4,489 $1.26M 1.02% -77 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,279 $1.2M 1.08% 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,237 $1.19M 0.05% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 4,208 $1.18M 0.34% -155 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,069 $1.14M 0.19% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,997 $1.12M 0.01% +48 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,788 $1.06M 0.13% -470 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,741 $1.05M 0.06% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,726 $1.05M 0.01% +1,557 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,596 $1.01M 0.06% -430 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,535 $993K 0.02% -366 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,520 $989K 0.66% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 3,471 $984K 0.16% -20 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,480 $977K 0.03% +40 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,439 $966K +450 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,383 $950K 0.01% -32 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,358 $943K 0.04% 0 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 3,250 $913K 0.38% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,245 $911K 0.01% -502 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,125 $878K 0.21% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,076 $864K 0.08% +18 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,857 $859K 0.22% -271 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,870 $806K 0.15% -507 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,708 $791K 0.26% -50 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,781 $781K 0.07% -1,375 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,778 $780K 0.01% +185 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,760 $775K 0.01% 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,728 $766K <0.01% +105 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 2,722 $765K 0.61% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,605 $732K 0.62% -4 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,600 $730K 0.87% -50 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 2,599 $730K 0.31% -84 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 2,466 $693K 0.24% +7 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 2,464 $692K <0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,406 $676K 0.01% +1 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,369 $665K 0.08% +149 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,302 $662K 0.01% -167 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,342 $658K 0.02% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,269 $654K 0.02% +5 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,319 $651K 0.01% 0 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 2,167 $609K -13 Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,163 $608K 0.26% +25 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,155 $605K 0.01% +20 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,103 $593K 0.01% -2,053 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,045 $574K <0.01% +12 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,955 $549K <0.01% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1,919 $539K 0.35% +5 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,910 $536K 0.02% 0 13F-HR Timeline