MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,164,968 $352M 0.02% +36,697 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 797,115 $241M 0.06% +10,336 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 772,085 $233M 0.01% -17,150 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 763,112 $231M 0.05% -22,705 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 541,625 $164M 19.2% -19,377 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 508,197 $154M 0.03% -11,893 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 439,130 $133M 0.12% +22,558 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/ 393,661 $119M 0.01% -20,405 13F-HR/A Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 347,414 $105M 5.99% +261,091 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 299,696 $90.6M 0.9% +1,879 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 296,157 $89.5M 0.03% +6,393 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 263,066 $79.5M -27,955 Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 254,583 $76.3M 1.7% +45,223 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 229,263 $69.3M 37.27% +10,279 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 228,817 $69.2M 0.03% +12,404 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 219,350 $66.3M 0.01% -2,423 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 218,954 $66.2M 19.78% -27,622 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 165,873 $50.2M 0.08% -20,155 13F-HR Timeline Group Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 162,469 $49.1M 35.58% -2,435 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 154,689 $46.8M 0.29% +3,021 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 140,408 $42.5M 3.96% -86 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 135,271 $40.9M 3.15% -3,657 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 126,080 $38.1M 0.01% +21,356 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 117,965 $35.7M 0.04% +377 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 103,202 $31.2M 0.53% +15,051 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 102,691 $31M 1.09% -317 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 99,181 $30.1M 0.05% -2,026 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 97,531 $29.5M 0.25% -16,701 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 96,533 $29.2M 0.58% -804 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 93,087 $28.1M 0.03% +27,650 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 90,580 $27.4M 0.57% -3,425 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 81,399 $24.6M <0.01% -11,007 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 79,707 $24.1M 0.06% -12,297 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 74,747 $22.5M 0.02% +7,709 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 68,843 $20.8M 1.41% +375 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 67,737 $20.5M 0.03% -1,393 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 67,002 $20.3M 1.51% -656 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 66,898 $20.2M 0.08% +322 13F-HR Timeline Group Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 64,774 $19.6M 10.74% +3 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 64,170 $19.4M <0.01% -200,380 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 63,977 $19.3M 0.07% -1,222 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 63,009 $19.1M 0.25% +3,363 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 62,544 $18.9M 2.13% -181 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 61,526 $18.6M 5.84% +3,617 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 58,082 $17.6M 1.36% -47 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 56,141 $17M 2.15% -11,061 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 53,404 $16.1M 0.04% +1,158 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 51,691 $15.6M <0.01% +7,478 13F-HR/A Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 49,218 $14.9M 1.84% +206 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 47,053 $14.2M 0.01% +50 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 44,892 $13.6M 0.2% +34,061 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 43,749 $13.2M 1.04% 0 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 41,825 $12.6M 0.01% +6,500 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 35,733 $10.8M 0.53% -1,194 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 35,162 $10.6M 0.85% -1,361 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 34,628 $10.5M 0.04% +360 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 33,571 $10.2M 0.14% -775 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 32,840 $9.93M <0.01% -11,433 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 32,776 $9.91M 0.46% -28,528 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 32,455 $9.81M 2.53% -3,080 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 31,986 $9.67M 1.46% +243 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 30,204 $9.13M 1.43% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 30,032 $9.08M 0.8% -3,102 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 29,525 $8.93M 0.01% +611 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 29,112 $8.8M <0.01% +1,371 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 27,931 $8.45M 0.51% -170 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,025 $8.17M 0.01% +604 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 26,733 $8.08M 0.03% -610 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 26,558 $8.03M 0.08% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 26,061 $7.88M 0.01% -40 13F-HR Timeline Group Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 24,605 $7.44M 0.36% +1,824 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 23,330 $7.05M 4.19% -441 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 23,036 $6.96M 0.38% -243 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 22,951 $6.94M 0.04% -138 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 22,434 $6.78M 0.03% -119 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 21,196 $6.41M 2.96% +836 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 20,049 $6.06M 0.03% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 19,297 $5.83M 0.16% +1,470 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 18,916 $5.72M 0.23% +3,426 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,149 $5.49M 0.01% -27 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 18,111 $5.48M 0.03% +2,510 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 17,555 $5.31M 0.21% -1,486 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 17,163 $5.19M <0.01% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,303 $4.93M 0.31% -2,579 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 16,277 $4.92M 2.09% -445 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 16,033 $4.85M 0.01% -95,302 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 15,889 $4.8M 0.86% -162 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 15,671 $4.74M 1.26% +107 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 15,137 $4.58M 0.03% -434 13F-HR/A Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 14,725 $4.45M 0.95% -215 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 14,513 $4.39M 0.08% new 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,540 $4.36M 0.01% +2,915 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 13,870 $4.19M 0.4% -1,990 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,624 $4.12M 0.06% +13,509 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 13,166 $3.97M 0.06% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,449 $3.76M 0.02% +9,721 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,202 $3.69M 0.01% +879 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,826 $3.58M <0.01% +137 13F-HR Timeline Group Brown Financial Advisory More: the full row for Brown Financial Advisory 11,810 $3.57M 1.87% -175 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 11,194 $3.38M -42 Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 10,348 $3.13M 0.69% +4,070 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,096 $3.05M 0.09% +86 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 9,976 $3.02M 0.46% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 9,747 $2.95M 1.34% +37 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 9,654 $2.92M 0.58% +669 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,635 $2.91M 0.05% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,399 $2.84M 0.01% +416 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 9,390 $2.84M -85 Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,310 $2.81M 0.22% +345 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 9,300 $2.81M <0.01% +3,200 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 9,265 $2.8M 0.31% -89 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,154 $2.77M <0.01% +8,099 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,108 $2.75M 0.16% +295 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,595 $2.6M 0.15% 0 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 8,247 $2.49M 1.23% -1,120 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 8,238 $2.49M 0.56% -139 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 7,965 $2.41M 1.8% -285 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 7,869 $2.38M 0.13% -757 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 7,833 $2.37M 0.33% +125 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,791 $2.36M 0.1% -318 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 7,742 $2.34M 0.81% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,593 $2.3M 0.05% -512 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,579 $2.29M <0.01% -1,995 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,361 $2.23M 0.03% 0 13F-HR Timeline Group FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 7,262 $2.2M 2.72% 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 7,165 $2.17M 0.01% +285 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,164 $2.17M 0.12% +18 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 6,920 $2.09M 1.24% -815 13F-HR/A Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 6,540 $1.98M 0.53% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,288 $1.96M 0.32% -8 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,375 $1.93M 0.01% -190 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,163 $1.86M <0.01% -635 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,011 $1.82M 0.12% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,817 $1.76M <0.01% -1,326 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,461 $1.65M 0.01% +15 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,363 $1.64M 0.04% +1 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 5,363 $1.62M 0.64% -31 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,351 $1.62M 0.04% +399 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,296 $1.6M 0.03% -3,524 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 5,280 $1.6M 1.49% -548 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,238 $1.58M 0.05% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,116 $1.55M 0.03% -276 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,939 $1.49M <0.01% -5,540 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,871 $1.48M 0.18% -961 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 4,652 $1.41M 0.27% -481 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 4,601 $1.39M 1.04% +112 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,486 $1.36M 0.02% +489 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,456 $1.35M 0.41% -115 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 4,456 $1.35M 0.4% -140 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,425 $1.34M 0.32% -151 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,387 $1.33M <0.01% new 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 4,237 $1.28M 0.05% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 4,209 $1.27M 0.35% +1 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,160 $1.26M 0.39% new 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 4,091 $1.24M 0.69% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,069 $1.23M 0.18% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,857 $1.17M 0.07% +261 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,792 $1.15M 0.12% +4 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,771 $1.14M 0.01% +45 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,741 $1.13M 0.07% 0 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,520 $1.06M 0.62% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 3,471 $1.06M 0.17% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,480 $1.05M 0.03% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,445 $1.04M +6 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,360 $1.02M 0.01% -23 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,358 $1.02M 0.03% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,310 $1M 0.01% +65 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,301 $998K 0.02% -234 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 3,250 $983K 0.37% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,189 $964K <0.01% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,125 $945K 0.21% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,085 $933K 0.06% +9 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,058 $925K 0.22% +201 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,018 $912K 0.03% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,014 $911K 0.01% +236 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,870 $868K 0.15% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,796 $845K 0.01% +36 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,758 $834K 0.01% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,756 $833K 0.07% -25 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,708 $819K 0.28% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,600 $786K 0.74% 0 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 2,563 $775K 0.3% -36 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,531 $765K 0.6% -74 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,499 $756K <0.01% +35 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 2,473 $748K 0.23% +7 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,407 $728K 0.01% +1 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,392 $723K 0.08% +23 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,388 $722K 0.01% +86 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,348 $710K 0.01% +29 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,348 $710K 0.02% +6 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,275 $709K 0.02% +6 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,275 $688K 0.01% +120 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 2,229 $674K +62 Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,094 $633K 0.22% -69 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,084 $630K 0.48% -2,502 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,068 $627K 0.01% -35 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,071 $626K <0.01% +497 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 2,052 $620K 0.35% +148 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1,917 $580K 0.33% -2 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,910 $577K 0.02% 0 13F-HR Timeline