MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,385,990 $182M 0.01% +85,943 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/ 1,439,855 $110M 0.01% +61,275 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,406,030 $107M 0.02% +133,288 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,219,798 $92.9M 0.05% -171,607 13F-HR Timeline Group Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 1,055,190 $80.4M 1.41% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 930,967 $70.5M 2.36% -23,950 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 849,939 $64.7M 0.01% +732,622 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 848,183 $64.6M 0.01% -84,963 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 783,737 $59.7M <0.01% +631,054 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 654,283 $49.8M 0.05% +497,066 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 681,599 $49.3M 0.02% +200,523 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 528,714 $40.3M 0.01% +330,471 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 505,985 $38.5M 0.01% +124,013 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 435,754 $33.2M 0.05% +47,485 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 404,238 $30.8M <0.01% +73,104 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 241,132 $18.4M 0.04% +156,729 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 217,816 $16.6M 0.02% +36,616 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 217,445 $16.6M 0.02% -11,797 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 204,000 $15.5M 0.02% -46,150 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 170,547 $13M 0.13% -57,365 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 165,696 $12.6M 0.11% +117,275 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 151,883 $11.6M 2.11% -49,540 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 148,904 $11.3M 0.05% +108,251 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 139,001 $10.6M <0.01% +29,635 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 125,155 $9.53M 0.14% -3,394 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 119,880 $9.13M 0.01% +60,404 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 112,651 $8.58M 0.25% -2,689 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 104,528 $7.96M <0.01% +9,440 13F-HR Timeline Group ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 103,526 $7.88M 2.76% -7,205 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 102,549 $7.81M 2.77% -28,619 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 100,548 $7.66M 0.03% +85,719 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 100,199 $7.63M -18,169 Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 97,731 $7.44M 0.14% -7,575 13F-HR Timeline Group BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 96,515 $7.35M 3.12% +395 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 91,745 $6.99M 0.01% +6,882 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 91,115 $6.94M 1.95% +2,634 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 87,176 $6.64M <0.01% new 13F-HR Timeline Group Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 80,892 $6.16M 3.3% +10,190 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 70,872 $5.4M 0.43% -23,565 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 69,621 $5.3M 0.03% new 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 69,594 $5.3M 0.1% +7,453 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 67,061 $5.11M 1.26% +5,641 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 65,555 $4.99M 1.17% +3,897 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 63,477 $4.83M 0.16% +56,332 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 58,809 $4.48M 0.42% +2,406 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 52,187 $3.97M 0.1% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 51,078 $3.89M <0.01% +21,371 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 50,880 $3.87M 1.81% -474 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 49,858 $3.8M <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 49,705 $3.79M <0.01% +1,568 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 48,870 $3.72M 0.05% +2,024 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 47,828 $3.64M 0.01% +3,332 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 46,811 $3.56M 0.01% +15,615 13F-HR/A Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 45,600 $3.47M 0.21% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 43,531 $3.32M <0.01% -14,949 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 43,464 $3.31M <0.01% +7,740 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 43,052 $3.28M 0.32% +24 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 42,382 $3.23M 0.09% -3,385 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 41,668 $3.17M 0.02% +6,129 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 40,567 $3.09M 1.28% -358 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 40,465 $3.08M 0.05% -8,248 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 38,144 $2.91M 0.09% +37,890 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 37,754 $2.88M <0.01% -118,417 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 36,999 $2.82M 0.01% +13,745 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 36,462 $2.78M 0.19% +3,825 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 35,106 $2.67M 0.01% +27,466 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 34,729 $2.64M 0.02% +1,631 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 34,459 $2.62M 1.47% -88 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 34,295 $2.61M <0.01% new 13F-HR Timeline Group STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 34,114 $2.6M 1.9% -715 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 32,810 $2.5M 0.04% +578 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 32,782 $2.5M 0.05% -7,276 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 31,336 $2.39M 0.01% +16,316 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31,314 $2.38M 0.03% +25,712 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 31,260 $2.38M 0.12% +525 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 30,733 $2.34M 0.79% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,817 $2.23M <0.01% +10,948 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 28,406 $2.16M 0.02% +6,169 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 28,336 $2.16M 0.36% +432 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 28,210 $2.15M 0.28% -2,070 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 27,670 $2.11M 0.19% -3,338 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 27,544 $2.1M 0.31% +1,679 13F-HR Timeline LTS Liquid Investments LLC More: the full row for LTS Liquid Investments LLC 26,969 $2.05M 1.1% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 25,735 $1.96M 0.54% +550 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 25,000 $1.9M <0.01% -11,600 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 23,870 $1.82M 0.15% -6,683 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 23,056 $1.76M 0.76% -4,015 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,042 $1.75M <0.01% +15,616 13F-HR Timeline Group Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 22,829 $1.74M 0.59% +51 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,301 $1.62M 0.03% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,233 $1.54M 0.01% +4,839 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,217 $1.54M <0.01% +8,207 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 28,249 $1.48M 0.02% +4,504 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 23,984 $1.47M 0.69% -2,416 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 19,008 $1.45M 0.02% new 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 18,695 $1.42M 0.98% -2,586 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 18,535 $1.41M 0.66% -1,260 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 18,326 $1.4M 0.08% +13,555 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 18,176 $1.38M 0.01% +1,448 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 17,849 $1.36M 0.03% -3,492 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 17,777 $1.35M 0.04% +9,831 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,444 $1.33M 0.03% -515 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 17,088 $1.3M 0.46% +2,125 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 17,000 $1.29M 0.01% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 16,800 $1.28M <0.01% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 16,737 $1.27M 0.21% +10 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,648 $1.27M 0.01% +6,737 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 16,506 $1.26M 1.06% -3,792 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 16,506 $1.26M 1.06% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,908 $1.21M 0.01% +14,861 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,623 $1.19M <0.01% -2,455 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 15,476 $1.18M 0.04% +2,548 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 15,463 $1.18M <0.01% -1,021 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,153 $1.15M <0.01% +9,486 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,118 $1.15M <0.01% +402 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 15,116 $1.15M 0.04% -172 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 14,424 $1.1M <0.01% -315 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 14,336 $1.09M <0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,095 $1.07M <0.01% +910 13F-HR/A Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 13,911 $1.06M <0.01% +5,452 13F-HR Timeline Group Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 13,798 $1.05M 0.54% +5,544 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,510 $1.03M 0.03% +5,630 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 13,278 $1.01M 0.21% -160 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,154 $1M 0.02% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,039 $993K <0.01% +172 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 13,000 $990K 0.11% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 12,923 $984K 0.15% +7,658 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,557 $956K 0.01% -536 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 12,208 $930K 0.29% -342 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 12,059 $918K 0.37% +3,281 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11,882 $905K 0.08% +4,972 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,873 $904K 0.03% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,650 $887K 0.01% +2,500 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 11,227 $855K 0.04% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,966 $835K 0.09% -472 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 10,953 $834K 0.08% +1,453 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,711 $816K <0.01% -230 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 10,700 $815K 0.12% +203 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,677 $813K 0.15% +2,358 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 10,600 $807K 0.44% -25 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,280 $783K <0.01% -245 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 10,196 $777K 0.29% +2 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 10,000 $762K 0.03% 0 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 9,968 $759K 0.01% +243 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 9,784 $745K 0.21% +8,367 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 9,648 $735K 0.34% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 9,529 $726K 0.19% +101 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 9,488 $723K 0.35% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 9,357 $713K 0.05% -914 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 9,054 $690K 0.06% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,918 $675K 0.03% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,811 $671K 0.01% -1,341 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,634 $658K 0.01% +217 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 8,104 $617K 0.21% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,083 $616K 0.07% +2,406 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,040 $612K <0.01% +1,205 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,036 $612K 0.01% +3,057 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,023 $611K 0.12% -88 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 7,993 $609K 0.26% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,771 $592K 0.02% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 7,726 $588K 0.12% +4 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 7,709 $587K 0.06% +1,201 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 7,598 $579K 0.04% +2,163 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,489 $570K 0.07% +195 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,447 $567K 0.01% +613 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,395 $563K 0.03% -3,821 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,288 $555K <0.01% +2,323 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 7,233 $551K 0.17% +1,309 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,099 $541K 0.01% +1,564 13F-HR Timeline Group PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 7,010 $534K 0.52% -200 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,000 $533K 0.01% +2 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,939 $528K 0.04% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,882 $524K 0.01% +1,491 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,765 $515K 0.01% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,698 $510K 0.02% -402 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 6,679 $509K 0.3% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 7,090 $496K 0.12% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. 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