MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,300,047 $107M 0.01% -310,383 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,391,405 $64.7M 0.04% -702,854 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/ 1,378,580 $64.1M <0.01% +33,575 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,272,742 $59.2M 0.02% +160,045 13F-HR Timeline Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 1,055,190 $49.1M 1.47% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 954,917 $44.4M 1.68% +235 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 933,146 $43.1M 0.01% -86,664 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 481,076 $22.1M 0.01% +142,411 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 388,269 $18.1M 0.03% +83,970 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 381,972 $17.8M 0.01% +45,148 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 331,134 $15.4M <0.01% -6,907 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 324,966 $15.1M 0.02% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 250,150 $11.6M 0.02% +53,277 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 229,242 $10.7M 0.01% -25,866 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 227,912 $10.6M 0.12% +3,146 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 201,423 $9.37M 2% +168,896 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 198,243 $9.22M <0.01% +21,583 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 181,200 $8.43M 0.01% -181,380 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 165,307 $7.69M 0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 157,217 $7.32M 0.01% +12,626 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 156,171 $7.27M 0.01% +3,953 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 152,683 $7.1M <0.01% +152,552 13F-HR Timeline Group McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 131,168 $6.1M 2.52% +3,202 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 128,549 $5.98M 0.1% -1,561 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 118,368 $5.51M +55,823 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 117,317 $5.46M <0.01% +110,712 13F-HR/A Timeline Group CX Institutional More: the full row for CX Institutional 115,340 $5.37M 0.16% +93,846 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 110,731 $5.15M 1.93% +8,066 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 109,366 $5.09M +56,249 Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 105,306 $4.9M 0.1% -614 13F-HR Timeline Group BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 96,120 $4.47M 2.31% +4,122 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 95,088 $4.42M <0.01% +6,602 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 94,437 $4.39M 0.39% +4,843 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 88,481 $4.12M 1.36% +8,559 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 84,863 $3.95M 0.01% -2,139 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 84,403 $3.93M 0.01% +38,119 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 78,515 $3.65M 1.58% -1,115 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 70,702 $3.29M 2.11% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 62,141 $2.89M 0.06% -17,124 13F-HR/A Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 61,658 $2.87M 0.82% +9,772 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 61,420 $2.86M 0.85% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 59,476 $2.77M <0.01% +1,662 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 58,480 $2.72M <0.01% +6,805 13F-HR Timeline Group Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 57,693 $2.68M 1.36% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 56,403 $2.62M 0.28% +11,315 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 51,354 $2.39M 1.2% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 48,713 $2.27M 0.04% -1,140 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 48,421 $2.25M 0.03% +30,984 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 48,137 $2.24M <0.01% +12,657 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 46,846 $2.18M 0.03% -96,754 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 45,767 $2.13M 0.07% +8,441 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 45,600 $2.12M 0.15% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 44,496 $2.07M <0.01% +3,357 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 43,028 $2M 0.22% +5,000 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 40,925 $1.9M 0.81% -1,137 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 40,653 $1.89M 0.01% +3,399 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 40,058 $1.86M 0.04% +13,748 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 39,014 $1.82M <0.01% -17,500 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 36,600 $1.7M <0.01% +18,300 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 35,724 $1.66M <0.01% +6,617 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 26,400 $1.66M 0.81% -1,480 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 35,539 $1.65M 0.01% +17,688 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 34,829 $1.62M 1.3% +1,000 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 34,547 $1.61M 1.06% +2,040 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 33,098 $1.54M 0.02% +1,701 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 32,637 $1.52M 0.12% +6,077 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 32,232 $1.5M 0.02% +337 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 31,196 $1.45M <0.01% +572 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 31,008 $1.44M 0.16% -1,532 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 30,735 $1.43M 0.08% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 30,553 $1.42M 0.14% -355 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 30,280 $1.41M 0.21% +2,784 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 29,707 $1.38M +26,549 Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 27,904 $1.3M 0.25% -44 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 27,071 $1.26M 0.65% +5,482 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 25,865 $1.2M 0.2% +3,374 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 25,185 $1.17M 0.4% +2,076 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 23,745 $1.1M 0.02% +871 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,254 $1.08M 0.01% +2,737 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 22,778 $1.06M 0.42% -632 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 22,237 $1.03M 0.01% +489 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 21,341 $993K 0.03% +9,129 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 21,281 $990K 0.68% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,869 $948K <0.01% -11,348 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 20,298 $944K 0.89% 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 19,795 $921K 0.51% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,078 $841K <0.01% -14,543 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,959 $836K 0.02% +1,597 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 17,000 $791K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,728 $778K 0.01% -59,951 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 16,727 $778K 0.15% +4,151 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,555 $770K 0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 16,484 $767K <0.01% +1,645 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,394 $716K 0.01% +925 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 15,288 $711K 0.03% +8,815 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,020 $699K 0.01% +7,157 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 14,963 $696K 0.28% +1,488 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,829 $690K <0.01% -1,148 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 14,739 $686K <0.01% -12 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 14,716 $685K <0.01% +1,597 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,620 $680K 0.02% +3,381 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 13,438 $625K 0.17% +5,556 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,185 $613K <0.01% -3,024 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,093 $609K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 13,000 $605K 0.07% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,928 $602K 0.04% +402 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,867 $599K <0.01% -726 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 12,550 $584K 0.2% +79 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,010 $559K <0.01% -48,063 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 11,438 $532K 0.07% -71 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,216 $522K 0.03% -915 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 11,054 $514K 0.08% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,941 $509K <0.01% -19,882 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 10,625 $494K 0.31% -3,939 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,525 $490K <0.01% +1,249 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 10,497 $488K 0.08% -1,205 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 10,271 $478K 0.04% -1,000 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 10,194 $474K 0.21% +1 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,152 $472K 0.01% new 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,911 $472K <0.01% +543 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 $465K 0.02% 0 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 9,725 $453K 0.01% +2,206 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 9,500 $442K 0.05% +1,161 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 9,488 $441K 0.26% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,150 $439K <0.01% +964 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 9,428 $439K 0.12% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 9,256 $431K 0.17% -75,487 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 8,778 $408K 0.17% -241 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 8,540 $397K 0.07% +1,894 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,459 $394K <0.01% +7,028 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,417 $392K 0.01% +1,529 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 8,319 $387K 0.08% +53 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 8,254 $384K 0.25% +1,100 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,111 $377K 0.09% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 8,104 $377K 0.15% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,088 $373K 0.01% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 7,993 $372K 0.18% -416 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,946 $370K 0.01% +608 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,880 $367K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,771 $362K 0.02% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 7,722 $359K 0.08% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,640 $355K <0.01% -9,995 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,426 $346K <0.01% +991 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,294 $339K 0.05% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 5,685 $338K 0.24% 0 13F-HR/A Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 7,210 $335K 0.35% -75 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,145 $332K 0.01% +2,536 13F-HR/A Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,100 $330K 0.01% -40 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,036 $327K 0.02% +316 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,998 $326K 0.01% -1,173 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,758 $325K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 6,910 $322K 0.03% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,835 $318K <0.01% +1,173 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,834 $318K <0.01% +133 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 6,508 $303K 0.03% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,481 $302K 0.03% +77 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,160 $287K <0.01% 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,924 $276K 0.1% -61 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,915 $275K 0.02% new 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 5,850 $272K 0.1% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 5,830 $271K 0.17% 0 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 5,696 $265K 0.06% -4,512 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,677 $264K 0.03% 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,667 $264K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,602 $261K <0.01% +892 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,569 $259K <0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,535 $258K 0.01% new 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,518 $257K 0.03% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 5,488 $255K 0.13% +801 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 5,435 $253K 0.02% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,391 $251K 0.01% -350 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 5,350 $249K 0.14% new 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 5,098 $246K 0.16% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 5,265 $245K 0.04% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,147 $239K 0.05% -5,147 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,016 $233K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,004 $233K <0.01% -626,405 13F-HR Timeline Group VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 5,000 $233K 0.12% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,979 $232K 0.01% -479 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,965 $231K <0.01% -35 13F-HR Timeline Astoria Portfolio Advisors LLC. 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