JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,928,102 $230M 0.01% +97,648 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,678,850 $172M 0.05% -54,969 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,656,363 $77.3M +47,542 Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,041,795 $48.6M 4.14% +69,523 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 678,880 $31.7M 0.09% +3,970 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 590,514 $27.6M 0.07% +56,795 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 430,484 $20.1M 0.02% +52,195 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 366,095 $17.2M 0.38% +260,186 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 309,825 $14.5M <0.01% +14,481 13F-HR/A Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 261,999 $12.2M 2.21% +4,210 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 222,818 $10.4M 0.08% +189 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 199,877 $9.33M 0.69% +175,351 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 191,520 $8.94M 0.69% +19,310 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 173,996 $8.12M 0.01% -4,260 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 111,044 $5.18M 0.02% +23,162 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 94,813 $4.42M 0.01% -1,064 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 84,705 $3.93M 0.01% -2,565 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 70,721 $3.3M 0.42% -118,905 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 70,386 $3.28M <0.01% new 13F-HR Timeline Group KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 69,071 $3.22M 0.85% -1,871 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 67,105 $3.13M 0.26% -55,207 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 58,679 $2.74M 2.39% +1,795 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 53,450 $2.49M 0.09% +40,051 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 52,453 $2.45M 0.05% +5,492 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 46,106 $2.15M 0.87% +525 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 45,250 $2.11M 0.27% -2,620 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 42,807 $2M 0.12% -1,944 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 42,499 $1.98M 2.5% +203 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 38,408 $1.79M <0.01% -3,421 13F-HR/A Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 26,876 $1.25M 0.03% +5,611 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,825 $1.16M 0.01% +5,293 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 24,624 $1.15M 0.07% -2,790 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 24,276 $1.13M 0.21% +10,598 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 23,851 $1.11M 0.09% -1,787 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20,331 $949K 0.02% +5,656 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,111 $939K <0.01% -5,408 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 19,588 $914K <0.01% +6,742 13F-HR Timeline Group Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 18,549 $866K 0.4% -1,856 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 15,326 $715K 0.38% -986 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,126 $659K <0.01% -708 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 13,895 $648K 0.1% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,951 $604K <0.01% -3,517 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 12,799 $597K 0.2% +1,379 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,021 $561K 0.09% +94 13F-HR/A Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11,784 $550K 0.07% new 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 10,662 $498K 0.22% +469 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 10,400 $485K 0.11% 0 13F-HR Timeline Group CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 9,519 $444K 0.19% -1,658 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,428 $440K 0.03% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,124 $426K 0.01% -611 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 8,929 $417K 0.24% +895 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,652 $404K 0.01% +902 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,210 $383K 0.01% +1,670 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,785 $363K <0.01% 0 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,729 $361K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,998 $327K 0.03% -14 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,915 $323K 0.03% -41 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 6,817 $318K 0.05% -1,726 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,598 $308K 0.01% -4,259 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,589 $308K 0.01% +1,168 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 5,902 $275K <0.01% -84 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,838 $272K 0.02% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 5,740 $268K <0.01% -687 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,586 $261K 0.01% -59 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,575 $260K 0.01% new 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 5,379 $251K 0.06% -438 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,352 $250K 0.04% +585 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,331 $249K <0.01% +14 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 5,229 $244K 0.03% -109 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,786 $223K 0.06% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,721 $220K 0.02% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,485 $209K 0.01% -2,711 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,837 $179K <0.01% -857 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,207 $150K <0.01% new 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,123 $146K 0.03% -376 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,951 $138K <0.01% +2,951 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,185 $102K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,164 $101K <0.01% -476 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,363 $63.6K <0.01% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,307 $61K 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 998 $46.6K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 711 $33.2K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 439 $20.5K 0.04% +47 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 406 $18.9K 0.01% +5 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 355 $16K <0.01% -10 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 319 $14.9K <0.01% -77 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 274 $12.8K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 237 $11.1K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 222 $10.4K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 197 $9.18K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 145 $6.77K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 102 $4.76K <0.01% -17 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 93 $4.33K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 44 $2.05K <0.01% +6 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 19 $890 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12 $560 <0.01% +5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $47 <0.01% 0 13F-HR Timeline