WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 17,458,091 $390M 0.07% -6,978,593 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 13,673,094 $305M 6.93% +1,377,326 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 10,197,428 $228M 0.2% -515,253 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/ 4,524,311 $101M 0.01% +682,259 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,989,336 $89.1M 0.05% +417,382 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,068,432 $68.5M 4.45% +1,476,806 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,356,178 $52.6M <0.01% +11,505 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 2,308,438 $51.6M 0.96% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,971,939 $44.1M 0.01% +357,166 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,858,368 $41.5M 0.22% +1,490,897 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,383,073 $30.9M 0.11% +96,193 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 938,100 $21M 0.83% 0 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 934,217 $20.9M 5.56% +18,026 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 917,652 $20.5M 4.32% -24,634 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 904,875 $20.2M -257,014 Timeline LTS Liquid Investments LLC More: the full row for LTS Liquid Investments LLC 810,918 $18.1M 9.69% +490,918 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 731,584 $16.3M 0.11% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 655,516 $14.6M <0.01% +78,400 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 604,377 $13.5M 0.09% +373,534 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 570,658 $12.7M 0.01% +5,379 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 559,713 $12.5M 0.27% +187,625 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 540,495 $12.1M 1.09% +184,160 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 500,930 $11.2M 0.82% +67,100 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 494,619 $11M 1.14% +22,527 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 414,175 $9.25M 1.3% +36,895 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 413,098 $9.23M 4.63% +208,502 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 412,183 $9.21M 0.01% +98,791 13F-HR Timeline Group RS CRUM INC. More: the full row for RS CRUM INC. 411,352 $9.19M 1.72% +16,230 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 407,498 $9.1M 0.03% +227,066 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 359,032 $8.02M 0.04% -21,426 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 355,096 $7.93M 4.4% -14,757 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 349,204 $7.8M 0.46% +36,394 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 310,782 $7.57M 0.4% -5,729 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 338,942 $7.57M 0.28% +13,124 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 338,083 $7.55M 2.56% +5,853 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 333,550 $7.45M <0.01% +332,704 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 297,857 $7.12M 0.81% +14,753 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 294,547 $6.58M 0.01% +68,820 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 268,730 $6.53M <0.01% 0 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 289,606 $6.47M 4.21% +5,163 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 273,752 $6.12M 4.12% +143,463 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 262,491 $5.86M <0.01% -76,423 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 238,394 $5.33M 3.21% -19,118 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 230,648 $5.15M <0.01% new 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 215,854 $4.82M 2.05% +1,790 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 208,595 $4.66M 0.22% -215 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 206,367 $4.61M 0.09% +37,448 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 183,884 $4.11M 0.04% +32,061 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 164,987 $3.69M 0.4% -10,789 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 158,262 $3.54M 0.32% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 155,594 $3.44M 0.09% +58 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 153,970 $3.44M 0.12% -985,135 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 144,966 $3.24M 0.09% +33,135 13F-HR Timeline Group Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 141,576 $3.16M 2.38% -1,808 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 133,618 $2.99M <0.01% +38,304 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 124,050 $2.77M 2.45% +4,040 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 123,649 $2.76M 0.01% +410 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 120,751 $2.7M 1.22% -683 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 119,880 $2.68M <0.01% +5,061 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 114,774 $2.64M <0.01% -5,795 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 117,743 $2.63M <0.01% new 13F-HR Timeline Group Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 110,511 $2.47M 1.9% +980 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 110,314 $2.46M 0.05% -32,740 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 109,976 $2.46M 0.03% -193,263 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 107,600 $2.4M 0.6% +8,842 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 103,800 $2.32M 0.09% +41,678 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 100,482 $2.28M 1.61% -4,182 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 92,067 $2.11M 0.03% -40,782 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 89,079 $1.99M <0.01% -4,235 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 86,644 $1.94M <0.01% +47,918 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 82,145 $1.84M 0.13% new 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 82,126 $1.83M 1.27% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 79,362 $1.77M 0.03% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 77,454 $1.73M 0.67% +25,266 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 77,454 $1.73M 0.67% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 74,880 $1.67M <0.01% +44,173 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 72,946 $1.63M 1.24% -2,808 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 68,867 $1.54M <0.01% +11,120 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 66,116 $1.48M <0.01% -7,718 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 65,485 $1.46M <0.01% +635 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 64,773 $1.45M <0.01% +267 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 63,337 $1.41M <0.01% +1,937 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 60,805 $1.36M 0.01% -4,617 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 60,724 $1.36M 0.01% -2,387 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 58,964 $1.32M <0.01% +9,573 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 55,056 $1.23M 0.77% -225 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 53,048 $1.19M 0.01% +1,891 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 52,272 $1.17M 0.1% +5,350 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 52,022 $1.16M 0.01% +69 13F-HR Timeline NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 50,594 $1.13M <0.01% -4,499 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 48,531 $1.11M 0.02% 0 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 46,616 $1.04M 0.15% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 45,126 $1.01M 0.02% +6,970 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 44,047 $984K 0.02% +5,244 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 43,649 $975K 0.01% +2,243 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 41,742 $933K <0.01% +5,271 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 39,732 $888K 0.14% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 39,476 $882K 0.07% -4,936 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 38,696 $864K 0.36% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 37,931 $847K <0.01% -18,416 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 37,432 $840K 0.1% +48 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 36,322 $811K 0.01% +3,517 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 34,141 $797K <0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 31,582 $759K 0.06% +1,574 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 33,236 $742K 0.01% -24,763 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 32,841 $734K 0.07% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 32,921 $732K <0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 31,414 $702K 0.01% -2,064 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,040 $671K <0.01% +459 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 29,198 $652K 0.13% +16,795 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 29,020 $648K 0.09% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 27,642 $618K 0.04% -2,143 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 27,642 $618K 0.01% -2,143 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 27,019 $604K 0.17% +613 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 26,531 $593K 0.08% -2,180 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 24,557 $549K 0.09% +2,061 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 24,100 $538K 0.11% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 23,956 $531K <0.01% +5,149 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 22,734 $508K 0.02% -1,205 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 22,695 $507K <0.01% -41,121 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 22,047 $493K 0.13% -595 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 21,385 $480K 0.1% +4,998 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 21,471 $480K 0.02% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 21,407 $478K 0.02% +1,369 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 21,209 $474K 0.05% +346 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 20,656 $461K 0.01% +8,237 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 20,184 $451K <0.01% +5,310 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 19,371 $433K 0.04% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 19,285 $431K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for Moors & Cabot, Inc. 16,710 $373K 0.01% +4,127 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 16,684 $373K 0.17% -1,221 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 16,381 $366K <0.01% new 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 16,357 $365K <0.01% new 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 15,989 $357K 0.03% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 15,808 $353K 0.02% -7,220 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 15,539 $347K 0.12% +3,515 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 15,351 $343K <0.01% new 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 14,700 $328K 0.01% 0 13F-HR Timeline Group Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 14,588 $326K 0.11% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,587 $326K <0.01% 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 12,637 $311K 0.1% -46 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 13,607 $304K 0.01% new 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,591 $304K 0.01% 0 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,562 $303K <0.01% +660 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,757 $285K <0.01% +1,254 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 12,624 $282K 0.07% +374 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,155 $272K <0.01% -1,063 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 12,099 $270K <0.01% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 12,067 $270K 0.07% -2,355 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,845 $265K 0.01% +1,979 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,836 $264K 0.02% -384,291 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,545 $258K <0.01% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,490 $257K <0.01% +1,234 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 11,377 $254K 0.08% -396 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 10,884 $243K 0.11% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,641 $215K <0.01% new 13F-HR Timeline Group VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 9,560 $214K 0.06% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,232 $206K 0.01% -196 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,565 $191K 0.01% -1,175 13F-HR Timeline LANARK FINANCIAL, INC. 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