WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 24,436,684 $594M 0.12% -374,205 13F-HR/A Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 12,295,768 $299M 7.33% +1,042,325 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 10,712,681 $260M 0.24% +2,512,645 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/ 3,842,052 $93.3M 0.01% +902,981 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,571,954 $86.8M 0.05% +802,983 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,344,673 $57M <0.01% -69,201 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 2,308,438 $56.1M 1.12% +91 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,614,773 $39.2M 0.01% +120,979 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,591,626 $38.7M 5.55% +96,676 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,286,880 $31.3M 0.14% +316,307 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 1,161,889 $28.2M +552,049 Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,139,105 $27.7M 1.21% -7,022 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 942,286 $22.9M 5.1% +55,071 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 938,100 $22.8M 0.83% 0 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 916,191 $22.3M 6.74% +128,499 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 577,116 $14M <0.01% +107,810 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 565,279 $13.7M 0.01% +53,022 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 505,948 $12.3M 0.17% -496,688 13F-HR Timeline Deeter Investments LLP More: the full row for Deeter Investments LLP 478,400 $11.6M 2.04% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 472,092 $11.5M 1.22% -16,723 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 448,803 $10.9M 3.12% +431,440 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 433,830 $10.5M 0.84% +431,550 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 396,127 $9.62M 0.65% new 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 395,122 $9.6M 1.86% +43,340 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 380,458 $9.24M 0.05% +74,365 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 377,280 $9.16M 1.39% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 372,088 $9.04M 0.24% new 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 369,853 $8.98M 5.3% +52,584 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 367,471 $8.93M 0.06% new 13F-HR/A Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 356,335 $8.66M 0.85% +18,620 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 338,914 $8.23M <0.01% +175,492 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 336,363 $8.17M 1.22% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 332,230 $8.07M 3.28% +26,346 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 325,818 $7.91M 0.32% +3,554 13F-HR Timeline LTS Liquid Investments LLC More: the full row for LTS Liquid Investments LLC 320,000 $7.77M 7.27% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 316,511 $7.69M 0.54% +39,310 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 313,392 $7.61M 0.01% +69,453 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 312,810 $7.6M 0.52% +181,903 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 303,239 $7.37M 0.08% +9,554 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 283,104 $6.92M 0.81% new 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 284,443 $6.91M 5.11% -2,904 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 257,512 $6.25M 4.23% new 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 230,843 $5.61M 0.05% -10,456 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 225,727 $5.48M 0.01% +112,613 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 268,730 $5.25M <0.01% +93,780 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 214,064 $5.2M 2.49% +11,500 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 208,810 $5.07M 0.27% -15,096 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 204,596 $4.97M 2.65% -18,588 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 199,221 $4.84M 1.18% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 183,579 $4.46M 0.34% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 180,432 $4.38M 0.02% +150,374 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 168,919 $4.1M 0.1% +25,020 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 160,941 $3.91M 2.31% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 158,262 $3.84M 0.38% +158,242 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 155,536 $3.78M 0.11% -25,213 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 151,823 $3.69M 0.04% +7,924 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 143,384 $3.48M 2.66% -669 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 143,054 $3.47M 0.08% +60,455 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 175,776 $3.43M 0.32% 0 13F-HR Timeline Group Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 130,289 $3.16M 1.96% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 132,849 $3.14M 0.05% -45,703 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 123,239 $2.99M 0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 120,569 $2.97M 0.01% -24,529 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 121,434 $2.95M 1.43% -4,488 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 120,010 $2.92M 2.94% +508 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 114,819 $2.79M <0.01% +29,985 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 111,831 $2.72M 0.09% new 13F-HR Timeline Group Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 109,531 $2.66M 2.84% 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 109,419 $2.66M 0.14% +16,829 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 104,664 $2.55M 1.85% +23,224 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 98,758 $2.4M 0.67% +9,428 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 95,314 $2.32M <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 93,314 $2.27M <0.01% -954 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 111,891 $2.19M 0.04% 0 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 87,311 $2.12M 0.96% -38 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 85,388 $2.07M 0.01% new 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 75,754 $1.84M 1.61% +6,660 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 73,834 $1.79M 0.01% +22,039 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 65,422 $1.59M 0.01% +2,249 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 64,850 $1.57M <0.01% +18,400 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 64,506 $1.57M <0.01% -1,645 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 63,816 $1.55M <0.01% +39,520 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 63,111 $1.53M 0.01% +9,650 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 62,122 $1.51M 0.07% +17,952 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 61,400 $1.49M <0.01% +11,531 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 57,999 $1.41M 0.01% +4,519 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 57,747 $1.4M <0.01% +14,694 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 56,347 $1.37M <0.01% +32,883 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 55,281 $1.34M 0.88% -390 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. 55,093 $1.34M <0.01% -97,205 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 52,188 $1.27M 0.56% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 51,953 $1.26M 0.02% -4,623 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 51,484 $1.25M 0.1% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 51,157 $1.24M 0.01% +71 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 48,531 $1.2M 0.02% +23,825 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 49,391 $1.2M <0.01% -4,702 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 46,922 $1.14M 0.12% +12,135 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 46,616 $1.12M 0.18% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 44,412 $1.08M 0.09% +32,522 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 41,406 $1.01M 0.01% +16,827 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 38,900 $945K <0.01% +19,900 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 38,803 $943K 0.02% -5,358 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 38,726 $941K <0.01% -34,080 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 38,156 $927K 0.02% +18,257 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 37,384 $905K 0.12% +5,601 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 36,471 $886K <0.01% +31,191 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 35,172 $854K 0.03% +6,933 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 33,478 $813K 0.01% +9,129 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 32,841 $798K 0.08% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 32,805 $797K 0.01% +13,280 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 32,921 $792K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 31,904 $775K 0.03% +7,897 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 30,008 $760K 0.06% +4,198 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 30,707 $746K <0.01% +12,267 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 29,785 $723K 0.03% +165 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 29,785 $723K 0.01% +165 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 29,581 $719K <0.01% -32 13F-HR Timeline Group Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 29,020 $705K 0.12% +75 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 28,711 $697K 0.11% 0 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 26,406 $641K 0.2% +2,574 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 25,314 $615K <0.01% new 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 24,100 $585K 0.15% new 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 24,048 $584K +12,362 Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 23,939 $581K 0.03% +3,344 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 23,182 $563K 0.37% -6,427 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 23,028 $559K 0.03% -790 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 22,642 $550K 0.17% -120 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 22,496 $546K 0.1% +6,659 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 22,200 $539K <0.01% +3,100 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 20,863 $507K 0.06% +4,645 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 20,857 $507K 0.03% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 20,038 $487K 0.03% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,807 $457K <0.01% +3,052 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 18,706 $454K 0.05% -3,379 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 17,905 $453K 0.23% +4,157 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 18,502 $449K 0.1% +4,825 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 16,387 $398K 0.1% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 14,874 $361K <0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 14,700 $357K 0.01% 0 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 14,675 $356K 0.05% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 14,422 $350K 0.1% -1,512 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,591 $330K 0.01% +14 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,218 $321K <0.01% new 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 12,683 $314K 0.11% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,902 $313K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,583 $306K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,498 $302K 0.02% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,419 $302K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12,403 $301K 0.07% -43,497 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 12,250 $298K 0.09% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 11,773 $286K 0.14% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,545 $280K <0.01% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 11,503 $279K <0.01% +781 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,256 $249K <0.01% 0 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 10,191 $248K 0.03% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 9,866 $240K 0.01% -1,015 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,740 $237K 0.02% -382 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 9,560 $232K 0.07% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,428 $229K 0.02% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,259 $225K 0.01% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,048 $220K 0.03% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 8,871 $215K 0.12% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 8,544 $208K 0.13% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,955 $193K 0.01% +434 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 7,561 $184K 0.08% +1,066 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,448 $181K <0.01% +6,633 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,220 $151K <0.01% +5,147 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5,581 $136K 0.1% +949 13F-HR Timeline BAYBAN More: the full row for BAYBAN 5,300 $129K 0.11% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,980 $121K 0.04% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,290 $104K 0.09% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,211 $102K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,731 $90.6K 0.07% +1,019 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,707 $90K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,551 $86.2K 0.01% +501 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,515 $85.4K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,500 $85K 0.02% -19,154 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,828 $68.7K <0.01% -5,045 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,512 $60.5K <0.01% +1,457 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,155 $52.3K <0.01% +2,065 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,894 $45.6K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,400 $34K <0.01% -860 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,136 $27.6K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,080 $26.7K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. 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