BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,536,365 $440M 0.03% -34,056 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,170,855 $113M 0.03% -92,657 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 841,654 $81.6M <0.01% +82,140 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 561,746 $54.4M 8.71% +31,392 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 389,794 $37.8M +42,371 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 387,390 $37.5M 0.32% +13,600 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 272,417 $26.4M 5.72% +14,540 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 208,319 $20.2M 0.06% -20,562 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 207,974 $20.2M +2,593 Timeline XML Financial, LLC More: the full row for XML Financial, LLC 182,658 $17.7M 1.29% -1,570 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 156,839 $15.2M 1.54% +6,032 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 151,820 $14.7M 0.48% -13,886,213 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 139,192 $13.5M 0.52% +29,921 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 109,483 $10.6M 0.17% +74,155 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 108,776 $10.5M 0.01% +24,484 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 101,464 $9.87M <0.01% +6,247 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 96,106 $9.31M <0.01% -7,058 13F-HR Timeline Group MYECFO, LLC More: the full row for MYECFO, LLC 88,576 $8.59M 3.24% +5,810 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 85,564 $8.29M 3.89% +7,508 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 84,009 $8.14M <0.01% +2,252 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 83,720 $8.11M <0.01% +4,715 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 82,927 $8.04M 0.42% +17,864 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 79,372 $7.69M 0.09% -65,986 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 79,101 $7.66M 0.02% +6,635 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 73,274 $7.1M <0.01% +5,493 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 71,487 $6.93M 0.07% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 70,825 $6.86M <0.01% +4,167 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 68,642 $6.65M 0.03% +29,757 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 62,382 $6.04M 0.04% +1,499 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 61,285 $5.94M 0.03% +1,514 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 59,812 $5.8M 0.01% +49,532 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 58,910 $5.71M 0.01% -639 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 55,926 $5.42M 0.1% +2,772 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 55,179 $5.35M 0.12% -1,817 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 54,493 $5.28M <0.01% +3,792 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 54,312 $5.26M 0.59% -3,475 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 53,985 $5.23M 0.21% -30,367 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 53,003 $5.14M 0.01% +2,344 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 50,239 $4.87M 0.47% +306 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 50,079 $4.85M 1.79% +4,078 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 48,081 $4.66M 0.28% +9,527 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 47,974 $4.65M 0.38% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 47,601 $4.64M <0.01% +11,645 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 42,389 $4.11M 0.08% +8,281 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 35,708 $3.46M 0.04% -1,997 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 35,044 $3.4M 1.29% +2,260 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 34,525 $3.35M 0.4% +1,998 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 32,386 $3.14M 2.49% -1,882 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 28,726 $2.78M <0.01% +3,194 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 28,544 $2.77M 0.41% -26 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 26,599 $2.58M 0.13% +211 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 25,937 $2.51M 0.06% +2,972 13F-HR Timeline Group Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 24,996 $2.39M 1.45% +9,023 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,733 $2.3M <0.01% -41,674 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 22,188 $2.15M 0.07% -3,608 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,311 $2.07M <0.01% -3,387 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 19,982 $1.94M 0.04% +2,338 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 18,053 $1.75M 0.16% -557 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,935 $1.74M 0.01% -17,718 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 17,430 $1.67M 0.18% +1,583 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 17,156 $1.66M 0.05% +2,436 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 17,142 $1.66M 0.61% +164 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 16,707 $1.62M 0.32% -5,644 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 16,707 $1.62M 0.23% -5,644 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,009 $1.55M 0.02% +2,088 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,963 $1.55M 0.01% -263 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 15,673 $1.52M 0.21% -590 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,885 $1.44M 0.01% +7,610 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 14,681 $1.42M <0.01% +3,270 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,559 $1.41M 0.01% +258 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 14,505 $1.41M 0.1% +8,837 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 14,071 $1.36M 0.2% +15 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 13,750 $1.33M 0.19% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,607 $1.32M <0.01% +169 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 13,366 $1.3M <0.01% -565 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,329 $1.29M 0.01% -2,858 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 13,246 $1.28M 0.59% -8 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,223 $1.18M <0.01% +1,495 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,951 $1.16M <0.01% +638 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,890 $1.15M <0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,760 $1.14M 0.02% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 10,901 $1.06M 0.66% -988 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,389 $1.01M <0.01% +6,751 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,244 $993K 0.01% -152 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,538 $924K 0.01% -337 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,460 $917K 0.05% -699 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,303 $805K <0.01% +3,465 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,220 $796K 0.23% +85 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 8,110 $786K 0.12% -518 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,868 $762K 0.02% +4,137 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 7,477 $725K 0.04% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 7,176 $695K 0.02% -18 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,441 $624K 0.01% -460 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 6,368 $617K 0.34% +2,008 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,353 $616K 0.03% -17,637 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,213 $602K 0.02% -1,227 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,210 $602K <0.01% +187 13F-HR Timeline Group Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 6,100 $591K 0.27% +225 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,522 $535K 0.09% new 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 5,458 $531K <0.01% +2,729 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,386 $522K 0.04% +49 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,376 $521K 0.13% -100,839 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,359 $519K 0.2% -179 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,251 $509K 0.06% -24 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,192 $503K 0.01% 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,193 $406K 0.19% -163 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,137 $401K 0.02% +33 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,102 $397K 0.07% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,058 $393K <0.01% -457 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,033 $391K 0.14% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,874 $375K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,841 $372K <0.01% +46 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,807 $369K <0.01% +15 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,702 $357K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,666 $355K <0.01% +254 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,567 $346K <0.01% -11,094 13F-HR Timeline Group Womack Financial LLC More: the full row for Womack Financial LLC 3,169 $307K 0.2% +621 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,166 $307K <0.01% -1 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,934 $284K <0.01% 0 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,868 $278K 0.01% -137 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,810 $272K 0.06% -88 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,685 $260K 0.04% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,672 $259K <0.01% -481 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,645 $256K 0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,606 $253K 0.01% +16 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,414 $234K <0.01% +262 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,349 $228K <0.01% new 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,343 $227K <0.01% +123 13F-HR Timeline Group Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,305 $223K 0.05% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,330 $221K 0.01% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,212 $214K 0.04% -56 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,220 $213K <0.01% -21 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 2,173 $211K 0.18% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,137 $207K <0.01% -239 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,116 $205K <0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 2,114 $205K <0.01% new 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,104 $204K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,868 $181K 0.01% -261 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,720 $167K <0.01% -53 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,719 $167K <0.01% -138 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,571 $152K 0.01% +19 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,531 $148K 0.03% -151 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,475 $143K <0.01% 0 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,400 $136K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,376 $133K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,258 $122K 0.02% -685 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,229 $119K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,115 $108K 0.02% -266 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,086 $105K <0.01% +687 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,085 $105K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 873 $84.6K 0.02% -109 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 648 $62.4K <0.01% +73 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 597 $57.8K 0.02% -752 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 511 $49.5K <0.01% -49 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 407 $39.4K <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 398 $38.6K <0.01% -2 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 375 $36.3K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 345 $33.4K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 338 $32.8K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 328 $31.8K <0.01% +3 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 324 $31K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 275 $26.1K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 253 $24.5K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 250 $24K <0.01% -9 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 240 $23.3K <0.01% 0 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 223 $21.6K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 221 $21.2K <0.01% +135 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 126 $12.2K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 125 $12.1K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 120 $11.6K 0.01% -295 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 105 $10.2K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 105 $10.2K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 87 $8.43K <0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 83 $8.05K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 73 $7.07K <0.01% -23 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 68 $6.59K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 50 $4.84K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 41 $3.97K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 38 $3.68K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 28 $2.71K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 26 $2.56K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 23 $2.23K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 19 $1.84K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15 $1.45K <0.01% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 11 $1.07K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10 $969 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4 $388 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $97 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1 $94 <0.01% -171 13F-HR Timeline