BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,772,100 $175M 0.01% -27,126 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,111,197 $110M 0.03% +275,997 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,106,492 $109M 0.33% -247,539 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 623,584 $61.5M <0.01% +30,114 13F-HR/A Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 426,858 $42.1M 7.9% +46,120 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 337,098 $33.2M -87,341 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 321,909 $31.7M 0.33% -49,053 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 234,189 $23.1M 4.67% +6,928 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 233,877 $23.1M 6.03% +7,268 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 199,525 $19.7M <0.01% +114 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 182,084 $18M 1.46% +14,614 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 179,925 $17.7M 0.08% +35,651 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 140,080 $13.8M 0.02% +31,691 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 139,105 $13.7M 0.28% -249,495 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 136,729 $13.5M 1.61% +8,692 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 136,531 $13.5M 0.27% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 131,712 $13M 0.14% -18,494 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 123,733 $12.2M 0.45% -12,800,498 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 113,646 $11.2M 2.49% +3,519 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 113,646 $11.2M 1.8% +3,519 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 106,315 $10.5M <0.01% +84 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 99,838 $9.85M 1.39% +11,123 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 96,177 $9.49M 0.47% +4,320 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 93,291 $9.2M 2.66% -4,261 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 85,608 $8.44M <0.01% -2,181 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 81,384 $8.03M 0.33% +11,174 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 79,458 $7.84M 0.02% -1,078 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 79,061 $7.8M 0.38% +2,125 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 74,887 $7.39M <0.01% -35,473 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 68,960 $6.8M 0.04% +66,466 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 66,406 $6.56M 2.99% +9,090 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 64,998 $6.41M 0.01% +26,276 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 59,858 $5.95M 0.55% 0 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 60,131 $5.93M 2.8% +2,711 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 59,118 $5.82M <0.01% +7,932 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 57,641 $5.68M 0.03% -3,936 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 53,036 $5.23M 0.13% -28,538 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 51,026 $5.03M 0.01% -6,535 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 49,838 $4.92M 0.01% +32,057 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 48,895 $4.82M 2.77% +2,955 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 45,897 $4.53M 1.42% +3,172 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 44,792 $4.42M <0.01% +10,789 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 41,507 $4.09M 1.71% +4,075 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 40,686 $4.01M 0.01% +1,931 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 38,475 $3.79M 0.22% +16,244 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 37,668 $3.71M 0.49% -3,332 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 36,324 $3.58M <0.01% +17,546 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 35,585 $3.51M 0.03% -1,981 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 35,184 $3.47M <0.01% -2,417 13F-HR/A Timeline Group SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 33,207 $3.27M 2.69% +151 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 31,133 $3.07M 0.07% +2,706 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 31,117 $3.07M 0.55% -7,441 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 29,734 $2.93M 0.11% -4,744 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 29,066 $2.87M <0.01% -484 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 29,039 $2.86M 0.04% +1,407 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 25,817 $2.55M <0.01% +145 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 24,152 $2.38M 0.02% +2,461 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 22,515 $2.22M <0.01% +41 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,589 $1.93M <0.01% +6,783 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 19,514 $1.92M 0.08% +276 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 19,108 $1.88M 0.3% -3,201 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 18,044 $1.78M 0.05% +1,801 13F-HR Timeline Group Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 17,724 $1.76M 1.19% -1,223 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,586 $1.73M <0.01% -135 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 17,345 $1.71M 0.2% +405 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,664 $1.64M 0.01% -10,251 13F-HR/A Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 14,902 $1.47M 0.58% -1,375 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,356 $1.42M 0.02% -2,874 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 14,332 $1.41M 1.09% 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 14,316 $1.41M 0.04% +3,872 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 14,226 $1.4M <0.01% -90 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 13,961 $1.38M 0.26% +444 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 13,750 $1.36M 0.24% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,556 $1.34M 0.01% -2,635 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 13,416 $1.32M 0.52% +2 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 13,393 $1.32M 0.66% +64 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,296 $1.31M 0.02% -92 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 13,120 $1.29M 0.15% +157 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 12,550 $1.24M 0.62% +1,795 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 11,931 $1.18M 0.22% -4,434 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,890 $1.17M 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,670 $1.15M <0.01% +1,061 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,619 $1.05M <0.01% +2,167 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,572 $1.04M 0.01% +4,898 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,446 $1.03M 0.02% +68 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,364 $1.02M 0.04% -243 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,190 $808K 0.32% +80 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,838 $773K 0.11% -4,265 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,387 $729K <0.01% +7,159 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 7,259 $716K 0.02% -133 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,259 $716K 0.01% +2,216 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,861 $677K <0.01% +691 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,384 $630K 0.01% -248 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,949 $587K 0.26% -106 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 5,914 $583K <0.01% +1,861 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,395 $532K <0.01% -880 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,323 $525K 0.04% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,190 $512K 0.18% +600 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 4,903 $484K 0.4% -3 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,919 $482K 0.01% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,843 $478K 0.04% -2,880 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 4,827 $476K 0.26% +473 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,608 $454K 0.25% -7,077 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,581 $452K 0.03% +666 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,417 $436K <0.01% -4,513 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,327 $427K 0.01% -6,757 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4,213 $415K 0.11% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 4,159 $410K 0.24% -836 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,102 $405K 0.09% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,976 $392K 0.01% 0 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,962 $391K <0.01% +22 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,841 $379K 0.03% -1,502 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,702 $365K <0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,629 $358K <0.01% -155 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,408 $336K 0.02% -3,103 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,144 $312K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,112 $307K 0.01% -3,904 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,032 $299K 0.04% -3 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,946 $291K <0.01% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,906 $287K 0.02% +129 13F-HR/A Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,775 $274K 0.07% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,729 $269K <0.01% new 13F-HR/A Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,582 $255K 0.01% -195 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 2,528 $249K 0.01% -252 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,373 $234K <0.01% -642 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,045 $233K 0.08% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,288 $226K 0.01% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,280 $225K 0.05% -15 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,240 $221K <0.01% +58 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,152 $212K <0.01% +285 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,071 $204K <0.01% -74 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,746 $172K 0.02% -612 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,740 $172K 0.05% -94 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,475 $145K <0.01% 0 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,400 $138K 0.04% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,284 $127K 0.03% -52 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,207 $119K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,092 $108K <0.01% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,085 $107K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 959 $94.7K <0.01% new 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 695 $68.6K 0.03% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 551 $54.3K 0.01% -171 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 523 $51.6K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 400 $39.4K 0.02% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 389 $38.4K <0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 375 $37K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 291 $28.7K <0.01% +60 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 291 $28.7K <0.01% +2 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 275 $27.1K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 259 $26K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 253 $25K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 240 $23.7K <0.01% new 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 218 $21.5K <0.01% -61 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 202 $19.9K <0.01% +21 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 183 $18K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 156 $15.4K <0.01% new 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 156 $15.4K 0.02% -102 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 105 $10.4K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 100 $9.86K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 51 $5.03K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 50 $4.93K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 43 $4.28K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 36 $3.55K <0.01% 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 30 $2.96K <0.01% +2 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 30 $2.96K <0.01% +15 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 23 $2.27K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 25 $2K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 11 $1.08K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10 $986 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4 $395 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $99 <0.01% 0 13F-HR Timeline