BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,123,577 $92.9M 0.01% +67,602 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,811,766 $85.9M 0.02% -29,813 13F-HR Timeline Group HighVista Strategies LLC More: the full row for HighVista Strategies LLC 1,436,136 $32.4M 7.93% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,298,940 $29.3M <0.01% -31,189 13F-HR/A Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,042,861 $23.5M 0.01% -171,739 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 627,807 $14.1M <0.01% +10,765 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 584,190 $13.2M <0.01% +162,436 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 580,000 $13.1M 0.48% -83,300 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 467,295 $10.5M 3.36% -3,179 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 448,934 $10.1M 4.57% +15,491 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 439,100 $9.89M 0.01% 0 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 408,699 $9.21M 4.3% +67,074 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 303,656 $6.84M 0.03% +289,187 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 269,844 $6.08M 0.01% +255,893 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 250,393 $5.64M 0.01% +63,796 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 239,652 $5.4M 0.06% -557,092 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 236,620 $5.33M 0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 218,404 $4.92M <0.01% +2,094 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 200,487 $4.52M 3.24% +1,889 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 191,894 $4.32M <0.01% -42,436 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 185,314 $4.18M 0.15% -65,377 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 167,575 $3.78M <0.01% -160,939 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 155,178 $3.5M <0.01% -104,357 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 141,852 $3.2M <0.01% -66,416 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 137,793 $3.1M 0.22% +1,458 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 132,642 $2.99M 0.18% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 127,025 $2.86M 0.01% -11,484 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 124,252 $2.8M 0.35% +21,164 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 116,931 $2.63M <0.01% +6,687 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 115,829 $2.61M <0.01% -8,505 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 106,096 $2.39M <0.01% +563 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 101,239 $2.28M <0.01% -33,765 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 99,196 $2.23M 0.03% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 91,505 $2.06M 0.01% -1,351 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 85,974 $1.94M 0.1% -257 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 80,140 $1.81M <0.01% +2,730 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 77,931 $1.76M <0.01% -20,928 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 74,165 $1.67M <0.01% -2,233 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 70,900 $1.6M 0.1% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 69,669 $1.57M <0.01% +4,393 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 67,833 $1.53M 0.56% +3,165 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 67,753 $1.53M 0.02% +231 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 67,379 $1.52M 0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 65,215 $1.47M 0.01% -2,167 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 64,134 $1.44M <0.01% -2,865 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 58,700 $1.32M 0.4% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 54,943 $1.24M 0.03% +90 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 55,325 $1.24M <0.01% +2,507 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 54,844 $1.24M <0.01% +2,783 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 51,704 $1.16M <0.01% -2,541 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 44,323 $999K <0.01% +123 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 41,395 $933K 0.03% +4 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 41,102 $926K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 39,833 $897K 0.14% -142 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 38,323 $863K 0.01% -3,541 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 37,790 $862K 0.01% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 36,774 $829K 0.05% -4,500 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 36,115 $814K <0.01% -594 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 34,949 $787K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 34,906 $786K <0.01% -3,450 13F-HR Timeline Group 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 33,613 $757K <0.01% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 33,396 $752K <0.01% -225 13F-HR Timeline Group DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 32,594 $734K 0.01% -8,250 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 32,078 $723K <0.01% +7,000 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 32,003 $721K <0.01% -2,788 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 31,547 $711K <0.01% -5,620 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 30,650 $691K 0.12% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 30,270 $682K 0.05% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 29,772 $671K 0.01% +5,671 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 29,635 $668K <0.01% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 28,912 $651K 0.01% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28,388 $640K 0.04% +11,886 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 27,089 $610K <0.01% -408 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 25,571 $576K <0.01% +2,076 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 22,400 $519K 0.09% -8,365 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 22,965 $517K <0.01% 0 13F-HR/A Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 22,130 $499K 0.25% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 21,587 $486K 0.01% -4,782 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,247 $479K 0.01% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 21,220 $478K 0.09% -56 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,941 $472K <0.01% new 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 20,714 $467K 0.08% 0 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 20,450 $457K 0.03% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 19,613 $442K <0.01% -1,093 13F-HR Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 19,409 $437K 0.52% -47 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 18,904 $426K 0.04% +479 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,600 $419K <0.01% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 18,493 $417K 0.05% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 18,480 $416K 0.01% +2,871 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,478 $416K <0.01% -3,454 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 18,408 $415K <0.01% 0 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 18,000 $406K 0.01% 0 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 17,929 $404K 0.01% -45 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 17,530 $395K 0.02% -725 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 16,820 $379K 0.1% -176 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,646 $375K 0.01% -874 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 16,618 $374K 0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 16,606 $374K <0.01% -7,188 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 16,591 $374K <0.01% -5,878 13F-HR/A Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 16,320 $368K <0.01% 0 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 15,805 $356K 0.11% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 15,244 $343K <0.01% +725 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,199 $342K <0.01% -72 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 14,967 $337K <0.01% new 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 14,464 $326K 0.03% +2,310 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 14,450 $326K 0.06% -6,000 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 14,419 $325K 0.02% +35 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,271 $324K <0.01% -320 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,346 $323K <0.01% -1,098 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 14,112 $318K 0.13% +2,325 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,376 $301K <0.01% -5,376 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,321 $300K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,022 $293K 0.01% +1,778 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,600 $284K <0.01% 0 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 12,520 $282K 0.23% -255 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,428 $280K <0.01% -51,696 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 12,372 $279K 0.04% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 12,141 $274K 0.15% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,906 $268K 0.06% +721 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 11,818 $266K 0.11% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,732 $264K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,715 $264K <0.01% +337 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,611 $262K 0.01% -100 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 11,524 $260K 0.04% +106 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 11,241 $253K 0.04% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 10,822 $244K 0.14% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,293 $232K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,285 $232K 0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10,150 $229K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,254 $208K <0.01% +5 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,673 $195K 0.01% -1,358 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,118 $183K 0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,510 $169K <0.01% -211 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,845 $154K <0.01% +6,226 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,527 $125K 0.01% +319 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,910 $111K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 4,040 $91K 0.04% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,690 $83.1K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,405 $76.7K 0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,399 $76.6K <0.01% +1,819 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,384 $76.2K <0.01% +1,150 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,184 $71.7K 0.03% +1,256 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3,053 $68.8K 0.04% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,771 $62K <0.01% -2,230 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 2,689 $60.6K <0.01% -1,669 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,565 $57.8K <0.01% -19 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,470 $55.6K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,405 $54.2K <0.01% new 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 2,360 $53.2K 0.04% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,132 $48K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,966 $44.1K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,832 $41.3K <0.01% -573 13F-HR Timeline Group FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 1,334 $30.1K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,249 $28K 0.02% -307 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,180 $26.6K 0.01% +1,000 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,109 $24.9K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 978 $22K <0.01% -73 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 912 $20.6K <0.01% +118 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 751 $16.9K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 565 $12.7K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 561 $12.6K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 553 $12.5K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 546 $12.3K <0.01% -183 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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