BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,122,072 $92.2M 0.01% -1,505 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,507,481 $78.4M 0.02% -304,285 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,283,715 $28.7M <0.01% -15,225 13F-HR/A Timeline Group HighVista Strategies LLC More: the full row for HighVista Strategies LLC 1,057,238 $23.6M 6.09% -378,898 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 998,317 $22.3M 0.01% -44,544 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 817,253 $18.3M <0.01% +711,157 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 579,877 $13M <0.01% -4,313 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 485,566 $10.9M 2.68% +18,271 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 463,482 $10.4M <0.01% -164,325 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 442,987 $9.91M 4.15% -5,947 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 439,100 $9.82M 0.01% 0 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 438,269 $9.8M 0.02% +168,425 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 430,000 $9.61M 0.32% -150,000 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 410,393 $9.18M 4.01% +1,694 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 331,744 $7.42M 0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 303,470 $6.81M 0.03% -186 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 247,774 $5.54M 0.01% -2,619 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 234,484 $5.24M 0.01% -2,136 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 224,265 $5.01M <0.01% +5,861 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 201,455 $4.5M 3.16% +968 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 185,314 $4.14M 0.14% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 182,373 $4.08M 0.06% +83,177 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 172,390 $3.85M 0.17% new 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 155,962 $3.53M 0.7% 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 150,346 $3.36M <0.01% -4,832 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 140,422 $3.14M 0.18% +7,780 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 138,449 $3.1M <0.01% -3,403 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 137,425 $3.07M 0.22% -368 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 131,445 $2.94M 0.01% +4,420 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 129,122 $2.89M 0.06% +108,408 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 122,209 $2.73M <0.01% +5,278 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 119,265 $2.67M <0.01% -48,310 13F-HR/A 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 115,016 $2.57M <0.01% +81,403 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 99,157 $2.22M 0.01% +7,652 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 95,037 $2.13M <0.01% -20,792 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 87,862 $1.97M 0.25% -36,390 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 83,148 $1.86M <0.01% -18,091 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 75,130 $1.7M <0.01% -5,010 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 74,608 $1.67M 0.1% -11,366 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 73,320 $1.64M <0.01% +3,651 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 73,202 $1.64M 0.02% +5,449 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 71,295 $1.59M <0.01% -6,636 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 70,750 $1.58M 0.58% +2,917 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 64,549 $1.44M <0.01% +9,705 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 62,158 $1.39M <0.01% -1,976 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 61,625 $1.38M <0.01% +30,078 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 60,513 $1.35M <0.01% -13,652 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 58,880 $1.32M 0.04% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 58,700 $1.31M 0.38% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 58,095 $1.3M <0.01% +2,770 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 56,045 $1.25M 0.02% +1,102 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 54,476 $1.22M <0.01% +42,048 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 48,863 $1.09M <0.01% -18,516 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 48,673 $1.09M 0.03% +7,571 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 47,808 $1.07M <0.01% -3,896 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 44,617 $997K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 43,155 $965K <0.01% -1,168 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 39,157 $951K 0.05% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 42,248 $945K 0.17% +21,028 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 42,161 $943K 0.05% +13,773 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 42,003 $939K 0.13% +2,170 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 41,694 $932K 0.01% +9,100 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 41,408 $926K 0.03% +13 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 41,274 $923K <0.01% +5,159 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 37,790 $845K 0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 36,449 $815K <0.01% +1,543 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 35,789 $800K 0.04% +32,390 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 34,924 $781K <0.01% -25 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 34,796 $778K 0.17% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 34,739 $777K 0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 34,596 $774K <0.01% -157,298 13F-HR/A Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 34,200 $765K 0.06% -2,574 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 33,553 $750K 0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 33,206 $742K <0.01% -190 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 32,971 $737K 0.02% +26,126 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 32,934 $736K <0.01% +7,363 13F-HR/A Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 32,413 $725K 0.01% +2,641 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 32,401 $724K 0.13% +1,751 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 30,610 $684K <0.01% +975 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 30,270 $677K 0.04% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 28,748 $651K 0.01% -9,575 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 28,912 $646K 0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 26,333 $589K <0.01% -756 13F-HR Timeline Group NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 26,306 $588K 0.26% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 24,042 $538K 0.01% +2,455 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 22,965 $513K <0.01% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 21,469 $511K 0.09% -931 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 22,449 $502K <0.01% -9,554 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 22,130 $495K 0.24% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,480 $480K 0.01% +3,000 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,349 $477K <0.01% +2,871 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 21,028 $470K 0.01% new 13F-HR/A Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 20,986 $469K 0.57% +1,577 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 20,837 $466K <0.01% -11,241 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 20,450 $457K 0.03% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 20,084 $449K <0.01% +471 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 19,098 $427K 0.05% +605 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 18,904 $423K 0.04% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 18,842 $421K <0.01% +434 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,600 $416K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 18,487 $413K <0.01% +1,896 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 18,000 $402K 0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 17,660 $395K <0.01% +2,416 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 17,165 $384K 0.01% +547 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 16,689 $373K 0.09% -131 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,435 $367K 0.01% -211 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 16,320 $365K <0.01% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 16,224 $363K 0.02% -1,306 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,165 $361K <0.01% +966 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 15,902 $356K 0.06% 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 15,704 $351K 0.33% 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 15,371 $344K 0.02% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,690 $335K <0.01% +419 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 14,967 $335K <0.01% 0 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 14,450 $323K 0.06% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 14,439 $323K 0.13% +327 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 14,370 $321K 0.02% -49 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,191 $317K <0.01% -155 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 13,562 $303K 0.02% -902 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,376 $299K <0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,289 $297K <0.01% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,152 $294K 0.01% +130 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 13,123 $293K 0.23% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,092 $293K 0.01% +2,807 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,600 $282K <0.01% 0 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 12,520 $280K 0.22% 0 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 12,500 $280K 0.11% new 13F-HR/A Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 12,500 $279K 0.04% +976 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,268 $274K 0.02% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 12,246 $274K 0.01% new 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 12,151 $272K 0.11% +333 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 12,141 $271K 0.14% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 12,029 $269K 0.26% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,785 $264K <0.01% +70 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,732 $262K 0.01% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 11,319 $253K 0.04% -1,053 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 11,241 $251K 0.04% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 10,822 $242K 0.12% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,754 $240K 0.01% +461 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,427 $233K <0.01% -7,502 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10,150 $227K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,535 $213K <0.01% -2,076 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 9,100 $203K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,548 $191K <0.01% -125 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,118 $182K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,982 $178K <0.01% -1,272 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,124 $159K <0.01% -386 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,527 $128K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,013 $112K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,910 $110K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 4,040 $90.3K 0.04% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,690 $82.5K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,550 $79.4K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,467 $77.5K 0.01% +62 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3,053 $68.3K 0.04% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,862 $64K <0.01% +91 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 2,712 $60.6K <0.01% +23 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,631 $59K 0.03% +1,382 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,599 $58.1K 0.04% +239 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,584 $57.8K <0.01% -800 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 2,569 $57.4K 0.03% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,519 $56.3K <0.01% -46 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,470 $55.2K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,125 $47.5K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,060 $46.1K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,966 $44.8K <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 $41K <0.01% 0 13F-HR Timeline Group FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 1,378 $30.8K 0.02% +44 13F-HR Timeline AMERIFLEX GROUP, INC. 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