MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,695,191 $210M 0.01% +5,014,368 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,282,477 $144M 0.04% +125,489 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,969,299 $53.8M 0.04% +73,114 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,536,734 $42M 2.62% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,367,786 $37.4M 0.01% +82,222 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,155,798 $31.6M 2.35% -11,096 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,123,011 $31.4M 2.2% +38,016 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,071,181 $29.3M 3.56% -108,854 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 963,646 $26.3M 0.16% +262,849 13F-HR/A Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 821,763 $22.4M 0.95% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 703,075 $19.2M 0.08% +363,998 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 664,443 $18.1M 0.19% -24,780 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 651,561 $17.8M 0.01% +18,243 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 610,122 $17.3M 2.71% +50,363 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 589,581 $16.1M 3.96% +3,682 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 574,888 $15.7M 0.14% +100,068 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 535,932 $14.6M 1.76% +121,365 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 526,375 $14.4M 0.02% +27,560 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 490,131 $13.4M -12,436 Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 484,080 $13.2M 7.35% +23,129 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 475,948 $13M 0.53% +182,808 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 474,151 $12.9M 0.17% -918 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 472,305 $12.9M 2.6% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 432,719 $11.8M 0.06% +32,159 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 420,468 $11.5M 0.24% +57,503 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 374,691 $10.2M <0.01% -10,935 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 334,578 $9.14M 1.61% +221,438 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 332,172 $9.07M 2.45% -7,199 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 328,690 $9.01M 4.4% +106,561 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 263,591 $7.2M 0.44% -2,545 13F-HR/A Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 263,308 $7.19M 1.08% +3,431 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 261,791 $7.15M 1% +127,823 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 253,753 $6.93M 0.02% +186,904 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 239,213 $6.53M 0.31% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 222,975 $6.09M <0.01% +158,860 13F-HR Timeline Group Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 215,508 $5.89M 2.53% -2,140 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 214,391 $5.86M 0.01% +14,977 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 209,964 $5.73M 1.31% +4,968 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 208,938 $5.71M 0.02% +12,388 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 205,764 $5.62M 0.33% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 192,557 $5.26M 1.11% +12,966 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 187,599 $5.12M 3.22% +6,543 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 183,554 $5.01M 0.04% +11,940 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 181,533 $4.96M 0.01% -12,839 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 161,695 $4.42M 0.16% +32,233 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 160,870 $4.39M 0.07% +53,394 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 149,781 $4.09M 0.01% -21,454 13F-HR Timeline Group Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 149,300 $4.08M 0.03% 0 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 143,294 $3.92M 0.28% -12,740 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 137,173 $3.75M 2.67% +2,354 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 133,827 $3.65M 0.93% +2,522 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 131,689 $3.6M 2.38% +15,911 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 128,740 $3.52M 2.51% -71,710 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 124,855 $3.41M 1.59% +80,803 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 117,463 $3.21M 1.65% +26,795 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 115,726 $3.16M 0.33% -922 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 112,463 $3.07M 0.04% -2,639 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 106,616 $2.91M 0.03% +69,662 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 96,537 $2.64M <0.01% +63,274 13F-HR/A Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 96,310 $2.63M 0.03% +1,437 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 93,992 $2.57M 2.56% +1,558 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 92,990 $2.54M 0.89% +39,670 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 92,093 $2.52M 0.38% -378 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 83,371 $2.28M 1.83% +8,292 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 82,900 $2.26M <0.01% -93,500 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 79,480 $2.17M 1.1% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 76,211 $2.08M 0.01% +327 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 76,098 $2.08M 0.01% -27,283 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 74,457 $2.03M 0.11% -1,849 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 73,005 $1.99M 0.95% +1,306 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 72,357 $1.98M 0.46% -425 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 71,453 $1.95M 0.56% +5,902 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 70,114 $1.91M <0.01% -11,703 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 68,099 $1.86M 0.31% +4,400 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 65,282 $1.78M <0.01% -32,331 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 63,639 $1.74M 0.08% +1,243 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 63,376 $1.73M 0.43% -2,396 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 62,665 $1.71M 0.43% -4,192 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 61,865 $1.69M 1.23% new 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 60,829 $1.66M 0.85% -10,384 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 59,587 $1.63M 0.14% +28,079 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 57,251 $1.56M <0.01% +56 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 56,300 $1.54M 0.91% -12,708 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 54,153 $1.48M 0.77% +3,903 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 49,865 $1.36M 0.11% +4,937 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 48,153 $1.32M 0.01% +7,404 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 45,464 $1.24M 0.32% -408 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 43,575 $1.19M <0.01% -16,646 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 42,394 $1.16M <0.01% +5,078 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 42,129 $1.15M <0.01% +17,279 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 41,083 $1.12M 0.13% +4,393 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 40,154 $1.1M 0.05% -8,487 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 38,870 $1.06M 0.17% -1,876 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 36,980 $1.01M 0.97% +5,644 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 34,120 $932K 0.41% +1,633 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 33,764 $922K 0.79% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 32,004 $919K 0.05% +13 13F-HR/A Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 33,516 $915K 0.49% -45,127 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 33,150 $905K 0.04% +22,365 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 32,790 $895K 0.54% -10,470 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 32,523 $888K 0.02% +12,136 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 31,736 $867K 0.01% +5,750 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 30,687 $838K 0.04% +4,866 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 29,668 $835K <0.01% -4,798 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 30,402 $830K 0.01% +2,305 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 30,030 $820K new Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 29,696 $811K 0.04% -13,745 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 28,056 $766K <0.01% -2,849 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 27,531 $752K 0.02% +1,690 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 27,384 $748K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 27,177 $742K 0.16% -703 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 26,102 $713K 0.08% +9,228 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 24,527 $670K 0.65% -10,762 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 23,660 $646K 0.03% -384 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 23,428 $640K <0.01% +1,104 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 22,821 $623K 0.21% -1,096 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 22,562 $616K 0.19% +1,307 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 21,958 $600K 0.03% -6,966 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 21,483 $587K <0.01% +2,810 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 21,104 $576K 0.04% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 21,259 $568K <0.01% -17,866 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 20,487 $559K 0.05% +12,455 13F-HR Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 20,195 $552K 0.02% -5,077 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 19,842 $542K 0.02% +893 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 19,646 $537K 0.23% +101 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 18,903 $516K 0.23% +1,219 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 18,151 $496K <0.01% -191 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,429 $476K <0.01% +5 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 17,126 $468K 0.13% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 17,046 $466K 0.32% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,635 $400K 0.01% +2,006 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,624 $399K <0.01% -4,303 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 14,321 $391K <0.01% -1,539 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 14,131 $386K 0.07% -654 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 13,238 $361K <0.01% +12,350 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 13,027 $356K 0.03% -80 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,580 $344K <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,299 $336K 0.01% -686 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,057 $329K 0.01% -1,335 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,870 $324K 0.01% +24 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,415 $312K 0.05% +421 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 11,288 $308K 0.07% +2,389 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 11,056 $302K 0.04% -1,848 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 10,583 $289K 0.02% +1,710 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,444 $285K 0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,375 $283K 0.01% +54 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,449 $283K <0.01% -78 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 10,189 $278K 0.2% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,115 $276K 0.01% +675 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,036 $274K 0.01% +136 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,536 $260K 0.01% +603 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,426 $257K 0.01% -4,832 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,977 $245K 0.01% +2,047 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 8,495 $232K <0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,470 $231K <0.01% +119 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,365 $228K 0.02% -6,344 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 8,290 $226K 0.1% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,055 $220K <0.01% -16,497 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 7,700 $210K <0.01% -1,512 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,335 $201K 0.05% -6,793 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,028 $165K <0.01% +595 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,000 $164K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,556 $152K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,267 $144K <0.01% -243,012 13F-HR/A Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,378 $92.3K 0.04% -223 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,495 $68.1K <0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,290 $62.5K 0.02% 0 13F-HR/A Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,020 $55.2K 0.03% -9,600 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,081 $29.5K <0.01% -120 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,053 $29K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 938 $25.6K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 739 $20.2K <0.01% -916 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 729 $19.9K <0.01% -1,892 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 569 $15.5K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 493 $13.5K <0.01% +3 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 441 $12K <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 428 $11.7K <0.01% +2 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 261 $7.13K <0.01% -99 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 253 $6.92K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 200 $5.46K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 185 $5.05K <0.01% +184 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 164 $4.48K <0.01% 0 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 136 $3.71K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 100 $2.73K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 64 $1.75K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 50 $1.37K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 35 $956 <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 32 $874 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 22 $601 <0.01% new 13F-HR Timeline