MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,374,916 $299M 0.02% +237,042 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,510,168 $223M 0.02% -163,547 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,134,940 $127M 0.03% +161,205 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,705,503 $110M 0.03% +199,363 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,230,486 $90.3M 0.09% +24,256 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,113,743 $85.6M 0.03% -59,720 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,807,321 $73.2M 0.02% +18,695 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,497,139 $60.6M +69,458 Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,310,168 $53M +103,873 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 783,322 $31.7M 0.01% +176,321 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 680,487 $27.6M 0.04% +41,616 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 667,148 $27M 0.11% +4,315 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 651,078 $26.4M <0.01% +45,600 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 527,166 $21.3M 0.01% 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 466,297 $18.9M 0.05% +49,809 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 451,802 $18.3M 0.66% -14,502 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 416,053 $16.8M 0.04% +19,920 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 386,560 $15.7M 0.02% -9,425 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 382,260 $15.5M 0.04% +6,843 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 362,241 $14.7M 0.03% +18,642 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 355,324 $14.4M 0.01% -81,691 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 351,781 $14.2M 0.36% -21,748 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 284,146 $11.5M 0.57% -5,655 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 270,029 $10.9M 1.89% +9,773 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 268,116 $10.9M 0.04% -800 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 261,924 $10.6M <0.01% +4,977 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 247,916 $10M 0.4% -1,642 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 244,430 $9.9M 0.02% +6,073 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 227,759 $9.22M 0.19% -58,894 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 206,103 $8.35M 0.01% +29,755 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 202,199 $8.19M 0.81% +8,969 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 198,861 $8.05M 0.5% new 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 193,871 $7.85M 0.24% +11,945 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 185,420 $7.51M 0.12% +56,645 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 180,653 $7.31M 0.6% -8,497 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 167,345 $6.78M 0.04% -1,354 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 162,607 $6.58M 2.87% +22,172 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 150,523 $6.09M 0.79% -3,662 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 138,626 $5.6M 0.07% +44,156 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 132,922 $5.38M 1.94% +3,555 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 132,702 $5.37M 0.04% +2,517 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 125,139 $5.07M 0.05% -5,053 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 125,139 $5.07M 0.05% -5,053 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 124,273 $5.03M 0.14% +6,990 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 124,026 $5.02M +7,158 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 122,709 $4.98M 0.01% -4,521 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 116,922 $4.73M 0.02% +328 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 116,320 $4.71M 0.01% +96,868 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 111,762 $4.53M 0.88% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 109,458 $4.43M 0.01% -363,068 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 103,655 $4.2M 0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 102,818 $4.16M 0.8% +4,191 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 102,564 $4.15M 2.59% +2,238 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 93,372 $3.78M 0.25% +78,729 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 89,029 $3.67M 2.98% 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 85,232 $3.45M 0.14% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 81,993 $3.32M 0.09% +9,355 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 77,044 $3.2M 0.02% +3,200 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 78,307 $3.17M 0.05% -4,884 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 76,247 $3.09M 0.03% +2,560 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 69,599 $2.82M 0.79% -5,079 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 66,676 $2.7M 0.03% +9,349 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 62,408 $2.53M 0.01% +5,657 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 60,219 $2.44M 0.02% +5,924 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 59,672 $2.42M 1.13% +12,173 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 59,342 $2.4M 1.29% +447 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 53,363 $2.16M 0.33% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 52,147 $2.11M 0.01% +5,481 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 48,962 $1.98M <0.01% +630 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 48,749 $1.97M <0.01% +12,460 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 47,888 $1.94M 0.04% -23,138 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 47,565 $1.93M 0.21% -4,080 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 45,384 $1.84M 1.55% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 43,917 $1.78M 0.06% -11,737 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 43,065 $1.74M 0.16% +2,856 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 41,009 $1.66M 0.07% +1,548 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 40,882 $1.66M <0.01% +2,474 13F-HR Timeline Group Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 40,069 $1.62M 0.83% +3,141 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 39,948 $1.62M 0.01% -224 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 39,360 $1.59M 0.16% -623 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 37,650 $1.52M 1.02% -6,613 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 36,940 $1.5M 0.38% -7,547 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 36,718 $1.49M 0.27% -405 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 36,664 $1.48M 0.11% -160 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 36,630 $1.48M 0.09% +3,414 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 36,554 $1.48M 0.15% -325 13F-HR Timeline Group FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 36,093 $1.46M 0.95% -198 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 35,890 $1.45M 0.32% +9,875 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 35,457 $1.44M 0.03% -66,098 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 35,251 $1.43M 0.76% +3,055 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 35,029 $1.42M <0.01% +1,330 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 34,923 $1.41M 0.06% +6,110 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 34,562 $1.4M 0.09% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 33,231 $1.35M 0.39% -22,264 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 32,715 $1.32M 0.09% -404 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 31,955 $1.29M 0.32% +3,321 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 31,000 $1.26M <0.01% +24,953 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 30,297 $1.23M <0.01% -8,003 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 28,367 $1.15M 0.9% +741 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 28,245 $1.14M <0.01% 0 13F-HR Timeline Group Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 28,000 $1.13M 0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 27,128 $1.1M 0.09% +1,531 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 26,657 $1.08M 1.16% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,500 $1.03M 0.01% -5,233 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 25,004 $1.01M 0.7% +651 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,797 $1M <0.01% +4,308 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 22,722 $919K <0.01% +18,054 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 22,678 $918K 0.01% +6,581 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 21,903 $887K 0.13% +1,564 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 21,463 $869K 0.09% -1,920 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21,395 $866K 0.03% 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 21,067 $853K 0.43% +2,479 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 20,710 $839K 0.9% -1,073 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 20,619 $835K 0.17% -438 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 16,537 $809K 0.41% new 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 19,804 $802K 0.72% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 19,038 $771K 0.02% +10 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 18,790 $761K 0.31% -35 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 18,425 $746K <0.01% +1,900 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 18,302 $741K 0.05% -3,464 13F-HR/A Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 18,265 $740K 0.39% +279 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 17,647 $715K 0.07% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,544 $710K <0.01% +11,108 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 17,293 $700K 0.23% +4,153 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 17,286 $700K 0.53% 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 17,128 $694K <0.01% +5,190 13F-HR/A Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,458 $666K <0.01% +351 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 15,831 $641K <0.01% +956 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,217 $616K 0.01% +3,936 13F-HR Timeline Group NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 15,039 $609K 0.2% -1,118 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 14,860 $602K 0.04% -950 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 14,825 $600K 0.01% +2 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 14,650 $593K 0.07% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,990 $566K 0.01% +706 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 13,688 $554K 0.04% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,321 $539K 0.01% -636 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 13,055 $529K 0.18% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 12,691 $514K 0.34% +315 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 12,562 $509K <0.01% -6,726 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 12,342 $500K 0.34% 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 12,019 $487K 0.08% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 11,958 $484K 0.16% -2,938 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 11,616 $470K 0.27% -610 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,068 $448K 0.02% -495 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 11,042 $447K 0.34% 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 10,988 $445K 0.06% +164 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,987 $445K 0.03% +1,413 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 10,948 $443K 0.03% +1,024 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,813 $438K <0.01% -3,463 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,700 $433K 0.19% +250 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 10,699 $433K 1.17% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 10,467 $424K 0.03% +1,460 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 10,205 $413K 0.27% -345 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,202 $413K 0.01% +38 13F-HR Timeline Group INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 10,199 $413K 0.17% -3,348 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9,785 $396K 0.17% -28 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,553 $387K 0.04% +165 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 9,487 $384K 0.2% -1,566 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,450 $383K <0.01% +133 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,393 $380K 0.01% -1,613 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9,357 $379K 0.09% +3,701 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,166 $371K 0.02% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 8,857 $359K 0.02% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 8,734 $354K 0.23% +518 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,690 $352K <0.01% +3,596 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,585 $348K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,523 $345K 0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,467 $343K 0.06% -280 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,463 $343K 0.08% -1,113 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,446 $342K 0.04% -12 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 8,371 $339K 0.03% -1,528 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/ 8,238 $334K <0.01% +206 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,181 $331K 0.02% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 8,139 $330K 0.08% -350 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,120 $329K 0.02% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 8,109 $328K <0.01% -3,190 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. 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