MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,988,223 $336M 0.02% +613,307 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,660,270 $238M 0.02% +150,102 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,998,478 $126M 0.03% -136,462 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,352,725 $99M 0.03% -352,778 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,292,381 $96.5M +982,213 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,182,851 $91.9M 0.09% -47,635 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,055,024 $86.5M 0.03% -58,719 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,837,302 $77.3M 0.02% +29,981 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,496,588 $63M -551 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 702,442 $29.6M 0.04% +21,955 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 669,390 $28.2M 0.11% +2,242 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 593,068 $25M <0.01% -58,010 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 587,665 $24.7M 0.01% -195,657 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 537,521 $22.6M 0.01% +10,355 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 494,278 $20.8M 0.05% +27,981 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 439,762 $18.5M 0.64% -12,040 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 405,910 $17.1M 0.02% +19,350 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 388,630 $16.4M 0.03% -27,423 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 383,602 $16.1M 0.04% +1,342 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 380,899 $16M 0.03% +18,658 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 380,271 $16M 0.42% +28,490 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 372,210 $15.7M 0.01% +16,886 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 311,419 $13.1M 0.03% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 286,572 $12.1M 0.6% +2,426 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 281,476 $11.8M 0.23% +246,019 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 270,566 $11.4M 0.04% +2,450 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 251,420 $10.6M 0.02% +6,990 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 232,965 $9.8M 0.37% -14,951 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 227,688 $9.58M <0.01% -34,236 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 223,977 $9.42M 0.14% +38,557 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 218,464 $9.19M 0.92% +16,265 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 215,018 $9.05M 0.02% +8,915 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 178,497 $7.51M 0.15% -49,262 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 177,060 $7.45M 0.05% +9,715 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 176,851 $7.44M 0.62% -3,802 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 167,362 $7.04M 2.96% +4,755 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 165,848 $6.98M 3.26% +160,535 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 152,010 $6.4M 1.11% -118,019 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 149,756 $6.3M 0.07% +11,130 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 143,909 $6.06M 0.76% -6,614 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 135,844 $5.72M 2.1% +2,922 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 132,952 $5.59M 0.04% +250 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 128,448 $5.41M 0.01% +76,301 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 123,810 $5.33M 0.66% +20,992 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 125,812 $5.29M +1,786 Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 124,585 $5.24M 1.01% +12,823 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 122,891 $5.17M 0.13% -1,382 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 117,782 $4.96M 0.57% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 117,642 $4.95M 0.02% +720 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 117,276 $4.93M 0.05% -7,863 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 117,276 $4.93M 0.05% -7,863 13F-HR/A Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 109,187 $4.59M 0.35% +15,815 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 103,345 $4.35M 0.12% +21,352 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 102,638 $4.32M 0.01% -6,820 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 94,182 $3.96M 0.01% +31,774 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 90,406 $3.8M 2.51% +1,377 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 80,958 $3.41M 0.03% +14,282 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 80,573 $3.39M 0.03% +4,326 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 77,419 $3.26M 0.04% -888 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 72,251 $3.04M 0.1% -121,620 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 71,981 $3.03M 1.54% +12,639 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 69,388 $2.92M 0.88% -211 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 63,897 $2.69M 0.2% -134,964 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 63,522 $2.67M 0.01% -59,187 13F-HR Timeline Group ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 61,868 $2.6M 1.22% +2,196 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 53,363 $2.25M 0.45% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 51,061 $2.15M <0.01% +2,312 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 51,030 $2.15M 1.59% +5,646 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 50,961 $2.14M <0.01% +1,999 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 48,992 $2.06M 0.06% +7,983 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 48,903 $2.06M 0.45% +13,013 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 47,849 $2.01M 0.04% -39 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 45,943 $1.93M 0.02% -14,276 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 44,125 $1.86M 0.01% -32,919 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 43,549 $1.83M 0.16% +484 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 43,367 $1.82M <0.01% +2,485 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 43,341 $1.82M 0.01% -60,314 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 42,298 $1.78M 0.05% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 42,108 $1.77M 0.06% new 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 41,043 $1.73M 1.18% +4,950 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 40,028 $1.68M 0.18% -7,537 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 37,846 $1.59M 1.02% +196 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 37,469 $1.58M 0.05% -6,448 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 $1.54M 0.16% 0 13F-HR Timeline Group Janney Capital Management LLC More: the full row for Janney Capital Management LLC 34,857 $1.47M 0.1% +295 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 34,696 $1.46M 0.35% -2,244 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 34,227 $1.44M 0.25% -2,491 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 33,951 $1.43M <0.01% -1,078 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 33,706 $1.42M 0.14% -5,654 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 33,182 $1.4M 0.1% +467 13F-HR Timeline CX Institutional More: the full row for CX Institutional 32,806 $1.38M 0.05% -2,117 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 32,255 $1.36M 0.81% -2,996 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 31,790 $1.34M 0.31% -165 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 30,087 $1.27M 1.12% +1,720 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 30,080 $1.27M 0.08% +21,899 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 29,773 $1.25M <0.01% +27,268 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 29,137 $1.23M 0.1% -7,527 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 28,245 $1.19M <0.01% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 27,450 $1.16M 0.09% +322 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 26,785 $1.13M 0.01% +11,960 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,406 $1.11M <0.01% -3,891 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 26,101 $1.1M 0.05% -13,847 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 25,907 $1.09M 1.15% -750 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 25,004 $1.05M 0.71% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 24,610 $1.04M 0.64% +3,900 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 24,463 $1.03M 0.31% -8,768 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 24,020 $1.01M 0.89% +4,216 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 23,089 $972K 0.15% +1,186 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 23,114 $970K 0.02% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 22,180 $933K 0.46% +1,113 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21,899 $922K 0.03% +504 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 20,554 $865K 0.18% -65 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 20,070 $845K <0.01% +2,942 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 19,755 $831K <0.01% +1,330 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 18,964 $798K 0.08% -2,499 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 18,794 $791K 0.02% -244 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 18,434 $776K 0.29% -356 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 18,204 $766K 0.41% -61 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 17,288 $727K 0.07% -359 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 16,821 $708K 0.55% -465 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 16,179 $681K <0.01% +348 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,083 $677K <0.01% -375 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 15,158 $638K 0.01% -7,520 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 14,909 $627K 0.37% +2,218 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 14,850 $625K 0.08% +200 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 14,548 $612K 0.2% -491 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 14,038 $591K <0.01% -16,962 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,602 $572K 0.01% -388 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 13,592 $572K 0.37% +1,250 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 13,427 $565K 0.04% -261 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,327 $561K 0.01% +6 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 13,210 $556K 0.04% -1,650 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 12,019 $506K 0.09% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,976 $504K 0.01% +1,774 13F-HR Timeline Group BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 11,616 $489K 0.19% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 11,549 $486K 0.06% +561 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 11,958 $484K 0.16% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,288 $475K <0.01% +475 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 11,268 $474K <0.01% -1,294 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 11,042 $465K 0.36% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,013 $463K 0.03% +26 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,943 $460K 0.04% +10,932 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,822 $455K <0.01% +2,132 13F-HR/A Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,748 $452K 0.02% new 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,700 $450K 0.2% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 10,699 $450K 1.15% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 10,217 $430K 0.03% -731 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,198 $429K <0.01% +748 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 10,183 $429K 0.03% -284 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,070 $424K 0.02% -998 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,970 $420K 0.01% +3,197 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,847 $414K 0.01% +1,984 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,531 $401K 0.01% -15,969 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,363 $394K 0.01% -30 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9,287 $391K 0.09% -70 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,266 $390K 0.02% +100 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9,257 $390K 0.17% -528 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,028 $380K 0.04% -525 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/ 8,939 $376K <0.01% +701 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 8,832 $372K 0.24% +2,806 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 8,765 $369K 0.26% -1,440 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,744 $368K 0.01% +1,153 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,523 $359K 0.02% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 8,488 $357K 0.23% -246 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,456 $356K 0.01% +445 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 8,402 $354K 0.08% +263 13F-HR Timeline OARSMAN CAPITAL, INC. 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