LPL Financial LLC More: the full row for LPL Financial LLC 3,886,664 $347M 0.09% +311,322 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,668,298 $328M 0.19% -182,989 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,870,177 $256M 0.02% +8,925 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,595,265 $232M +9,031 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,919,734 $171M 0.04% +143,330 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,367,740 $122M 0.08% -18,204 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,346,277 $120M 2.19% +56,529 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,324,221 $118M -35,870 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,211,307 $108M 0.01% +69,044 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,165,060 $104M 4.64% +47,317 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,046,430 $93.5M 1.47% +12,571 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,006,997 $90M 0.1% +55,867 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 976,282 $87.2M 0.8% -76,126 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 804,461 $71.9M 0.01% +105,640 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 753,581 $67.3M 0.17% +31,501 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 734,768 $65.6M 0.02% -14,765 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 595,329 $53.2M 0.07% +1,911 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 595,138 $53.2M 0.02% -3,248 13F-HR Timeline Group Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 675,342 $52.9M 11.7% -25,039 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 511,879 $45.7M 0.07% +7,440 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 466,523 $41.7M 0.01% -45,100 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 437,905 $39.1M -38,472 Timeline CLG LLC More: the full row for CLG LLC 430,968 $38.5M 9.56% -2,617 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 399,184 $35.7M 3.98% +8,623 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 384,193 $34.3M 20.42% +12,290 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 360,723 $32.2M <0.01% +36,147 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 360,310 $32.2M 0.06% -9,555 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 332,836 $29.7M 2.63% -1,200 13F-HR Timeline Fox Financial, Inc More: the full row for Fox Financial, Inc 313,429 $28M 22.85% +2,045 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 309,162 $27.6M +43,795 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 285,986 $25.5M 0.12% +24,674 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 276,256 $24.7M 0.04% -73,550 13F-HR Timeline Group FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 265,790 $23.7M 8.99% -1,932 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 262,860 $23.5M 6.2% -16,091 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 258,248 $23.1M 0.13% +8,972 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 243,855 $21.8M 0.01% +15,772 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 238,925 $21.3M 0.03% -1,777 13F-HR Timeline Group NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 235,046 $21M 9.16% +12,803 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 213,330 $19.1M 0.12% +2,357 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 209,764 $18.7M 0.1% +6,852 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 197,288 $17.6M 2.29% -14,975 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 194,476 $17.4M 0.02% +9,028 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 191,208 $17.1M 0.09% +686 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 190,166 $17M 1.24% -2,240 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 187,412 $16.4M <0.01% +1,212 13F-HR/A Timeline Group truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 144,372 $12.9M 13.34% +5,576 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 131,267 $11.7M 0.03% +13,064 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 126,091 $11.3M 0.19% +107,173 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 122,349 $10.9M 1.61% +55,847 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 122,029 $10.9M 1.35% +854 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 119,735 $10.7M 2.81% +452 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 116,729 $10.5M 0.02% -40,337 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 110,950 $9.91M 0.11% +41,526 13F-HR Timeline Group TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 105,737 $9.45M 5.81% +5,989 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 106,068 $9.35M 0.06% +13,640 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 103,142 $9.21M 0.28% -737 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 95,537 $8.53M 1.52% +908 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 93,715 $8.37M 0.24% +4,826 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 92,054 $8.22M 1.62% +3,159 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 91,072 $8.14M 0.01% -1,149 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 73,930 $6.95M 3.39% -1,593 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 72,183 $6.45M 0.43% -49,901 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 68,064 $6.08M 0.01% -1,659 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 66,825 $5.97M 0.61% +12,172 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 64,578 $5.77M 0.03% -281 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 64,216 $5.74M 0.01% -123 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 62,528 $5.59M 0.36% +12 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 62,274 $5.56M 1.35% +33,797 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 61,513 $5.49M 0.57% -420 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 61,414 $5.49M 0.76% -5,471 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 61,365 $5.48M +53,306 Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 59,786 $5.34M 0.33% +253 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 58,791 $5.25M 0.19% +2,817 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 58,720 $5.25M 0.12% +1,036 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 57,351 $5.12M 0.01% -1,268 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 56,416 $5.04M 1.61% +7,794 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 54,303 $4.85M 0.13% -653 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 53,770 $4.8M 0.02% -406 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 52,474 $4.69M 0.38% -232 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 50,569 $4.52M 0.8% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 50,550 $4.52M 0.21% -382 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 49,376 $4.41M 0.06% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 46,626 $4.17M 2.87% +1,937 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 46,508 $4.15M 0.01% -545 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 46,129 $4.12M 0.02% +202 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 43,432 $3.88M 0.37% -3,041 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 43,028 $3.84M 0.01% -1,046 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 42,308 $3.78M 0.17% -3,993 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 41,159 $3.68M 0.03% -14 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 38,623 $3.45M 0.21% 0 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 38,252 $3.42M 0.02% +9,930 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 38,019 $3.4M 0.01% -4,615 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 37,766 $3.37M 2.37% -2,095 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 37,713 $3.37M <0.01% +1,214 13F-HR Timeline Group Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 37,213 $3.34M 1.27% -101 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 32,075 $2.87M 0.03% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 31,359 $2.8M 0.03% +1,356 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 31,345 $2.8M 0.01% 0 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 31,134 $2.78M 0.36% -92 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 30,850 $2.76M 0.01% +36 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 30,823 $2.75M 0.06% -855 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 30,328 $2.71M 1.59% 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 29,406 $2.63M 0.24% -4,287 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 28,535 $2.55M 0.4% -697 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 28,093 $2.51M 0.02% +864 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 27,825 $2.49M 0.12% -5,197 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,799 $2.48M <0.01% -51 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 27,757 $2.48M <0.01% +26,279 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 27,256 $2.43M 0.06% -12 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 26,936 $2.41M 0.08% +1,369 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 25,308 $2.36M 0.05% +54 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 26,004 $2.32M <0.01% +1,978 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 25,950 $2.32M 0.1% -1,214 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 25,125 $2.2M <0.01% +1,125 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 24,471 $2.19M <0.01% -22,103 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,615 $2.11M 0.02% +4,831 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 23,294 $2.08M 0.14% +78 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 22,547 $2.01M 0.91% +149 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 22,431 $2M 0.75% -1,858 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 21,946 $1.96M 0.06% +14,500 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 21,560 $1.93M 0.25% -680 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 21,019 $1.88M 0.16% +806 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 20,172 $1.8M 0.22% +83 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,616 $1.8M 0.06% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 19,836 $1.77M 0.1% -160 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 19,713 $1.76M 0.64% +15 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 19,303 $1.72M 0.45% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 19,245 $1.72M 0.31% -802 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 18,828 $1.68M 0.06% +564 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,294 $1.63M 0.01% -399 13F-HR/A Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,230 $1.63M 0.15% -3,877 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 18,187 $1.62M 0.37% -95 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 17,890 $1.6M 0.12% -1,141 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 17,873 $1.6M 0.47% +2,272 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 17,679 $1.58M 0.01% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 17,673 $1.58M 0.23% -421 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 17,420 $1.56M 0.51% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 17,273 $1.54M 0.05% +71 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 17,247 $1.54M <0.01% +17,055 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 16,844 $1.51M 0.42% +475 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 16,756 $1.5M <0.01% -1,343 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,623 $1.48M 0.04% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 16,563 $1.48M 0.16% -20,405 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,421 $1.47M 0.02% -1,759 13F-HR Timeline Group FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 16,235 $1.45M 0.46% +815 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 16,223 $1.45M 0.15% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 16,034 $1.43M 0.54% +1,005 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,745 $1.41M <0.01% -646 13F-HR Timeline Group St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 15,664 $1.4M 0.37% -50 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,490 $1.38M 0.04% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 15,184 $1.36M 1.31% +355 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 15,092 $1.35M 0.08% +7,627 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 15,020 $1.34M <0.01% 0 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 14,823 $1.32M <0.01% +2,991 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 14,700 $1.31M 0.6% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,404 $1.29M 0.07% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,165 $1.27M 0.02% -1,105 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,974 $1.25M 0.11% -1,425 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 13,952 $1.25M 0.2% +360 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 13,996 $1.23M 0.02% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 13,642 $1.22M 0.18% +296 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,640 $1.22M 0.02% +8,644 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 13,597 $1.21M 0.23% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 14,534 $1.19M 0.51% -14,044 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 13,325 $1.19M 0.37% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 13,131 $1.17M 0.12% +56 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,980 $1.16M 0.03% +772 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 12,733 $1.14M 0.13% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 12,710 $1.14M 0.08% +11,611 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,634 $1.13M 0.01% +3 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,466 $1.11M 0.01% -1,979 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 11,881 $1.1M 0.12% -240 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,264 $1.1M 0.1% -8,455 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 11,700 $1.05M 0.24% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,630 $1.04M <0.01% -394 13F-HR Timeline Group Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 11,590 $1.04M 0.26% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,499 $1.03M 0.01% +8,697 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 11,453 $1.02M 0.04% +6,000 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 11,352 $1.01M <0.01% -17,126 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 11,300 $1.01M 0.14% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 11,300 $1.01M 0.08% +542 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,840 $968K 0.23% -1,740 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,836 $968K 0.04% +6,630 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 10,800 $965K 0.41% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 10,686 $955K 0.24% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,529 $941K 0.03% -726 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 10,494 $937K 0.68% +6 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 10,114 $903K 0.13% 0 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 10,051 $898K <0.01% -57,096 13F-HR Timeline Group Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 10,000 $893K 0.67% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,714 $868K 0.05% -59 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,655 $862K 0.03% -251 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,548 $853K 0.01% -162 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,545 $853K 0.04% +1,045 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,436 $843K 0.01% +180 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,421 $842K 0.01% +19 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,247 $826K 0.04% +92 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,218 $823K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9,136 $816K 0.13% -66 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 8,982 $802K 0.36% -698 13F-HR Timeline