Allianz Investment Management U.S. LLC in group Allianz SE More: the full row for Allianz Investment Management U.S. LLC 249,000 $24.5M 1.73% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 130,764 $12.9M <0.01% +101 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 76,279 $7.51M 0.01% +12,535 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 60,951 $6M 0.37% +4,541 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 50,317 $4.95M 0.15% +1,360 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 41,884 $4.12M 2.66% -774 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 41,318 $4.07M 2.65% +1,472 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 39,759 $3.91M 1.08% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 38,724 $3.81M <0.01% +8,967 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 38,242 $3.76M 1.02% +3,620 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 32,595 $3.21M <0.01% +1,412 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 30,765 $3.03M 0.01% -6,176 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 28,639 $2.82M 1.84% +18,739 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 21,587 $2.13M 0.08% +2,955 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,463 $1.82M <0.01% +9,194 13F-HR/A Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 15,692 $1.54M 0.89% -225 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,511 $1.34M 0.02% +4 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,442 $1.13M 0.01% -375 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,706 $960K 0.14% +5,171 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,436 $929K 0.19% -400 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 8,714 $862K 0.52% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,513 $739K 0.01% -399 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 7,513 $739K 0.01% -399 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,671 $656K 0.06% +1,427 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,789 $569K <0.01% +5 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 5,584 $550K 0.1% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,344 $529K 0.08% +1,487 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 5,343 $526K 0.49% +53 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,052 $497K <0.01% +1,829 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,871 $479K <0.01% -385 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,815 $474K <0.01% +914 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,352 $428K 0.09% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4,040 $398K 0.1% -10 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,919 $386K 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,849 $379K <0.01% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,601 $354K <0.01% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,580 $352K 0.11% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 3,572 $352K 0.28% +164 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,500 $344K 0.03% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,098 $305K <0.01% -61 13F-HR Timeline Group Treynor Bancshares, Inc. More: the full row for Treynor Bancshares, Inc. 2,954 $291K 0.31% +13 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,646 $260K <0.01% -441 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,488 $245K 0.1% -6,036 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,434 $239K 0.07% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,369 $233K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,357 $232K <0.01% +62 13F-HR Timeline Group Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,117 $208K 0.1% -207 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,048 $202K <0.01% +1,998 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,515 $149K <0.01% +163 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,459 $144K 0.08% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,013 $100K <0.01% -35 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 883 $86.9K <0.01% +5 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 529 $52.1K <0.01% -123 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 430 $42.3K 0.01% -1 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 430 $42.3K <0.01% +100 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 306 $30.1K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 260 $25.7K <0.01% +260 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 195 $19.2K <0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 175 $17.2K <0.01% -175 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 150 $14.8K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 122 $12K 0.01% +1 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 94 $9.3K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 66 $6.5K <0.01% 0 13F-HR Timeline