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 314,952 $13.4M <0.01% +57,393 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 284,896 $12.1M 0.15% +79,310 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 220,253 $9.37M 0.97% +6,441 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 143,779 $6.12M <0.01% +1,065 13F-HR Timeline Group Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 143,405 $6.11M 3.14% +8,776 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 98,798 $4.2M 0.31% -2,800 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 93,572 $3.98M 0.02% new 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 66,523 $2.83M 0.69% +3,700 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/ 59,406 $2.53M <0.01% +5,429 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 33,163 $1.41M 0.04% -163,170 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 32,872 $1.4M 0.7% +2,223 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,723 $1.39M <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 29,343 $1.25M 0.84% +773 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 26,612 $1.13M 0.01% +1,467 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 24,773 $1.05M 0.75% +1,341 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,238 $946K <0.01% -74 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 22,156 $943K <0.01% +4,130 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,680 $625K <0.01% +383 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,376 $569K <0.01% -6,184 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,543 $534K <0.01% +5,501 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 11,871 $505K <0.01% -814 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,480 $446K 0.01% -126 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,965 $339K 0.03% -1,195 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,202 $307K <0.01% +745 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,897 $294K <0.01% +627 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,947 $168K 0.02% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,376 $101K <0.01% +21 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/ 1,100 $46.8K <0.01% new 13F-HR Timeline Group Collier Financial More: the full row for Collier Financial 910 $38.7K 0.03% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 813 $34.6K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 750 $31.9K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 750 $31.8K <0.01% +269 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 672 $28.6K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 424 $18.1K <0.01% +101 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 401 $17.1K <0.01% +159 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 343 $14.6K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 145 $6.18K <0.01% +1 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 144 $6.11K <0.01% -209 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 126 $5.36K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 101 $4.3K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 71 $3.02K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 62 $2.64K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 57 $2.43K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 56 $2.37K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 37 $1.57K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 34 $1.46K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 11 $468 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $52 <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $26 <0.01% 0 13F-HR/A Timeline Group