WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 23,100,548 $1.06B 0.18% +449,028 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,693,074 $306M +1,900,942 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 6,479,772 $296M 0.07% +600,897 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 6,186,859 $283M 4.83% +609,836 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 5,472,758 $250M 1.87% +43,131 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 4,972,665 $227M 6% +114,330 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/ 4,359,985 $199M 0.01% -77,462 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 3,545,671 $162M 0.27% +255,571 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,430,266 $157M 0.01% +275,043 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,594,781 $119M 0.67% +40,245 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,224,902 $102M 0.09% +200,327 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,113,048 $96.6M 0.12% +47,909 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,953,987 $89.3M 0.11% +667,534 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,761,338 $80.5M 0.01% +15,848 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,412,055 $64.5M 6.12% +45,033 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,399,236 $63.9M 0.1% +20,221 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,266,757 $57.9M 0.7% +259,868 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,231,419 $56.1M 0.31% +336,872 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,088,067 $49.7M 0.19% +1,031,511 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,085,058 $49.6M 0.01% +20,575 13F-HR Timeline Group High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 1,063,683 $48.6M 5.2% +73,991 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,023,804 $46.8M -22,197 Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,018,994 $46.6M 1.67% -5,483 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,001,766 $45.8M 0.39% -5,864 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 917,704 $41.9M 0.01% -3,275 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 869,334 $39.7M 1.74% -20,668 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 869,104 $39.7M 4.65% +15,460 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 794,660 $36.3M 4.9% +278,188 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 770,380 $35.2M 3.01% +33,518 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 757,298 $34.6M 16.32% +22,060 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 741,552 $33.9M 0.02% +428,372 13F-HR Timeline Group SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 705,471 $32.2M 19.3% -7,656 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 701,237 $32M 3.17% +53,411 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 665,408 $30.4M 0.14% -11,493 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 652,724 $29.8M 0.05% +31,652 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 622,017 $28.4M 0.02% -108,493 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 610,066 $27.9M 0.03% +83,031 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 590,479 $27M 3.12% -2,981 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 551,936 $25.2M 0.01% +619 13F-HR Timeline Group Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 548,908 $25.1M 10.59% +28,469 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 526,508 $24.1M 7.06% +18,929 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 505,390 $23.1M 2.12% -7,344 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 503,940 $23M 0.68% +22,302 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 491,001 $22.4M 0.41% -10,850 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 486,622 $22.2M 1.78% -10,614 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 484,829 $22.2M 9.68% +6,784 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 461,827 $21.1M 1.29% +15,617 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 449,338 $20.5M 2.69% -4,117 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 424,635 $19.4M 2.01% +2,269 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 372,159 $17M 0.08% +99,911 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 369,545 $16.9M 3.6% +1,382 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 360,916 $16.5M 0.51% +341,179 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 345,859 $15.8M 0.2% +39,466 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 345,516 $15.8M <0.01% -335,510 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 335,389 $15.3M 0.02% +8,342 13F-HR Timeline Group GFG Capital, LLC More: the full row for GFG Capital, LLC 326,323 $14.9M 4.1% -459,787 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 320,611 $14.7M 6.69% +3,403 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 316,523 $14.5M 0.03% -13,521 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 309,091 $14.1M 2.15% +4,842 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 303,022 $13.8M <0.01% -40,113 13F-HR Timeline Group Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 291,728 $13.3M 2.52% +28,222 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 290,883 $13.3M 6.96% -2,509 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 286,713 $13.1M 0.37% -749,856 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 282,691 $12.9M 0.02% +95,723 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 281,286 $12.9M 3.42% +46,829 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 275,946 $12.6M 2.04% -10,688 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 266,966 $12.2M 1.17% +28,865 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 263,198 $12M 0.67% -184 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 262,604 $12M +18,631 Timeline FCA CORP /TX More: the full row for FCA CORP /TX 256,458 $11.7M 2.89% +9,790 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 255,696 $11.7M 0.62% -4,470 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 252,089 $11.5M 0.36% +2,955 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 242,985 $11.1M 1.08% +716 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 242,937 $11.1M 0.02% -684,872 13F-HR/A Timeline Group Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 230,370 $10.5M 3.96% +5,243 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 230,319 $10.5M 0.36% +1,856 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 223,449 $10.2M 0.19% +7,016 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 198,572 $9.15M 0.02% +19,312 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 197,760 $9.04M 0.03% +7,526 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 181,174 $8.35M 8% +4,048 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 177,814 $8.13M 1.55% +1,282 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 176,505 $7.98M <0.01% +16,736 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 168,494 $7.7M 0.05% +157,264 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 166,636 $7.62M 0.01% -602 13F-HR Timeline Group Blue Water Asset Management More: the full row for Blue Water Asset Management 165,031 $7.54M 2.43% +2,126 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 164,993 $7.54M 0.02% +4,927 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 158,811 $7.26M 0.13% +4,156 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 158,092 $7.22M 0.58% -13,167 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 150,547 $6.88M 0.01% +21,793 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 139,649 $6.38M 0.01% -43,152 13F-HR/A Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 134,265 $6.14M 0.78% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 132,762 $6.07M 0.41% +5,775 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 131,079 $5.99M 0.08% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 130,080 $5.94M 0.8% -4,629 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 129,617 $5.92M 0.19% +4,748 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 128,707 $5.88M <0.01% +8,503 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 105,492 $4.82M 0.04% +877 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 105,409 $4.82M 0.03% +5,024 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 98,265 $4.49M 0.8% -1,081 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 93,342 $4.27M 0.28% -214 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 92,800 $4.24M 0.97% +83,760 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 89,731 $4.1M 0.13% +864 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 85,596 $3.91M 0.1% -834 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 84,703 $3.87M 1.33% +2,071 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 83,262 $3.81M 0.04% +26,474 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 81,730 $3.74M <0.01% +30,536 13F-HR Timeline Group Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 80,913 $3.7M 1.31% +3,002 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 79,962 $3.65M 2.74% -1,454 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 77,946 $3.56M -2,542 Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 76,878 $3.51M 0.88% -1,266 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 71,407 $3.26M 0.24% +6,393 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 69,981 $3.2M 0.32% +5 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 68,934 $3.15M 0.01% +1,213 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 65,335 $2.99M 1.02% -2,907 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 64,832 $2.96M 0.03% -137 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 63,138 $2.89M 0.38% +61,925 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 62,310 $2.83M 0.28% -590,159 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 60,391 $2.76M <0.01% +5,554 13F-HR Timeline Group COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 60,340 $2.76M 0.14% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 60,111 $2.75M 0.05% +1,591 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 60,046 $2.74M 0.07% -16,148 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 58,520 $2.67M 0.14% -72 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 58,067 $2.65M <0.01% -127,371 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 56,161 $2.56M 0.08% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 57,294 $2.55M 0.04% +3,276 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 54,804 $2.5M <0.01% +12,829 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 53,814 $2.46M 0.19% +2,814 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 50,779 $2.32M 0.12% -1,165 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 49,316 $2.25M 0.03% +15,346 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 46,368 $2.12M 0.49% -391 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 45,095 $2.06M 0.21% +973 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 40,000 $1.83M 0.15% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 39,940 $1.83M 0.41% -37,612 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 39,257 $1.79M 0.05% +381 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 38,734 $1.77M +107 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 38,552 $1.76M <0.01% +8,208 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 38,183 $1.74M 0.22% -478 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 36,486 $1.67M 0.09% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 33,746 $1.54M 0.03% -333 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 33,739 $1.54M 0.14% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 33,319 $1.52M 0.14% 0 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 32,130 $1.47M 1.1% -70 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 31,560 $1.44M 0.05% +10,626 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 30,878 $1.41M 0.17% +22,259 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 30,696 $1.4M 0.73% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 30,585 $1.4M 0.28% +2,569 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 30,535 $1.4M 0.05% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 30,326 $1.39M 0.25% -4,840 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 30,062 $1.37M 0.02% +12 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 29,274 $1.34M 0.04% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 28,889 $1.32M 0.19% -2,178 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 28,279 $1.29M 0.02% -1,744 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 28,244 $1.29M 0.19% -1,500 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 27,855 $1.27M 0.25% -1,065 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 27,151 $1.24M 0.1% +5,177 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 26,481 $1.21M 0.45% -65 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,382 $1.21M 0.01% +94 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 25,208 $1.15M 0.01% -56,390 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 25,198 $1.15M 0.42% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 23,436 $1.07M 0.02% -5,524 13F-HR Timeline Group DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 23,143 $1.06M 0.38% -31 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 22,412 $1.02M 0.32% +118 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 22,194 $1.01M 0.1% +5,493 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,988 $959K 0.02% -878 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 20,544 $939K 0.06% -5,485 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 20,070 $917K <0.01% +16,141 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 19,510 $892K 0.01% -274 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 18,766 $858K 0.03% +1,256 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 18,415 $842K 0.04% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 18,295 $836K <0.01% -9,181 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 18,263 $835K 0.07% +6,336 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,294 $790K 0.01% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 17,321 $789K 0.04% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 16,528 $755K 0.06% +20 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,478 $753K <0.01% new 13F-HR Timeline Group John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 15,786 $721K 0.87% -7,485 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 15,422 $705K 0.2% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. 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