WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 20,475,937 $683M 0.16% +568,547 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,888,586 $230M 0.09% +239,963 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,095,611 $170M 0.41% -931,539 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 4,527,786 $151M 5.47% +228,582 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,345,128 $145M +363,644 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,382,021 $113M 0.01% -88,456 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,370,298 $112M 0.01% +184,169 13F-HR/A Timeline Group WMS Partners, LLC More: the full row for WMS Partners, LLC 3,099,698 $103M 5.79% +158,788 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,342,378 $78.3M 0.02% -1,663,481 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,672,444 $55.8M 0.08% -52,572 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,270,636 $42.4M 0.09% +80,948 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,213,397 $40.5M 5.11% +56,479 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,164,450 $38.8M 0.08% +68,530 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,157,566 $38.6M 0.87% +80,722 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,090,202 $36.3M 1.37% -27,714 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,053,740 $35.1M 0.06% -128,197 13F-HR Timeline Group High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 1,032,054 $34.4M 6.17% +10,217 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 1,015,716 $33.9M 2.65% +5,716 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 978,650 $32.6M 0.01% -20,736 13F-HR Timeline Group Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 961,175 $32M 5.77% +1,504 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 948,521 $31.6M 5.05% +52,922 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 935,949 $31.2M 0.36% +56,671 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 931,059 $31M 1.85% -11,722 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 895,345 $29.9M 0.01% -828,775 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 840,605 $28M 0.02% +14,380 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 824,166 $27.5M 0.01% 13F-HR/A Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 787,249 $26.2M 4.11% +51,736 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 780,553 $26M 1.18% +27,285 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 763,371 $25.5M 3.41% +17,120 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 749,659 $25M 0.07% +29,371 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 725,173 $24.2M 1.77% -24,653 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 703,728 $23.5M 0.01% -162,376 13F-HR Timeline Group STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 681,696 $22.7M 14.89% 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 679,431 $22.7M 6.23% -107,890 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 646,525 $21.6M 2.41% +52,613 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 573,481 $19.1M 3.37% +23,533 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 522,244 $17.4M 0.75% +2,335 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 509,241 $17M 0.02% +499 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 509,152 $17M 0.16% +7,050 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 505,216 $16.8M 1.58% +15,315 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 503,037 $16.8M 0.51% +8,370 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 490,504 $16.4M 0.74% +38,458 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 485,691 $16.2M 14.01% 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 467,654 $15.6M 7.41% +16,642 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 444,193 $15.6M 0.1% -91,942 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 443,908 $14.8M 10.38% 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 437,334 $14.6M 1.08% +1,501 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 393,379 $13.1M 3.54% -5,079 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 387,554 $12.9M 0.05% +41,669 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 383,545 $12.8M 2.53% +32,324 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 370,540 $12.4M 8.21% +10,681 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 354,729 $12.3M 0.02% +820 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 349,006 $11.6M 1.71% +7,506 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 348,113 $11.6M 3.34% 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 323,179 $10.8M 0.9% -31,650 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 321,815 $10.7M 2.35% -16,801 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 293,724 $9.79M 0.67% -53,882 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 287,886 $9.6M 0.45% +5,231 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 280,242 $9.34M 1.91% -2,970 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 262,101 $8.74M 0.1% +8,636 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 260,722 $8.69M 3.71% +16,940 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 239,103 $7.97M 0.01% -1,033 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 237,215 $7.91M 2.47% +5,714 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 221,667 $7.39M 0.02% +2,897 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 220,970 $7.37M 0.41% -74,444 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 215,361 $7.18M 0.01% +143,131 13F-HR Timeline Group PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 202,199 $6.75M 2.37% +1,255 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 195,485 $6.52M 0.01% -4,574 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 194,795 $6.49M 0.18% +11,034 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 192,567 $6.42M 0.02% -9,592 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for Baird Financial Group, Inc. 156,866 $5.23M 0.01% +5,023 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 155,277 $5.18M 0.17% -28,620 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 140,086 $4.67M 0.82% +12,761 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 135,715 $4.52M 1.02% +8,583 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 134,265 $4.48M 0.98% 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 133,147 $4.44M 0.05% +1,369 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 131,106 $4.37M 1.42% +3,426 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 126,945 $4.23M 0.32% +360 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 121,439 $4.05M 0.01% -1,518 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 121,367 $4.05M 0.49% -2,469 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 121,323 $4.04M 0.02% +20,292 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 110,875 $3.7M 0.12% -3,082 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 110,108 $3.67M 2.21% +13,681 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 106,654 $3.56M 0.09% -1,891 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 105,390 $3.51M 0.88% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 104,067 $3.47M 0.32% +7,270 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 102,732 $3.43M 0.03% -12,039 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 102,732 $3.43M 0.03% -12,039 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 100,996 $3.37M 0.04% -474 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 97,671 $3.26M 0.14% +276 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 92,267 $3.08M 0.13% -3,189 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 89,871 $3M 0.02% +37,107 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 89,824 $3M 0.01% +22,533 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 88,697 $2.96M 0.15% -1,701 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 88,431 $2.95M 1.18% -935 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 80,279 $2.68M 1.08% -3,351 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 79,491 $2.65M 0.25% -23,197 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 77,590 $2.59M 0.63% +510 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 77,578 $2.59M 1.12% +1,916 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 74,889 $2.5M <0.01% -8,193 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 72,299 $2.41M 0.24% -532 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 62,895 $2.1M 0.26% -2,900 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 62,313 $2.08M 0.13% +21 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 59,986 $2M 0.18% -241 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 59,715 $1.99M 0.02% +31,247 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 59,283 $1.98M 0.01% -591 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 58,217 $1.94M <0.01% -6,317 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 57,463 $1.92M 0.09% -220 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 55,521 $1.85M 0.03% -1,787 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 52,530 $1.83M 0.39% -255 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 49,628 $1.66M 0.17% +39,301 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 46,515 $1.55M <0.01% +39,177 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 46,205 $1.54M 0.25% new 13F-HR/A Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 40,587 $1.35M 1.47% 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 40,394 $1.35M 0.3% +1,176 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 40,008 $1.33M 0.01% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 37,141 $1.24M +5,278 Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 36,369 $1.21M 0.75% +13,758 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 35,275 $1.18M 0.17% +360 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 34,644 $1.16M <0.01% +9,640 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 34,120 $1.14M <0.01% -8,343 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 32,113 $1.07M 0.02% -3,036 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 31,630 $1.06M 0.05% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 31,161 $1.04M 0.12% +2,248 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 30,310 $1.01M 0.72% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 29,388 $980K <0.01% +6,164 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 29,388 $980K 0.88% -62 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 28,280 $943K 0.03% +12,820 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 27,394 $914K 0.09% -329 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 27,248 $908K <0.01% -2,985 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 27,050 $902K 0.06% -73 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,534 $885K 0.02% -1,193 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 26,067 $869K 0.25% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 25,757 $859K 0.12% +1,139 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 25,198 $840K 0.08% 0 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 25,198 $840K 0.33% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 24,875 $829K 0.08% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 24,596 $820K 0.42% +14,234 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 24,135 $805K 0.04% +342 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 23,550 $785K 0.66% +2,935 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 21,852 $729K 0.04% new 13F-HR/A Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 20,101 $670K 0.07% -31 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 19,592 $658K 0.06% -2,736 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,630 $654K <0.01% +9,515 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 19,331 $644K 0.04% +98 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,767 $626K <0.01% +2,546 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 18,415 $614K 0.14% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 17,507 $584K 0.17% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 17,039 $568K 0.06% 0 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,560 $556K 0.01% +239 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 16,569 $553K 0.15% +2,100 13F-HR Timeline Vise Technologies, Inc. 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More: the full row for Waterloo Capital, L.P. 14,440 $481K 0.05% -1,839 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 13,709 $457K 0.28% -1,224 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,702 $423K <0.01% +896 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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