WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 21,122,125 $838M 0.18% +496,697 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,138,152 $243M 0.08% +15,506 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/ 4,516,794 $179M 0.01% +1,050,477 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 4,494,944 $178M 5.89% -55,844 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,753,459 $149M +79,440 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,326,554 $132M 0.01% +138,623 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 3,191,444 $127M 0.27% -1,590,406 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,774,891 $110M 0.88% -348,852 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,923,066 $76.3M 0.01% +163,579 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,697,165 $67.3M 0.09% +14,710 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,313,393 $52.1M 0.09% +83,750 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,288,458 $51.1M 5.75% +4,442 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,268,124 $50.3M 0.11% +16,267 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,088,092 $43.2M 0.81% -69,474 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,036,921 $41.1M 1.52% +57,673 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,027,678 $40.7M 5.83% +68,754 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,010,547 $40.1M 0.45% +64,027 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 994,314 $39.4M 0.01% +6,775 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 982,624 $39M 0.05% -35,185 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 962,651 $38.2M 0.01% -34,188 13F-HR/A Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 959,806 $38.1M 5.56% +30,894 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 957,305 $38M 6.15% -2,938 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 949,667 $37.7M 2.03% +67,625 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 927,984 $36.8M 5.5% -72,180 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 856,839 $34M 0.01% +11,152 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 780,476 $31M 1.25% +1,457 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 736,998 $29.2M 0.01% -73,939 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 713,074 $28.3M 0.02% -12,377 13F-HR Timeline Group GFG Capital, LLC More: the full row for GFG Capital, LLC 705,257 $28M 8.36% -96,114 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 681,505 $27M 3.41% -56,680 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 666,978 $26.5M 0.04% -498,886 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 662,654 $26.3M 16.4% -1,324 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 648,111 $25.7M 18.52% +162,529 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 634,663 $25.2M 2.58% -7,035 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 627,069 $24.9M 3.29% +47,214 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 586,753 $23.3M 0.14% +151,105 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 554,790 $22M 7.11% +5,667 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 516,626 $20.5M 0.02% +5,264 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 508,812 $20.2M 1.91% -8,982 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 489,704 $19.4M 3.07% +98,646 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 474,174 $18.8M 0.76% -14,128 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 471,733 $18.4M 8.85% -31,199 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 454,486 $18M 10.9% +6,831 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 434,855 $17.2M 1.22% +797 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 409,575 $16.2M 9.91% +13,478 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 377,804 $15M 2.06% +19,933 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 377,170 $15M 2.95% +12,644 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 375,538 $14.9M 3.72% -7,502 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 330,385 $13.1M 0.02% +104,775 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 310,876 $12.3M 0.04% -8,165 13F-HR Timeline Group Mengis Capital Management, Inc. 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More: the full row for Baird Financial Group, Inc. 167,146 $6.63M 0.01% -1,865 13F-HR Timeline Group Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 161,207 $6.39M 0.63% new 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 143,385 $5.69M 1.15% +2,739 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 141,903 $5.63M 0.88% +1,599 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 136,263 $5.4M 0.02% +19,481 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 134,265 $5.32M 1% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 123,189 $4.89M 0.02% +28,916 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 122,587 $4.86M 0.47% +14,232 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 119,325 $4.73M 0.13% +6,835 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 115,397 $4.58M 0.18% -10,380 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 109,036 $4.32M 0.38% +47 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 108,298 $4.3M <0.01% +43,009 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 108,109 $4.29M 0.04% +5,787 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 107,802 $4.28M 0.04% -88,259 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 103,897 $4.12M 0.54% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 103,215 $4.09M 0.02% -513 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 101,147 $4.01M 0.3% -2,672 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 96,799 $3.84M 0.01% -6,515 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 92,462 $3.67M 0.14% +217 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 87,096 $3.45M 0.15% -1,420 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 85,235 $3.38M 0.3% +6,564 13F-HR/A Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 83,734 $3.32M 1.38% -3,788 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 78,874 $3.13M 1.24% -900 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 76,156 $3.02M 2.88% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 74,884 $2.97M 0.02% -3,286 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 74,651 $2.96M 0.65% +1,973 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 71,126 $2.82M 1.4% +18,943 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 70,895 $2.81M 0.72% -31,241 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 67,554 $2.67M 0.02% -4,091 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 66,681 $2.64M 0.24% -3,570 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 66,278 $2.63M 0.08% -22,634 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 64,908 $2.57M 0.04% -82 13F-HR Timeline Group COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 62,327 $2.47M 0.14% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 59,831 $2.37M 0.29% +203 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 59,797 $2.37M <0.01% +35,262 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 55,319 $2.19M <0.01% -1,937 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 55,188 $2.19M 0.09% -2,341 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 54,336 $2.15M 0.17% -2,730 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 52,401 $2.08M 0.01% -8,961 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 49,892 $1.98M 0.04% -64,039 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 49,861 $1.98M 0.2% +15,116 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 46,419 $1.84M 0.35% -5,433 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 46,067 $1.83M 0.52% +23,235 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 42,953 $1.7M 0.22% +17,056 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 42,905 $1.7M 0.06% +15,704 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 39,846 $1.58M 0.22% +22,946 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 39,899 $1.58M 0.14% -2,975 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 38,156 $1.51M <0.01% -4 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 35,913 $1.42M +1,346 Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 33,905 $1.35M 3.17% -50,664 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 33,889 $1.34M 0.19% -3,518 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 32,862 $1.3M 0.02% +1,765 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 32,668 $1.3M 0.15% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 31,620 $1.25M 0.06% +175 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 30,567 $1.21M 0.81% -523 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 30,371 $1.2M 0.11% +5,496 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 30,347 $1.2M 0.25% -9,867 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 30,171 $1.2M 0.02% -438 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 29,744 $1.18M 0.41% +7,500 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 29,566 $1.17M 0.11% +292 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 28,278 $1.12M 0.03% -97,798 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 27,849 $1.1M 0.1% +263 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 27,777 $1.1M 0.07% +955 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,851 $1.06M <0.01% -2,026 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 26,083 $1.03M 0.09% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,484 $1.03M 0.02% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 25,345 $1.01M 0.27% -722 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 25,198 $999K 0.38% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 24,164 $958K 0.02% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 23,743 $942K 0.04% -504,511 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 23,386 $927K 0.42% -834 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 23,241 $922K 0.06% -1,049 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 22,623 $897K 0.02% +7,034 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 21,307 $845K 0.45% -1,031 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,538 $815K <0.01% -597 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 20,276 $804K 0.05% +272 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 20,113 $798K 0.05% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 20,038 $795K 0.08% -31 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,158 $760K <0.01% +3,214 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 18,415 $730K 0.09% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 18,354 $728K 0.02% +4,170 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 17,705 $702K 0.09% +2,099 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 17,264 $685K 0.59% -2,688 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 16,292 $646K 0.03% +8,501 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 16,138 $640K 0.02% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 16,130 $640K 0.09% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 15,874 $630K <0.01% -338,855 13F-HR/A Timeline Group CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 15,712 $623K 0.28% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 15,714 $623K 0.41% -164 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 15,299 $607K 0.08% +4,245 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 15,234 $604K 0.05% -57 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 14,455 $573K 0.34% +2,340 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,379 $570K <0.01% -313 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 14,192 $563K 0.06% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,039 $557K <0.01% -383,573 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,807 $548K <0.01% -146 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 13,709 $544K 0.33% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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More: the full row for Waterloo Capital, L.P. 12,954 $514K 0.04% +306 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,851 $470K <0.01% +1,903 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,941 $434K <0.01% +2,251 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10,928 $433K 0.04% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,916 $433K <0.01% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,779 $427K 0.04% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,705 $425K <0.01% -30,325 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 10,083 $400K 0.39% -2,439 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,418 $374K 0.03% +391 13F-HR/A Timeline Ausdal Financial Partners, Inc. 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More: the full row for CASCADE INVESTMENT GROUP, INC. 7,916 $314K 0.22% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 7,904 $313K 0.06% -12,075 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,896 $313K 0.01% -7,058 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 7,782 $309K 0.06% new 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 7,600 $301K 0.06% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,513 $298K <0.01% +3,337 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,366 $292K 0.03% -2,050 13F-HR Timeline LANARK FINANCIAL, INC. 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