WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 27,444,512 $3.89B 0.68% -649,408 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,988,089 $992M 0.53% -97,709 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 5,711,643 $810M 1.37% -57,433 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,039,761 $715M 0.04% -533,680 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,422,762 $486M +561,055 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,220,388 $457M 0.1% -37,079 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,928,946 $416M 7.48% -174,973 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,730,596 $387M 0.02% -82,432 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,998,523 $282M 7.46% +23,106 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,878,543 $267M 3.52% -110,159 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,659,535 $235M 0.02% -112,254 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,305,326 $185M 1.04% +56,976 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,164,476 $165M 0.04% -17,143 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 1,151,589 $163M 2.26% -3,111 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,025,009 $145M 0.13% +12,501 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 870,472 $124M 7.53% +18,463 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 827,017 $117M 12.55% +38,544 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 789,342 $112M 10.62% -58,108 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 658,842 $93.5M 17.17% +12,473 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 649,813 $92.2M 0.78% +10,450 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 644,108 $91.4M 0.02% -71,123 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 621,939 $88.2M 8.06% +23,942 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 595,880 $84.5M +9,836 Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 544,027 $77.2M 18.19% -4,201 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 446,025 $63.3M 2.27% -13,060 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 424,857 $60.3M 0.06% +9,522 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 421,782 $59.8M 3.67% +1,375 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 417,254 $59.2M 0.45% -11,768 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 412,095 $58.1M <0.01% +20,053 13F-HR Timeline Group DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 374,592 $53.2M 12.07% -1,647 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 362,397 $51.4M 5.92% +1,862 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 361,888 $51.3M 5.93% -9,573 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 359,896 $51.1M 1.45% +35,110 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 355,063 $50.4M 0.61% +76,432 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 355,036 $50.4M 0.79% -14,295 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 345,275 $49M 0.06% -73,194 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 341,101 $48.4M 0.07% -2,883 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 339,087 $48.1M 0.25% -5,167 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 323,965 $46M 0.73% +43,909 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 321,376 $45.6M 4.51% -4,085 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 278,485 $39.5M 0.01% +7,997 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 273,806 $38.9M 0.08% -14,191 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 269,897 $38.8M 0.07% -3,254 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 271,998 $38.6M 1.1% -291,099 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 243,260 $36.2M 1.89% -41,190 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 234,058 $33.2M 0.05% +6,491 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 226,679 $32.2M 0.04% +7,291 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 213,217 $30.3M 2.51% -1,734 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 203,981 $28.9M 1.61% -151 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 200,039 $28.5M 0.12% -201 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 198,590 $28.2M 3.69% -7,464 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 198,088 $28.1M 0.11% +16,765 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 197,268 $28M 0.13% -10,917 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 192,221 $27.3M 7.26% +29,900 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 185,552 $26.3M 12.28% -379 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 183,381 $26M 10.58% +9,918 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 182,380 $25.9M 0.82% +1,009 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 179,772 $25.5M 18.82% -2,391 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 173,502 $24.6M 5.89% -45,734 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 168,559 $23.9M -3,755 Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 159,455 $22.6M 2.74% +9,924 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 147,874 $21M 1.86% +3,800 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 145,366 $20.6M 0.52% -12,429 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 141,960 $20.1M 5.85% +2,393 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 141,518 $20.1M 0.63% +2,811 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 138,880 $19.7M 8.61% +1,209 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 138,245 $19.6M 1.59% +7,070 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 138,195 $19.6M 0.02% +69 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 136,356 $19.3M 0.03% +45,040 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 134,659 $19.1M 0.56% +6,710 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 133,601 $19M 0.08% -3,322 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 129,721 $18.4M 2.34% +1,910 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 117,869 $16.7M 10.25% -1,955 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 117,621 $16.7M 4.59% -69,591 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 114,956 $16.3M 0.3% -1,179 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 113,690 $16.1M <0.01% +8,930 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 113,602 $16.1M 6.72% +110,111 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 111,252 $15.8M 2.2% -2,204 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 107,216 $15.2M 0.02% -24,207 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 106,570 $15.1M 1.07% -282 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 104,365 $14.8M 1.08% +1,702 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 97,244 $13.8M 1.45% -1,808 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 96,746 $13.7M 4.03% +2,062 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 94,714 $13.4M 1.36% +1,308 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 93,239 $13.2M 0.58% -4,466 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 87,794 $12.5M 0.8% -1,593 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 85,173 $12.1M 0.01% +1,109 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 82,281 $11.7M 0.61% +640 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 83,754 $11.7M <0.01% +5,069 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 81,610 $11.6M -1,366 Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 80,647 $11.4M 3.72% -25,749 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 79,874 $11.3M 0.03% -3,626 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 79,652 $11.3M 7.53% -2,476 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 78,394 $11.1M 0.01% -2,389 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 77,927 $11.1M 5.05% -15,296 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 77,783 $11M 0.89% -25,277 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 74,524 $10.6M 3.33% +2,095 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 71,637 $10.2M 0.03% -352 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 71,424 $10.1M 0.13% +58,180 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 69,450 $9.85M 0.11% -5,866 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 67,547 $9.58M 0.31% +6,272 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 66,135 $9.38M 0.01% +6,545 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 64,180 $9.11M 0.89% -4,406 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 64,151 $9.1M 1.08% -12,611 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 63,361 $8.99M 0.01% -2,496 13F-HR Timeline Group Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 62,110 $8.81M 5.45% -24,114 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 61,742 $8.76M 0.02% -664 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 61,119 $8.67M 0.1% +48,488 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 58,471 $8.3M 4.34% -1,529 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 54,680 $7.76M 4.16% -1,203 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 54,569 $7.74M 0.02% +8,961 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 53,882 $7.65M 2.42% +1,974 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 53,464 $7.59M 1.02% -2,219 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 53,189 $7.55M -4,443 Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 52,457 $7.44M 3.01% -426 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 52,061 $7.39M 0.05% +50,234 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 50,971 $7.23M 0.35% -457 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 50,217 $7.13M 0.07% +910 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 49,584 $7.04M 0.66% -1,014 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 49,219 $6.98M 0.27% +13,975 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 48,909 $6.94M 0.63% -1,779 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 45,921 $6.52M 0.14% -2,186 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 45,718 $6.49M 0.12% -50 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 45,120 $6.4M 0.04% -3,322 13F-HR/A Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 44,303 $6.29M 2.61% -1,003 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 44,158 $6.27M 1.54% +291 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 42,372 $6.01M 1.3% -5,318 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 42,081 $5.97M 1.85% -396 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 41,809 $5.93M 0.02% +488 13F-HR Timeline Group Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 41,470 $5.88M 1.2% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 41,305 $5.86M 0.03% -120,347 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 40,950 $5.81M 0.03% -7,747 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 39,558 $5.61M 0.03% +4,312 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 39,141 $5.55M 0.3% -64 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 37,035 $5.25M 0.11% +200 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 36,869 $5.23M 0.08% -1,819 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 36,030 $5.11M 0.03% -12,089 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 36,021 $5.11M 0.24% -452 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 35,145 $4.99M 0.06% +1,915 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 34,819 $4.94M 0.58% -1,636 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 34,349 $4.87M 0.26% -1,013 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 33,947 $4.82M 0.49% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 33,647 $4.77M 0.06% -1,016 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 32,204 $4.57M 2.63% +884 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 32,160 $4.56M 0.33% +3,465 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 32,103 $4.56M 0.21% -3,018 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 31,272 $4.44M -996 Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 30,756 $4.36M 0.01% -2,782 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 30,154 $4.28M 0.65% +1,621 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 29,860 $4.24M 0.04% +2,851 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 29,671 $4.21M 1.05% +1,608 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 29,584 $4.2M 0.69% -1,357 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 28,608 $4.06M 2.16% +800 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,223 $4M 0.01% -430 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 26,842 $3.81M 0.33% -328 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 26,815 $3.8M 2.67% -776 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 26,727 $3.79M 0.19% -14,889 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 25,086 $3.56M 0.07% new 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 24,717 $3.51M <0.01% -4,671 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 24,104 $3.42M 0.01% +490 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 23,761 $3.37M 0.02% +5,367 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,710 $3.36M 0.03% +2,607 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 23,706 $3.36M 0.04% -332 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 22,997 $3.26M 0.53% +143 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,580 $3.2M 0.62% -85 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 22,467 $3.19M 0.9% -6,732 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 22,358 $3.17M 0.18% -750 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,219 $3.15M 0.02% -1,510 13F-HR/A Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 22,166 $3.15M 2.35% -120 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 22,115 $3.14M 0.88% -29 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 21,764 $3.09M 1.79% -17,035 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 21,566 $3.06M 0.06% -300 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 21,266 $3.02M 1.04% -2,467 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 21,247 $3.01M 0.01% +3,759 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 20,865 $2.96M <0.01% -92 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,806 $2.95M 0.08% -2,661 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 20,599 $2.92M 0.37% -5,607 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 20,548 $2.92M 0.04% +5,111 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 20,500 $2.91M 0.39% +16,550 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 20,422 $2.9M 1.08% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 20,327 $2.88M <0.01% +2,988 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 20,148 $2.86M 0.69% -1,104 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 20,131 $2.86M 0.19% +835 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 19,835 $2.81M 0.05% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 19,528 $2.77M 0.17% -152 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 19,252 $2.73M 0.29% +539 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 18,952 $2.68M +5,646 Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 17,949 $2.55M 0.72% -1 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 17,896 $2.54M +566 Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 17,895 $2.54M 0.92% +295 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 17,848 $2.53M 0.24% -168 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 17,719 $2.51M <0.01% +444 13F-HR Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 17,590 $2.5M 0.85% +1,667 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 17,575 $2.49M 0.02% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 17,263 $2.45M 0.23% -814 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,858 $2.39M 0.04% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 16,856 $2.39M 0.12% +1,260 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 16,674 $2.37M 0.81% -404 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 16,641 $2.36M 0.55% -31 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 16,614 $2.36M 1.37% -1,203 13F-HR Timeline