WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 29,664,957 $3.42B 0.82% +1,652,391 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,088,200 $816M 0.69% -134,774 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,368,001 $618M 0.04% -164,382 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 5,346,182 $616M 1.47% +122,531 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,252,052 $490M 12.27% +20,496 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/ 3,059,704 $352M 0.03% +58,095 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,848,039 $328M 0.13% +31,942 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,495,049 $287M +73,899 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,356,574 $271M 0.05% -949,114 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,866,109 $216M 7.81% -17,152 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,696,604 $195M 4.45% +70,332 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,260,911 $145M 2.72% -15,032 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,136,846 $131M 0.05% 13F-HR/A Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,059,050 $122M 6.14% +52,431 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 957,161 $110M 6.18% +64,607 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 890,843 $103M 0.21% +14,906 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 810,750 $93.4M 7.36% +2,771 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 789,615 $90.9M 11.5% +14,162 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 761,162 $87.7M 1.02% +1,065 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 755,668 $87.1M 13.89% +3,048 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 732,358 $84.4M 15.12% -2,905 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 672,972 $77.5M 0.02% +71,146 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 648,344 $77.3M 0.49% +19,203 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 629,829 $72.5M 18.93% -20,763 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 625,088 $72M 0.02% -62,916 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 578,302 $66.6M 0.13% +7,699 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 547,169 $63M 0.09% -5,458 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 545,466 $62.8M 9.12% +18,870 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 540,328 $62.2M 2.34% +41,428 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 536,095 $61.8M 27.76% 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 479,463 $55.2M 4.95% +35,095 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 477,636 $55M 2.49% +5,696 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 450,095 $51.8M 0.52% -49,976 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 450,095 $51.8M 0.52% -49,976 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 436,574 $50.3M 3.72% -8,923 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 409,305 $47.1M 15.39% -5,070 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 485,237 $46.9M 12.88% -106,652 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 384,916 $44.3M 0.12% -15,178 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 376,205 $43.3M 29.06% +266 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 375,513 $43.3M 30.15% +6,060 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 368,373 $42.4M 0.38% -313 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 365,905 $42.1M 0.06% +4,133 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 364,141 $41.9M 7.55% -3,354 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 334,628 $38.5M <0.01% +14,464 13F-HR Timeline Group Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 333,126 $38.4M 14.27% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 301,809 $34.8M 5.29% +27,373 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 294,749 $33.9M 0.06% -3,237 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 290,255 $33.4M 1.45% -8,883 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 270,170 $31.1M 5.49% +5,484 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 250,486 $28.9M 0.71% -2,909 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 234,592 $28.1M 3.2% -6,299 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 240,081 $27.7M 0.33% +125,267 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 218,658 $25.2M 0.05% +8,801 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 215,095 $24.8M 2.08% -2,617 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 213,145 $24.6M 0.55% +1,738 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 210,501 $24.2M 0.07% -6,818 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 193,810 $22.3M 14.83% -773 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 193,605 $22.3M 0.05% +15,529 13F-HR/A Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 178,890 $20.6M 6.94% -17,065 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 176,441 $20.3M 4.03% +4,461 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 173,272 $20M 12.03% -4,942 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 163,312 $18.8M 0.14% +7,075 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 162,702 $18.7M 0.61% +15,635 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 154,847 $18.5M 0.1% -3,857 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 160,524 $18.5M 1.35% -18,770 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 159,793 $18.4M 5.76% +7,210 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 156,017 $18M 0.83% +1,041 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 155,276 $17.9M 11.39% +2,071 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 154,653 $17.8M 0.1% +17,943 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 149,551 $17.2M 2.75% -4,715 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 145,940 $16.8M 0.16% +4,804 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 145,419 $16.7M 0.03% -7,410 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 140,194 $16.1M 0.1% -13,930 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 137,306 $15.8M 1.76% -1,116 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 134,522 $15.5M 0.04% -4,599 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 132,043 $15.2M 2.43% +1,587 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 128,492 $14.8M 10.38% 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 127,359 $14.7M 6.02% -40,148 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 126,674 $14.6M 1.1% -5,221 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 123,697 $14.2M 10.76% +2,062 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 122,013 $14.1M 6% -5,301 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 121,766 $14M 8.63% -2,920 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 112,520 $13M 0.59% -9,021 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 110,392 $12.7M 1.2% +3,203 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 107,955 $12.4M 1.14% +1,689 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 101,241 $11.7M 0.98% +2,733 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 99,194 $11.4M 2.87% -14,399 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 96,585 $11.1M 1.4% -96 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 96,405 $11.1M 0.11% -15,202 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 93,381 $10.8M 1% +3,041 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 92,972 $10.7M 0.04% +3,403 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 86,774 $9.99M 0.08% +43,794 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 85,054 $9.8M 2.88% -2,592 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 82,921 $9.55M 0.01% -875 13F-HR Timeline Group Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 82,175 $9.46M 0.39% -1,372 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 85,583 $9.27M 1.5% +5,467 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 77,452 $8.92M 0.13% -107 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 77,038 $8.87M <0.01% +8,807 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 76,967 $8.87M 1.27% 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 76,763 $8.84M 3.4% -2,765 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 75,001 $8.64M 0.01% -1,144 13F-HR Timeline Group Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 74,300 $8.56M 7.1% +5,647 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 71,873 $8.28M 3.13% +2,314 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 70,402 $8.11M 1.28% +4,991 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 69,621 $8.02M 0.08% -226 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 68,787 $7.92M 0.47% -11,105 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 66,888 $7.7M 5.58% -25,274 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 64,320 $7.41M 5.28% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 62,517 $7.2M 0.44% +2,220 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 62,296 $7.17M 0.02% -17,068 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 58,153 $6.7M 3.65% -664 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 57,098 $6.58M 0.01% +4,644 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 55,577 $6.4M 1.12% -2,973 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 55,183 $6.36M 0.07% +173 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 54,214 $6.24M 0.38% +408 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 53,653 $6.18M 0.98% -2,467 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 53,386 $6.15M 0.28% +614 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 51,074 $5.88M 2.27% -4,307 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 48,532 $5.59M 0.01% +2,954 13F-HR Timeline Group CPC Advisors, LLC More: the full row for CPC Advisors, LLC 48,319 $5.57M 0.76% +707 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 48,257 $5.56M 1.35% -4,091 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 47,277 $5.45M 0.8% +1,275 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 47,128 $5.43M 0.75% +920 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 46,783 $5.39M 0.18% -105 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 46,328 $5.34M +568 Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 45,000 $5.18M 0.07% +2,961 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 44,244 $5.09M 0.01% +5,943 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 43,645 $5.03M 2.62% 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 43,096 $4.98M 0.03% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 42,738 $4.92M 0.06% -2,631 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 42,286 $4.87M 1.52% -265 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 40,087 $4.62M 0.41% -1,995 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 37,791 $4.35M 4.33% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 36,712 $4.23M 0.38% +22 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,368 $4.19M <0.01% -12,823 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 36,271 $4.18M 0.16% +1,606 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 35,600 $4.1M 0.46% -13,664 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 35,300 $4.07M 0.3% +128 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 35,070 $4.04M 0.23% -286 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 34,640 $3.99M 0.22% -1,379 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 34,338 $3.96M 0.85% -55 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 32,086 $3.7M 0.15% +2,505 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 31,664 $3.65M 1.77% +2,258 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,434 $3.62M 0.01% -50,537 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 31,257 $3.6M <0.01% +18,755 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 31,234 $3.6M 3.42% 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 31,126 $3.59M 0.35% -178 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 30,995 $3.57M 0.64% +725 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 30,639 $3.53M 0.03% +3,185 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 30,066 $3.46M 3.13% 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 29,205 $3.36M +1,026 Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 29,042 $3.35M 0.68% +1,109 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 28,574 $3.29M 0.18% -9 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 27,750 $3.2M 0.04% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27,662 $3.19M 0.09% +95 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,580 $3.18M 0.02% +2,698 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 26,779 $3.08M 0.01% +2,414 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 26,007 $3.04M 0.09% -1,120 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 25,992 $2.99M <0.01% +10,054 13F-HR Timeline Group 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 25,954 $2.99M <0.01% -1,990 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 25,646 $2.95M 0.35% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 25,017 $2.88M 1.95% +701 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 24,778 $2.85M <0.01% +17,417 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 24,774 $2.85M 0.13% -177 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 24,225 $2.79M 0.02% +4,150 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 23,582 $2.72M 2.42% -404 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 23,581 $2.72M 1.1% +793 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 23,266 $2.68M 0.63% -778 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 23,050 $2.65M 0.72% -45 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 22,619 $2.61M <0.01% +11,253 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,375 $2.58M 0.01% +2,186 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 22,292 $2.57M <0.01% -34 13F-HR Timeline Group Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 22,243 $2.56M 1.12% +538 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,241 $2.56M 0.05% +5,252 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 21,950 $2.53M 0.2% -475 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 21,562 $2.48M 0.26% -2,562 13F-HR/A Timeline Everest Private Wealth More: the full row for Everest Private Wealth 21,183 $2.44M 2.15% 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 21,023 $2.42M +3,531 Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 19,761 $2.28M 0.83% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 19,760 $2.28M 0.06% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 19,699 $2.27M 0.25% -355 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 19,463 $2.24M 0.19% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 18,244 $2.1M 0.17% +1 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 18,205 $2.1M 0.01% -16,702 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 17,632 $2.08M 0.45% -263 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 17,937 $2.07M 0.05% +2,843 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 17,926 $2.06M 0.45% -923 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 17,609 $2.03M 1.54% 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 17,414 $2.01M 0.2% -722 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 17,417 $2.01M 0.15% -2,321 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 16,655 $1.92M 0.62% +7 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 16,573 $1.91M 0.77% -291 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 16,500 $1.9M <0.01% +9,500 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,184 $1.86M 0.05% +2,706 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 16,146 $1.86M 1.66% -1,156 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,998 $1.84M 0.07% -918 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 15,627 $1.8M -66 Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 15,125 $1.74M 0.89% +11,914 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 14,380 $1.66M 1.53% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 14,197 $1.64M 0.15% -329 13F-HR Timeline