WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 29,931,687 $3.29B 0.79% +266,730 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,949,758 $765M 0.63% -138,442 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,431,273 $598M 0.04% +63,272 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 5,305,878 $584M 1.39% -40,304 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,328,977 $477M 12.54% +76,925 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/ 3,054,463 $336M 0.03% -5,241 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,900,331 $319M 0.12% +52,292 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,541,999 $280M +46,950 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,014,441 $222M 0.04% -342,133 13F-HR/A Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,866,815 $204M 7.38% +706 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,790,457 $197M 4.39% +93,853 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,236,800 $136M 2.65% -24,111 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,129,268 $124M 0.05% -7,578 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,009,564 $111M 0.93% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 898,816 $98.9M 0.19% +7,973 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 819,459 $90.2M 11.52% +29,844 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 801,096 $88.2M 6.96% -9,654 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 763,649 $84.1M 1% +2,487 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 755,747 $83.2M 12.51% +79 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 744,020 $81.9M 13.66% +11,662 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 672,750 $74.1M 0.02% -222 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 669,270 $73.7M 0.52% +20,926 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 632,094 $69.6M 17.98% +2,265 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 630,096 $69.4M 0.13% +51,794 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 624,365 $68.7M 0.02% -723 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 558,737 $61.5M 8.99% +13,271 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 557,617 $61.4M 0.09% +10,448 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 532,300 $58.6M 27.48% -3,795 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 514,121 $56.6M 2.3% -26,207 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 508,836 $56M 2.49% +31,200 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 442,542 $48.7M 0.48% -7,553 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 442,542 $48.7M 0.48% -7,553 13F-HR/A Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 434,376 $47.8M 3.7% -2,198 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 402,275 $44.3M 15.2% -7,030 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 478,312 $43.9M 13.45% -6,925 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 393,309 $43.3M 28.43% +17,104 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 391,544 $43.1M 29.07% +16,031 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 384,118 $42.3M 0.12% -798 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 356,737 $39.3M 0.05% -9,168 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 356,687 $39.3M 0.35% -11,686 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 352,450 $38.8M 13.99% +19,324 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 339,857 $37.4M <0.01% +5,229 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 322,347 $35.5M 1.66% -736,703 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 317,908 $35M 1.15% +27,653 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 311,793 $34.3M 5.3% +9,984 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 289,557 $31.9M 0.05% -5,192 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 277,916 $30.6M 4.76% +7,746 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 271,126 $29.8M 0.82% +20,640 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 253,153 $27.9M 5.06% -110,988 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 249,840 $27.5M 0.05% +31,182 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 243,498 $26.8M 3.85% -235,965 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 241,883 $26.6M 0.06% +48,278 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 228,701 $25.2M 2.94% -5,891 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% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 224,059 $24.3M 0.26% -16,022 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 213,370 $23.5M 1.95% -1,725 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 212,983 $23.4M 0.06% +2,482 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 212,130 $23.4M 15.57% +18,320 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 192,815 $21.2M 4.07% +16,374 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 177,249 $19.5M 0.91% +21,232 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 175,384 $19.3M 11.95% +2,112 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 170,675 $18.8M 6.74% -8,215 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 159,793 $18.4M 5.76% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 166,890 $18.4M 0.14% +3,578 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 159,031 $17.5M 0.04% +24,509 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 156,087 $17.2M 10.74% +811 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 156,082 $17.2M 0.1% +1,429 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 155,581 $17.1M 1.27% -4,943 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 153,065 $16.5M 0.09% -1,782 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 145,884 $16.1M 2.53% -3,667 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 142,206 $15.7M 0.09% +2,012 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 141,723 $15.6M 0.63% -20,979 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 141,230 $15.5M 0.03% -4,189 13F-HR Timeline Group Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 136,693 $15M 2.47% +4,650 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 135,067 $14.9M 7.28% +13,054 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 135,886 $14.9M 1.94% -1,420 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 131,136 $14.4M 10.05% +2,644 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 136,073 $14.1M 2.33% 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 119,577 $13.2M 5.48% -7,782 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 119,459 $13.2M 10.45% -4,238 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 119,153 $13.1M 8.34% -2,613 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 111,288 $12.3M 0.54% -1,232 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 107,259 $11.8M 0.96% -19,415 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 106,562 $11.7M 1.16% -3,830 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 106,360 $11.7M 1.09% -1,595 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 106,047 $11.7M 1.02% +4,806 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 105,640 $11.6M +84,617 Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 102,829 $10.7M 2.75% +3,635 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 96,012 $10.6M 1.39% -573 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 94,994 $10.5M 1.05% +1,613 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 93,244 $10.3M 1.7% +7,661 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 92,729 $10.2M 0.04% -243 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 90,087 $9.92M 3.5% +13,324 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 86,370 $9.51M 0.02% +3,449 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 85,781 $9.44M 2.85% +727 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 84,606 $9.31M <0.01% +7,568 13F-HR Timeline Group Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 81,558 $8.98M 8.26% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 80,446 $8.86M 0.07% -6,328 13F-HR/A Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 77,537 $8.54M 0.13% +85 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 74,582 $8.21M 0.01% -419 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 73,721 $8.12M 1.17% -3,246 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 71,905 $7.92M 6.52% -2,395 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 71,296 $7.85M 0.08% -25,109 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 69,836 $7.69M 0.05% +215 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 69,541 $7.66M 2.96% -2,332 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 69,147 $7.61M 1.22% -1,255 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 66,917 $7.37M 0.43% -1,870 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 65,847 $7.25M 0.41% +3,330 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 65,550 $7.22M 0.01% +8,452 13F-HR Timeline Group Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 63,940 $7.04M 5.18% -380 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 62,314 $6.86M 0.02% +18 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 56,685 $6.24M 1.05% +1,108 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 56,507 $6.22M 3.31% -1,646 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 56,082 $6.17M 3.35% +24,848 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 55,330 $6.09M 5.04% -11,558 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 53,230 $5.86M 0.26% -156 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 52,810 $5.81M 0.37% -1,404 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 52,074 $5.73M 0.88% -1,579 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 51,837 $5.71M 0.05% -94,103 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 51,791 $5.7M 0.8% +4,514 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 50,359 $5.51M <0.01% +19,102 13F-HR/A Timeline Group Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 49,830 $5.49M 0.73% +2,702 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 48,335 $5.32M 0.01% -197 13F-HR Timeline Group CPC Advisors, LLC More: the full row for CPC Advisors, LLC 48,316 $5.32M 0.73% -3 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 46,166 $5.08M 0.17% -617 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 44,844 $4.94M 0.07% -156 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 44,572 $4.91M -1,756 Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 44,477 $4.9M 0.19% +8,206 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 44,415 $4.89M 0.01% +171 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 43,580 $4.8M 0.06% +842 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 40,710 $4.48M 2.17% -2,935 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 40,218 $4.43M 1.41% -2,068 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 39,374 $4.33M 0.37% -713 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 38,751 $4.27M 1.77% -12,323 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 38,560 $4.24M 0.05% -16,623 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 38,097 $4.19M 4.19% +306 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 37,483 $4.12M 0.07% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 36,956 $4.07M 0.01% +14,581 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 36,710 $4.04M 0.34% -2 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 35,558 $3.91M 0.3% +258 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 34,721 $3.82M 0.16% +2,635 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 34,264 $3.77M 2.79% +2,600 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 34,252 $3.77M 0.42% -1,348 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 33,805 $3.72M 0.23% -835 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 33,548 $3.69M 0.81% -790 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 32,945 $3.63M 0.25% -2,125 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 31,498 $3.47M 0.19% +2,924 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 30,986 $3.41M 0.33% -140 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 30,086 $3.31M 0.59% -909 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 29,128 $3.21M -77 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 29,101 $3.2M 0.01% +2,322 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 28,956 $3.19M 2.94% -1,110 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 28,930 $3.18M 0.66% -112 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,148 $2.99M 0.02% -432 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 25,462 $2.8M 1.88% +445 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 25,423 $2.8M 1.15% +1,842 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 24,147 $2.66M <0.01% -1,845 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 24,111 $2.65M 0.13% -663 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 23,947 $2.64M <0.01% -2,007 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 23,590 $2.6M 0.21% +1,640 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 23,467 $2.58M 0.64% +201 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 23,431 $2.58M 2.14% -151 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 23,355 $2.57M <0.01% +9,931 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 23,319 $2.57M 0.02% -906 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,800 $2.51M 0.71% -250 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,318 $2.46M 0.04% +77 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 21,881 $2.41M 1.1% -362 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,517 $2.37M <0.01% -775 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 21,202 $2.33M 0.24% -360 13F-HR/A Timeline Everest Private Wealth More: the full row for Everest Private Wealth 21,183 $2.33M 2.13% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 20,678 $2.28M 0.45% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 20,639 $2.27M <0.01% -1,980 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 19,898 $2.19M 0.24% +199 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 19,760 $2.18M 0.06% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 19,345 $2.13M 0.82% -416 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19,025 $2.09M 0.06% -8,637 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 18,458 $2.03M 0.17% +214 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 18,024 $1.98M 0.24% -7,622 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 17,926 $1.97M 0.43% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 17,744 $1.95M 0.99% +2,619 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 17,609 $1.94M 1.5% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 17,318 $1.91M 0.03% +4,019 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,922 $1.86M 0.06% +924 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 16,722 $1.84M 0.06% +3,162 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 16,659 $1.83M 0.6% +4 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 17,230 $1.83M 0.41% -402 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. 16,582 $1.83M 0.04% -1,355 13F-HR Timeline Group Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 16,436 $1.81M 0.75% -137 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 16,115 $1.77M 0.13% -1,302 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 14,585 $1.61M 0.07% +2,188 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 14,471 $1.59M -1,156 Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 14,417 $1.59M 1% -1,729 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 14,320 $1.58M 0.16% +1,256 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14,144 $1.56M <0.01% +2,969 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 14,055 $1.55M 0.14% -142 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 13,880 $1.53M 1.43% -500 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 13,693 $1.51M 0.03% -276 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,671 $1.5M 0.02% -186 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 12,958 $1.49M 0.12% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,470 $1.48M 0.05% -698 13F-HR Timeline