WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 29,751,625 $3.61B 0.79% -180,062 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,909,934 $839M 0.61% -39,824 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 5,599,651 $680M 1.45% +293,773 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,483,208 $666M 0.04% +51,935 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,463,502 $542M 12.49% +134,525 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/ 3,069,380 $373M 0.03% +14,917 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,006,474 $365M 0.12% +106,143 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,596,318 $315M +54,319 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,169,436 $263M 0.04% +154,995 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,866,322 $225M 7.46% -493 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,807,277 $219M 4.28% +16,820 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,207,932 $147M 2.54% -28,868 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,136,561 $138M 0.05% +7,293 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,071,101 $130M 1.04% +61,537 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 936,162 $114M 0.19% +37,346 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 852,241 $103M 11.64% +32,782 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 836,846 $102M 0.02% +164,096 13F-HR/A Timeline Group SFMG, LLC More: the full row for SFMG, LLC 811,380 $98.5M 7.39% +10,284 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 798,650 $96.9M 14.5% +54,630 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 722,922 $87.7M 0.54% +53,652 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 694,413 $84.3M 0.94% -69,236 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 693,952 $83.8M 12.01% -61,795 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 651,531 $79.1M 18.6% +19,437 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 606,911 $73.7M 0.02% -17,454 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 559,083 $67.9M 0.09% +1,466 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 558,807 $67.8M 9.11% +70 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 541,738 $65.8M 21.84% +9,438 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 510,081 $62.7M 0.1% -120,015 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 513,062 $62.3M 2.51% +4,226 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 502,401 $61M 2.26% -11,720 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 472,118 $57.3M 0.49% +29,576 13F-HR/A Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 439,959 $53.4M 4.16% +196,461 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 429,334 $52.1M 3.69% -5,042 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 427,800 $51.9M 26.4% +34,491 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 398,351 $48.4M 14.83% -3,924 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 389,200 $47.2M 0.06% +32,463 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 376,614 $45.7M 27.52% -14,930 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 360,800 $43.8M 5.8% +82,884 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 355,944 $43.2M 0.34% -743 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 350,073 $42.5M <0.01% +10,216 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 340,182 $41.3M 6.12% +28,389 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 321,942 $39.1M 1.21% +4,034 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 298,978 $36.3M 5.73% +106,163 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 294,494 $35.7M 0.09% -89,624 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 271,060 $32.9M 0.04% -18,497 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 269,640 $32.7M 0.06% +19,800 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 256,297 $31.1M 1.32% -66,050 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 254,746 $30.9M 0.74% -16,380 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 250,514 $30.4M 0.03% +229,875 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 242,264 $29.4M 0.55% +29,119 13F-HR Timeline Group Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 233,364 $28.3M 4.59% -19,789 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 228,474 $27.7M 2.98% -227 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 214,400 $26M 0.06% +1,417 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 212,708 $25.8M 1.95% -662 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 207,455 $25.1M 0.19% -16,604 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 204,396 $24.8M 0.04% -37,487 13F-HR/A Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 181,448 $22M 0.91% +4,199 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 180,523 $21.9M 12.57% +5,139 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 180,235 $21.9M +74,595 Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 179,519 $21.8M 6.25% +19,726 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 177,119 $21.5M 6.42% -301,193 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 168,093 $20.4M 0.11% +12,011 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 167,697 $20.4M 6.94% -2,978 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 166,877 $20.3M 0.14% -13 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 160,565 $19.5M 10.28% +4,478 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 154,010 $18.7M 7.53% +18,943 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 153,040 $18.6M 0.04% -5,991 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 151,425 $18.4M 0.09% -1,640 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 145,280 $17.6M 2.65% -604 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 145,164 $17.6M 0.09% +2,958 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 144,295 $17.5M 10.68% -67,835 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 143,712 $17.4M 0.68% +1,989 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 140,252 $17M 0.65% +139,367 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 137,088 $16.6M 2.52% +395 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 134,791 $16.4M 1.71% -1,095 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 134,025 $16.3M 9.84% +2,889 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 130,453 $15.8M 6.08% +10,876 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 128,549 $15.6M 0.02% -12,681 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 128,389 $15.6M 2.25% -7,684 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 122,901 $14.9M 11.01% +3,442 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 116,477 $14.1M 8.68% -2,676 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 115,855 $14.1M 0.33% +103,001 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 113,504 $13.8M 0.55% +2,216 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 107,325 $13.4M 2.64% +4,496 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 107,427 $13M 1.06% +1,380 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 105,089 $12.8M 1.11% -1,271 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 104,945 $12.7M 1.2% -1,617 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 103,768 $12.6M 0.68% +36,851 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 103,595 $12.6M 0.94% -3,664 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 96,907 $11.8M 1.79% +3,663 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 96,856 $11.8M 1.03% +1,862 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 94,655 $11.5M 1.42% -1,357 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 89,881 $10.9M 0.04% -2,848 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 86,063 $10.4M <0.01% +1,457 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 85,177 $10.3M 2.83% -604 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 85,039 $10.3M 3.34% -5,048 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 82,114 $9.97M 0.41% +67,529 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 81,851 $9.94M 0.01% -4,519 13F-HR Timeline Group Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 80,056 $9.72M 8.23% -1,502 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 78,023 $9.47M 7.28% +6,118 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 77,453 $9.4M 0.13% -84 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 77,195 $9.37M 0.01% +2,613 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 75,817 $9.2M 0.07% -4,629 13F-HR/A Timeline Group PFG Advisors More: the full row for PFG Advisors 75,040 $9.04M 0.42% +9,193 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 73,855 $8.96M 1.23% +134 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 70,998 $8.62M 1.19% +1,851 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 70,842 $8.6M 7.13% 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 68,593 $8.33M 3.04% -948 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 66,641 $8.09M 0.04% +39,493 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 65,851 $7.99M 0.04% -3,985 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 65,417 $7.94M 0.01% -133 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 64,427 $7.82M 0.02% +2,113 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 63,590 $7.72M 5.13% -350 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 61,637 $7.48M 0.02% +13,302 13F-HR/A Timeline Group Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 60,486 $7.34M 4.96% +26,222 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 60,031 $7.29M 0.06% -11,265 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 60,195 $7.27M 0.01% +9,836 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 58,662 $7.12M 1.11% +1,977 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 55,616 $6.75M 3.4% -891 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 53,463 $6.49M 5.66% -1,867 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 53,021 $6.44M 0.02% +16,065 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 52,478 $6.37M 0.76% +687 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 52,476 $6.37M 0.37% -334 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 52,384 $6.36M 0.82% +2,554 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 52,079 $6.32M 0.89% +5 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 49,637 $6.02M +5,065 Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 49,329 $5.99M 2.83% -6,753 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 47,742 $5.79M 0.24% -5,488 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 47,401 $5.75M 0.72% -915 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 47,379 $5.75M 4.87% +9,282 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 47,250 $5.74M 0.07% +2,406 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 46,755 $5.68M 0.16% +589 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 46,678 $5.67M 0.2% +2,201 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 45,622 $5.54M 0.05% -6,215 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 45,200 $5.49M 2.32% +4,490 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 42,973 $5.22M 0.01% -1,442 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 42,586 $5.17M 0.05% -994 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 41,739 $5.07M 0.05% +32,544 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 41,052 $4.99M 0.08% +3,569 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 40,762 $4.95M 1.48% +544 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 39,271 $4.77M 0.2% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 39,145 $4.75M 0.75% +9,059 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 38,560 $4.68M 0.35% +1,850 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 37,926 $4.6M 2.22% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 37,902 $4.6M 0.35% -1,472 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 35,724 $4.34M 0.14% +1,003 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 35,189 $4.27M 0.29% -369 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 33,647 $4.08M 0.82% +99 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 33,095 $4.02M 0.22% -710 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 31,445 $3.82M 0.39% -2,807 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 31,244 $3.79M 0.23% -254 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 31,008 $3.76M 0.34% +22 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 29,012 $3.52M -116 Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 27,636 $3.35M 2.78% -1,320 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 27,629 $3.35M 0.06% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 27,211 $3.3M 0.09% +24,317 13F-HR Timeline Group Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 27,046 $3.28M 0.7% -1,884 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 27,031 $3.28M 0.01% -2,070 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 26,577 $3.23M 2.28% +1,115 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 25,925 $3.15M <0.01% +1,978 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 24,991 $3.03M 1.2% -432 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 24,531 $2.98M <0.01% new 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 24,508 $2.97M 2.14% +1,077 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 24,453 $2.97M 0.13% +342 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 24,256 $2.94M 0.68% +789 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 24,170 $2.93M 0.38% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 23,160 $2.81M 0.02% -159 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,853 $2.77M 0.03% +535 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,675 $2.75M 0.71% -125 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 22,656 $2.75M 0.04% +5,338 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 22,309 $2.72M 0.06% -16,251 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 21,942 $2.66M 1.11% +61 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,668 $2.63M <0.01% +151 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 23,590 $2.6M 0.21% 0 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 21,183 $2.57M 1.85% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 21,132 $2.57M 0.24% -70 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 20,354 $2.47M <0.01% -3,001 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 19,790 $2.4M 0.24% -108 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 19,760 $2.4M 0.06% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,626 $2.38M <0.01% +9,664 13F-HR Timeline Group TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 19,265 $2.34M 0.8% -80 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,737 $2.27M 0.06% -288 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 18,520 $2.25M <0.01% -5,627 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 18,091 $2.2M 0.18% +13,304 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 18,024 $2.19M 0.25% 0 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 17,975 $2.18M 0.67% -20,776 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 17,609 $2.14M 1.67% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 17,323 $2.1M 0.87% +887 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 17,304 $2.1M 0.04% +382 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 17,085 $2.07M 0.16% -1,373 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 17,077 $2.07M 0.93% -667 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 16,665 $2.02M 0.58% +6 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,443 $2M 0.05% 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 16,426 $1.99M 0.42% -1,500 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 16,319 $1.98M 0.98% +4,843 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 16,103 $1.95M 0.01% +7,946 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 16,037 $1.95M 0.37% -1,193 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. 15,150 $1.84M 0.04% -1,432 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 15,141 $1.84M 0.13% -974 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 15,114 $1.83M 0.02% +7,582 13F-HR Timeline