WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 28,018,723 $3.71B 0.72% +172,810 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,077,759 $937M 0.59% +277,601 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 6,005,716 $795M 1.51% +157,867 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,577,959 $738M 0.04% -277,454 13F-HR/A Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,324,452 $705M 14.19% +899,397 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,163,844 $419M 0.11% +95,530 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,975,406 $394M 0.03% -17,946 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,579,608 $341M -47,932 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,508,965 $332M 0.05% +72,781 13F-HR/A Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,873,038 $248M 4.09% +25,635 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,741,344 $231M 6.87% +20,554 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,211,257 $160M 1.04% +63,220 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,160,528 $154M 2.37% -10,760 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,150,886 $152M 0.05% +10,549 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,002,434 $133M 0.15% +18,563 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 830,563 $110M 11.34% -30,588 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 829,135 $110M 7.36% +11,475 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 810,913 $107M 14.31% -49 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 675,305 $89.4M 10.18% +15,949 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 667,692 $88.4M 0.02% -33,615 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 652,451 $86.3M 10.89% -25,474 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 650,625 $86.1M 0.84% -26,207 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 642,062 $85M 18.25% -5,230 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 578,881 $76.6M -5,002 Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 540,576 $71.6M 19.04% -4,226 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 532,053 $70.4M 2.43% +8,351 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 500,324 $67.2M 0.09% -4,113 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 472,644 $62.6M 24.14% +36,749 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 467,341 $61.9M 2.33% -17,681 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 459,182 $60.8M 4.41% +216,826 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 434,751 $57.5M 0.42% -12,313 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 434,589 $57.5M 0.08% -31,835 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 423,087 $56M 3.69% -6,371 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 413,513 $54.7M 0.06% +7,539 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 378,951 $50.2M 13.2% -1,055 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 362,065 $47.9M <0.01% +26,594 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 356,362 $47.2M 6.31% +18,254 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 347,021 $45.9M 0.25% -6,909 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 344,376 $45.6M 0.07% +53,630 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 340,429 $45.1M 6.29% -31,789 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 327,865 $43.4M 5.03% -12,051 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 322,642 $42.7M 1.37% -2,605 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 322,214 $42.7M 0.1% -178 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 297,487 $39.4M 0.74% +173,412 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 274,189 $36.3M 0.65% +7,240 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 269,341 $35.7M 0.02% +910 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 265,307 $35.1M 0.05% -3,496 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 255,255 $33.8M 0.52% +3,371 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 245,785 $32.6M 0.05% +3,150 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 225,197 $29.8M 0.06% +4,779 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 223,014 $29.5M 2.81% -2,925 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 217,959 $28.9M 0.16% -514,492 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 213,417 $28.3M 4.03% -14,722 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 204,088 $27M 1.73% -5,786 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 200,233 $26.5M 0.14% -1,951 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 186,550 $24.7M 12.77% +4,213 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 184,990 $24.5M 21.1% 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 183,547 $24.3M 5.34% +1,570 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 179,452 $23.8M 0.9% -629 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 176,631 $23.4M 0.77% -7,950 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 170,883 $22.6M -20,081 Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 170,435 $22.6M 8.04% -2,411 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 169,467 $22.4M 10.09% +5,565 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 168,309 $22.3M 0.13% -716 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 163,050 $21.6M 7.56% +3,251 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 157,008 $20.8M 0.1% -601 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 147,147 $19.5M 0.08% -401 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 144,073 $19.1M 2.68% +425 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 142,304 $18.8M 2.61% +1,060 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 140,933 $18.7M 1.92% +6,933 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 140,402 $18.6M 8.78% +830 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 140,175 $18.6M 0.03% +415 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 139,061 $18.4M 5.71% -24,227 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 138,528 $18.1M 0.07% -273 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 135,408 $17.9M 1.63% -434 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 135,073 $17.9M 9.52% -3,045 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 132,840 $17.6M 0.65% +11,065 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 123,069 $16.3M 0.37% -15,757 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 123,056 $16.3M 0.02% -3,993 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 122,441 $16.2M 0.57% +5,363 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 121,238 $16M 5.7% -7,002 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 118,513 $15.7M 10.62% -2,024 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 118,320 $15.7M 7.59% +395 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 112,536 $14.9M 2.53% +2,222 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 108,338 $14.3M 1.07% +1,777 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 101,781 $13.5M 1.16% -1,462 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 98,379 $13M <0.01% +6,518 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 98,121 $13M 1.06% -5,929 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 96,907 $12.9M 0.6% -1,833 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 96,667 $12.8M 1.62% -569 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 95,434 $12.6M 0.76% -4,531 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 93,596 $12.4M 1.4% -1,397 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 92,941 $12.3M 3.73% +398 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 91,970 $12.2M 0.94% -6,044 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 85,108 $11.3M 0.02% +5,941 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 82,299 $10.9M 0.01% +460 13F-HR Timeline Group Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 81,487 $10.8M 8.16% +755 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 81,297 $10.8M 7.46% -1,761 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 79,877 $10.6M 0.39% -2,572 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 79,611 $10.5M 0.04% -10,282 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 79,407 $10.5M 0.01% +2,086 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 77,569 $10.3M 0.13% +1 13F-HR Timeline Group TICINO WEALTH More: the full row for TICINO WEALTH 77,145 $10.2M 3.79% 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 76,116 $10.1M 1.32% -747 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 74,941 $9.92M 0.01% +8,920 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 72,319 $9.57M 0.05% -2,909 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 71,054 $9.41M 0.46% +1,316 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 69,664 $9.22M 0.03% -10,774 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 69,625 $9.22M 3.05% +582 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 65,936 $8.73M 0.01% -391 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 63,916 $8.46M 0.02% -20,368 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 62,948 $8.33M 0.96% -138 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 62,154 $8.23M 4.91% -242 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 58,025 $7.68M 4.49% -735 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 56,836 $7.52M 1.07% -2,463 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 56,601 $7.49M 1.79% -27,809 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 54,843 $7.26M 0.01% +11,612 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 54,013 $7.15M 3.28% -522 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 52,254 $6.92M 0.14% -10,551 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 52,132 $6.9M 0.05% -3,562 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 50,958 $6.75M -437 Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 50,838 $6.73M 0.77% -53 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 50,586 $6.7M 0.36% -117 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 50,524 $6.69M 0.74% -2,604 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 49,380 $6.54M 0.07% +401 13F-HR Timeline Group FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 48,513 $6.42M 4.74% +947 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 48,130 $6.37M 2.32% +291 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 48,048 $6.36M 3.1% +41,991 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 47,918 $6.34M 0.05% -17,540 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 46,111 $6.1M 0.14% -235 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 44,433 $5.88M 0.59% -2,853 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 44,246 $5.86M 0.14% +2,945 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 43,694 $5.78M 3.69% -3,860 13F-HR/A Timeline FCA CORP /TX More: the full row for FCA CORP /TX 42,951 $5.69M 1.6% +607 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 42,647 $5.65M 0.01% -14,723 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 40,683 $5.39M 0.73% -14,457 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 38,238 $5.06M 0.69% -1,189 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 37,307 $4.94M 0.32% -1,526 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 36,422 $4.82M 0.25% +949 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 35,923 $4.76M 0.32% -1,035 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 34,817 $4.61M 0.21% -1,108 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 34,799 $4.61M 0.14% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 33,238 $4.4M 0.03% +2,676 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 33,230 $4.4M 0.09% +27,547 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 32,693 $4.33M 0.09% +14,575 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 32,192 $4.26M +1,319 Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 32,113 $4.25M 0.23% +1,579 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 32,024 $4.24M 1.32% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 32,016 $4.24M 0.76% -1,243 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 31,162 $4.12M 0.05% -9,251 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 30,181 $4M 3% -40,775 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 29,568 $3.91M 2.5% +2,371 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 29,040 $3.84M 1.1% -27,037 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 28,644 $3.79M 0.32% -2,340 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,550 $3.78M 0.01% -772 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 28,063 $3.71M 0.14% -19,619 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 27,923 $3.7M 0.65% +443 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 27,772 $3.68M 0.35% -606 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 27,162 $3.6M 2.14% +2,734 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 26,064 $3.45M 0.04% +1,949 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 25,416 $3.36M 0.05% -360 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 25,304 $3.35M 1.06% -942 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 24,608 $3.26M <0.01% -56 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 24,173 $3.2M 0.02% +2,282 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 23,423 $3.12M 0.01% +1,803 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 23,335 $3.09M <0.01% +3,027 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 23,208 $3.07M 0.21% -382 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 23,139 $3.06M 0.02% +431 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,665 $3M 0.67% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 22,492 $2.98M 0.56% -1,896 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 22,273 $2.95M 2.48% 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 22,016 $2.91M <0.01% +92 13F-HR Timeline Group Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 21,667 $2.87M 0.98% -142 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 21,416 $2.83M 0.06% +7,300 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 20,843 $2.76M 1.12% +2,167 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 20,422 $2.7M 1.51% -761 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 20,347 $2.69M 0.21% -343 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 20,266 $2.68M <0.01% +4,049 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 19,760 $2.62M 0.06% -24 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 19,078 $2.53M 1.84% -1,423 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 18,790 $2.49M 0.96% 13F-HR/A Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 18,290 $2.42M 0.74% -975 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 18,152 $2.4M 0.01% +16,070 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 18,024 $2.39M 0.25% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 17,980 $2.39M 0.26% +307 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 17,908 $2.34M 0.06% +716 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 17,609 $2.33M 1.64% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 17,550 $2.32M 0.86% +77 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 17,404 $2.3M +772 Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,388 $2.3M 0.04% +943 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 17,336 $2.29M 0.08% -558 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 16,636 $2.2M 0.9% -118 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 16,672 $2.19M 0.49% +5 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 16,162 $2.14M 0.15% +71 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 16,098 $2.13M 0.57% -1,025 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 16,016 $2.12M <0.01% +4,068 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,566 $2.06M 0.01% +6,565 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 15,267 $2.02M 0.12% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 15,180 $2.01M 0.48% +932 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 15,156 $2.01M <0.01% +5,293 13F-HR Timeline