WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 28,093,920 $3.52B 0.7% +75,197 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,085,798 $887M 0.55% +8,039 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 5,769,076 $722M 1.37% -236,640 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,573,441 $697M 0.04% -4,518 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,257,467 $408M 0.11% +93,623 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,103,919 $388M 7.86% -2,220,533 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,861,707 $358M +282,099 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,813,028 $352M 0.03% -162,378 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,988,702 $249M 3.85% +115,664 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,975,417 $247M 7.25% +234,073 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,771,789 $222M 0.03% -737,176 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,248,350 $156M 1.01% +37,093 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,181,619 $148M 0.05% +30,733 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 1,154,700 $144M 2.27% -5,828 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,012,508 $127M 0.13% +10,074 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 852,009 $107M 7.31% +22,874 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 847,450 $106M 11.89% +16,887 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 788,473 $98.7M 12.63% -22,440 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 715,231 $89.5M 0.02% +47,539 13F-HR Timeline Group Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 646,369 $80.9M 17.21% +4,307 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 645,766 $80.8M 10.87% -6,685 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 639,363 $80M 0.78% -11,262 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 597,997 $74.8M 8.31% -77,308 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 586,044 $73.3M +7,163 Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 563,097 $70.5M 2.37% +31,044 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 548,228 $68.6M 18.31% +7,652 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 477,721 $59.8M 22.93% +5,077 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 459,085 $57.4M 2.32% -8,256 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 442,595 $55.4M 4.02% -16,587 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 429,022 $53.7M 0.46% -5,729 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 420,407 $52.6M 3.67% -2,680 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 418,469 $52.4M 0.07% -16,120 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 415,335 $52M 0.06% +1,822 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 392,042 $47.7M <0.01% +29,977 13F-HR/A Timeline Group DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 376,239 $47.1M 12.31% -2,712 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 371,461 $46.5M 6.03% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 369,331 $46.2M 0.85% +71,844 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 360,535 $45.2M 5.98% +4,173 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 344,254 $43.1M 0.22% -2,767 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 343,984 $43M 0.07% -392 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 325,461 $40.7M 4.55% -2,404 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 324,786 $40.6M 1.28% +2,144 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 287,997 $36M 0.09% -34,217 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 284,450 $35.6M 2.52% -55,979 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 280,056 $35M 1.12% +5,867 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 278,631 $34.9M 0.51% +23,376 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 273,151 $34.5M 0.08% -227,173 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 270,488 $33.8M 0.02% +1,147 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 257,234 $31.9M 0.05% -8,073 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 227,567 $28.5M 0.05% +2,370 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 219,388 $27.5M 0.04% -26,397 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 219,236 $27.4M 6.19% +35,689 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 214,951 $26.9M 2.55% -8,063 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 208,185 $26.1M 0.14% -9,774 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 206,054 $25.8M 3.7% -7,363 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 204,132 $25.5M 1.64% +44 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 200,240 $25M 0.12% +7 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 187,212 $23.4M 7.48% +16,777 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 185,931 $23.3M 12.16% -619 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 182,163 $22.8M 18.7% -2,827 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 181,371 $22.7M 0.84% +1,919 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 181,323 $22.7M 0.13% +13,014 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 173,463 $21.7M 10.48% +3,996 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 172,314 $21.6M +1,431 Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 162,321 $20.3M 6.98% -729 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 161,652 $20.2M 0.09% +4,644 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 157,795 $19.7M 0.61% -18,836 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 149,531 $18.7M 2.55% +5,458 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 144,074 $18M 1.9% +3,141 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 139,567 $17.5M 5.48% +506 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 138,707 $17.4M 0.63% +5,867 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 138,126 $17.3M 0.03% -2,049 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 137,671 $17.2M 8.01% -2,731 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 136,923 $17.1M 0.07% -10,224 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 131,423 $16.4M 0.02% +8,367 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 131,175 $16.4M 1.61% -4,233 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 127,949 $16M 0.54% +5,508 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 127,811 $16M 2.31% -14,493 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 119,824 $15M 10.4% +1,311 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 116,135 $14.5M 0.34% -6,934 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 113,456 $14.2M 2.41% +920 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 106,852 $13.4M 1.06% -1,486 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 106,396 $13.3M 4.9% -14,842 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 104,760 $13.1M <0.01% +6,381 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 103,060 $12.9M 1.12% +1,279 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 102,663 $12.8M 1.04% +4,542 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 99,052 $12.4M 1.49% +2,385 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 97,705 $12.2M 0.58% +798 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 94,684 $11.8M 3.69% +1,743 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 93,406 $11.7M 1.33% -190 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 93,223 $11.7M 6.16% -41,850 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 91,316 $11.4M 0.02% +6,208 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 89,387 $11.2M 0.88% -2,583 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 86,224 $10.8M 7.27% +4,927 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 84,064 $10.5M 0.01% +4,657 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 83,500 $10.4M 0.04% +13,836 13F-HR/A Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 82,976 $10.4M +74,267 Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 82,128 $10.3M 7.88% +641 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 81,641 $10.2M 0.59% -13,793 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 72,429 $10.2M 3.55% -4,716 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 80,783 $10.1M 0.01% -1,516 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 76,762 $9.61M 1.26% +646 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 78,685 $9.6M <0.01% +3,744 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 75,316 $9.42M 0.12% -2,253 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 74,631 $9.34M 0.3% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 71,989 $9.01M 0.04% -330 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 68,586 $8.58M 0.97% +5,638 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 65,857 $8.24M 0.01% -79 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 62,406 $7.81M 0.02% -1,510 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 90,308 $7.68M 3.05% +71,518 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 61,275 $7.67M 0.28% -18,602 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 60,000 $7.51M 4.47% -2,154 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 59,590 $7.46M 0.01% +4,747 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 57,632 $7.21M +6,674 Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 55,883 $6.99M 4.04% -2,142 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 55,683 $6.97M 1.06% -1,153 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 52,883 $6.62M 3.03% -1,130 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 51,908 $6.5M 2.46% +3,778 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 51,428 $6.44M 0.35% +842 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 50,688 $6.34M 0.67% -150 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 50,598 $6.33M 0.72% +74 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 50,144 $6.27M 4.64% +1,631 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 49,307 $6.17M 0.06% -73 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 48,697 $6.09M 0.04% -3,435 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 48,442 $6.06M 0.05% +17,280 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 48,119 $6.02M 0.05% +201 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 48,107 $6.02M 0.14% +3,861 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 47,690 $5.97M 1.47% -8,911 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 45,768 $5.73M 0.13% -343 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 45,608 $5.71M 0.02% +2,961 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 45,306 $5.67M 2.85% -2,742 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 43,867 $5.49M 1.55% +916 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 42,477 $5.32M 1.8% -27,148 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 41,616 $5.21M 0.25% -29,438 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 41,321 $5.17M 0.02% -97,207 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 39,205 $4.91M 0.31% +1,898 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 38,799 $4.85M 3.13% -4,895 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 38,688 $4.84M 0.08% -13,566 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 35,246 $4.66M 0.03% +2,008 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 36,835 $4.61M 0.13% +2,036 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 36,473 $4.56M 0.24% +51 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 36,455 $4.56M 0.61% -1,783 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 35,362 $4.42M 0.27% -561 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 35,244 $4.41M 0.2% +427 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 33,230 $4.4M 0.09% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 35,121 $4.39M 0.2% +3,008 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 34,663 $4.34M 0.07% +1,970 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 33,538 $4.2M 0.01% +18,382 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 32,268 $4.04M +76 Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 31,320 $3.92M 2.55% +1,752 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 30,941 $3.87M 0.71% -1,075 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 29,388 $3.68M <0.01% +4,780 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 29,199 $3.65M 1.15% -2,825 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 28,695 $3.59M 0.29% +51 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,653 $3.59M 0.01% +103 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 28,533 $3.57M 0.61% +610 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 28,063 $3.51M 0.97% +2,759 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 27,808 $3.48M 2.01% +646 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 27,591 $3.45M 2.67% -2,590 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,561 $3.45M <0.01% +17,855 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 27,170 $3.4M 0.32% -602 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 27,009 $3.38M 0.04% +945 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 26,206 $3.28M 0.41% -14,477 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 24,038 $3.01M 0.04% -1,378 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 23,733 $2.97M 1.17% +2,890 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 23,729 $2.97M 0.02% +590 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 23,614 $2.96M 0.01% +191 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 23,467 $2.94M 0.09% -4,596 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 23,108 $2.89M 0.2% -100 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,665 $2.84M 0.63% 0 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 22,286 $2.79M 2.33% +13 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 22,854 $2.78M 0.54% +362 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 22,144 $2.77M 0.87% +477 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 21,866 $2.74M 0.06% +450 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,103 $2.66M 0.03% +12,216 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 21,252 $2.66M 0.76% -7,788 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 20,957 $2.62M <0.01% -1,059 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 19,296 $2.59M 0.16% +7,018 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 20,422 $2.56M 1.29% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 19,835 $2.48M 0.05% +75 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 19,680 $2.46M 0.19% -667 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 18,713 $2.34M 0.29% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18,394 $2.3M 0.01% +2,828 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 18,077 $2.26M 0.27% +97 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 18,016 $2.25M 0.25% -8 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 17,950 $2.25M 0.71% -340 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 17,817 $2.23M 1.57% -1,261 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 17,609 $2.2M 1.48% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,608 $2.2M 0.04% +4,448 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 17,600 $2.2M 0.88% +964 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 17,488 $2.19M 0.01% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 17,339 $2.17M <0.01% -2,927 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 17,330 $2.17M -74 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 17,275 $2.16M <0.01% +1,259 13F-HR Timeline Group Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 17,078 $2.14M 0.85% -472 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 16,672 $2.09M 0.55% 0 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 16,407 $2.05M <0.01% -6,928 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 15,596 $2.04M 0.12% +329 13F-HR/A Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 15,923 $1.99M 0.84% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 15,921 $1.99M 0.14% -241 13F-HR Timeline