ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,696,121 $422M -95,511 Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 4,814,000 $357M 2.16% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,223,595 $90.7M 0.02% +43,128 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 785,970 $58.2M <0.01% +1,924 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 471,671 $34.9M 0.3% +5,807 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 321,364 $23.8M 0.03% -2,522 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 268,185 $19.9M 0.05% -14,073 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 253,028 $18.7M 0.05% +21,873 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 155,912 $11.6M 0.03% +11,187 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 141,954 $10.5M 1.29% -8,092 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 128,535 $9.59M 0.02% +3,087 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 124,131 $9.2M 0.02% -1,308 13F-HR Timeline Group Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 101,386 $7.51M 6.77% 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 97,609 $7.23M 0.36% +18,957 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 90,268 $6.69M <0.01% +2,036 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 80,811 $5.99M 0.08% +334 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 74,527 $5.52M 0.05% +448 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 73,890 $5.47M 0.2% +10,997 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 73,057 $5.41M 0.03% +3,609 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 69,633 $5.16M 0.78% -2,212 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 68,361 $5.06M 0.03% +4,189 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 63,755 $4.72M 0.01% -1,287 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 63,158 $4.68M 0.59% +596 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 61,896 $4.59M 0.03% +225 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 57,311 $4.25M <0.01% +8,903 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 53,875 $3.99M 0.07% +5,422 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 52,202 $3.87M 0.02% -1,287 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 51,163 $3.79M 0.11% -228 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 50,490 $3.74M 0.03% +1,510 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 47,399 $3.51M 2.92% +4,267 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 45,071 $3.34M <0.01% -1,700 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 44,223 $3.28M 0.03% +10,348 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 41,676 $3.09M <0.01% -34,582 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 41,006 $3.04M 0.06% -517 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 36,193 $2.68M 0.01% +1,334 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 33,319 $2.47M 0.03% -29,470 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 33,319 $2.47M 0.19% -1,224 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 33,038 $2.45M 0.52% +807 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 31,985 $2.37M <0.01% -6,096 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 30,119 $2.23M 0.04% +3,222 13F-HR/A Timeline MA Private Wealth More: the full row for MA Private Wealth 29,124 $2.16M 0.36% -100 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 28,383 $2.1M +3,609 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,762 $1.98M 0.02% +1,035 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 26,643 $1.97M 0.04% +113 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 25,241 $1.87M <0.01% +4,144 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 24,490 $1.81M 0.11% -885 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 24,379 $1.81M 0.02% -16 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 24,213 $1.79M 0.03% -238 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 22,879 $1.7M 0.04% +59 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 22,480 $1.67M 0.16% -683 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 22,318 $1.65M <0.01% -4,782 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,222 $1.65M 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,787 $1.54M 0.04% +141 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,388 $1.51M 0.02% +15,856 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 19,499 $1.47M +12,911 Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 17,911 $1.33M 0.57% +4,785 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 17,604 $1.3M 0.39% -259 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 17,371 $1.29M 0.55% -1,866 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 16,688 $1.24M 0.5% +1,204 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 16,128 $1.19M 0.64% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 16,104 $1.19M 0.02% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,413 $1.14M 0.01% +840 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,977 $1.11M 0.01% -619 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 14,882 $1.1M 0.13% 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 14,683 $1.09M 0.29% +3,049 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,517 $1.08M 0.04% +397 13F-HR Timeline Group THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 14,226 $1.07M 0.36% +380 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,960 $960K <0.01% +3,435 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,326 $913K 0.03% +1,134 13F-HR Timeline EQ LLC More: the full row for EQ LLC 12,293 $911K 0.26% -294 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 11,412 $846K 0.73% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,033 $817K <0.01% new 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 10,759 $797K 0.05% -12 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,566 $783K 0.03% +84 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 10,544 $781K 0.81% -2,620 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,293 $756K 0.13% -7,667 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,051 $745K 0.22% +1,328 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 10,009 $742K 0.15% -8 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 9,702 $728K 0.48% -639 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,817 $727K 0.08% +3,815 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,805 $726K 0.04% -634 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,546 $708K 0.02% +212 13F-HR/A Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 9,445 $700K 0.16% +1 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,987 $666K 0.05% +52 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 8,902 $660K 0.34% -34 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,204 $617K 0.02% +654 13F-HR Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 8,215 $609K 0.56% 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 8,200 $608K 0.06% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,193 $607K 0.01% +643 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,031 $595K <0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,002 $593K 0.02% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,930 $588K 0.07% +3 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,843 $581K <0.01% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 7,822 $580K 0.24% +4,481 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 7,696 $570K 0.24% -28 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,553 $560K 0.02% -2,245 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,528 $558K <0.01% +2,064 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,488 $555K 0.18% -587 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 7,470 $553K 0.02% +360 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,470 $553K 0.02% -88 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,442 $551K 0.04% +40 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 7,386 $547K <0.01% -3,104 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,720 $539K 0.06% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,048 $522K 0.07% -43 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 6,949 $518K 0.4% +86 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 6,640 $501K 0.27% -4,681 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,669 $494K 0.04% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,443 $477K 0.02% +385 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,112 $459K 0.04% -177 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,083 $451K 0.1% +384 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 6,073 $450K 0.33% 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 5,791 $429K 0.26% -108 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,568 $413K <0.01% +167 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,551 $411K 0.02% 0 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,450 $404K 0.14% -61 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,446 $404K <0.01% +1,940 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,316 $394K 0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,208 $386K 0.01% -268 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 5,085 $377K 0.04% -27 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 5,081 $376K 0.22% -110 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,034 $373K 0.01% -1,334 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,885 $362K 0.02% -192 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 4,863 $360K 0.12% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,833 $358K 0.01% -29 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,718 $350K 0.3% 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,689 $347K 0.06% 0 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 4,597 $345K 0.3% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,600 $341K 0.07% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,560 $338K 0.12% new 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 4,472 $331K 0.21% -87 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,383 $325K 0.09% -340 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 4,297 $318K 0.3% 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 4,281 $317K 0.06% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 4,213 $312K 0.09% -1,686 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,131 $311K 0.09% +582 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,183 $310K <0.01% 0 13F-HR/A Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,166 $309K new Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 4,132 $306K 0.29% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,131 $306K 0.01% -3 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,974 $294K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,947 $292K 0.02% -29 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,929 $291K 0.01% -17 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,848 $285K 0.1% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,822 $283K 0.17% -8 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,678 $273K 0.01% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,644 $270K 0.01% -10 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,604 $267K <0.01% -323 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,539 $262K 0.03% -35 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,478 $258K 0.03% -9 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,391 $253K 0.09% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,372 $250K 0.02% +83 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,364 $249K 0.14% +33 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,258 $241K 0.06% -32 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,136 $232K 0.04% -4 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,120 $231K 0.01% -970 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,110 $230K 0.07% -695 13F-HR Timeline Willow Financial LLC More: the full row for Willow Financial LLC 2,988 $221K 0.23% 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,859 $212K 0.05% -8 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 2,848 $211K 0.05% +22 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 2,837 $210K 0.12% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,827 $209K 0.05% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,599 $193K <0.01% +102 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,355 $174K 0.05% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,154 $160K <0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,052 $152K <0.01% -7 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,702 $126K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,686 $125K 0.1% +817 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,658 $123K 0.01% +576 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,375 $102K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,355 $100K <0.01% -186 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,317 $97.5K <0.01% -76 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,312 $97.2K 0.1% 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/ 982 $72.8K <0.01% -1,462 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 787 $58.3K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 762 $56.5K 0.04% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 739 $54.8K <0.01% -401 13F-HR/A Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. 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