JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 32,807,970 $3.3B 0.22% +192,357 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,660,644 $972M 1.98% +712,924 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,047,779 $910M 0.05% +102,679 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,719,789 $575M 0.11% +1,204,315 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,342,620 $437M 0.12% +278,272 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,252,915 $327M +489,693 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,954,300 $197M 0.01% +367,220 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,648,514 $167M +554,138 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,603,698 $161M 0.42% -71,864 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,307,508 $131M 0.15% +786,471 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,283,386 $129M 0.02% +194,229 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,164,067 $117M +732,859 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,004,333 $101M 0.55% +43,816 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 911,252 $91.6M 7.9% -15,179 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 902,383 $90.8M 0.23% +126,745 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 852,861 $85.8M 0.96% +841,349 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 848,972 $85.5M 4.57% +57,558 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 801,693 $80.6M 0.07% +14,143 13F-HR Timeline Group NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 774,437 $77.9M +376,407 Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 756,471 $76.1M 0.28% +445 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 683,650 $68.8M 0.02% -46,744 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 575,742 $57.9M 0.21% +112,318 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 569,456 $57.3M 4.15% -257,387 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 567,769 $57.1M 6.94% -251,687 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 549,785 $55.3M 1.78% +13,772 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 527,597 $53.1M 0.08% +59,514 13F-HR Timeline Group Gainplan LLC More: the full row for Gainplan LLC 522,354 $52.5M 39.43% +14,259 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 489,329 $49.2M 0.05% +219,974 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 482,256 $48.5M 0.07% -67,820 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 470,729 $47.3M 0.06% +125,054 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 465,654 $46.8M 5.81% +11,274 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 450,054 $45.3M +286,287 Timeline Family Manage LLC More: the full row for Family Manage LLC 447,062 $45M 5.39% -35 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 445,082 $44.8M 0.05% +39,559 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 347,406 $34.9M 5.97% +19,609 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 332,676 $33.5M 0.87% +15,071 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 332,589 $33.4M 0.38% +167,327 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 330,134 $33.2M 0.03% +7,130 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 305,731 $30.7M 0.2% -124,796 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 298,134 $30M 0.08% -48,008 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 294,524 $29.6M 0.14% +34,097 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 286,868 $28.9M 0.26% +275,700 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 278,155 $28M 1.29% -23,183 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 277,440 $27.9M 3.21% +163,120 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 260,176 $26.2M 0.2% -10,134 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 256,304 $25.8M 0.02% +44,374 13F-HR Timeline Group IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 255,083 $25.7M 2.39% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 254,285 $25.6M 0.01% +212,305 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 248,898 $25M 2.25% -6,872 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 234,092 $23.5M 5.8% +48,526 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 220,551 $22.2M 8.33% -3,474 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 217,830 $21.9M 3.91% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 217,399 $21.9M 0.34% -43 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 204,154 $20.5M 0.34% +6,708 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 198,932 $20M 1.67% +6,839 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 196,010 $19.7M 13.14% +129,421 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 192,531 $19.4M 0.01% -21,100 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 188,750 $19M 0.02% new 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 187,631 $18.9M 6.63% -3,889 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 186,316 $18.7M 0.01% +70,399 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 184,207 $18.5M 0.93% -3,288 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 175,892 $17.7M 0.78% -6,121 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 173,712 $17.5M 8.94% +6,742 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 170,521 $17.1M 3.07% -65,954 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 170,459 $17.1M 1.31% +2,813 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 167,922 $16.9M 5.57% new 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 163,062 $16.4M 3.68% -35,559 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 159,797 $16.1M 0.03% +17,121 13F-HR Timeline Group Williams Financial, LLC More: the full row for Williams Financial, LLC 157,657 $15.9M 9.23% -468 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 154,696 $15.6M 2.77% +40,231 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 150,316 $15.1M 0.03% +20,899 13F-HR Timeline Group MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 149,406 $15M 6.75% -3,445 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 149,075 $15M 0.09% +2,450 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 147,464 $14.8M 0.02% -80,960 13F-HR Timeline Group Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 147,161 $14.8M 3.39% -16,370 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 146,024 $14.7M 0.03% -287,271 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 145,134 $14.6M +3,689 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 144,998 $14.6M 0.01% +23,491 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 133,052 $13.4M 0.02% +123,628 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 132,424 $13.3M 5.76% -3,748 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 128,788 $13M 0.15% +20,024 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 125,017 $12.6M 0.03% -9,994 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 124,603 $12.5M 2.21% +13,002 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 122,055 $12.3M 0.13% +50,674 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 120,187 $12.1M 0.88% +19,642 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 119,604 $12M 0.02% -6,200 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 118,468 $11.9M 0.06% -21,636 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 118,279 $11.9M 1.47% +20,576 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 116,041 $11.7M 0.02% -53,584 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 113,270 $11.4M 5.11% +9,011 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 113,173 $11.4M 1.95% -42,132 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 109,196 $11M 1.19% +31,817 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 108,148 $10.9M 4.4% +17,397 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 107,249 $10.8M 2.08% +54,422 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 106,320 $10.7M 0.3% +27,313 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 105,890 $10.6M +24,774 Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 105,880 $10.6M 0.23% +3,623 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 105,733 $10.6M 0.48% -44 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 104,150 $10.5M 0.11% +101,284 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 100,267 $10.1M 0.05% +115 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 97,682 $9.82M 0.38% +1,267 13F-HR Timeline Group AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 97,141 $9.75M 5.96% +1,827 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 95,630 $9.62M 0.47% +3,605 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 95,455 $9.6M 1.81% +88,774 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 93,587 $9.41M 0.29% +5,704 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 93,302 $9.38M 0.68% +37,816 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 92,987 $9.35M 0.05% -12,160 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 92,043 $9.26M 3.99% +9,158 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 91,096 $9.16M 0.61% -1,107,975 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 91,077 $9.16M 7.78% -995 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 90,299 $9.08M 0.29% +44 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 90,000 $9.05M 3.82% +50,000 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 89,953 $9.05M 2.48% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 88,629 $8.91M 3.26% -8,921 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 88,396 $8.89M 0.49% +35,207 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 87,681 $8.82M 0.35% +1,089 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 85,947 $8.62M 0.06% +10,201 13F-HR Timeline Group Center For Asset Management LLC More: the full row for Center For Asset Management LLC 85,667 $8.62M 4.28% +721 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 84,991 $8.55M 5.89% -3,093 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 84,822 $8.53M 1% +23,792 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 83,249 $8.38M 0.01% 13F-HR Timeline Group PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 83,400 $8.36M 6.03% +2,998 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 83,013 $8.35M 0.17% +24,017 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 82,984 $8.35M 0.31% -1,696 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 82,513 $8.3M 0.01% +25,833 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 81,216 $8.17M 1.2% +45,078 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 79,703 $8.02M 1.53% +4,521 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 79,227 $7.97M 1.65% -2,905 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 79,293 $7.94M 0.04% +29,774 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 78,777 $7.92M 0.01% -4,305 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 78,597 $7.9M 0.57% +1,642 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 76,911 $7.73M 1.39% +15 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 73,645 $7.41M 2.03% new 13F-HR/A Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 73,343 $7.38M 3.59% -2,739 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 72,004 $7.24M 1.75% -21,308 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 71,221 $7.16M 0.2% +69,216 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 71,033 $7.14M 0.3% -371 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 69,670 $7.01M 0.37% +29,590 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 68,569 $6.9M 2.28% +1,024 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 67,711 $6.81M 0.03% -2,197 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 67,050 $6.74M 1.05% +5,427 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 66,810 $6.72M 5.9% +760 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 66,751 $6.71M 0.05% +49,527 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 66,412 $6.68M 2.5% -4,505 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 64,764 $6.51M 0.08% -10,698 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 64,591 $6.5M 1.24% -3,088 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 64,165 $6.45M 1.67% -1,749 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 64,152 $6.45M 0.15% +10,464 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 63,460 $6.38M 0.13% +5,509 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 63,048 $6.34M 2.12% +835 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 62,172 $6.25M 0.18% +30,340 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 62,129 $6.25M 0.17% +6,844 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 61,804 $6.22M 0.18% -4,982 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 61,740 $6.21M 0.31% -16,100 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 61,519 $6.19M 3.53% +4,134 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 61,077 $6.14M 1.93% -14,084 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 60,889 $6.12M 1.95% +56,582 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 60,719 $6.11M 2.48% +9,110 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 60,403 $6.07M 0.01% +12,000 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 60,354 $6.07M 5.68% -161 13F-HR Timeline Price Capital Management, Inc. More: the full row for Price Capital Management, Inc. 60,000 $6.03M 85.63% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 59,726 $6.01M 1.47% +6,088 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 59,113 $5.94M 2.94% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 58,049 $5.84M 1.79% +32,431 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 57,386 $5.77M 0.07% +31,314 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 57,235 $5.76M 1.34% +3,475 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 56,805 $5.71M 0.22% -6,155 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 56,474 $5.68M 0.09% -14,659 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 56,128 $5.64M 0.35% -4,982 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 55,869 $5.62M 5.19% -991 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 54,999 $5.53M 0.03% +7,616 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 54,916 $5.52M 0.15% +11,216 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 54,497 $5.48M 0.81% +7,234 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 54,432 $5.47M 0.41% +382 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 54,510 $5.47M 0.06% -2,599 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 54,141 $5.44M 0.24% +2,672 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 53,916 $5.42M 0.37% +7,385 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 53,773 $5.41M 0.73% +2,424 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 53,433 $5.36M 0.05% +21,434 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 53,141 $5.34M 0.05% -637 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 52,494 $5.28M 0.04% -3,842 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 52,214 $5.25M 0.08% -23 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 51,761 $5.21M 2.62% +4,266 13F-HR Timeline Aegis Wealth Management, Inc. 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