BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 832,827 $118M 0.01% -9,166 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 465,875 $66M 0.01% +9,985 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 360,719 $51.1M 0.01% -9,121 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 322,879 $45.7M <0.01% -21,133 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 224,437 $31.8M 0.01% +3,346 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 202,461 $28.7M 0.02% +8,713 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 176,659 $25M +2,798 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 104,991 $14.9M 0.03% -1,065 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 88,373 $12.5M 0.67% +8,845 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 81,437 $11.5M 2.24% -1,118 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 77,833 $11M 3.38% +5,779 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 70,893 $10M <0.01% +20,474 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 68,600 $9.72M <0.01% -1,920 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 62,615 $8.87M 0.01% +1,483 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 61,405 $8.7M 0.42% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 61,128 $8.66M 0.01% -7,644 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 56,816 $8.05M 0.01% +4,504 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 58,527 $7.48M 1.43% -231 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 51,561 $7.3M <0.01% +15,230 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 51,046 $7.23M 0.04% +633 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 47,969 $6.8M 0.04% +1,161 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 47,688 $6.76M 0.07% -692 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 47,208 $6.69M 0.64% -38 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 44,227 $6.27M 0.01% -4,141 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 43,449 $6.15M <0.01% -27,624 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 43,149 $6.11M <0.01% +84 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 40,910 $5.8M 0.74% -1,241 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 36,301 $5.14M 0.01% -45,682 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 36,101 $5.11M 0.25% -1,181 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 33,278 $4.73M <0.01% -1,148 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 33,405 $4.73M <0.01% +8,609 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 33,135 $4.69M 0.2% +880 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 33,150 $4.69M <0.01% +1,156 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 31,236 $4.42M 0.01% +2,518 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 30,746 $4.36M 0.02% -6,939 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 29,516 $4.18M 0.81% -57 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 27,284 $4.01M 0.3% -24,258 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,991 $3.82M 0.02% -7,002 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 25,000 $3.54M 3.08% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 24,733 $3.5M 0.13% -771 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 32,404 $3.21M 0.01% +529 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,806 $3.09M 0.01% +8,485 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 21,262 $3.01M <0.01% +2,558 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 20,898 $2.96M 0.36% -191 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 19,711 $2.79M <0.01% -183 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,643 $2.78M 0.01% +3,189 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 18,724 $2.65M 1.9% +2,478 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 18,640 $2.64M 0.52% +7,547 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,287 $2.59M 0.1% -47 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 17,415 $2.47M 1.42% -3,081 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,941 $2.4M 0.04% -669 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 16,080 $2.28M 1.33% +9,865 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 16,051 $2.27M 0.11% -164 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 15,839 $2.24M 0.03% 0 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 15,385 $2.18M 0.01% -26 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 15,262 $2.16M 0.04% +80 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 15,211 $2.15M 0.89% -590 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,046 $1.99M 0.02% -199 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,600 $1.93M <0.01% +103 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 12,513 $1.84M 0.86% +605 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,943 $1.83M 0.01% +4,476 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 12,007 $1.72M 0.18% +59 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,747 $1.66M 0.06% new 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 10,442 $1.48M 1.32% +816 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,399 $1.47M <0.01% -662 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,309 $1.46M <0.01% -12,821 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 10,133 $1.45M 0.04% +557 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 10,022 $1.42M 0.33% -14 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9,600 $1.38M 0.03% 0 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 9,657 $1.37M <0.01% -1 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,582 $1.36M 0.04% -331 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,531 $1.35M <0.01% +3,523 13F-HR/A Timeline Argent Trust Co More: the full row for Argent Trust Co 9,412 $1.33M 0.04% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,311 $1.32M <0.01% +312 13F-HR/A Timeline Group Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 9,227 $1.31M 0.62% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,220 $1.31M 0.08% +4 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 9,210 $1.3M 0.22% -55 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,022 $1.29M 0.34% +593 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 8,948 $1.29M 0.31% +2 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 8,414 $1.19M 0.48% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,368 $1.19M 0.18% -1,325 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,479 $1.17M <0.01% +930 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,893 $1.12M <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,453 $1.06M <0.01% +1,024 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 7,103 $1.04M 0.15% -1,515 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,278 $1.03M <0.01% +253 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,049 $1.01M 0.03% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,959 $986K 0.41% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,887 $976K 0.01% -1,019 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,718 $952K 0.02% +665 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,701 $949K 0.29% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,653 $942K 0.01% +1 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,451 $914K <0.01% -247 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,329 $897K 0.09% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,237 $883K 0.03% +1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,213 $880K 0.02% 0 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,179 $875K <0.01% +2,573 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,000 $850K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,964 $845K <0.01% -101 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 5,717 $810K 0.17% -2,466 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,639 $808K 0.02% +1,124 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,571 $789K <0.01% +23 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,505 $780K 0.01% +162 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 5,334 $756K 0.01% +783 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 5,290 $749K <0.01% -25 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,034 $713K 0.1% -497 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,008 $709K <0.01% -52 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,001 $708K 0.01% +1 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 4,988 $707K <0.01% -33,500 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,977 $705K 0.28% +9 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,919 $697K 0.09% 0 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 4,700 $666K 0.13% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 4,389 $622K 0.44% +4 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,312 $611K 0.04% -65 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,216 $597K 0.17% -143 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,206 $596K 0.06% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,196 $594K <0.01% +43 13F-HR Timeline Group COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,152 $588K 0.1% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,148 $588K 0.01% -272 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,125 $584K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,125 $584K 0.01% 0 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 4,076 $580K 0.63% +632 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,992 $566K <0.01% +2,784 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,982 $564K 0.04% -37 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 3,982 $564K 0.15% -37 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,934 $557K <0.01% +1 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,891 $551K <0.01% +615 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,860 $547K 0.01% -4 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,728 $528K 0.01% +425 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,706 $525K <0.01% -59 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,693 $523K <0.01% -963 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,600 $510K 0.06% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,281 $465K 0.01% +451 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,250 $460K <0.01% 0 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,237 $459K 0.03% +1 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,229 $457K 0.03% -1,105 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,214 $455K 0.09% -4 13F-HR/A Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 3,179 $450K 0.27% 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,116 $441K 0.01% +481 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,085 $437K 0.01% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 2,955 $419K 0.15% -1,172 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 2,952 $418K 0.27% -1 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,913 $413K 0.01% -25 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,908 $412K <0.01% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,900 $411K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,804 $397K <0.01% -72 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 2,727 $386K 0.3% -397 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,675 $379K 0.22% -40 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 2,675 $379K 0.03% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,656 $376K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,642 $374K <0.01% +41 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,604 $369K 0.03% -50 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,554 $362K <0.01% 0 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,500 $354K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,464 $349K 0.08% -33 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 2,428 $344K 0.21% +103 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,385 $338K 0.08% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,375 $336K 0.02% -114 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,341 $332K 0.02% -101 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,303 $326K 0.22% -18 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,253 $319K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,171 $308K 0.02% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,140 $303K <0.01% 0 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,140 $303K 0.02% -59 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,125 $301K 0.02% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,115 $300K 0.11% +4 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,088 $296K 0.06% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,066 $293K <0.01% -1,050 13F-HR Timeline Group Nova Wealth Management, Inc. 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