LPL Financial LLC More: the full row for LPL Financial LLC 3,821,433 $360M 0.11% +388,271 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/ 1,858,812 $175M 0.01% +19,194 13F-HR/A Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,173,588 $111M 0.21% -134,036 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 953,998 $90M 0.02% -45,349 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 773,848 $73M <0.01% +56,883 13F-HR/A Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 660,330 $62.3M 1.13% -8,754 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 499,189 $47.1M 3.17% +22,204 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 801,537 $41.9M 0.6% +801,351 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 442,284 $41.6M 0.06% +155,366 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 421,859 $39.8M 4.1% +7,961 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 405,726 $38.3M 0.04% +101,491 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 359,898 $33.9M 0.01% -15,601 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 353,884 $33.4M 0.04% -11,209 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 331,267 $31M 1.16% +46,223 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 326,796 $30.8M 2.09% +8,516 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 324,268 $30.6M 0.19% -5,818 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 323,431 $30.5M 0.01% +6,585 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 320,243 $30.2M 0.22% +12,285 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 292,254 $27.6M 0.79% +20,974 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 248,136 $23.4M 0.01% +508 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 247,057 $23.3M 0.98% +5,237 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 237,506 $22.4M 0.03% -5,954 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 225,180 $21.2M 3.86% +2,812 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 223,028 $21M 0.03% +16,318 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 234,829 $20.8M 2.3% +60,362 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 250,745 $19.6M 16.16% -3,902 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 204,487 $19.3M 0.97% -359 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 199,619 $18.8M 2.83% +7,789 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 192,401 $18.1M 0.01% -9,065 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 192,381 $18.1M 0.62% +12,272 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 181,215 $17.1M 0.04% +2,078 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 176,443 $16.6M 3.79% +4,857 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 171,129 $16.1M 0.05% -17,850 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 164,205 $15.5M 3.16% +10,273 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 150,188 $14.1M 0.01% +19,396 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 149,341 $14.1M -20,783 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 136,714 $12.9M 0.06% -4,372 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 136,550 $12.9M 1.77% +22,651 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 133,729 $12.6M 5.7% +1,347 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 125,836 $11.9M +1,520 Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 124,143 $11.7M 3.78% +3,346 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 123,894 $11.7M 0.56% -6,947 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 119,524 $11.3M 0.02% -4,703 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 118,205 $11.1M 0.7% -13,187 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 115,452 $10.9M 1.33% +37,983 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 111,227 $9.93M 4.36% -1,981 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. 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More: the full row for Financial Security Advisor, Inc. 60,988 $5.75M 1.22% -1,258 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 59,575 $5.62M 2.64% +8,211 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 58,241 $5.49M <0.01% +5,222 13F-HR Timeline Group Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 57,583 $5.43M 2.45% -254 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 57,307 $5.4M 0.45% +9,910 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 57,159 $5.39M 3.73% -880 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 56,954 $5.37M <0.01% -9,199 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 56,150 $5.3M 0.6% -4,151 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 53,768 $5.07M 0.59% -1,283 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 53,560 $5.05M 2.44% -880 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 52,988 $5M 0.08% +593 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 51,299 $4.84M 0.96% -7,966 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 50,547 $4.77M 1.63% -116 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 50,544 $4.77M 2.58% -1,510 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 50,390 $4.75M 0.23% -6,609 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 50,111 $4.73M 2.01% +1,352 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 49,810 $4.7M 1.08% +950 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 48,219 $4.55M 0.09% +808 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 47,073 $4.44M 0.53% +1,482 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 46,627 $4.4M 0.11% -621 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 45,101 $4.25M 0.09% -158 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 44,629 $4.21M 2.01% +9,790 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 44,505 $4.2M 2.5% -342 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 43,804 $4.13M 0.03% +12,198 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 42,687 $4.03M 0.65% +1,797 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 41,199 $3.89M 0.32% +3,102 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 40,111 $3.78M <0.01% -3,405 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 38,249 $3.61M <0.01% -22,981 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 37,368 $3.57M 0.09% +2,331 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 37,332 $3.52M 0.02% -1,120 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 36,806 $3.47M 0.14% -3,550 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 36,227 $3.42M <0.01% -6,194 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 35,706 $3.37M 1.56% -2,794 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 35,273 $3.33M 0.01% -24,622 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 35,095 $3.31M 0.39% +5,760 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 33,898 $3.2M 0.62% -861 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 33,712 $3.18M 0.19% +747 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 32,714 $3.08M 0.09% +4,154 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 32,558 $3.07M 0.07% +370 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 32,464 $3.06M 0.34% +257 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 32,056 $3.02M 0.55% +5 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 31,401 $2.96M 0.02% +1,239 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 31,314 $2.95M 1.54% -939 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 30,950 $2.92M 0.06% -2,537 13F-HR/A Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 30,071 $2.84M 2.12% +1,042 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 29,647 $2.8M 2.41% -2,381 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 29,463 $2.78M 0.23% -2,812 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 29,259 $2.76M 1.14% +1,960 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 29,077 $2.74M 0.01% +1,307 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 28,753 $2.71M 0.1% +2,385 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 28,032 $2.64M 0.87% +1,464 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 26,985 $2.54M 0.13% -1,885 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 26,968 $2.54M 0.17% +179 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 26,529 $2.5M 0.09% +6,469 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 26,195 $2.47M 0.99% +112 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 25,170 $2.37M 0.08% -1,429 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 24,992 $2.36M 0.03% +782 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 24,875 $2.35M 0.33% -30,853 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 24,464 $2.31M 1.71% +1,741 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 24,015 $2.26M 1.15% +1,852 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 23,932 $2.26M 0.06% +815 13F-HR Timeline Collier Financial More: the full row for Collier Financial 23,055 $2.17M 1.64% 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 22,968 $2.17M 0.19% -702 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 21,640 $2.04M 1.02% -234 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 21,318 $2.01M 0.11% +1,817 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 20,974 $1.98M 0.01% -3,101 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20,958 $1.98M 0.15% -413 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 20,883 $1.97M 1.64% -279 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 20,850 $1.97M 1.26% +1,044 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 20,661 $1.95M 0.72% -627 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 20,535 $1.94M 0.01% +4,270 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 20,502 $1.93M 0.56% -465 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 20,314 $1.92M 1.64% -195 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 21,543 $1.91M 0.16% +96 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 19,866 $1.87M 0.68% +491 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 19,565 $1.85M 1.6% +701 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 19,307 $1.82M <0.01% +1,979 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 19,276 $1.82M 0.1% +9,837 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 18,688 $1.76M 0.7% -1,041 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 18,508 $1.75M 0.3% +25 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 18,404 $1.74M 0.04% -1,754 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 18,341 $1.73M 0.26% -230 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 18,196 $1.72M +1,065 Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 18,137 $1.71M 0.39% -49,427 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 18,070 $1.7M 0.24% -754 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,024 $1.7M 0.07% +428 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 17,927 $1.69M 0.14% +195 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 17,835 $1.68M 0.28% +146 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 17,695 $1.67M 0.19% -309 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 16,514 $1.56M 0.39% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 16,377 $1.54M 0.46% -53 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 15,637 $1.47M 0.13% -757 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,517 $1.46M 0.03% -270 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,498 $1.46M 0.01% -2,131 13F-HR/A Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 15,484 $1.46M +7,315 Timeline Friday Financial More: the full row for Friday Financial 15,282 $1.44M 0.6% +2,897 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 14,440 $1.36M 0.01% -52 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 14,383 $1.36M 0.19% +371 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 14,317 $1.35M 1.8% -463 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 14,158 $1.34M 0.58% +404 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 13,931 $1.31M 0.24% -111 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,724 $1.29M 0.01% +5,539 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 13,259 $1.25M 0.03% +352 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 12,923 $1.22M 0.12% -13 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 12,835 $1.21M 0.95% -1,815 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,702 $1.2M <0.01% new 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 12,503 $1.18M -4 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 12,403 $1.17M <0.01% +500 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 12,337 $1.16M 0.04% -210 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 11,900 $1.12M 0.41% -524 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 11,829 $1.12M 0.97% +1,327 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 11,769 $1.11M 0.28% -6,349 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 11,674 $1.1M 0.35% +899 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,553 $1.09M 0.14% +326 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 11,517 $1.09M 0.37% -8,317 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,365 $1.07M <0.01% +3,337 13F-HR/A Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,266 $1.06M 0.05% +130 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 11,020 $1.04M 0.27% +531 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,813 $1.02M 0.07% +5,704 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,728 $1.01M 0.04% -3,452 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,702 $1.01M 0.05% -228 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,536 $994K 0.01% +5,704 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,507 $991K 0.07% -885 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,699 $915K 0.03% -4,270 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,604 $906K 0.01% +2,827 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 9,349 $882K 0.6% -2 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,296 $877K 0.19% -520 13F-HR Timeline