BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,485,152 $483M 0.04% +99,042 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 518,193 $169M 0.01% +33,356 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 401,731 $131M 0.03% +24,305 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 385,654 $126M 0.01% +9,689 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 347,691 $113M 0.03% +12,684 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 300,357 $97.8M 2.34% +980 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 240,466 $78.3M -45,358 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 201,351 $65.5M 0.05% +10,868 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 179,831 $58.6M 0.02% +30,017 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 171,843 $55.9M 0.02% -6,615 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 131,485 $42.8M 0.05% +9,684 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 112,743 $40.5M 2.01% -339,951 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 96,800 $31.5M 0.01% +785 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 84,238 $27.4M 0.07% +42,956 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 83,293 $27.1M 0.97% +2,980 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 82,353 $26.8M 0.1% -1,287 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 74,322 $24.2M 0.45% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 69,391 $22.6M 0.04% -14,340 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 69,159 $22.5M 0.06% +5,155 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 66,800 $21.7M 0.7% -477 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 64,564 $21M 0.01% -610 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 57,754 $18.8M 0.03% +31,435 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 52,452 $17.1M 1.1% -1,749 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 51,902 $16.9M <0.01% -14,082 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 50,125 $16.3M 0.02% +1,343 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 46,641 $15.2M 0.09% +4,762 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 45,764 $14.9M +1,225 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 41,218 $13.4M 0.03% -211 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 38,575 $12.6M 0.03% -3,655 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 35,138 $11.4M 4.9% -1,441 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 34,704 $11.3M 0.04% +683 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 33,977 $11.1M 0.02% +757 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 33,600 $10.9M 0.01% new 13F-HR Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 33,402 $10.9M 3.75% +69 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 31,833 $10.4M 2.59% -139 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 30,077 $9.77M 5.97% -21 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 28,960 $9.43M 0.27% +1,285 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 28,452 $9.26M 0.29% -13,039 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 27,246 $8.87M 0.03% +23,988 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 25,710 $8.37M 1.36% +987 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 25,487 $8.3M 0.21% -1,547 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 25,300 $8.23M 0.11% 0 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 24,175 $7.87M 1.7% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,543 $7.34M 0.01% +21,227 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 21,531 $7.02M 1.49% +122 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 21,255 $6.92M <0.01% -36,312 13F-HR/A Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 20,995 $6.83M 1.9% +913 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 20,291 $6.6M 2.44% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,199 $6.58M 0.02% -3,478 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 19,944 $6.49M 3.73% +28 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 19,906 $6.48M 0.08% -17,241 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,451 $6.33M 0.01% -1,005 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 18,699 $6.09M 0.04% -1,358 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 17,972 $5.85M 6.06% +65 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 17,447 $5.68M -500 Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,296 $5.63M 0.01% +13,908 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 17,219 $5.6M 0.7% +1,610 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 17,086 $5.56M 0.2% +252 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 16,194 $5.27M 0.39% -440 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 16,000 $5.21M 1.27% -1,346 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 15,585 $5.07M 3.36% +3,666 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 15,478 $5.04M 4.65% +1,037 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 15,144 $4.93M 0.28% +4,841 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,628 $4.76M 0.03% -533 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,435 $4.7M 0.11% +5,308 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 14,344 $4.67M 0.5% +447 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,950 $4.54M 0.07% +6,200 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,851 $4.51M 0.12% -633 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,851 $4.51M 0.04% +712 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 13,179 $4.29M 0.44% +129 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 13,036 $4.24M 0.01% +10,074 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 51,733 $4.24M 0.11% -40,967 13F-HR Timeline Group Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 12,900 $4.2M 2.49% +2,251 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,810 $4.17M 1.07% -423 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 12,354 $4.15M 0.21% -1,531 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 12,613 $4.11M 0.38% -7 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,519 $3.75M 0.01% +32 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 11,289 $3.67M 2.32% -10,101 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,810 $3.52M <0.01% +206 13F-HR Timeline Group Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 10,737 $3.5M 0.97% -1,980 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,383 $3.38M 0.32% +137 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,215 $3.33M <0.01% +2,144 13F-HR/A Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,918 $3.31M -338 Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 9,990 $3.25M 0.25% +1,741 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,577 $3.12M 0.05% +176 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,447 $3.08M 0.04% +4,277 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 9,397 $3.06M 0.57% -98 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,951 $2.91M <0.01% -268 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 8,885 $2.89M 0.02% -229 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,798 $2.86M 0.09% +7,251 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,764 $2.85M <0.01% +154 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,662 $2.82M <0.01% -589 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 8,628 $2.81M 0.09% -408 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,591 $2.8M 1.35% +931 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,535 $2.78M <0.01% +7,339 13F-HR Timeline Group AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 8,526 $2.78M 0.89% +129 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 8,269 $2.69M 1.25% +105 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,130 $2.65M 0.11% -1,057 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,963 $2.59M 0.21% +1,056 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,923 $2.58M <0.01% +4,147 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 7,782 $2.53M 1.6% -5,840 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,635 $2.49M 0.04% -8,480 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 7,545 $2.46M 0.79% +38 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,477 $2.43M 0.04% -73 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 7,320 $2.38M 0.77% -159 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 6,535 $2.34M 0.59% -4,087 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,066 $2.3M 0.21% +874 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 6,917 $2.25M 0.13% +313 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 6,900 $2.25M -131 Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 6,721 $2.19M 0.77% +16 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,650 $2.16M 0.03% -3,498 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,589 $2.14M 0.07% -247 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,526 $2.12M <0.01% +4,127 13F-HR/A Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,200 $2.02M <0.01% +5,000 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,199 $2.02M 0.01% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,064 $1.97M 0.06% -164 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 5,797 $1.89M -6,464 Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,720 $1.86M 0.02% +145 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,682 $1.85M 0.03% +97 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,582 $1.82M 0.14% -56 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,482 $1.78M 0.13% +5,018 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 5,372 $1.77M 0.21% -4,898 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,375 $1.75M 0.01% +2 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 5,290 $1.72M <0.01% -374 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 5,282 $1.72M 0.01% -2,186 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,234 $1.7M 0.08% -19 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,118 $1.67M 0.02% -3 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,947 $1.61M +179 Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,750 $1.56M 0.01% +378 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,772 $1.55M 0.28% -40 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,694 $1.53M 0.05% +270 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,569 $1.49M 0.67% -3 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,553 $1.48M 0.05% +122 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,446 $1.45M 0.02% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,441 $1.45M 0.01% +1,480 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,402 $1.43M 0.89% +54 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,394 $1.43M 0.02% 0 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,364 $1.42M 0.1% +6 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,358 $1.42M 1.14% -5 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,326 $1.41M 0.04% +1 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,317 $1.41M 0.01% +667 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 4,308 $1.4M 0.91% 0 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 4,230 $1.38M 0.03% +1,396 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 4,208 $1.37M 0.56% +666 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,148 $1.35M <0.01% -167 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,035 $1.31M 0.85% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,940 $1.28M 0.01% +2,333 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 3,940 $1.28M 0.01% +2,333 13F-HR/A Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,901 $1.27M 0.1% -36 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,866 $1.26M 0.03% +1,603 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,805 $1.24M 0.02% +282 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,801 $1.24M 0.47% -1,591 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,794 $1.23M 0.11% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,790 $1.23M 0.01% -604 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,746 $1.22M 0.09% +6 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,710 $1.21M <0.01% +262 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,661 $1.19M 0.15% -69 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,659 $1.19M 0.65% +1 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,639 $1.18M 0.54% -40 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,523 $1.15M 0.32% +69 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,498 $1.14M 0.01% -42 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,476 $1.13M <0.01% +40 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,464 $1.13M 0.06% +132 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,409 $1.11M 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,331 $1.08M <0.01% +15 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,313 $1.08M 0.02% -289 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 3,304 $1.08M 1.04% -5 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,102 $1.01M 0.03% +1,280 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,062 $997K <0.01% 0 13F-HR/A Timeline Group HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,037 $989K 0.46% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,037 $989K 0.1% +448 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,028 $986K <0.01% +81 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,997 $976K 0.32% +312 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 2,936 $956K <0.01% -54 13F-HR Timeline Group Dentgroup LLC More: the full row for Dentgroup LLC 2,901 $944K 0.71% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,893 $942K 0.06% +140 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 2,817 $917K 0.4% -966 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,796 $910K 0.03% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,787 $907K 0.01% -1,342 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,769 $901K 0.03% +91 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,752 $896K 0.01% +6 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,749 $895K 0.35% -312 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,744 $893K 0.01% -28 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,732 $889K 0.05% 0 13F-HR Timeline J.W. 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More: the full row for Tradewinds, LLC. 2,457 $800K 0.23% -33 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,441 $795K <0.01% -602 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,422 $788K 0.5% -230 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,407 $783K 0.15% +6 13F-HR Timeline