AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,482,698 $368M 2.11% +360,210 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,152,641 $302M 0.02% -104,393 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,129,333 $203M 0.01% +13,659 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,044,442 $150M 0.04% +78,774 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,431,046 $119M 0.02% +287,373 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,502,049 $73.8M 3.81% +466,093 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,389,338 $68.3M 0.32% -15,419 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,258,170 $61.8M 0.02% +104,254 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 720,441 $35.4M 0.87% +39,293 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 708,561 $34.8M 3.92% +175,667 13F-HR Timeline TEXAS TREASURY SAFEKEEPING TRUST CO More: the full row for TEXAS TREASURY SAFEKEEPING TRUST CO 686,991 $33.8M 4.4% 0 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 618,297 $30.4M 0.01% +23,451 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 608,829 $29.9M 0.08% -6,341 13F-HR Timeline Group Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 578,033 $28.4M 7.1% -59,938 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 568,976 $28M 0.07% +33,845 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 477,650 $23.5M 3.94% +124,854 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 454,863 $22.4M 0.03% +86,903 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 434,135 $21.3M 1.2% +16,187 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 412,177 $20.3M 3.5% -4,703 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 349,568 $17.2M 0.77% +196,328 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. 338,711 $16.6M 0.32% +48,959 13F-HR Timeline Group Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 333,038 $16.4M 7.04% +46,374 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 331,127 $16.3M 2.12% +88,429 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 329,935 $16.2M 0.01% +228,499 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 311,639 $15.3M 2.21% -466,722 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 301,115 $14.8M 1.88% -21,757 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 294,483 $14.5M 3.96% +50,638 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 278,899 $13.7M 0.44% -129,975 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 268,116 $13.2M 1.12% +109,944 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 265,300 $13M 4.65% +58,601 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 254,478 $12.5M 0.12% -11,651 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 254,049 $12.5M 8.08% -16,288 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 243,217 $12M 4.02% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 238,708 $11.7M 1.83% +5,120 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 226,462 $11.1M 0.79% +5,297 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 214,268 $10.5M 0.79% +7,361 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 204,226 $10M 6.23% +9,271 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 192,453 $9.46M 3.9% +10,523 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 183,560 $9.02M 0.07% +8,867 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 160,802 $7.9M 2.16% -75,753 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 160,380 $7.88M -4,254 Timeline Auour Investments LLC More: the full row for Auour Investments LLC 158,994 $7.81M 2.49% +16,859 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 148,325 $7.29M 0.01% +4,201 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 146,066 $7.18M 1.92% -6,887 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 136,749 $6.72M 0.01% +44,372 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 127,302 $6.26M 0.01% -68,601 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 125,667 $6.18M 0.01% -971,986 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 117,204 $5.76M 4.9% -1,565 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 116,322 $5.72M 0.01% +8,786 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 113,697 $5.59M 0.59% +4,348 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 111,353 $5.47M 0.01% +98,257 13F-HR Timeline Group Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 110,996 $5.45M 1.27% 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 100,121 $4.92M <0.01% -15,522 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 99,646 $4.9M 1.14% -1,335 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 99,010 $4.87M <0.01% -1,626 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 98,716 $4.85M 1.64% -16,248 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 97,935 $4.81M 1.52% -1,183 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 93,994 $4.62M 0.01% +3,172 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 93,400 $4.59M 0.46% -2,635 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 92,708 $4.56M 0.17% -2,195 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 92,596 $4.55M 0.01% -5,972 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 92,538 $4.55M 4.75% +29,331 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 88,814 $4.36M 0.74% +9,114 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 87,910 $4.32M 1.22% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 85,761 $4.21M 2.17% new 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 84,254 $4.14M 3.5% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 83,204 $4.09M 0.07% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 81,059 $3.98M <0.01% +29,548 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 77,230 $3.8M 1.17% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 67,693 $3.33M 0.07% +6,016 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 66,097 $3.25M 2.07% -187 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 64,826 $3.19M 0.72% -945 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 64,712 $3.18M 0.04% -2,459 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 63,774 $3.13M 0.17% -103 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 63,456 $3.12M 0.34% -2,867 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 62,304 $3.06M 1.64% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 61,956 $3.04M 0.03% +7,305 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 60,711 $2.98M 0.32% +8,420 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 60,347 $2.97M 0.02% +14,195 13F-HR Timeline CLG LLC More: the full row for CLG LLC 57,988 $2.85M 0.71% +34,925 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 57,458 $2.82M 0.01% -29,879 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 55,000 $2.7M 2.1% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 52,576 $2.58M 0.28% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 52,340 $2.57M 0.04% -8,027 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 52,164 $2.56M 0.01% +3,122 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 49,423 $2.43M 1.97% 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 49,091 $2.41M 0.2% +2,353 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 48,797 $2.4M 2.42% +131 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 48,002 $2.36M 0.04% -8,332 13F-HR Timeline Trust Co More: the full row for Trust Co 47,333 $2.33M 0.22% +121 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 46,609 $2.29M 0.03% +11,981 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 46,544 $2.29M 0.11% -27,365 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 43,815 $2.15M <0.01% +11,335 13F-HR/A Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 43,145 $2.12M 0.61% +11,338 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 42,788 $2.1M 0.46% +3,344 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 41,907 $2.06M 0.01% -362 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 41,597 $2.04M 1.41% -2,584 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 41,283 $2.03M 0.24% +2,705 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 40,650 $2M 1.07% +1,053 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 40,464 $1.99M 0.07% +583 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 40,071 $1.97M 1.11% +2 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 38,901 $1.91M 0.05% +61 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 38,585 $1.9M <0.01% -34 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 38,041 $1.87M 0.07% +876 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 36,250 $1.78M 0.13% +1,941 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 36,207 $1.78M 0.02% +10,332 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 35,569 $1.75M 0.09% +11,606 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 35,284 $1.73M 0.58% -2,195 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 33,067 $1.62M 0.07% +3,240 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 31,792 $1.56M <0.01% -34,163 13F-HR/A Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 31,653 $1.56M 0.03% +1,743 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 30,559 $1.5M 0.22% +2,632 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 29,565 $1.45M 0.01% +4,478 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26,172 $1.29M <0.01% +21,153 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 24,212 $1.19M 0.11% -420 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 23,141 $1.14M 0.02% -4,248 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 23,032 $1.13M 0.74% +798 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 22,866 $1.12M 0.04% -6,335 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 22,693 $1.12M <0.01% -99,786 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 21,600 $1.06M 0.29% +337 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 20,785 $1.02M 0.68% -6,642 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,191 $992K 0.06% -92 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 19,897 $978K 0.01% +5,901 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,291 $948K 0.03% +8,303 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 19,291 $948K 0.14% +8,303 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 17,819 $876K 0.16% +2,795 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 17,163 $843K 0.01% 13F-HR/A Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 16,822 $827K 0.13% +180 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 16,665 $819K 0.35% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 16,599 $816K 0.11% 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 16,491 $810K 0.22% +1,941 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16,181 $795K 0.09% -532 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,013 $787K 0.05% -53 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,675 $770K <0.01% -5,019 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,633 $768K 0.02% new 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,900 $732K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,315 $703K 0.02% +1,226 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,846 $680K <0.01% +13,235 13F-HR/A Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 13,248 $651K 0.27% +7,238 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,875 $633K 0.02% -1,245 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12,632 $621K 0.14% +208 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,575 $618K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,565 $617K 0.02% -212 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 12,430 $611K 0.16% 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 11,963 $589K 0.02% new 13F-HR Timeline Group MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 11,127 $547K 0.4% +3,003 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 11,096 $545K 0.05% +265 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,974 $539K <0.01% -5,593 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,805 $531K 0.11% -554 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 10,694 $526K 0.1% -2,506 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,651 $523K 0.01% -2,954 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,501 $516K 0.01% new 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 10,423 $512K 0.21% +165 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,136 $498K 0.07% -565 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,122 $497K 0.03% +4,394 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 9,885 $486K 0.32% +156 13F-HR Timeline Financial Security Advisor, Inc. 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