JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,432,239 $890M 0.07% -30,753 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 742,925 $272M 0.03% +113,134 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 704,857 $258M 0.02% -12,686 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 549,544 $201M 0.05% +6,726 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 512,209 $187M 0.08% +19,317 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 345,964 $127M 0.03% -52,052 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 263,212 $96.4M 0.16% -5,068 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 262,302 $96M 0 Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 168,935 $61.8M 14.83% +624 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 159,709 $58.5M 0.01% +5,204 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 156,264 $57.2M 1.6% +21,419 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 153,569 $56.2M 0.09% -1,710 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 141,693 $52M 0.12% +7,406 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 124,739 $45.7M +118,248 Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 118,667 $43.4M 6.52% +240 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 118,083 $43.2M 1.95% +4,222 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 103,623 $37.9M 0.01% 13F-HR/A Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 101,963 $37.3M 10.06% -1,715 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 97,720 $35.8M 0.05% +946 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 97,075 $35.5M 0.12% +8,037 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 95,025 $34.8M +1,432 Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 88,308 $32.3M 10.85% +1,947 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 83,741 $30.7M 3.17% +14,572 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 80,336 $29.4M 0.01% +4,752 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 79,562 $29.1M 0.28% -1,906 13F-HR Timeline Group Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 78,191 $28.6M 26.22% 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 75,498 $27.6M 0.06% -125 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 75,444 $27.6M 0.04% +1,879 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 66,532 $24.4M <0.01% +5,812 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 62,370 $24M 2.73% -69 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 63,411 $23.2M 0.13% +779 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 54,727 $20M 0.06% -1,413 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 53,680 $19.7M 0.35% +4,269 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 52,083 $19.1M 1.34% +24 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 48,140 $17.6M 4.17% -987 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 47,509 $17.4M 10.32% +3,196 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 45,521 $16.7M 0.86% -793 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 45,415 $16.6M 5.46% 0 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 40,100 $14.7M 0.03% -61,900 13F-HR Timeline Group Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 37,598 $13.8M 12.62% 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 37,481 $13.7M 0.15% +13,122 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 36,992 $13.5M 0.01% +10,059 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 35,551 $13M 0.26% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 35,391 $13M 0.02% +60 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 34,559 $12.7M 4.2% -3,323 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 33,551 $12.3M +555 Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 33,456 $12.2M 1.65% +990 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 32,295 $11.8M 0.02% +18,162 13F-HR/A Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 31,428 $11.5M 0.38% +36 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 29,926 $11M 1.36% -133 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 28,094 $10.3M 0.04% -2,163 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 27,610 $10.1M 0.1% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 26,889 $9.94M 0.29% -103 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,003 $9.15M 0.01% +3,349 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 23,693 $8.67M +3,216 Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 22,258 $8.48M 1.06% +6 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 22,081 $8.08M 0.08% +10,479 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,800 $7.98M 0.77% +79 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,691 $7.94M 0.06% -205 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 21,593 $7.9M 0.02% -475 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 21,183 $7.75M 6.75% -241 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 20,302 $7.43M 0.69% +303 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 20,222 $7.4M <0.01% +4,577 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 19,811 $7.25M 0.87% +7 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 18,650 $7.14M 2.78% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,244 $7.04M 0.02% +3,108 13F-HR Timeline Group Belvedere Trading LLC More: the full row for Belvedere Trading LLC 19,208 $7.03M 0.53% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 19,037 $6.97M 0.01% +3,710 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 18,389 $6.73M 1.36% -386 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 18,923 $6.53M 2.16% +6,826 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 17,615 $6.45M 0.21% -125 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 17,012 $6.42M 0.04% -1,025 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,236 $6.31M 0.01% +11,723 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 16,291 $5.96M 0.01% +2,096 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,898 $5.82M 0.01% +66 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 15,718 $5.75M 0.73% -480 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,523 $5.68M 0.03% +2,730 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,367 $5.63M 0.07% +1,415 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 14,812 $5.42M 0.01% -735 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 14,716 $5.39M 0.41% 0 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 14,700 $5.38M 10.26% -6,100 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,697 $5.38M 0.06% +1,568 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 14,287 $5.23M 0.51% -119 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 14,035 $5.14M 0.28% +3 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 13,766 $5.04M 0.1% -128 13F-HR Timeline Group AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 13,710 $5.02M 2.71% 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 13,079 $4.79M 0.69% +2 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 12,326 $4.55M 0.49% -12,206 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 12,368 $4.53M 0.02% +3,600 13F-HR/A Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 12,340 $4.52M 4.28% 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 12,020 $4.4M 2.37% -30 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,368 $4.16M 0.13% -97 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,250 $4.12M 0.06% -899 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 10,996 $4.03M 1.65% -1,575 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,433 $3.82M 0.21% -125 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,411 $3.81M 0.15% +195 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,400 $3.81M 0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,224 $3.74M 0.07% +18 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,207 $3.74M 0.14% +179 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 10,071 $3.69M 1.06% -930 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 10,140 $3.65M 0.02% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,771 $3.58M 0.01% -398 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,745 $3.57M 0.04% +1,218 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 9,693 $3.55M 1.43% +1,047 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 9,537 $3.49M 0.55% new 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 9,174 $3.36M 0.82% -1,236 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 8,957 $3.28M 0.58% -5 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 8,881 $3.25M 0.35% -26 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 8,842 $3.24M 0.24% +8,000 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,616 $3.15M 0.03% -18 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 8,551 $3.13M 2.92% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,502 $3.11M 0.05% -31 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,120 $2.97M <0.01% +16 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 8,099 $2.96M 0.18% -644 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,704 $2.82M 0.1% +4,351 13F-HR Timeline Group Adero Partners, LLC More: the full row for Adero Partners, LLC 7,590 $2.78M 0.18% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,315 $2.68M 0.02% +3,606 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 7,083 $2.59M 0.85% +333 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,039 $2.58M 0.02% +2,179 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,878 $2.52M 0.21% +84 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 6,809 $2.49M 1.71% +280 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,771 $2.48M 0.06% -16,063 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,663 $2.44M 0.02% +18 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. 6,539 $2.39M 0.05% +5,155 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,493 $2.38M 0.22% -35 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,275 $2.3M 0.08% +397 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 6,282 $2.29M <0.01% -79 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,858 $2.14M <0.01% +2,066 13F-HR Timeline Group HTLF Bank More: the full row for HTLF Bank 5,814 $2.13M 0.24% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,807 $2.13M 0.1% -193 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,793 $2.12M 0.03% +14 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,770 $2.11M <0.01% +1,328 13F-HR Timeline Group Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 5,767 $2.11M 1.09% +269 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 5,752 $2.11M 0.82% -241 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,606 $2.05M <0.01% -4 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,538 $2.03M 0.13% 0 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 5,531 $2.02M 0.63% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,162 $1.89M 0.01% -27,582 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,096 $1.87M 0.52% -640 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,034 $1.84M 0.02% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,940 $1.81M 0.03% -50 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,751 $1.77M 0.02% +2,645 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,713 $1.73M 0.01% -8,845 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,702 $1.72M <0.01% +907 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 4,636 $1.7M 1.1% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,559 $1.67M 0.1% +57 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,510 $1.65M 0.1% +73 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,469 $1.64M 0.08% -27 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,465 $1.63M 0.12% +907 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,456 $1.63M 0.04% +512 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 4,455 $1.63M 0.9% -495 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,432 $1.62M 0.02% +2,793 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 4,432 $1.62M 0.02% +2,793 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 4,418 $1.62M 0.71% 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,230 $1.59M 0.71% -494 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 4,100 $1.55M 0.94% -53 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,015 $1.54M 0.01% +2,438 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,141 $1.52M <0.01% -2,668 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,110 $1.5M 0.74% -2,977 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,029 $1.47M <0.01% -1,038 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,992 $1.46M 0.01% 0 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 3,976 $1.46M 0.51% 0 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 3,974 $1.45M 1.51% 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,938 $1.44M 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,889 $1.42M 0.04% +1,386 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,785 $1.39M 0.36% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,777 $1.38M 0.08% +352 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 3,737 $1.37M +44 Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,725 $1.36M <0.01% +55 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,678 $1.35M 0.08% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,613 $1.32M 0.02% +349 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,556 $1.3M 1.14% -25 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,531 $1.29M 1.09% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,474 $1.27M 0.01% +1,623 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,461 $1.27M 0.79% -84 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,641 $1.26M 0.16% -8 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,434 $1.26M 0.11% +9 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,402 $1.25M 0.08% +121 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,399 $1.24M 0.02% +1,446 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 3,367 $1.23M 0.08% +1,750 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 3,348 $1.23M 1.37% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,262 $1.19M 0.39% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,213 $1.18M <0.01% +493 13F-HR Timeline Group NRI Wealth Management LC More: the full row for NRI Wealth Management LC 3,208 $1.17M 0.81% 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,055 $1.13M 0.19% -36 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,079 $1.13M 0.21% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,029 $1.11M 0.19% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,952 $1.08M <0.01% +2 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,938 $1.08M 1.17% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,916 $1.07M 0.03% +47 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 2,914 $1.07M +370 Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,903 $1.06M 0.17% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,854 $1.04M 0.01% +1,361 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,787 $1.02M 0.34% +7 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,771 $1.01M <0.01% -65 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,714 $994K 0.08% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,706 $991K 0.01% -730 13F-HR/A Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,568 $988K 0.36% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,692 $986K <0.01% -880 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,690 $985K 0.01% +40 13F-HR Timeline