JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,347,476 $785M 0.06% -84,763 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 751,290 $251M 0.02% +46,433 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/ 571,358 $191M 0.02% -171,567 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 549,635 $184M 0.04% +91 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 495,030 $166M 0.06% -17,179 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 350,807 $118M 0.03% +4,843 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 297,617 $99.5M +35,315 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 238,844 $79.9M 0.13% -24,368 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 183,036 $61.2M 1.69% +26,772 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 177,251 $59.3M 14.37% +8,316 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 170,916 $57.2M 0.01% +11,207 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 163,986 $55M 0.12% +22,293 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 158,384 $53M 0.09% +4,815 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 128,336 $42.9M +3,597 Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 122,874 $41.1M 1.86% +4,791 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 109,814 $36.7M 0.01% +6,191 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 103,914 $34.8M 9.31% +1,951 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 101,342 $33.9M 5.36% -17,325 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 95,415 $31.9M 0.04% -2,305 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 95,037 $31.8M +12 Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 88,933 $29.7M 3.11% +5,192 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 87,873 $29.4M 0.1% -9,202 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 85,407 $28.6M 0.27% +5,845 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 84,434 $28.2M 9.07% -3,874 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 78,265 $26.2M 24.88% +74 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 74,759 $25M 0.01% -5,577 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 74,246 $24.8M 0.04% -1,198 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 70,122 $23.5M <0.01% +3,590 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 67,324 $22.5M 0.14% +3,913 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 65,759 $22M 1.15% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 61,720 $21.4M 2.5% -650 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 62,490 $20.9M +38,797 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 54,405 $18.2M 0.05% -322 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 53,815 $18M 1.29% +1,732 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 53,653 $17.9M 0.27% -27 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 53,510 $17.9M 0.03% -21,988 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 51,181 $17.1M 9.78% +3,672 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 48,515 $16.2M 3.85% +375 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 46,300 $15.5M 0.03% +6,200 13F-HR Timeline Group ArchPoint Investors More: the full row for ArchPoint Investors 45,415 $15.2M 4.99% 0 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 44,928 $15M 0.02% +9,537 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 43,110 $14.4M 0.69% -2,411 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 39,170 $13.1M 11.09% +1,572 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 38,183 $12.8M 0.8% +30,084 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 38,129 $12.8M 0.01% +1,137 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 37,838 $12.7M 4.12% +3,279 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 35,552 $11.9M 0.24% +1 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 33,778 $11.3M +227 Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 33,545 $11.2M 1.51% +89 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 32,945 $11M 0.03% +11,352 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 31,686 $10.6M 1.3% +1,760 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 29,557 $9.89M 0.02% -2,738 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 29,075 $9.72M 0.03% +981 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 26,036 $9.53M 3.1% +7,113 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 27,610 $9.23M 0.06% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 27,110 $9.07M 0.28% -4,318 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 26,513 $8.87M 0.11% +4,432 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 25,717 $8.58M 0.01% +6,680 13F-HR/A Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 23,620 $8.01M 0.23% -3,269 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,501 $7.86M 0.24% +13,090 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 22,294 $7.46M 0.01% -2,709 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 22,110 $7.4M 0.9% -148 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,779 $7.28M 0.71% -21 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,305 $7.13M 0.06% -386 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 20,343 $6.8M 0.05% +3,331 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 19,816 $6.63M 0.87% +5 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 19,756 $6.61M 0.04% +10,011 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,730 $6.6M 0.02% +486 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 19,713 $6.59M 0.66% -589 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 19,521 $6.53M <0.01% -701 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 18,543 $6.2M 0.21% +928 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 17,966 $5.92M 3.1% -684 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,601 $5.89M 0.01% +16,860 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,029 $5.7M 0.01% +1,131 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 17,021 $5.69M 0.66% -1,368 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,449 $5.5M 0.01% +158 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 16,185 $5.41M 0.07% -21,296 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 16,008 $5.35M 0.07% +641 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,584 $5.21M 0.03% +61 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,583 $5.21M 0.06% +886 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 15,533 $5.2M 0.74% +2,454 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 14,801 $4.95M 0.01% -11 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 14,777 $4.94M 0.67% -941 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 14,716 $4.92M 0.39% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 14,307 $4.79M 0.49% +20 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 13,923 $4.66M 0.25% -112 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 13,775 $4.61M 0.09% +9 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 13,050 $4.37M 0.02% +682 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,974 $4.34M 0.14% +1,606 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 12,709 $4.25M 3.65% -8,474 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 12,570 $4.2M 1.74% +1,574 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 12,147 $4.06M 0.08% +1,923 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 11,756 $3.97M 0.47% -570 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,714 $3.92M 0.06% +3,212 13F-HR Timeline Group Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 11,650 $3.9M 4.23% -690 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 11,585 $3.87M 2.12% -435 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 11,402 $3.81M 1.55% +1,709 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 11,133 $3.72M 2.15% -2,577 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 10,567 $3.53M 0.04% +5,816 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,366 $3.47M 0.13% +159 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,054 $3.36M 0.19% -379 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 9,906 $3.31M 3.01% +1,355 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,886 $3.31M 0.04% +1,270 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 9,837 $3.29M 0.53% +300 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,763 $3.29M 0.08% +8,787 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,776 $3.27M 0.01% +5 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 9,668 $3.23M 0.87% -403 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 9,499 $3.18M 0.02% +2,460 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 8,969 $3M 0.55% +12 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 8,796 $2.94M 0.31% -85 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,332 $2.87M 0.12% +628 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,521 $2.85M 0.04% -2,729 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 8,387 $2.81M 1.18% +8,000 13F-HR/A Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,187 $2.74M <0.01% +67 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,106 $2.71M 0.06% +1,567 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,842 $2.62M 0.22% -1,000 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 7,604 $2.54M 0.17% +14 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 7,600 $2.54M 5.79% -7,100 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,174 $2.4M 0.11% +1,367 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,188 $2.39M 0.01% +3,159 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,077 $2.37M 1.54% +268 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,072 $2.37M 0.08% +797 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 7,057 $2.36M 0.79% -26 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,949 $2.32M 0.12% +2,390 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% 0 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,713 $2.25M 0.02% +50 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,666 $2.23M 0.17% +3,988 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,631 $2.22M 0.21% +138 13F-HR Timeline Group COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 6,625 $2.22M 2.03% new 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 6,603 $2.21M <0.01% +833 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 6,299 $2.11M +3,681 Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,205 $2.08M 0.17% -673 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 6,048 $2.02M 1.04% +281 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,864 $1.96M <0.01% +6 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,779 $1.93M 0.03% -14 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 5,752 $1.92M 0.75% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,635 $1.88M <0.01% +29 13F-HR Timeline Group Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 5,531 $1.85M 0.6% 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. 5,421 $1.81M <0.01% +2,208 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,319 $1.78M 0.04% +863 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,252 $1.76M 0.51% +156 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,168 $1.73M 0.01% +6 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,137 $1.72M 0.01% +2,283 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,042 $1.69M <0.01% -12,194 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,034 $1.68M 0.02% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,940 $1.65M 0.02% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,885 $1.63M <0.01% +183 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,678 $1.56M 0.07% +2,066 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,615 $1.54M 0.09% -923 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 4,614 $1.54M 1.05% -22 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,602 $1.54M 0.09% +92 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,482 $1.5M 0.04% +593 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 4,418 $1.48M 0.7% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,418 $1.48M 0.07% -51 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,281 $1.46M 0.09% +504 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 4,208 $1.41M 0.17% +1,792 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,164 $1.39M 0.67% -66 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,084 $1.37M 0.08% +406 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 4,060 $1.36M 1.36% +86 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,056 $1.36M 0.01% +1,350 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,036 $1.35M 0.01% +21 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,028 $1.35M 0.01% -3,287 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 4,021 $1.35M 0.46% +45 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,997 $1.34M 0.01% +5 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,641 $1.33M 0.16% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,938 $1.32M 0.02% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,844 $1.29M 0.09% +1,767 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,790 $1.27M 0.02% +391 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,785 $1.27M 0.31% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,965 $1.26M 0.07% +3,340 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,759 $1.26M 0.01% +146 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 3,727 $1.25M 0.81% -373 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,697 $1.24M 0.01% new 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,675 $1.23M <0.01% -50 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 3,630 $1.21M 0.09% +263 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,556 $1.19M 1.02% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,525 $1.18M 0.87% -6 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,486 $1.17M 0.01% +12 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 3,493 $1.16M -244 Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,424 $1.15M 0.05% new 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,412 $1.14M 0.81% -49 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,400 $1.14M 0.09% +1,723 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,383 $1.13M 0.01% -1,330 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,364 $1.13M 0.1% -1,101 13F-HR/A Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 3,307 $1.11M 0.9% -41 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,283 $1.1M <0.01% +591 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,262 $1.09M 0.36% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,209 $1.07M 0.1% -225 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,154 $1.05M 0.06% -248 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,132 $1.05M +218 Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,126 $1.05M 0.4% +558 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,124 $1.04M <0.01% +1,436 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,079 $1.03M 0.19% 0 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 3,014 $1.02M 0.55% -1,441 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,029 $1.01M 0.18% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,888 $966K 0.03% +286 13F-HR/A Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,878 $963K 0.17% -177 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,845 $952K <0.01% -107 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,791 $934K 0.31% +4 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,790 $933K <0.01% +19 13F-HR Timeline