JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,269,714 $900M 0.06% -77,762 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 766,213 $304M 0.02% +14,923 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/ 592,989 $235M 0.02% +21,631 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 588,312 $233M 0.05% +38,677 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 517,669 $205M 0.07% +22,639 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,750,577 $154M 7.12% +1,747,423 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 324,661 $129M +27,044 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 305,873 $122M 0.03% -44,934 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 244,591 $97M 0.13% +5,747 13F-HR/A Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 206,087 $81.7M 2.01% +23,051 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 200,200 $79.4M 0.14% +153,900 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 196,190 $77.8M 0.02% +25,274 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 188,768 $75M 0.13% +24,782 13F-HR/A Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 177,341 $70.3M 9.73% +90 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 160,277 $63.6M 0.09% +1,893 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 138,928 $55.1M +10,592 Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 132,618 $52.6M 2.14% +9,744 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 124,782 $49.5M 0.02% +14,968 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 106,652 $42.3M 11.28% +2,738 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 104,876 $41.6M 0.07% +99,012 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 94,679 $37.5M -358 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 94,042 $37.3M 0.11% +6,169 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 93,102 $36.9M 0.05% -2,313 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 92,643 $36.7M 3.22% +3,710 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 92,247 $36.6M 0.3% +6,840 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 85,811 $34M 10.04% +1,377 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 77,993 $30.9M 27.05% -272 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 73,670 $29.2M 0.01% -1,089 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 72,223 $28.6M 0.04% -2,023 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 71,112 $28.2M 0.15% +3,788 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 70,494 $28M +8,004 Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 65,581 $26M 1.24% -178 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 62,580 $24.8M 2.66% +860 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 60,539 $24M <0.01% -9,583 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 55,642 $22.1M 0.03% +10,714 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 55,483 $22M 1.37% +1,668 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 55,035 $21.8M 10.76% +3,854 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 54,100 $21.5M 0.06% -305 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 53,662 $21.3M 0.24% +9 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 52,619 $20.9M 0.04% -891 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 45,589 $18.1M 4.02% -2,926 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 45,415 $18M 5.29% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 44,532 $17.7M 0.08% +16,922 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 41,947 $16.6M 0.67% -1,163 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 40,886 $16.2M 0.01% +2,757 13F-HR Timeline Group Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 39,932 $15.8M 12.03% +762 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 38,668 $15.3M 4.44% +830 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 36,204 $14.4M +2,426 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 36,120 $14.3M 0.13% +9,607 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 35,424 $14M 0.24% -128 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 33,898 $13.4M 3.73% +7,862 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 33,573 $13.3M 0.01% +7,856 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 32,790 $13M 1.55% +1,104 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 32,605 $12.9M 1.52% -940 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 32,038 $12.7M 0.04% +2,963 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 192,781 $12.6M 3.26% 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 33,700 $12.6M 0.02% new 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 30,482 $12.1M 0.03% -2,463 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,649 $11.5M 0.02% -908 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,919 $10.7M 0.01% +4,625 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,409 $10.5M 0.22% +2,908 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 25,943 $10.3M 0.17% +12,168 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 25,175 $9.98M 0.06% +20,038 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,595 $8.87M 0.22% -2,025 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 22,057 $8.75M 0.96% -53 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,751 $8.63M 0.76% -28 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 21,303 $8.45M 1.82% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 20,949 $8.31M 0.06% -356 13F-HR/A Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 20,304 $8.07M 0.22% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 19,952 $7.91M <0.01% +431 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 19,819 $7.86M 0.92% +3 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 19,713 $7.82M 0.68% 0 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,486 $7.73M 0.05% -857 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 18,737 $7.43M 0.01% +2,288 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 18,726 $7.43M 0.64% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,713 $7.42M 0.02% -1,017 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,292 $6.86M 0.01% +263 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 16,506 $6.55M 0.15% +321 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,490 $6.54M 0.03% +906 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,418 $6.51M 0.04% -3,338 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,504 $6.15M 0.07% -79 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 15,359 $6.09M 0.21% new 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 17,966 $6M 2.83% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 14,969 $5.94M 0.76% -564 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 14,882 $5.9M 0.53% +575 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 14,521 $5.76M 0.39% -195 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 14,478 $5.74M 0.72% -299 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 14,039 $5.57M 0.28% +116 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 13,996 $5.55M 0.07% -2,012 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 13,902 $5.51M 1.01% -3,119 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,198 $5.23M 0.07% +1,484 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 12,703 $5.04M 0.02% -347 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 12,570 $4.98M 1.88% 0 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 12,229 $4.85M 3.91% -480 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 11,996 $4.76M 4.95% +346 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,990 $4.75M <0.01% +3,803 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 11,937 $4.73M 0.01% -2,864 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 11,848 $4.7M 0.26% -26,335 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,668 $4.63M 0.14% -1,306 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 11,203 $4.45M 0.47% -553 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 11,174 $4.43M 0.09% -973 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 10,904 $4.32M 1.59% -498 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,858 $4.31M 0.14% +492 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,607 $4.21M 0.02% +831 13F-HR Timeline Group R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 10,397 $4.12M 2.34% -1,188 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,302 $4.09M 0.03% -265 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 10,247 $4.06M 0.56% +410 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 10,183 $4.04M 3.23% +277 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,099 $4M 0.06% +1,578 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 10,014 $3.97M 1.5% +1,627 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,768 $3.87M 0.01% +2,580 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 9,712 $3.85M 0.02% +213 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,701 $3.85M 0.04% -185 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 9,534 $3.78M 0.87% -134 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 8,978 $3.56M 0.62% +9 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,827 $3.5M 0.1% +1,755 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 8,796 $3.49M 0.33% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,687 $3.44M 0.18% -1,367 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,034 $3.19M 1.83% +957 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,000 $3.17M 0.38% +7,838 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,987 $3.17M 0.01% new 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,842 $3.11M 0.24% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 7,736 $3.07M 0.37% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 7,484 $2.97M 0.14% +535 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 7,409 $2.94M +1,110 Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,296 $2.89M 0.12% +2,618 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 7,277 $2.89M 0.89% +220 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. 7,206 $2.86M 0.06% -900 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,067 $2.8M 0.11% -107 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,829 $2.71M +226 Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,695 $2.65M 0.02% -18 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,411 $2.54M 0.23% -220 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,213 $2.46M 0.01% +1,328 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,113 $2.42M 0.18% -92 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 5,795 $2.42M 0.09% +1,514 13F-HR Timeline Group Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 5,996 $2.38M 0.86% +244 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,917 $2.35M 0.04% +598 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,836 $2.31M 0.03% +57 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,645 $2.24M <0.01% +10 13F-HR Timeline Group Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 5,531 $2.19M 0.63% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 5,511 $2.19M 1.07% -537 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,259 $2.09M 0.04% -4,504 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,243 $2.08M 0.05% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,192 $2.06M 0.09% -1,474 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,167 $2.05M 0.51% -85 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,140 $2.04M 0.03% +200 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,119 $2.03M 0.01% -49 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,034 $2M 0.02% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,978 $1.97M 0.01% +922 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,671 $1.85M 0.11% +69 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,615 $1.83M 0.1% 0 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 4,613 $1.83M 1.5% -1 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,500 $1.78M <0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,472 $1.77M 0.13% +1,072 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,429 $1.76M <0.01% +754 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 4,418 $1.75M 0.72% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,418 $1.75M 0.07% 0 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 4,373 $1.73M 0.7% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,311 $1.71M 0.01% +283 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 4,290 $1.7M 0.59% +1,164 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,106 $1.69M 0.73% -58 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,179 $1.66M 0.01% +143 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,091 $1.62M 0.19% -117 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,084 $1.62M 0.08% 0 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,067 $1.61M <0.01% -1,354 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,048 $1.61M 0.03% -434 13F-HR Timeline Group WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 4,022 $1.6M 0.51% +1 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,988 $1.58M 0.02% +229 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 3,903 $1.58M 0.89% +176 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,938 $1.56M 0.02% 0 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 3,934 $1.56M 1.55% -126 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,881 $1.54M 1.01% +356 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,827 $1.52M 0.02% +1,125 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,785 $1.5M 0.34% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,752 $1.48M 0.04% +2,975 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,673 $1.46M 0.01% -324 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 3,664 $1.45M 0.1% +34 13F-HR Timeline HFG Advisors, Inc. 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