JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,212,706 $964M 0.06% -57,008 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 832,993 $363M 0.02% +66,780 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/ 658,120 $287M 0.02% +65,131 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 629,616 $274M 0.05% +41,304 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 566,589 $247M 0.07% +48,920 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 350,038 $152M +25,377 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 304,491 $133M 0.03% -1,382 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 239,987 $105M 0.16% -4,604 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 231,740 $101M 2.27% +25,653 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 196,039 $85.4M 0.02% -151 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 193,211 $82.6M 0.12% +4,443 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 186,404 $81.2M 10.1% +9,063 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 171,427 $74.6M 0.1% +11,150 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 150,720 $65.6M 0.02% +25,938 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 139,142 $60.6M +214 Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 137,787 $60M 2.17% +5,169 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 107,213 $46.7M 0.08% +2,337 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 104,194 $45.4M 0.33% +11,947 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 102,839 $44.8M 10.19% -3,813 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 101,975 $44.4M 0.12% +7,933 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 95,761 $41.7M +1,082 Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 92,844 $40.4M 3.25% +201 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 89,686 $39.1M 0.04% -3,416 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 84,245 $36.4M 0.81% +63,941 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 77,951 $33.9M 27.81% -42 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 77,221 $33.6M 0.01% +3,551 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 73,046 $31.8M 0.16% +1,934 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 71,259 $31M +765 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 70,674 $30.8M 0.04% -1,549 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 64,425 $28.1M 0.03% +11,806 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 62,728 $27.3M 1.21% -2,853 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 61,676 $26.9M 2.64% -904 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 58,002 $25.3M 1.47% +2,519 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 57,932 $25.2M 10.87% +2,897 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 54,999 $23.9M 0.03% -643 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 53,369 $23.2M 0.21% -293 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 52,882 $23M 0.05% -1,218 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 48,114 $21M 0.01% +7,228 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 46,714 $20.3M 0.3% +11,290 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 46,293 $20.2M 0.05% +1,761 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 45,415 $19.8M 5.43% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 41,525 $18.1M 0.64% -422 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 40,742 $17.7M 4.58% +2,074 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 40,595 $17.7M 3.71% -4,994 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 39,880 $17.4M 12.15% -52 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 37,935 $16.5M 0.13% +1,815 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,969 $16.4M 0.01% +4,396 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 35,380 $15.4M 4.22% +1,482 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 33,938 $14.8M 1.64% +1,148 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 33,836 $14.7M -2,368 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 31,965 $13.9M 0.04% -73 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 31,610 $13.8M 0.02% -2,090 13F-HR Timeline Group Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 195,024 $13.7M 2.82% +2,243 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31,227 $13.6M 0.02% +2,578 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 30,015 $13.1M 0.43% +14,656 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 29,916 $13M 0.06% +4,741 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 29,309 $12.8M 0.03% -1,173 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 29,188 $12.7M 1.34% -3,417 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 28,307 $12.3M 0.24% +1,898 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 27,411 $11.9M 0.18% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 26,099 $11.4M 0.16% +156 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 26,984 $11.2M 0.28% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,516 $11.1M 0.01% -1,403 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 22,107 $9.63M 1% +50 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 22,011 $9.58M <0.01% +2,059 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 22,005 $9.58M 0.76% +254 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,718 $9.52M 0.21% +123 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 21,586 $9.4M 0.01% +20,035 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 20,848 $9.27M 4.05% +2,882 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 21,255 $9.26M 1.82% -48 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 21,113 $9.19M 0.01% +3,821 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 20,971 $9.13M 0.06% +22 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 20,201 $8.8M 0.01% +1,464 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 19,895 $8.66M 0.69% +182 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 19,823 $8.63M 0.96% +4 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,300 $7.97M 0.04% +1,810 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,127 $7.89M 0.02% -586 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 17,904 $7.8M 0.61% -822 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 17,108 $7.45M 0.04% -2,378 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,422 $7.15M 0.04% +4 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,302 $7.1M 0.08% +3,104 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,941 $6.94M 0.07% +437 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 15,033 $6.55M 0.5% +151 13F-HR/A Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 14,951 $6.48M 0.76% -18 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 14,521 $6.32M 0.4% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 39,691 $6.19M 0.99% +25,789 13F-HR/A Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 14,041 $6.11M 0.26% +2 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 13,643 $5.94M 0.69% -835 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 13,010 $5.67M 2.43% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 12,850 $5.6M 0.02% +147 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 12,537 $5.46M 1.73% -33 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,455 $5.42M 0.15% +787 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,025 $5.24M <0.01% +35 13F-HR Timeline Group Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 11,961 $5.21M 4.82% -35 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,779 $5.13M 0.02% +1,172 13F-HR Timeline Group Anson Capital, Inc. More: the full row for Anson Capital, Inc. 11,673 $5.08M 3.81% -556 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 11,158 $4.86M 0.09% -16 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,137 $4.85M 0.11% +279 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 10,766 $4.69M 1.6% -138 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,501 $4.57M 0.03% +199 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 10,448 $4.56M 0.57% +201 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 10,256 $4.47M +2,847 Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 10,195 $4.44M 2.28% -202 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 10,096 $4.4M 1.45% +82 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,853 $4.29M 0.06% -246 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,834 $4.28M 0.02% +8,154 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 9,697 $4.22M 0.01% -2,240 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,595 $4.18M 0.2% +6,562 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 9,495 $4.13M 0.88% -39 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,385 $4.09M 0.03% -316 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 8,971 $3.91M 0.64% -7 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,764 $3.82M 0.09% -63 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,653 $3.77M 0.2% -34 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 8,447 $3.68M 0.44% -2,756 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 8,120 $3.54M 0.14% +636 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,019 $3.49M 1.86% -15 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,000 $3.48M 0.37% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,842 $3.42M 0.24% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,811 $3.4M 0.04% -6,185 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 7,798 $3.4M 0.3% -998 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 7,430 $3.24M +601 Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 7,347 $3.2M 0.35% -389 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,200 $3.14M <0.01% +2,700 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,195 $3.13M 0.12% -101 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. 7,136 $3.11M 0.06% -70 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,066 $3.08M 0.02% +1,230 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,973 $3.04M 0.11% -94 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,905 $3.01M 0.01% -2,863 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,734 $2.93M 0.02% +39 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,641 $2.89M 0.17% +1,449 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,368 $2.77M 0.23% -43 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,128 $2.67M 0.02% +1,150 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,041 $2.63M 0.04% +124 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,992 $2.61M 0.01% +2,813 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,871 $2.56M 0.17% -242 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 5,858 $2.55M 0.88% -138 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 5,618 $2.54M 0.09% -177 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,764 $2.51M 0.01% -449 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,745 $2.5M <0.01% +100 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,736 $2.5M 0.01% +5,011 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,711 $2.49M 0.01% +2,038 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 5,681 $2.47M 2.01% +1,747 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 5,601 $2.44M <0.01% new 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 5,580 $2.43M 0.15% +1,916 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 5,531 $2.41M 0.61% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,395 $2.35M 0.02% +2,081 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,339 $2.33M 0.03% +199 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,277 $2.3M <0.01% -55,262 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,243 $2.28M 0.05% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,171 $2.25M 0.54% +4 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,125 $2.23M 0.01% +6 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,034 $2.2M 0.03% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 5,024 $2.19M 0.24% +933 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 5,018 $2.19M 0.67% +728 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,840 $2.11M 0.67% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,669 $2.03M <0.01% +1,238 13F-HR Timeline Group GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 4,613 $2.01M 1.73% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,596 $2M 0.14% +124 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,524 $1.97M 0.1% -91 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,434 $1.93M 0.07% +16 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 4,422 $1.93M 0.73% +4 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,334 $1.89M 0.03% -925 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,261 $1.86M 0.01% -50 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,084 $1.78M 0.08% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,081 $1.78M 0.03% +33 13F-HR Timeline Group Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 4,050 $1.76M 0.86% -1,461 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 4,028 $1.75M 0.9% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 4,028 $1.75M 0.27% new 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 4,022 $1.75M 0.53% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,955 $1.72M 1.01% +74 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,949 $1.72M 0.13% +1,825 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,938 $1.71M 0.02% 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. 3,913 $1.7M <0.01% -154 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,911 $1.7M 0.01% +478 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,838 $1.67M 0.07% +288 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,827 $1.67M 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,799 $1.65M 0.01% -189 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 14,961 $1.65M 0.57% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,785 $1.65M 0.33% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,764 $1.64M 0.08% -907 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 3,761 $1.64M +357 Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,125 $1.62M 0.71% +19 13F-HR Timeline HFG Advisors, Inc. 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