BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,891,160 $349M 0.03% -163,698 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,057,954 $195M 0.01% +56,333 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 578,210 $107M 0.04% +69,733 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 536,172 $98.9M 0.02% +2,105 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 480,373 $88.6M 0.01% +1,794 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 416,316 $76.8M 0.02% +3,803 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 415,514 $76.7M 0.13% -3,625 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 340,777 $62.9M 0.39% +75,886 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 308,384 $56.9M 0.25% +10,859 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 260,744 $48.1M 0.01% -6,748 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 249,658 $46.1M 0.1% +19,696 13F-HR/A Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 246,765 $45.5M 12.28% -990 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 239,802 $44.2M 0.06% -1,475 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 237,621 $43.8M 0.02% 13F-HR/A Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 232,136 $42.8M 10.13% -7,540 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 113,162 $32.9M 1.62% +66,174 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 156,004 $28.8M -46,995 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 152,740 $28.2M 0.09% -13,943 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 150,863 $27.8M 3.62% -5,464 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 150,745 $27.8M 0.04% +5,745 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 145,205 $26.8M 0.15% +7,830 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 144,773 $26.7M 0.01% +22,085 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 143,376 $26.5M 0.31% -6,008 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 138,483 $25.6M 6.68% +1,473 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 122,061 $22.5M 2.33% -12,438 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 118,613 $21.9M <0.01% -40,779 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 110,675 $20.4M 1.17% +7,653 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 108,850 $20.1M 0.04% +10,148 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 108,829 $20.1M 1.58% -5,876 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 95,678 $17.7M 0.68% +10,556 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 94,070 $17.4M 17.68% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 90,427 $16.7M 0.3% -1,208 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 87,097 $16.1M 8.57% +208 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 77,524 $14.3M 0.28% +1,365 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 76,670 $14.1M 1.14% -1,361 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 71,533 $13.2M 0.17% -3,623 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 69,072 $12.7M 11.67% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 66,973 $12.4M 0.16% +43,853 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 64,143 $11.8M 0.01% +4,170 13F-HR Timeline Group Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 63,095 $11.6M 7.02% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 61,326 $11.3M 0.03% +27,843 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 58,044 $10.7M 1.33% +7,261 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 56,707 $10.5M 1.41% -989 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 45,762 $8.44M 1.62% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 44,116 $8.14M 0.02% +7,243 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,764 $7.71M 0.01% +2,297 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 40,856 $7.54M +587 Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 40,029 $7.39M 0.06% +51 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 39,514 $7.29M 0.03% -3,625 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 39,410 $7.27M 0.01% -3,325 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 38,489 $7.1M 0.96% +1,515 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 36,398 $6.72M 6.58% 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 35,230 $6.5M 12.39% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 33,548 $6.19M 1.65% +642 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 33,176 $6.12M 0.01% +7,019 13F-HR/A Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 31,544 $5.99M 3.09% -2,150 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 31,723 $5.99M 0.75% +32 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 32,358 $5.97M 1.2% +131 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 30,970 $5.77M 0.17% +2,756 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 30,471 $5.62M 0.52% -2,538 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 28,496 $5.26M 4.53% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 28,013 $5.17M 0.34% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 27,421 $5.06M +574 Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 27,176 $5.01M 0.1% -22,804 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 26,924 $4.97M 5.16% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 26,086 $4.81M 0.01% -40 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 24,937 $4.6M 0.16% +9,536 13F-HR Timeline Group Family Firm, Inc. More: the full row for Family Firm, Inc. 24,738 $4.56M 1.02% -947 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 24,446 $4.51M 0.31% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 24,177 $4.46M 0.01% +568 13F-HR Timeline Group Avant Capital LLC More: the full row for Avant Capital LLC 23,744 $4.38M 3.63% 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 22,900 $4.23M 0.14% +207 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 21,895 $4.04M 0.01% -442 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 21,748 $4.01M 0.39% +425 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 21,571 $3.98M 0.02% -2,267 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 20,882 $3.86M 0.05% +6,653 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 20,730 $3.82M 0.49% -4 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 20,513 $3.81M 0.01% -33,948 13F-HR Timeline Group Ramiah Investment Group More: the full row for Ramiah Investment Group 20,371 $3.76M 3.42% +3,115 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 19,690 $3.63M 0.01% -1,223 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 19,677 $3.63M 0.01% -1,006 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 19,027 $3.59M 0.02% +16,231 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 19,307 $3.56M 0.25% -604 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 19,156 $3.53M 2.65% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 18,606 $3.43M 0.05% +387 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 18,278 $3.37M 0.19% new 13F-HR/A Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 17,913 $3.31M 0.69% -1,452 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 17,651 $3.26M 0.01% +1,715 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 17,396 $3.21M 0.16% +1,795 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. 16,994 $3.14M 0.07% +13,492 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 15,828 $3M 1.35% +20 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 16,212 $2.99M 0.04% -526 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,113 $2.97M 0.08% +3,650 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,844 $2.92M 0.15% -149 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 15,439 $2.85M 1.95% +1,050 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 15,252 $2.81M 2.63% 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 14,971 $2.76M 0.03% -272 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,930 $2.75M 0.01% +12,568 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 14,543 $2.68M 0.65% -2,045 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,208 $2.62M <0.01% +747 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 13,823 $2.55M -33,577 Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 13,081 $2.51M 0.02% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,038 $2.41M 0.04% -1,107 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,533 $2.31M 0.16% -59 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,308 $2.27M 0.07% +9 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 12,264 $2.26M 0.9% +1,357 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,214 $2.25M 0.02% +232 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 12,099 $2.23M 2.28% 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 11,640 $2.2M 1.41% -954 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 11,753 $2.17M 0.88% +229 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 11,561 $2.13M 1.86% -214 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,437 $1.93M 0.02% -4,618 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 10,400 $1.92M 0.86% -514 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,335 $1.91M 0.05% +331 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,087 $1.86M 0.3% -550 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 10,041 $1.85M 0.91% -1,689 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 10,005 $1.85M 1.87% 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 9,939 $1.83M 0.95% +1,174 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 9,624 $1.78M -12,741 Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,547 $1.76M 0.04% +1,316 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,505 $1.75M <0.01% 0 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,315 $1.72M 0.02% -423 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,224 $1.7M 0.25% +165 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,939 $1.65M 0.06% -73 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 8,817 $1.63M 0.69% -189 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,742 $1.61M +126 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,499 $1.57M <0.01% +2,139 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,454 $1.56M 0.01% -20 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 8,445 $1.56M 0.1% +94 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,886 $1.46M <0.01% 0 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,793 $1.44M 0.3% new 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 7,498 $1.38M 0.36% -761 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 7,032 $1.34M 0.81% -16 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,253 $1.34M 0.02% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 7,187 $1.33M 0.51% +4,202 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,175 $1.32M 0.05% -75 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,590 $1.22M 0.04% -115 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 6,565 $1.21M 0.05% -73 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,500 $1.2M <0.01% -4,800 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,429 $1.19M 0.04% -20,246 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,416 $1.18M 0.03% -23 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,304 $1.16M 0.02% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,214 $1.15M 0.22% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,185 $1.14M 0.01% -138 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 5,949 $1.13M 0.14% -9 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,139 $1.13M 0.11% -3,354 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,127 $1.13M <0.01% 0 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,120 $1.13M 0.32% +5 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,117 $1.13M 0.11% +67 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,998 $1.11M <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,981 $1.1M 0.01% +3,660 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 5,854 $1.08M 0.7% +65 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 5,824 $1.07M 0.48% +3,564 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 5,759 $1.06M 0.26% new 13F-HR Timeline Group Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 5,738 $1.06M 0.61% -40 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,716 $1.05M 0.02% +175 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,478 $1.01M 0.08% +921 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5,377 $992K 0.58% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,337 $985K 0.09% -363 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,314 $981K 0.28% -1,626 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 5,299 $978K 0.57% +3,267 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,291 $976K 0.17% +58 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,202 $960K <0.01% -62 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,175 $955K 0.19% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,124 $945K 0.04% +143 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 5,139 $934K 0.05% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,999 $922K 0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,905 $905K <0.01% +70 13F-HR Timeline Group RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 4,874 $899K 0.56% -146 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,915 $893K 0.05% -107 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,827 $890K 0.01% +4 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,820 $889K 0.05% +20 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,788 $883K 0.02% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,398 $811K 0.16% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,363 $805K <0.01% +152 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,288 $791K 0.08% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,255 $785K 0.01% +2,044 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,247 $784K 0.07% new 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 4,057 $749K 0.29% -139 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,047 $747K 0.02% +95 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,975 $733K 0.19% new 13F-HR/A Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,970 $733K 0.03% +9 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,917 $723K 0.01% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,897 $719K 0.22% -37 13F-HR Timeline CIBC WORLD MARKET INC. 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