MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,212,771 $240M 0.01% +66,848 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/ 1,042,308 $207M 0.02% +38,435 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 894,086 $177M 0.05% +923 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 713,108 $141M 0.09% +34,009 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 522,967 $104M 5.83% -40,942 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 522,241 $103M 0.02% +121,523 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 482,801 $95.7M +20,902 Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 382,530 $75.8M 0.2% -29,222 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 371,673 $73.6M +24,870 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 316,698 $62.8M 0.09% +86,084 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 313,645 $62.1M 0.01% -27,593 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 279,058 $55.3M 0.02% +59,507 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 213,276 $42.3M 0.66% +1,680 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 206,532 $40.9M 0.07% +3,198 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 188,013 $37.3M 0.04% +2,631 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 182,578 $36.2M 0.01% -29,341 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 182,052 $36.1M 0.05% -2,165 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 160,640 $31.8M 0.06% -66,513 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 114,730 $22.7M -7,420 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 111,621 $22.1M 0.06% -8,320 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 106,745 $21.2M 1.29% +3,073 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 105,964 $21M 0.76% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 102,050 $20.2M 0.02% -3,742 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 101,798 $20.1M 0.03% -3,487 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 98,292 $19.5M 0.05% -4,815 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 98,014 $19.4M <0.01% +11,774 13F-HR/A Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 91,058 $18M 1.15% -2,109 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 89,612 $17.8M 2.55% +1,270 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 79,437 $15.7M 7.47% -740 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 73,440 $14.6M 5.35% +11,421 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 73,090 $14.5M 0.06% +2,711 13F-HR Timeline Group Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 61,505 $12.2M 1.49% +99 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 60,478 $12M 0.02% +679 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 58,648 $11.6M 0.03% +1,236 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 57,478 $11.4M 0.82% +56,898 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 56,553 $11.2M 0.01% +277 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 55,646 $11M 0.01% +3,618 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 53,259 $10.6M 2.35% -650 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 52,466 $10.4M 0.39% -4,180 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 52,050 $10.3M 0.01% +1,662 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 51,840 $10.3M 0.03% +4,543 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 51,389 $10.2M 0.05% -10,348 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 48,865 $9.68M 0.15% +21,328 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 48,541 $9.62M 1.04% -2,796 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 44,173 $8.75M 3.14% +5,767 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 42,727 $8.47M 0.63% +479 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 42,581 $8.44M 0.91% +1,971 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 41,791 $8.28M +10,344 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,205 $8.16M 0.01% +19,726 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 41,157 $8.15M 0.1% -38,458 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 38,472 $7.57M <0.01% +9,344 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 36,817 $7.29M 0.01% +7,008 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 36,592 $7.25M 0.06% -395 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 35,948 $7.12M 4.74% -770 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 35,642 $7.06M 0.23% -972 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 33,211 $6.58M +7,503 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 32,953 $6.53M <0.01% +2,509 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 32,202 $6.38M 0.08% +1,636 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 31,838 $6.31M 0.31% -742 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 31,787 $6.3M 1.23% +3,206 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 30,503 $6.07M 0.06% +1,435 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 28,662 $5.68M +481 Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 28,601 $5.67M 2.27% -168 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 28,474 $5.64M +3,178 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 28,222 $5.59M 0.03% +1,833 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,339 $5.42M 0.02% +12,808 13F-HR/A Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 26,845 $5.32M 1.33% -41 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 26,472 $5.25M 0.11% -332 13F-HR/A Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 26,000 $5.15M 0.01% -10,900 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 25,903 $5.13M 0.04% +3,635 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 25,569 $5.07M 0.37% -76 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 24,616 $4.88M 0.22% -55 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 24,356 $4.83M 0.56% +158 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 24,312 $4.82M 1.97% +2,308 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 23,779 $4.71M 0.21% 0 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 23,386 $4.63M 2.89% +2,572 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 23,017 $4.56M 0.01% -482 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 22,641 $4.49M 0.05% -642 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 22,047 $4.37M 0.55% +1,360 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 21,143 $4.19M <0.01% -25,172 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 20,858 $4.13M 0.01% -1,537 13F-HR/A Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 20,187 $4M 0.1% 0 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 19,905 $3.94M 1.64% +148 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,876 $3.94M 0.13% +333 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 19,833 $3.93M 0.1% +5,618 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 19,758 $3.91M 2.29% -16 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 19,297 $3.84M 0.01% +19,277 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 19,028 $3.77M 3.64% +1,444 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 18,953 $3.76M 0.01% -124 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 18,832 $3.73M 0.68% -150 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 18,724 $3.71M 0.51% +50 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 18,681 $3.7M <0.01% +4,309 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 18,536 $3.67M 0.27% +795 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 18,490 $3.66M 0.91% +234 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $3.59M 2.15% -18,085 13F-HR Timeline Amount filed as zero, left out of ratios. O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 17,308 $3.43M 1.36% +589 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 17,092 $3.39M 0.01% +673 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 16,470 $3.33M 0.63% +1,375 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,627 $3.29M 0.03% -23 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 16,564 $3.29M 0.32% +1,441 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 16,509 $3.27M 1.61% +1,225 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,296 $3.22M 0.24% new 13F-HR/A Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 16,206 $3.21M 1.87% +2,269 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 16,128 $3.2M 2.1% -327 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,073 $3.18M 0.07% +14 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,284 $3.03M 0.04% +2,317 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 15,272 $3.03M 1.19% +1,272 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 15,242 $3.02M 0.11% 0 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,193 $3.01M 0.06% +1,499 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 15,095 $2.99M 0.01% +963 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,979 $2.97M 0.02% +860 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,841 $2.94M 0.11% -1,187 13F-HR/A Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 14,768 $2.93M 0.91% +603 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 14,711 $2.92M +249 Timeline Adams Wealth Management More: the full row for Adams Wealth Management 14,305 $2.83M 0.62% -139 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 14,305 $2.83M 0.55% -139 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 14,266 $2.83M 2.6% +1,519 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,218 $2.82M 0.02% +228 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,689 $2.74M 0.01% -8,876 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 13,816 $2.74M 0.2% -207 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,348 $2.64M 0.05% +7,885 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,173 $2.64M 0.02% +4,088 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 13,257 $2.63M 0.63% +3,409 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 13,238 $2.62M 0.07% -264 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 12,937 $2.56M 0.64% -263 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 12,849 $2.55M 1.04% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,513 $2.48M <0.01% +387 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 12,364 $2.45M 0.54% -611 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,274 $2.43M 0.03% +745 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 11,979 $2.38M 0.18% -1,591 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 11,679 $2.31M 0.93% -1,509 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 11,433 $2.27M 3.19% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,420 $2.26M 0.08% +14 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 11,336 $2.25M 0.81% -704 13F-HR/A Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 11,161 $2.21M 0.24% -2,647 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,084 $2.2M 0.03% -454 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,720 $2.12M 0.07% +1,089 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 10,707 $2.12M -41,303 Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 10,622 $2.11M 0.5% +194 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,295 $2.06M 0.45% -11 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,386 $2.06M 0.06% -122 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 10,353 $2.05M 0.54% +661 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,251 $2.03M 0.02% -57 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,835 $1.95M 0.05% -18,934 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,738 $1.93M 0.1% +991 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,636 $1.91M 0.01% +559 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,489 $1.88M 0.18% -255 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 9,078 $1.8M 0.61% +529 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,767 $1.74M 0.6% +1,009 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,763 $1.74M 0.25% +461 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 8,706 $1.72M 1.49% -854 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,583 $1.7M 0.04% -1,145 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,446 $1.67M 0.02% +624 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 8,249 $1.66M 0.36% +552 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 8,228 $1.64M 1.63% +296 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,175 $1.62M 0.03% +303 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 8,152 $1.62M 0.37% +440 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 8,100 $1.6M 0.28% +11 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 7,945 $1.57M 0.62% +267 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 7,832 $1.55M 1.98% -1,273 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,759 $1.54M 0.03% -250 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 7,720 $1.53M 0.32% -271 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,717 $1.53M 0.06% -3,214 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,703 $1.53M <0.01% -386 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 7,678 $1.52M 0.27% -972 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 7,664 $1.52M 0.15% -29 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 7,600 $1.51M 0.71% -132 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 7,450 $1.48M 0.61% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,267 $1.44M <0.01% -1,839 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 7,245 $1.44M 0.42% +2 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 7,220 $1.43M 0.85% -804 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,199 $1.43M 0.03% -228 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 7,127 $1.41M 0.24% +347 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,126 $1.41M 0.2% +39 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 7,116 $1.41M <0.01% -1,514 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,934 $1.37M 0.01% -3,120 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,909 $1.37M 0.49% -234 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,812 $1.35M 0.11% +820 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,785 $1.34M 0.02% +1,617 13F-HR Timeline Group City State Bank More: the full row for City State Bank 6,771 $1.34M 0.35% +235 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 6,460 $1.28M 0.14% -1,000 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,427 $1.27M 0.06% -737 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 6,249 $1.24M 0.1% -182 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,146 $1.22M <0.01% -164 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,061 $1.2M 0.84% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,030 $1.19M 0.14% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 6,000 $1.19M 0.15% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,000 $1.19M 0.01% +41 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 5,993 $1.19M 1.21% +161 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,954 $1.18M 0.64% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,933 $1.18M 0.02% +722 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,925 $1.17M 1.09% -75 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 5,873 $1.16M 0.44% +857 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,757 $1.15M 0.52% -359 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,800 $1.15M <0.01% new 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 5,798 $1.15M +916 Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,792 $1.15M 0.24% -108 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,198 $1.15M 0.06% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 5,751 $1.14M 0.86% -1,212 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,737 $1.14M +483 Timeline