JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,724,792 $417M 0.03% -705,906 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,120,488 $349M 0.91% -48,834 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,856,818 $320M 4.62% +1,483,677 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,804,857 $314M 0.1% -1,359 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,798,161 $201M 0.01% +182,738 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,638,038 $183M +40,812 Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 687,686 $77M 4.67% -35,896 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 581,991 $65.1M 1.19% +17,680 13F-HR Timeline Group KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 486,677 $54.5M 15.76% +49,316 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 482,627 $54M 0.16% -66,875 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 465,258 $52.1M 0.12% -52,812 13F-HR Timeline Group National Mutual Insurance Federation of… in group National Mutual Insurance Fed… More: the full row for National Mutual Insurance Federation of Agricultural Cooperatives 463,000 $51.8M 0.42% 0 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 441,230 $49.4M 1.71% +165,622 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 402,511 $45M 1.05% +2,049 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 360,284 $40.3M 0.07% +1,221 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 319,774 $35.8M 2.86% +24,334 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 271,521 $29.5M 0.05% +94,458 13F-HR/A Timeline Group MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 226,009 $25.3M 14.72% -44,766 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 220,954 $24.7M 6.3% +171,866 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 206,981 $23.2M 0.02% -685,967 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 206,411 $23.1M 0.21% -873 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 170,383 $19.1M 0.06% +5,745 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 133,667 $15M 0.75% -46,047 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 132,922 $14.9M 3.26% +20,375 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 127,900 $14.3M 0.03% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 119,721 $13.4M 0.05% +68,045 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 118,942 $13.3M 0.11% -348 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 107,330 $12M <0.01% +63,899 13F-HR Timeline Group Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 106,956 $12M 8.78% +3,077 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 104,893 $11.7M 3.89% -822 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 102,788 $11.5M 0.3% -10,161 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 100,779 $11.3M 5.74% +10,777 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 99,917 $11.2M 0.11% +17,457 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 99,537 $11.1M 5.85% -21,434 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 78,025 $8.73M 1.51% -556 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 76,264 $8.54M 0.23% -10,399 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 75,360 $8.43M 7.23% new 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. 74,533 $8.34M 0.18% +54,320 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 73,400 $8.21M <0.01% -29,293 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 70,088 $7.84M <0.01% -8,104 13F-HR/A Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 64,336 $7.2M 1.67% +35,275 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 62,679 $7.02M 0.9% -23,149 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 56,461 $6.32M 0.03% -6,962 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 55,270 $6.19M 0.06% +13,168 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 45,609 $5.21M 2.33% -1,202 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 45,248 $5.06M 0.2% +3,321 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 45,168 $5.06M <0.01% +23,483 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 44,213 $4.95M 0.7% -3,446 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 41,528 $4.75M 0.19% +19,545 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 42,242 $4.73M 1.14% -6,594 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 38,477 $4.31M <0.01% +13,511 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 34,573 $3.87M 0.28% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 32,379 $3.62M 0.12% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 31,109 $3.48M 1.36% -498 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 30,874 $3.46M 0.03% -11,859 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 30,219 $3.38M 0.1% +8,415 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 29,344 $3.28M 0.01% new 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,280 $3.28M 0.01% -9,429 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 26,442 $2.96M 3.98% -2,476 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 25,645 $2.87M 2.14% +2,622 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 25,649 $2.87M 0.61% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 25,578 $2.86M 0.19% +5,275 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 25,429 $2.85M 1.23% +2,537 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 24,680 $2.76M 0.74% +6,571 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,965 $2.68M 0.05% -8,692 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 22,381 $2.5M 0.33% +21,922 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21,851 $2.45M 0.16% +2,870 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 21,595 $2.42M 0.09% -198 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 20,627 $2.31M 0.44% -6,928 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 20,192 $2.26M 1.36% +204 13F-HR Timeline CARY STREET PARTNERS INVESTMENT ADVISOR… in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS INVESTMENT ADVISORY LLC 19,214 $2.15M 1.04% -1,263 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 18,938 $2.12M 0.2% +2,168 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 18,497 $2.07M <0.01% new 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 16,058 $1.87M 0.61% +451 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 16,058 $1.8M 1.4% -2,167 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,977 $1.72M 0.03% +722 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 14,793 $1.68M 0.29% +1,035 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14,381 $1.61M 0.11% +2,463 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,301 $1.6M <0.01% +3,442 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 13,585 $1.56M 0.09% +56 13F-HR/A Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 12,852 $1.44M 0.38% -1,401 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,666 $1.42M 0.11% +387 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 10,865 $1.22M 0.25% +85 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,672 $1.19M 0.41% +8,389 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,364 $1.16M 0.08% -349 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,297 $1.04M 0.03% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,052 $1.01M <0.01% -856 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,715 $975K 0.02% +919 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,143 $911K 0.02% -8,530 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 7,934 $888K 0.06% +408 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,856 $879K 0.02% +4,914 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,728 $865K 0.08% -1,165 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,193 $805K 0.02% +1,230 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 7,059 $790K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,960 $779K <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,365 $721K <0.01% -1,354 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,400 $716K <0.01% +2,100 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,358 $711K 0.48% +400 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 6,250 $700K 0.45% +139 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,958 $667K <0.01% -753 13F-HR Timeline Group Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 5,857 $656K 0.48% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 5,763 $645K 0.42% -399 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,751 $644K 0.03% +7 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 4,880 $546K 0.23% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,713 $544K 0.01% +671 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,857 $544K <0.01% +1,576 13F-HR Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 4,361 $488K 0.28% -1 13F-HR/A Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 4,255 $476K 0.14% +262 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,224 $473K 0.07% -11,733 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,689 $413K 0.01% -914 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 3,501 $401K 0.2% +482 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,555 $398K 0.01% +128 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,935 $328K 0.12% +593 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 2,930 $328K 0.09% -72 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,722 $305K 0.04% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,693 $301K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,691 $301K 0.07% +260 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,522 $282K <0.01% +401 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,433 $272K 0.02% -356 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,321 $260K 0.03% +148 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 2,302 $258K <0.01% 0 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 2,227 $249K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,218 $248K <0.01% -495 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,218 $248K <0.01% new 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,212 $248K 0.08% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,200 $246K 0.01% +6 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,177 $244K <0.01% +3 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,053 $230K 0.15% -1,030 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,049 $229K <0.01% -4,489 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,028 $227K 0.11% -186 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,000 $224K 0.05% 0 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,984 $222K 0.19% -1,047 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,959 $219K 0.01% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,947 $218K 0.04% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,887 $211K 0.13% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,765 $198K 0.03% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,609 $180K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,404 $157K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,262 $141K <0.01% -24 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,236 $138K <0.01% +809 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,149 $129K 0.06% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 941 $105K <0.01% -35 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 887 $99.2K 0.25% +1 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 863 $96.6K <0.01% -968 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 822 $92K <0.01% +142 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 625 $70K 0.03% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 467 $52.3K <0.01% +407 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 440 $49.2K <0.01% +1 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 388 $43.4K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 339 $37.9K <0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 285 $31.7K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 268 $30K <0.01% +181 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 242 $27.1K 0.02% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 208 $23.3K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 192 $21.5K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 191 $21.4K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 190 $21.3K <0.01% -2,240 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 172 $19.2K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 136 $15.2K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 132 $14.8K <0.01% +49 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 129 $14.5K <0.01% 0 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 111 $12.4K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 106 $11.9K <0.01% +100 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 63 $7.05K 0.01% -51 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 50 $5.6K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 43 $4.81K <0.01% -76 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 33 $3.69K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 22 $2.46K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 14 $1.57K <0.01% 0 13F-HR/A Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 10 $1.12K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9 $1.01K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 9 $1.01K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 8 $896 <0.01% -1 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.