JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,246,186 $512M 0.03% +521,394 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,289,691 $397M 0.94% +169,203 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,969,976 $358M 0.1% +165,119 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,280,550 $275M 0.02% +482,389 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,804,698 $218M +166,660 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,510,723 $182M 3.47% -1,346,095 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 680,381 $82.1M 4.53% -7,305 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 548,106 $66.1M 0.14% +82,848 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 529,236 $63.9M 0.18% +46,609 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 514,497 $62.1M 0.56% +414,580 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 495,230 $59.8M 15.85% +8,553 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 464,962 $56.1M 1.69% +23,732 13F-HR Timeline 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 $55.9M 0.42% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 437,427 $52.8M 0.06% +77,143 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 414,025 $50M 1.02% +11,514 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 377,826 $45.6M 10.55% +156,872 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 337,120 $40.7M 3.01% +17,346 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 277,873 $33M 0.05% +6,352 13F-HR Timeline Group MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 232,617 $28.1M 15% +6,608 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 207,429 $25M 0.2% +1,018 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 189,673 $22.9M 0.06% +19,290 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 157,136 $19M 4.02% +24,214 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 142,002 $17.1M 0.05% +22,281 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 134,840 $16.3M 0.74% +1,173 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 121,726 $14.7M 0.11% +2,784 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 116,210 $14M 6.11% +15,431 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 113,125 $13.6M <0.01% +67,957 13F-HR Timeline Group Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 111,530 $13.5M 9% +4,574 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 99,781 $12M 0.29% -3,007 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 95,929 $11.6M 3.58% -8,964 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 95,493 $11.5M 0.19% -486,498 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 94,512 $11.4M 0.01% -112,469 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 87,039 $10.5M 0.37% +41,791 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 85,629 $10.3M <0.01% +15,541 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 85,395 $10.3M 0.21% +10,862 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 83,445 $10.1M 1.11% +81,124 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 78,705 $9.5M 7.14% +3,345 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 76,781 $9.26M <0.01% +3,381 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 75,407 $9.1M 0.23% -857 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 75,285 $9.08M 1.5% -2,740 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 65,664 $7.92M 1.71% +1,328 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 61,663 $7.44M 0.07% +6,393 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 51,583 $6.22M <0.01% +13,106 13F-HR Timeline Group von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 49,831 $6.15M 0.94% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 50,254 $6.06M 0.72% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 49,737 $6M 2.58% +4,128 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 46,699 $5.63M 0.73% +2,486 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 46,291 $5.59M 1.27% +4,049 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 44,593 $5.38M 0.03% -11,868 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 41,864 $5.05M 0.17% +336 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 40,999 $4.95M 0.11% +8,620 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 39,253 $4.74M 0.03% +8,379 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 34,631 $4.18M 0.06% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 31,889 $3.85M 0.1% +1,670 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 30,567 $3.69M 0.14% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 28,747 $3.47M 4.37% +2,305 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 28,100 $3.39M 2.21% +2,455 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 25,442 $3.07M 1.21% +13 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 25,282 $3.05M 0.2% -9,291 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 24,518 $2.96M 0.54% -1,131 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 23,475 $2.83M 0.16% +1,624 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,072 $2.78M <0.01% -84,258 13F-HR/A Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 21,776 $2.63M 0.16% -3,802 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 21,355 $2.58M 0.31% -1,026 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,922 $2.52M 0.04% -3,043 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 19,844 $2.39M +630 Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 19,783 $2.39M 1.36% -409 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 19,358 $2.34M 0.28% -43,321 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 18,919 $2.28M 0.2% -19 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 18,796 $2.27M 0.08% -2,799 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 17,631 $2.13M 0.25% +14,909 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,364 $2.1M <0.01% new 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 17,100 $2.06M <0.01% +10,700 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 16,054 $1.94M 0.26% -4,573 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 15,262 $1.84M 0.63% -796 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 15,042 $1.81M 0.3% +249 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14,539 $1.75M 0.11% +158 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,804 $1.67M <0.01% -497 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 13,540 $1.65M 0.09% -45 13F-HR/A Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 13,489 $1.63M 0.39% -11,191 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) 12,415 $1.5M 0.04% +4,559 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,647 $1.41M <0.01% -6,850 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,561 $1.39M 0.03% +2,264 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 11,397 $1.38M 0.18% +532 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 11,012 $1.33M 0.33% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 10,860 $1.31M <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,799 $1.3M 0.02% -4,178 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,763 $1.3M 0.03% +2,620 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,342 $1.25M 0.08% -2,324 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 9,604 $1.15M 0.34% -3,248 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 9,245 $1.14M 0.35% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,423 $1.14M 0.1% +1,695 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,387 $1.13M 0.02% +672 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,011 $1.09M <0.01% -41 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,699 $1.05M <0.01% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,299 $1M 0.32% -2,373 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 7,814 $943K 0.73% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 7,502 $905K 0.56% +1,144 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,390 $892K <0.01% -21,890 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,193 $872K 0.02% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 6,328 $764K 0.44% +78 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 5,987 $722K 0.41% +224 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,789 $699K <0.01% -169 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,758 $695K 0.03% +7 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,722 $694K <0.01% -643 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,568 $672K <0.01% +5,128 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 5,215 $629K 0.25% +335 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 5,132 $619K 0.43% -725 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 5,072 $612K 0.15% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,899 $591K 0.01% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,857 $586K 0.16% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,844 $584K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,831 $583K <0.01% -26 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,819 $581K 0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,713 $574K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,615 $557K 0.19% +1,680 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 4,321 $521K 0.26% -40 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 4,130 $498K 0.13% -125 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,837 $463K 0.01% +148 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,771 $455K 0.04% +1,338 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,729 $450K 0.07% -495 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,705 $447K 0.32% -12,353 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,563 $430K 0.02% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 3,305 $400K 0.17% -196 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,265 $394K <0.01% new 13F-HR Timeline Group 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 2,753 $332K <0.01% +451 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,704 $326K <0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,693 $325K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,691 $325K 0.07% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,667 $322K 0.12% -28,442 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,607 $315K 0.13% +579 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,578 $311K <0.01% +56 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,417 $292K <0.01% +240 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 2,314 $279K 0.09% -616 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,292 $277K 0.01% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,271 $274K 0.08% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,227 $269K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,221 $268K <0.01% +3 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,207 $266K 0.01% +7 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,147 $259K 0.07% -65 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,058 $248K 0.14% +5 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,000 $241K 0.06% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,974 $238K <0.01% +570 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 1,965 $237K 0.01% +6 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,947 $235K 0.04% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,865 $225K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,789 $216K 0.02% new 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,786 $215K 0.03% new 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,784 $215K 0.17% -200 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,765 $213K 0.03% 0 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,755 $212K 0.12% -132 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,686 $203K <0.01% -363 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,658 $200K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,609 $194K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,356 $164K 0.01% +120 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,285 $155K <0.01% +23 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,106 $135K 0.16% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,010 $122K 0.26% +123 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 891 $108K <0.01% +28 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 852 $103K <0.01% -89 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 681 $82.1K <0.01% -141 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 625 $75.7K 0.03% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 467 $56.3K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 388 $46.8K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 354 $42.7K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 339 $40.9K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 330 $39.8K <0.01% +224 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 285 $34.3K <0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 238 $28.7K 0.02% -4 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 192 $23.2K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 191 $23K <0.01% +1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 175 $21.1K <0.01% +43 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 172 $20.9K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 166 $20K <0.01% -42 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 136 $16.4K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 130 $15.7K <0.01% +1 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 98 $11.8K <0.01% +55 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 85 $10.3K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 50 $6.03K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 43 $5.19K <0.01% +33 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 33 $3.98K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 22 $2.65K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 14 $1.69K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 10 $1.21K <0.01% +2 13F-HR Timeline