Essential Partners LLC More: the full row for Essential Partners LLC 3,489 $65.8K 0.02% +1,199 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,400 $64.1K <0.01% -55 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,151 $59.4K <0.01% +803 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,089 $58.2K <0.01% +707 13F-HR Timeline Geneos Wealth Management Inc. 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More: the full row for TD Waterhouse Canada Inc. 1,000 $18.9K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 961 $18.1K 0.01% +163 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 957 $18K <0.01% -85 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 868 $16K <0.01% -15 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 834 $15.7K <0.01% +340 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 824 $15.6K <0.01% +488 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 809 $15.2K <0.01% +701 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 740 $13.9K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 731 $13.8K <0.01% -28 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 611 $11.5K <0.01% +34 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 560 $10.6K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. 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More: the full row for Blue Trust, Inc. 250 $4.71K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $3.77K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 200 $3.77K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 152 $2.87K <0.01% +73 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 136 $2.56K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 93 $1.75K <0.01% +75 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 80 $1.51K <0.01% -3 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 79 $1.49K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 60 $1.13K <0.01% -964 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 47 $886 <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 45 $849 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 32 $738 <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 36 $679 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 30 $566 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 29 $547 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 27 $509 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 25 $471 <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 15 $283 <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1 $19 <0.01% 0 13F-HR Timeline Group