Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,107,446 $141M 2.48% +74,607 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,005,411 $67.2M 24.16% +26,163 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 854,201 $57.1M 3.73% +32,049 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 644,970 $43.1M 1.17% +106,296 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 564,735 $37.8M 0.2% +104,269 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 476,709 $31.9M 6.31% +69,820 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 430,932 $28.8M 0.32% +126,086 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 408,744 $27.3M 3.37% -49,570 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 407,930 $27.3M 2.32% +282,159 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 374,113 $25.4M 7.26% +19,700 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 369,615 $24.7M 4.56% +46,563 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 358,149 $23.9M 17.08% +12,936 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 351,460 $23.5M 1.08% +301,824 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 328,949 $22M 0.22% +68,388 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 327,338 $21.9M 3.74% +154,077 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 322,413 $21.6M 11.19% -4,542 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 303,016 $20.3M 3.26% +8,778 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 298,528 $20M 0.49% -275,876 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 296,687 $19.8M 1.1% +55,739 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 289,099 $19.3M 8.48% +5,804 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 282,278 $18.9M 1.51% +39,817 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 279,263 $18.7M 0.04% +3,787 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 262,918 $17.6M 14.06% +34,596 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 239,017 $16M 2.16% -30,931 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 235,501 $15.7M 9.99% -3,153 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 228,977 $15.3M 0.05% +35,717 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 227,308 $15.2M 3.7% +155,755 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 204,695 $13.7M 2.67% +31,020 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 204,500 $13.7M 0.12% +21,779 13F-HR/A Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 203,353 $13.7M 6.26% -780 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for Heritage Investment Group, Inc. 134,163 $8.97M 1.55% +115,396 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 132,141 $8.83M 0.4% -7,484 13F-HR Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 131,005 $8.76M 1.33% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 117,732 $7.87M <0.01% +8,650 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 114,821 $7.65M 0.67% +1,520 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 113,578 $7.63M 1.95% +91,534 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 113,224 $7.57M 7.92% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 111,662 $7.46M <0.01% new 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 109,007 $7.29M 1.76% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 107,895 $7.21M 0.01% +31,129 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 104,799 $7.01M 0.9% +2,855 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 101,954 $6.82M 1.21% +30,642 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 91,843 $6.14M 0.15% +40,205 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 88,522 $5.92M 0.48% -1,318 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 86,025 $5.75M 0.2% new 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 84,133 $5.62M 1.58% -14,802 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 83,352 $5.57M 0.03% +33,582 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 79,870 $5.34M 0.11% +1,159 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 78,767 $5.27M 0.01% new 13F-HR/A Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 71,684 $4.89M 3.05% -3,026 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 72,147 $4.82M 5.23% +974 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 69,149 $4.62M 2.34% +3,346 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 69,131 $4.62M 0.27% +2,656 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 66,831 $4.47M 0.01% -36,893 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 66,336 $4.43M 0.02% +738 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 63,037 $4.21M 0.29% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 62,609 $4.19M 0.03% -19,302 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 60,869 $4.07M 1.57% new 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 54,423 $3.64M 0.76% +2,162 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 46,082 $3.08M 0.03% new 13F-HR Timeline Group Burton Enright Welch More: the full row for Burton Enright Welch 45,524 $3.04M 0.53% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 45,442 $3.04M <0.01% -869 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 45,014 $3.01M 1.12% +13,826 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 43,982 $2.94M 0.89% +8,706 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 43,405 $2.9M 0.21% -2,461 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 43,216 $2.89M 0.18% +4,765 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 43,097 $2.88M 1.37% +519 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 42,220 $2.82M 0.07% +2,860 13F-HR Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 37,979 $2.54M 0.95% +167 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 35,978 $2.41M <0.01% +11,870 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 35,009 $2.38M 1.05% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 34,445 $2.3M 0.14% +16,027 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 34,011 $2.27M 0.03% +8,704 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 33,181 $2.22M 0.01% +11,738 13F-HR Timeline Group Outbound Financial Inc More: the full row for Outbound Financial Inc 30,177 $2.02M 1.84% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 29,396 $1.97M 0.07% +19,696 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 26,772 $1.79M 0.92% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 26,270 $1.76M <0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 24,543 $1.64M <0.01% new 13F-HR Timeline Group Goodman Financial Corp More: the full row for Goodman Financial Corp 23,600 $1.58M 0.32% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 23,129 $1.55M 1.07% +17,203 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,845 $1.53M <0.01% -54,605 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 22,782 $1.52M 0.3% +3,711 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 22,647 $1.51M 0.03% +36 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,264 $1.49M 0.04% +1,198 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 21,844 $1.47M 0.04% new 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 21,266 $1.42M 0.67% +11,029 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 20,427 $1.37M 0.53% +823 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 20,148 $1.35M 0.24% +12,107 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 19,070 $1.27M <0.01% +3,662 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 18,578 $1.24M 0.05% +4,527 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) 18,327 $1.23M 0.03% new 13F-HR Timeline Group STAR Financial Bank More: the full row for STAR Financial Bank 17,804 $1.19M 0.75% +610 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,589 $1.18M 0.22% +7,785 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 15,985 $1.07M 0.02% +16 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 15,554 $1.04M 0.41% +2,963 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 15,526 $1.04M 0.15% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,123 $1.01M 0.03% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 15,112 $1.01M 0.08% +274 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,947 $999K 0.02% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 13,745 $919K 0.23% 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 13,530 $905K 0.39% +114 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 13,428 $898K 0.47% +4,587 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 13,178 $881K 0.3% +6,100 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,135 $811K 0.07% -478 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 12,044 $805K 0.55% -22,867 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 11,529 $771K 0.63% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,650 $712K 0.01% +424 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,590 $708K <0.01% +6,048 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,511 $706K 0.13% +37 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,425 $697K 0.07% -41,598 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 10,104 $675K 0.34% -148 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 9,827 $657K 0.04% +2,532 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,924 $597K 0.12% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8,540 $571K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,438 $564K <0.01% +962 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,031 $537K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,805 $522K 0.01% -22,140 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,778 $520K 0.01% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,160 $479K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 7,029 $470K 0.02% 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 6,788 $454K 0.25% +943 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 6,748 $451K 0.07% -357 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,720 $449K 0.01% -12 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 6,647 $444K 0.29% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,349 $424K <0.01% +899 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 6,339 $424K 0.29% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,134 $410K 0.12% -124 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 5,992 $401K 0.25% +2,624 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 5,645 $377K 0.23% +16 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 5,567 $372K 0.01% -7,927 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 5,440 $364K 0.03% +569 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,384 $360K <0.01% new 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,265 $358K <0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,064 $339K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,703 $314K <0.01% +592 13F-HR Timeline Group Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 4,602 $308K 0.13% +1,050 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 4,462 $301K 0.15% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,472 $299K 0.13% -1,770 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,371 $292K 0.21% +8 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,233 $287K 0.06% -729 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,200 $281K <0.01% -100 13F-HR Timeline Group StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 4,192 $280K 0.11% -1,020 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 4,180 $279K 0.05% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,008 $268K 0.06% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3,972 $266K 0.05% new 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 3,777 $252K 0.19% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,582 $239K 0.08% +4 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 3,497 $234K 0.15% new 13F-HR/A Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 3,465 $232K 0.1% +9 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,434 $230K 0.01% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,239 $217K 0.16% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,214 $215K 0.04% new 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 3,135 $210K 0.17% new 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 3,061 $205K 0.11% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,058 $204K <0.01% -11,727 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 3,039 $203K 0.17% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,020 $202K 0.06% -1,250 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,952 $197K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,030 $136K 0.02% +502 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,878 $126K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,749 $117K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 895 $59.8K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 626 $41.8K 0.02% +1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 578 $38.7K <0.01% +1 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 576 $38.5K 0.03% +384 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 549 $36.7K <0.01% -16 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 414 $27.7K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 406 $27.1K <0.01% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 339 $22.7K <0.01% new 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 331 $22.1K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 249 $16.6K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 232 $15.5K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 137 $9.16K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 57 $3.81K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 41 $2.74K <0.01% 0 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.