Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,162,432 $156M 2.48% +54,986 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,007,785 $72.5M 24.29% +2,374 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 904,883 $65.1M 3.77% +50,682 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 791,258 $56.9M 1.36% +146,288 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 631,384 $45.4M 3.72% +223,454 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 586,441 $42.2M 1.74% +234,981 13F-HR Timeline Group Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 549,224 $39.5M 6.92% +72,515 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 528,023 $38M 0.19% -36,712 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 434,884 $31.3M 3.17% +26,140 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 432,441 $31.1M 0.32% +1,509 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 386,704 $27.9M 7.32% +12,591 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 372,487 $26.8M 17.68% +14,338 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 372,394 $26.8M 4.37% +45,056 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 339,337 $24.4M 11.82% +16,924 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 338,888 $24.4M 0.22% +9,939 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 314,568 $22.6M 3.27% +11,552 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 310,087 $22.3M 0.04% +30,824 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 308,342 $22.2M 0.56% +9,814 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 302,656 $21.8M 1.01% +5,969 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 302,240 $21.7M 8.42% +13,141 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 297,772 $21.4M 1.58% +15,494 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 277,256 $19.9M 11.3% +41,755 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 270,248 $19.4M 14.3% +7,330 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 237,625 $17.1M 0.05% +8,648 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 228,390 $16.4M 3.32% +1,082 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 227,105 $16.3M 1.99% -11,912 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 211,686 $15.2M 0.02% +26,573 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 209,873 $15.1M 0.12% +5,373 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 200,998 $14.5M 2.65% -3,697 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 199,747 $14.4M 5.66% -3,606 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 179,133 $12.9M 0.19% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 168,977 $12.2M 0.02% +32,919 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 167,136 $12M <0.01% +49,404 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 160,285 $11.5M 0.46% +28,144 13F-HR Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 149,726 $10.8M 1.38% +18,721 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 147,859 $10.6M 0.01% +39,964 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 132,848 $9.56M 1.53% -1,315 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 127,362 $9.16M 1.5% +25,408 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 115,812 $8.33M 8.14% +2,588 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 114,244 $8.19M 0.51% -577 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 113,673 $8.19M 1.91% +95 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 109,329 $7.87M 1.7% +322 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 105,886 $7.62M 0.91% +1,087 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 102,381 $7.37M 0.17% +10,538 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 100,922 $7.26M 1.85% +16,789 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 92,888 $6.68M 0.05% +30,279 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 89,411 $6.43M 0.05% +43,329 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 86,025 $6.19M 0.19% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 83,366 $6M 0.03% +14 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 82,290 $5.92M 0.47% -6,232 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 81,734 $5.88M 0.09% +1,864 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 76,009 $5.47M 2.62% +6,860 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 75,448 $5.43M 5.12% +3,301 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 75,440 $5.43M 2.79% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 75,440 $5.41M 0.85% new 13F-HR Timeline Essential Planning, LLC. 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More: the full row for Eldridge Investment Advisors, Inc. 54,649 $3.93M 0.9% +226 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 51,808 $3.73M 0.18% +8,592 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 50,042 $3.6M 0.98% +6,060 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 49,098 $3.53M 0.09% +6,878 13F-HR Timeline Group Burton Enright Welch More: the full row for Burton Enright Welch 45,211 $3.25M 0.49% -313 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 44,523 $3.2M <0.01% -919 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 42,937 $3.09M <0.01% +6,959 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 42,809 $3.08M 1.3% -288 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 40,178 $2.89M 1% +2,199 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 38,954 $2.8M <0.01% +14,411 13F-HR Timeline Group Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 38,949 $2.8M 1.35% +25,521 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 37,031 $2.66M 0.01% +3,850 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 36,984 $2.66M 0.14% +2,539 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 36,552 $2.63M 0.1% +17,974 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 36,227 $2.61M 1.07% +1,218 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 35,942 $2.59M 2.11% +5,765 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 34,012 $2.45M 0.03% +1 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 33,722 $2.43M <0.01% +7,452 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 32,433 $2.33M 0.04% +9,786 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 29,240 $2.1M 0.05% -156 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 26,073 $1.88M 0.35% +3,291 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 25,601 $1.84M 0.69% +22,136 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 25,391 $1.83M 0.88% -1,381 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 24,212 $1.74M 1.03% +6,408 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 23,656 $1.7M 1.01% +527 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 23,600 $1.7M 0.33% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 23,449 $1.69M 0.01% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 23,410 $1.68M 0.22% +14,486 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 22,678 $1.63M 0.02% +6,693 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,889 $1.5M <0.01% -1,956 13F-HR Timeline Group Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 20,599 $1.48M 0.66% -667 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 20,392 $1.47M 0.53% -35 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 19,946 $1.43M 0.23% -202 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 19,754 $1.42M <0.01% +684 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,655 $1.27M 0.21% +66 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 16,342 $1.18M 0.44% +788 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,322 $1.17M 0.02% +1,375 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 15,932 $1.15M 0.24% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 15,637 $1.12M <0.01% +10,253 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 15,760 $1.12M 0.02% -6,084 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 15,526 $1.12M 0.15% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,566 $1.05M 0.02% +6,788 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 14,044 $1.01M 0.27% -1,068 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 13,898 $1000K 0.39% +368 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,903 $928K 0.07% +768 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 13,178 $881K 0.3% 0 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 12,159 $875K 0.58% +630 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,671 $840K 0.05% +1,844 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,660 $767K 0.01% +10 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,598 $762K <0.01% +8 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,346 $744K 0.12% -165 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 10,104 $727K 0.32% 0 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 10,041 $722K 0.13% +5,861 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,985 $718K 0.01% +2,180 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,910 $713K <0.01% -101,752 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,251 $666K 0.03% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,534 $614K <0.01% +3,470 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,797 $561K 0.01% -234 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 7,748 $557K 0.25% +4,687 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 7,701 $554K 0.32% +1,362 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,637 $549K 0.01% -14,627 13F-HR/A Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 7,419 $534K 0.08% +671 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,185 $517K <0.01% +2,482 13F-HR/A Timeline Group MASECO LLP More: the full row for MASECO LLP 7,048 $507K 0.02% +19 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,847 $493K 0.03% -36,558 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 6,788 $488K 0.27% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,727 $484K 0.01% +7 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,592 $474K 0.13% +458 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 6,519 $469K 0.28% -128 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 6,359 $457K 0.29% -5,685 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 6,007 $432K 0.24% +15 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,745 $413K <0.01% -2,693 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 5,642 $406K 0.23% -3 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,452 $392K 0.02% new 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 5,349 $385K 0.15% +747 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,265 $379K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 5,188 $373K 0.02% -252 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 4,875 $351K 0.3% new 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 4,472 $322K 0.12% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,472 $322K 0.12% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 4,392 $316K 0.11% +200 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,379 $315K 0.21% +8 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 4,329 $312K 0.15% -133 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,272 $307K 0.05% +39 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,266 $307K 0.17% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,200 $302K <0.01% 0 13F-HR Timeline Group Annandale Capital, LLC More: the full row for Annandale Capital, LLC 405,201 $292K 5.1% +35,586 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3,972 $286K 0.05% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,950 $284K 0.05% -58 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,819 $277K 0.01% new 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 3,777 $272K 0.18% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 3,639 $262K 0.21% +600 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,617 $260K 0.08% +35 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 3,497 $252K 0.15% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,434 $247K 0.01% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,387 $244K 0.16% +148 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,214 $231K 0.04% 0 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 3,135 $226K 0.15% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,069 $221K 0.09% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,020 $217K 0.06% 0 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 2,414 $174K 0.05% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,182 $157K 0.02% +152 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,128 $153K <0.01% -16,199 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,878 $135K 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 $126K <0.01% 0 13F-HR Timeline Group ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,566 $113K 0.08% +990 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,287 $92.6K <0.01% +738 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 840 $60.4K <0.01% -55 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 825 $59.4K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 626 $45.2K 0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 443 $31.9K <0.01% +104 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 414 $29.8K <0.01% 0 13F-HR/A Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 406 $29.2K 0.02% +174 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 368 $26.5K <0.01% -210 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 331 $23.8K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 309 $22.2K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 249 $17.9K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 177 $12.7K <0.01% new 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 59 $4.24K <0.01% -8,481 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 57 $4.1K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 41 $2.95K <0.01% 0 13F-HR Timeline