LPL Financial LLC More: the full row for LPL Financial LLC 4,145,676 $255M 0.06% +651,591 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/ 1,416,943 $87.3M 0.01% +71,055 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 803,310 $49.5M 0.25% +34,754 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 508,870 $31.3M 3.1% -13,341 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 365,095 $22.5M 0.27% -4,811 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 365,095 $22.5M 0.03% +345,707 13F-HR/A Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 352,106 $22.4M 2.55% +36,461 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 320,755 $19.8M 0.14% +13,144 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 317,289 $19.5M 3.27% +14,744 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 309,592 $19.1M 2.87% +1,680 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 258,898 $15.9M 0.02% +10,148 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 256,195 $15.8M 3.07% +10,749 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 254,762 $15.7M 0.55% new 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 234,487 $14.4M 8.42% +2,930 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 231,857 $14.3M 0.01% -323,764 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 186,523 $11.5M 0.12% -4,092 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 184,304 $11.4M 2.83% -412 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 180,353 $11.1M 0.04% +4,805 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 155,471 $9.58M <0.01% +17,849 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 146,129 $9M 0.03% -137,823 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 136,359 $8.4M 0.07% -34,423 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 123,985 $7.69M <0.01% +128 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 123,465 $7.61M <0.01% +29,045 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 121,351 $7.48M 2.79% +6,217 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 117,737 $7.25M 0.23% +319 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 110,438 $6.8M <0.01% +45,358 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 106,231 $6.54M <0.01% +38,926 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 104,443 $6.43M 1.11% +415 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 100,714 $6.2M 0.74% -1,853 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 99,900 $6.15M <0.01% new 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 94,537 $5.82M 0.27% -754 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 92,469 $5.7M 3.85% +11,149 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 84,559 $5.21M 0.08% +13,470 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 80,488 $4.96M 2.73% +3,498 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 75,363 $4.64M 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 73,293 $4.51M 0.17% +7,098 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 68,554 $4.22M 1.8% +7,962 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 67,200 $4.14M 1.96% -67,076 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 62,087 $3.82M 0.07% -2,505 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 60,330 $3.72M 0.08% +12,792 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 55,496 $3.42M 0.02% +49,199 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 55,382 $3.41M 0.1% -37 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 52,371 $3.23M 0.51% +12,820 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 51,004 $3.14M 0.08% +3,674 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 49,855 $3.07M 0.01% -7 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 47,700 $2.94M <0.01% -18,328 13F-HR Timeline Group PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 42,360 $2.61M 1.34% +10,690 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 41,063 $2.53M 0.19% +1,509 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 40,284 $2.48M 0.08% +9,298 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 38,545 $2.37M 0.03% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 36,088 $2.22M <0.01% +9,310 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 35,919 $2.21M 0.07% -1,646 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 32,691 $2.01M 0.02% -550 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,359 $1.99M <0.01% -1,361 13F-HR/A Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 31,451 $1.94M 0.9% +1,601 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 30,477 $1.88M 0.77% -1,772 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 29,945 $1.84M <0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,896 $1.78M <0.01% +13,198 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 27,355 $1.48M 0.02% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 23,667 $1.46M 0.02% +5,095 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 22,962 $1.41M <0.01% +13,654 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 21,131 $1.41M 0.1% -178 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 22,671 $1.4M 0.03% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 22,544 $1.39M 0.2% +2,294 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,371 $1.32M 0.01% +7,007 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 21,008 $1.29M 0.01% new 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 20,846 $1.28M 0.82% +443 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 20,820 $1.28M 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,018 $1.23M 0.03% +1,130 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 19,921 $1.23M 0.04% +1,793 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 19,498 $1.2M 0.75% +2,399 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 19,156 $1.18M 0.02% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,529 $1.08M <0.01% -46,362 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 17,215 $1.06M 0.09% +27 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,646 $964K 0.01% -110 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15,523 $956K <0.01% -28,731 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,816 $913K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,782 $911K <0.01% +1,741 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 14,500 $893K 0.02% -438 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 13,527 $833K 0.2% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 13,399 $825K 0.08% +1,601 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 12,844 $791K 0.02% +534 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 11,979 $738K <0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,509 $732K <0.01% -315 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 11,362 $700K 0.48% +6,288 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 10,955 $675K 0.28% +200 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,751 $662K <0.01% new 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,191 $628K <0.01% +6,174 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,910 $610K <0.01% new 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 9,650 $594K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,632 $593K 0.01% +118 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,581 $590K 0.01% 0 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 9,339 $575K 0.11% -941 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 9,304 $573K 0.02% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,304 $573K 0.01% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,853 $545K 0.07% -908 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 8,631 $532K 0.26% +1,257 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,244 $508K <0.01% +1,584 13F-HR Timeline Group Collier Financial More: the full row for Collier Financial 8,149 $502K 0.34% -1,260 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,114 $500K 0.01% +2,373 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,994 $492K 0.1% +3,009 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,700 $474K 0.02% +1,561 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,534 $464K 0.03% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,380 $455K 0.01% +433 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 7,250 $447K 0.21% +2,050 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,538 $426K new Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,745 $415K 0.04% +177 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,668 $411K 0.1% +26 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 6,604 $407K <0.01% +6,543 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,534 $402K 0.04% +151 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,474 $399K 0.06% +957 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,453 $397K 0.18% +1,421 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,366 $392K 0.01% +105 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,322 $389K 0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,298 $388K 0.03% +2,253 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,965 $367K <0.01% +1,141 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 5,586 $344K 0.07% +2,664 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,479 $338K <0.01% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,469 $337K 0.02% -8 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,447 $336K <0.01% -1,907 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,375 $331K 0.02% -979 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,316 $327K 0.06% -1,856 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,105 $314K 0.01% +28 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,097 $314K 0.03% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,715 $290K 0.15% +71 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,693 $289K 0.05% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,664 $287K 0.01% new 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 4,527 $279K 0.2% +12 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 4,465 $275K 0.12% +5 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,429 $273K <0.01% +64 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,400 $271K 0.07% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,399 $271K <0.01% -102 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,017 $271K 0.03% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,063 $250K 0.03% +265 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,849 $244K 0.02% -54 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,767 $232K 0.03% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,701 $228K <0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,577 $220K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,545 $218K <0.01% -498 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,495 $215K 0.01% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,409 $210K 0.01% new 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 3,401 $210K 0.14% -1,760 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,966 $183K <0.01% +2,644 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,762 $170K 0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,226 $137K <0.01% -1,007 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,106 $130K <0.01% -6 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,031 $125K 0.09% +11 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,245 $76.7K <0.01% +245 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,100 $67.8K <0.01% -1 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) 943 $58.1K <0.01% new 13F-HR Timeline Group Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 750 $46.2K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 594 $36.6K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 508 $31.3K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 378 $23.3K <0.01% +100 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 375 $23.1K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 303 $18.7K <0.01% +2 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 274 $16.9K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 220 $13.6K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 165 $10.2K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 157 $9.7K <0.01% -1 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 153 $9.43K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 150 $9.24K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 102 $6.28K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 74 $4.56K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 74 $4.56K <0.01% +30 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22 $1.37K <0.01% new 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 10 $616 <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2 $123 <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 0 $8 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.