LPL Financial LLC More: the full row for LPL Financial LLC 3,494,085 $189M 0.05% -83,841 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/ 1,345,888 $72.6M 0.01% +159,091 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 768,556 $41.5M 0.21% +84,726 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 555,621 $30M 0.03% +35,004 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 522,211 $28.2M 3.14% -3,784 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 369,906 $20M 0.29% -21,901 13F-HR/A Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 315,645 $19.5M 2.27% -188,600 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 307,912 $16.6M 2.75% +10,505 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 307,611 $16.6M 0.14% +16,692 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 302,545 $16.3M 3.14% +16,667 13F-HR/A Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 283,952 $15.3M 0.06% +208,924 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 248,750 $13.4M 0.02% -523 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 245,446 $13.2M 2.98% +46,560 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 231,557 $12.5M 8.98% +3,083 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 190,615 $10.3M 0.12% -498,985 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 184,716 $9.97M 3.31% +1,200 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 175,548 $9.47M 0.04% +280 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 170,782 $9.19M 0.09% -73,232 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 137,622 $7.42M <0.01% +72,367 13F-HR Timeline Group Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 134,276 $7.24M 1.83% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 123,857 $6.59M <0.01% -1,091 13F-HR/A Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 117,418 $6.33M 0.24% -76,497 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 115,134 $6.21M 2.69% -39,124 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 104,028 $5.61M 1.1% +1,004 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 102,567 $5.53M 0.74% +2,618 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 95,291 $5.14M 0.28% -892 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 94,420 $5.09M <0.01% +71,268 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 81,320 $4.39M 3.58% +1,603 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 76,990 $4.15M 2.52% +2,725 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 71,089 $3.83M 0.07% +42,887 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 67,305 $3.63M <0.01% +4,618 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 66,195 $3.57M 0.16% +13,323 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 66,028 $3.56M 0.01% +23,886 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 65,080 $3.51M <0.01% +12,705 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 64,592 $3.48M 0.08% +2,751 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 63,891 $3.45M <0.01% +1,452 13F-HR Timeline Group Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 60,592 $3.27M 1.62% +6,337 13F-HR/A Timeline Argent Trust Co More: the full row for Argent Trust Co 55,419 $2.99M 0.1% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 49,862 $2.69M 0.01% -1,366 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 47,538 $2.56M 0.06% -220 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 47,330 $2.55M 0.08% +2,561 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 44,254 $2.39M <0.01% -9,116 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 39,554 $2.13M 0.17% +188 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 39,551 $2.13M 0.5% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 37,565 $2.03M 0.07% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,720 $1.82M <0.01% -3,813 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 33,241 $1.79M 0.02% -1,245 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 32,249 $1.74M 0.76% +163 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 31,670 $1.71M 1.05% +959 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 30,986 $1.67M 0.06% +878 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 29,945 $1.62M <0.01% 0 13F-HR Timeline Group Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 29,850 $1.61M 0.87% -1,720 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 27,355 $1.48M 0.02% +33 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 26,778 $1.44M <0.01% +4,389 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 21,309 $1.23M 0.1% -467 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 20,403 $1.1M 0.76% +1,281 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 20,250 $1.09M 0.18% -612 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,388 $1.05M <0.01% -390,279 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 19,240 $1.04M 0.03% +1,347 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 18,888 $1.02M 0.02% +996 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 18,572 $1M 0.02% +71 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,128 $978K 0.04% +2,461 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 17,188 $927K 0.09% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 17,099 $922K 0.64% +162 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,756 $850K 0.01% -960 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,698 $847K <0.01% +1,879 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 14,938 $806K 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 14,364 $775K 0.01% -6,007 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 13,527 $730K 0.2% +3,112 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,041 $704K 0.01% +8,178 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 12,310 $664K 0.02% -680 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 11,979 $646K <0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,824 $639K <0.01% -7,999 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 11,798 $637K 0.08% +82 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 11,127 $600K 0.13% -966,829 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 10,755 $580K 0.29% +120 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 10,280 $555K 0.13% -444 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,761 $527K 0.08% -12,985 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 9,304 $524K 0.02% 0 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 $517K 0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,514 $513K 0.01% +987 13F-HR Timeline Collier Financial More: the full row for Collier Financial 9,409 $508K 0.39% +1,239 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,308 $502K <0.01% -2,259 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 7,438 $401K <0.01% -677 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,374 $398K 0.22% -592 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,354 $397K <0.01% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,172 $387K 0.09% +796 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,947 $375K 0.01% +487 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,642 $358K 0.1% +902 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,568 $354K 0.04% +185 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,660 $354K <0.01% -691 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,383 $343K 0.04% +308 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,354 $343K 0.02% +446 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,297 $340K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,261 $338K 0.01% +443 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 6,139 $331K 0.02% new 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 5,957 $321K 0.29% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,741 $310K <0.01% +3,589 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,517 $298K 0.05% +328 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,477 $295K 0.02% +1,196 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 5,230 $282K 0.01% +279 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 5,200 $281K 0.15% +250 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 5,161 $278K 0.18% 0 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,097 $275K 0.03% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,077 $274K 0.01% -470 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 5,074 $274K 0.23% +1,233 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,032 $271K 0.14% +317 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,017 $271K 0.03% +32 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,985 $269K 0.06% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,824 $260K <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 4,693 $253K 0.05% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,644 $251K 0.15% +180 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 4,515 $244K 0.2% +13 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,501 $243K <0.01% +1,471 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 4,569 $243K 0.02% -201 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 4,460 $241K 0.12% +100 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,400 $237K 0.07% -100 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,365 $235K <0.01% +140 13F-HR/A Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,903 $219K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,045 $218K 0.02% -2,543 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,043 $218K <0.01% +3,843 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,017 $217K <0.01% new 13F-HR Timeline Group Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 4,000 $216K 0.11% -900 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,968 $214K 0.01% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,854 $208K 0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,798 $205K 0.03% -30 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,767 $203K 0.03% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,233 $174K <0.01% -4,581 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 2,922 $158K 0.04% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,762 $149K 0.01% -213 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,112 $114K <0.01% -1,229 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,020 $109K 0.09% +13 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,323 $71.4K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,101 $59.4K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,000 $54K <0.01% 0 13F-HR Timeline Group Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 750 $40.5K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 711 $38.4K <0.01% +4 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 594 $32K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 508 $27.4K <0.01% new 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 497 $26.8K 0.01% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 375 $20.2K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 322 $17K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 301 $16.2K <0.01% +265 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 278 $15K <0.01% +2 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 274 $14.8K <0.01% new 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 274 $14.8K <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 $11.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 190 $10.3K <0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 165 $8.9K <0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 158 $8.54K <0.01% 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 150 $8.09K <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 $3.99K <0.01% -9 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 61 $3.29K <0.01% -82 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 44 $2.37K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 10 $540 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 0 $7 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.