Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,100,216 $261M 6.62% +440,499 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,368,764 $229M 0.05% -118,431 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/ 2,725,704 $116M 0.01% +568,584 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,619,997 $69.2M 1.59% +19,455 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,609,833 $68.8M 0.02% +389,267 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 957,291 $40.9M 0.19% -16,716 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 944,961 $40.4M 0.02% +214,553 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 876,397 $37.4M 0.11% +98,345 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 860,443 $36.8M 4.48% +7,769 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 808,938 $35.1M 1.25% -3,249 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 812,033 $34.7M 0.03% +70,530 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 777,051 $33.2M +392,207 Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 748,975 $32M 8.3% +9,325 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 641,960 $27.4M 1.46% +29,879 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 630,933 $27M -57,219 Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 610,254 $26.1M 6.54% +20,097 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 596,243 $25.5M 0.97% +28,474 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 508,257 $21.7M <0.01% +56,252 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 491,712 $21M 0.28% +20,132 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 435,715 $18.6M <0.01% +445 13F-HR Timeline Group AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 414,857 $17.7M 3.87% +8,650 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 378,323 $16.2M 0.01% +3,189 13F-HR Timeline Group Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 357,350 $15.3M 2.96% -2,764 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 318,793 $13.5M 0.01% +40,951 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 292,855 $12.5M 0.03% -3,293 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 290,417 $12.4M 0.07% +58,737 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 284,038 $12.1M 0.02% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 273,180 $11.7M 0.01% -56,857 13F-HR Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 271,790 $11.6M 1.86% +598 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 227,460 $9.72M <0.01% +55,584 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 213,232 $9.07M <0.01% +10,601 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 208,293 $8.9M 0.01% +6,606 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 202,522 $8.65M 0.04% +6,781 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 200,000 $8.54M 0.01% -150,957 13F-HR Timeline Group Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 196,385 $8.39M 3.57% +20,206 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 186,865 $7.98M 1.01% -59 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 181,281 $7.74M 0.01% +5,152 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 175,627 $7.5M 0.03% +103 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 173,555 $7.41M 1.56% +1,960 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 170,042 $7.26M 0.3% +69,655 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 157,947 $6.75M 0.11% +120,681 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 156,800 $6.7M 0.82% +139,868 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 136,735 $5.84M 3.7% -2,131 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 136,030 $5.81M 0.13% -1,418 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 134,473 $5.74M 0.03% +6,535 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 132,173 $5.65M 0.09% +13,405 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 130,864 $5.59M 0.27% -951 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 122,443 $5.23M 1.12% +2,644 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 119,398 $5.1M 1.51% -2,835 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 118,852 $5.08M 0.01% +26,117 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 118,704 $5.07M 0.06% +110,181 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 117,400 $5.02M 1.17% +73,203 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 116,835 $4.99M 2.57% -2,467 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 112,613 $4.81M 1.68% +2,901 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 109,924 $4.7M 1.65% +25,906 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 109,897 $4.69M 0.02% +2,622 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 99,984 $4.27M 1.34% +21,523 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 95,223 $4.05M 0.13% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 94,753 $4.05M 0.37% +7,289 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 93,058 $3.98M 0.16% +1,424 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 88,019 $3.76M 0.08% +3,370 13F-HR Timeline Group Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 81,816 $3.5M 0.43% +2,064 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 65,615 $2.8M 0.37% -15,912 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 60,601 $2.59M 0.07% +4,964 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 55,752 $2.38M 0.08% +4,849 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 55,466 $2.37M 0.03% +13,363 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 53,747 $2.3M 1.09% -50,715 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 53,708 $2.29M 1.5% -1,517 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 52,290 $2.23M <0.01% +24,855 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 50,621 $2.16M <0.01% +3,067 13F-HR Timeline Group Entelevest, LLC More: the full row for Entelevest, LLC 45,172 $1.93M 1.69% +3,571 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 45,000 $1.92M 0.48% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 44,422 $1.9M 0.41% -1,421 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 42,988 $1.84M 0.01% +2,725 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 42,632 $1.82M 0.02% -33,840 13F-HR Timeline Group Slagle Financial, LLC More: the full row for Slagle Financial, LLC 41,467 $1.77M 0.53% -6,788 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 41,254 $1.76M 0.26% +6,508 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 39,565 $1.69M 0.3% +27 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 39,410 $1.68M 0.04% -1,444 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 36,914 $1.58M 0.01% -3,953 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 35,683 $1.52M 0.07% +4,281 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 34,732 $1.47M 0.97% -3,890 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 34,169 $1.46M 0.67% -13,262 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 33,131 $1.42M 0.04% +999 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 31,853 $1.36M 0.26% +2,582 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 31,700 $1.35M 0.04% +11,969 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 26,473 $1.13M 0.01% 0 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 24,917 $1.06M 0.11% -8,855 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 24,380 $1.04M +229 Timeline Betterment LLC More: the full row for Betterment LLC 23,102 $987K <0.01% +2,660 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 22,951 $980K 0.01% -3,092 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 21,876 $949K <0.01% -1,345 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 22,070 $943K 0.04% +186 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 21,539 $920K <0.01% -2,017 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 21,418 $917K 0.02% +397 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,321 $911K 0.02% -423 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 20,681 $883K 0.36% +1,376 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 20,180 $862K 0.06% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 19,836 $847K 0.02% +5,972 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 19,522 $834K <0.01% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,421 $830K 0.01% +106 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 19,152 $818K 0.01% +10,970 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 18,997 $812K 0.02% -1,338 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 18,946 $809K 0.14% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 18,274 $781K 0.04% -1,771 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,820 $761K <0.01% +7,527 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,557 $750K 0.01% new 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 17,541 $749K 0.07% -705 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 16,799 $718K 0.35% -3,436 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 16,233 $693K 0.38% -848 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,890 $636K 0.02% -140 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 14,649 $626K 0.05% -137 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 14,503 $620K 0.03% -3,145 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 14,247 $609K 0.1% -4,075 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,021 $601K 0.02% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 13,540 $578K 0.28% +117 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 12,900 $551K 0.17% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,860 $549K <0.01% -40,933 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 12,548 $536K <0.01% +1,305 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 12,048 $515K <0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,505 $492K 0.01% -496 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,191 $478K 0.09% +2,694 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,416 $445K 0.02% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 10,139 $433K 0.2% -24 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,854 $421K <0.01% -5,202 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 9,645 $418K <0.01% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 9,556 $408K 0.19% +2,945 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,359 $400K 0.03% +771 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,316 $398K 0.01% -2,627 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,243 $395K <0.01% +1,332 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,179 $392K <0.01% +1,628 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 9,161 $391K 0.1% +1,113 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 8,720 $390K 0.16% +1,000 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 9,096 $389K 0.24% -125 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,027 $386K 0.01% +72 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,302 $355K 0.11% -367 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 8,295 $354K 0.08% -1,158 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 7,594 $324K 0.2% -942 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 7,476 $319K 0.1% +560 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 7,084 $303K 0.06% -245 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,847 $293K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,444 $275K <0.01% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,392 $273K 0.13% +27 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,221 $268K 0.01% +1,120 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,210 $265K 0.02% -805 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,966 $255K <0.01% -710 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,783 $247K <0.01% +11 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,596 $239K <0.01% -12 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,253 $224K <0.01% -492 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 5,195 $222K 0.03% +965 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 4,949 $211K 0.12% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,803 $162K <0.01% +231 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,735 $160K 0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,712 $159K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,010 $129K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,817 $120K <0.01% -144 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,802 $120K <0.01% +944 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,690 $115K <0.01% +60 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,344 $100K <0.01% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,062 $88.1K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,834 $78.3K 0.02% -68 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,592 $68K <0.01% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,428 $61K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,316 $56.2K 0.02% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,077 $46K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 989 $42.2K <0.01% +30 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 945 $40.4K <0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 841 $36.5K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 770 $32.9K <0.01% +700 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 715 $30.5K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 628 $26.8K <0.01% -1,372 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 525 $22.4K <0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 469 $20K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 465 $19.9K 0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 442 $18.9K 0.01% new 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 389 $16.8K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 379 $16.2K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 354 $15.1K 0.01% +111 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 354 $15.1K 0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 270 $11.5K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 250 $10.7K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 246 $10.5K <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. 228 $9.74K <0.01% new 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 189 $8.07K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 165 $7.09K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 123 $5.27K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 67 $2.86K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 59 $2.52K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 54 $2.31K <0.01% new 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 0 $7 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.