Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,659,717 $225M 6.98% +695,595 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,487,195 $218M 0.06% +827,829 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/ 2,157,120 $85.9M 0.01% +266,110 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,600,542 $63.7M 1.67% +163,971 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,510,630 $60.1M 0.16% +266,159 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,220,566 $48.6M 0.01% +221,944 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 974,007 $38.8M 0.21% -22,434 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 852,674 $33.9M 4.75% -467 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 812,187 $32.3M 1.42% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 778,052 $31M 0.11% +39,477 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 741,503 $29.5M 0.03% +5,905 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 739,650 $29.4M 8.81% +12,704 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 730,408 $29.1M 0.02% +62,021 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 688,152 $27.4M -1,777 Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 612,081 $24.4M 1.52% +26,141 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 590,157 $23.5M 6.42% +1,786 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 567,769 $22.6M 0.99% +16,708 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 471,580 $18.8M 0.29% +403,566 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 452,005 $18M <0.01% +85,159 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 435,270 $17.3M <0.01% -122,340 13F-HR Timeline Group AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 406,207 $16.2M 3.84% +16,726 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 384,844 $15.3M +2,598 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 375,134 $14.9M 0.01% +44,612 13F-HR Timeline Group Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 360,114 $14.3M 3.01% -4,453 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 350,957 $14M 0.02% +164,939 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 330,037 $13.1M 0.02% -35,861 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 296,148 $11.8M 0.03% +2,004 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 271,192 $10.8M 1.97% +11,124 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 277,842 $10.7M 0.01% +71,603 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 231,680 $9.01M 0.06% +32,501 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 201,687 $8.03M 0.01% +56,174 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 202,631 $7.83M <0.01% -7,023 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 195,741 $7.79M 0.06% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 186,924 $7.44M 1.04% -3,237 13F-HR Timeline Group Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 176,179 $7.01M 3.48% +24,126 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 176,129 $7.01M 0.01% +68,036 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 175,524 $6.98M 0.03% +8,277 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 171,876 $6.83M <0.01% +39,235 13F-HR/A Timeline Group Joseph Group Capital Management More: the full row for Joseph Group Capital Management 171,595 $6.83M 1.71% +11,977 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 138,866 $5.53M 4.04% +25 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 137,448 $5.47M 0.14% -1,626 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 131,815 $5.25M 0.31% -6,205 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 127,938 $5.09M 0.03% +31,253 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 122,233 $4.87M 1.58% +498 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 119,799 $4.77M 1.15% +3,429 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 119,302 $4.75M 2.78% +371 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. 118,768 $4.73M 0.09% +76,579 13F-HR Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 109,712 $4.37M 1.68% +5,050 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 107,275 $4.27M 0.02% -6,026 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 104,462 $4.16M 1.05% 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 100,387 $4M 0.13% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 92,735 $3.69M 0.01% -21,008 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 95,223 $3.68M 0.13% +5,747 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 91,634 $3.65M 0.16% +3,187 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 87,464 $3.48M 0.37% +18,757 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 84,649 $3.37M 0.08% +10,192 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 84,018 $3.34M 1.43% +17,788 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 81,527 $3.25M 0.52% +96 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 79,752 $3.17M 0.44% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 78,948 $3.14M <0.01% new 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 78,461 $3.12M 1.1% +24,293 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 76,472 $3.04M 0.04% +1,243 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 66,516 $2.65M 0.09% +49,106 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 55,637 $2.21M 0.07% +50,037 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 55,225 $2.2M 1.6% +2,198 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 53,793 $2.14M <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 50,903 $2.03M 0.07% +7,027 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 47,431 $2.01M 0.97% -6,073 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 48,255 $1.92M 0.63% +8,180 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 47,554 $1.89M <0.01% +39,504 13F-HR Timeline Group Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 45,843 $1.83M 0.44% +1,907 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 45,000 $1.79M 0.6% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 44,197 $1.76M 0.45% +26,037 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 42,103 $1.68M 0.03% +1,017 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 41,601 $1.66M 1.7% +3,862 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 40,867 $1.63M 0.01% -1,938 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 40,854 $1.63M 0.04% +20,637 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 40,263 $1.6M 0.01% +7,889 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 39,538 $1.57M 0.31% -331 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 38,622 $1.54M 1.11% +8,889 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 37,266 $1.48M 0.03% +1,491 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 34,746 $1.38M 0.22% +9,891 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 33,772 $1.34M 0.15% -16,785 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 32,132 $1.28M 0.05% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 31,402 $1.25M 0.06% +5,230 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 29,271 $1.17M 0.25% +7,700 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 27,602 $1.1M 0.58% -1,358 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 27,435 $1.09M <0.01% +26,353 13F-HR/A Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 26,473 $1.05M 0.01% 0 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 26,043 $1.04M 0.01% -449 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 24,151 $961K -473 Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 23,556 $938K <0.01% +11,530 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 23,221 $924K <0.01% -1,227 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 21,884 $871K 0.04% +1,788 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,744 $866K 0.02% -85,002 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 21,021 $837K 0.02% +8,639 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 20,442 $814K <0.01% +3,975 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 20,335 $810K 0.02% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 20,235 $806K 0.45% -9,420 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 20,180 $803K 0.06% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 20,045 $798K 0.05% -176 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 19,731 $785K 0.03% new 13F-HR/A Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 19,522 $777K <0.01% +8,033 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,315 $769K 0.03% +2 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 19,305 $769K 0.34% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 18,322 $729K 0.15% -1,115 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 18,246 $726K 0.08% -105 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,648 $703K 0.04% -382 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 17,081 $680K 0.44% -243 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 16,932 $674K 0.1% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 15,056 $599K <0.01% +10,456 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,030 $598K 0.02% -280 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 14,786 $589K 0.06% -1,276 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,864 $552K 0.01% +9,268 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 13,423 $534K 0.29% +49 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,001 $478K 0.01% -503 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,943 $475K 0.01% -8,167 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,243 $448K <0.01% +1,230 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 10,480 $417K <0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,293 $410K <0.01% +786 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 10,163 $405K 0.21% +1,396 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 9,645 $384K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 9,453 $376K 0.1% +633 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,414 $375K <0.01% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 9,221 $367K 0.26% +1,387 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 8,536 $360K 0.23% -345 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,955 $357K 0.01% +226 13F-HR/A Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,669 $345K 0.13% +6 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,588 $342K 0.04% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 8,497 $338K 0.07% +362 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 7,720 $331K 0.15% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,523 $331K 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,182 $326K <0.01% -794 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 8,048 $320K 0.09% +560 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,911 $315K <0.01% +1,962 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,601 $303K <0.01% -18,512 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,551 $301K <0.01% +382 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 7,329 $292K 0.07% -286 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,204 $286K <0.01% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,015 $279K 0.02% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 6,916 $275K 0.1% +1,480 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,676 $266K <0.01% new 13F-HR Timeline Group apricus wealth, LLC More: the full row for apricus wealth, LLC 6,611 $263K 0.13% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,444 $257K <0.01% +2 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,365 $253K 0.13% +229 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,157 $245K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,772 $230K <0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,745 $229K <0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,608 $223K <0.01% +2 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,412 $215K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,369 $214K 0.02% +33 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,101 $203K 0.01% -225 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 4,230 $168K 0.03% +1,857 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,735 $149K 0.01% -4,589 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,572 $142K <0.01% +1,643 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,123 $124K 0.01% -7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,010 $120K 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. 2,961 $118K <0.01% -613 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,630 $105K <0.01% -1,000 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,000 $80.7K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,902 $75.7K 0.02% -85 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,858 $74K <0.01% +32 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,592 $63.4K 0.01% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,428 $56.8K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 959 $38.2K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 945 $37.6K <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 $33.5K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 715 $28.5K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 669 $26.7K <0.01% +1 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 525 $20.9K <0.01% 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 469 $18.7K 0.01% +40 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 379 $15.1K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 361 $15K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 270 $10.7K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 250 $9.95K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 246 $9.79K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 243 $9.67K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 189 $7.52K <0.01% 0 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 123 $4.91K <0.01% 0 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 70 $2.79K <0.01% 0 13F-HR Timeline 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.