JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,364,071 $190M 0.01% +555,561 13F-HR/A Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 3,014,701 $171M 1.39% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,873,012 $106M 5.32% -2,765 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,293,783 $73.2M 0.98% +314,852 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,153,666 $65.3M 1.28% +42,707 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 949,109 $53.7M 0.01% +1,073 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 849,426 $48.1M 1.7% +120,935 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 837,788 $47.4M <0.01% -9,472 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 820,956 $46.5M 0.01% +276,482 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 817,657 $46.3M <0.01% -51,099 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 686,992 $38.9M 0.12% +4,879 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 541,836 $30.7M 0.49% +28,849 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 512,937 $29M 0.01% +114,867 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 459,046 $26M 0.01% +45,259 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 438,911 $24.8M -190,770 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 341,649 $19.3M 0.68% +61,509 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 327,714 $18.5M 0.54% +4,130 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 271,937 $15.4M 1.46% +28,827 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/ 246,513 $13.9M <0.01% +110,958 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 240,024 $13.6M 0.1% +42,939 13F-HR Timeline Group Systelligence, LLC More: the full row for Systelligence, LLC 205,199 $11.6M 2.2% new 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 172,602 $9.77M 2.44% -34,819 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 163,919 $9.27M 0.02% -9,187 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 163,581 $9.26M 2.82% -3,643 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 158,068 $8.94M 0.13% +23,120 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 146,747 $8.3M 0.08% -820 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 134,310 $7.6M 0.07% -190,904 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 132,918 $7.52M 1.28% -975 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 126,864 $7.18M 0.23% -1,944 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 120,676 $6.83M 0.23% +311 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 109,068 $6.17M 0.12% +1,163 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 107,343 $6.07M 1.46% +6,839 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 106,755 $6.04M 3.13% +11,302 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 103,484 $5.86M 0.02% +4,397 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 103,265 $5.84M <0.01% +92,969 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 93,738 $5.3M 0.01% +14,244 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 88,380 $5M 0.18% +34,449 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 87,526 $4.95M 0.01% +741 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 82,619 $4.67M 1.38% -16,958 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 79,800 $4.52M 0.02% +19,034 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 74,957 $4.24M 0.62% -326 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 72,477 $4.1M 0.06% +46,934 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 66,952 $3.79M 0.41% -25,541 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 63,102 $3.57M 0.15% +103 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 62,509 $3.54M 1.22% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 52,113 $2.95M 0.02% new 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 52,072 $2.95M 0.35% -1,649 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 49,041 $2.77M <0.01% +4,034 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 48,773 $2.76M <0.01% -2 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 48,122 $2.72M <0.01% +14,236 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 49,512 $2.69M <0.01% +1,828 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 47,274 $2.67M 2.22% +2,114 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 46,021 $2.6M <0.01% -5,854 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 44,626 $2.52M <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 43,958 $2.49M 0.01% -29,940 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 41,640 $2.36M 0.02% -5,895 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 39,881 $2.26M 0.54% +136 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 39,058 $2.21M 0.96% +4,235 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 39,193 $2.09M 1.16% +516 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 35,852 $2.03M 0.06% -538 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 34,241 $1.94M 0.15% +48 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 34,022 $1.92M <0.01% -11,486 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 30,850 $1.75M 0.03% +1,464 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 30,076 $1.7M 0.2% +10,040 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 29,399 $1.66M <0.01% new 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 29,349 $1.66M 0.21% -70 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 27,243 $1.54M 0.09% +8,798 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 26,734 $1.51M 0.06% new 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 26,433 $1.5M 1.28% -264 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 22,820 $1.29M 0.2% -2 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 22,361 $1.27M 0.28% -1,203 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 22,276 $1.26M 0.01% -364 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,008 $1.25M <0.01% +17,091 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 21,515 $1.22M 0.08% -2,229 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 20,964 $1.19M 0.04% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 20,926 $1.18M 0.07% -134 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 20,779 $1.18M 0.05% -3,467 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 20,036 $1.13M 0.01% +2,127 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,343 $1.04M <0.01% -22,377 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 17,649 $999K 0.49% +2,801 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 17,393 $984K 0.27% +3,233 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 16,512 $934K 0.32% +475 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 16,010 $906K 0.39% +2,166 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 15,601 $883K 0.08% -1,756 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,450 $874K 0.02% -1,468 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 15,248 $863K 0.23% -42,684 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,042 $851K 0.09% -251 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 14,719 $833K 0.1% +8,934 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14,411 $815K <0.01% +7,984 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 14,271 $807K 0.4% -9 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,113 $742K 0.12% -206 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 12,914 $731K 0.02% -817 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 11,713 $663K 0.12% +808 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 11,244 $642K 0.1% -4,287 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,147 $631K 0.06% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 10,389 $588K 0.45% -1,434 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,608 $544K 0.02% -12,957 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 9,197 $520K 0.21% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,179 $519K 0.07% -698 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 8,513 $482K <0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,513 $482K 0.01% +1,421 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,443 $478K 0.1% +1,640 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,132 $404K <0.01% -1,124 13F-HR/A Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,999 $396K 0.18% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,822 $386K 0.01% +616 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 6,798 $385K 0.25% -13,462 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 6,426 $364K 0.17% -2,699 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,423 $363K 0.01% -30,665 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,205 $351K 0.04% -513 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,939 $336K 0.02% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,904 $334K 0.06% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,800 $328K 0.18% +472 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,713 $323K 0.01% +159 13F-HR/A Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 5,500 $311K 0.21% -500 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,378 $304K 0.01% +1,526 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 5,227 $303K 0.11% -1 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,204 $294K <0.01% -566 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 5,118 $290K 0.02% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,094 $288K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,059 $286K <0.01% +160 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,036 $285K <0.01% +290 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,863 $275K 0.09% -35 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,814 $272K <0.01% new 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 4,708 $266K 0.01% -284 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,690 $265K <0.01% -2,272 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,604 $260K 0.01% +40 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,586 $259K 0.03% -60 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,465 $253K 0.03% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,407 $249K 0.1% +34 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 4,288 $243K 0.18% -1 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,151 $235K 0.15% -6 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 4,129 $234K 0.12% -374 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,118 $233K <0.01% -242 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,923 $222K 0.01% -75 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,726 $218K 0.02% -208 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,749 $212K <0.01% new 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 3,722 $211K 0.06% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,631 $205K 0.02% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,578 $202K 0.11% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,551 $201K 0.01% -290 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,556 $145K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,534 $143K <0.01% +2,073 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,000 $113K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,071 $60.6K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 965 $54.6K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 955 $54K <0.01% -535 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 913 $51.7K 0.02% +373 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 906 $51.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 873 $49.4K <0.01% +44 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 809 $45.8K <0.01% +186 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 797 $45.1K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 766 $43.3K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 393 $22K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 386 $21.7K <0.01% -26 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 317 $17.9K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 279 $15.8K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 276 $15.6K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 229 $13K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 204 $11.5K <0.01% new 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/ 203 $11.5K <0.01% +11 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 142 $8K <0.01% -827 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 140 $7.92K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 135 $7.64K <0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 112 $6.34K <0.01% -209 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 79 $4.47K <0.01% 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 75 $4.22K <0.01% +1 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 70 $3.96K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 60 $3.42K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 47 $2.66K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 34 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 35 $1.98K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 35 $1.98K <0.01% -11 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 31 $1.78K <0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 30 $1.7K <0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 20 $1.13K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13 $727 <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5 $283 <0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2 $113 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $62 <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1 $57 <0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 0 $15 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios.