VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 3,014,701 $174M 1.4% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,956,784 $171M 0.01% -407,287 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,888,930 $120M 5.54% +15,918 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,312,767 $75.9M 0.75% +18,984 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,191,033 $68.9M 1.25% +37,367 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,095,350 $63.4M 0.01% +146,241 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,051,430 $60.8M 2.08% +202,004 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 814,633 $47.1M <0.01% -23,155 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 772,684 $44.7M <0.01% -44,973 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 727,846 $42.1M 0.01% +214,909 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 675,529 $39.1M 0.11% -11,463 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 582,586 $33.7M 0.01% +123,540 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 573,108 $33.2M 0.49% +31,272 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 516,825 $29.9M 0.01% -304,131 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 389,188 $22.5M -49,723 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 368,134 $21.3M 0.71% +26,485 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 349,393 $20.2M 1.2% 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 321,316 $18.6M 1.7% +49,379 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 311,846 $18M 0.58% -15,868 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 270,722 $15.7M 0.11% +30,698 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 249,349 $14.4M <0.01% +2,836 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 200,000 $11.6M 0.01% new 13F-HR Timeline Group Systelligence, LLC More: the full row for Systelligence, LLC 194,317 $11.2M 2.14% -10,882 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 191,796 $11.1M 1.42% new 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 163,120 $9.44M 2.86% -461 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 162,493 $9.4M 0.01% -1,426 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 161,217 $9.33M 0.12% +3,149 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 159,638 $9.24M 0.04% +79,838 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 158,525 $9.17M 2.13% -14,077 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 150,027 $8.68M 0.07% +3,280 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 134,792 $7.8M 0.17% +7,928 13F-HR Timeline Group Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 132,702 $7.68M 1.29% -216 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 121,170 $7.01M 1.61% +13,827 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 120,326 $6.96M 0.16% -350 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 111,323 $6.44M 0.01% +17,585 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 109,753 $6.35M 0.02% +6,269 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 108,742 $6.29M 0.11% -326 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 105,914 $6.13M 2.99% -841 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 91,384 $5.29M 0.01% +3,858 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 86,165 $4.98M 1.35% +3,546 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 80,070 $4.63M 0.05% +7,593 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 76,634 $4.43M 0.09% +49,900 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 75,828 $4.39M 0.61% +871 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 73,304 $4.24M <0.01% +27,283 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 63,049 $3.65M 1.23% +540 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 62,272 $3.6M 0.17% -830 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 57,131 $3.31M 2.2% +9,857 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 56,938 $3.29M 2.02% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 56,588 $3.27M <0.01% +27,189 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 53,973 $3.12M 0.02% +10,015 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 51,939 $3M 0.03% -174 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 51,677 $2.99M 0.34% -395 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 50,564 $2.93M <0.01% +1,052 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 49,980 $2.9M 0.01% +5,354 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 48,748 $2.82M <0.01% -25 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 47,200 $2.77M 0.29% -19,752 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 47,508 $2.75M <0.01% -1,533 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 43,964 $2.54M <0.01% -4,158 13F-HR/A Timeline Group Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 46,102 $2.52M 1.33% +6,909 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 41,640 $2.41M 0.02% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 40,174 $2.33M 0.67% +293 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 39,596 $2.29M 0.92% +538 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 37,357 $2.16M 0.24% +7,281 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 36,591 $2.12M 0.06% +739 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 35,990 $2.08M 0.16% +1,749 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 33,232 $1.92M <0.01% -790 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 32,996 $1.91M 0.23% +3,647 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 30,470 $1.76M 0.07% -57,910 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 30,257 $1.75M 0.03% -593 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 23,171 $1.34M 0.2% +351 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 22,748 $1.32M 1.24% -3,685 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 22,603 $1.31M 0.01% +327 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 22,519 $1.3M 0.27% +158 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 21,345 $1.23M 0.08% -170 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 21,314 $1.23M 0.04% +350 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 20,851 $1.21M 0.49% +4,841 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 20,828 $1.2M 0.01% +792 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,510 $1.19M 0.06% -6,733 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 20,312 $1.18M 0.06% -614 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 20,111 $1.16M 0.33% +2,718 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 19,994 $1.16M 0.38% +3,482 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,594 $1.13M 0.01% -114,716 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 19,135 $1.11M 0.55% +1,486 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,741 $1.08M <0.01% +398 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 17,026 $1.04M 0.03% new 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 18,008 $1.04M 0.06% -2,771 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 17,420 $1.01M 0.02% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,840 $974K <0.01% new 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 16,325 $944K 0.11% +1,606 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,316 $944K <0.01% -5,692 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 16,191 $937K 0.36% +6,994 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,412 $892K <0.01% +1,001 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,375 $889K 0.02% -75 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 15,337 $887K 0.07% -264 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,150 $876K 0.09% +108 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15,016 $869K 0.02% +8,194 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 14,381 $832K 0.25% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,286 $826K 0.02% +10,363 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 14,242 $824K 0.21% -1,006 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 13,159 $761K 0.38% -1,112 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 13,047 $755K 0.31% +6,048 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 12,914 $747K 0.02% 0 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 12,082 $699K 0.11% +369 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 11,998 $694K 0.1% -1,115 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,147 $645K 0.06% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 10,328 $597K 0.45% -61 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,153 $587K <0.01% +3,021 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 10,025 $580K 0.08% -1,219 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,373 $542K 0.03% +3,434 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,072 $525K 0.01% +559 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 8,906 $515K 0.06% -273 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 8,513 $492K <0.01% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 7,915 $458K 0.23% +1,489 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,148 $415K <0.01% -96,117 13F-HR Timeline Group Dentgroup LLC More: the full row for Dentgroup LLC 7,124 $412K 0.28% +326 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 6,807 $394K 0.34% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,530 $378K 0.04% +325 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,521 $377K 0.01% -3,087 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,025 $349K <0.01% +931 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,904 $342K 0.18% +104 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,904 $342K 0.01% new 13F-HR/A Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,904 $342K 0.06% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 5,500 $318K 0.22% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,370 $311K <0.01% +334 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,206 $301K 0.01% -507 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,153 $298K <0.01% +94 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,148 $298K <0.01% new 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 5,118 $296K 0.02% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,096 $295K <0.01% +406 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,982 $288K 0.01% +378 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,936 $286K 0.06% -3,507 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 4,917 $284K 0.27% 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,886 $283K 0.08% +23 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,847 $280K <0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,686 $271K 0.01% -22 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 4,672 $270K 0.03% 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,597 $266K 0.02% +871 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,558 $264K 0.03% -28 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,465 $258K 0.03% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,371 $253K 0.16% +220 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,351 $252K 0.09% -56 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,270 $247K <0.01% +152 13F-HR Timeline Group Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 4,129 $239K 0.12% 0 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 4,088 $237K 0.16% -200 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,070 $235K <0.01% -744 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 3,716 $232K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,938 $228K 0.01% -1,440 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 3,745 $217K 0.02% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,635 $210K 0.02% +4 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,601 $208K 0.01% new 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 3,569 $206K 0.05% -153 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,548 $205K 0.01% -3 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,204 $185K <0.01% -2,000 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,968 $172K 0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,922 $169K <0.01% +388 13F-HR Timeline Group RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,593 $150K 0.15% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,556 $148K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,770 $102K 0.01% -230 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,161 $67.2K <0.01% +90 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,021 $59.1K <0.01% +66 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 906 $52.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 880 $50.9K <0.01% +7 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 801 $46.4K <0.01% +4 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 771 $44.6K <0.01% +5 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 635 $36.7K <0.01% -174 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 520 $30.1K <0.01% +450 13F-HR/A Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 499 $28.9K <0.01% +223 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 497 $28.8K <0.01% +496 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 406 $23.5K <0.01% +20 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 393 $23K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 317 $18.3K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 274 $15.9K <0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 241 $14K 0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 229 $13.2K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 226 $13.1K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 218 $12.6K <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/ 194 $11.2K <0.01% -9 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 140 $8.1K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 142 $8K <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 $7.81K <0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 112 $6.48K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 92 $5.85K <0.01% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 95 $5.52K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 86 $4.97K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 83 $4.8K <0.01% +23 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 47 $2.72K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 40 $2.31K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 35 $2.02K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 34 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 31 $1.85K <0.01% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 30 $1.74K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 29 $1.7K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 25 $1.45K <0.01% 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 20 $1.16K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5 $289 <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 4 $231 <0.01% 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2 $116 <0.01% 0 13F-HR Timeline