Creative Planning in group Creative Planning More: the full row for Creative Planning 1,923,136 $129M 0.1% -84,959 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/ 743,810 $50.1M <0.01% -658 13F-HR/A Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 647,051 $43.5M 3.7% +19,913 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 303,264 $20.4M 0.03% -12,091 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 270,769 $18.2M <0.01% +12,748 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 225,089 $15.1M <0.01% +16,085 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 217,698 $14.6M <0.01% +9,554 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 195,658 $13.2M 0.26% +1,617 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 164,766 $11.1M 0.01% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 148,376 $9.98M 0.36% -40,229 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 114,526 $7.68M 0.17% +4,812 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 111,753 $7.48M 0.42% +86,328 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 111,009 $7.47M 0.12% +225 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 106,142 $7.14M <0.01% +3,853 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 99,271 $6.68M 0.33% -1,283 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 91,470 $6.15M 0.51% +506 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 79,067 $5.32M 0.48% -4,664 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 78,526 $5.28M 3.61% +869 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 76,991 $5.18M 0.01% +6,541 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 70,366 $4.73M 1% -660 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 62,563 $4.21M 0.37% -110 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 60,118 $4.05M 0.16% +1,418 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $3.97M 1.73% -58,765 13F-HR Timeline Amount filed as zero, left out of ratios. Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 57,213 $3.85M 0.26% -5,331 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 53,124 $3.57M 0.78% -1,958 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 48,422 $3.26M 0.3% -1,061 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 46,034 $3.1M 0.01% +88 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 43,571 $2.93M 0.02% +1,014 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 42,514 $2.86M 0.17% -47 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 40,451 $2.72M 0.95% +348 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 40,213 $2.71M 0.02% +3,266 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 40,160 $2.7M 0.48% +1,059 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 39,020 $2.63M 0.02% -10,242 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 38,800 $2.61M <0.01% -4,042 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 38,202 $2.57M 0.08% +2,973 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 37,336 $2.52M 0.48% +682 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 37,223 $2.5M <0.01% +25,291 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 36,155 $2.43M <0.01% +2,103 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 34,284 $2.31M <0.01% -16,657 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 33,540 $2.26M <0.01% -3,711 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 33,455 $2.25M 0.26% -190 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 30,934 $2.08M 1.08% -735 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 30,267 $2.04M 0.02% -1,907 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 31,453 $1.95M 1.98% +884 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 28,387 $1.91M 0.21% +6,084 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,897 $1.74M 0.02% -28,261 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 25,455 $1.71M 0.11% -47 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 24,674 $1.66M <0.01% -10,255 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 24,031 $1.62M 0.58% +343 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 23,488 $1.58M 0.14% +6,655 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 23,314 $1.57M 0.58% -802 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 21,373 $1.44M <0.01% +3,288 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 21,305 $1.43M 0.01% +3,030 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 21,226 $1.43M 0.28% -374 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 20,823 $1.4M <0.01% -859 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 19,435 $1.31M <0.01% -4,695 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,208 $1.28M <0.01% -557 13F-HR Timeline Group Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 18,192 $1.22M 0.95% +227 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,175 $1.16M 0.02% -465 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 16,013 $1.08M 0.08% +170 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,944 $938K 0.03% +224 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 13,859 $933K 0.45% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 13,268 $893K 0.53% -262 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 13,230 $890K 0.05% 0 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,010 $875K <0.01% +6,026 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,803 $862K <0.01% +331 13F-HR/A Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,680 $853K 0.02% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,060 $812K 0.01% -6,911 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 11,451 $771K 0.02% -590 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,382 $766K 0.01% 0 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 10,225 $688K 0.23% -440 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,137 $682K <0.01% +2,219 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,084 $679K 0.33% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,995 $673K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,750 $656K <0.01% +4 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,648 $649K 0.02% -1,188 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 8,903 $599K 0.02% -9,509 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 8,378 $564K 0.03% -140 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,319 $560K 0.01% -2 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,035 $541K 0.01% +1,203 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,028 $540K <0.01% +11 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,400 $498K 0.14% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,394 $498K <0.01% -54 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,080 $476K 0.06% +253 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 7,052 $475K 0.12% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 6,899 $464K 0.36% 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 6,626 $446K -3,027 Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 6,167 $415K 0.18% +35 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,110 $411K 0.1% -1,445 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 6,000 $404K 0.29% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,984 $403K 0.02% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,800 $390K <0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,699 $383K <0.01% new 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 5,688 $383K 0.18% -55 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,629 $379K 0.01% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,622 $378K 0.01% +17 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,528 $373K <0.01% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 5,547 $372K 0.06% -354 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,354 $360K 0.01% -117 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,363 $360K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,227 $352K 0.01% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,939 $332K <0.01% +595 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,916 $331K 0.24% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,821 $324K <0.01% -451 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,810 $324K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,776 $318K <0.01% +484 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,570 $308K <0.01% 0 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 4,074 $274K 0.17% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,065 $274K <0.01% 0 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,000 $269K 0.01% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,968 $267K 0.05% 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,735 $251K <0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,692 $248K <0.01% -4,240 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,547 $239K <0.01% -992 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,487 $233K 0.1% -51 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,439 $231K 0.01% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,365 $226K 0.01% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,318 $223K 0.07% -69 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,260 $219K 0.02% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,235 $218K 0.1% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,195 $215K 0.02% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,174 $214K 0.11% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,141 $211K 0.06% -90 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,746 $185K <0.01% +754 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,458 $165K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,147 $144K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,700 $114K 0.06% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,680 $113K <0.01% +300 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,521 $102K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,505 $101K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,495 $101K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,352 $91K <0.01% +902 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,215 $81.8K <0.01% -99 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,203 $81K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,180 $79.4K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,072 $72.1K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 959 $64.5K <0.01% -1 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 836 $56.3K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 801 $53.9K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 795 $53.5K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 714 $48K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 703 $47K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 561 $37.8K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 527 $35.4K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 526 $35.4K <0.01% -519 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 524 $35.4K <0.01% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 520 $35K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 516 $34.7K <0.01% -33 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 460 $31K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 425 $29K <0.01% 0 13F-HR/A Timeline ROGCO, LP More: the full row for ROGCO, LP 319 $21.5K 0.01% +95 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 318 $21.4K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 292 $19.6K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 258 $17.4K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 189 $12.7K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 187 $12.6K <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. 173 $11.6K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 172 $11.6K <0.01% -481 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 117 $7K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 82 $5.52K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 71 $4.78K <0.01% -2 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 54 $3.63K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 29 $1.95K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20 $1.35K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19 $1.28K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 16 $1.08K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12 $807 <0.01% -117 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11 $740 <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2 $135 <0.01% 0 13F-HR Timeline