Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,801 $345K 0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,711 $340K 0.02% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,625 $334K 0.03% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,447 $324K 0.01% +113 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 5,296 $315K 0.2% -373 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,213 $310K <0.01% +31 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,200 $309K <0.01% +719 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,087 $302K 0.02% +33 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 4,937 $294K <0.01% -130,827 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,894 $291K <0.01% +88 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,870 $290K <0.01% 0 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,812 $286K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,862 $282K <0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,706 $280K 0.02% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,567 $272K 0.01% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,450 $265K 0.08% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,331 $257K <0.01% -2 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,298 $256K 0.01% +11 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,234 $252K 0.01% -105 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,206 $250K 0.05% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,122 $245K 0.01% +128 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,110 $244K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,995 $238K <0.01% -77 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,972 $236K 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,925 $233K <0.01% new 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 3,844 $229K 0.16% new 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,803 $226K 0.03% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 3,763 $224K 0.07% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,723 $221K 0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,621 $215K <0.01% new 13F-HR Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,617 $215K 0.07% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,594 $214K <0.01% -398 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,563 $212K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,503 $208K <0.01% +219 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,500 $208K <0.01% -5,000 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,419 $203K 0.05% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,415 $203K 0.05% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,581 $153K <0.01% -580 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,560 $152K <0.01% +2,406 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,520 $150K <0.01% 0 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,515 $150K <0.01% -1,177 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,436 $145K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,434 $145K 0.02% -1,051 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 2,327 $138K <0.01% -4,137 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,308 $137K <0.01% 0 13F-HR/A Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 2,300 $137K 0.04% -9,500 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,107 $125K <0.01% -13,432 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,707 $101K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,658 $98.6K 0.04% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,649 $98K 0.02% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,644 $97.7K 0.03% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,614 $96K <0.01% -137 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,595 $95K 0.02% -175 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,567 $93.2K <0.01% +1,015 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,571 $93K <0.01% 0 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 1,560 $92.7K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,544 $91.8K 0.04% -153 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,511 $89.8K <0.01% -588 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 998 $59.8K 0.02% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 942 $56K 0.02% -102 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 938 $55.8K <0.01% -547 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 833 $49.5K <0.01% +119 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 791 $47K <0.01% -400 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 738 $44K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 729 $43.3K 0.03% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 721 $42.9K 0.11% +376 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 641 $38.1K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 601 $35.7K <0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 578 $34.3K <0.01% +12 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 577 $34.3K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 573 $34.1K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 565 $33.6K <0.01% +147 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 547 $32.5K 0.03% 0 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 516 $31K <0.01% +170 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 461 $27.4K <0.01% +36 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 458 $27.2K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 458 $27.2K 0.01% 0 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 404 $24K 0.02% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 388 $23.1K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 387 $23K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 350 $20.8K 0.01% -104 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 321 $19.1K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 318 $18.9K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 300 $17.8K 0.02% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 296 $17.6K <0.01% +6 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 290 $17.2K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 251 $15K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 248 $14.7K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 241 $14.4K <0.01% -202 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 231 $13.7K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 225 $13.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 215 $12.8K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 214 $12.7K <0.01% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 213 $12.7K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 211 $12.5K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 201 $11.9K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 187 $11.1K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 182 $10.8K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 164 $9.75K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 164 $9.73K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 158 $9.39K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 150 $8.92K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 137 $8.14K <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 131 $7.79K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 130 $7.73K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 125 $7.43K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 115 $6.84K <0.01% +15 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 104 $6.17K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 100 $5.95K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 93 $5.53K <0.01% new 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 89 $5.29K <0.01% +1 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 59 $3.51K <0.01% -745 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 58 $3.51K <0.01% +35 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 52 $3.09K <0.01% -46 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 50 $2.97K <0.01% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 43 $2.56K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 40 $2.38K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 36 $2.14K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 32 $1.92K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 28 $1.67K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 27 $1.61K <0.01% +12 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 26 $1.55K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 25 $1.49K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 25 $1.48K <0.01% +1 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 19 $1.13K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $1.07K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 13 $773 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9 $535 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $69 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.