Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,557,848 $247M 1.2% +412,109 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,480,774 $172M 0.02% +111,894 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,959,222 $136M 0.49% -78,325 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,075,138 $74.7M 0.04% +32,221 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 683,957 $47.5M 0.01% +680,061 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 626,072 $43.5M <0.01% +105,715 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 558,482 $38.8M 0.15% +9,467 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 239,009 $16.6M 0.02% -30,668 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 222,930 $15.5M 0.02% -5,320 13F-HR/A Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 188,428 $13.1M +973 Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 185,438 $12.9M 3.34% +15,034 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 166,702 $11.6M 7.56% +40,680 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 154,723 $10.8M <0.01% -21,104 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 143,517 $9.97M <0.01% +132,027 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 141,467 $9.83M 0.01% -2,611 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 140,850 $9.79M 1.87% +5,345 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 120,581 $8.38M 0.04% +12,688 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 117,884 $8.19M <0.01% +45,048 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 117,773 $8.18M 3.2% +11,973 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 107,823 $7.49M <0.01% -101,056 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 105,722 $7.35M 1.85% -610 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 100,866 $7.02M 0.01% +30,947 13F-HR Timeline Group Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 89,900 $6.27M 4.23% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 87,005 $6.05M 0.01% -95,339 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 75,269 $5.23M <0.01% -368 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/ 74,708 $5.19M <0.01% +3,245 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 73,084 $5.08M 0.11% +55,075 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 71,828 $4.99M 2.08% +576 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 70,327 $4.89M 0.01% -4,272 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 68,836 $4.78M 0.02% +11,289 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 63,080 $4.38M 0.01% +1,584 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 62,747 $4.36M 0.18% +17,876 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 57,756 $4.01M 0.17% -984 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 56,825 $3.95M <0.01% +252 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 55,865 $3.88M 0.01% +2,538 13F-HR Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 51,696 $3.59M 1.2% +1,576 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 50,207 $3.49M 0.38% -2,315 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50,000 $3.47M <0.01% -50,000 13F-HR Timeline Group NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 49,701 $3.45M 0.13% -1,199 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 36,594 $2.54M <0.01% -267 13F-HR Timeline Group Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 31,541 $2.19M 0.76% +1,257 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 30,965 $2.15M <0.01% -10,656 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 29,700 $2.06M 0.02% +3,206 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 29,199 $2.03M 0.04% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 28,984 $2.01M 0.83% +2,929 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 28,789 $2M 0.64% +2,206 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 27,319 $1.9M 0.33% +2,735 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 25,831 $1.79M 0.06% +10,282 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 26,206 $1.79M <0.01% +3,835 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 25,481 $1.77M 0.01% +8,790 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,088 $1.67M 0.04% -151 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 23,616 $1.64M 0.2% +1,576 13F-HR Timeline CX Institutional More: the full row for CX Institutional 23,476 $1.63M 0.05% -2,939 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 22,773 $1.58M <0.01% +19,118 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 22,478 $1.56M 0.13% +1,816 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 22,122 $1.54M 0.73% -55 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 21,367 $1.48M 0.01% +3,860 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,233 $1.48M 0.02% +164 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 21,058 $1.46M 1.01% +1,239 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 20,959 $1.46M 0.09% -314 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 20,889 $1.45M 0.78% +1,638 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 19,226 $1.34M 0.93% 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 19,174 $1.33M 0.4% -70 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 19,000 $1.32M <0.01% -7,500 13F-HR Timeline Group KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 18,936 $1.32M 1.09% -238 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 18,706 $1.3M -1,127 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,732 $1.23M 0.01% +207 13F-HR/A Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 17,495 $1.22M 0.29% +319 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 16,583 $1.15M <0.01% +3,473 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,401 $1.14M <0.01% +2,366 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 16,299 $1.14M <0.01% +12,254 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 15,398 $1.07M 0.01% -42 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,709 $1.02M <0.01% +1,465 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 14,201 $987K 0.1% +3,563 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 14,141 $983K 0.03% +294 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 13,496 $928K new Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,055 $907K 0.01% +738 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,894 $896K 0.06% -98 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 12,727 $884K 0.34% -4,268 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12,610 $876K 0.12% +3,205 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,018 $835K <0.01% -14,492 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,538 $802K 0.05% -1,430 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 10,480 $728K -2,290 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,941 $719K <0.01% +837 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) 10,330 $718K 0.02% new 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 10,330 $718K 0.19% -216 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 10,136 $704K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,037 $628K <0.01% +8,609 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 8,962 $623K <0.01% +257 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 8,843 $614K 0.02% -4,251 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 8,136 $565K 0.26% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,529 $525K 0.04% -152 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,551 $525K 0.36% -160 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,352 $511K 0.02% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,117 $494K <0.01% -319 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 6,923 $481K 0.27% +1,608 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,816 $474K 0.05% -191 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,775 $469K 0.02% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,241 $434K <0.01% -5,283 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,011 $418K <0.01% -846 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 5,976 $415K 0.3% -182 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 5,435 $378K 0.14% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,180 $360K <0.01% -1,931 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 4,925 $342K 0.09% +163 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,911 $341K 0.01% -205 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,872 $339K <0.01% +33 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,821 $335K <0.01% +661 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,750 $330K 0.01% -767 13F-HR Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 4,573 $318K 0.21% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,262 $313K 0.03% -669 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,465 $310K <0.01% +569 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 4,229 $306K 0.13% +324 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $303K 0.07% 0 13F-HR Timeline Amount filed as zero, left out of ratios. J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,275 $297K 0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,248 $295K <0.01% +72 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,233 $294K 0.16% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,213 $293K 0.05% +91 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,153 $289K 0.01% 0 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 4,137 $287K 0.16% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,136 $287K <0.01% -152 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,126 $287K 0.15% -57 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,108 $285K 0.04% -182 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,020 $279K <0.01% +1,007 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,990 $277K <0.01% new 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 3,981 $277K 0.07% +10 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,897 $271K 0.18% -2,673 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,895 $271K 0.01% +657 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,787 $263K 0.07% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,743 $260K 0.03% -310 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,477 $242K <0.01% -231 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,455 $240K <0.01% +372 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,420 $238K 0.05% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,352 $233K 0.01% +3 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,339 $232K <0.01% -3,601 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,337 $232K <0.01% -40 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,196 $222K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,110 $216K 0.04% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,099 $215K 0.02% +7 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,059 $213K 0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,023 $210K <0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,981 $207K <0.01% -377 13F-HR/A Timeline Group MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,939 $204K 0.04% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 2,920 $203K 0.12% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,903 $202K 0.08% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,697 $187K <0.01% -263 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,547 $177K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,050 $142K <0.01% +1,550 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,925 $134K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,620 $113K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,460 $101K <0.01% -102 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,294 $89.9K <0.01% -300 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,243 $86.4K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,023 $71.1K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 893 $62K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 776 $53.9K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 769 $53.4K <0.01% -447 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 703 $48.9K 0.01% -1,651 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 662 $46K 0.02% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 573 $39.8K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 572 $39.7K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 572 $39.7K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 571 $39.7K 0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 557 $38.7K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 429 $29.8K <0.01% +1 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 419 $29.7K 0.02% 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 417 $29K 0.03% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 411 $28.6K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 375 $26.1K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 318 $22.1K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 300 $20.8K <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 300 $20.8K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 261 $18.2K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 257 $17.9K <0.01% 0 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 256 $17.8K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 228 $15.8K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 208 $14.5K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 192 $13.3K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 167 $11.6K <0.01% +1 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 164 $11.4K <0.01% -283 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 162 $11.3K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 135 $9.38K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 133 $9.24K <0.01% -480 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 132 $9.17K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 125 $8.69K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 113 $7.85K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 109 $7.61K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 109 $7.57K <0.01% -301 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 100 $6.95K <0.01% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 97 $6.74K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 86 $6K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 79 $5.49K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 74 $5.14K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 72 $5K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 70 $4.99K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 70 $4.86K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 69 $4.79K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 60 $4.17K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 49 $3.43K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 43 $3.01K <0.01% +7 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 25 $1.74K <0.01% new 13F-HR Timeline