CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4,350,385 $309M 0.05% -71,012 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,706,109 $192M 1.73% +221,829 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,062,288 $146M 0.6% +194,559 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,254,117 $89M 0.06% -128,229 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 654,982 $46.5M 0.2% +22,707 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 442,216 $31.4M <0.01% +13,905 13F-HR/A Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 348,045 $24.7M 1.89% +58,356 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 295,874 $21M 0.03% +30,095 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 260,183 $18.5M 0.03% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 242,959 $17.2M <0.01% -26,400 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 226,641 $16.1M 0.89% -8,153 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 199,798 $14.2M 1.74% +4,887 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 192,163 $13.6M -4,154 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 185,070 $13.1M 0.01% +687 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 160,321 $11.4M 3.47% +13,880 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 151,386 $10.7M <0.01% -89,747 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 148,557 $10.5M 3.9% +18,917 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 144,488 $10.3M 0.01% -2,194 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 138,828 $9.85M <0.01% +89,467 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 125,591 $8.91M 1.95% +1,658 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 108,190 $7.7M 0.01% +35,711 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 104,786 $7.44M 2% -1,676 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 94,759 $6.73M 0.04% -24,998 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 89,595 $6.36M 0.02% +23,632 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 88,867 $6.31M 0.38% +80,357 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 82,870 $5.88M 2.78% +6,605 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 76,777 $5.45M 2.55% -953 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 74,150 $5.26M 0.01% -16,268 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/ 73,790 $5.24M <0.01% +3,505 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 72,942 $5.18M <0.01% -1,767 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 71,604 $5.08M 0.01% +4,355 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 58,453 $4.15M 1.72% +392 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 58,093 $4.12M 0.21% -543 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 52,775 $3.75M 0.02% +4,470 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50,000 $3.55M <0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 37,054 $2.63M <0.01% -10,334 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 32,047 $2.27M 0.02% +1,599 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 29,600 $2.1M <0.01% +3,363 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 25,602 $1.82M <0.01% -427 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 24,876 $1.77M <0.01% +7,842 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 24,855 $1.76M 0.34% -437 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,609 $1.75M 0.05% -37 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 23,168 $1.64M 0.23% -648 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 22,673 $1.61M 0.95% +566 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,449 $1.52M 0.04% -2,529 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 21,201 $1.5M 0.04% +9 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 20,668 $1.47M 0.1% -7,889 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 20,502 $1.46M 0.55% +4,277 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 19,932 $1.41M 1.43% -737 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 19,547 $1.39M 0.67% +141 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 19,457 $1.38M 0.71% +115 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 19,192 $1.36M 1.17% -597 13F-HR Timeline CX Institutional More: the full row for CX Institutional 18,872 $1.34M 0.04% -943 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,082 $1.29M <0.01% +4,179 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 17,991 $1.28M 0.45% -46 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,525 $1.24M 0.01% +1 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 17,463 $1.24M 0.02% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 16,894 $1.2M 0.33% -2,564 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 16,713 $1.19M 0.79% +749 13F-HR/A Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 16,635 $1.18M 0.08% -181 13F-HR Timeline Group Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 16,208 $1.15M 0.35% -597 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 15,283 $1.08M 0.02% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,025 $1.07M <0.01% +1,433 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 14,359 $1.02M 0.1% +1,481 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,152 $1M 0.04% +1,553 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 13,670 $970K 0.06% -586 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,558 $962K <0.01% -25,885 13F-HR Timeline Group VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 12,983 $921K 0.28% -8,426 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,671 $899K 0.03% -2,339 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,033 $854K <0.01% -241 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,981 $850K 0.01% +641 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,538 $819K 0.06% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,626 $814K <0.01% +2,316 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,034 $783K <0.01% +696 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,973 $779K <0.01% -36 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 10,206 $724K 0.21% -150 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,965 $707K <0.01% -737 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,963 $707K 0.05% +7,607 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,840 $698K 0.03% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 9,448 $671K <0.01% +6,230 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 9,218 $654K <0.01% +4,826 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,793 $624K 0.08% -22,774 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,772 $623K 0.01% -412 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,691 $617K <0.01% -513 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,956 $565K <0.01% -405 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,940 $564K 0.46% +677 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 7,785 $553K 0.21% new 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7,682 $545K 0.08% +1,705 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,606 $536K 0.05% +1,350 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,302 $518K 0.02% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,230 $513K 0.02% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,182 $510K 0.01% -592 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,889 $489K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 6,650 $471K 0.02% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,146 $436K <0.01% +2,807 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 6,020 $427K 0.03% -245 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,868 $416K 0.01% +1,061 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 5,316 $377K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,978 $353K 0.09% -941 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,806 $341K <0.01% +23 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,787 $340K 0.04% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,602 $327K 0.02% -186 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,596 $326K <0.01% -51 13F-HR/A Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,573 $325K 0.25% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,463 $317K <0.01% -28 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 4,431 $314K <0.01% +4,367 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,350 $309K <0.01% -360 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,233 $300K 0.23% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,220 $300K <0.01% +57 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,181 $297K 0.17% 0 13F-HR/A Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 4,111 $292K 0.12% -55 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,069 $289K 0.18% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,053 $287K 0.05% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,946 $280K <0.01% -334 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 3,818 $271K 0.07% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,811 $270K <0.01% -1,109 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,642 $258K <0.01% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,561 $253K <0.01% -1,284 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,552 $252K 0.13% +187 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,345 $237K 0.01% +3 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,228 $229K 0.04% 0 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,190 $226K 0.04% +74 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,110 $221K 0.05% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,096 $220K <0.01% -2 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,077 $218K 0.02% new 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 3,075 $218K 0.37% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,070 $218K <0.01% +2,670 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,013 $214K <0.01% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,002 $213K 0.01% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,840 $202K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,838 $201K <0.01% -17,872 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,820 $200K <0.01% +3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,562 $182K <0.01% +967 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,555 $110K <0.01% +369 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,277 $90.6K <0.01% new 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,243 $88.2K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,223 $86.8K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,173 $83.2K <0.01% +251 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,032 $73.2K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 843 $59.8K <0.01% +144 13F-HR/A Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 662 $47K 0.02% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 624 $44.3K 0.02% 0 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) 613 $43.5K <0.01% -4,108 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 604 $42.9K <0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 597 $42.2K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 578 $41K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 573 $40.7K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 571 $40.5K 0.01% -120 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 557 $39.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 546 $38.1K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 528 $37.5K 0.02% -199 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 531 $37.3K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 512 $36.4K <0.01% +323 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 486 $34.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 441 $31.3K <0.01% +417 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 428 $30.4K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 375 $26.6K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 337 $23.9K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 228 $16.2K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 207 $14.7K <0.01% -472 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 204 $14.5K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 200 $14K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 199 $14K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 188 $13.3K <0.01% +1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 167 $11.9K 0.01% -11 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 166 $11.8K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 163 $11.6K <0.01% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 162 $11.5K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 151 $10.7K <0.01% 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 132 $9.37K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 125 $8.87K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 109 $7.77K <0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 97 $6.88K <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. 97 $6.88K <0.01% -31 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 79 $5.61K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 74 $5.25K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 72 $5.11K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 70 $4.97K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 69 $4.9K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 54 $3.83K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 54 $3.83K <0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 49 $3.48K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 43 $3.05K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 39 $2.77K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 36 $2.56K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. 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