CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4,314,847 $316M 0.05% -35,538 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,990,672 $219M 1.9% +284,563 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,065,170 $147M 0.58% +2,882 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,173,277 $86M 0.05% -80,840 13F-HR/A Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 650,346 $47.7M 0.21% -4,636 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 460,192 $33.7M <0.01% +17,976 13F-HR/A Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 362,496 $26.6M 1.99% +14,451 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 297,696 $21.8M 0.03% +1,822 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 246,813 $18.1M <0.01% +3,854 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 228,884 $16.8M 0.03% -31,299 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 199,633 $14.8M 1.7% -165 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 200,355 $14.7M 2.34% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 188,614 $13.8M -3,549 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 185,029 $13.6M 0.01% -41 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 183,194 $13.4M <0.01% +31,808 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 171,439 $12.6M 0.01% +26,951 13F-HR Timeline Group Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 164,639 $12.1M 3.32% +4,318 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 158,791 $11.6M 2.44% +33,200 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 135,395 $9.92M <0.01% -3,433 13F-HR Timeline Group REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 122,722 $8.99M 7.11% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 105,853 $7.77M 0.01% -2,337 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 104,974 $7.69M 2.04% +188 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 104,850 $7.68M 0.17% +15,255 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 100,769 $7.38M 0.04% +6,010 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 97,690 $7.16M 3.26% +14,820 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 90,399 $6.62M 0.32% +1,532 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/ 82,551 $6.05M <0.01% +8,761 13F-HR Timeline Group SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 75,859 $5.56M 2.56% -918 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 75,646 $5.54M 0.01% +4,042 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 74,672 $5.47M <0.01% +1,730 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 67,613 $4.96M 0.01% -6,537 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 58,364 $4.28M 1.7% -89 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 57,943 $4.25M 0.21% -150 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 53,173 $3.9M 0.02% +398 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 52,731 $3.86M 0.18% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 51,567 $3.78M 0.42% 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 49,900 $3.66M 0.01% new 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 40,366 $2.96M 0.07% +19,165 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 33,490 $2.45M <0.01% +3,890 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 33,201 $2.43M <0.01% +7,599 13F-HR Timeline Group Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 28,324 $2.1M 0.73% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 27,818 $2.04M 0.01% -4,229 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 25,687 $1.88M <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 25,512 $1.87M <0.01% -11,542 13F-HR Timeline Group LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 24,627 $1.8M 0.34% -228 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 24,610 $1.8M <0.01% -266 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,570 $1.8M 0.05% -39 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 22,771 $1.67M 0.6% +2,269 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 22,477 $1.65M 0.92% -196 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 22,223 $1.63M 0.21% -945 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,754 $1.59M 0.03% +305 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,649 $1.59M <0.01% +3,567 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,992 $1.54M <0.01% +7,434 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 20,655 $1.51M 0.1% -13 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 20,480 $1.5M 0.72% +933 13F-HR Timeline CX Institutional More: the full row for CX Institutional 19,955 $1.46M 0.04% +1,083 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 19,680 $1.44M 1.26% -252 13F-HR/A Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 19,220 $1.41M 1.14% +28 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 18,884 $1.38M +2,249 Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 18,766 $1.38M 0.13% +4,407 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 18,691 $1.37M 0.45% +700 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,825 $1.31M 0.01% +300 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 17,577 $1.29M 0.02% +114 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 17,498 $1.28M 0.79% +785 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 17,227 $1.26M 0.34% +333 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 16,777 $1.23M 1.18% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 16,747 $1.23M 0.08% +6,784 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 16,327 $1.2M 0.59% -3,130 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15,908 $1.17M 0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,790 $1.08M 0.04% +638 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,414 $1.06M <0.01% +4,449 13F-HR Timeline Group RFP Financial Group LLC More: the full row for RFP Financial Group LLC 14,235 $1.04M 0.5% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,067 $1.03M <0.01% -958 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 13,550 $993K 0.07% -120 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,837 $941K 0.03% +166 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,656 $927K 0.01% +675 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,436 $911K <0.01% +1,463 13F-HR Timeline Group BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 12,153 $891K 0.72% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,807 $868K <0.01% +181 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,670 $855K <0.01% -363 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 11,576 $848K 0.03% +1,736 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,538 $846K 0.06% 0 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,842 $794K <0.01% -192 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 10,593 $776K 0.23% +387 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 9,218 $675K <0.01% 0 13F-HR/A Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,628 $632K 0.09% +946 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,554 $627K 0.08% -239 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,504 $623K <0.01% -187 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,486 $622K 0.02% +1,184 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 8,136 $596K 0.3% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,956 $583K <0.01% 0 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,805 $572K 0.47% -135 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,681 $562K 0.05% +75 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,156 $524K 0.01% -26 13F-HR Timeline Group Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 6,945 $509K 0.45% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,889 $505K <0.01% 0 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,870 $503K 0.35% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,775 $497K 0.02% +125 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,483 $475K 0.06% +1,696 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,274 $460K 0.01% +406 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,142 $450K <0.01% -4 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 5,681 $427K 0.06% 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 5,710 $418K 0.16% -2,075 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 5,484 $402K <0.01% new 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 5,316 $390K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,273 $386K <0.01% +2,435 13F-HR Timeline Group VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 5,165 $378K 0.11% -7,818 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,070 $372K 0.03% -950 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,990 $366K <0.01% +184 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,903 $359K 0.23% +834 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,573 $335K 0.25% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,476 $328K 0.01% -126 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,436 $325K <0.01% -27 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 $325K <0.01% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,313 $316K <0.01% -283 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,290 $314K 0.05% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,233 $310K 0.24% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,176 $306K <0.01% -44 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,182 $306K 0.2% +1 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $305K 0.13% -4,111 13F-HR Timeline Amount filed as zero, left out of ratios. Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,147 $304K 0.07% -831 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,105 $301K 0.01% new 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,053 $297K 0.05% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,044 $296K 0.05% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,017 $294K <0.01% -333 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 3,961 $293K 0.07% +143 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,936 $288K 0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,830 $281K <0.01% -4,942 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,787 $278K 0.09% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,756 $275K 0.01% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,753 $275K 0.14% +201 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,675 $263K 0.01% +33 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,476 $255K <0.01% -470 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,449 $253K <0.01% new 13F-HR/A Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,420 $251K 0.06% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,347 $245K 0.01% +2 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,224 $236K <0.01% -337 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,174 $233K 0.04% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,121 $229K <0.01% -690 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,110 $228K 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 $227K <0.01% 0 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,083 $226K 0.02% +6 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 3,075 $225K 0.34% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,070 $225K <0.01% 0 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,013 $221K <0.01% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,941 $216K <0.01% +101 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,927 $214K 0.01% -75 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,875 $211K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,823 $207K <0.01% +3 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,778 $204K <0.01% new 13F-HR Timeline Group MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,766 $203K 0.04% -424 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,547 $187K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,438 $179K <0.01% -124 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,594 $117K <0.01% +317 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,558 $114K <0.01% +3 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,405 $103K <0.01% +232 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,243 $91.1K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,223 $89.6K 0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,184 $86.8K <0.01% new 13F-HR Timeline Group IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,101 $81K 0.08% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 772 $56.6K <0.01% -71 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 727 $53.3K <0.01% +539 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 662 $48.5K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 605 $44.3K <0.01% +1 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 573 $42K 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 $41.8K 0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 557 $40.8K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 557 $40.8K 0.02% -67 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 546 $39.7K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 531 $38.9K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 529 $38.8K 0.02% +1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 513 $37.6K <0.01% +27 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 502 $36.8K <0.01% -10 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 428 $31.4K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 411 $30.1K <0.01% -30 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 375 $27.5K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 360 $26.4K <0.01% +161 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 263 $19K <0.01% +63 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 257 $18.8K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 228 $16.7K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 207 $15.2K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 204 $14.9K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 167 $12.2K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. 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