Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,145,739 $214M 1.45% +155,067 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 2,368,880 $161M 0.02% -1,945,967 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,037,547 $139M 0.54% -27,623 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,042,917 $71M 0.04% -130,360 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 549,015 $37.4M 0.17% -101,331 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 520,357 $35.4M <0.01% +60,165 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 317,719 $21.6M 1.59% -44,777 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 269,677 $18.4M 0.03% -28,019 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 228,250 $15.5M 0.02% -634 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 208,879 $14.2M <0.01% -37,934 13F-HR/A Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 200,794 $13.7M 1.5% +1,161 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 187,455 $12.8M -1,159 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 182,344 $12.4M 0.01% -2,685 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 175,827 $12M <0.01% -7,367 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 170,404 $11.6M 3.48% +5,765 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 144,078 $9.81M 0.01% -27,361 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 135,505 $9.23M 1.94% -23,286 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 126,022 $8.58M 6.84% +3,300 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 107,893 $7.35M 0.04% +7,124 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 106,332 $7.24M 2.44% +1,358 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 105,800 $7.21M 3.29% +8,110 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 100,000 $6.81M <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 75,637 $5.15M <0.01% +965 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 74,599 $5.08M 0.01% -1,047 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 72,836 $4.96M <0.01% +39,635 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/ 71,463 $4.87M <0.01% -11,088 13F-HR Timeline Group SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 71,252 $4.85M 2.27% -4,607 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 69,919 $4.77M 0.01% -35,934 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 61,496 $4.19M 0.01% -6,117 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 58,740 $4M 0.2% +797 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 57,547 $3.92M 0.02% +4,374 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 56,573 $3.85M <0.01% -78,822 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 53,327 $3.63M 0.01% +3,427 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 52,522 $3.58M 0.41% +955 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 50,900 $3.47M 0.17% -1,831 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 50,120 $3.41M 1.3% -8,244 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 44,871 $3.06M 0.15% -45,528 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 41,621 $2.84M <0.01% +20,629 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 36,861 $2.51M <0.01% +3,371 13F-HR Timeline Group Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 30,284 $2.06M 0.74% +1,960 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 26,583 $1.81M 0.66% +3,812 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 26,510 $1.81M <0.01% +998 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 26,500 $1.81M <0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 26,494 $1.8M 0.02% -1,324 13F-HR Timeline CX Institutional More: the full row for CX Institutional 26,415 $1.8M 0.05% +6,460 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 26,055 $1.77M 0.86% +5,575 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 24,584 $1.67M 0.31% -43 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 24,380 $1.66M 0.11% +3,725 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,239 $1.65M 0.04% -331 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 22,177 $1.51M 0.8% -300 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 22,040 $1.5M 0.21% -183 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22,371 $1.46M <0.01% +722 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 21,273 $1.45M 0.11% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,069 $1.44M 0.02% -685 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 20,662 $1.41M 0.13% +1,896 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 19,833 $1.35M +949 Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 19,819 $1.35M 1.21% +3,042 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 19,251 $1.31M 0.77% +1,753 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 19,244 $1.31M 0.44% +553 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 19,174 $1.31M 1.19% -506 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 18,009 $1.23M 0.03% -86,841 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,525 $1.19M 0.01% -300 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 17,507 $1.19M 0.01% +1,599 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 17,176 $1.17M 0.32% -51 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 16,995 $1.16M 0.56% +668 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 16,691 $1.14M 0.01% +11,207 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,549 $1.06M 0.04% +759 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,440 $1.05M 0.01% -2,137 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,035 $956K <0.01% -32 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 13,847 $943K 0.04% +2,271 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13,580 $925K 0.06% -3,167 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,244 $902K <0.01% -1,170 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,110 $893K <0.01% -11,500 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,094 $892K 0.02% +257 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,992 $885K 0.06% -558 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 12,968 $883K 0.06% +1,430 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 12,770 $870K +1,100 Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 12,531 $854K 0.7% +378 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,317 $839K 0.01% -339 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,524 $785K <0.01% +682 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 11,490 $782K <0.01% -946 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 10,638 $725K 0.08% +4,155 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 10,546 $718K 0.22% -47 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 9,405 $641K 0.09% +777 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,104 $628K <0.01% -2,703 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 8,705 $593K <0.01% -513 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,681 $572K 0.04% 0 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 8,136 $554K 0.23% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,436 $545K <0.01% +547 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,711 $525K 0.44% -94 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,352 $501K 0.02% -1,134 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,111 $484K <0.01% -1,393 13F-HR/A Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,007 $477K 0.06% -1,547 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,940 $473K <0.01% +798 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,857 $467K <0.01% +1,867 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,775 $461K 0.02% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,661 $454K <0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,570 $447K 0.31% -300 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 6,158 $419K 0.38% -787 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,517 $376K 0.01% -757 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 5,435 $370K 0.16% -275 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,931 $364K 0.04% -750 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 5,315 $362K 0.24% +412 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 5,116 $349K 0.01% -200 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,037 $343K 0.03% -33 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,839 $330K 0.01% -2,317 13F-HR Timeline Group VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 4,762 $324K 0.09% -403 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,573 $314K 0.24% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $308K 0.13% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,290 $292K 0.05% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,288 $292K <0.01% -25 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,971 $292K 0.07% +10 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,233 $288K 0.19% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,905 $288K 0.13% +152 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,183 $285K 0.18% +1 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,176 $284K <0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,160 $283K <0.01% -276 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,153 $283K 0.01% -323 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 4,137 $282K 0.18% 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,122 $281K 0.05% +78 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,053 $276K 0.04% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,045 $266K <0.01% -1,228 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,896 $265K <0.01% +420 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,896 $265K <0.01% +66 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,787 $258K 0.07% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,756 $256K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,708 $253K <0.01% +1,270 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. 3,655 $249K <0.01% new 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,420 $233K 0.06% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,377 $230K <0.01% -640 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,358 $229K <0.01% -91 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,349 $228K 0.02% +2 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,238 $221K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,110 $212K 0.04% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,092 $211K 0.02% +9 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,083 $210K <0.01% -13 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,023 $206K <0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,013 $205K <0.01% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,964 $202K <0.01% 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,960 $202K <0.01% -110 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,547 $174K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,354 $160K 0.04% -1,793 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,620 $110K <0.01% -6,336 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,594 $109K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,562 $107K <0.01% +4 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,243 $84.7K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,216 $82.8K <0.01% +444 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,023 $69.7K <0.01% -200 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 780 $53.1K <0.01% +517 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 662 $45.1K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 613 $41.8K <0.01% +100 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 572 $39.3K 0.01% +41 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 573 $39K 0.02% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 572 $39K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 571 $38.9K 0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 557 $37.9K 0.02% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 500 $34.1K <0.01% new 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 447 $30.4K <0.01% -55 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 428 $29.2K <0.01% -177 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 428 $29.2K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 411 $28K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 410 $27.9K <0.01% -147 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 375 $25.5K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 318 $21.7K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 312 $21.4K <0.01% -234 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 300 $20.4K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 257 $17.5K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 228 $15.5K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 208 $14.2K <0.01% +1 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 192 $13.1K <0.01% 0 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 167 $11.4K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 166 $11.3K <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 $11.1K <0.01% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 162 $11K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 132 $8.99K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 125 $8.52K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 109 $7.46K <0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 97 $6.61K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 94 $6.4K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 86 $6K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 88 $6K <0.01% -34 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 79 $5.38K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 72 $5.31K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 74 $5.04K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 70 $4.77K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 69 $4.7K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 69 $4.7K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 60 $4.09K <0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 49 $3.36K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 43 $2.93K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 36 $2.45K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18 $1.26K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 18 $1.23K <0.01% -1,387 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 12 $824 <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7 $477 <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2 $136 <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1 $53 <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0 $33 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.