Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,503,754 $140M 0.55% +19,658 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 1,308,507 $122M 0.02% +62,980 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,103,019 $103M 0.56% +136,414 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 300,710 $28M 0.13% -1,947 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 247,969 $23.1M <0.01% +43,957 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/ 198,809 $18.5M <0.01% -653,615 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 186,211 $17.4M 0.04% -25,878 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 141,167 $13.2M 4.43% +4,024 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 126,898 $11.8M 0.02% -29,389 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 120,911 $11.3M <0.01% -12,529 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 104,680 $9.76M -140 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 75,282 $7.02M <0.01% +18,482 13F-HR Timeline Group Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 68,136 $6.35M 1.91% +6,297 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 66,957 $6.24M <0.01% -463 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 59,519 $5.55M 2.53% +7,637 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 59,094 $5.51M 2.45% +1,825 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 56,569 $5.28M <0.01% -4,096 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 56,137 $5.24M <0.01% +2,814 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 51,331 $4.79M <0.01% +15,855 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 50,674 $4.73M 0.16% +42 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 49,670 $4.63M <0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 47,271 $4.41M 0.5% -9,368 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 46,700 $4.36M <0.01% -11,200 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 45,103 $4.21M 0.02% +2,781 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 41,921 $3.92M 0.01% -37,118 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 40,945 $3.82M 0.11% -1,937 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 40,546 $3.78M <0.01% -14,641 13F-HR Timeline CX Institutional More: the full row for CX Institutional 40,526 $3.78M 0.12% +6,458 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 40,205 $3.75M <0.01% +2,074 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 40,194 $3.75M 1.11% +5,705 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 38,541 $3.59M 0.01% +5,695 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,827 $3.53M <0.01% +15,715 13F-HR Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 33,772 $3.15M 1.2% -1,174 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 33,432 $3.12M <0.01% +10,586 13F-HR Timeline Group SFI Advisors, LLC More: the full row for SFI Advisors, LLC 32,080 $2.99M 3.14% -15,867 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 32,025 $2.99M 0.5% +550 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/ 27,784 $2.59M <0.01% +27,500 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 70,393 $2.54M 0.73% new 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 26,588 $2.48M +3,900 Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 24,512 $2.29M 0.11% +311 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,471 $2.28M <0.01% -96,252 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 24,266 $2.26M 0.29% +4,210 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 22,954 $2.14M 0.01% -3,025 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 21,984 $2.05M <0.01% -10,239 13F-HR/A Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 21,679 $2.02M <0.01% -27,425 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 19,001 $1.97M 1.76% +5,535 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 20,499 $1.91M 0.01% +344 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 19,932 $1.86M 0.35% +638 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 18,510 $1.73M 0.43% -1,423 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 18,026 $1.68M <0.01% -53,126 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 17,791 $1.66M 0.01% +11,675 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 17,221 $1.61M 0.04% +13,076 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 16,206 $1.51M 0.43% -346 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 16,078 $1.5M 1.37% -11 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,069 $1.5M 0.01% -249 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,346 $1.39M <0.01% +2,493 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 14,649 $1.37M <0.01% -124 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 14,329 $1.34M 0.13% +734 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 13,836 $1.29M 0.05% -642 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,758 $1.28M 0.04% +328 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 13,693 $1.28M 0.07% -5,630 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 13,644 $1.27M 0.6% -3,649 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,539 $1.26M <0.01% -348 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 13,440 $1.25M 0.24% +794 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,638 $1.18M <0.01% +10,452 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,622 $1.18M 0.04% +1,975 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,573 $1.08M 0.03% -1,585 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 11,172 $1.04M 0.18% -2,381 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 10,288 $960K 0.28% -1,820 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,769 $911K 0.01% -295 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,662 $901K <0.01% -3,528 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,445 $881K 0.04% +734 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,387 $875K 0.02% +182 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,959 $835K 0.01% -7,782 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,518 $794K 0.03% -76 13F-HR Timeline Group Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 8,453 $788K 0.05% -195 13F-HR Timeline Group BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 8,320 $776K 0.64% +256 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 7,795 $727K 0.05% -540 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 7,751 $723K 0.31% -1,017 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,696 $718K 0.04% -1,905 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,637 $712K <0.01% +1,089 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,415 $692K 0.25% -201 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,366 $687K 0.02% -227 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,254 $677K 0.04% +553 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,166 $668K 0.04% -3,004 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,116 $664K 0.01% +1 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,957 $649K <0.01% +716 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,388 $596K 0.01% -1,866 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,307 $593K 0.01% -327 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,296 $587K <0.01% +1,188 13F-HR/A Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 6,234 $581K +1,974 Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 6,124 $571K 0.37% +905 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,760 $537K 0.03% +184 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 5,140 $525K 0.19% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 5,221 $487K 0.12% +41 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 5,065 $472K 0.32% +1,085 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,789 $444K <0.01% -3,233 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,638 $433K 0.02% +304 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,623 $431K <0.01% -70 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,621 $431K 0.03% -1,500 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,580 $427K 0.01% +1 13F-HR Timeline Group Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 4,557 $425K 0.27% 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,381 $409K <0.01% +1,500 13F-HR Timeline Group Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 4,374 $408K 0.15% -77 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,270 $398K 0.03% -85 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,216 $393K 0.08% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,131 $385K 0.02% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,008 $374K 0.13% -16 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,980 $371K 0.16% -1,000 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,852 $359K <0.01% new 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,765 $351K 0.39% -415 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,680 $343K 0.07% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,556 $332K 0.15% -2,568 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,391 $316K 0.02% +1 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 3,320 $310K 0.09% -30 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,308 $308K 0.02% -430 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,267 $305K 0.02% -263 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,033 $283K 0.06% +111 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,015 $281K <0.01% +402 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,881 $269K <0.01% -1,044 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,879 $268K <0.01% 0 13F-HR Timeline Group TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 2,800 $261K 0.23% 0 13F-HR Timeline Group Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 2,727 $254K 0.09% +187 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,688 $251K <0.01% -2,377 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 2,672 $249K 0.01% -481,367 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,947 $249K 0.08% new 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 2,658 $248K <0.01% -3,622 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,534 $236K 0.01% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,482 $232K 0.01% new 13F-HR/A Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,458 $229K 0.02% +67 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,443 $228K 0.01% -1,132 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,434 $227K 0.05% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,407 $224K <0.01% -1,725 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,320 $216K <0.01% new 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 2,276 $212K 0.01% -332 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,271 $212K <0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,269 $212K <0.01% new 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,186 $204K 0.14% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,965 $183K <0.01% -45 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,468 $137K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,441 $134K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,436 $134K 0 Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,431 $133K <0.01% +9 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,406 $131K <0.01% +34 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,394 $130K 0.02% -10 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,425 $129K <0.01% +120 13F-HR/A Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,344 $125K 0.01% new 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,203 $112K 0.01% +43 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,124 $105K <0.01% +1,024 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1,068 $99.6K 0.02% -8 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,011 $94.3K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 800 $74.7K <0.01% +1 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 695 $64.8K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 618 $57.6K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 606 $56.5K <0.01% -12 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 560 $52.2K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 550 $51.3K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 541 $50.5K <0.01% +46 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 522 $48.7K 0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 434 $40.5K <0.01% 0 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 364 $33.9K 0.02% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 350 $32.6K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 345 $32.2K 0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 343 $32K <0.01% -832 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 316 $29.4K <0.01% -216 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 312 $29.3K <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 300 $28K 0.01% new 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 261 $24.3K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 253 $23.6K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 250 $23.5K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 239 $22.5K <0.01% +146 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 211 $19.7K <0.01% -14 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 212 $19.7K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 210 $19.6K <0.01% -24,311 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 207 $19.3K <0.01% +36 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 200 $18.7K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. 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