FMR LLC in group FMR LLC More: the full row for FMR LLC 16,164,365 $564M 0.03% +1,428,259 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,004,903 $70M 0.1% +190,516 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 993,502 $34.7M 10.41% +44,378 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 729,362 $25.5M 0.01% +146,571 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 648,222 $22.6M 11.21% +154 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 477,196 $16.7M 0.03% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 330,129 $11.5M <0.01% +78,079 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 246,013 $8.59M 0.01% +13,686 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 242,032 $8.45M 1.9% -1,776 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 214,451 $7.49M 1.29% +7,058 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 214,137 $7.48M 3.28% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 182,312 $6.37M 0.01% -297,488 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 168,479 $5.88M 2.82% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 139,037 $4.85M 0.02% -67,487 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 138,046 $4.82M 0.16% -3,272 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 123,314 $4.3M 0.1% +81,324 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 117,328 $4.1M 2.65% +6,512 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 104,938 $3.66M 0.01% +7,596 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 92,544 $3.23M 1.38% +5,840 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 84,373 $2.95M <0.01% -100,024 13F-HR Timeline Group Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 77,406 $2.7M 1.83% -1,823 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 73,235 $2.56M <0.01% +43,486 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 71,009 $2.48M 0.03% -13,008 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 59,119 $2.06M 0.01% +47,454 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 57,961 $2.02M <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 53,618 $1.87M 0.01% -404 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 49,551 $1.73M <0.01% +32,861 13F-HR/A Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 47,076 $1.64M 0.1% -1,555 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 46,275 $1.62M 0.09% -1,184 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 42,261 $1.48M 0.01% -3,940 13F-HR/A Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 35,782 $1.25M 0.32% -1,638 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 33,713 $1.18M 0.55% -433 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 32,305 $1.13M 0.02% new 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 31,362 $1.09M 0.12% +11 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 30,986 $1.08M <0.01% +1,176 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 28,993 $1.01M 0.11% +3,465 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 28,281 $988K 0.23% -62 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,150 $983K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25,423 $888K 0.01% +6,511 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 24,939 $871K <0.01% -6,238 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 24,461 $854K <0.01% -1,905 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 22,886 $799K 0.1% +15 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 22,396 $782K <0.01% -1,336 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 22,247 $777K 0.05% -352 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 20,644 $721K <0.01% +13,755 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 20,595 $719K 0.6% +94 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 20,321 $709K 0.59% -56 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 20,136 $703K 0.01% -816 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 20,019 $699K 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 19,887 $694K <0.01% -196 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 18,575 $648K 0.36% +1,840 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 17,948 $627K 0.52% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,570 $608K <0.01% +562 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 17,141 $601K 0.05% -1,588 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16,542 $578K <0.01% +1,854 13F-HR Timeline Group Evansbrook LLC More: the full row for Evansbrook LLC 14,608 $510K 0.34% +67 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,896 $485K 0.01% +933 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13,739 $480K 0.11% +59 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,813 $447K <0.01% +1,151 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,436 $434K <0.01% +3,952 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/ 12,218 $427K <0.01% +886 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 11,004 $384K 0.35% +1,269 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,937 $382K 0.01% +15 13F-HR Timeline Group Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 10,850 $379K 0.68% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,730 $375K <0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,209 $356K <0.01% +616 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,688 $340K <0.01% -2,113 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,371 $327K 0.01% +24 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,199 $321K <0.01% -27 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,071 $317K 0.01% new 13F-HR/A Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 9,016 $315K 0.11% +1,437 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,000 $314K <0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,911 $311K <0.01% +249 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,902 $311K <0.01% +792 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 8,850 $302K 0.26% new 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 8,649 $302K 0.04% +39 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 8,528 $298K 0.12% +37 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 8,191 $286K 0.06% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 8,160 $285K 0.01% +1,141 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,982 $279K 0.04% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,917 $276K 0.07% +36 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,826 $273K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,796 $272K 0.01% +12 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,767 $271K 0.02% -85 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,540 $263K 0.06% +35 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 7,290 $254K 0.06% -163 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,262 $254K 0.01% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,096 $248K 0.01% +6,435 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 7,052 $246K 0.16% +32 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,961 $243K <0.01% +7 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,836 $239K +722 Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,657 $232K <0.01% 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,614 $231K <0.01% new 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 6,378 $223K 0.02% -191 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,223 $217K 0.01% +404 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,214 $217K 0.01% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 5,684 $217K 0.11% +26 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,183 $216K 0.04% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,153 $215K 0.02% new 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 6,133 $214K 0.11% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,035 $211K 0.02% -271 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,001 $209K 0.05% new 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 5,731 $200K 0.16% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,678 $199K <0.01% +1,102 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 5,414 $189K 0.1% -12,689 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,057 $177K 0.03% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,013 $175K <0.01% +56 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,459 $156K 0.06% -3,136 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 4,359 $152K 0.09% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,966 $138K <0.01% +382 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,040 $138K <0.01% new 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 3,844 $134K 0.06% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,640 $127K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,589 $125K <0.01% +1,288 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,603 $90.9K <0.01% +2,331 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,302 $80.4K <0.01% 0 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 2,018 $70.4K 0.04% -67,926 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 1,973 $68.9K 0.03% +9 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,704 $59.5K <0.01% +8 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,658 $57.9K 0.02% +969 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,572 $54.9K <0.01% +90 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 1,557 $54.4K <0.01% +20 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,151 $40.2K <0.01% +232 13F-HR/A Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 875 $30.9K 0.02% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 842 $29.4K <0.01% 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 808 $28.2K <0.01% +536 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 732 $25.6K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 721 $25.2K 0.03% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 703 $24.5K 0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 633 $22.1K 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. 607 $21.2K <0.01% -22 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 556 $19.4K <0.01% -205 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 500 $17.5K <0.01% 0 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 440 $15.4K 0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 393 $13.7K <0.01% +225 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 333 $11.6K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 325 $11.3K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 324 $11.3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 301 $11K <0.01% +2 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 286 $9.98K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 287 $9.8K <0.01% -902 13F-HR/A Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 253 $8.88K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 236 $8K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 201 $7.03K <0.01% +1 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 198 $6.91K <0.01% -139 13F-HR Timeline BAYBAN More: the full row for BAYBAN 198 $6.91K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 192 $6.72K <0.01% +191 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 119 $4.14K <0.01% +1 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 117 $4.08K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 98 $3.43K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 95 $3.32K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 84 $2.93K <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. 78 $2.72K <0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 68 $2.37K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 47 $2K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 33 $1.15K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 28 $965 <0.01% new 13F-HR/A Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 23 $803 <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 20 $713 <0.01% new 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 12 $409 <0.01% 0 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11 $377 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2 $68 <0.01% 0 13F-HR Timeline