FMR LLC in group FMR LLC More: the full row for FMR LLC 16,864,062 $754M 0.04% +683,525 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,165,395 $231M 7.16% +1,144,782 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,300,116 $148M 0.21% +248,103 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,126,979 $95.1M +153,406 Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,870,892 $83.7M +49,216 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,277,438 $57.1M <0.01% +141,664 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,218,653 $54.5M 0.01% +118,770 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 841,578 $37.6M 0.2% +408,953 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 774,628 $34.6M 0.03% +252,096 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 758,543 $33.9M 0.38% +372,797 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 581,286 $26M 0.03% -22,884 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 568,950 $25.4M 1.13% +23,499 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 434,130 $19.4M 0.01% +181,886 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 414,021 $18.5M 0.01% +71,053 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 409,665 $18.3M 0.18% +225,429 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 357,873 $16M 1.74% +22,470 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 317,635 $14.2M 3.96% +57,652 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 303,411 $13.6M 8.4% +4,747 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 284,471 $12.7M 0.02% -85,757 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 247,373 $11.3M 1.23% +3,417 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 246,864 $11M 6.56% +176,191 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 202,783 $9.07M 0.05% -757 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 195,691 $8.85M 0.08% +800 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 197,268 $8.82M 2.4% +7,094 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 177,269 $7.93M 0.02% -67,348 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 164,649 $7.36M 2.23% -1,549 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 150,384 $6.73M 3.03% +25,291 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 150,230 $6.72M 0.09% +1,589 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 143,391 $6.41M 0.02% -26,864 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 137,700 $6.16M 0.01% +77,900 13F-HR Timeline Group FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 128,779 $5.76M 2.74% +2,364 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 125,215 $5.6M 2.26% -2,352 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 123,592 $5.53M 0.06% new 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 105,784 $4.73M 2.96% -1,064 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 92,930 $4.16M 2.19% +40,735 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 87,852 $3.93M 2.08% -7,098 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 84,575 $3.78M <0.01% -2,844 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 80,714 $3.61M 0.27% +733 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 65,238 $2.92M <0.01% -1,176 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 63,303 $2.83M 1.39% +20,248 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 62,583 $2.8M <0.01% new 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 58,208 $2.6M 0.3% -144,714 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 57,799 $2.58M <0.01% +6,439 13F-HR Timeline Group Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 56,763 $2.54M 0.32% +26,043 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 52,536 $2.35M 0.01% +6,734 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 50,563 $2.29M 0.01% +4,726 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 39,390 $1.76M 0.25% +14,451 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 38,916 $1.74M 1.12% +7,332 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 38,654 $1.73M 0.03% +210 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 37,160 $1.66M <0.01% +919 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,972 $1.65M <0.01% -29,629 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 35,080 $1.58M <0.01% -3,918 13F-HR/A Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 33,635 $1.5M 0.03% -346 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 33,603 $1.5M 0.09% -472 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 33,520 $1.5M 0.03% +1,916 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 31,926 $1.43M 0.08% +13,480 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 30,970 $1.38M 0.03% +9,030 13F-HR/A Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 30,409 $1.36M 1.36% +993 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 29,727 $1.33M 0.83% +898 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 29,203 $1.31M 0.85% +28,887 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 29,579 $1.31M 0.01% -7,911 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 29,090 $1.3M 0.43% +915 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 27,827 $1.24M 0.89% +9,130 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 27,126 $1.21M 0.05% -7,270 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 26,659 $1.19M 0.11% -1,253 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,434 $1.14M 0.01% +5,614 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 24,902 $1.11M 0.08% +3,766 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 24,543 $1.1M 0.04% +2,244 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 23,453 $1.02M <0.01% +2,626 13F-HR/A Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 22,390 $1M 0.9% +415 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 22,113 $989K +2,930 Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 21,548 $964K 0.8% +4,131 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19,629 $878K 0.1% -31,366 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,297 $863K 0.01% +2,386 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,961 $758K 0.04% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 16,832 $753K 0.03% +1,468 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 16,057 $718K <0.01% +12,739 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,717 $703K <0.01% +1,004 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,354 $687K <0.01% +4,556 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 14,172 $680K -35 Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 14,996 $671K 0.44% -2,561 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 14,549 $651K 0.09% -209 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 13,471 $602K 0.09% +6,665 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,335 $552K 0.01% +5,320 13F-HR Timeline Group SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 11,497 $549K 0.16% +44 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,998 $545K <0.01% -6,510 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,185 $543K 0.01% -2,700 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,925 $533K 0.02% +882 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 10,440 $467K 0.03% +322 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 10,387 $465K 0.33% +621 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 9,600 $460K 0.03% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,245 $458K 0.01% -26,965 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,847 $440K <0.01% +318 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,705 $433K <0.01% +469 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 9,285 $415K 0.14% +3,027 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,188 $411K <0.01% +1,778 13F-HR Timeline Group Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 9,124 $408K new Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,901 $398K <0.01% +878 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,580 $384K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,287 $371K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,078 $356K 0.01% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,878 $352K 0.02% +1,435 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,364 $329K 0.01% new 13F-HR/A Timeline CLG LLC More: the full row for CLG LLC 7,221 $323K 0.08% -8 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,221 $323K <0.01% -2,070 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,862 $307K <0.01% -62 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,640 $300K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,392 $286K <0.01% +2,036 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,158 $275K <0.01% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 6,100 $273K 0.18% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,050 $271K <0.01% new 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,950 $266K <0.01% +568 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 5,836 $261K 0.02% -478 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,798 $259K <0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,750 $257K <0.01% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 5,674 $254K 0.03% +22 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 5,616 $251K 0.1% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,415 $242K 0.01% -66 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,102 $228K 0.03% -1,033 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,035 $225K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,031 $225K 0.01% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,743 $212K 0.02% -205 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,667 $209K 0.09% +52 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,502 $201K 0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,268 $191K <0.01% +3,125 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 3,880 $174K 0.13% 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,067 $137K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,711 $123K 0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 2,698 $121K 0.12% +10 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,689 $120K <0.01% +2,213 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,390 $107K 0.01% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 2,168 $97K 0.1% +1,064 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,876 $81.4K <0.01% -58,099 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,762 $78.8K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,551 $69.4K <0.01% +724 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,240 $55.5K <0.01% -14 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,010 $45.2K <0.01% +620 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,000 $44.7K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 979 $43.8K <0.01% +4 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 777 $42.4K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 936 $41.9K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 774 $34.6K <0.01% +160 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 645 $28.8K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 584 $26.1K <0.01% new 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 569 $25.5K 0.01% +2 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 547 $24.5K 0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 481 $21.5K <0.01% +212 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 470 $21K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 419 $18.7K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 340 $15.2K <0.01% +331 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 208 $9.3K <0.01% 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 155 $6.94K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 143 $6.39K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 111 $4.96K <0.01% -676 13F-HR/A Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 91 $4.07K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 92 $4.04K <0.01% +92 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 70 $3.13K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 63 $2.83K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 51 $2.28K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 49 $2.17K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 46 $2.06K <0.01% new 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 42 $1.88K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 23 $1.03K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 12 $537 <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2 $72 <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $28 <0.01% -2,786 13F-HR/A Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 0 $2 <0.01% -20 13F-HR/A Timeline Amount filed as zero, left out of ratios.