Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 5,618 $1.38M 0.87% +1,961 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 6,613 $1.38M 0.9% +1,331 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,525 $1.36M 0.17% -36,468 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 6,491 $1.35M 1.09% -152 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,486 $1.35M 0.14% -303 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,422 $1.34M 0.36% -41 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,372 $1.32M 0.1% -275 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,343 $1.32M 0.02% +1,452 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,338 $1.32M 0.07% +581 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,353 $1.32M -1,870 Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,247 $1.3M 0.16% +289 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,194 $1.29M 0.07% -42 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 6,187 $1.29M 0.25% -5,211 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 6,145 $1.28M 0.26% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,052 $1.26M 0.03% 0 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,872 $1.22M 0.03% -9,856 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,865 $1.22M 0.09% +975 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,755 $1.2M 0.53% -2,418 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,721 $1.19M 0.04% +840 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,719 $1.19M 0.39% +297 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,623 $1.17M 0.05% -47 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,604 $1.17M 0.01% -256 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,483 $1.14M <0.01% +788 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,465 $1.14M 0.06% +551 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,325 $1.11M <0.01% +3,232 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 5,318 $1.11M 0.66% -204 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,274 $1.1M 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,255 $1.09M 0.02% +175 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,236 $1.09M 0.06% -99 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,115 $1.06M 0.03% -6 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 4,996 $1.04M 0.46% +1 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,987 $1.04M 0.22% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,981 $1.04M 0.01% +2,523 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 4,859 $1.01M 0.63% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 4,823 $1M 0.04% new 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,817 $1M 0.01% +490 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 4,800 $999K +2,400 Timeline SFMG, LLC More: the full row for SFMG, LLC 4,726 $983K 0.07% +1,593 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,585 $954K <0.01% +969 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,544 $945K <0.01% +1,285 13F-HR Timeline Group Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,472 $942K 0.71% 0 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 4,519 $940K 0.01% +940 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,515 $939K 0.62% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,493 $935K 0.07% +214 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,465 $929K 0.03% +133 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,433 $922K 0.06% -972 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,431 $922K 0.03% +432 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,387 $913K 0.45% +8 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,364 $908K 0.33% +33 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,350 $905K 0.02% -82 13F-HR/A Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 4,302 $896K <0.01% 0 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 4,209 $876K 0.72% +106 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,197 $873K 0.02% +272 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,074 $848K 0.01% -147 13F-HR Timeline Group KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 4,000 $832K 0.28% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,993 $831K <0.01% -321 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,944 $820K <0.01% 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,889 $809K 0.06% +25 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,883 $808K 0.06% -108,766 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,807 $792K 0.01% +286 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,876 $786K 0.25% +144 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,774 $785K 0.5% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,770 $784K <0.01% +580 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,762 $783K <0.01% +142 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,671 $764K 0.34% -57 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,660 $761K 0.03% +3,505 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,657 $761K 0.06% -376 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,654 $760K 0.44% +207 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,644 $758K 0.01% -98 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,632 $756K 0.13% +9 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,581 $745K 0.15% -436 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,514 $731K 0.03% +619 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,485 $725K 0.02% -104,239 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,463 $720K 0.12% 0 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 3,440 $716K 0.2% +346 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,386 $705K 0.01% -86 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,284 $683K 0.05% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,231 $672K 0.03% -448 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,223 $671K 0.04% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,222 $670K 0.32% +619 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,217 $669K 0.05% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 3,200 $666K 0.42% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,184 $662K 0.15% -113 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 3,154 $656K 0.4% +53 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,139 $653K <0.01% +265 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,129 $651K 0.33% -8 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 3,123 $650K 0.17% 0 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,103 $646K 0.36% +25 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $639K 0.28% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,072 $639K 0.04% 0 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,060 $637K 0.41% -185 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 3,050 $635K 0.12% -130 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 3,000 $624K 0.26% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,980 $620K 0.21% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,959 $616K 0.1% +116 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,947 $613K 0.02% -42 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,933 $610K 0.13% +568 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,919 $607K 0.5% +5 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,692 $605K 0.01% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,891 $601K 0.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,866 $596K 0.01% +319 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,864 $596K 0.01% -443 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,855 $594K 0.1% -95 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,811 $585K 0.12% -2,811 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,804 $583K 0.02% -6 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 2,797 $582K 0.33% -3,147 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,793 $581K 0.02% -300 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,778 $578K 0.18% -13 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,753 $573K 0.01% +115 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,744 $571K 0.02% +1,755 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,735 $569K 0.07% +114 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,715 $565K 0.06% +25 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,697 $561K 0.02% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,678 $557K 0.37% +390 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,656 $553K 0.34% -70 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,652 $552K <0.01% +1,020 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,651 $552K <0.01% -67 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,647 $551K <0.01% +330 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,641 $549K 0.12% -2 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,624 $546K <0.01% -14,141 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,608 $543K 0.38% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,593 $540K 0.01% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,238 $539K 0.06% +184 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,554 $531K 0.2% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,548 $530K 0.01% -49 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,540 $528K 0.08% -35 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,529 $526K 0.09% +42 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 2,637 $526K 0.25% +39 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,521 $525K 0.02% +231 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,500 $519K 0.02% +75 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,471 $514K 0.01% -38 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,465 $513K 0.05% +1 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 2,462 $512K 0.16% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,430 $506K <0.01% +1,764 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,368 $493K <0.01% new 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 2,336 $486K 0.47% new 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,325 $484K 0.33% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,312 $481K 0.01% -300 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,300 $479K 0.05% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,296 $478K 0.01% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,294 $477K 0.03% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,288 $476K <0.01% -154 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 2,268 $472K 0.35% -53 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,260 $470K 0.11% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,240 $466K 0.01% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,228 $463K 0.03% -44 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 2,216 $461K 0.52% -243 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,214 $461K 0.02% -276 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,184 $454K 0.19% -31 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,175 $453K 0.02% -105 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,157 $449K 0.03% +5 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,801 $443K 0.13% +1 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,109 $439K <0.01% -1,984 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 2,108 $439K 0.33% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,096 $436K 0.02% -52 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,080 $433K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,071 $431K 0.01% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,050 $427K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,038 $424K 0.05% 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. 2,019 $420K <0.01% +128 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,007 $418K <0.01% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,007 $418K <0.01% +189 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,007 $418K 0.12% -8 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,075 $414K 0.03% -802 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,987 $413K 0.03% 0 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,985 $413K 0.01% -9,010 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,954 $412K 0.15% +2 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,976 $411K 0.01% +109 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,971 $410K 0.11% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,971 $410K 0.01% -1,491 13F-HR/A Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,956 $407K 0.12% -43 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,953 $406K 0.03% -304 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,941 $404K <0.01% +495 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 1,938 $403K 0.21% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,922 $400K <0.01% -612 13F-HR Timeline Group Cape Investment Advisory, Inc. 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