WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,046,185 $175M 0.03% -81,368 13F-HR/A Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 3,345,899 $145M 4.24% +103,709 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,047,635 $132M 0.02% +208,295 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 2,071,837 $89.5M 0.17% -103,295 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,057,728 $88.9M 0.02% +45,387 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,716,068 $74.1M +715,627 Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,134,345 $49M 2.66% -9,095 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 1,091,863 $47.2M 0.11% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 940,014 $40.6M 0.26% -58,583 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 808,968 $34.9M <0.01% +123,821 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/ 673,297 $29.1M <0.01% +84,456 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 553,237 $23.9M 0.15% +262,470 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 486,143 $21M <0.01% +174,317 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 427,234 $18.5M 0.01% +14,931 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 416,226 $18M 2.45% +6,263 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 406,680 $17.6M 0.71% +35,056 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 355,318 $15.3M 0.02% -3,761 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 347,331 $15M 0.22% +15,112 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 308,429 $13.3M +13,462 Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 246,347 $11.9M 0.18% -14,556 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 271,815 $11.7M 0.02% +92,857 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 227,221 $9.82M 0.05% -35,303 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 222,255 $9.6M 0.46% -2,012 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 214,293 $9.26M 0.88% +19,218 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 214,105 $9.25M 0.22% +62,369 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 208,714 $9.02M 0.1% +27,855 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 193,440 $8.36M 0.46% -4,523 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 164,615 $7.11M 0.01% +16,798 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 158,594 $6.85M 0.75% -4,732 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 148,319 $6.41M 0.22% +6,392 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 142,185 $6.14M 1.96% -7,302 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 141,925 $6.13M 0.12% +11,301 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 131,382 $5.68M 0.13% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 131,190 $5.67M 0.47% +10,017 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 100,520 $4.34M 0.1% -9,117 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 88,265 $3.81M 0.14% -13,050 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 87,112 $3.76M 0.42% -5,981 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 68,385 $2.95M 0.19% -5,294 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 64,800 $2.8M 0.1% +1,307 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 62,517 $2.7M 1.52% +3,700 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 55,062 $2.38M 0.01% +32,330 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 49,354 $2.13M <0.01% +7,543 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 44,941 $1.94M 0.11% -1,760 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 42,149 $1.82M <0.01% -5,898 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 39,907 $1.72M <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36,012 $1.55M <0.01% -28,165 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 36,590 $1.53M <0.01% +23,604 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 35,002 $1.51M <0.01% -3,075 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 33,213 $1.43M 0.01% +172 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 31,461 $1.36M 0.01% +14,177 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 30,861 $1.33M 0.34% -1,944 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 29,037 $1.25M 0.49% +1,730 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 28,052 $1.21M <0.01% +4,937 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 26,156 $1.13M 0.09% +14,460 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 26,028 $1.12M 0.11% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,429 $1.1M <0.01% -519 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 25,050 $1.08M 0.3% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 23,564 $1.02M 0.01% -1,085 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 22,867 $988K 0.26% -553 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 21,665 $936K 0.16% +3,144 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20,934 $904K <0.01% +2,739 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 20,424 $882K 0.1% -12,912 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 18,981 $820K <0.01% +8,565 13F-HR Timeline Group Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 18,821 $813K 0.11% +4,255 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,190 $786K <0.01% +691 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 17,020 $735K 0.08% -620 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 16,631 $718K 0.07% +281 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 16,332 $706K <0.01% new 13F-HR Timeline Group INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 15,940 $689K 0.58% +6 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15,410 $670K 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,255 $659K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14,831 $641K 0.02% -123 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,774 $552K <0.01% -339 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 12,200 $527K 0.08% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,590 $524K 0.01% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 11,997 $518K 0.05% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 11,387 $492K 0.17% +91 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,087 $482K 0.01% -2,346 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,817 $467K <0.01% -1,602 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,737 $464K 0.02% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 10,089 $436K 0.05% -930 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,024 $433K 0.1% +1,093 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 10,009 $432K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,737 $425K <0.01% +1,092 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,387 $406K 0.07% -74 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 9,255 $400K <0.01% +5,779 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 9,101 $393K 0.03% -300 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9,024 $390K 0.06% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,136 $375K 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 8,846 $372K <0.01% +5,081 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 8,537 $369K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,330 $360K 0.03% -545 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,025 $347K <0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,999 $346K 0.01% -140 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,807 $337K 0.01% +691 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,561 $327K <0.01% -8 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 7,466 $323K 0.01% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 410 $322K 0.14% -13,333 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,114 $307K 0.01% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,676 $288K 0.1% new 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,638 $287K <0.01% -230 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,433 $278K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,337 $274K <0.01% +181 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,243 $270K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,157 $266K <0.01% +4,106 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,132 $265K 0.02% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,977 $258K 0.01% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,600 $257K 0.01% -267 13F-HR/A Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,813 $251K 0.03% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,758 $249K <0.01% +675 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 5,487 $237K <0.01% -1,686 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,479 $237K 0.03% -456 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,441 $235K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,186 $224K <0.01% +1,246 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,000 $216K <0.01% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,700 $203K 0.04% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,642 $201K 0.06% -383 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,238 $183K <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,088 $177K 0.02% +1,952 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,800 $164K 0.01% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,095 $137K 0.04% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,179 $108K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,302 $99K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,016 $87.1K 0.02% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,016 $87.1K 0.02% -1,298 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,697 $73.3K <0.01% +137 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,034 $44.7K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,021 $44.1K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 993 $42.9K 0.04% +658 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 992 $42.9K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 983 $42.5K <0.01% +5 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 961 $41.5K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 927 $40K <0.01% +136 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 872 $37.7K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 846 $36.5K <0.01% +391 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 750 $32.4K <0.01% -100 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 708 $30.6K <0.01% 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 700 $30.2K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 676 $29.2K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 630 $27.2K <0.01% -66 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 600 $25.9K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 557 $24.1K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 552 $23.8K <0.01% +5 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 540 $23.3K <0.01% +22 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 508 $21.9K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 497 $21.5K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 439 $19K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 389 $16.8K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 379 $16.4K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 363 $15.7K <0.01% 0 13F-HR/A Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 345 $14.9K <0.01% new 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 342 $14.8K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 331 $14.3K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 322 $13.9K <0.01% +49 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 292 $12.6K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 210 $9.07K 0.05% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 200 $8.64K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 174 $7.53K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 173 $7.47K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 141 $6.07K <0.01% +73 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 104 $4.49K <0.01% -5 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 94 $4.06K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 92 $3.97K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 90 $3.87K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 77 $3.33K <0.01% -64 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 75 $3.24K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 74 $3.2K <0.01% 0 13F-HR/A Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 65 $2.81K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 43 $1.86K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 41 $1.77K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 41 $1.75K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 38 $1.64K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 37 $1.6K <0.01% -27 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 27 $1.17K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 15 $645 <0.01% 0 13F-HR Timeline Group Networth Advisors, LLC More: the full row for Networth Advisors, LLC 11 $475 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 11 $463 <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 4 $173 <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. 1 $43 <0.01% 0 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 1 $43 <0.01% 0 13F-HR Timeline