ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,001,380 $149M new Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,481,794 $123M <0.01% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,729,238 $85.6M 0.03% new 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/ 1,701,930 $84.3M 0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,383,061 $68.5M 0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,043,548 $51.6M 0.05% new 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 957,735 $47.4M 0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 711,782 $35.3M <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 527,760 $26.1M 0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 506,406 $25.1M 0.04% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 490,800 $24.3M 0.01% new 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 480,622 $23.8M 0.04% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 474,509 $23.5M 0.17% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 412,393 $20.4M 3.94% new 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 388,583 $19.2M 0.06% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 270,807 $13.4M 0.03% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 270,565 $13.4M 0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 202,928 $10.1M 0.12% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 181,077 $8.97M 0.02% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 180,710 $8.95M 0.02% new 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 174,723 $8.65M 0.28% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 167,124 $8.28M <0.01% new 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 154,267 $7.64M <0.01% new 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 135,662 $6.72M 0.82% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 132,246 $6.55M 0.54% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 93,649 $4.64M 0.65% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 92,531 $4.58M 0.01% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 89,895 $4.45M 0.18% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 88,352 $4.38M 0.03% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 80,398 $3.98M 0.02% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 78,742 $3.9M 0.17% new 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 77,106 $3.71M 0.21% new 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 72,633 $3.6M 1.94% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 70,238 $3.48M 0.52% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 69,300 $3.43M <0.01% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 63,755 $3.16M 0.08% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 60,970 $3.02M 0.24% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 58,695 $2.91M 0.02% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 56,555 $2.8M 0.03% new 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 56,524 $2.8M 0.25% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 53,557 $2.65M 0.49% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 45,749 $2.27M 0.06% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 43,914 $2.18M <0.01% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 43,013 $2.13M 0.67% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 41,856 $2.07M 0.01% new 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 39,863 $1.97M 0.02% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 37,645 $1.86M 0.61% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 36,692 $1.82M 0.03% new 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 35,911 $1.78M 0.21% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 34,453 $1.71M <0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 32,555 $1.61M 0.03% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 32,086 $1.59M 0.02% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 31,396 $1.56M 0.08% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 31,361 $1.55M 0.04% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 31,278 $1.55M 0.01% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 29,028 $1.44M 0.5% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,961 $1.43M <0.01% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 28,770 $1.42M 0.03% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,713 $1.37M <0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 27,371 $1.36M <0.01% new 13F-HR/A Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 27,226 $1.35M 0.16% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 26,181 $1.3M 0.04% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 26,179 $1.3M 0.13% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 23,369 $1.16M 0.06% new 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 23,320 $1.16M <0.01% new 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 22,688 $1.12M 0.13% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 21,690 $1.07M 0.32% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,894 $1.03M 0.03% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 20,102 $996K 0.32% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 19,710 $976K 0.07% new 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 18,544 $918K 0.04% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,976 $890K 0.01% new 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 17,145 $849K 0.02% new 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 17,024 $843K 0.2% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 16,557 $820K 0.15% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,550 $820K 0.02% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 16,440 $814K 0.01% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 16,440 $814K 0.44% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 15,654 $775K 0.02% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,413 $763K 0.09% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 14,760 $731K 0.15% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,011 $694K 0.03% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,839 $684K 0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,049 $646K <0.01% new 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,412 $615K 0.04% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,157 $602K 0.02% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,911 $590K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 11,633 $576K 0.07% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 11,227 $556K 0.18% new 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 10,427 $516K 0.2% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,333 $511K 0.03% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 10,131 $502K 0.33% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9,775 $484K 0.01% new 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,557 $473K 0.16% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,326 $462K 0.07% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 9,211 $456K 0.06% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 9,159 $454K 0.03% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 9,131 $452K 0.08% new 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 9,035 $448K 0.27% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 8,655 $429K 0.13% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 9,099 $422K 0.14% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,425 $417K 0.02% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 8,332 $413K 0.17% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 8,292 $411K 0.08% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,215 $407K <0.01% new 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 8,016 $397K 0.31% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,014 $397K <0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,995 $396K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7,922 $392K 0.32% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 7,771 $384K 0.01% new 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 7,705 $382K 0.15% new 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 7,612 $377K 0.16% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 7,371 $365K 0.19% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,113 $352K 0.07% new 13F-HR/A Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 7,107 $352K 0.22% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,780 $336K 0.05% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,739 $334K 0.01% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,663 $330K 0.04% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,632 $328K 0.01% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 6,587 $326K 0.18% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 6,261 $310K 0.99% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 6,213 $308K 0.02% new 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 5,910 $293K 0.3% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,754 $285K 0.02% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,564 $276K <0.01% new 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 5,493 $272K 0.08% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,392 $267K 0.2% 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,373 $266K <0.01% new 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,312 $263K 0.04% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,157 $255K <0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,034 $249K 0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,001 $248K 0.02% new 13F-HR/A Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,890 $242K 0.12% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,553 $226K <0.01% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 4,475 $222K 0.05% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,452 $221K 0.02% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,209 $208K 0.05% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,142 $205K 0.03% new 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 4,132 $205K 0.13% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,055 $201K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,813 $189K <0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 3,517 $170K 0.05% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,396 $168K 0.02% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,365 $167K 0.07% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,180 $158K 0.02% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 3,056 $151K 0.02% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,582 $128K 0.07% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,137 $106K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,971 $98K 0.02% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,783 $88.3K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,696 $84K 0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,314 $65.1K 0.2% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,269 $62.8K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,098 $54.4K 0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,014 $50.2K 0.05% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 660 $32.6K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 612 $30.3K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 504 $25K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 438 $22K <0.01% new 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 363 $18K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 323 $16K <0.01% new 13F-HR/A Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 283 $14K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 265 $12.8K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 200 $9.91K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 185 $8.88K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 165 $8K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 113 $5.6K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 91 $4.51K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 53 $2.62K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 34 $1.69K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 26 $1.29K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 25 $1.24K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14 $693 <0.01% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 12 $596 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11 $545 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 9 $446 <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $50 <0.01% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0 $2 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Fairman Group, LLC More: the full row for Fairman Group, LLC 57,112 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.