RENAISSANCERE HOLDINGS LTD in group RENAISSANCERE HOLDINGS LTD More: the full row for RENAISSANCERE HOLDINGS LTD 5,057,726 $237M 56.12% 0 13F-HR Timeline Group FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 2,116,815 $99M 0.93% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,569,565 $73.4M 0.02% +384,069 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,538,885 $72M 0.4% +24,649 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/ 1,453,017 $68M <0.01% +24,790 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 741,981 $34.7M 0.01% -190,620 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 733,257 $34.3M +218,449 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 672,278 $31.4M <0.01% +168,115 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 631,038 $29.5M -214,624 Timeline SHP Wealth Management More: the full row for SHP Wealth Management 493,375 $23.1M 1.59% +493,173 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 463,561 $21.7M 0.46% +89,721 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 444,243 $20.8M 2.57% +16,054 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 438,332 $20.5M 4.88% +44,204 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 402,928 $18.7M 2.35% +17,064 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 342,455 $16M 0.21% +125,077 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 323,904 $15.1M 5.73% +35,400 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 319,480 $14.9M 0.39% +200,165 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 297,804 $13.9M 0.87% +4,443 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 296,948 $13.9M 0.02% -67,766 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 279,478 $13.1M 0.02% +57,360 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 245,107 $11.5M 0.01% -43,401 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 242,213 $11.3M 2.45% -5,117 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 241,161 $11.2M 4.12% +14,237 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 204,131 $9.55M <0.01% +13,610 13F-HR Timeline Group State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 200,000 $9.35M 0.03% 0 13F-HR Timeline Group Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 150,399 $6.98M 1.67% +10,542 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 144,574 $6.76M 0.04% +21,814 13F-HR Timeline Group COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 138,985 $6.5M 3.92% +4,881 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 122,603 $5.73M 0.03% +6,004 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 117,216 $5.48M 1.86% +11,796 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 116,964 $5.47M 0.01% -25,062 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 112,904 $5.22M 0.31% +11,014 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 111,317 $5.21M 0.08% +6,332 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 110,135 $5.15M 0.04% +32,801 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 103,481 $4.84M <0.01% +12,822 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 100,846 $4.69M 0.19% -358 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 97,118 $4.54M 2.82% -7,954 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 96,437 $4.51M 4.45% +7,007 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 92,977 $4.35M 0.08% +6,651 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 79,930 $3.74M 0.11% +10,724 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 79,873 $3.74M <0.01% +49,841 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 71,080 $3.32M 0.01% -8,624 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 70,993 $3.32M 0.11% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 70,059 $3.28M 0.02% +11,265 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 61,876 $2.89M 0.43% -93,962 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 59,552 $2.79M <0.01% +1,174 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 54,689 $2.56M <0.01% -100,187 13F-HR Timeline Group CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 54,502 $2.55M 0.44% +180 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 53,842 $2.52M -38,759 Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 53,381 $2.5M 1.36% -2,639 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 49,849 $2.33M <0.01% new 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 49,050 $2.29M 0.34% +3,464 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 47,699 $2.23M 0.98% +537 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 44,187 $2.07M <0.01% -15,070 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 43,585 $2.04M 0.14% +14,485 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 43,073 $2.01M 0.03% +6,469 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 42,228 $1.96M 0.15% +1,864 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 37,047 $1.73M 0.14% -4,835 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 36,974 $1.73M 0.32% +3,855 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 36,000 $1.68M <0.01% -943 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 34,157 $1.6M 0.08% +476 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 8,381 $1.58M 1.17% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,761 $1.53M <0.01% +595 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 32,669 $1.53M 0.79% -3,880 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 32,319 $1.51M 0.09% +594 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 31,335 $1.47M 0.59% +2,666 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 28,334 $1.33M 0.32% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 27,149 $1.27M <0.01% -27 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,764 $1.25M <0.01% +8,777 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 22,196 $1.04M 0.02% -571 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 21,681 $1.01M <0.01% -2,075 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21,032 $984K <0.01% -1,907 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 20,790 $972K 0.01% +10,314 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,444 $909K 0.01% -3,637 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 19,036 $890K 0.2% -5,460 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 18,992 $888K 0.02% -411 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 18,833 $880K 0.04% +17 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 16,765 $780K 0.34% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,471 $770K <0.01% -282 13F-HR/A Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 15,482 $724K 0.13% +639 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 15,452 $723K 0.07% -26,831 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,569 $681K 0.01% +205 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 14,495 $678K 0.32% -568 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 14,447 $676K 0.22% +786 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 13,976 $654K 0.18% -50 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,962 $653K <0.01% +713 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,910 $604K 0.01% -303 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,595 $589K <0.01% -160,021 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,568 $588K <0.01% -3,594 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,469 $583K 0.01% +4,637 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 12,386 $579K 0.06% -2,226 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 12,256 $573K <0.01% +837 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,168 $569K 0.01% -171 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,778 $551K <0.01% -2,891 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,756 $550K 0.03% +1,617 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11,353 $531K 0.04% -727 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,292 $528K <0.01% -130 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,459 $489K 0.02% +1,279 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10,097 $472K 0.06% -13 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,958 $466K 0.01% -2,415 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 9,886 $462K 0.09% -2,791 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 9,671 $452K 0.05% -642 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,620 $450K 0.01% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 9,140 $427K 0.18% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,093 $425K <0.01% -288 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,879 $415K 0.01% +138 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,817 $412K <0.01% +2,838 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,672 $406K <0.01% +8,376 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,601 $402K <0.01% -13,660 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 8,569 $401K 0.04% -5,204 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,548 $400K 0.16% +653 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 8,512 $398K 0.01% -579 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,324 $389K <0.01% +4,711 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 7,885 $369K 0.23% +605 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,652 $358K 0.07% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,431 $348K <0.01% +634 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,286 $341K <0.01% +58 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,972 $326K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,921 $324K 0.01% +118 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,785 $317K <0.01% +115 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 6,308 $295K 0.11% +25 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 6,124 $286K 0.03% +370 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,989 $280K 0.04% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,892 $276K <0.01% +3,256 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,829 $273K 0.01% +99 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 5,822 $272K 0.11% -448 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 5,597 $262K <0.01% -31,028 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,583 $261K <0.01% -2,429 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 5,466 $256K 0.01% +1,143 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5,418 $253K 0.06% +83 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 5,353 $250K 0.03% +91 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,338 $250K <0.01% +816 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 5,298 $248K 0.13% -11,594 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,286 $247K <0.01% new 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5,282 $247K 0.21% -623 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,233 $245K <0.01% +902 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,233 $245K <0.01% +5,026 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 5,051 $236K 0.09% -1,274 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,000 $234K 0.01% -4,912 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,893 $228K 0.04% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,473 $209K 0.02% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,366 $204K 0.02% -3,037 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,345 $203K <0.01% new 13F-HR Timeline Group Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 4,302 $201K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,949 $184K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 3,681 $172K 0.02% -428 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,007 $141K 0.05% -13,634 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,847 $133K <0.01% -676 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,925 $90K 0.01% -4,000 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,867 $87.3K <0.01% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,629 $76.2K 0.02% -53 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,175 $55K <0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,144 $53.5K 0.03% -896 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,032 $48.3K <0.01% -25 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 842 $39.4K 0.02% -96 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 742 $34.7K <0.01% +11 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 696 $32.6K 0.02% +2 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 684 $32K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 634 $29.7K <0.01% +66 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 594 $27.8K 0.11% +11 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 458 $21K <0.01% +4 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 400 $18.7K <0.01% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 343 $16K <0.01% new 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 338 $15.8K <0.01% -339 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 337 $15.8K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 321 $15K <0.01% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 306 $14.3K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 218 $10.2K <0.01% new 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 206 $9.65K 0.04% 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 190 $8.89K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 181 $8.49K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 180 $8.42K <0.01% -552 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 180 $8.42K <0.01% -676 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 175 $8.17K <0.01% -1,585 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 156 $7.3K <0.01% -33 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 148 $6.92K <0.01% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 140 $6.55K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 118 $5.52K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 100 $4.63K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 71 $3.32K <0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 55 $2.59K <0.01% +1 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 52 $2.43K <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 49 $2.29K <0.01% -3 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 42 $1.94K <0.01% -73 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 20 $935 <0.01% -69 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 16 $748 <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 15 $702 <0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 12 $574 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $468 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 8 $374 <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2 $94 <0.01% -5 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1 $66 <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1 $47 <0.01% 0 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 1 $47 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $40 <0.01% -21 13F-HR Timeline Group