BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,532,418 $381M 0.03% -12,399,269 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,686,476 $206M 0.03% -215,300 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,231,349 $189M 0.04% +284,037 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 4,588,506 $166M 0.17% +104,100 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,302,035 $156M 0.03% -641,002 13F-HR/A Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,329,468 $120M 1.43% +37,529 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,852,108 $103M 0.06% -25,692 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,653,717 $96M -45,236 Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 1,640,528 $59.3M 13.42% +128,778 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 1,611,028 $58.3M 0.03% 0 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,535,538 $55.5M 0.12% +300,598 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,286,963 $46.5M 0.02% -43,264 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 1,155,500 $41.8M 2.41% 0 13F-HR/A Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,122,962 $40.6M 2.21% -200,000 13F-HR/A Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,068,658 $38.6M 0.01% -10,783 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 890,133 $32.2M 0.07% +5,439 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 872,838 $31.6M +555,302 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 772,963 $28M +78,307 Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 770,421 $27.9M 4.96% +25,104 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 553,872 $20M 0.23% new 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 542,402 $19.6M <0.01% +30,523 13F-HR/A Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 529,159 $19.5M 1.57% 0 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 489,766 $18.2M 0.04% +244,883 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 485,039 $17.5M 0.11% +38,927 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 446,202 $16.1M 0.33% +69,237 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 405,135 $14.6M <0.01% -283,221 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 387,572 $14M 0.4% +23,615 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 343,251 $12.4M 0.29% +311,850 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 324,611 $11.7M 0.02% -86,094 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 305,944 $11.1M 0.02% -20,179 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 305,036 $11M 0.18% -2,675 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 290,320 $10.5M 0.01% -190,667 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 257,571 $9.31M <0.01% +23,001 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 251,151 $9.08M 0.25% +2,476 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 249,710 $9.03M <0.01% +5,441 13F-HR Timeline Group THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 246,269 $8.91M 3.13% +15,983 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 233,347 $8.44M <0.01% +15,403 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 227,283 $8.22M <0.01% +69,137 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 216,597 $7.83M 0.22% -143,959 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 209,424 $7.57M 1.36% +36,163 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 188,949 $6.83M 0.01% +93,416 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 188,760 $6.83M 1.51% +9,871 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 149,662 $5.41M 0.17% +6,504 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 145,401 $5.26M 0.01% +38 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 124,806 $4.51M 0.02% -7,742 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 117,138 $4.24M 1.84% -1,354 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 108,044 $3.91M 0.01% -802 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 107,081 $3.88M 0.02% +3,527 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 96,493 $3.49M <0.01% -137 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 95,314 $3.45M 0.19% +22,361 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 78,045 $2.82M <0.01% +11,615 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 77,167 $2.79M <0.01% +7,795 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 71,885 $2.6M 0.02% +7,373 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 70,290 $2.54M 0.43% +442 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 69,399 $2.51M 0.01% +5,708 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 68,460 $2.48M 0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 51,534 $1.86M 0.2% -679 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 50,896 $1.84M 0.03% +2,663 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 49,334 $1.78M <0.01% +2,506 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 48,906 $1.77M <0.01% -10,375 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 44,762 $1.62M 0.01% -10,836 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 42,250 $1.53M 0.01% +33,683 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 40,516 $1.47M 0.02% -85,787 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 40,339 $1.46M 0.03% -349 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 40,293 $1.46M <0.01% -87,374 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 37,173 $1.34M 1.14% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 36,456 $1.34M +1,236 Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 35,845 $1.3M <0.01% +17,644 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 34,485 $1.25M 1.51% -390 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 33,661 $1.24M 0.02% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 29,695 $1.07M 0.64% -1,259 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,613 $999K <0.01% -3,858 13F-HR/A Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 26,079 $943K 0.44% +46 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 15,828 $937K 0.55% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 25,663 $928K 0.09% +24,209 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 25,137 $909K 0.02% +4,059 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 24,515 $891K <0.01% -18,365 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 24,179 $874K 0.03% +1,667 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 23,300 $843K <0.01% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 22,823 $825K 0.21% +1,086 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 22,475 $813K 0.18% -1,147 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 22,475 $813K 0.16% -1,147 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 20,818 $753K 0.06% -536 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 20,303 $734K 0.07% -71 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 19,782 $715K 0.17% +636 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 17,732 $641K 0.01% -602 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,339 $627K 0.02% -366 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 17,290 $625K 0.22% -21,525 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 16,960 $613K 0.05% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,103 $582K <0.01% -4,862 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 14,832 $536K 0.15% -6,020 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 14,098 $510K 0.17% -240 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 13,398 $484K <0.01% -2,926 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,095 $474K <0.01% +386 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,800 $463K 0.02% -10,289 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,727 $460K <0.01% +815 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,612 $456K 0.03% -293 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,463 $451K <0.01% -1,643 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,855 $429K <0.01% +297 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 11,586 $419K 0.05% +1,896 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,184 $404K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,173 $404K 0.01% +102 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 10,946 $396K <0.01% +1,451 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,935 $395K <0.01% -58 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 10,740 $388K 0.03% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,628 $384K <0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,403 $376K <0.01% +343 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 10,335 $374K 0.04% +1,361 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 10,241 $370K 0.41% +164 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,676 $350K 0.01% -4,833 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 9,469 $342K 0.07% +3,900 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 9,456 $342K 0.11% -326 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,889 $321K <0.01% -4,257 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 8,853 $320K 0.25% -115 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,830 $319K 0.01% -1,289 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 8,749 $316K 0.2% -521 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 8,267 $299K <0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,994 $289K 0.01% -429 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 7,077 $256K 0.04% -138 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,018 $254K <0.01% -379 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,011 $254K 0.01% +251 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,953 $251K 0.01% +308 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 6,840 $247K 0.12% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,707 $243K 0.04% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,476 $234K 0.01% +187 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,295 $228K <0.01% -1,820 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 6,268 $227K 0.06% +675 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 6,162 $223K 0.15% +2 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,078 $220K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,087 $219K <0.01% +1,287 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 5,952 $215K <0.01% -1,039 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 5,935 $215K 0.02% -24,760 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 5,654 $207K 0.2% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 5,570 $201K <0.01% new 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 5,186 $188K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,849 $175K <0.01% -5,685 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,058 $147K <0.01% -490 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,835 $139K <0.01% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,814 $138K 0.01% -2,778 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,800 $137K <0.01% -900 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,649 $132K <0.01% +1,028 13F-HR Timeline Group Horizons Wealth Management More: the full row for Horizons Wealth Management 3,605 $130K 0.09% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,507 $128K 0.08% +1,410 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,796 $101K <0.01% +12 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,737 $99K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,715 $98.2K <0.01% -141 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,583 $93.4K <0.01% -447,698 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,548 $92K <0.01% -96 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,324 $84K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,255 $81.5K <0.01% -130 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,163 $78.2K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,116 $76.5K <0.01% -480 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,671 $60.4K <0.01% -376 13F-HR/A Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,690 $60.4K <0.01% -605,819 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,568 $56.7K 0.02% -376 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,226 $44.2K <0.01% -1,160 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,140 $41.2K <0.01% +570 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,096 $39.6K <0.01% +954 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,056 $38.2K 0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 891 $32.2K 0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 760 $27K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 718 $26K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 710 $25.7K <0.01% +37 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 641 $23.2K <0.01% -5,858 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 638 $23.1K <0.01% +1 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 580 $21K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 404 $14.6K <0.01% -1,698 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 360 $13K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 307 $11.1K <0.01% +151 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 238 $8.61K <0.01% -69 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 206 $7.45K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 190 $6.87K <0.01% -28 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 183 $6.62K <0.01% -53 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 147 $5.32K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 128 $4.62K <0.01% +1 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 109 $3.94K <0.01% -26 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 106 $3.83K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 94 $3.4K <0.01% -7,192 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 92 $3.32K <0.01% +1 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 91 $3.29K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 90 $3.25K <0.01% -288 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 83 $3K <0.01% -99 13F-HR Timeline BAYBAN More: the full row for BAYBAN 77 $2.78K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 72 $2.61K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 70 $2.53K <0.01% +31 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 70 $2.53K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 70 $2.53K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 68 $2.46K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 65 $2.35K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 65 $2.34K <0.01% -7 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 64 $2.31K <0.01% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 63 $2.28K <0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 56 $2.02K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 46 $1.66K <0.01% 0 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 44 $1.59K <0.01% +23 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 40 $1.45K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 38 $1.39K <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 36 $1.33K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 36 $1.3K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 35 $1.27K <0.01% 0 13F-HR Timeline