Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,035 $560K 0.01% +2,722 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 22,100 $548K 0.11% -4,487 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 21,949 $544K 0.02% +948 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 21,861 $542K 0.54% +3,360 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 21,843 $541K 0.25% -347 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 21,733 $527K 0.1% +7,142 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 21,230 $526K 0.2% +1,870 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 21,014 $521K 0.04% -3,009 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 20,825 $516K 0.26% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 20,629 $511K 0.01% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 19,956 $503K 0.24% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 20,219 $501K 0.01% 0 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 19,629 $486K 0.15% -3,221 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 19,542 $484K 0.5% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 18,893 $483K 0.33% +7,361 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 19,458 $482K 0.24% -223 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 19,377 $480K 0.08% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 19,204 $476K 0.08% -1,097 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 18,550 $460K 0.13% 0 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 18,518 $459K 0.34% 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 18,500 $458K 0.01% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 18,500 $458K 0.06% +9,390 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 18,425 $457K 0.04% -353 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 18,331 $454K 0.04% +311 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 18,311 $454K 0.02% -8,790 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 18,234 $452K <0.01% +1,709 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 18,170 $450K 0.01% +8,270 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 18,000 $446K 0.13% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 17,960 $445K <0.01% +807 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 17,936 $444K 0.01% new 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 18,104 $440K 0.19% -1,387 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 17,378 $431K 0.35% +2,190 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 17,756 $430K 0.37% -809 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,943 $420K 0.01% -1,356 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 16,742 $415K 0.01% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 16,533 $410K 0.36% -653 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 16,315 $404K 0.03% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,231 $402K 0.02% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,992 $396K 0.02% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 15,970 $396K <0.01% new 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 15,940 $395K 0.04% +124 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,836 $392K <0.01% -8,163 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 15,796 $391K 0.08% -291 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,590 $386K 0.01% -254 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 15,370 $381K 0.04% +1,042 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,365 $381K 0.01% +132 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 15,248 $378K 0.02% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15,197 $377K 0.32% -87 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 15,146 $375K 0.11% -727 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 14,935 $370K 0.1% +115 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,926 $370K <0.01% -2,870 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 14,895 $369K 0.05% -5,666 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 14,895 $369K 0.17% -2,032 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 14,858 $368K 0.04% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,837 $368K <0.01% +200 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 14,676 $364K 0.01% +2,713 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 14,585 $361K 0.27% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 14,245 $353K <0.01% +6 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 14,010 $347K 0.05% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 13,999 $347K 0.12% -25,676 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,968 $346K <0.01% -399 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 13,865 $344K <0.01% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,836 $343K <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,748 $341K 0.01% -151 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,995 $322K 0.01% -2,217 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,678 $314K <0.01% -16,762 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 12,643 $313K <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 12,615 $313K 0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,405 $307K 0.02% +112 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,379 $307K 0.01% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 12,282 $304K 0.04% +139 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 12,242 $303K 0.25% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,139 $301K <0.01% -25,369 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 12,078 $299K 0.03% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,140 $298K 0.02% +1,976 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,000 $297K <0.01% new 13F-HR Timeline Group Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 11,895 $295K 0.12% +1,208 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,593 $287K <0.01% 0 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 11,718 $284K 0.27% -1,617 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,408 $283K 0.01% -44 13F-HR/A Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 11,293 $280K 0.02% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,196 $277K 0.03% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 10,950 $271K 0.03% +2,409 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 10,785 $267K 0.05% -5,230 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 10,742 $266K 0.06% +73 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10,560 $262K 0.03% -3,307 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,542 $261K 0.01% -765 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 10,535 $261K 0.19% +74 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 10,499 $260K 0.16% -734 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 10,383 $257K <0.01% +2,133 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,378 $257K 0.04% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,358 $257K 0.01% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,343 $256K 0.07% +87 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,309 $255K <0.01% -2,997 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,286 $255K 0.01% -317 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 10,228 $253K 0.07% +1,250 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 10,228 $253K 0.09% +1,229 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,185 $252K <0.01% +221 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,152 $252K 0.01% -1,546 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 10,158 $252K 0.08% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 10,050 $249K 0.03% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,979 $247K 0.04% -438 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,837 $244K 0.01% -137 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,766 $242K 0.02% +134 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,755 $242K 0.03% -105 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,727 $241K 0.01% 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 9,690 $240K 0.08% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 9,481 $235K 0.07% +107 13F-HR Timeline Group PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 9,475 $235K 0.08% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 9,393 $233K 0.28% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,340 $231K 0.01% new 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 9,263 $230K 0.02% -27 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,181 $228K 0.01% -3,824 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 9,093 $225K 0.18% +80 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 9,071 $225K 0.09% -1,588 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,057 $224K 0.01% -6,579 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 8,866 $220K 0.14% +402 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,860 $220K 0.02% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,823 $219K 0.01% +329 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 8,822 $219K 0.11% new 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 8,687 $215K 0.16% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 8,610 $213K 0.08% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,488 $210K 0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,253 $205K <0.01% -36,643 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,108 $201K <0.01% -17 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,314 $181K <0.01% +4,692 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,203 $154K 0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,444 $135K 0.03% -1,500 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,892 $121K 0.05% -48 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,819 $119K 0.01% +55 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,624 $115K <0.01% +2,941 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,439 $110K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,817 $94.6K <0.01% -218 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,593 $89K 0.03% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,587 $88.9K <0.01% new 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 2,876 $71.3K 0.04% +58 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,292 $56.8K <0.01% +1,159 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,136 $52.9K <0.01% +6 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 2,125 $52.7K 0.02% -46,884 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,625 $40.3K <0.01% +18 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,528 $37.9K <0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,421 $35.2K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,315 $32.6K <0.01% -137 13F-HR/A Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,246 $30.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,186 $29.4K <0.01% -38,925 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,001 $24.8K <0.01% -158 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,000 $24.8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,000 $24.8K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 958 $23.7K 0.01% +11 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 949 $23.5K 0.01% +7 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 900 $22.3K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 892 $22.1K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 846 $21K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 776 $19.1K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 687 $17K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 658 $16.3K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 570 $14.1K 0.01% +2 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 421 $10.4K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 352 $8.72K <0.01% -1,208 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 323 $7.99K <0.01% -994 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 320 $7.9K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 312 $7.71K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 300 $7.43K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 271 $6.71K <0.01% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 262 $6.49K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 240 $5.95K 0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 225 $5.58K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 180 $4.46K <0.01% +85 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 172 $4.26K <0.01% -357 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 160 $3.96K <0.01% new 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 142 $3.52K <0.01% -5 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 140 $3.47K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 135 $3.35K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 100 $2.48K <0.01% new 13F-HR/A Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 94 $2.33K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 93 $2.31K <0.01% -64,893 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 90 $2.23K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 88 $2.18K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 60 $1.49K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 48 $1.19K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 40 $991 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 39 $966 <0.01% -54 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 38 $934 <0.01% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 32 $793 <0.01% +30 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 20 $496 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.