MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 698,692 $65.2M <0.01% +20,379 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 613,506 $57.2M 0.12% +689 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 583,751 $54.4M +42,499 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 402,979 $37.6M 0.1% +154,041 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 365,969 $34.1M 0.01% +30,862 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 354,526 $33.1M 0.32% +66,299 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 346,626 $32.3M 0.02% +3,850 13F-HR Timeline Group Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 331,479 $31.4M 13.28% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 282,670 $26.4M 0.03% +601 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 227,398 $21.2M 0.44% +28,634 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 205,077 $19.1M <0.01% +7,043 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 204,908 $19.1M 1.5% +16,045 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/ 201,881 $18.8M <0.01% +19,955 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 194,862 $18.2M 0.28% +28,534 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 172,785 $16.1M 1.35% +6,388 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 167,248 $15.6M 0.36% +29,819 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 166,462 $15.5M 0.02% +46,581 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 162,054 $15.1M 3.42% +14,336 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 149,061 $13.9M <0.01% -45,849 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 142,353 $13.3M <0.01% +39,588 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 141,617 $13.2M <0.01% -10,340 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 128,507 $12M 0.02% -14,971 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 110,361 $10.3M 0.05% +4,993 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 107,757 $10.1M +2,078 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 94,190 $8.79M 0.02% +12,380 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 90,619 $8.38M <0.01% +34,242 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 84,633 $7.89M 0.02% -44,454 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 74,153 $6.92M 0.02% +31,232 13F-HR/A Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 73,213 $6.83M 0.19% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 64,354 $6M 0.19% +4,419 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 62,728 $5.85M 0.01% +3,020 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 47,037 $4.39M 0.12% +16,836 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 47,017 $4.39M 1.98% +2,215 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 46,758 $4.36M 0.63% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 42,900 $4M 1.34% -750 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 39,531 $3.69M 0.82% +2,839 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 37,994 $3.54M 0.79% +27,108 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 35,358 $3.3M <0.01% +30,240 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 32,021 $2.99M 0.18% -239 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 31,552 $2.94M 0.01% +3,501 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 30,546 $2.85M 0.98% -1,331 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 30,050 $2.8M 0.24% +5,258 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 30,037 $2.8M 0.06% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 30,014 $2.8M 0.03% +2,928 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 29,524 $2.75M 1.38% +1,208 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,044 $2.71M 0.03% -2,993 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 28,150 $2.63M 0.8% +21 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 26,993 $2.52M 0.37% new 13F-HR Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 26,520 $2.47M 0.82% +421 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,516 $2.47M 0.03% -154 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 26,190 $2.44M 0.65% +2,590 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 26,025 $2.43M 1.09% -263 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 25,996 $2.42M 0.01% +15,842 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 24,889 $2.31M <0.01% 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,792 $2.22M 0.04% +11,979 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,244 $2.16M <0.01% +13,140 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 20,505 $1.91M <0.01% -30,106 13F-HR/A Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 20,494 $1.91M 0.01% -86 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 16,774 $1.56M 1.06% -1,693 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 15,959 $1.49M 0.27% -36 13F-HR/A Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 15,825 $1.48M 0.18% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 15,432 $1.44M 0.19% +1,292 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,976 $1.4M 0.09% -665 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 14,938 $1.39M 1.19% +499 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 14,811 $1.38M 1.01% +4,076 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,676 $1.37M <0.01% +7,867 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 13,989 $1.3M 0.24% +993 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,187 $1.23M 0.01% new 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 12,952 $1.21M 0.21% +1,043 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,521 $1.17M 0.04% +734 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 12,135 $1.13M 0.63% +130 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,910 $1.11M 0.01% -258 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 11,441 $1.07M 0.23% +175 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 11,473 $1.07M <0.01% +917 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,325 $1.06M <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,302 $1.05M 0.02% +1,195 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 10,562 $985K 0.39% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 10,372 $967K 0.98% +196 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 9,876 $921K 0.39% +483 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,712 $906K 0.02% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,650 $894K <0.01% -614 13F-HR/A Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,448 $881K 0.03% +61 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,207 $859K <0.01% -15 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 9,103 $849K 0.37% +1,039 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 9,092 $848K 0.14% +4,592 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,066 $846K 0.01% -10,895 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 8,890 $829K 0.01% +480 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,846 $825K <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,691 $811K <0.01% -9,633 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,678 $809K 0.02% +341 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,577 $800K 0.01% +22 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 8,413 $785K <0.01% +491 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,376 $781K <0.01% +332 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,226 $767K 0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,173 $762K 0.02% +343 13F-HR/A Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 8,148 $760K 0.39% -1,627 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,136 $759K 0.01% -1,253 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. 7,897 $737K 0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,689 $717K 0.21% -54 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,444 $694K 0.13% -12,390 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 7,421 $692K 0.61% +942 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,399 $690K 0.11% +493 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,145 $666K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,134 $665K 0.02% +2,446 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 7,069 $659K 0.45% -40 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,005 $653K <0.01% -570 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 6,976 $651K 0.13% +4,011 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 6,925 $646K 0.02% +1,200 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,880 $642K <0.01% +137 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 6,836 $638K 0.02% -203 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,796 $634K 0.02% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,543 $610K <0.01% +1,677 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 6,341 $591K 0.06% 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 6,250 $583K 0.09% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 6,165 $575K 0.43% +229 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,092 $568K 0.36% -183 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 6,040 $563K +3,100 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,452 $509K <0.01% +41 13F-HR Timeline Group Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 5,350 $499K 0.17% +2,675 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 5,284 $493K 0.05% +806 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,279 $492K <0.01% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,245 $489K 0.04% -249 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,221 $487K 0.15% -12 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 5,016 $479K 0.4% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,082 $474K <0.01% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,747 $443K 0.01% -528 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,698 $438K 0.11% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,690 $437K 0.05% +1,417 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,668 $435K 0.01% -875 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,643 $433K <0.01% -2,400 13F-HR Timeline Group Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,617 $431K 0.41% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,561 $425K 0.09% -2,391 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,338 $405K 0.01% -4,405 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 4,312 $402K 0.41% new 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 4,296 $401K 0.38% +440 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,292 $400K 0.01% +693 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,272 $398K <0.01% +1 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,037 $377K <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,991 $372K <0.01% -705 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,931 $367K 1.62% -72,169 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,938 $366K 0.04% -462 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,891 $363K 0.03% -82 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3,577 $334K 0.01% +836 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,547 $329K 0.02% +2 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,409 $318K <0.01% -3,956 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,292 $307K 0.02% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,228 $301K <0.01% +2,791 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 3,225 $301K 0.01% +570 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,209 $299K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,176 $295K <0.01% +772 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,035 $283K 0.1% -385 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,010 $281K 0.04% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,912 $272K 0.06% +54 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,853 $266K 0.01% -198 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,768 $258K <0.01% +178 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,724 $256K 0.03% +25 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,729 $255K <0.01% -348 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,723 $254K 0.11% +2 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 2,707 $252K 0.18% +52 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 2,705 $252K 0.01% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,545 $237K 0.01% -525 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,341 $218K 0.16% -938 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,319 $216K 0.01% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,315 $216K <0.01% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,279 $213K <0.01% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 2,256 $210K 0.07% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,171 $202K 0.06% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,148 $200K 0.01% +13 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,010 $187K 0.54% -7,157 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,965 $183K <0.01% +1,160 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,933 $180K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,835 $171K 0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 1,693 $158K 0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,608 $150K 0.03% +13 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,570 $146K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. 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LLC 532 $50K 0.01% +8 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 524 $48.9K <0.01% -70 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 510 $47.6K <0.01% +405 13F-HR Timeline Group