BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,818,332 $85.4M 0.01% +99,108 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 472,177 $22.2M <0.01% +100,973 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 319,710 $15M <0.01% -28,100 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 318,390 $15M 0.68% +21,095 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 318,148 $14.9M 0.01% -30,687 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 136,107 $6.4M <0.01% -7,372 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 126,341 $5.94M 0.01% +5,970 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 111,056 $5.22M <0.01% -3,185 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 93,228 $4.38M 0.01% +136 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 88,000 $4.13M 0.71% +5,684 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 79,320 $3.73M 3.64% -400 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 72,442 $3.53M 1.11% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 71,199 $3.34M 2.08% -806 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 70,565 $3.32M 0.42% -637 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 52,553 $2.47M <0.01% +20,390 13F-HR/A Timeline Group CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 50,937 $2.39M 6.93% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 50,913 $2.39M <0.01% +5,230 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 50,585 $2.38M 0.01% -75,910 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 48,008 $2.26M <0.01% new 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 47,320 $2.22M 0.01% -8,752 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 45,574 $2.17M <0.01% +18,574 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 45,887 $2.16M <0.01% -6,325 13F-HR Timeline Group Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 44,978 $2.11M 0.46% +294 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 43,625 $2.05M <0.01% +974 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 42,103 $1.98M 0.92% -4,707 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 35,523 $1.64M 0.09% +1,481 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 34,568 $1.62M <0.01% +2,279 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 32,138 $1.51M 0.16% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 31,747 $1.49M 0.05% +1,068 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 30,853 $1.45M 0.09% +20,517 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 30,545 $1.44M 0.01% +3,600 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 28,391 $1.33M 0.74% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,558 $1.29M <0.01% -14,878 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,326 $1.28M <0.01% +196 13F-HR Timeline Group Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 27,122 $1.27M 1.03% +8,667 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 25,400 $1.19M 0.05% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 24,325 $1.14M <0.01% +732 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 24,317 $1.14M 0.02% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 22,721 $1.07M 0.08% -264 13F-HR/A Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 21,931 $1.03M 1.82% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 21,701 $1.02M 0.49% -2,529 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 21,666 $1.02M 0.16% +3,335 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 21,076 $990K 0.01% -4,276 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 21,023 $988K 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 19,797 $930K 0.02% -873 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 18,671 $877K <0.01% -2,537 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,522 $870K <0.01% +187 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 18,462 $867K <0.01% +16,820 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 17,372 $816K 0.67% +2,294 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,667 $737K 0.02% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 15,310 $719K 0.07% +6,325 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 15,263 $717K 0.04% -509 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 15,000 $705K 0.02% 0 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 14,723 $692K 0.14% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,605 $639K <0.01% +3,020 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 13,394 $630K 0.07% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,836 $603K <0.01% +2,694 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,755 $552K 0.06% -6,405 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 10,820 $508K <0.01% +10,533 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,169 $478K <0.01% new 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 9,757 $458K 0.02% -393 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,593 $451K 0.02% -1,000 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 9,508 $447K 0.04% -450 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,262 $435K <0.01% +2,082 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,216 $433K 0.03% -3,251 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,880 $417K <0.01% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 8,679 $408K 0.04% +961 13F-HR Timeline City State Bank More: the full row for City State Bank 8,584 $403K 0.13% +439 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,546 $401K <0.01% -4,342 13F-HR Timeline Group WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 8,365 $393K 0.17% -326 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,318 $391K <0.01% +390 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,107 $386K 0.04% new 13F-HR/A Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 7,802 $367K 0.06% -572 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 7,508 $353K 0.23% -601 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,380 $347K <0.01% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,000 $329K <0.01% +58 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,988 $328K 0.11% -1,273 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,799 $322K 0.03% +733 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,481 $304K 0.13% -55 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 6,480 $302K 0.04% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,230 $293K 0.02% -4,185 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,230 $293K <0.01% +605 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,164 $290K <0.01% -10,236 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 6,140 $288K <0.01% -230 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,085 $286K <0.01% -14,191 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,080 $286K 0.73% -455 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 6,015 $283K 0.11% -194 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,991 $281K <0.01% +65 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 5,967 $280K 0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,801 $273K 0.02% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,724 $269K 0.01% +120 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 5,616 $264K 0.26% 0 13F-HR/A Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,333 $251K <0.01% -560 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,231 $246K <0.01% +575 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,151 $242K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,133 $241K 0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,928 $240K 0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,941 $232K 0.03% +200 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,839 $227K <0.01% +687 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 4,806 $226K <0.01% -105 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 4,638 $218K 0.07% -143 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,514 $212K 0.07% -225 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 4,504 $212K 0.09% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,500 $211K 0.01% new 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 4,445 $209K 0.02% new 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,308 $202K 0.02% -25 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,900 $183K 0.02% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,354 $158K <0.01% +529 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 3,200 $150K 0.15% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,110 $146K <0.01% +1,626 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,800 $132K 0.01% -742 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,497 $117K <0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,335 $110K 0.01% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,981 $93.1K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,908 $92.9K 0.09% +377 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,928 $91.4K <0.01% +48 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,941 $91.2K <0.01% 0 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,921 $90.3K <0.01% -322 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,845 $86.7K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,753 $82.4K <0.01% +192 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,635 $76.8K 0.04% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,583 $74.4K <0.01% +886 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,471 $69.1K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,258 $60.5K <0.01% +59 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,137 $53.4K <0.01% -300 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,100 $51.7K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 975 $46K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 840 $39.5K <0.01% +200 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 830 $39K 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 816 $38.3K <0.01% +160 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 756 $35.5K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 539 $25K 0.01% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 500 $23.5K <0.01% 0 13F-HR Timeline Group Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 500 $23.5K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 485 $23K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 400 $18.8K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 389 $18.3K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 381 $17.9K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 342 $16.1K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 300 $14.1K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 300 $14.1K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 309 $14K <0.01% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 284 $13.3K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 250 $11.8K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 237 $11.1K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 225 $10.6K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 206 $9.67K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 200 $9.4K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 173 $8.13K <0.01% -64 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 152 $7.14K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 150 $7.05K <0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 153 $7K <0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 147 $6.91K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 126 $5.92K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 125 $5.89K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 115 $5.4K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 109 $5.12K 0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 100 $5K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 103 $4.84K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $4.7K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 100 $4.7K <0.01% -37,306 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 93 $4.37K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 79 $4K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 75 $3.52K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 74 $3.48K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 70 $3.31K <0.01% 0 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 60 $2.82K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 55 $2.58K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 47 $2.22K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 42 $1.97K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 22 $1.03K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 20 $940 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8 $376 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $47 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $42 <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.