BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,846,910 $96.6M 0.01% +15,129 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 417,126 $21.8M <0.01% -13,821 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 339,969 $17.8M 0.01% -1,700 13F-HR Timeline SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 319,299 $16.7M 5.48% 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 311,700 $16.3M 0.71% -6,435 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 300,809 $15.7M <0.01% -4,437 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 156,661 $8.21M 0.01% +10,249 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 153,529 $8.03M 0.03% +17,803 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 133,293 $6.98M 0.01% +3,495 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 133,237 $6.97M <0.01% +6,057 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 102,433 $5.36M <0.01% -39,234 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 101,273 $5.3M 1.21% +12,705 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 92,827 $4.86M 0.58% +2,961 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 74,986 $3.94M <0.01% +14,515 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 57,973 $3.03M <0.01% -29,399 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 55,900 $2.93M <0.01% +31,495 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 55,048 $2.88M <0.01% +3,296 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 52,202 $2.73M 0.27% -107 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,128 $2.73M <0.01% -510 13F-HR Timeline Group CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 50,906 $2.66M 6.54% -1,275 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 46,314 $2.42M <0.01% -8,830 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 45,995 $2.41M <0.01% +2,209 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 45,629 $2.39M <0.01% -553 13F-HR Timeline Group Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 43,431 $2.27M 0.37% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 41,641 $2.18M 0.89% -530 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 36,809 $1.93M 0.03% new 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 34,646 $1.81M 1.75% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 33,566 $1.76M 0.06% +1,382 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 33,311 $1.74M 0.17% +1,173 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 32,241 $1.69M 0.81% +4,200 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 31,539 $1.65M 0.01% -114 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 30,810 $1.61M <0.01% +2,386 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 30,755 $1.61M 0.01% -2,211 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 30,172 $1.58M 0.06% +25,090 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 29,254 $1.53M <0.01% -232 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 28,973 $1.52M 0.05% +4,771 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 28,899 $1.51M 0.12% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 28,629 $1.5M 0.02% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 33,060 $1.48M 0.02% new 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 28,215 $1.48M 0.86% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 27,995 $1.46M 0.07% -7,379 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 27,370 $1.43M 0.03% -2,060 13F-HR Timeline Group Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 27,141 $1.42M 1.05% +337 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 26,214 $1.37M <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 24,113 $1.26M <0.01% new 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 24,065 $1.26M 0.15% +1,584 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 24,243 $1.24M 0.05% -8,926 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,363 $1.17M <0.01% new 13F-HR Timeline Group Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 21,695 $1.14M 1.76% -237 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 21,301 $1.11M 0.47% +73 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 20,803 $1.09M 0.03% +9,792 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 20,675 $1.08M 0.96% +2,779 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 20,669 $1.08M 0.01% +2,549 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,094 $1.05M <0.01% +383 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 19,524 $1.02M 0.01% +10,293 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 18,462 $966K 0.06% -3,409 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,801 $932K <0.01% -491 13F-HR Timeline Group Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 17,295 $905K 0.52% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 15,350 $803K 0.06% -110 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 $785K 0.02% 0 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 14,943 $782K 0.14% -1 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,831 $776K <0.01% +758 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,476 $765K 0.02% +9 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 13,457 $704K 0.55% +1,481 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,293 $696K <0.01% +2,470 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 12,980 $679K 0.06% +975 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,859 $673K 0.03% -3,039 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,667 $663K <0.01% -910 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 12,641 $662K 0.07% +4,825 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,397 $596K <0.01% +2,322 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 11,195 $586K 0.02% +808 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,960 $574K <0.01% +692 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,909 $571K 0.01% -3,305 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 10,380 $543K <0.01% -649 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 10,245 $536K 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,675 $506K <0.01% +370 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,593 $500K <0.01% +830 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,437 $494K <0.01% +2,968 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 9,348 $489K 0.04% -160 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 9,082 $475K 0.03% +751 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,967 $469K <0.01% -444 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,699 $455K 0.03% +166 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,188 $428K 0.02% -457 13F-HR Timeline City State Bank More: the full row for City State Bank 7,849 $411K 0.12% -50 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,381 $386K <0.01% 0 13F-HR Timeline Group Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 7,329 $384K 0.22% -42 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,293 $382K <0.01% -7,203 13F-HR Timeline Group WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 6,747 $353K 0.13% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,682 $350K 0.04% +4,930 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,356 $333K 0.11% -80 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 6,191 $324K 0.16% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,182 $323K 0.04% -1,287 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,105 $319K 0.68% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 6,015 $315K 0.12% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,685 $298K <0.01% -400 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,666 $297K <0.01% +997 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 5,570 $291K <0.01% -180 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,519 $289K 0.01% -230 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,419 $284K <0.01% -59 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,301 $277K 0.06% +1,303 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,094 $267K 0.01% +21 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 4,850 $254K 0.2% -107 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,825 $253K 0.03% -101 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,611 $241K <0.01% new 13F-HR Timeline Group PECAUT & CO. More: the full row for PECAUT & CO. 4,580 $240K 0.08% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 4,504 $236K 0.08% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,362 $228K 0.02% +30 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 4,304 $225K 0.09% +143 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,275 $224K 0.01% -55 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,271 $223K <0.01% +1,976 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,262 $223K <0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,116 $215K <0.01% -592 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,067 $213K <0.01% 0 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,998 $209K 0.05% -353 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,924 $205K <0.01% -4 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,921 $205K 0.15% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,900 $204K 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,870 $202K 0.01% +25 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,572 $187K 0.01% +30 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,438 $180K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 3,200 $167K 0.15% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,598 $136K <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 2,245 $117K 0.01% -150 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,016 $105K <0.01% -49 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,961 $103K 0.02% -9 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,959 $103K <0.01% -419 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,919 $100K <0.01% 0 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,831 $95.8K 0.01% -139 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,830 $95.8K 0.09% +20 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,447 $75.6K <0.01% new 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. 1,334 $69.8K <0.01% -840 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 1,307 $68.4K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,220 $63.8K <0.01% +100 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,137 $59.5K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,026 $53.7K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,000 $52.3K 0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 741 $38.8K <0.01% 0 13F-HR/A Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 718 $37.6K 0.01% -112 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 597 $31.2K <0.01% +288 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 539 $28K 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 $26.6K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 485 $25K <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 458 $23.9K <0.01% +457 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 389 $20.4K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 389 $20.4K 0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 386 $20.2K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 382 $20K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 342 $17.9K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 300 $15.7K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 300 $15.7K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 251 $13.1K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 237 $12.4K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 221 $11.6K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 200 $10.5K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 200 $10.5K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 157 $8.22K <0.01% -681 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 152 $7.95K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 150 $7.85K <0.01% new 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 131 $6.86K <0.01% -44 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 125 $6.56K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 115 $6.02K 0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 109 $5.7K <0.01% -20 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 109 $5.7K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 104 $5.46K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 103 $5.39K <0.01% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 100 $5.23K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 100 $5.23K <0.01% -653 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 100 $5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 93 $4.87K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 90 $4.71K <0.01% -92 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 85 $4.45K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 77 $4.03K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 74 $3.87K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 47 $2.48K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 35 $1.83K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 28 $1.47K <0.01% -11 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 25 $1.31K <0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 22 $1.15K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15 $785 <0.01% -58 13F-HR/A Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 15 $784 <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 12 $628 <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8 $419 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5 $262 <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $52 <0.01% 0 13F-HR Timeline