NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15,878,455 $544M 0.4% +15,849,541 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,575,507 $294M 15.79% -82,288 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,195,954 $109M 5.75% +13,846 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,851,077 $97.6M 16.68% +118,649 13F-HR/A Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,520,000 $86.3M 0.01% 0 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,843,707 $63.1M 5.77% -9,806 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,771,706 $60.6M 2.29% +42,230 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,485,415 $50.8M <0.01% +20 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,344,337 $46M 0.46% +134,332 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,327,960 $45.5M -970,085 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,059,484 $36.3M 0.01% +402,408 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,055,237 $36.1M 0.01% +80,822 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 948,892 $32.5M 0.01% -14,107 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 879,447 $30.1M 0.04% -19,287 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 851,829 $29.2M 0.1% -60,425 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 807,176 $27.6M 2.9% +236,631 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 775,951 $26.6M 0.66% +2,783 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 760,428 $26M 0.22% +28,467 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 655,614 $22.4M <0.01% -28,466 13F-HR Timeline Group Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 623,742 $21.4M 7.17% +176,853 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 561,257 $19.2M <0.01% -316,983 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 441,395 $15.1M <0.01% +8,276 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 412,946 $14.1M 3.73% +58,815 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 410,664 $14.1M 0.81% -55,302 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 381,780 $13.1M 0.02% +80,792 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 341,743 $11.7M 1.89% -24,754 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/ 337,171 $11.5M <0.01% +5,528 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 318,396 $10.9M 0.79% -76,905 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 301,413 $10.3M 0.57% +11,988 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 273,723 $9.37M 0.01% +13,234 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 267,156 $9.03M 2.47% -16,152 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 259,933 $8.9M 6.75% +4,234 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 250,523 $8.58M <0.01% +160,883 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 241,659 $8.27M 1.21% +25,749 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 236,515 $8.1M 0.1% -3,032 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 226,977 $7.77M 1.95% +4,385 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 203,335 $6.96M 0.14% +16,056 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 148,756 $5.09M 0.11% +23,934 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 145,907 $4.99M 0.36% +32,668 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 135,288 $4.63M 0.92% -1,681 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 129,966 $4.45M +48,674 Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 129,770 $4.44M 2.71% +211 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 123,974 $4.24M <0.01% +23,431 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 123,649 $4.23M 0.14% +4,696 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 123,437 $4.21M 0.01% +111,954 13F-HR/A Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 120,956 $4.14M 2.35% +22,484 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 113,540 $3.89M 0.03% +30,788 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 108,416 $3.71M 0.06% -14,994 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 108,240 $3.71M 1.2% +2,509 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 101,440 $3.47M 0.04% -8,951 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 94,543 $3.24M 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 91,289 $3.12M <0.01% -8,158 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 88,910 $3.04M 0.01% +21,463 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 84,127 $2.88M 0.07% -47,804 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 81,369 $2.79M <0.01% +2,047 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 76,066 $2.6M <0.01% +29,452 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 71,293 $2.44M <0.01% -1,230 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 70,731 $2.42M <0.01% -671 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 70,527 $2.41M 0.04% -439 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 65,845 $2.25M 2.13% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 65,252 $2.23M <0.01% -1,049 13F-HR/A Timeline Group Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 61,760 $2.11M 0.1% -2,085 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 59,350 $2.09M 0.08% +13,817 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 59,956 $2.05M 0.18% -44,145 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 59,564 $2.04M 0.63% +46,725 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 56,430 $1.93M 0.23% +713 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 56,319 $1.93M 0.04% -32,185 13F-HR Timeline Group LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 46,920 $1.61M 0.62% -1,205 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 45,591 $1.56M 0.39% +9,509 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 42,634 $1.46M 0.09% +820 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 42,097 $1.44M <0.01% +24,266 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 37,914 $1.3M 0.02% +37,189 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 36,543 $1.25M <0.01% +6,005 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 34,102 $1.17M 0.09% new 13F-HR/A Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 33,340 $1.14M 0.6% -6,838 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 32,775 $1.12M 0.2% +9,200 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 32,517 $1.11M 0.81% -9,237 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 31,371 $1.07M 0.46% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 30,824 $1.05M 0.09% -3,542 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 30,272 $1.04M 0.04% +5 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 28,859 $988K 0.01% -2,987 13F-HR/A Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 27,800 $952K 0.13% -3,000 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 27,544 $943K 0.15% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 26,603 $911K 0.03% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 26,213 $897K 0.04% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 22,022 $754K 0.02% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 21,763 $745K 0.12% -559 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 21,320 $730K 0.02% +4,970 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 21,199 $726K 0.03% new 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 19,982 $684K 0.28% +5,903 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 19,799 $678K <0.01% +18 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,765 $642K <0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 18,691 $640K 0.01% -5,843 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,448 $631K <0.01% -4,049 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 16,085 $551K 0.07% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,620 $535K 0.01% +1,509 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,104 $517K 0.01% +249 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,015 $480K <0.01% +5,445 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 13,851 $474K 0.15% +321 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13,268 $454K 0.06% +30 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,158 $450K <0.01% +119 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 13,052 $447K 0.11% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,033 $446K <0.01% +5,579 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,815 $439K <0.01% +5 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,246 $419K <0.01% +174 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 12,196 $417K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 11,709 $401K 0.13% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 11,238 $385K <0.01% -3,157 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,092 $380K <0.01% +3 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,847 $371K 0.01% -1,663 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,817 $370K <0.01% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 10,665 $365K 0.03% -615 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 10,000 $342K 0.03% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,982 $342K 0.01% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 9,874 $338K 0.03% new 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 9,872 $338K 0.11% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,570 $328K <0.01% -55 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 9,495 $325K <0.01% -1 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 8,733 $299K 0.01% +42 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,320 $285K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,228 $282K 0.01% -55 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,160 $279K 0.02% -12,382 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,560 $259K 0.15% -210 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,469 $256K 0.01% +124 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,248 $248K <0.01% +1 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,206 $247K <0.01% -4,662 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,005 $240K <0.01% -1,166 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 6,642 $227K 0.08% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 6,642 $227K 0.07% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,395 $219K <0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,141 $210K <0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,072 $208K 0.02% new 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/ 5,964 $204K <0.01% 0 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,000 $203K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,453 $187K <0.01% +336 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,452 $152K 0.02% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,095 $140K <0.01% +1,273 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,977 $136K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,450 $118K 0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,069 $70.8K 0.07% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,020 $69.1K <0.01% -131 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,576 $53.9K 0.03% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,466 $50.2K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,267 $43.4K <0.01% +6 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,069 $36.6K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,046 $35.8K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,006 $34.4K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 976 $33.4K <0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 871 $29K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 831 $28.5K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 827 $28.3K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 800 $27.4K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 563 $19.3K <0.01% new 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 520 $17.8K <0.01% 0 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 500 $17.1K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 460 $15.7K <0.01% -3,312 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 448 $15.3K <0.01% -7,726 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 395 $13.5K <0.01% new 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 325 $11.1K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 220 $7.53K <0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 194 $6.56K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 197 $5.66K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 151 $5.19K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 125 $4.28K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 108 $3.7K <0.01% +2 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 101 $3.46K <0.01% -2,182 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 35 $1.2K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 30 $1.03K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 25 $856 <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. GFG Capital, LLC More: the full row for GFG Capital, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.