Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 2,065 $217K 0.18% -633 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,058 $216K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,043 $214K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,041 $214K <0.01% +929 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,043 $214K 0.02% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,038 $214K <0.01% -40 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,031 $213K 0.01% +1 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,002 $210K 0.04% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,000 $210K 0.12% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,989 $209K <0.01% -84 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,984 $208K <0.01% -438 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,968 $207K 0.11% new 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,938 $203K 0.06% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,934 $203K 0.01% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,919 $201K 0.07% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,709 $179K <0.01% 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,665 $175K <0.01% -446 13F-HR Timeline Group Ramirez Asset Management, Inc. 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More: the full row for Geneos Wealth Management Inc. 560 $58.8K <0.01% -1,816 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 557 $58.5K <0.01% new 13F-HR/A Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 490 $56.1K 0.02% -20 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 523 $54.9K <0.01% -48 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 408 $42.8K <0.01% -61 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 405 $42.6K 0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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More: the full row for Harbor Asset Planning, Inc. 78 $8.19K 0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 71 $7.45K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 66 $6.93K <0.01% 0 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 60 $6.3K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 57 $5.98K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 50 $5.25K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 48 $5.04K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 42 $4.41K <0.01% -6 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 42 $4.41K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 40 $4.2K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 30 $3.15K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 26 $2.73K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 10 $1.05K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 10 $1.05K <0.01% -35 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $630 <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.