ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,021,200 $402M -247,224 Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 4,814,000 $386M 2.05% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,232,880 $98.8M 0.02% +19,897 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 730,454 $58.1M <0.01% -16,777 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 419,357 $33.6M 0.21% -14,230 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 280,587 $22.5M 0.02% -11,702 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 232,617 $18.6M 0.04% +28,648 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 148,576 $11.9M 0.48% +27,094 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 142,890 $11.5M 0.02% -633 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 131,079 $10.5M 1.16% -1,127 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 124,466 $9.95M 0.02% +10,814 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 112,781 $9.04M 0.02% -5,219 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 101,940 $8.17M <0.01% +6,452 13F-HR Timeline Group Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 99,006 $7.94M 5.63% -13,890 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 80,709 $6.47M 0.2% +12,002 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 80,398 $6.44M 0.07% -2,388 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 73,549 $5.9M 2.01% -8,931 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 66,569 $5.34M 0.05% -3,778 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 65,309 $5.24M 0.03% +4,408 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 65,142 $5.22M 0.01% +4,356 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 63,936 $5.13M 0.02% +2,441 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 58,722 $4.71M 0.62% -5,856 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 58,362 $4.68M 0.03% -3,249 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 56,764 $4.55M 0.07% +3,263 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 55,958 $4.49M 0.03% +2,964 13F-HR/A Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 55,810 $4.47M 0.54% -1,137 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 54,877 $4.4M 0.02% +2,328 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 54,788 $4.4M 0.02% -11,455 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 54,128 $4.34M 0.01% -1,821 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 53,797 $4.31M 0.01% +13,290 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 50,370 $4.04M <0.01% -4,636 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 49,761 $3.99M 0.03% +2,893 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 49,046 $3.93M 3.04% +4,636 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 45,034 $3.58M 0.1% -2,015 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 42,703 $3.42M 0.06% -2,333 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 41,482 $3.33M <0.01% +880 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 41,397 $3.32M <0.01% +18,489 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 38,218 $3.06M 0.03% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 37,718 $3.02M <0.01% +2,677 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 32,407 $2.6M 0.02% +2,191 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31,598 $2.57M <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,806 $2.39M 0.02% +3,027 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 28,851 $2.31M +1,655 Timeline MA Private Wealth More: the full row for MA Private Wealth 28,310 $2.27M 0.34% -814 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 25,758 $2.05M +10,866 Timeline World Investment Advisors More: the full row for World Investment Advisors 28,211 $1.99M 0.03% -125 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,534 $1.89M <0.01% -29,155 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 23,451 $1.88M <0.01% +704 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 22,932 $1.84M 0.03% -1,065 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 22,907 $1.84M 0.03% -65 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 22,123 $1.77M 0.02% -1,022 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 21,770 $1.75M 0.01% -1,907 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 21,563 $1.73M 0.09% -412 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,167 $1.7M 0.04% -1,378 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 21,141 $1.69M 0.53% +3,181 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 20,391 $1.63M 0.01% -1,831 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 19,546 $1.57M 0.13% -817 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 17,628 $1.41M 0.03% +321 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 16,886 $1.35M 0.39% +800 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 16,608 $1.33M 0.34% +958 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 16,521 $1.32M 1.2% 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 15,806 $1.27M 0.6% -527 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 15,036 $1.21M 0.04% +1,601 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,882 $1.19M 0.02% +9,704 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,656 $1.17M <0.01% +521 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 14,367 $1.15M 0.27% -517 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 14,220 $1.14M 0.22% +66 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 14,107 $1.13M 0.07% -15,740 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,083 $1.13M <0.01% new 13F-HR/A Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 13,720 $1.1M 0.35% +642 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 13,448 $1.08M 0.37% -1,705 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,214 $1.06M <0.01% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 12,560 $1.01M 0.26% +1,471 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,447 $998K 0.03% -111 13F-HR Timeline EQ LLC More: the full row for EQ LLC 12,325 $988K 0.24% -1,375 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,747 $942K 0.01% -3,435 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 11,393 $913K 0.7% -18 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,198 $898K 0.02% -8,479 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10,920 $878K 0.11% +411 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,668 $855K 0.03% +94 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 10,411 $835K 0.05% -318 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,154 $814K 0.02% +1,447 13F-HR Timeline Group West Wealth Group, LLC More: the full row for West Wealth Group, LLC 9,994 $801K 0.13% -72 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 9,152 $734K 0.24% +1,166 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 9,020 $723K 0.14% -384 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,944 $717K 0.04% -130 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 8,882 $712K 0.4% -195 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 8,797 $705K +611 Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 8,711 $698K 0.06% -73 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 8,609 $690K 0.65% -697 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 8,384 $672K 0.03% +70 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,369 $671K 0.02% +3,192 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,287 $664K <0.01% +2,645 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,247 $661K 0.04% -407 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,088 $648K 0.08% +103 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 8,041 $645K 0.18% +874 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,738 $625K 0.06% +18 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,739 $620K <0.01% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,671 $615K 0.02% -360 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,671 $615K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,653 $613K 0.02% +800 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 7,304 $586K 0.09% +160 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 7,067 $567K 0.14% +2,920 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,027 $563K 0.04% -148 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 6,678 $535K 0.24% -1,735 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 6,676 $535K 0.19% -981 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,647 $533K 0.05% -8,649 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,220 $499K 0.12% +169 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 6,215 $498K 0.02% -238 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,069 $486K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,884 $472K 0.01% -215 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,792 $464K 0.11% -357 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,634 $450K 0.03% -12 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 5,603 $449K 0.24% 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,509 $442K 0.07% +1,078 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,448 $437K 0.03% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 5,199 $417K 0.04% +71 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 5,127 $411K 0.23% -303 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 5,044 $404K 0.02% +115 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,000 $401K 0.13% -43 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 4,910 $394K 0.22% -314 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,883 $391K 0.08% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,675 $375K 0.29% +3 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,655 $373K 0.02% +917 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 4,491 $360K 0.04% +1,560 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,489 $360K 0.03% +2,264 13F-HR Timeline Group Williams Financial, LLC More: the full row for Williams Financial, LLC 4,463 $358K 0.18% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,421 $354K 0.08% +276 13F-HR Timeline GTS FINANCIAL, LLC More: the full row for GTS FINANCIAL, LLC 5,214 $351K 0.26% +36 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,260 $341K <0.01% new 13F-HR Timeline Group Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 4,091 $328K 0.09% -433 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,026 $323K <0.01% -1,142 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,013 $322K <0.01% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,974 $319K 0.02% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,971 $318K 0.11% -27,054 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,926 $315K 0.08% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,914 $314K 0.18% +230 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,898 $312K 0.18% -234 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 3,862 $310K 0.26% -368 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,812 $306K 0.01% -2,337 13F-HR Timeline CARY STREET PARTNERS INVESTMENT ADVISOR… in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS INVESTMENT ADVISORY LLC 3,774 $303K 0.06% -73 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,754 $301K 0.05% -1,309 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,713 $298K 0.26% -246 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,668 $294K 0.01% -10 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,521 $282K <0.01% -88 13F-HR Timeline Group BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,503 $281K 0.04% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,491 $280K 0.01% -1,231 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,451 $278K 0.09% +60 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,455 $277K 0.01% -258 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,448 $276K <0.01% -235 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,382 $271K <0.01% -2,066 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 3,244 $260K 0.13% +232 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,243 $260K 0.04% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,200 $257K 0.01% -351 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,189 $256K 0.02% -498 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,118 $250K 0.02% -294 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 3,031 $242K 0.12% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,020 $242K 0.04% -349 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,943 $236K 0.07% +27 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,898 $232K <0.01% -290 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,720 $218K <0.01% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,661 $213K 0.04% -289 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,651 $213K 0.03% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,645 $212K 0.03% -442 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 2,644 $212K 0.05% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,004 $211K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,611 $209K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,416 $194K 0.02% +136 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,308 $185K 0.11% +588 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,852 $148K <0.01% -64 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,845 $148K <0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,731 $139K 0.01% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,315 $105K 0.09% +3 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,292 $104K <0.01% -973 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. 1,127 $90.3K <0.01% -167 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,021 $81.9K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 942 $75.5K <0.01% -28 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 903 $72.4K <0.01% +164 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. 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