ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,791,632 $420M -80,477 Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 4,814,000 $349M 2.24% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,180,467 $85.7M 0.03% +69,530 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 784,046 $56.9M <0.01% +143,335 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 465,864 $33.8M 0.26% +10,845 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 323,886 $23.5M 0.03% +20,189 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 282,258 $20.5M 0.06% -15,684 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 231,155 $16.8M 0.04% -28,505 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 150,046 $10.9M 1.37% -540 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 144,725 $10.5M 0.02% +32,820 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 125,448 $9.11M 0.02% +120,583 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 125,439 $9.1M 0.02% +2,754 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 88,232 $6.4M <0.01% +807 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 80,477 $5.84M 0.09% -1,012 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 78,652 $5.71M 0.31% +22,386 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 76,258 $5.48M 0.01% -5,976 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 74,079 $5.38M 0.06% +77 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 71,845 $5.21M 0.8% +377 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 69,448 $5.04M 0.04% -2,515 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 65,042 $4.72M 0.01% -1,248 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 64,172 $4.66M 0.03% +4,454 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 62,893 $4.56M 0.17% +3,490 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 62,789 $4.56M 0.04% +1,631 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 62,562 $4.54M 0.58% +342 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 61,671 $4.48M 0.03% +1,721 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 53,489 $3.88M 0.02% -1,346 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 51,391 $3.72M 0.11% -354 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 48,980 $3.55M 0.03% +8,587 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 48,453 $3.52M 0.07% +3,275 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 48,408 $3.51M <0.01% +12,069 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 46,771 $3.4M <0.01% -764 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 43,132 $3.13M 2.81% -1,163 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 41,523 $3.01M 0.07% -1,598 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 38,081 $2.76M <0.01% +2,095 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 34,859 $2.53M 0.01% -1,694 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 34,543 $2.51M 0.19% +3,292 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 33,875 $2.46M 0.02% +2,503 13F-HR/A Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 32,231 $2.34M 0.79% -1,565 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 29,224 $2.12M 0.36% -928 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 27,100 $1.97M <0.01% -274 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 26,897 $1.95M 0.04% +359 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 26,530 $1.93M 0.04% -1,032 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,727 $1.87M 0.03% +3,990 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 25,375 $1.84M 0.12% -493 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 24,774 $1.8M +9,959 Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 24,451 $1.77M 0.03% +1,909 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 24,395 $1.77M 0.02% -18 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 23,163 $1.68M 0.17% -6,681 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 22,820 $1.66M 0.05% +370 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,222 $1.61M 0.01% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 21,097 $1.53M <0.01% +12,057 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,646 $1.5M 0.04% +2,185 13F-HR Timeline Group ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 19,237 $1.4M 0.63% -536 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 17,960 $1.33M 0.22% +756 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 17,863 $1.3M 0.4% +239 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 15,596 $1.13M 0.01% +6,087 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 15,484 $1.12M 0.47% -274 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 14,573 $1.06M 0.01% +2,099 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,120 $1.02M 0.04% -696 13F-HR Timeline Group THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 13,846 $1.01M 0.36% -348 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 13,164 $955K 0.83% -333 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 13,126 $953K 0.42% +8,044 13F-HR Timeline EQ LLC More: the full row for EQ LLC 12,587 $914K 0.31% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 12,067 $876K 0.42% -420 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 11,634 $844K 0.25% +59 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 11,321 $826K 0.36% +179 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,192 $812K 0.03% -63 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 10,771 $782K 0.05% 0 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 10,490 $761K -1,783,931 Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,482 $761K 0.04% -274 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 10,341 $758K 0.54% -125 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,439 $758K 0.03% -783 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,061 $730K 0.03% -5,793 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 10,017 $726K 0.16% -18 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,798 $711K 0.03% -404 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,525 $691K <0.01% -2,242 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 9,444 $685K 0.16% -6 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,334 $678K 0.02% +848 13F-HR Timeline Group Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 8,936 $649K 0.37% +6 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,935 $648K 0.05% -154 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,723 $633K 0.2% +383 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 8,200 $595K 0.06% -7 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 8,075 $586K 0.2% +124 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,002 $581K 0.02% -157 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,927 $575K 0.07% -124 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,843 $569K <0.01% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 7,724 $561K 0.24% -1,198 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,558 $549K 0.03% -575 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,550 $548K 0.02% +675 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,550 $548K 0.01% +675 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,402 $548K 0.04% -52 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 7,110 $516K 0.02% -173 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,091 $515K 0.08% +180 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 6,863 $498K 0.41% +54 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 6,588 $490K 0.02% -3,197 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,669 $484K 0.04% -350 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,289 $466K 0.04% +235 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,368 $462K 0.01% -197 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,058 $440K 0.02% -106 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,002 $436K 0.06% -9 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 5,899 $428K 0.27% -188 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 5,899 $428K 0.13% +678 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,699 $414K 0.09% +19 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,551 $403K 0.02% -331 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,511 $400K 0.12% +46 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,476 $397K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,464 $397K <0.01% +1,213 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,401 $392K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,316 $386K 0.01% +544 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 5,191 $384K 0.23% -97 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 5,112 $371K 0.04% -141 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 5,077 $369K 0.03% +448 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,862 $353K 0.01% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,723 $343K 0.11% +11 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,689 $340K 0.06% +322 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 4,559 $331K 0.21% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,532 $329K 0.01% +227 13F-HR Timeline Group High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 4,281 $311K 0.06% +81 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,183 $304K <0.01% -552 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,134 $300K 0.01% -7 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,090 $297K 0.01% -592 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,976 $289K 0.02% -302 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,974 $288K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,946 $286K 0.01% +183 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,927 $285K <0.01% -83 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,881 $282K 0.02% -59 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,841 $279K 0.03% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,830 $278K 0.17% +10 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,805 $276K 0.07% -4,224 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,678 $267K 0.01% +2 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,654 $265K 0.01% -322 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,574 $259K 0.03% -15 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,549 $258K 0.09% -665 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,506 $255K <0.01% new 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,487 $253K 0.03% -85 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,391 $247K 0.09% +1 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,341 $242K 0.11% new 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,331 $242K 0.14% -326 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,290 $239K 0.05% -7 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,289 $239K 0.02% -18 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,140 $228K 0.04% -71 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,867 $208K 0.05% new 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 2,826 $205K 0.05% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,497 $181K <0.01% -707 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/ 2,444 $177K <0.01% new 13F-HR/A Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,355 $172K 0.06% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,059 $149K <0.01% -35 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,541 $112K <0.01% +340 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,393 $101K <0.01% -93 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,228 $89.1K <0.01% +1,018 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,140 $82.7K <0.01% +401 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,082 $78.5K 0.01% new 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 869 $63.1K 0.06% +35 13F-HR/A Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 762 $55.3K 0.04% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 73 $53.4K <0.01% -663 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 679 $49.3K <0.01% 0 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 506 $36.7K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 501 $36.4K <0.01% -3,353 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 491 $35.6K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 455 $33K 0.02% +24 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 445 $32.3K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 341 $24.7K <0.01% new 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 333 $24.2K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 325 $23.6K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 307 $22.3K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 266 $19K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 227 $16.5K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 162 $11.8K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 136 $9.87K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 81 $5.85K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 80 $5.81K <0.01% 0 13F-HR/A Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 60 $4.36K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 29 $2.08K <0.01% 0 13F-HR Timeline