ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,268,424 $370M -427,697 Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 4,814,000 $338M 1.98% 0 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,212,983 $85.1M 0.02% -10,612 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 747,231 $50.9M <0.01% -38,739 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 433,587 $30.4M 0.24% -38,084 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 292,289 $20.5M 0.02% -29,075 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 254,071 $17.8M 0.05% -14,114 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 203,969 $14.3M 0.04% -49,059 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 143,523 $10.1M 0.02% -12,389 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 132,206 $9.27M 1.15% -9,748 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 121,482 $8.52M 0.41% +23,873 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 118,000 $8.28M 0.02% -6,131 13F-HR Timeline Group Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 112,896 $7.92M 6.55% +11,510 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 113,652 $7.87M 0.01% -14,883 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 95,488 $6.7M <0.01% +5,220 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 82,786 $5.81M 0.08% +1,975 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 82,480 $5.78M 2.43% +66,352 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 64,578 $4.94M 0.68% -5,055 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 70,347 $4.93M 0.05% -4,180 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 68,707 $4.82M 0.17% -5,183 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 66,243 $4.65M 0.03% -6,814 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 61,611 $4.56M 0.03% -6,750 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 61,495 $4.31M 0.02% -401 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 60,901 $4.27M 0.03% +27,582 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 60,786 $4.26M 0.01% +28,801 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 56,947 $3.99M 0.54% -6,211 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 55,949 $3.92M 0.01% -7,806 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 55,006 $3.86M <0.01% -2,305 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 53,501 $3.75M 0.07% -374 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 52,994 $3.72M 0.03% +8,771 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 52,689 $3.7M <0.01% +41,656 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 52,549 $3.69M 0.02% +347 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 47,049 $3.3M 0.1% -4,114 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 46,868 $3.29M 0.03% -3,622 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 45,036 $3.16M 0.06% +4,030 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 44,410 $3.11M 2.59% -2,989 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 40,602 $2.85M <0.01% -4,469 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 40,507 $2.84M 0.01% +4,314 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 37,400 $2.62M 0.09% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 35,041 $2.46M <0.01% -6,635 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 31,025 $2.17M 0.67% -2,013 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 30,216 $2.14M 0.02% +3,454 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 29,847 $2.09M 0.08% +20,030 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 29,124 $2.04M 0.35% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 28,336 $1.99M 0.03% -1,783 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 27,196 $1.91M -1,187 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 26,779 $1.88M 0.02% +6,391 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 23,997 $1.68M 0.03% -2,646 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 23,677 $1.66M 0.01% -702 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 23,145 $1.62M 0.02% +7,041 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 22,972 $1.61M 0.03% -1,241 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 22,908 $1.61M <0.01% -2,333 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 22,747 $1.6M <0.01% +429 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 22,545 $1.58M 0.04% -334 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,222 $1.56M 0.01% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 21,975 $1.54M 0.09% -2,515 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 20,363 $1.43M 0.14% -2,117 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,677 $1.38M 0.03% -1,110 13F-HR Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 17,960 $1.26M 0.44% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 16,086 $1.23M 0.54% -1,285 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 17,307 $1.21M 0.03% +10,864 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 16,333 $1.15M 0.59% -1,578 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 14,892 $1.13M -4,607 Timeline Keystone Financial Services More: the full row for Keystone Financial Services 15,650 $1.1M 0.32% -1,954 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 15,296 $1.07M 0.06% +7,366 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,182 $1.06M 0.01% -231 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 15,153 $1.06M 0.42% -1,535 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 14,884 $1.04M 0.28% +201 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 14,154 $993K 0.23% 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,135 $991K <0.01% -842 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 13,867 $973K 0.11% -1,015 13F-HR Timeline EQ LLC More: the full row for EQ LLC 13,700 $961K 0.27% +1,407 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,435 $942K 0.03% -1,082 13F-HR/A Timeline Group THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 13,078 $917K 0.32% -1,148 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 13,056 $916K 0.45% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,558 $886K 0.03% +232 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10,509 $811K 0.11% +10,359 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 11,411 $807K 0.7% -1 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 11,089 $778K 0.23% +1,038 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 10,729 $753K 0.05% -30 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,574 $742K 0.03% +8 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,516 $737K <0.01% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 10,066 $706K 0.14% +57 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 9,404 $660K 0.15% -41 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 9,306 $653K 0.68% -1,238 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 9,257 $649K 0.76% new 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 9,077 $637K 0.43% -625 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,074 $636K 0.04% -731 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 8,784 $616K 0.06% +584 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,031 $612K 0.02% -173 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,654 $612K 0.05% -333 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,707 $611K 0.02% -839 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,720 $610K 0.06% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 8,413 $590K 0.29% -489 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 8,314 $583K 0.03% +844 13F-HR Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 8,215 $576K 0.52% 0 13F-HR/A Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 8,186 $574K +800 Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 7,986 $560K 0.21% +164 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,985 $560K 0.08% +937 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,843 $550K <0.01% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,175 $548K 0.04% -267 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 7,657 $537K 0.22% -39 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,350 $516K 0.01% -652 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,167 $503K 0.16% -321 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,144 $501K 0.08% -3,149 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,853 $481K 0.02% -700 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 6,453 $453K 0.02% -1,017 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 6,190 $434K 0.35% -759 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,646 $434K 0.03% -466 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 6,149 $431K 0.12% +1,766 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,149 $431K 0.01% +2,220 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,099 $428K 0.01% +1,065 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,069 $426K 0.03% -600 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,051 $424K 0.1% -32 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,680 $398K <0.01% -7,280 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,642 $396K <0.01% -1,886 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,448 $382K <0.01% +2 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,448 $382K 0.03% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 5,430 $381K 0.24% -361 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 5,224 $366K 0.23% -1,416 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,178 $363K 0.01% +1,047 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,177 $363K 0.01% +344 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,168 $362K 0.01% -148 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 5,128 $360K 0.04% +43 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,063 $355K 0.07% +463 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,043 $354K 0.12% -407 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,929 $346K 0.02% +44 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,722 $331K 0.01% -486 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,672 $328K 0.28% -46 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 4,524 $317K 0.1% -339 13F-HR Timeline GTS FINANCIAL, LLC More: the full row for GTS FINANCIAL, LLC 5,178 $314K 0.25% 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,431 $311K 0.05% -258 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 4,230 $297K 0.28% -367 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,147 $291K 0.1% -413 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,145 $291K 0.07% +14 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 4,132 $290K 0.28% 0 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 3,986 $280K 0.17% -486 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,974 $279K 0.01% 0 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,959 $278K 0.28% -338 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,926 $275K 0.08% -287 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,847 $270K -319 Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,738 $262K 0.02% +366 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,713 $260K 0.01% +69 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,687 $259K 0.03% +148 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,684 $258K 0.16% -138 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,683 $258K 0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,678 $258K 0.01% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,609 $253K <0.01% -1,959 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,551 $249K 0.01% -396 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,391 $241K 0.08% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,412 $239K 0.03% -66 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,369 $238K 0.05% +1,014 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,243 $227K 0.04% -15 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,188 $224K <0.01% new 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,087 $217K 0.04% -49 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 3,012 $211K 0.12% +175 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,950 $207K 0.05% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 2,931 $206K 0.03% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,916 $205K 0.06% -194 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,880 $202K 0.01% -240 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,280 $160K 0.02% +1,803 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,265 $159K <0.01% +910 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,225 $156K 0.01% +567 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,916 $134K <0.01% -136 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,720 $121K 0.09% +34 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,312 $92K 0.09% 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. 1,294 $90.8K <0.01% -23 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 970 $68K <0.01% new 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 896 $62.8K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 762 $53.4K 0.04% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 739 $51.8K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 736 $51.6K <0.01% +662 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 536 $37.6K <0.01% +456 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 467 $32.8K <0.01% -34 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 445 $31.2K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 416 $29.2K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 405 $28.4K 0.01% -24 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 403 $28.3K <0.01% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 382 $26.8K 0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 362 $25.4K <0.01% 0 13F-HR/A Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 333 $23.4K 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 $22.8K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 321 $22.5K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 307 $21.5K <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 $15.9K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 162 $11.4K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 155 $10.9K 0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 60 $4.21K <0.01% -9 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 48 $3.37K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 38 $2.67K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 16 $1.12K <0.01% -13 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 14 $982 <0.01% 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1 $39 <0.01% 0 13F-HR Timeline