FMR LLC in group FMR LLC More: the full row for FMR LLC 1,925,489 $185M 0.01% +104,036 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,080,808 $104M 4.58% +168,909 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,014,302 $97.2M 0.03% +417,213 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 891,772 $85.4M 0.22% -48,161 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 516,318 $49.5M 0.01% -27,484 13F-HR/A Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 436,032 $41.8M 3.76% +4,672 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/ 423,799 $40.6M <0.01% +15,465 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 412,233 $39.5M 0.01% +220,793 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 394,310 $37.8M <0.01% +56,875 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 343,728 $32.9M 0.6% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 284,605 $27.2M <0.01% +6,092 13F-HR/A Timeline Group KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 282,777 $27.1M 6.81% +7,958 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 231,339 $22.2M 9.07% -70 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 193,122 $18.5M 1.04% +15,083 13F-HR/A Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 176,020 $16.9M 0.66% +96,291 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 166,274 $15.9M 0.03% +130,095 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 163,216 $15.6M <0.01% +6,714 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 158,558 $15.2M 0.02% +131,327 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 142,202 $13.6M 0.13% +24,844 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 136,275 $13.1M 0.01% -3,440 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 122,359 $11.7M 0.13% +67,005 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 114,227 $10.9M 0.01% +99,202 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 109,158 $10.5M <0.01% -10,420 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 105,698 $10.1M 0.02% -87,038 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 89,424 $8.57M 0.38% +20,965 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 85,941 $8.23M 0.28% new 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 80,743 $7.74M 3.98% +35,795 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 79,785 $7.64M 0.06% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 75,552 $7.24M 2.3% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 70,446 $6.75M 0.27% +2,474 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 70,161 $6.72M 0.21% +2,308 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 68,264 $6.54M <0.01% +12,673 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 66,815 $6.4M 3.16% +4,170 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 63,217 $6.06M 0.78% +3,489 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 54,772 $5.25M <0.01% +12,048 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 54,012 $5.18M 0.01% +6,367 13F-HR Timeline Group Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 53,867 $5.16M 2.74% -1,056 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 53,040 $5.08M 0.29% +3,930 13F-HR Timeline Group Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 49,576 $4.75M 1.47% +32,716 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 47,985 $4.6M 0.84% +4,921 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 46,350 $4.43M 3.89% +3,710 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 43,493 $4.17M 1.59% -2,180 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 42,764 $4.1M 0.08% +10,594 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 36,997 $3.55M <0.01% -4,783 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 35,292 $3.38M 0.08% +3,661 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 30,609 $2.93M 0.01% +3,367 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 29,679 $2.84M 0.53% +3,090 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 29,017 $2.78M 1.41% +458 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 26,912 $2.58M 0.68% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 26,303 $2.52M <0.01% -895 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 25,814 $2.47M 0.48% +3,765 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,721 $2.36M 0.02% +4,834 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,383 $2.33M <0.01% +3,451 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 24,270 $2.33M 0.08% +7,762 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 22,347 $2.14M 0.02% +13,549 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,257 $2.13M 0.01% +8,918 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 21,633 $2.07M 0.01% +17,455 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 21,103 $2.02M 0.01% +1,114 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 20,097 $1.93M <0.01% new 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 20,009 $1.92M 0.33% +164 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,332 $1.85M 0.04% +2,739 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 19,269 $1.85M 0.11% -762 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 18,130 $1.74M 0.9% +3,380 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 17,374 $1.66M 0.11% +548 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,315 $1.66M <0.01% +5,679 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 16,944 $1.62M 0.2% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,746 $1.6M 0.01% +825 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 16,734 $1.6M 0.33% -904 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,478 $1.58M 0.03% +7,777 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 16,326 $1.56M <0.01% +12,076 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 14,321 $1.37M 0.26% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,040 $1.35M <0.01% +6,661 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 14,028 $1.34M 0.02% +1,223 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 13,845 $1.33M 0.04% -304 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,800 $1.32M 0.05% new 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 13,448 $1.29M 1.02% -3,362 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 13,250 $1.27M 0.19% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,082 $1.25M 0.04% +4,870 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 12,955 $1.24M 0.56% +114 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,936 $1.24M <0.01% -1,287 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,889 $1.24M 0.01% new 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 12,770 $1.22M 1.58% +382 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,030 $1.15M 0.04% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,986 $1.15M 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,682 $1.12M 0.03% +139 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,391 $1.09M 0.01% +283 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,886 $1.04M <0.01% +1,406 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,685 $1.02M <0.01% +2,376 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 10,457 $1M 0.12% -1,430 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 10,432 $1000K 0.12% -277 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 10,291 $986K 0.31% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 10,220 $979K 0.24% -693 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,853 $944K 0.04% +3,335 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 9,769 $936K 0.27% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 9,505 $911K 0.23% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,475 $908K 0.03% -12,588 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,428 $903K 0.02% +214 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,989 $861K 0.01% -539 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,366 $802K <0.01% -107 13F-HR Timeline Group Fulcrum Equity Management More: the full row for Fulcrum Equity Management 8,362 $801K 0.78% new 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 7,780 $745K 0.37% +4 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,693 $737K 0.19% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,184 $688K <0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,007 $671K 0.03% -16,664 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,668 $639K <0.01% new 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,363 $610K 0.25% +668 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,125 $587K 0.01% 0 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 5,884 $564K 0.2% -194 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,763 $552K <0.01% new 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,716 $547K +148 Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,590 $536K 0.01% -2,772 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 5,520 $529K 0.23% -1,104 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,437 $521K 0.02% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,038 $483K 0.04% -787 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 4,995 $479K 0.14% +1,010 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,851 $463K 0.04% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,755 $456K 0.03% -1,106 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,750 $455K 0.01% +329 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4,692 $450K 0.02% -16 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,573 $438K 0.28% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,486 $430K 0.05% -1,082 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 4,448 $426K 0.05% +2,000 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,413 $423K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,415 $421K <0.01% +55 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,383 $420K 0.02% -2,044 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,376 $419K 0.02% +539 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,359 $418K <0.01% -617 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 4,358 $418K 0.43% -28 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 4,220 $404K -16,386 Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,049 $388K 0.37% +515 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,992 $383K 0.13% new 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,757 $360K 0.12% +50 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,732 $358K <0.01% +198 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3,693 $354K 0.1% 0 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,669 $352K 0.01% -115 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,636 $348K <0.01% +1,340 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,532 $338K 0.04% -1,525 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,478 $333K 0.11% +1,209 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,121 $299K 0.1% new 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,101 $297K 0.3% -176 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,017 $289K 0.01% new 13F-HR Timeline Group Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 3,027 $289K 0.12% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,007 $288K 0.01% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,988 $286K <0.01% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,917 $280K <0.01% new 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,841 $272K 0.03% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 2,760 $264K 0.11% -335 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,743 $263K 0.05% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,721 $261K 0.01% +1,067 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,684 $257K 0.01% +2,177 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,645 $253K 0.04% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,432 $233K 0.01% +37 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,350 $225K <0.01% +1,699 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,342 $224K <0.01% +220 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,308 $221K <0.01% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,241 $215K 0.03% -648 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,205 $211K 0.07% -1,534 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,213 $211K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,197 $211K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,196 $210K <0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,101 $201K 0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,075 $199K 0.31% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,176 $113K <0.01% +22 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 981 $93.9K 0.05% +61 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 839 $80.5K <0.01% +461 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 811 $77.7K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 615 $58.9K 0.05% +22 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 527 $50.5K <0.01% 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/ 500 $47.9K <0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 415 $39.8K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 389 $37.3K <0.01% -115 13F-HR/A Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 351 $33.6K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 349 $33.3K <0.01% +318 13F-HR Timeline Lloyd Advisory Services, LLC. 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