LPL Financial LLC More: the full row for LPL Financial LLC 21,699,028 $939M 0.21% +1,632,049 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 14,858,722 $643M 0.13% -209,892 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,054,701 $305M 0.02% +850,152 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,877,632 $254M 0.07% +209,710 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,246,488 $227M 0.01% -401,248 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,818,174 $165M +137,920 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,608,748 $156M 0.2% +350,326 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,279,198 $142M 0.17% +241,819 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,879,237 $125M 0.02% +410,804 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,411,318 $104M 1.44% +90,999 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,339,266 $101M 3.47% +52,602 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,681,628 $72.8M 1.47% +980,386 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,675,097 $72.5M 5.31% +12,124 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,478,365 $64M 0.06% +45,876 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,252,310 $54.2M 9.13% +92,006 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,202,547 $52M 5.97% +664,364 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,132,868 $49M 1.2% +160,602 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,118,264 $48.4M 0.01% -55,101 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,050,976 $45.2M <0.01% +155,421 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 1,008,482 $43.6M 7.05% -25,286 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,000,912 $42.8M 0.02% +126,884 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 866,608 $37.5M +15,420 Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 856,938 $37.1M 10.56% +27,822 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 812,796 $35.2M +22,342 Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 791,168 $34.2M 2.95% -20,500 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 765,762 $33.1M 3.3% -96,522 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 707,539 $30.6M 14.57% +41,753 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 635,710 $27.5M 2.35% +148,675 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 595,285 $25.8M 0.05% +117,445 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 533,754 $23.1M 0.87% +2,843 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 532,297 $23M 0.73% +76,664 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 511,314 $22.1M 10.93% +5,226 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 493,262 $21.3M 4.37% +32,456 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 468,514 $20.8M 2.58% +131,469 13F-HR Timeline SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 478,020 $20.7M 1.06% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 467,530 $20.2M 0.79% -2,687 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 436,199 $18.9M 1.13% +6,273 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 391,776 $17M 0.84% -30,425 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 353,993 $15.3M 0.01% +6,776 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 347,443 $15M 1.49% +9,455 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 340,472 $14.7M 0.03% +33,981 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 272,045 $11.8M 0.01% +28,811 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 259,027 $11.2M 0.48% +15,450 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 248,398 $10.8M 0.95% +3,084 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 237,568 $10.3M <0.01% +47,035 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 236,456 $10.2M 1.71% +26,002 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 225,697 $9.77M 2.49% +18,008 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 223,944 $9.69M 0.05% +41,638 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 213,304 $9.23M 0.34% +23,648 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 197,881 $8.56M 2.08% +23,107 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 195,435 $8.46M 0.08% +3,033 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 192,408 $8.33M 3.25% +1,896 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 180,123 $7.8M 1.44% +52,017 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 176,423 $7.64M 0.03% -32 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 171,662 $7.43M 4.05% +26,313 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 187,686 $7.32M 0.12% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 146,366 $6.33M 0.03% +4,129 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 144,257 $6.24M 0.01% +19,104 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 144,210 $6.24M +18,174 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 139,883 $6.22M 0.01% -204,845 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 138,485 $5.99M 0.2% +1,679 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 133,069 $5.76M 1.65% -6,670 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 121,010 $5.39M 0.4% +8,391 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 120,862 $5.23M 2.37% 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 118,445 $5.13M 2.4% +6,699 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 114,939 $4.97M 1.74% +144 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 108,521 $4.7M 1.02% +3,819 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 94,482 $4.09M 0.83% -1,367 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 93,399 $4.04M 0.02% +12,688 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 93,151 $4.03M 2.34% +8,312 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 90,471 $3.92M 0.02% +4,594 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 81,616 $3.53M 0.2% +8,402 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 81,137 $3.51M 0.21% -2,568 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 75,425 $3.26M 0.26% +1,861 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 71,221 $3.08M 0.04% +7,415 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 64,320 $2.78M 0.35% -201 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 60,917 $2.72M 0.57% +1,424 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 60,901 $2.64M 0.07% +10,529 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 58,030 $2.51M 0.29% +55,973 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 57,233 $2.48M 0.65% -9,580 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 55,371 $2.4M 1.82% -313 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 53,520 $2.32M 0.86% +5,595 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 51,804 $2.24M <0.01% -44 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 51,595 $2.23M 0.11% +4,640 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 51,466 $2.23M 0.04% +51,352 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 51,260 $2.22M 0.69% +694 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 50,729 $2.2M 0.13% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 45,617 $1.97M 0.02% +12,506 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 44,842 $1.94M <0.01% +8,010 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 44,327 $1.92M 0.55% +3,167 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 39,750 $1.72M 0.01% +33,198 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 35,103 $1.52M 0.73% -1,363 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 33,307 $1.44M 0.52% +1,400 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 32,073 $1.39M <0.01% +18,440 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 30,177 $1.31M 0.48% +2,639 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 28,974 $1.25M 0.11% -17,605 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 28,888 $1.25M 0.05% +4,225 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 28,433 $1.23M <0.01% -21,176 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 27,031 $1.17M <0.01% +864 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 24,574 $1.06M 0.54% +849 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,782 $1.03M 0.01% +23,630 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 22,983 $995K 0.32% -1,499 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 22,978 $994K 0.64% +647 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 22,263 $964K 0.28% +384 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,791 $900K 0.01% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 20,455 $885K 0.19% +351 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 20,416 $884K 0.08% -2,244 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 19,415 $840K 0.23% +200 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 18,294 $792K 0.28% -2,002 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 16,906 $732K 0.19% +2,212 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,529 $715K 0.03% +1,730 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,095 $697K <0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,409 $667K 0.02% +518 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 15,083 $653K 0.21% -53,552 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,973 $648K 0.01% +5,158 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 14,839 $642K 0.58% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 14,704 $636K 0.06% -8,824 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,576 $631K 0.04% +4,955 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,490 $627K <0.01% +2,174 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,410 $624K 0.01% -307 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13,768 $596K 0.19% +3,132 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,672 $592K 0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 13,362 $578K <0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,333 $577K <0.01% 0 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 13,150 $569K 0.22% -7,550 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 13,108 $567K 0.34% +302 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 13,085 $566K <0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,006 $563K <0.01% +1,753 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,564 $501K <0.01% -373 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,263 $487K 0.02% +2,625 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,388 $450K 0.1% -589 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 10,203 $442K 0.53% +1,794 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,141 $439K 0.03% new 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 10,101 $437K 0.38% -9,920 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,329 $404K 0.02% +760 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 8,708 $377K 0.1% -638 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 8,547 $370K <0.01% +845 13F-HR Timeline Group Regatta Research & Money Management More: the full row for Regatta Research & Money Management 8,443 $365K 0.35% 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 8,208 $355K 0.24% -8,637 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,144 $352K <0.01% -40,039 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,971 $345K <0.01% -24 13F-HR Timeline Group Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 7,943 $344K 0.21% +214 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,730 $335K 0.03% -54 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,670 $332K <0.01% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 7,519 $325K <0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,010 $303K <0.01% new 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 6,563 $284K 0.16% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,417 $278K <0.01% 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 6,251 $271K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,041 $261K <0.01% +809 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,952 $258K <0.01% -1,351 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 5,759 $249K 0.11% -250 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 5,273 $228K 0.07% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 5,000 $216K 0.05% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 4,959 $215K 0.13% -1,073 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,916 $213K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,911 $213K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,909 $212K <0.01% -1,894 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 4,665 $202K 0.07% new 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 3,773 $163K 0.06% -1,720 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,463 $107K 0.06% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,935 $83.7K <0.01% +1,015 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,719 $74.4K 0.01% +235 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,443 $62.7K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,429 $61.8K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,417 $61.3K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,125 $48.7K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,018 $44K 0.02% +1 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 893 $38.6K <0.01% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 758 $32.8K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 649 $28.1K 0.01% 0 13F-HR/A Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 333 $14.4K <0.01% +1 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 313 $13.5K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 276 $11.9K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 224 $9.7K <0.01% +107 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 208 $9.01K <0.01% -129 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 106 $4.59K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 102 $4.42K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 64 $2.77K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 0 $2.21K <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 30 $1.31K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 5 $217 <0.01% 0 13F-HR Timeline