STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,869,418 $99.4M <0.01% +197,597 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 2,850,897 $73.2M -103,438 Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,668,236 $42.8M 1.91% +779,810 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,228,789 $31.6M 3.59% +76,072 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,041,207 $26.7M 0.34% -7,314 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 848,847 $21.8M <0.01% +98,889 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 830,222 $21.3M 0.03% +4,283 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 808,835 $20.8M 2.75% +59,249 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/ 698,096 $17.9M <0.01% +4,586 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 426,017 $10.9M 0.64% +261,991 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 421,149 $10.8M <0.01% +33,165 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 391,911 $10.1M <0.01% -17,509 13F-HR Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 371,944 $9.55M 1.58% +25,273 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 346,590 $8.9M 0.31% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 322,186 $8.27M 0.04% +24,148 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 316,529 $8.13M 1.18% +30,721 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 310,719 $7.98M 0.31% +11,494 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 284,279 $7.3M <0.01% -52,458 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 269,522 $6.92M <0.01% -175,303 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 217,545 $5.59M 0.01% +33,480 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 206,789 $5.31M 1.22% -21,348 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 200,387 $5.15M 0.08% -6,968 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 186,544 $4.79M 0.21% -2,781 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 168,079 $4.32M <0.01% +3,122 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 162,020 $4.16M <0.01% +33,379 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 158,108 $4.06M 0.51% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 151,060 $3.88M +137,522 Timeline TIAA group of 2 filers holding More: the full row for TIAA 134,295 $3.45M -5,507 Timeline Verde Capital Management More: the full row for Verde Capital Management 129,584 $3.33M 0.62% +2,154 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 127,494 $3.27M 0.15% +6,597 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 120,853 $3.1M 1.35% +6,003 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 119,786 $3.08M <0.01% +4,525 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 109,654 $2.82M 1.04% +2,401 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 104,031 $2.68M <0.01% -15,035 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 100,268 $2.51M 1.02% +40,147 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 98,664 $2.51M 0.17% +36,927 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 92,292 $2.37M 0.02% +11,768 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 85,227 $2.19M 0.18% +1,385 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 80,173 $2.06M 0.17% +6,063 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 79,400 $2.04M 0.2% +4,079 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 78,926 $2.03M 0.1% +11,306 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 78,462 $2.01M <0.01% -5,229 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 74,656 $1.92M 0.07% -1,035 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 71,130 $1.83M 0.43% -921 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 69,425 $1.78M <0.01% +9,514 13F-HR/A Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 68,315 $1.75M 0.05% +6,646 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 57,557 $1.48M 0.04% -1,022 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 56,780 $1.46M 0.17% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 56,381 $1.45M <0.01% -755 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 50,333 $1.29M <0.01% +8,541 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 49,751 $1.28M +84 Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 44,608 $1.15M 0.09% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 43,891 $1.13M 0.02% +3,638 13F-HR Timeline Group City State Bank More: the full row for City State Bank 41,965 $1.08M 0.25% +200 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 41,273 $1.06M 0.02% -1,634 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 39,795 $1.02M <0.01% +1,380 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 38,516 $989K 0.02% +1,580 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 38,384 $984K <0.01% +402 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 38,228 $982K <0.01% -47,751 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 38,225 $982K <0.01% +4,099 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 37,849 $972K 0.17% -3,307 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 35,976 $924K 0.19% -941 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 34,999 $899K <0.01% -1,575 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 34,641 $890K 0.02% -543 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 34,608 $889K 0.01% +6,594 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,479 $885K <0.01% -8,190 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 30,998 $796K <0.01% 0 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 30,245 $777K 0.01% -84 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 29,036 $746K 0.6% +471 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 28,335 $728K <0.01% -2,038 13F-HR Timeline Group Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 27,817 $714K 0.35% -5,299 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 27,470 $705K 0.05% -31,133 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 27,417 $704K 0.2% +669 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 26,121 $670K <0.01% -13,635 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 24,881 $639K 0.06% -9,755 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 24,812 $637K 0.02% +1,235 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 24,766 $636K -185 Timeline KWB Wealth More: the full row for KWB Wealth 24,674 $634K 0.05% +573 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 24,008 $621K <0.01% +11,663 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 23,602 $606K <0.01% +76 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 23,322 $599K 0.02% 0 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 22,466 $577K 0.06% 0 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 21,424 $550K 0.23% +3,560 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,213 $519K <0.01% +3,550 13F-HR/A Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 19,291 $495K 0.12% -5,671 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 18,968 $487K 0.34% -25 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 18,720 $481K <0.01% +1,327 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,768 $456K <0.01% +3,176 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,754 $405K <0.01% +320 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,670 $402K <0.01% +525 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,536 $373K <0.01% -3,545 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,660 $372K <0.01% -707 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 12,837 $330K 0.08% +2 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 12,329 $317K 0.01% -146,137 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 12,456 $315K 0.05% -73 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 12,262 $315K 0.15% -1,039 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 12,191 $313K 0.12% -1,638 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 12,018 $309K 0.03% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 11,904 $306K 0.06% +1,159 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 11,700 $300K 0.12% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 10,330 $265K 0.07% -158 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 10,283 $264K 0.01% -2,152 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 10,130 $260K <0.01% -1,758 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 9,945 $255K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,894 $254K <0.01% 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 9,829 $252K 0.01% 0 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 9,814 $252K 0.09% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 9,548 $245K <0.01% 0 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 9,297 $239K 0.17% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,190 $236K <0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,848 $227K 0.01% +2 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,786 $226K 0.04% -165 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,263 $212K 0.03% +127 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,075 $207K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,929 $204K 0.02% -10 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 7,886 $203K 0.09% -99 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 7,826 $201K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,435 $191K 0.01% -1,201 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,949 $178K <0.01% -749 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,975 $153K <0.01% +2,458 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,783 $149K <0.01% -6,294 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,621 $144K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,299 $136K 0.02% -90 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,240 $135K 0.04% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,022 $129K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,778 $123K <0.01% +1,787 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,552 $117K <0.01% -422 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4,445 $114K 0.08% -530 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,434 $114K <0.01% +4,402 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,213 $108K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,142 $106K <0.01% +24 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. 4,045 $104K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,015 $103K <0.01% +71 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,622 $93K <0.01% +24 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,523 $90.8K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,369 $86.5K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,791 $71.7K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,754 $70.7K 0.03% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 2,749 $70.6K 0.02% +472 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,672 $68.6K <0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 2,536 $65.1K 0.03% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,039 $52.4K 0.01% +45 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,960 $50.3K <0.01% +19 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,902 $48.9K 0.01% +527 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,617 $41.5K 0.01% +8 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,600 $41.1K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,278 $32.8K <0.01% -371 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 1,251 $32.1K 0.02% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,244 $31.9K <0.01% +1,140 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,093 $28.1K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 958 $24.6K <0.01% +6 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 850 $21.8K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 830 $21.3K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 830 $21.3K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 785 $20.2K <0.01% -2,317 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 700 $18K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 650 $17K 0.01% +51 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 660 $16.9K <0.01% +8 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 608 $15.6K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 576 $14.8K <0.01% -1,928 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 573 $14.7K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 501 $12.9K 0.01% +120 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 457 $11.7K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 424 $10.9K <0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 389 $9.99K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 346 $8.88K <0.01% +147 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 324 $8.32K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 319 $8.08K <0.01% +7 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 311 $7.99K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 310 $7.96K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 308 $7.91K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 300 $7.7K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 249 $6.39K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 242 $6.21K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 235 $6.04K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 192 $4.93K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 188 $4.83K <0.01% -57 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 170 $4.37K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 158 $4.06K <0.01% +107 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 123 $3.16K <0.01% -1,249 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 123 $3.16K -5,112 Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 101 $2.59K <0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 84 $2.16K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 84 $2.15K <0.01% +2 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 75 $1.93K <0.01% +1 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 72 $1.85K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 63 $1.62K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 47 $1.21K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 44 $1.13K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 42 $1.08K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 33 $847 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 24 $625 <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15 $385 <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 7 $180 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 3 $77 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $26 <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 0 $7 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.