CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,582,105 $119M 0.31% +496,894 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,671,821 $95.5M <0.01% -69,134 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 2,954,335 $76.8M -97,567 Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,152,717 $30M 3.94% +103,946 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,048,521 $27.3M 0.39% -12,107 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 888,426 $23.1M 1.12% -297,244 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 825,939 $21.5M 0.03% -10,181 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 749,958 $19.5M 0.01% +30,877 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 749,586 $19.5M 3% +33,997 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/ 693,510 $18M <0.01% -120,981 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 444,825 $11.6M <0.01% +95,484 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 409,420 $10.6M <0.01% -4,986 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 387,984 $10.1M <0.01% -155,880 13F-HR Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 346,671 $9.02M 1.7% +839 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 336,737 $8.76M <0.01% +3,724 13F-HR/A Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 299,225 $7.78M 0.34% +153,099 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 298,038 $7.75M 0.04% +152,531 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 285,808 $7.43M 1.26% +4,602 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 228,137 $5.93M 1.56% -7,017 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 215,794 $5.61M 0.15% +186,541 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. 207,355 $5.39M 0.1% -5,368 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 189,325 $4.92M 0.24% -2,467 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 184,065 $4.79M 0.01% +18,622 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 164,957 $4.29M <0.01% -7,590 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 164,026 $4.27M 0.28% +2,226 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 158,466 $4.12M 0.13% -8,079 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 139,802 $3.64M +53,110 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 128,641 $3.35M <0.01% +1,680 13F-HR Timeline Group Verde Capital Management More: the full row for Verde Capital Management 127,430 $3.31M 0.71% +6,606 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 120,897 $3.14M 0.19% -1,940 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 119,066 $3.1M <0.01% +47,770 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 115,261 $3M <0.01% +3,896 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 114,850 $2.99M 1.49% +6,455 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 107,253 $2.79M 1.1% +4,963 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 85,979 $2.24M <0.01% +54,088 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 83,842 $2.18M 0.2% -5,916 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 83,691 $2.18M <0.01% -5,602 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 80,524 $2.09M 0.03% +21,701 13F-HR Timeline 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 75,691 $1.97M 0.08% +333 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 75,321 $1.96M 0.21% +7,014 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 74,110 $1.93M 0.18% +2,769 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 72,051 $1.87M 0.48% +1,559 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 67,620 $1.76M 0.1% +8,137 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 61,737 $1.62M 0.11% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 61,669 $1.61M 0.05% +5,723 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 60,121 $1.56M 0.75% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 59,911 $1.56M <0.01% +30,159 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 58,603 $1.52M 0.11% -18,739 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 58,579 $1.52M 0.04% -3,064 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 57,136 $1.49M <0.01% +8,772 13F-HR Timeline Group CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 56,780 $1.48M 0.19% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 50,301 $1.31M <0.01% new 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 49,667 $1.29M +36,415 Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 47,792 $1.24M 0.01% new 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 42,907 $1.12M 0.03% +1,423 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 42,669 $1.11M <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 41,792 $1.09M <0.01% -1,967 13F-HR Timeline Group City State Bank More: the full row for City State Bank 41,765 $1.09M 0.28% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 41,156 $1.07M 0.23% -2,947 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 40,253 $1.05M 0.02% -59,626 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 40,108 $1.04M 0.28% -344 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 39,756 $1.03M <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 38,415 $999K <0.01% -3,195 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 37,982 $988K <0.01% -12 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 36,936 $961K 0.02% -850 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 36,917 $960K 0.21% -373 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 36,574 $951K <0.01% -8,997 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 35,184 $915K 0.02% -163 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 34,636 $901K 0.09% -8,158 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 34,126 $888K <0.01% +711 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 33,116 $861K 0.44% -533 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 30,998 $806K <0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 30,373 $790K <0.01% +8,540 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 30,329 $789K 0.01% -148 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 28,565 $743K 0.66% -595 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 28,014 $727K <0.01% -791 13F-HR Timeline Group Auour Investments LLC More: the full row for Auour Investments LLC 26,748 $696K 0.22% +701 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 24,962 $649K 0.18% -215 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 24,951 $649K +3,556 Timeline KWB Wealth More: the full row for KWB Wealth 24,101 $625K 0.06% -602 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 23,577 $613K 0.02% -488 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 23,526 $612K <0.01% +2,055 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 $607K 0.02% -11,616 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 22,630 $589K 0.21% -1,705 13F-HR/A Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 22,466 $584K 0.07% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 18,993 $492K 0.4% +690 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 18,081 $469K 0.01% 0 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 17,864 $465K 0.37% +9,024 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 17,393 $452K <0.01% +662 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,663 $433K <0.01% -2,849 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,434 $401K <0.01% -3,103 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,367 $400K <0.01% +1,090 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,145 $394K <0.01% -3,188 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 15,092 $393K 0.01% +6,508 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,592 $380K <0.01% -3,096 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 13,829 $360K 0.15% 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 13,538 $352K <0.01% new 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 13,301 $346K 0.18% +267 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 12,835 $334K 0.09% -666 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 12,529 $329K 0.05% +1,596 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 12,435 $323K 0.02% -225 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,345 $321K <0.01% -532 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 12,077 $314K 0.01% -7,430 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 12,018 $313K 0.03% -107 13F-HR/A Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,888 $309K <0.01% +2,290 13F-HR Timeline Group LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 11,700 $304K 0.14% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 10,745 $279K 0.06% +623 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 10,488 $273K 0.08% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,945 $259K 0.02% -465 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 9,829 $256K 0.01% new 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 9,814 $255K 0.1% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,685 $252K <0.01% 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 $248K <0.01% 0 13F-HR Timeline Group Range Advisory, LLC More: the full row for Range Advisory, LLC 9,324 $243K 0.04% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 9,297 $242K 0.18% -508 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,190 $239K <0.01% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,951 $233K 0.05% -284 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,846 $230K 0.02% -118 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,636 $225K 0.01% -2,313 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,136 $212K 0.04% +40 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,075 $210K 0.01% +69 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 7,985 $208K 0.11% -1,220 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,939 $207K 0.02% +504 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 7,826 $204K 0.05% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,757 $202K 0.01% -721 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,698 $199K <0.01% -8,496 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,621 $146K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,389 $140K 0.02% -1,460 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,240 $136K 0.05% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,235 $136K +5,112 Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,022 $131K 0.01% +1,985 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4,975 $129K 0.1% -1,360 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,974 $129K <0.01% -3,172 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,213 $109K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,118 $107K <0.01% 0 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 $105K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,944 $103K <0.01% -1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,598 $93.6K <0.01% -264 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,523 $91.7K <0.01% -188 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,517 $91.5K <0.01% +1,466 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,369 $87.6K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,102 $80.7K <0.01% -55,776 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,991 $77.8K <0.01% -78 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 2,754 $71.6K 0.03% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,672 $69.5K <0.01% new 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 2,536 $66K 0.03% -198 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,504 $65.9K 0.03% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 2,277 $59.2K 0.02% +4 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,994 $51.9K 0.01% +1 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,941 $50.5K <0.01% -666 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,873 $48.7K <0.01% -240 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,649 $42.9K 0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,609 $41.9K 0.01% -93 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 $41.6K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,375 $35.8K 0.01% -2,722 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,372 $35.7K <0.01% +718 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,093 $28.4K <0.01% -824 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 952 $24.8K <0.01% +18 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 859 $22.3K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 850 $22.1K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 721 $18.7K <0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 700 $18.2K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 652 $17K <0.01% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 599 $16K 0.01% +9 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 608 $15.8K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 520 $13.5K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 457 $11.9K <0.01% -190 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 381 $9.9K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 350 $9.1K 0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 324 $8.43K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 311 $8.09K <0.01% 0 13F-HR/A Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 312 $8.07K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 310 $8.06K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 300 $7.8K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 249 $6.48K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 245 $6.37K <0.01% 0 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 242 $6.29K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 239 $6.22K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 235 $6.16K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 199 $5.18K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 192 $4.99K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 170 $4.42K <0.01% -376 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 131 $3.41K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 104 $2.71K <0.01% -14 13F-HR Timeline Group Sunbelt Securities, Inc. 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