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 748,601 $87.1M 0.02% -13,868 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 393,929 $45.8M 0.01% +88,281 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 239,747 $27.9M <0.01% +14,897 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 208,416 $24.2M 0.01% +80,344 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 180,525 $21M 0.29% +643 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 141,733 $16.5M 2% +170 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 133,583 $15.5M 0.03% -25 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/ 131,242 $15.3M <0.01% +11,767 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 127,971 $14.9M 5.02% +15,855 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 117,475 $13.7M 0.01% 13F-HR/A Timeline Group KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 84,806 $9.86M 5.94% 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 65,607 $7.63M 1.66% +348 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 58,645 $6.82M 5.29% +2,323 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 57,511 $6.69M 5.43% -2,786 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 54,814 $6.38M <0.01% +6,461 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 54,772 $6.37M 0.18% -17 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 50,000 $5.82M <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 47,094 $5.48M <0.01% +4,958 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 42,847 $4.98M -75,190 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 42,605 $4.96M <0.01% +2,589 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,342 $4.58M 0.01% +36,604 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 37,604 $4.38M <0.01% +2,689 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 34,935 $4.06M 1.05% -967 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 33,598 $3.91M 0.03% -424 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,076 $3.85M 0.01% +4,243 13F-HR/A Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 32,862 $3.82M 0.05% -170 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 31,285 $3.64M <0.01% +563 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 29,959 $3.48M 0.08% +3,542 13F-HR Timeline Group LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 28,430 $3.31M 2.16% +828 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 26,774 $3.11M 0.16% +15,752 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,255 $2.59M <0.01% new 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 21,732 $2.53M 0.22% +596 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 21,573 $2.51M <0.01% -9,687 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,462 $2.5M <0.01% +11,337 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 19,786 $2.3M 0.14% +34 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,120 $2.22M 0.02% +1,341 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 18,596 $2.16M 0.01% -463 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 17,859 $2.08M 0.01% -12,279 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 16,704 $1.94M 0.41% +39 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,694 $1.94M 0.01% +1,124 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,438 $1.91M <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 16,174 $1.88M -19,662 Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 15,785 $1.84M 0.36% +579 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 14,419 $1.68M 0.24% -42 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,715 $1.59M <0.01% -1,612 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,738 $1.36M <0.01% +2,204 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,424 $1.21M 0.18% +2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,411 $1.21M 0.1% +1,253 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,032 $1.17M <0.01% -185 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,975 $1.16M <0.01% -48 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,551 $1.11M <0.01% -480 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,195 $1.07M 0.01% +260 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 8,994 $1.05M 0.46% +162 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 8,949 $1.04M 0.27% -516 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,637 $1M 0.18% new 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 8,426 $980K 0.42% +436 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,670 $892K 0.11% -50 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,602 $884K 0.05% -2,370 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,546 $878K 0.15% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,449 $866K <0.01% -2,700 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 6,614 $769K 0.66% 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,595 $767K 0.46% -1,284 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,778 $672K 0.08% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,749 $669K 0.01% +113 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,645 $657K 0.01% -156 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 5,645 $657K 0.01% -156 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,476 $641K 0.09% 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 5,412 $629K 0.33% +4 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,034 $585K <0.01% +53 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 4,914 $572K <0.01% -46 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,697 $555K 0.01% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,706 $547K 0.07% -79 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 4,652 $541K 0.29% +30 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,324 $503K <0.01% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,272 $497K 0.01% -136 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 4,175 $486K 0.06% +115 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 3,948 $459K 0.19% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,800 $442K <0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,800 $442K 0.02% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 3,592 $435K 0.02% +1,233 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 3,663 $426K 0.08% -153 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,617 $421K <0.01% -343 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,344 $389K <0.01% +18 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,273 $381K 0.1% -35,832 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,185 $370K 0.14% 0 13F-HR/A Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,167 $368K 0.03% +17 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 2,907 $338K 0.31% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,869 $334K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,783 $324K 0.01% +17 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,767 $322K <0.01% -1,499 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,736 $318K <0.01% +1,241 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,706 $315K 0.12% +15 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,671 $311K 0.17% -19,636 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,616 $304K 0.04% +65 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,570 $299K 0.01% 0 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 2,537 $295K 0.3% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,450 $285K 0.01% +50 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,212 $257K 0.05% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,190 $255K 0.01% +260 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,168 $252K <0.01% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,015 $234K 0.02% new 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,929 $227K 0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,929 $224K <0.01% -16 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,929 $224K 0.01% +35 13F-HR/A Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,919 $223K 0.01% +245 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,918 $223K 0.05% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,876 $218K <0.01% -206 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,835 $213K <0.01% 0 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 1,800 $209K <0.01% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,740 $202K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,739 $202K 0.03% +9 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,544 $180K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,536 $179K 0.05% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,422 $165K 0.07% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 1,284 $149K 0.11% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 1,094 $127K 0.07% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,065 $124K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,057 $123K 0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,040 $121K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 883 $103K <0.01% +191 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 836 $97.2K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 758 $88.2K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 712 $82.8K <0.01% +238 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 620 $72.1K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 586 $68.2K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 528 $61.4K <0.01% -47 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 510 $59.3K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 501 $58.3K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 414 $48.2K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 414 $48K <0.01% 0 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 346 $40.2K 0.01% +2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 324 $37.7K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 302 $35.1K <0.01% +2 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 290 $33.7K 0.01% -90 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 284 $33.5K 0.03% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 271 $31.6K <0.01% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 251 $29.2K <0.01% +33 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 220 $26.7K 0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 203 $23.7K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 200 $23.3K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 190 $22.1K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 180 $20.9K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 169 $19.6K <0.01% +1 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 138 $16.1K <0.01% -266 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 136 $15.8K 0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 132 $15.4K <0.01% 0 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 130 $15K <0.01% new 13F-HR Timeline Group Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 128 $14.9K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 125 $14.5K <0.01% +25 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 115 $13.4K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 108 $12.6K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 88 $10.2K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 84 $10K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 55 $6.4K <0.01% -55 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 50 $5.82K <0.01% 0 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 36 $4.19K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 32 $3.72K <0.01% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 17 $1.98K <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 17 $1.98K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 12 $1.4K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 10 $1.16K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 8 $930 <0.01% 0 13F-HR Timeline