MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 351,080 $33.4M <0.01% +574 13F-HR/A Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 333,294 $31.7M 0.97% -7,640 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 306,355 $29.2M 2.61% -16,450 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 304,064 $29M 0.01% +2,701 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 234,152 $22.3M 0.01% -934 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 171,879 $16.4M 0.6% -310 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 169,242 $16.1M 0.18% -538 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 157,112 $15M 1.27% -28,077 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 152,554 $14.5M 2.08% -6,680 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/ 134,676 $12.8M <0.01% +2,636 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 131,416 $12.4M 0.02% +935 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 129,521 $12.3M <0.01% +6,355 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 128,002 $12.2M <0.01% +73,124 13F-HR Timeline Group ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 126,165 $12M 5.7% +2,216 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 125,171 $11.9M 1.28% -11,067 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 124,494 $11.9M 2.01% +98,583 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 120,041 $11.4M 0.03% -2,184 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 106,443 $10.1M 0.07% +1,378 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 104,270 $9.93M 0.32% +13,286 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 103,909 $9.89M 1.66% +522 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 96,616 $9.2M 5.64% +240 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 95,214 $9.02M 0.01% +20,912 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 92,196 $8.78M -85,355 Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 91,449 $8.71M 2.28% +853 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 89,355 $8.51M 3.85% -1,892 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 82,826 $7.89M 0.02% -7,701 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 80,266 $7.64M 0.02% +8,814 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 78,531 $7.48M 0.01% +167 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 78,422 $7.47M 1.26% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 73,320 $6.98M 0.03% +3,759 13F-HR Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 72,658 $6.88M 4.49% +3,488 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 59,312 $5.65M <0.01% +3,053 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 56,888 $5.5M 0.12% +344 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 53,745 $5.12M 1.65% +3,549 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 44,030 $4.19M 1.08% -2,787 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 40,904 $3.89M 0.09% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 40,381 $3.85M 0.08% -7,109 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 40,341 $3.84M 0.02% -1,216 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 39,826 $3.79M 0.08% +1,228 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 38,233 $3.64M <0.01% -418 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 34,050 $3.24M 0.28% -305 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 32,691 $3.08M 1.21% +2,738 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 30,520 $2.93M +11,193 Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 30,481 $2.9M 0.09% -412 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,988 $2.66M <0.01% -3,851 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 27,805 $2.65M 0.28% +25 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 27,618 $2.63M <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 26,796 $2.55M <0.01% -1,678 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 25,872 $2.46M 0.02% +5,164 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 25,573 $2.44M 0.6% +21,639 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 24,638 $2.35M <0.01% +239 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 24,579 $2.34M <0.01% -1,142 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 24,190 $2.3M 0.43% -625 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 23,311 $2.22M 1.42% +1,332 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 22,764 $2.17M 0.13% -447 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 21,408 $2.04M 1.02% -234 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 20,061 $1.91M <0.01% -8,616 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 19,686 $1.87M <0.01% -390 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 19,191 $1.83M <0.01% +74 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,006 $1.81M 0.01% -1,172 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 18,240 $1.74M 0.06% +364 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 17,768 $1.69M 0.35% +204 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 16,300 $1.55M 0.19% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,225 $1.54M 0.02% -106 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 15,917 $1.52M 0.4% -6,473 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,663 $1.3M <0.01% -1,357 13F-HR Timeline Group Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 13,705 $1.3M 0.25% -350 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,557 $1.29M <0.01% -10,084 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 12,814 $1.22M 0.14% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 12,496 $1.19M +4,859 Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 12,070 $1.15M 0.12% +1,885 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 12,070 $1.15M 0.11% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 11,729 $1.12M 0.07% -2,251 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 11,504 $1.1M 0.53% -180 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 11,210 $1.07M <0.01% 0 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 10,511 $1M 0.38% +430 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 9,601 $914K 0.05% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,566 $911K <0.01% -8,561 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 9,112 $868K <0.01% +456 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,050 $862K 0.02% -1,696 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,666 $825K 0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,630 $822K <0.01% +724 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,617 $821K 0.01% -312 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,171 $778K 0.02% 0 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 8,058 $767K 0.32% -58 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,868 $749K 0.08% -149 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 7,800 $743K 0.06% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,555 $719K <0.01% +5,366 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 7,182 $684K 0.01% +848 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,846 $652K <0.01% +3,140 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 6,794 $647K 0.04% +3 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,522 $621K 0.01% +3,164 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,377 $607K 0.01% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 6,182 $602K 0.26% -559 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,045 $576K <0.01% +271 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,943 $566K 0.01% -108 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,942 $566K <0.01% new 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 5,850 $557K 0.05% -30 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,780 $550K <0.01% +1,101 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 5,749 $547K <0.01% -43 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 5,611 $534K 0.06% +882 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,626 $440K <0.01% -60,189 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,460 $425K 0.01% -495 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,438 $423K 0.03% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,283 $408K 0.04% +10 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,233 $403K 0.01% +29 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,165 $397K <0.01% 0 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,138 $394K 0.02% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,067 $387K 0.03% +23 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,997 $381K 0.1% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,953 $375K 0.04% +11 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,692 $352K 0.1% -39 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 3,579 $341K 0.07% +291 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,313 $315K <0.01% -111 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,271 $311K 0.04% +18 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,200 $305K 0.11% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,189 $302K <0.01% +1,590 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,130 $298K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,106 $296K 0.1% +1 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,097 $295K 0.01% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,073 $293K 0.16% +11 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,010 $287K 0.13% +193 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,970 $283K 0.02% +6 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,919 $278K 0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,914 $277K <0.01% -44 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,685 $256K 0.1% +2,514 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,612 $249K 0.06% -2,588 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,602 $248K 0.02% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,547 $243K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,533 $241K 0.01% 0 13F-HR Timeline Group FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,359 $225K 0.12% 0 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 2,353 $224K <0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,297 $219K 0.16% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,273 $216K 0.14% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,140 $204K 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,102 $200K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,855 $177K <0.01% new 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,762 $168K 0.01% -128 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,747 $166K 0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,600 $152K 0.07% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,518 $145K 0.04% -406 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,457 $139K 0.07% +7 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,336 $127K 0.02% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,068 $102K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 931 $88.7K 0.05% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 787 $74.9K 0.01% -388 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 762 $72.6K <0.01% -245 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 746 $72.2K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 734 $69.9K 0.04% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 584 $55.6K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 581 $55.3K <0.01% +1 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 495 $47.1K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 427 $40K 0.01% -901 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 369 $35.1K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 348 $33.1K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 345 $32.9K <0.01% -4 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 342 $32.6K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 328 $31.2K 0.01% -309 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 324 $30.9K <0.01% -3 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 305 $29K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 296 $28.2K <0.01% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 252 $24K 0.02% new 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 234 $22.3K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 216 $20.6K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 207 $19.7K <0.01% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 200 $19K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 192 $18.3K <0.01% -16 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 174 $16.6K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 171 $16.3K <0.01% -755 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 142 $13.5K <0.01% +10 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 140 $13.3K <0.01% +1 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 136 $12.9K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 110 $10.5K <0.01% +9 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 90 $8.64K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 82 $7.81K <0.01% -14 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 80 $7.62K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 78 $7.43K <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. 52 $4.99K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 38 $3.61K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 32 $3.05K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 28 $2.67K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 24 $2.29K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 17 $1.62K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 14 $1.33K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 13 $1.27K <0.01% 0 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) 3 $286 <0.01% -2 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2 $191 <0.01% -100 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2 $161 <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 0 $40 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.