MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,298,467 $383M 0.02% +96,813 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 910,365 $269M 0.06% +102,153 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 765,905 $226M -42,067 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 748,759 $221M 0.01% +7,215 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/ 555,398 $164M 0.01% -222,679 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 517,016 $153M 15.82% -14,935 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 488,395 $144M 0.13% +26,254 13F-HR Timeline Group 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 479,116 $141M 0.03% -5,181 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 459,109 $135M 0.09% +255 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 407,664 $120M 6.41% +31,667 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 330,603 $106M 1.58% +45,375 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 311,963 $92.1M 0.03% +12,827 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 297,130 $87.7M 0.66% -1,678 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 290,154 $85.6M 0.12% +125,180 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 250,902 $74M 19% +2,398 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 245,937 $72.6M +15,855 Timeline Flower City Capital More: the full row for Flower City Capital 240,752 $71.1M 35.64% +2,742 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 229,988 $67.9M 0.01% +5,816 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 171,696 $50.7M 0.27% +74,834 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 161,932 $47.8M 0.27% +5,250 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 157,505 $46.5M 27.46% -2,601 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 146,084 $43.1M 3.76% +5,980 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 120,076 $35.4M new Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 118,906 $35.1M 0.04% -70 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 116,149 $34.3M <0.01% +6,864 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 109,356 $32.3M 0.12% -9,738 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 108,146 $31.9M 0.01% -8,968 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 105,777 $31.2M 0.52% +2,908 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 98,852 $29.2M 0.03% +4,702 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 98,700 $28.4M 0.01% +16,948 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 94,531 $27.9M 0.96% +3,619 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 90,192 $26.6M 0.49% -657 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 79,941 $23.6M 0.01% +31,136 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 74,259 $21.9M 0.27% +6,279 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 73,093 $21.6M 6.66% +6,054 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 72,441 $21.4M 1.37% +554 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 70,910 $20.3M <0.01% +2,089 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 68,555 $20.2M 1.55% +3,619 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 67,485 $19.9M 0.08% +909 13F-HR Timeline Group Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 67,320 $19.9M 10.88% +2,542 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 65,087 $19.2M 0.03% -649 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 63,779 $19M 0.04% -33,737 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 63,822 $18.8M 2.03% +1,622 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 61,531 $18.2M 0.67% +29,640 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 58,401 $17.4M 0.3% -37,389 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 53,283 $15.7M 2.05% +351 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 43,733 $13.5M 1.24% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 44,455 $13.1M 0.04% -29,000 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 43,853 $12.9M 0.01% -186,351 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 43,820 $12.9M 0.03% -10,279 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 40,725 $12M 0.01% +27,762 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 40,151 $11.8M 0.01% -9,288 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 39,836 $11.8M -11,982 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 37,395 $11M 0.01% +9,285 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 34,325 $10.1M +24,156 Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 34,144 $10.1M 0.79% -100 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 33,694 $9.94M <0.01% +49 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 32,330 $9.54M 0.12% -830 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 31,815 $9.39M 2.11% -413 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 31,202 $9.21M 1.37% -776 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 30,906 $9.12M 0.44% -2,186 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 30,691 $9.06M <0.01% +966 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 30,330 $8.95M 0.01% +2,354 13F-HR Timeline Group FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 30,204 $8.91M 1.47% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 29,367 $8.67M 0.75% +659 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 29,185 $8.61M 3.07% 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 26,584 $8.48M 5.96% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 28,230 $8.33M 0.03% 0 13F-HR/A Timeline Group Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 27,989 $8.26M 1.71% -656 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 27,581 $8.14M 2.6% -95 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 25,592 $7.55M 0.04% +5,058 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 25,498 $7.52M 0.04% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 25,225 $7.44M 0.95% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,653 $7.28M 0.01% -1,008 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 23,632 $6.97M 0.01% +9,106 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 22,816 $6.73M 0.03% +983 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 22,670 $6.69M 0.36% +129 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 22,483 $6.64M 0.01% +5,667 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 22,446 $6.62M 2.36% -508 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 22,320 $6.59M 0.17% +2,625 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 22,069 $6.51M 3.26% -366 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 22,067 $6.51M 2.59% -415 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21,597 $6.37M 0.3% -2,227 13F-HR Timeline Group Brown Financial Advisory More: the full row for Brown Financial Advisory 21,190 $6.25M 3.1% +9,380 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,097 $6.23M 0.03% -1,153 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 20,507 $6.05M 0.21% +1,528 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 19,530 $5.76M 1.21% +10,670 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 18,553 $5.48M 1.26% +416 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 18,119 $5.35M 1.07% +2,816 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 18,086 $5.34M 0.31% -7,431 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 17,872 $5.27M 0.01% +481 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 17,674 $5.22M 0.19% -1,297 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 17,412 $5.14M 0.02% -2,637 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 16,174 $4.77M 1.2% +122 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 15,488 $4.57M 0.01% -562 13F-HR Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 15,364 $4.53M 0.78% +311 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 15,137 $4.47M 0.03% 0 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,969 $4.42M 0.01% +1,251 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 14,010 $4.13M 0.77% -1,850 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 13,818 $4.08M 0.07% 0 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,818 $4.08M 0.12% +216 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,179 $3.89M 0.29% -2,118 13F-HR/A Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 13,166 $3.89M 0.06% 0 13F-HR/A Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 13,095 $3.86M 0.37% -873 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,861 $3.5M 0.24% +104 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 11,354 $3.35M +20 Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 9,957 $3.26M 0.4% +2,000 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,605 $3.13M 0.09% +106 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,262 $3.03M 0.02% +6,913 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,235 $3.02M 0.05% +600 13F-HR/A Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 10,052 $2.97M 0.57% +494 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,637 $2.84M 0.01% +51 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,154 $2.7M <0.01% -207 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 9,051 $2.67M 0.38% 0 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 8,704 $2.57M 0.33% -260 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,595 $2.54M 0.14% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,234 $2.43M 0.02% -36,516 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 8,172 $2.41M 0.94% +55 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,119 $2.4M 0.02% +2,312 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,996 $2.36M 0.02% +6,524 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 7,723 $2.28M 1.65% +1,611 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,710 $2.28M 0.05% +1,211 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 7,648 $2.26M 1.45% -235 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 7,641 $2.26M 1.25% +3,018 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,479 $2.21M 0.01% 0 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,364 $2.17M 0.03% +3 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,301 $2.15M 0.11% +218 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 7,262 $2.14M 2.65% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,258 $2.14M 0.04% -298 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 7,231 $2.13M 0.11% -260 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 7,118 $2.1M 0.56% +1,727 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 7,048 $2.08M 0.7% -238 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,799 $2.01M 0.09% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,764 $2M 0.1% -1,403 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,688 $1.98M <0.01% -108 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,246 $1.84M 0.27% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,066 $1.79M <0.01% +721 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,012 $1.77M 0.02% +244 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,916 $1.75M <0.01% new 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,817 $1.72M <0.01% 0 13F-HR Timeline Group VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 5,770 $1.7M 1.58% +685 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 5,632 $1.66M 0.15% +181 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 5,565 $1.64M 0.19% new 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 5,491 $1.62M 0.43% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,441 $1.61M <0.01% -6,704 13F-HR Timeline Group Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,381 $1.59M 1% -452 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,292 $1.56M <0.01% +640 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,238 $1.55M 0.05% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,149 $1.52M 0.01% +4,953 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,018 $1.48M 0.02% -583 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,013 $1.48M 0.03% -86 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,996 $1.47M 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,106 $1.46M 0.05% +2,641 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,911 $1.45M 0.03% -453 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 4,869 $1.44M 0.7% +11 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,683 $1.38M 0.03% -2,491 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 4,639 $1.37M 0.94% +26 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,504 $1.33M 0.01% +769 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 4,351 $1.28M 0.4% -3 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,281 $1.26M 0.28% -144 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,250 $1.25M 0.02% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,222 $1.25M 0.05% -15 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,200 $1.24M 0.06% +233 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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