Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 8,219,704 $587M 5.76% +247,400 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,456,545 $461M 0.03% -954,850 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,317,077 $269M 4.89% +49,696 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,959,167 $140M 3.72% -1,204,379 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,199,372 $85.6M 1.41% 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 300,888 $21.5M 3% -16,872 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 271,738 $19.4M 7.02% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 128,361 $9.16M 0.01% -15,235 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 99,383 $7.09M 0.38% -4,373 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 51,700 $3.69M 0.01% +42,200 13F-HR Timeline Group DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 44,963 $3.21M 1.98% -21,291 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 35,556 $2.54M -24,722 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 32,429 $2.31M <0.01% -1,803 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 26,255 $1.87M <0.01% +4,334 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 26,186 $1.87M 0.4% -111 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 19,939 $1.42M 0.32% -46 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 18,338 $1.31M 1% -950 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 17,344 $1.24M 1.23% -2,941 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,125 $1.22M <0.01% -603 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 15,633 $1.11M <0.01% +3,365 13F-HR Timeline Group Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 15,248 $1.09M 0.37% -1,140 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 13,510 $964K 0.39% +6,342 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,604 $828K <0.01% new 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/ 11,091 $792K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,214 $586K <0.01% +147 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,053 $575K <0.01% +1,004 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 6,925 $494K 0.04% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,601 $471K 0.03% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,894 $430K 0.04% -75 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 5,678 $405K 0.09% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,544 $396K 0.02% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,366 $383K 0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,241 $303K <0.01% -544 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 4,226 $302K 0.01% -15 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,159 $297K <0.01% new 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,088 $292K 0.03% +213 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,077 $291K <0.01% -54,137 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,186 $227K <0.01% -3,314 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,159 $154K <0.01% +578 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,670 $119K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,107 $79K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,000 $71.4K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 799 $58.8K 0.01% -359 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 722 $51.5K 0.05% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 637 $45.5K <0.01% -121 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 483 $34.5K <0.01% -76 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 240 $17.1K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 163 $11.6K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 70 $5K <0.01% -289 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $75 <0.01% 0 13F-HR Timeline Group