Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,199,467 $299M 2.6% -4,020,237 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,509,500 $173M 0.01% -3,947,045 13F-HR/A Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,936,319 $138M 2.51% -2,380,758 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,056,777 $75.2M 1.08% -142,595 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 206,007 $14.7M 0.39% -1,753,160 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 169,584 $12.1M 1.67% -131,304 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 136,048 $9.68M 3.48% -135,690 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 123,130 $8.76M 0.01% -5,231 13F-HR Timeline Group Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 90,033 $6.4M 2.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 68,303 $4.86M 0.26% -31,080 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 32,034 $2.28M <0.01% -395 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 25,687 $1.83M <0.01% -568 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 24,626 $1.75M 0.34% -1,560 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 18,617 $1.32M <0.01% +2,984 13F-HR Timeline Group Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 17,419 $1.24M 1.24% +75 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 17,123 $1.22M 0.07% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 17,122 $1.22M <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 16,359 $1.16M <0.01% -766 13F-HR Timeline Group Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 15,114 $1.08M 0.33% -134 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 12,547 $893K 0.58% -5,791 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 11,657 $829K 0.2% -8,282 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 11,486 $817K 0.53% -33,477 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,909 $776K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,515 $606K <0.01% +301 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 8,372 $596K 0.22% -27,184 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,225 $514K 0.04% +300 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,058 $502K <0.01% -995 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,959 $495K 0.19% -6,551 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,107 $434K 0.03% -494 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,894 $419K 0.04% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 5,678 $404K 0.09% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,544 $394K 0.02% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,182 $298K 0.01% -44 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,047 $288K <0.01% -30 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,961 $282K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,866 $275K <0.01% +680 13F-HR Timeline 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 3,103 $221K 0.03% -985 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,946 $210K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,060 $147K <0.01% -2,181 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,670 $119K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,648 $117K <0.01% -511 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 802 $64.7K 0.01% +3 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 900 $64K <0.01% -100 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 637 $45.3K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 374 $26.6K <0.01% -109 13F-HR 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 $4.98K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $66 <0.01% 0 13F-HR/A Timeline Group