Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 52,641 $1.89M 1.4% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 40,000 $1.44M <0.01% -410,000 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 34,019 $1.22M <0.01% +9,367 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 33,750 $1.21M <0.01% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 32,702 $1.17M <0.01% +3,691 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 28,030 $1.01M 0.81% 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 25,379 $911K 0.35% -2,900 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/ 24,528 $880K <0.01% -26,849 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 24,706 $827K <0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,520 $772K <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 20,166 $724K <0.01% -941 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 16,256 $584K <0.01% +451 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,902 $571K 0.01% -384 13F-HR Timeline Group Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 11,651 $418K 0.3% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,571 $344K 0.01% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,565 $307K 0.05% -1,447 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,875 $283K <0.01% +340 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 7,526 $270K <0.01% new 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,121 $256K 0.01% 0 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 6,950 $249K <0.01% new 13F-HR Timeline Group NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 6,070 $218K 0.1% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,900 $104K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,214 $43.6K <0.01% +225 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 853 $30.6K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 612 $22K <0.01% +110 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 600 $21.5K <0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 307 $11K <0.01% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 215 $7.7K <0.01% -1,072 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 179 $6.42K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 125 $4.49K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 124 $4.45K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 113 $4.06K <0.01% +67 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 42 $1.51K <0.01% -3 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 22 $790 <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 18 $646 <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 17 $610 <0.01% -24 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.