LPL Financial LLC More: the full row for LPL Financial LLC 563,738 $21.4M 0.01% -157,058 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 390,131 $14.8M +54,625 Timeline PFG Advisors More: the full row for PFG Advisors 269,823 $10.3M 0.5% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 245,638 $9.34M 0.75% +19,143 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 239,816 $9.12M <0.01% -108,854 13F-HR Timeline Group Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 238,709 $9.07M 0.32% 0 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 186,264 $7.08M 3.75% +1,333 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 169,750 $6.45M 0.01% -26,629 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 143,682 $5.46M 0.19% -58,260 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 141,102 $5.36M 2.57% +13,366 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 140,715 $5.35M <0.01% -85,230 13F-HR/A Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 102,821 $3.91M 0.3% -1,446 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 95,687 $3.64M 0.01% -22,397 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 94,810 $3.6M 0.02% -30,400 13F-HR Timeline Group GERBER, LLC More: the full row for GERBER, LLC 92,707 $3.52M 1.99% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 86,443 $3.29M 0.1% -20,116 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 80,824 $3.07M <0.01% -12,869 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 78,098 $2.97M 0.01% 0 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 70,109 $2.66M 2.2% -269 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 65,436 $2.49M 0.01% -1,558 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 64,114 $2.44M 0.01% +6,624 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 57,154 $2.17M <0.01% +1,161 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 50,352 $1.91M <0.01% +2,456 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 48,473 $1.84M 0.11% -832 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 45,408 $1.73M 0.02% -2,503 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 41,402 $1.57M <0.01% -19,402 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 41,356 $1.57M <0.01% +8,660 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 35,019 $1.33M <0.01% +15,799 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 30,959 $1.26M 0.09% +12,771 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 31,705 $1.21M <0.01% -400 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 31,306 $1.19M <0.01% +2,516 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 29,170 $1.11M <0.01% -544 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 27,588 $1.05M 0.01% +18,590 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,221 $1.03M <0.01% -35,001 13F-HR Timeline Group Candriam S.C.A. More: the full row for Candriam S.C.A. 25,700 $977K 0.01% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 25,300 $962K <0.01% +5,900 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23,043 $876K <0.01% -17,756 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 22,082 $839K 0.03% -100 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 21,227 $807K 0.02% +3,344 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 22,274 $805K <0.01% -10,761 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 20,716 $787K <0.01% +1,281 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 20,651 $785K 0.14% +5,495 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 20,410 $776K 0.67% -469 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 19,889 $756K 0.24% -313 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,269 $732K <0.01% -1,812 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,593 $593K <0.01% -4,228 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,179 $577K 0.01% -8 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 14,741 $560K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 13,380 $509K -3,673 Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 13,276 $505K 0.18% +2,665 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,769 $485K <0.01% -15,592 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,269 $466K <0.01% -910 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,936 $454K <0.01% -214 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 10,839 $412K 0.11% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,652 $405K <0.01% -9,084 13F-HR Timeline Group EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 10,304 $392K 0.11% -493 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 10,093 $384K 0.01% -375 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,565 $364K 0.03% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,433 $359K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,699 $331K <0.01% -13,541 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,673 $330K <0.01% -1 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 8,627 $328K 0.04% -259 13F-HR Timeline EQ LLC More: the full row for EQ LLC 8,564 $326K 0.09% -174 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 8,082 $307K 0.12% +222 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 8,000 $304K 0.02% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,963 $303K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 7,913 $301K <0.01% -4,257 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,755 $295K 0.02% +1,160 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,524 $286K <0.01% -61 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,431 $283K <0.01% -2,672 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,357 $280K <0.01% -4,263 13F-HR/A Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,292 $277K 0.09% -100 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,165 $273K <0.01% +200 13F-HR Timeline Group CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 6,852 $260K 0.15% -200 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,725 $256K 0.04% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,692 $254K <0.01% -569 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,390 $243K 0.03% -630 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,179 $243K 0.01% -1,400 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,132 $233K 0.1% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,056 $230K 0.02% -380 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,584 $212K <0.01% -2,912 13F-HR/A Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,555 $211K 0.01% -1,452 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,532 $210K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,497 $209K <0.01% -110,278 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,496 $209K <0.01% +252 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,421 $206K <0.01% -1,074 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 5,377 $204K 0.09% +2,597 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,219 $198K <0.01% -2,713 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,006 $190K <0.01% -47 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,847 $146K <0.01% -576 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,726 $142K <0.01% -429 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,688 $140K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,032 $110K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,556 $97.1K <0.01% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,537 $96.4K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,364 $89.7K <0.01% -1,014 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,273 $86.4K 0.01% -1,087 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,260 $85.9K <0.01% -597 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,119 $80.5K <0.01% -274 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,542 $58.6K 0.04% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,500 $57K <0.01% +1,313 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,446 $55K <0.01% -71 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 1,200 $45.6K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,070 $40.7K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,000 $38K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,000 $38K <0.01% 0 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,000 $38K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 989 $37.6K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 900 $34.2K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 859 $32.7K 0.02% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 858 $32.6K <0.01% +673 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 851 $32.3K <0.01% -100 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 760 $28.9K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 729 $27.7K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 664 $25.2K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 655 $24.8K <0.01% 0 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 623 $23.7K 0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 603 $22.9K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 600 $22.8K <0.01% new 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 600 $22.8K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 585 $22.2K <0.01% +57 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 580 $22.1K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 562 $21.4K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 509 $19.3K <0.01% +361 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 432 $16.4K <0.01% +400 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 423 $16.1K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 394 $14.9K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 377 $14.3K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 376 $14.3K <0.01% +20 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 368 $14K <0.01% -1,511 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 350 $13.3K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 328 $12.5K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 300 $11.4K <0.01% 0 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 278 $10.6K <0.01% 0 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 264 $10K <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 258 $9.81K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 239 $9.08K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 229 $8.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 215 $8.17K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 206 $7.82K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 200 $7.61K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 200 $7.6K <0.01% +100 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 200 $7.6K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 200 $7.6K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 200 $7.6K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 198 $7.53K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 180 $6.84K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 175 $6.65K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 171 $6.51K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 150 $5.7K <0.01% -5 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 138 $5.25K <0.01% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 136 $5.17K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 112 $4.26K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 110 $4.18K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 107 $4.05K <0.01% -55,977 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 100 $3.8K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 100 $3.8K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 100 $3.8K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 100 $3.8K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 79 $3.01K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 77 $2.93K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 71 $2.7K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 70 $2.66K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 69 $2.62K <0.01% -310 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 67 $2.55K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 59 $2.24K <0.01% -500 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 56 $2.13K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 50 $1.9K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 49 $1.86K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 40 $1.52K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 40 $1.52K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 31 $1.18K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 28 $1.06K <0.01% 0 13F-HR/A Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 20 $1K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 19 $1K <0.01% 0 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 25 $951 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 25 $950 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 20 $760 <0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 19 $722 <0.01% -19 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 16 $608 <0.01% 0 13F-HR/A Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 14 $532 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12 $456 <0.01% +10 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 11 $409 <0.01% +4 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 9 $342 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1 $38 <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 0 $4 <0.01% -21 13F-HR Timeline Amount filed as zero, left out of ratios. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.