JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,230,809 $179M 0.01% +2,081,355 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,854,916 $128M 0.01% +828,951 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,857,394 $75.5M 0.01% +853,530 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,899,044 $50.2M 0.03% -931,940 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,494,064 $39.5M 0.03% -2,020,916 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 994,393 $26.3M 0.06% +105,003 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 976,847 $25.8M 0.01% -310,543 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 907,084 $24M <0.01% -388,524 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/ 873,702 $23.1M <0.01% -480,026 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 840,068 $22.2M 0.01% +15,107 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 750,821 $19.8M 0.24% new 13F-HR Timeline Group Humankind Investments LLC More: the full row for Humankind Investments LLC 386,000 $10.2M 5.82% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 294,157 $7.77M 0.01% +258,009 13F-HR Timeline Group Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 209,416 $5.53M 2.93% +4,230 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 188,591 $4.98M 0.55% +3,035 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 182,587 $4.82M <0.01% +30,105 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 152,062 $4.02M 0.02% +20,939 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 143,434 $3.79M 0.01% +62,411 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. 134,009 $3.55M <0.01% -402,149 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 130,856 $3.46M 0.01% -10,836 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 126,482 $3.34M 0.02% +2,483 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 122,863 $3.25M 0.08% +65,881 13F-HR Timeline Group Canal Insurance CO More: the full row for Canal Insurance CO 120,000 $3.18M 0.68% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 101,872 $2.69M <0.01% -2,023 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 100,775 $2.66M <0.01% +1,973 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 96,335 $2.55M <0.01% -484,079 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 86,634 $2.29M 0.01% -4,612 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 85,164 $2.25M 0.17% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 81,598 $2.16M 0.01% +721 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 73,467 $1.94M <0.01% -42,823 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 72,288 $1.91M 0.15% -589 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 70,990 $1.88M 0.04% -17,849 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 67,749 $1.79M <0.01% -4,271 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 59,616 $1.58M <0.01% +6,053 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 55,724 $1.47M 0.05% +21,776 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 54,391 $1.44M <0.01% +2,544 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 53,102 $1.4M 0.01% +1,494 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 52,834 $1.4M <0.01% -29,921 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 51,858 $1.37M <0.01% -393,734 13F-HR Timeline Group Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 50,000 $1.32M 0.01% -90,000 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 49,204 $1.3M 0.04% +21,811 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 47,800 $1.26M <0.01% -169,900 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 47,616 $1.26M <0.01% +7,786 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 42,876 $1.24M 0.01% -250 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 45,861 $1.21M 0.04% +28,765 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 44,621 $1.18M <0.01% -8,569 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 42,965 $1.14M 0.46% +7,376 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 42,070 $1.11M 0.01% -5,700 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 40,642 $1.07M 0.02% +15,557 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 39,351 $1.04M 0.01% -4,358 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 36,954 $976K 0.02% +2,164 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 35,059 $926K <0.01% -282 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 34,508 $912K 0.09% -4,481 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 31,767 $839K <0.01% +7,524 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,132 $823K 0.01% +762 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 27,697 $732K 0.02% +300 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 27,285 $721K 0.08% +12,775 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 24,134 $637K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 24,092 $637K <0.01% +12,202 13F-HR/A Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 22,643 $630K 0.5% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 22,113 $604K 0.49% +1,310 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 22,800 $602K 0.51% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 19,071 $586K 0.03% -1,998 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 21,372 $565K <0.01% +12,826 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,144 $559K <0.01% +605 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 20,491 $541K 0.06% +193 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 20,410 $539K 0.03% +5,244 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,091 $531K <0.01% +322 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 18,683 $494K 0.16% -178 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 18,000 $476K 0.07% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 17,138 $453K 0.01% -2,669 13F-HR Timeline Group DDD Partners, LLC More: the full row for DDD Partners, LLC 16,872 $446K 0.03% -1,261 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 16,554 $437K 0.27% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,596 $427K <0.01% -25,460 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 15,786 $417K <0.01% -86,735 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 12,920 $389K 0.14% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14,450 $382K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14,271 $377K 0.01% +389 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,771 $364K <0.01% +1,345 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 13,579 $359K 0.06% -2,364 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 13,222 $349K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13,174 $348K 0.11% -23 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 13,046 $345K 0.1% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 12,636 $334K 0.04% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 12,635 $334K 0.09% -30,770 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,522 $331K 0.01% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 12,178 $322K <0.01% +1,528 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 12,000 $317K 0.12% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,502 $304K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,854 $287K 0.01% +42 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 10,626 $281K 0.08% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,555 $279K 0.01% +86 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 10,352 $273K 0.03% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 9,921 $262K 0.02% -3,433 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,640 $255K 0.01% new 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 9,293 $246K 0.05% +1,031 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 9,270 $245K 0.09% +495 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 8,457 $236K 0.1% +259 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,801 $233K 0.01% +100 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 8,664 $229K <0.01% new 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 8,568 $226K 0.06% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,350 $221K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,199 $217K <0.01% -577 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,756 $205K <0.01% -2,910 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 7,168 $189K 0.1% +14 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 6,773 $179K <0.01% +1,744 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,327 $167K <0.01% -1,502 13F-HR Timeline Group VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 5,400 $143K 0.11% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,778 $126K 0.02% -170 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,766 $126K 0.03% +532 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,377 $116K <0.01% -11,158 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,389 $89.5K <0.01% -58 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,236 $85.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,052 $80.6K <0.01% -50 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,936 $77.6K <0.01% +875 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,835 $74.9K <0.01% +741 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,720 $71.9K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,160 $57.1K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,099 $55.5K <0.01% new 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,858 $49.1K 0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,910 $47.4K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,631 $43.1K 0.01% -4,681 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,537 $40.6K 0.02% +949 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,410 $37.3K <0.01% -109 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,387 $36.6K 0.02% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,380 $36.5K <0.01% 0 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,179 $31.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,109 $29.3K <0.01% -804 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,108 $29.3K <0.01% +43 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,099 $29K <0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,095 $28.9K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,088 $28.7K <0.01% +378 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,001 $26.4K new Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,012 $26K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,000 $26K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 979 $25.9K <0.01% +575 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 869 $23K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 839 $22.7K <0.01% -100 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 843 $22.3K <0.01% -100 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 825 $21.8K <0.01% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 825 $21.8K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 803 $21.2K <0.01% -147 13F-HR/A Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 776 $20.5K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 770 $20.3K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 768 $20.3K <0.01% +10 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 759 $20.1K <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 728 $19.2K 0.04% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 695 $18.8K <0.01% +100 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 704 $18.6K 0.02% -12 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 700 $18.5K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 642 $17K 0.01% 0 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 631 $16.7K 0.02% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 600 $15.9K <0.01% +300 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 567 $15.4K <0.01% -100 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 538 $14.2K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 500 $13.2K <0.01% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 500 $13.2K <0.01% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 481 $12.7K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 476 $12.6K <0.01% +169 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 431 $11.4K <0.01% +396 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 400 $10.6K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 382 $10.1K <0.01% -574 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 375 $9.91K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 370 $9.78K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 351 $9.27K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 338 $8.93K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 332 $8.77K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 326 $8.63K <0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 325 $8.59K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 310 $8.19K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 304 $8.02K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 301 $7.95K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 277 $7.33K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 253 $6.68K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 191 $5.05K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 168 $4.44K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 163 $4.31K <0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 100 $4.21K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 155 $4.1K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 150 $3.96K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 136 $3.59K <0.01% -1,200 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 120 $3.56K <0.01% 0 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 115 $3.04K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 113 $2.99K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 106 $2.8K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 104 $2.75K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 100 $2.64K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 100 $2.64K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 89 $2.35K <0.01% -26 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 85 $2.25K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 74 $1.96K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 75 $1.88K <0.01% +55 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 70 $1.85K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 62 $1.64K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 58 $1.53K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 55 $1.45K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 59 $1.44K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 50 $1.32K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 50 $1.32K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 50 $1.32K <0.01% 0 13F-HR Timeline