Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 731,008 $106M 1.09% +131,317 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 461,090 $66.8M <0.01% +16,225 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/ 245,701 $35.6M <0.01% -61,701 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 225,537 $32.7M 0.01% -12,149 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 200,246 $29M 0.14% new 13F-HR/A Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 200,246 $29M 0.32% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 172,435 $25M 0.01% +16,939 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 128,565 $18.6M -6,473 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 86,068 $12.5M <0.01% -5,644 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 77,754 $11.3M 0.02% +2,170 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 63,931 $9.26M 0.01% -2,708 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 59,352 $8.6M 0.01% -7,540 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 55,394 $8.02M 0.67% -82 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 52,606 $7.62M 0.01% +2,230 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 47,393 $6.87M <0.01% +16,964 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 39,979 $5.79M 0.26% +3,292 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 39,150 $5.67M 0.03% -4,500 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 34,738 $5.03M 0.43% +830 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 34,454 $4.99M 1.17% +311 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,274 $4.96M <0.01% -64,953 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 34,070 $4.94M 0.02% +5,003 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 31,595 $4.58M <0.01% +298 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 25,835 $3.74M 0.07% +2,726 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 23,219 $3.36M <0.01% +23,137 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 22,556 $3.27M 0.03% -130 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 22,528 $3.26M <0.01% -749 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 22,188 $3.21M 0.34% -628 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,797 $3.01M 0.01% -2,225 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 20,413 $2.96M 0.02% -1,123 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 20,206 $2.93M 0.01% -925 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,961 $2.89M 0.01% -508 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 19,812 $2.87M 1.07% -1,573 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,377 $2.81M 0.01% +3,141 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 18,901 $2.74M 0.06% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,233 $2.35M 0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,857 $2.3M 0.05% +120 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,836 $2.29M 0.02% +9,883 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,563 $2.11M <0.01% -12,378 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 12,996 $1.88M 0.04% +5,143 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 12,808 $1.86M 0.77% -240 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 12,182 $1.76M 0.49% -352 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 11,380 $1.65M 0.39% +611 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 11,176 $1.62M 0.21% +633 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 10,720 $1.55M 0.52% +40 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,187 $1.48M 0.04% -353 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 10,118 $1.47M 0.88% -521 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,101 $1.46M 0.01% -756 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 9,761 $1.41M <0.01% -16,868 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,397 $1.36M 0.03% +868 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. 8,188 $1.19M <0.01% -19,028 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,910 $1.15M 0.52% +534 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 7,896 $1.14M 0.81% -11,060 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,063 $1.09M 0.03% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,788 $983K <0.01% -82 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,572 $952K <0.01% +2,267 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 6,560 $950K 0.47% +3,660 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,319 $915K 0.02% +2,239 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 5,892 $854K 0.35% -470 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,884 $852K <0.01% 0 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 5,877 $851K 0.67% -204 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,729 $830K 0.03% -1,991 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 5,627 $815K <0.01% -44,300 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 5,549 $804K 0.2% -20 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,097 $738K 0.37% +4,799 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 4,880 $712K 0.28% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,695 $680K <0.01% -68 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,663 $678K 0.03% +848 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,666 $676K 0.02% +2,144 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,650 $674K 0.06% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,612 $668K 0.03% +218 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,509 $653K 0.02% -275 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,342 $644K <0.01% -6,701 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,323 $626K <0.01% -168 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,181 $606K 0.05% +2,238 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,168 $604K 0.03% +63 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,016 $582K 0.08% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,901 $565K 0.08% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,872 $561K <0.01% +246 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,860 $559K <0.01% -3,742 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,859 $559K <0.01% +112 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,823 $554K 0.04% -40 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,718 $539K 0.05% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,717 $538K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,384 $490K <0.01% -710 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,345 $485K 0.03% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,306 $479K 0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,000 $435K <0.01% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,953 $428K <0.01% new 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,858 $414K <0.01% +1,121 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,812 $407K <0.01% -154 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,684 $389K 0.12% -3,697 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,649 $383K <0.01% +332 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,603 $377K 0.01% -50 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,569 $374K 0.02% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,578 $373K 0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,516 $364K <0.01% -212 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,455 $356K 0.02% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 2,415 $350K 0.25% +550 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,414 $350K <0.01% +94 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 2,392 $347K 0.02% +305 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 2,755 $333K 0.38% 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 2,204 $319K 0.04% -3 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,188 $317K 0.01% -141 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,144 $311K 0.03% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,123 $308K <0.01% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,062 $299K <0.01% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,058 $298K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,055 $298K 0.18% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,052 $297K <0.01% -8,318 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,025 $293K <0.01% -494 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,422 $293K <0.01% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,000 $290K 0.17% 0 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 1,975 $286K 0.15% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,917 $278K 0.01% -40 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,904 $276K 0.11% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,887 $273K 0.01% +161 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,859 $269K 0.01% -8 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,775 $257K <0.01% -410 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,720 $249K <0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,682 $244K <0.01% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,676 $243K 0.02% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,658 $240K 0.11% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,649 $239K 0.01% -52 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,633 $237K <0.01% -256 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,571 $228K <0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,567 $227K <0.01% new 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,553 $225K <0.01% new 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,529 $221K 0.02% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,495 $216K 0.03% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,404 $203K 0.02% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,145 $165K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,086 $157K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,048 $152K 0.04% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 975 $141K 0.02% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 967 $140K 0.04% -5,495 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 832 $121K 0.07% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 822 $119K <0.01% -15 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 770 $112K 0.01% -98 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 694 $101K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 686 $99.4K <0.01% -31 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 96,392 $96.4K 0.02% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 662 $95.9K <0.01% +5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 644 $93.3K <0.01% +1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 593 $85.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AE Wealth Management LLC More: the full row for AE Wealth Management LLC 559 $81K <0.01% +79 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 544 $78.8K <0.01% -59 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 466 $67.5K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 458 $65.7K <0.01% -219 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 445 $64.5K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 430 $62.3K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 426 $61.7K <0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 400 $57.9K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 369 $53.5K <0.01% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 341 $49.4K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 329 $47.7K <0.01% +319 13F-HR Timeline Group Bleichroeder LP More: the full row for Bleichroeder LP 300 $43.5K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 300 $43.5K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 280 $40.6K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 251 $36.4K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 246 $35.7K <0.01% +5 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 215 $31K 0.03% -36 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 189 $27.4K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 189 $27.4K <0.01% +44 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 187 $27.1K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 180 $26.1K <0.01% 0 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 166 $24K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 150 $21.7K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 142 $20.6K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 135 $19.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 129 $18.7K <0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 127 $18.4K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 125 $18.1K <0.01% 0 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 123 $17.8K <0.01% -213 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 122 $17.7K <0.01% -387 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 121 $17.4K <0.01% -1,443 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 118 $17.1K <0.01% +12 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 113 $16.4K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 109 $15.8K <0.01% 0 13F-HR Timeline Group Hartford Financial Management Inc. 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