KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,621 $504K 0.05% +2,148 13F-HR/A Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,618 $503K 0.24% +895 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 9,500 $498K 0.04% -2,500 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,349 $490K 0.03% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,269 $486K 0.01% +541 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 9,028 $473K 0.19% -1,267 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,001 $471K 0.06% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8,979 $470K 0.38% +636 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 8,940 $468K 0.3% -61 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,899 $466K 0.05% +488 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,876 $465K 0.04% -892 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 8,845 $463K 0.28% -803 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 8,915 $457K 0.21% +1,243 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,640 $453K 0.15% +2,059 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,577 $449K 0.04% -1,147 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 8,550 $448K 0.3% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,446 $442K 0.02% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,281 $434K <0.01% -320 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,221 $431K 0.01% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 8,218 $430K 0.05% +307 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 8,181 $429K 0.27% +706 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,798 $408K 0.23% +1,380 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7,712 $404K 0.13% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,699 $403K 0.03% -241 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 7,565 $396K 0.26% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 7,550 $395K 0.3% -589 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 7,502 $393K 1.2% -75 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,341 $384K 0.04% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 7,219 $378K 0.22% -75 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,116 $373K 0.02% +5,744 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,099 $372K 0.02% new 13F-HR Timeline Group OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 7,070 $370K 0.25% +2,640 13F-HR/A Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 7,007 $367K 0.2% -280 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,786 $355K <0.01% -196 13F-HR Timeline Group GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 6,594 $345K 0.23% +351 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 6,523 $342K 0.18% -324 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 6,636 $339K 0.28% +361 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,462 $338K 0.2% +640 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,367 $333K 0.03% +2,124 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,254 $328K 0.1% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 6,233 $326K 0.28% +166 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,165 $323K 0.09% +1,725 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,115 $320K 0.01% +922 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,978 $313K 0.02% +2,123 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,966 $313K 0.03% +1,545 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,945 $311K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,766 $302K 0.02% +2,559 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 5,750 $301K 0.16% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 5,749 $301K 0.2% +355 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 5,705 $299K 0.17% -439 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 5,611 $294K 0.33% -391 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,583 $292K <0.01% +426 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,444 $285K 0.18% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,341 $280K 0.08% +448 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 5,322 $279K 0.14% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 5,269 $276K <0.01% new 13F-HR Timeline Group Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 5,252 $275K 0.15% +262 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,130 $269K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. 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More: the full row for Sunbelt Securities, Inc. 4,714 $247K 0.02% -15,103 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,705 $246K 0.25% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,679 $245K 0.03% -5,423 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,645 $243K 0.01% -103,453 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,624 $242K 0.05% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,611 $242K <0.01% +76 13F-HR Timeline Group Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 4,595 $241K 0.04% +680 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 4,621 $240K 0.07% +409 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 4,572 $239K 0.04% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,560 $239K 0.02% +650 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,557 $239K 0.04% -87 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,556 $239K 0.05% +938 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,545 $238K 0.01% -1,811 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,528 $237K 0.24% -1,085 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,519 $237K 0.02% -646 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 4,514 $236K 0.19% +80 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,498 $236K 0.12% -61 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,458 $234K 0.01% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 4,450 $233K 0.74% +242 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,447 $233K 0.02% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,404 $231K 0.01% +463 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,398 $230K 0.02% -1,194 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,371 $229K 0.03% new 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 4,300 $225K 0.03% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,252 $223K <0.01% -4,208 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,122 $216K <0.01% +144 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,089 $214K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,014 $210K 0.03% -253 13F-HR/A Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,937 $206K 0.02% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,904 $205K 0.04% +4 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,881 $203K 0.03% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 3,838 $201K 0.3% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,820 $200K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,505 $185K 0.18% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,027 $159K 0.02% +84 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,616 $137K 0.04% +161 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2,605 $136K 0.14% -4,617 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,462 $129K 0.1% +295 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,442 $127K 0.01% +2,441 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,959 $103K 0.01% -3,005 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,935 $101K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,929 $101K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,819 $95K 0.02% +202 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,662 $87K 0.04% -616 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,573 $82.4K 0.03% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,567 $82.1K 0.04% -129 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,480 $77K 0.03% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,425 $74.4K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,212 $62.9K 0.02% +353 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,132 $59.3K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,061 $55.6K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 740 $38.8K 0.04% +289 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 739 $38.7K <0.01% -327 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 706 $37K <0.01% +561 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 698 $36.3K <0.01% -37 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 634 $33.2K <0.01% +223 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 586 $30.7K 0.01% -333 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 575 $30.1K <0.01% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 301 $26.2K 0.01% +80 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 392 $20.5K 0.02% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 388 $20.3K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 304 $15.9K <0.01% +297 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 286 $15K <0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 257 $13.5K 0.01% -60,527 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 252 $13.2K <0.01% +61 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 225 $12K <0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 207 $10.9K <0.01% +2 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 196 $10.3K 0.01% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 193 $10.1K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 193 $10.1K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 190 $9.95K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 163 $8.54K <0.01% -549 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 141 $7.39K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 141 $7.35K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 106 $5.55K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 103 $5.39K 0.01% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 100 $5.24K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 93 $4.87K <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 86 $4.53K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 79 $4.14K <0.01% new 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 74 $3.88K <0.01% -11 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 69 $3.62K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 63 $3.3K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 60 $3.14K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 42 $2.2K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 40 $2.1K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 34 $1.78K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 21 $1.1K <0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 8 $419 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $105 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -260,969 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.