LPL Financial LLC More: the full row for LPL Financial LLC 5,720,162 $208M 0.05% +727,112 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,895,195 $142M +2,658,710 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,597,116 $131M 0.04% +325,910 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,254,326 $118M 0.14% +591,028 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 2,889,702 $105M 1.48% +692,461 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,732,095 $99.4M 0.02% +1,734,428 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,547,728 $56.3M 0.01% -185,845 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,494,633 $54.4M 0.07% +187,517 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,294,350 $47.1M 0.04% +466,897 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,165,412 $42.4M 0.26% +33,873 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,113,313 $40.2M 0.02% +382,588 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 994,569 $36.2M 2.65% +2,188 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 940,604 $34.2M 0.07% +375,039 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 886,486 $32.6M 7.33% +365,746 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 861,481 $31.3M 3.5% +35,660 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 800,977 $29.1M 0.07% +195,581 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 663,109 $24.1M 0.13% +107,935 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 635,086 $23.1M 0.62% +163,962 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 576,001 $21M 0.06% +48,584 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 548,717 $20M 0.02% +51,948 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 426,147 $15.5M 0.96% +95,585 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 383,755 $14M 1.4% +23,008 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 344,916 $12.6M 0.06% -145,585 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 333,462 $12.1M 0.79% -67,457 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 308,806 $11.3M 0.05% +145,218 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 304,485 $11.1M 2.03% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 279,816 $10.2M 0.01% -123,658 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 261,798 $9.53M 0.06% +65,799 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 249,748 $9.09M 0.08% +189,924 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 248,543 $9.04M 0.05% +2,564 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 245,150 $8.92M 0.07% +10,529 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $8.63M 2.06% new 13F-HR Timeline Amount filed as zero, left out of ratios. INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 220,470 $8.02M 0.15% +11,352 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 218,396 $7.95M 0.01% +126,231 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 217,272 $7.91M 0.15% +47,691 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 216,717 $7.89M 0.02% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 211,251 $7.69M 0.22% +11,520 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 201,015 $7.31M 1.41% +186,591 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 200,396 $7.29M <0.01% +126,255 13F-HR Timeline Group J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 191,062 $6.95M 1.31% +49,006 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 178,294 $6.49M 0.03% +17,352 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 175,431 $6.38M +73,071 Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 174,302 $6.34M 1.55% +18,095 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 172,361 $6.27M 2.25% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 171,369 $6.24M 0.16% +132,081 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 167,122 $6.08M 2.91% +7,982 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 161,639 $5.88M 1.82% +465 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 150,369 $5.47M 0.01% +19,712 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 149,384 $5.44M 0.69% +32,629 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 149,373 $5.44M 0.35% -16,863 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 146,055 $5.37M 0.06% +12,058 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 143,932 $5.24M 2.86% +2,163 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 139,523 $5.08M 0.01% +63,513 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 138,730 $5.05M 0.08% +15,099 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 136,445 $4.97M 3.13% +847 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 129,851 $4.73M 0.56% +23,979 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 128,974 $4.69M 0.04% +78,714 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 125,356 $4.56M 0.03% +8,926 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 99,564 $3.62M <0.01% -38,119 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 97,220 $3.54M 0.05% +16,857 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 95,119 $3.46M 0.02% +83,653 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 94,744 $3.45M 0.07% +60,456 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 93,420 $3.4M 0.03% +85,229 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 92,561 $3.37M 1.04% +3,761 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 87,912 $3.2M 0.04% +16,666 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 87,857 $3.2M 0.01% +38,100 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 77,275 $2.78M 1.19% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 74,066 $2.7M 0.25% +26,347 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 67,837 $2.47M 0.12% -1,170 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 67,507 $2.46M <0.01% +9,226 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 65,841 $2.4M 0.02% +64,475 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 65,696 $2.39M 0.05% +17,345 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 65,639 $2.39M 0.49% 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 61,884 $2.25M 0.5% +8,367 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 61,341 $2.23M 0.11% +49,949 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 61,191 $2.23M 0.11% +10,582 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 60,122 $2.19M 0.17% -13,288 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 56,150 $2.06M 0.05% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 55,232 $2.05M 0.11% +8,042 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 55,591 $2.02M 0.1% -14,525 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 51,665 $1.88M 0.03% +28,544 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 51,227 $1.86M 0.85% +5,639 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 49,881 $1.82M 3.52% -2,949 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 49,478 $1.8M 0.57% +7,609 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 48,212 $1.75M 0.06% +17,182 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 45,706 $1.66M 0.31% +551 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 44,471 $1.62M 0.51% +10,066 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 44,344 $1.61M <0.01% +22,875 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 46,625 $1.58M 0.03% +5,633 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 42,976 $1.56M 0.06% -44,630 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 42,688 $1.55M <0.01% -47,649 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 41,242 $1.5M 0.02% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 41,202 $1.5M 0.02% new 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 40,985 $1.49M <0.01% +857 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 40,599 $1.48M 0.01% +38,738 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 40,266 $1.47M 0.02% +34,039 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 40,627 $1.46M <0.01% +17,799 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 37,130 $1.35M 0.47% +5,324 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 36,919 $1.34M 0.01% +20,526 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 36,828 $1.34M 0.02% +5,796 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 35,885 $1.31M 0.34% +25,549 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 35,852 $1.3M 0.02% -3,854 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 32,927 $1.2M 0.01% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 32,854 $1.2M 0.19% +2,185 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 32,692 $1.19M 0.06% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 32,310 $1.18M 0.07% +26,215 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 29,818 $1.09M 0.59% +569 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 29,305 $1.07M 0.09% +17,087 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 28,651 $1.04M 0.03% +3,463 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 28,325 $1.03M <0.01% +11,608 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 27,702 $1.01M <0.01% +25,471 13F-HR Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 27,004 $983K 0.37% -2,610 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 25,815 $939K 0.55% new 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 24,943 $908K 0.31% +2 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 24,838 $904K 0.02% +12,497 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 24,698 $899K 0.01% +4,514 13F-HR Timeline Group Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 24,263 $883K 0.39% +1,701 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 23,855 $868K 0.03% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 23,736 $864K 0.16% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 22,872 $832K <0.01% +6,617 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 22,013 $801K 0.27% +1,210 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 21,788 $793K 0.13% +4,263 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 21,250 $773K 0.07% -568 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 21,073 $767K 0.03% -4,972 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 20,424 $743K 0.01% +4,352 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 20,350 $741K 0.18% +4,968 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 19,988 $727K 0.03% -644 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 19,970 $727K 0.05% +4,454 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 19,617 $714K 0.23% +1,333 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 19,167 $697K <0.01% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 17,986 $655K 0.01% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 17,901 $651K <0.01% new 13F-HR Timeline Group LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 17,839 $649K 0.63% 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,470 $636K <0.01% +10,957 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 17,431 $634K 0.07% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 16,925 $616K 0.03% +94 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 16,827 $612K 0.1% +3,405 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 16,206 $590K 0.26% -443 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,452 $562K 0.02% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,282 $556K 0.01% new 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 15,085 $549K 0.07% +7,425 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 14,525 $529K 0.27% 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 14,165 $515K 0.1% +4,602 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 13,916 $506K 0.03% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,866 $505K 0.02% +4,385 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,858 $490K 0.04% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 12,998 $473K 0.03% -159 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,888 $469K 0.06% +859 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 12,808 $466K 0.27% +8 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 12,579 $458K 0.21% +1 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,055 $439K 0.01% +1,358 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,748 $428K 0.01% new 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 11,476 $418K 0.2% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,408 $415K 0.02% +2,392 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,133 $405K 0.02% new 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 11,025 $401K 0.05% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,736 $391K 0.03% +3 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,271 $374K 0.01% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 9,807 $357K 0.01% -287,754 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 9,768 $355K <0.01% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,757 $355K <0.01% +700 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,546 $347K 0.07% -672 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 8,800 $320K 0.26% +300 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 8,521 $310K 0.04% new 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 8,512 $310K 0.22% +5 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,435 $307K <0.01% 0 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,308 $302K 0.04% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 8,294 $302K 0.13% -538 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,060 $293K 0.03% +4,860 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 8,026 $292K 0.24% +16 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,960 $290K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,931 $289K 0.01% +3 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,924 $288K 0.02% new 13F-HR Timeline Group Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 7,668 $273K 0.11% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,266 $264K 0.02% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 7,128 $259K 0.06% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 7,076 $257K 0.1% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,029 $256K 0.03% +4 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,000 $255K 0.04% new 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 6,799 $247K 0.21% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,748 $246K <0.01% new 13F-HR Timeline Group Vantus Wealth LLC More: the full row for Vantus Wealth LLC 6,708 $244K 0.13% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,459 $235K 0.02% +3,484 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,450 $235K 0.01% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,125 $223K 0.03% -2,210 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 5,961 $217K 0.04% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,780 $210K <0.01% new 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. 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