Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 1,334,706 $31.6M 2.69% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 778,673 $18.4M <0.01% new 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/ 725,818 $17.2M <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 330,416 $7.82M <0.01% new 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 305,375 $7.22M 1.07% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 209,484 $4.95M <0.01% new 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 168,195 $3.98M 1.02% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 161,701 $3.82M <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 129,851 $3.07M <0.01% new 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 108,456 $2.57M 0.02% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 107,605 $2.55M <0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 104,207 $2.46M 0.04% new 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 92,615 $2.19M 1.63% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 89,772 $2.12M <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 89,096 $2.11M <0.01% new 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 64,586 $1.53M <0.01% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 54,124 $1.28M 0.02% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,962 $898K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 31,383 $742K new Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 28,155 $666K <0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 26,228 $620K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,977 $543K <0.01% new 13F-HR/A Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 19,301 $445K 0.19% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 18,081 $428K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,863 $423K <0.01% new 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 13,780 $326K <0.01% new 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,192 $312K 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. 13,104 $310K <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,444 $294K <0.01% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 11,355 $269K 0.04% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 10,550 $250K 0.03% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,498 $248K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,621 $109K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,703 $87.6K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,616 $85.5K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 793 $18.8K <0.01% new 13F-HR Timeline Group