Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,162,917 $53M 0.55% +195,601 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 783,836 $35.7M 0.01% -7,648 13F-HR Timeline Group Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 754,481 $34.4M 10.84% +74,794 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 725,049 $33.1M 0.1% +40,790 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 705,094 $32.1M 0.01% -44,009 13F-HR Timeline Group Seascape Capital Management More: the full row for Seascape Capital Management 653,229 $29.8M 7.14% +18,436 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 646,329 $29.5M <0.01% +29,358 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 616,118 $28.1M 2.05% +34,890 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 521,491 $23.8M 5.87% -607 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 493,783 $22.5M 0.02% +19,847 13F-HR Timeline Group SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 328,419 $15M 1.93% +278,866 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 306,991 $14M 0.1% -1,625 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 306,991 $14M 0.79% -1,625 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 272,062 $12.4M 0.95% -224,046 13F-HR Timeline Holcombe Financial, Inc. 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More: the full row for Essential Planning, LLC. 22,733 $1.04M 0.29% -1,046 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,439 $1.02M <0.01% +15,167 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,300 $971K <0.01% new 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 20,156 $919K 0.31% +2,084 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 20,114 $917K 0.38% +12,483 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 19,375 $883K 0.42% +600 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 19,134 $872K 0.02% -1,108 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,760 $810K <0.01% -11,585 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 13,670 $623K 0.29% +1,427 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,120 $598K 0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12,378 $564K 0.28% +812 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,304 $561K <0.01% +3,281 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 12,071 $550K 0.13% 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/ 11,465 $523K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,197 $510K <0.01% +89 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,017 $502K <0.01% -7,806 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,018 $502K <0.01% +3,266 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 8,980 $409K 0.03% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 8,812 $402K 0.14% +315 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,704 $397K <0.01% -1,984 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 8,432 $384K 0.07% -113 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 8,273 $377K 0.08% -31 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 7,945 $362K 0.11% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 9,610 $354K 0.13% +6,850 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,590 $346K 0.06% +4,330 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,205 $283K <0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,849 $267K 0.03% +69 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,473 $250K 0.01% +228 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,129 $234K 0.02% -2,584 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,867 $222K 0.01% new 13F-HR Timeline Group First Financial Group Corp More: the full row for First Financial Group Corp 4,695 $214K 0.15% -30 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,500 $205K 0.01% -250 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,374 $154K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,000 $137K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,906 $132K <0.01% +126 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,900 $132K 0.01% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,946 $88.7K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,369 $62.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 505 $23K <0.01% +3 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 500 $22.8K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 486 $22.2K <0.01% +46 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 424 $19.3K <0.01% new 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 308 $14K 0.01% 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 264 $11.9K <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 180 $8.21K <0.01% -500 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 109 $5K <0.01% -55 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 59 $2.69K <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 22 $1K <0.01% 0 13F-HR Timeline Group