Joseph Group Capital Management More: the full row for Joseph Group Capital Management 207,600 $14.3M 3% -1,565 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 138,300 $9.5M <0.01% +14,373 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 92,101 $6.33M 5.66% +1,065 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 72,968 $5.01M <0.01% -1,322 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 68,090 $4.68M <0.01% -4,360 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 59,415 $4.08M <0.01% -2,204 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 53,588 $3.68M 0.47% +74 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 48,443 $3.33M <0.01% -1,338 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/ 38,200 $2.62M <0.01% +1,281 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 32,695 $2.25M <0.01% -451 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 31,784 $2.18M 0.14% 0 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 27,187 $1.87M <0.01% -9,957 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 25,415 $1.75M <0.01% -890 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 20,468 $1.41M 0.07% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,134 $1.38M <0.01% -4,248 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,414 $784K 0.01% 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 9,365 $643K <0.01% +766 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,847 $608K <0.01% -60 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,013 $484K <0.01% +495 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,828 $400K 0.01% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 5,300 $364K 0.05% +266 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 5,152 $354K 0.26% +66 13F-HR Timeline Viaable, LLC More: the full row for Viaable, LLC 5,143 $352K 0.29% 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,768 $328K <0.01% +53 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,092 $281K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,786 $260K 0.01% +319 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,523 $242K <0.01% +1,008 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,502 $241K <0.01% -77 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,478 $239K <0.01% -197 13F-HR Timeline Group WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 3,290 $226K 0.14% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,245 $223K <0.01% -7,142 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,883 $198K <0.01% -67 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,725 $187K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 2,433 $167K 0.03% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,796 $123K <0.01% +100 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,652 $113K <0.01% +6 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,414 $97.1K <0.01% +15 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,302 $89.4K <0.01% -54 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,200 $82.4K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,121 $77K <0.01% -22 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 601 $41.3K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 156 $10.7K 0.01% +2 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 142 $9.75K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 80 $5.5K <0.01% 0 13F-HR Timeline