AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,088,724 $38M 4.43% +66,502 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 927,060 $32.3M 4.82% +5,435 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 724,081 $25.3M +616,111 Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 673,835 $23.5M 5.72% +32,949 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 566,520 $19.8M 1.29% -18,327 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 529,885 $18.5M 2.78% -2,100 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 425,674 $14.9M 12.74% +32,149 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 380,140 $13.3M 3.76% -24,466 13F-HR/A Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 315,058 $11M 6.88% +17,857 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 298,219 $10.4M 0.17% -2,894 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 274,128 $9.57M 0.04% +307 13F-HR Timeline Group Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 240,155 $8.38M 0.82% +43,809 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 208,142 $7.26M 0.86% +11,082 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 201,059 $7.01M 5.59% +3,192 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 189,147 $6.6M 0.01% +179,007 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 183,809 $6.41M 0.12% new 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 178,472 $6.23M 1.79% +25,131 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 172,182 $6.01M 0.59% -5,514 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 153,698 $5.36M 2.57% -22,278 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 152,645 $5.33M 0.01% +59,318 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 145,511 $5.08M 0.01% +8,735 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 145,123 $5.06M 0.01% +1,285 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 145,116 $4.9M 0.17% +31,754 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 138,651 $4.84M 3.57% +25,909 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 121,194 $4.23M 0.05% +7,492 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 113,563 $3.96M 0.94% -90,850 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 111,476 $3.89M 0.32% -17,951 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 101,655 $3.55M 0.88% +4,650 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 98,037 $3.42M 2.22% +3,186 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 94,097 $3.28M 0.36% +8,052 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 88,587 $3.09M 0.08% +11,009 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 88,405 $3.08M 2.13% -52 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 86,646 $3.02M 0.82% +3,735 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 81,779 $2.85M 0.35% -11,649 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 81,458 $2.84M 0.02% +555 13F-HR/A Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 76,922 $2.68M 0.07% +2,051 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 73,217 $2.55M 0.05% +17,422 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 71,790 $2.5M 0.14% -8,229 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 70,628 $2.46M 1.74% +6,873 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 69,950 $2.44M 0.22% +1,360 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 68,135 $2.38M 1.36% +21,237 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 67,468 $2.35M 0.08% +14,048 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 65,891 $2.3M 0.33% +5,553 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 62,926 $2.2M 0.01% -270 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 59,128 $2.06M 0.01% -40,446 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 56,217 $1.96M 0.54% +451 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 52,202 $1.82M <0.01% +12,358 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 50,130 $1.75M 0.85% +186 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 48,416 $1.69M 1.14% -3,445 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 47,671 $1.67M 0.71% +4,389 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 47,787 $1.67M 0.54% +4,446 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 45,841 $1.6M 0.19% +161 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 45,736 $1.6M 0.3% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 45,436 $1.59M 0.51% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 43,103 $1.5M <0.01% +4,311 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 42,949 $1.44M 0.59% +15,180 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 40,712 $1.42M 0.18% +3,036 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 37,807 $1.32M 0.11% -4,579 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 35,753 $1.25M 0.74% +14,437 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 35,003 $1.22M 0.91% -159 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 32,245 $1.18M 0.57% -254 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 32,014 $1.12M <0.01% new 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 31,207 $1.09M 0.01% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 30,659 $1.07M 0.15% +6,457 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for TCI Wealth Advisors, Inc. 22,853 $797K 0.06% +594 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 20,031 $744K 0.02% +1,041 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 21,068 $735K 0.17% -626 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 21,000 $733K 0.38% -689 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 20,971 $732K 0.01% -1,365 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 20,632 $720K 0.48% +758 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 20,583 $718K 0.06% new 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 20,566 $718K 0.58% -2,248 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 18,974 $662K 0.33% -5,568 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 18,237 $636K <0.01% new 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 17,859 $623K 0.35% 0 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 17,370 $606K 0.41% +10,180 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 16,795 $586K 0.39% -30 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 15,777 $550K 0.11% +3,670 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 15,774 $550K 0.02% new 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 15,576 $543K 0.19% +3,635 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 15,052 $525K 0.29% -401 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 15,030 $524K 0.16% +373 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 14,876 $519K 0.27% -4,158 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 14,601 $509K 0.15% +133 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 15,102 $505K 0.11% -1,838 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 13,707 $478K 0.23% +3 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 13,642 $476K 0.19% new 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 13,494 $471K 0.08% +34 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 13,349 $466K 0.06% -8 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 13,100 $457K 0.14% 0 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 12,987 $453K 0.29% +1,663 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12,987 $453K 0.03% +1,930 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,624 $440K 0.01% -300 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,317 $430K <0.01% +152 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 12,274 $428K 0.14% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 12,114 $422K 0.19% +1,427 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 12,074 $421K 0.77% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,560 $403K 0.03% +357 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10,977 $383K 0.24% -182 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 10,957 $382K 0.21% +3,363 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 10,781 $376K 0.13% +2,450 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,755 $375K <0.01% +6 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10,620 $371K 0.04% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,410 $363K <0.01% +351 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,336 $361K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10,260 $358K 0.06% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 10,234 $357K 0.4% +1,907 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,593 $352K 0.03% new 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 10,054 $351K 0.11% +105 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 9,924 $346K 0.2% 0 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 9,719 $339K 0.16% -729 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,558 $333K <0.01% 0 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,308 $325K 0.02% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 9,100 $317K 0.07% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 8,555 $298K 0.1% -981 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 7,577 $298K 0.27% 0 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,344 $291K <0.01% +4,114 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,316 $290K 0.02% 0 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 7,700 $271K 0.04% -300 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 7,605 $265K 0.08% +19 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 7,429 $259K 0.23% +98 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,055 $255K <0.01% +10 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 7,251 $253K 0.05% +65 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 7,249 $253K 0.08% +56 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 7,224 $252K 0.11% -778 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 7,205 $251K 0.03% new 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 7,096 $248K 0.13% +17 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 6,993 $244K 0.11% +377 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 6,698 $234K 0.12% -3 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,695 $234K <0.01% new 13F-HR Timeline Group Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 6,634 $231K 0.16% -794 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,585 $230K 0.11% +139 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,435 $225K 0.01% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 6,425 $224K 0.09% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,344 $221K 0.09% -76 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,314 $220K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 6,203 $216K 0.11% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,181 $216K 0.13% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 5,996 $209K 0.03% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,937 $207K 0.01% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,526 $193K 0.08% +313 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,421 $154K 0.01% +11 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 4,022 $140K 0.02% +818 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,848 $134K 0.05% +371 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,764 $131K 0.09% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,374 $118K 0.05% -64 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,305 $115K 0.03% +1,467 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,077 $107K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,016 $105K <0.01% -69 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,878 $100K <0.01% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,879 $96.9K 0.04% -394 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,420 $84.4K 0.01% 0 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,862 $65K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,415 $49.4K <0.01% -205 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,374 $47.9K <0.01% new 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1,305 $45.5K 0.04% +11 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,300 $45.4K 0.03% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,049 $36.6K 0.03% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 713 $24.9K 0.01% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 701 $24.5K 0.02% new 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 587 $21.9K 0.02% +2 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 624 $20.5K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 522 $18.2K <0.01% -34 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 193 $6.73K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 166 $6K <0.01% new 13F-HR/A Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 150 $5.23K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 129 $4.5K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 102 $3.54K <0.01% +1 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 76 $2.65K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $60 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 4 $89.7K -2,728 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.