Systelligence, LLC More: the full row for Systelligence, LLC 176,629 $26.6M 4.92% +16,111 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 164,139 $24.7M 0.01% +147 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 99,471 $15M <0.01% +69,764 13F-HR Timeline Group Members Advisory Group LLC More: the full row for Members Advisory Group LLC 75,548 $11.4M 4.28% -61 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 73,266 $11M 0.37% 0 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 70,328 $10.6M 0.49% +3,811 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 65,167 $9.82M 1.52% +22,709 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 47,984 $7.23M 0.52% +40 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 34,383 $5.18M 0.03% +17,814 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 34,060 $5.13M 0.13% +4,296 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 34,021 $5.12M <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/ 32,294 $4.86M <0.01% +14,871 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 30,042 $4.53M 0.01% +2,455 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 25,056 $3.77M 0.5% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 20,161 $3.04M 0.2% +198 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 19,325 $2.91M 0.12% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 18,746 $2.82M 0.1% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,430 $2.78M <0.01% -26 13F-HR/A Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,129 $2.73M 0.18% -2,259 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,766 $2.67M <0.01% +7,985 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 17,172 $2.59M 0.02% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,726 $2.39M <0.01% -4,223 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 15,018 $2.26M 0.13% +61 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,001 $2.11M <0.01% -40,935 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,888 $2.09M 0.17% +96 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 12,622 $1.9M 0.97% -67 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 12,579 $1.89M 0.33% +77 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,180 $1.83M <0.01% -17,876 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 11,843 $1.78M <0.01% +2,019 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 11,163 $1.68M <0.01% -546 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,798 $1.63M 0.02% -331 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 10,718 $1.61M 0.44% 0 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 9,644 $1.45M 0.97% -20 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 9,308 $1.4M <0.01% +8,398 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,161 $1.38M <0.01% +956 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,982 $1.2M 0.01% +6,081 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,924 $1.19M 0.08% -1,983 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 7,023 $982K 0.34% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,507 $980K 0.04% +1,640 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,952 $897K 0.04% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,731 $863K <0.01% +143 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,546 $835K 0.14% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,951 $745K 0.05% +973 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 4,867 $733K 0.38% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,090 $616K 0.02% -6 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,882 $585K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,716 $560K <0.01% -1,163 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 3,626 $546K 0.24% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 3,464 $522K 0.44% +16 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,986 $450K 0.01% +294 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,545 $383K 0.02% -14 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,506 $377K 0.01% +401 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,061 $310K 0.01% -62 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,762 $265K 0.13% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,650 $249K <0.01% new 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,623 $244K <0.01% -817 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,466 $221K <0.01% -3 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,456 $220K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,444 $217K 0.02% -286 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,346 $203K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,130 $170K 0.01% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,085 $163K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 755 $114K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 729 $110K <0.01% -70 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 649 $98K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 630 $94.9K <0.01% -3,675 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 430 $64.8K <0.01% +280 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 413 $62.2K <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 399 $60K <0.01% -390 13F-HR/A Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 380 $57.2K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 350 $52.7K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 315 $47.4K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 294 $44.3K <0.01% +96 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 186 $28K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 153 $23.1K <0.01% +1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 100 $15.1K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 84 $12.7K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 50 $7.53K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 50 $7.53K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 48 $7.23K <0.01% -49 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 36 $5.47K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 30 $4.52K <0.01% 0 13F-HR Timeline 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.