Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,964,122 $193M 6.34% +179,390 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,659,366 $181M 0.05% +240,799 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,891,010 $73.5M 0.01% +261,339 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,436,571 $55.9M 1.55% +23,804 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,244,471 $48.4M 0.13% +154,297 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 998,622 $38.8M 0.01% +139,585 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 996,441 $38.8M 0.21% +6,672 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 853,141 $33.2M 4.59% -11,793 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 738,575 $28.7M 0.1% +38,962 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 735,598 $28.6M 0.03% -144,934 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 726,946 $28.3M 8.71% +19,931 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 689,929 $26.8M -11,382 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 668,387 $26M 0.02% +48,495 13F-HR/A Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 588,371 $22.9M 5.92% +8,850 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 585,940 $22.8M 1.47% +69,750 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 557,610 $21.7M 0.01% -4,466 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 551,061 $21.4M 1.01% +103,598 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 389,481 $15.1M 3.59% +23,377 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 382,246 $14.9M +160,417 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 366,846 $14.3M <0.01% +39,011 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 365,898 $14.2M 0.02% -17,870 13F-HR Timeline Group Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 364,567 $14.2M 2.83% +8,183 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 330,522 $12.9M 0.01% +35,450 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 294,144 $11.4M 0.03% +23,224 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 260,068 $10.1M 1.89% +6,973 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 209,654 $8.15M <0.01% +2,255 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 206,239 $8.02M <0.01% +49,436 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 199,179 $7.75M 0.05% +28,853 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 190,161 $7.4M 0.98% +10,712 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 186,018 $7.23M 0.01% -213,982 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 167,247 $6.5M 0.03% +23,406 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 159,618 $6.21M 1.63% new 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 152,053 $5.91M 2.98% +18,545 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 145,513 $5.66M 0.01% -599 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 142,970 $5.56M 0.01% new 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 139,074 $5.41M 0.13% 0 13F-HR Timeline Group Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 138,841 $5.4M 3.85% +25,049 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 138,020 $5.37M 0.32% -13 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 132,641 $5.15M <0.01% +7,847 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 124,772 $4.85M 0.01% -10,445 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 121,735 $4.73M 1.57% -4,942 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 118,931 $4.63M 2.67% -559 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 116,370 $4.53M 1.15% +5,136 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 113,743 $4.42M 0.01% +47,701 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 113,301 $4.41M 0.02% -5,064 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 108,093 $4.2M 0.01% -248 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 106,746 $4.15M 0.09% -1,004 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 104,662 $4.07M 1.55% -1,172 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 96,685 $3.76M 0.02% +17,209 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 89,476 $3.5M 0.13% -5,143 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 88,447 $3.44M 0.16% +842 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 81,431 $3.17M 0.43% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 75,229 $2.93M 0.04% +1,062 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 74,457 $2.9M 0.07% +1,724 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 68,707 $2.67M 0.29% +6,446 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 68,014 $2.65M 0.05% +9,410 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 66,230 $2.58M 1.14% +11,899 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 54,168 $2.11M 0.79% +16,014 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 53,504 $2.08M 1.09% +7,771 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 53,027 $2.06M 1.49% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 50,557 $1.97M 0.23% -3,284 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 45,000 $1.75M 0.64% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 43,936 $1.71M 0.43% -13,525 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 43,876 $1.71M 0.06% +4,940 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 42,805 $1.66M 0.01% +318 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 42,189 $1.64M 0.03% +13,189 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 41,086 $1.6M 0.03% -1,067 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 40,075 $1.56M 0.54% +3,508 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 39,869 $1.55M 0.31% -482 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 37,739 $1.47M 1.52% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 35,775 $1.39M 0.03% +2,910 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 32,374 $1.26M 0.01% +19,942 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 29,733 $1.16M 0.83% 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 29,655 $1.15M 0.65% +7,613 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 28,960 $1.13M 0.96% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 26,492 $1.03M 0.01% +3,972 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 26,473 $1.03M 0.01% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 26,172 $1.02M 0.05% -212 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 26,113 $1.02M 0.01% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 24,855 $967K 0.16% +3,088 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 24,624 $958K +92 Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 24,448 $914K <0.01% 0 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 21,571 $839K 0.19% +1,547 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 20,221 $786K 0.05% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,217 $786K 0.02% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 20,180 $785K 0.06% -115 13F-HR Timeline CX Institutional More: the full row for CX Institutional 20,110 $782K 0.02% -3,260 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 20,096 $782K 0.03% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 19,437 $756K 0.16% -2,669 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,313 $751K 0.02% +13 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 18,351 $714K 0.08% -78 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 18,160 $706K 0.17% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 18,030 $701K 0.03% new 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 17,410 $677K 0.02% +11,465 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 17,324 $674K 0.48% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 16,467 $640K <0.01% +6,361 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 16,062 $625K 0.06% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,310 $595K 0.02% +455 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 13,374 $520K 0.28% +600 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,504 $486K 0.02% +897 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,382 $482K 0.01% +2,523 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,026 $468K <0.01% new 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 11,489 $447K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 10,013 $389K <0.01% +3,748 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,507 $370K <0.01% -870 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 8,976 $349K <0.01% +2,736 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 8,881 $345K 0.24% +49 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 8,820 $343K 0.1% +899 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 8,767 $341K 0.18% +820 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,729 $339K 0.01% -95 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,663 $337K 0.14% +4 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,523 $331K 0.01% new 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 8,444 $328K 0.14% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,324 $324K 0.03% -349 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 7,720 $318K 0.15% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 8,135 $316K 0.07% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,050 $313K <0.01% new 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 7,834 $305K 0.22% +1,167 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 7,615 $296K 0.08% -376 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,488 $291K 0.08% -87 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,169 $279K <0.01% +3,300 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,442 $251K <0.01% -492 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,157 $239K 0.01% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,136 $239K 0.13% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,949 $231K <0.01% +55 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,772 $224K 0.01% +1 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,606 $218K <0.01% -3 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,600 $218K 0.01% +100 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 5,436 $211K 0.08% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,336 $208K 0.02% +45 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,326 $207K 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 4,600 $179K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,596 $179K <0.01% +4,346 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,630 $141K <0.01% +3,304 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,574 $139K <0.01% new 13F-HR/A Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,130 $122K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,010 $117K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,700 $105K <0.01% -260 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,373 $92.3K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,000 $77.8K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,987 $77.3K 0.02% +37 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,929 $75K <0.01% -2,645 13F-HR/A Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,826 $71K <0.01% +444 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,592 $61.9K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,316 $51.2K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,208 $47K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,082 $42.1K <0.01% +250 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 959 $37.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 945 $36.8K <0.01% +855 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 715 $27.8K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 668 $26K <0.01% +7 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 620 $24.1K 0.01% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 600 $23.3K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 429 $16.7K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 407 $15.8K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 403 $15.7K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 379 $14.7K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 250 $9.72K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 246 $9.57K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 243 $9.45K 0.01% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 189 $7.35K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 123 $4.79K <0.01% +2 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 100 $3.89K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 70 $2.72K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 40 $1.56K <0.01% -22 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2 $81 <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.