CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42,219,385 $847M 0.16% -2,567,694 13F-HR/A Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 23,271,924 $467M 1.52% +1,538,235 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,072,480 $61.7M <0.01% -209,012 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,952,929 $39.2M 0.05% -81,861 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,209,049 $24.3M -46,897 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 857,534 $17.2M 0.01% -380,790 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 819,823 $16.5M 0.07% -134,050 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/ 375,626 $7.54M <0.01% -45,306 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 295,938 $5.94M 0.02% -334,582 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 281,174 $5.64M <0.01% -23,129 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 278,653 $5.59M 0.08% +276 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 263,700 $5.29M 0.01% +143,800 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 256,825 $5.15M 0.06% -1,488 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 253,406 $5.09M <0.01% +156,932 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 214,694 $4.31M 0.31% new 13F-HR Timeline Group City State Bank More: the full row for City State Bank 205,384 $4.12M 1.36% +10,200 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 200,000 $4.01M 0.03% 0 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 176,468 $3.54M 2.87% new 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 164,275 $3.3M 2.17% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 136,078 $2.73M <0.01% +2,457 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 135,952 $2.73M 0.68% -105,486 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 120,518 $2.42M 1.29% +1,948 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 111,932 $2.25M <0.01% -25,227 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 109,271 $2.19M 0.2% +69,792 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 106,641 $2.14M 1.52% -3,054 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 105,073 $2.11M 0.05% +1,463 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 90,973 $1.83M <0.01% +4,150 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 84,870 $1.7M 0.01% -28,102 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 80,441 $1.61M 0.04% +8,017 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 78,778 $1.58M <0.01% -7,321 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 78,421 $1.57M 0.04% +963 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 77,770 $1.56M 0.01% -37,036 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 66,409 $1.36M 0.55% +36,135 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 63,825 $1.28M 0.18% -41,227 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 53,624 $1.08M <0.01% -16,753 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 53,046 $1.06M 0.01% +303 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 50,509 $1.01M 0.48% -44,851 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 48,634 $976K 0.61% -725 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 48,627 $976K <0.01% +1,542 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 46,570 $935K 0.01% +36,715 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 46,513 $934K 0.42% -35,944 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 46,310 $929K <0.01% -5,973 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 45,028 $904K 0.01% +1,258 13F-HR Timeline Group RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 44,897 $901K 0.18% +119 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 44,786 $899K 0.09% +22 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 44,106 $885K 0.26% -3,420 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 44,059 $884K <0.01% -61,524 13F-HR/A Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 44,035 $884K 0.19% -24,723 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 42,032 $844K <0.01% -7,160 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 36,574 $734K 0.04% -1,421 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 31,494 $632K 0.01% +14,635 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 30,568 $613K 0.3% +9,002 13F-HR Timeline Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 29,340 $587K <0.01% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 27,949 $561K 0.01% new 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 27,024 $542K 0.39% +1,687 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 26,859 $539K <0.01% +4,603 13F-HR Timeline Group Capital CS Group, LLC More: the full row for Capital CS Group, LLC 26,856 $539K 0.92% +1,517 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 25,109 $504K <0.01% -336 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 24,673 $495K 0.01% -13,286 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 24,229 $486K 0.02% +13,149 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,833 $478K 0.01% -5,283 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 22,882 $459K 0.24% -2,812 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 21,991 $441K 0.16% -1,190 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 21,290 $427K 0.07% -2,418 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,538 $412K 0.01% -11,899 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 20,338 $408K <0.01% -1,184 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 19,587 $393K 0.4% -16,455 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 18,781 $377K <0.01% +324 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 18,731 $376K <0.01% -7,134 13F-HR/A Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 17,821 $358K 0.14% -9,972 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 17,524 $352K 0.37% -2,433 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 17,332 $348K 0.01% -419 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 17,288 $347K <0.01% +1,582 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 17,281 $347K <0.01% -48,160 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,749 $336K <0.01% +2,574 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 16,092 $323K 0.03% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 15,318 $307K <0.01% +4,619 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 14,867 $298K 0.03% -926 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,739 $276K <0.01% new 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,672 $274K <0.01% -2,467 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,641 $274K <0.01% -7,503 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 13,641 $274K <0.01% -7,503 13F-HR/A Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 13,629 $274K <0.01% +2,942 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,591 $273K 0.01% -9,098 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,491 $271K <0.01% +991 13F-HR Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 12,689 $255K 0.04% +33 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 12,685 $255K 0.01% -370 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,482 $251K 0.01% -358 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,220 $245K <0.01% -6,833 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 11,362 $232K 0.23% -283 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 11,437 $230K 0.09% -391 13F-HR/A Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 11,016 $221K 0.33% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,507 $211K 0.01% -35,596 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 10,507 $211K 0.05% -9,581 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,073 $162K 0.12% -9,538 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 7,185 $144K 0.1% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,477 $110K <0.01% +723 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,471 $110K <0.01% -1,747 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,244 $105K 0.04% -3,218 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,020 $101K <0.01% -785 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,868 $97.7K 0.01% +4,172 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4,660 $93.5K 0.04% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,298 $86.3K 0.01% -1,165 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,390 $85.7K <0.01% 0 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 4,283 $85K 0.04% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,050 $81.3K 0.01% -2,000 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,634 $72.9K <0.01% -6,821 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,505 $70.3K 0.07% -1,685 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 3,441 $69.1K 0.02% -25,817 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,376 $67.8K <0.01% -2 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,417 $66.9K <0.01% +3,239 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,015 $60.5K 0.02% -1,138 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,833 $58.3K <0.01% -1,069 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,651 $53.2K <0.01% -12 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,131 $42.8K <0.01% +1,117 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,042 $41K <0.01% -12 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,960 $39.2K <0.01% -4 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,729 $35K <0.01% +529 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,676 $33.6K <0.01% +823 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,665 $33K <0.01% -900 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,356 $27.1K <0.01% +420 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,341 $26.9K <0.01% new 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,335 $26.9K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,332 $26.7K <0.01% +39 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,204 $24.2K <0.01% +209 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,180 $23.7K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,090 $21.9K <0.01% new 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,040 $20.9K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 958 $19.2K 0.01% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 819 $16.4K 0.01% -104 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 765 $15.3K 0.01% +38 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 731 $14.7K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 716 $14.3K <0.01% +226 13F-HR/A Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 620 $12.4K 0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 534 $10.7K <0.01% -1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 525 $10.5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 450 $9.03K <0.01% -584 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 382 $7.67K <0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 318 $6.38K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 316 $6.34K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 301 $6.04K <0.01% new 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 265 $5.32K <0.01% +1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 254 $5.1K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 252 $5.06K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 247 $4.96K <0.01% -87 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 232 $4.78K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 230 $4.62K <0.01% +168 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 228 $4.58K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 224 $4.5K <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 216 $4.33K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 214 $4.29K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 214 $4.29K <0.01% +117 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 251 $4K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 167 $4K <0.01% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 180 $3.61K <0.01% -401 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 177 $3.55K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 165 $3.31K <0.01% +125 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 139 $2.79K <0.01% -23 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 136 $2.73K <0.01% -79 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 132 $2.66K <0.01% -315 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 128 $2.57K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 125 $2.5K <0.01% +70 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 111 $2.23K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 107 $2.16K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 93 $1.87K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 90 $1.81K <0.01% +63 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 88 $1.77K <0.01% -27 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 66 $1.32K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 64 $1.28K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 59 $1.18K <0.01% new 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 41 $1K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 45 $900 <0.01% -2,655 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 44 $883 <0.01% 0 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 42 $843 <0.01% +39 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 40 $803 <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 34 $682 <0.01% -89 13F-HR Timeline Financial Management Professionals, Inc. 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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. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.