LPL Financial LLC More: the full row for LPL Financial LLC 2,147,252 $87.9M 0.02% +402,510 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/ 1,993,638 $81.7M 0.01% +236,166 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,437,964 $58.9M <0.01% +81,849 13F-HR Timeline Group Trust Co More: the full row for Trust Co 1,400,471 $57.4M 5.18% -10,221 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,322,184 $54.2M 0.01% +74,811 13F-HR Timeline Group Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 690,557 $28.3M 12.92% +52,194 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 567,745 $23.3M 0.59% +337,343 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 529,570 $21.7M 0.01% -32,581 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 490,614 $20.1M <0.01% +37,806 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 438,821 $18M <0.01% +52,220 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 410,325 $16.8M <0.01% +12,489 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 402,997 $16.5M 2.78% +41,311 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 393,938 $16.1M 0.01% -1,129,621 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 354,516 $14.5M 0.02% +27,205 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 318,312 $13M <0.01% +26,105 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 311,928 $12.8M <0.01% -2,323 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 303,249 $12.4M 2.35% +92,050 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 283,700 $11.6M 7.83% +810 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 271,579 $11.1M 0.01% +122,964 13F-HR Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 265,297 $10.9M 2.68% +9,039 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 264,304 $10.8M 0.03% -4,059 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 260,012 $10.6M 2.2% +32,577 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 255,221 $10.5M 0.02% +36,263 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 250,887 $10.3M 0.12% +213,114 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 245,009 $10M 0.24% +14,746 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 220,022 $9.01M +12,922 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 214,873 $8.8M 0.08% -7,666 13F-HR Timeline Group Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 210,909 $8.64M 4.11% +14,308 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 209,455 $8.58M 0.33% +1,787 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 191,018 $7.82M 0.04% -7,890 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 179,521 $7.35M 0.5% +8,317 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 178,952 $7.33M 0.02% +6,590 13F-HR/A Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 172,907 $7.08M 3.5% +3,702 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 150,952 $6.18M 0.12% +110,148 13F-HR Timeline Group Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 138,195 $5.82M 3.02% +5,794 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 135,449 $5.55M +10,564 Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 123,882 $5.07M 2.64% +8,479 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 122,331 $5.01M 0.49% -5,122 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 121,711 $4.98M <0.01% +7,402 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 108,274 $4.43M <0.01% +93,249 13F-HR Timeline Group Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 103,332 $4.23M 2.05% +950 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 91,936 $3.86M 0.01% +7,893 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 91,224 $3.74M <0.01% +16,598 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 90,190 $3.69M 0.07% -6,045 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 89,112 $3.65M 1.96% +3,372 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 88,432 $3.62M 0.42% +21,318 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 82,708 $3.37M 1.14% +41,217 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 78,830 $3.22M <0.01% +3,790 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 78,382 $3.21M 0.21% +7,234 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 70,368 $2.88M 0.03% +46,189 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 70,051 $2.84M <0.01% +11,287 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 67,008 $2.74M 0.03% +30,736 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 64,556 $2.64M 0.01% +11,604 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 64,544 $2.64M 0.13% -123,964 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 60,851 $2.49M 0.01% +18,706 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 57,615 $2.36M 0.02% +2,913 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 53,664 $2.2M 0.43% -2,448 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 53,139 $2.18M 0.02% +20,087 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 48,673 $1.99M 0.35% +1,858 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 46,005 $1.88M 0.06% +2,952 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 43,765 $1.79M 0.01% +38,774 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 43,710 $1.79M 0.51% -1,056 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 42,567 $1.74M 0.38% +1,877 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 40,636 $1.66M 0.38% -17,288 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 39,005 $1.6M 0.06% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 38,795 $1.59M <0.01% -414 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 37,629 $1.54M <0.01% -1,238 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 37,126 $1.52M <0.01% -21,350 13F-HR Timeline Group Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 35,431 $1.45M 0.31% +2,431 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 34,798 $1.43M 0.48% +163 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 34,700 $1.42M 0.05% +10,000 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 34,406 $1.41M 0.02% 0 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 28,418 $1.16M 0.02% +3,129 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 27,168 $1.11M <0.01% +3,449 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 26,934 $1.1M 0.04% +2,336 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 25,974 $1.06M 0.06% -522 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 25,205 $1.03M 0.84% +1,797 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 22,715 $930K 0.03% +2,867 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 21,782 $892K <0.01% +1,503 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,725 $890K 0.01% -3,001 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,643 $886K 0.01% +4,674 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 20,936 $857K 0.02% +2,083 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 20,670 $847K 0.35% +257 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 18,771 $769K 0.05% -121 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 18,200 $745K 0.02% 0 13F-HR Timeline Group PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 16,876 $691K 0.38% +903 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 16,816 $689K 0.04% +189 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 16,806 $687K 0.02% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 16,712 $684K 0.04% +291 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 16,429 $673K <0.01% -512 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 16,299 $668K 0.21% +762 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 14,301 $586K 0.05% -39,487 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 14,122 $578K <0.01% -336 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,046 $575K 0.01% -1,156 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,732 $562K 0.01% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 14,169 $559K 0.1% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 26,036 $551K 0.06% new 13F-HR Timeline American Trust More: the full row for American Trust 13,178 $540K 0.04% +284 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 12,546 $514K 0.16% -1 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,309 $504K <0.01% +4,426 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 12,231 $501K 0.16% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,148 $498K 0.01% +308 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 12,007 $492K 0.12% +1 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,933 $489K 0.02% -1,914 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 11,463 $469K 0.19% -8,399 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,328 $464K 0.01% +227 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 11,256 $461K 0.12% +400 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 11,105 $455K 0.37% +1,840 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 10,736 $440K 0.11% +530 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 10,395 $426K 0.25% -676 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 10,102 $423K 0.05% +8,744 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 10,092 $413K 0.21% +1,011 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 10,023 $411K 0.11% +143 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,974 $409K <0.01% -1,178 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,818 $402K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,601 $393K <0.01% -23,381 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,552 $350K <0.01% new 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,225 $337K 0.03% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,155 $334K 0.03% -972 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,813 $320K <0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,695 $315K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,641 $313K <0.01% -381 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,635 $313K <0.01% +195 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 7,366 $302K <0.01% +3,367 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,305 $299K 0.01% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,269 $298K 0.01% -52,701 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,250 $297K <0.01% new 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 6,959 $285K 0.06% -1,862 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,900 $283K 0.01% +530 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,730 $276K 0.05% +358 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,522 $267K <0.01% new 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 6,423 $263K 0.07% +8 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,347 $260K 0.02% +891 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 6,200 $254K 0.04% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,903 $242K 0.01% +791 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,749 $240K 0.06% -2,420 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,763 $236K 0.04% +21 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 5,754 $236K 0.16% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,700 $233K 0.1% -500 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,683 $233K <0.01% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,621 $230K 0.07% +43 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 5,542 $227K 0.13% +443 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 5,526 $226K 0.06% -285 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,497 $225K <0.01% +109 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,391 $220K 0.01% -114 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 5,262 $216K <0.01% new 13F-HR Timeline Group Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 5,010 $205K 0.14% -85 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,008 $205K <0.01% new 13F-HR Timeline Group PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,990 $204K 0.2% -94 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,947 $203K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,872 $200K <0.01% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 4,143 $170K 0.04% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 4,060 $166K 0.13% -50 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,939 $120K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,742 $112K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,712 $111K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,700 $111K 0.05% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 2,590 $108K 0.01% 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 2,492 $102K 0.1% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,303 $94.3K <0.01% +2 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,254 $92.3K <0.01% -230,397 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,110 $86.4K 0.02% +11 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,887 $77.3K <0.01% +3 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,700 $69.6K <0.01% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,621 $66.4K 0.01% +1,378 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,493 $61.1K 0.02% -606 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,410 $57.8K <0.01% +198 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,375 $56.3K <0.01% -50 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,320 $54.1K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,270 $52K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,241 $50.8K 0.02% +141 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 1,222 $50K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,120 $45.9K <0.01% +120 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,040 $42.6K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 898 $36.8K 0.01% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 877 $35.9K 0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 793 $32.5K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 736 $30.5K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 647 $26.5K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 632 $26K 0.02% +407 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 605 $24.8K <0.01% +395 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 534 $21.9K <0.01% +31 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 497 $20.4K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 471 $19.3K <0.01% +6 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 442 $18.1K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 302 $12.4K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 286 $11.7K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 273 $11.2K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 257 $10.6K <0.01% -273 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 234 $9.59K <0.01% +3 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 228 $9.35K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 200 $8.19K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 192 $8K <0.01% -220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Networth Advisors, LLC More: the full row for Networth Advisors, LLC 187 $7.66K <0.01% +5 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 186 $7.62K 0.01% 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 177 $7.25K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 145 $5.95K <0.01% +21 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 145 $5.94K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 121 $4.94K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 108 $4.44K <0.01% -55,332 13F-HR Timeline