BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,757,472 $69.4M 0.01% +763,194 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,744,742 $68.9M 0.02% +259,811 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,523,559 $60.2M 0.06% +56,815 13F-HR Timeline Trust Co More: the full row for Trust Co 1,410,692 $55.7M 5.22% +11,493 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,356,115 $53.5M <0.01% +129,850 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,247,373 $49.2M 0.01% +264,968 13F-HR/A Timeline Group Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 638,363 $25.2M 12.74% +295,904 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 562,151 $22.2M 0.01% +76,876 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 452,808 $17.9M <0.01% +202,932 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 397,836 $15.7M <0.01% +47,158 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 386,601 $15.3M <0.01% +28,451 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 361,686 $14.3M 2.72% +50,961 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 327,311 $12.9M 0.02% +178,077 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 314,251 $12.4M <0.01% +106,838 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 292,207 $11.5M <0.01% +13,723 13F-HR Timeline Group swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 282,890 $11.1M 6.98% +2,480 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 268,363 $10.6M 0.03% -2,483 13F-HR/A Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 256,258 $10.1M 2.82% -1,962 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 232,651 $9.19M 0.05% +58,300 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 230,402 $9.1M 0.22% +167,703 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 230,263 $9.09M 0.25% -10,697 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 227,435 $8.98M 2.11% +32,442 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 222,539 $8.79M 0.1% -13,761 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 218,958 $8.64M 0.02% +85,437 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 211,199 $8.34M 1.71% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 207,668 $8.2M 0.39% +11,898 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 207,100 $8.18M +20,036 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 198,908 $7.85M 0.04% -120,756 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 196,601 $7.76M 4.31% +11,213 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 188,508 $7.44M 0.45% +2,669 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 172,362 $6.8M 0.02% +18,341 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 171,204 $6.76M 0.51% +19,972 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 169,205 $6.68M 3.69% +2,797 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 148,615 $5.87M 0.01% -53,867 13F-HR Timeline Group Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 132,401 $5.44M 2.99% +1,416 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 127,453 $5.03M 0.56% +3,707 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 124,885 $4.93M new Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 115,403 $4.56M 2.68% +12,578 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 114,309 $4.51M <0.01% +30,123 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 102,382 $4.04M 2.08% +89,682 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 96,235 $3.8M 0.08% +8,931 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 85,740 $3.38M 1.96% +3,418 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 84,043 $3.31M 0.01% -5,943 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 74,626 $2.95M <0.01% -26,471 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 75,040 $2.9M <0.01% +1,520 13F-HR/A Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 71,161 $2.81M 0.17% +8,715 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 71,148 $2.81M 0.22% -34,069 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 67,114 $2.65M 0.35% -10,743 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 59,970 $2.37M 0.13% -459 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 58,476 $2.31M <0.01% -2,676 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 57,924 $2.29M 0.61% -51,863 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 58,764 $2.27M <0.01% +4,732 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 56,112 $2.22M 0.51% -11,229 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 55,440 $2.19M 0.24% -47 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 54,702 $2.16M 0.02% -1,771 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 53,788 $2.12M 0.22% -583 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 52,952 $2.09M 0.01% +7,203 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 46,815 $1.85M 0.35% +2,558 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 44,766 $1.73M 0.57% +1,195 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 43,053 $1.7M 0.06% +126 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 42,145 $1.65M 0.01% -4,188 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 41,491 $1.64M 0.6% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 40,804 $1.61M 0.06% +2,094 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 40,690 $1.61M 0.4% +1,574 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 39,209 $1.55M <0.01% -9,073 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 38,867 $1.53M <0.01% -2,074 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 37,773 $1.49M 0.02% +307 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 36,272 $1.43M 0.02% +3,091 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 34,635 $1.37M 0.6% -24,697 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 34,406 $1.36M 0.02% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 33,052 $1.31M 0.01% +5,398 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 33,000 $1.3M 0.36% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,982 $1.3M 0.01% +20,421 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 32,687 $1.29M 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 30,998 $1.22M 0.02% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 26,496 $1.05M 0.08% +1,621 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 25,944 $1.02M 0.63% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 25,289 $998K 0.03% +5,620 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 24,726 $976K 0.01% -1,247 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 24,700 $975K 0.04% +1,500 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,598 $971K 0.07% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 24,179 $947K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 23,719 $936K <0.01% +3,360 13F-HR Timeline Group Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 23,408 $924K 0.8% +3,115 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 20,413 $806K 0.35% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 20,279 $801K <0.01% 0 13F-HR Timeline Group Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 19,862 $784K 0.38% +3,305 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 19,848 $784K 0.03% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 18,892 $746K 0.05% -3,094 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,853 $744K 0.02% +324 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 18,200 $719K 0.02% 0 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,969 $670K 0.01% +297 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 16,941 $669K <0.01% +17 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 16,627 $656K 0.04% +116 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 16,806 $649K 0.02% -65 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 16,421 $648K 0.05% +2,771 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 15,973 $631K 0.41% +3,324 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 15,537 $613K 0.22% +2,289 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,202 $600K 0.01% +4,883 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,025 $593K <0.01% -156,592 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 14,458 $571K <0.01% +14,313 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 Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 13,847 $547K 0.03% -1,889 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,732 $542K 0.02% 0 13F-HR Timeline American Trust More: the full row for American Trust 12,894 $509K 0.04% +141 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 12,547 $495K 0.17% -5,467 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 12,246 $483K <0.01% 0 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 12,006 $474K 0.13% -3,609 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,840 $467K 0.01% +60 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,152 $440K <0.01% +5,249 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,101 $438K 0.01% -829 13F-HR/A Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 11,071 $437K 0.28% -9,592 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 10,856 $429K 0.12% +703 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 10,206 $403K 0.11% +2,930 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,880 $390K 0.12% +4,656 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 9,265 $366K 0.34% +2,055 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 9,127 $360K 0.04% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 9,081 $359K 0.24% -4,251 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 8,821 $348K 0.09% +525 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,702 $343K 0.02% +561 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 8,169 $334K 0.09% -897 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,225 $325K 0.03% +500 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,022 $317K <0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,883 $311K <0.01% +18 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 7,695 $304K 0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,455 $294K 0.06% -125 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,440 $294K <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,305 $288K 0.01% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 6,973 $275K 0.16% +624 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 6,415 $253K 0.07% +5 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,372 $252K 0.06% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,370 $251K 0.01% +125 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 6,200 $245K 0.12% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 5,811 $229K 0.07% -3,451 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,742 $227K 0.05% +14 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,578 $220K 0.08% +27 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,505 $218K 0.01% +4 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,456 $215K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,388 $213K <0.01% +3,774 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,112 $202K 0.01% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,112 $202K 0.06% -3,443 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 5,099 $201K 0.13% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 5,095 $201K 0.12% -301 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 5,084 $201K 0.21% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,070 $200K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,991 $197K <0.01% +223 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,872 $192K <0.01% +1,500 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,772 $188K 0.03% new 13F-HR Timeline Group City State Bank More: the full row for City State Bank 4,143 $164K 0.04% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 4,110 $162K 0.14% -2,125 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,999 $158K <0.01% +749 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,750 $154K 0.09% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,742 $108K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,700 $107K 0.05% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,301 $90.8K <0.01% +1 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,099 $82.9K 0.02% +1,715 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,099 $82.9K 0.02% -1,611 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,884 $74.4K <0.01% +1 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,425 $56.3K <0.01% -190 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,358 $53.6K 0.01% +11 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,320 $52.1K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,270 $50.1K 0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 1,222 $48.2K 0.02% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,212 $47.9K <0.01% -278 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,100 $43.4K 0.01% +77 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,000 $39.5K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 950 $37.5K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 793 $31.3K <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. 647 $25.5K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 599 $23.6K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 530 $20.9K <0.01% -123 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 503 $19.9K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 497 $19.6K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 465 $18.4K <0.01% +4 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 442 $17.5K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 412 $16K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHP Wealth Management More: the full row for SHP Wealth Management 286 $11.3K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 260 $10.3K <0.01% -12,466 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 231 $9.12K <0.01% +2 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 228 $9.01K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 243 $9K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 225 $9K 0.01% +114 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 210 $8.29K <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 $7.9K <0.01% 0 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 185 $7.3K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 182 $7.18K 0.01% -96 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 180 $7.11K <0.01% 0 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 177 $6.99K <0.01% -102 13F-HR Timeline LANARK FINANCIAL, INC. 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