MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,624,765 $106M 4.97% +181,740 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/ 1,535,349 $99.9M 0.01% -16,129 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 884,309 $57.6M <0.01% -160,347 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 875,815 $57M 0.55% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 830,743 $54.1M 0.01% -24,683 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 789,777 $51.4M 0.1% -265,924 13F-HR Timeline Group CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 764,715 $49.8M 10.32% +101,059 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 736,865 $48M 0.65% -170,190 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 463,578 $30.2M 0.69% -115,205 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 433,355 $28.2M 0.02% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 369,723 $24.1M 0.09% +4,749 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 335,469 $21.8M 5.47% +4,747 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 275,654 $17.9M 8.03% -107,949 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 260,730 $16.9M 0.01% +3,052 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 254,318 $16.6M 5.91% -276,080 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 227,755 $14.8M 0.43% +22,447 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 221,743 $14.4M 0.2% -104,706 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 220,523 $14.4M 3.53% +152,581 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 219,406 $14.3M 0.03% -712 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 208,896 $13.6M 0.01% -41,807 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 221,145 $13.3M 6.21% +39,455 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 190,626 $12.4M 0.03% +2,887 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 185,197 $12.1M <0.01% -2,856 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 177,530 $11.6M 0.1% new 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 177,514 $11.6M 0.1% +19,223 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 174,551 $11.4M <0.01% +9,383 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 167,592 $10.9M 0.03% new 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/ 164,104 $10.7M 0.01% +304 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 160,476 $10.4M <0.01% +73,870 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 158,645 $10.3M 0.42% +52,230 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 128,316 $8.35M 2.95% +14,318 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 126,670 $8.24M 0.55% -64,925 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 122,588 $7.98M 0.7% +79,101 13F-HR Timeline Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 121,134 $7.88M 8% +7,642 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 109,672 $7.14M <0.01% -25,400 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 108,677 $7.07M <0.01% +14,341 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 106,334 $6.92M 0.01% +60,928 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 95,810 $6.24M 0.07% -489 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 92,337 $6.01M 2.35% -42,838 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 92,039 $5.99M 0.01% -3,418 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 91,887 $5.98M 0.08% +35,710 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 86,178 $5.61M <0.01% -6,070 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 83,323 $5.42M 0.01% -35,648 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 81,037 $5.27M 1.07% -14,400 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 80,291 $5.23M 8.13% -317 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 79,468 $5.17M 0.99% +12,891 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 74,544 $4.85M 0.23% +2,539 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 72,509 $4.73M 0.02% +21,011 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 69,830 $4.54M <0.01% +1,440 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 65,553 $4.27M 0.01% +48,052 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 67,078 $3.95M 2.64% +11,154 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 60,230 $3.92M <0.01% -160,821 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 56,444 $3.67M 0.51% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 52,741 $3.43M 0.06% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 52,154 $3.39M <0.01% -123,728 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 47,211 $3.07M 0.08% +47,203 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 48,465 $2.98M 0.36% +18,000 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 43,247 $2.81M 0.09% +300 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 38,582 $2.55M <0.01% +9,852 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 38,089 $2.48M 0.05% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 35,302 $2.3M 0.06% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 35,119 $2.29M 0.28% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 31,299 $2.04M 0.04% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 28,575 $1.86M 0.63% +5,401 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 27,219 $1.77M 0.18% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 24,564 $1.6M <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 24,288 $1.58M <0.01% +20,166 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 23,637 $1.54M 0.9% +747 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 23,579 $1.53M 1.52% -3,402 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 22,686 $1.48M 0.01% +2,610 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 22,561 $1.47M <0.01% -12,851 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 21,976 $1.43M 0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 21,026 $1.37M <0.01% -1,077 13F-HR Timeline Group Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 21,004 $1.37M 0.22% -87,572 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 18,894 $1.27M 0.71% -11,460 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 19,109 $1.24M 0.11% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,051 $1.11M <0.01% -214,140 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 16,765 $1.09M 0.03% -5,271 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 17,624 $1.05M 0.32% +624 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 15,897 $1.03M 0.54% -13,932 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,053 $980K 0.01% -444 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 14,809 $964K <0.01% +13,915 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,629 $952K <0.01% -13,336 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,356 $934K <0.01% +375 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,829 $900K <0.01% +12,177 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,588 $900K <0.01% -4,091,654 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 14,322 $885K 0.19% +1,472 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 12,792 $833K 0.1% -37,348 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,650 $823K 0.01% +1,162 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,172 $791K 0.04% +1,000 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 11,413 $743K 0.28% -2,969 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,202 $729K <0.01% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 11,147 $725K 0.04% -21,346 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 10,825 $704K 0.45% -15,864 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,814 $704K <0.01% -5,817 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,175 $696K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,536 $686K 0.02% +124 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 9,509 $619K 0.11% +1,318 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,923 $581K 0.01% -1,638 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,910 $580K 0.04% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 8,859 $577K 0.05% +884 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,731 $568K <0.01% -5,927 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 8,397 $546K 0.16% +455 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,354 $544K 0.05% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 8,120 $528K 0.01% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 7,956 $518K 0.2% -336 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,285 $474K 0.05% 0 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 7,092 $462K 0.33% +1,012 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,914 $450K 0.05% +310 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,827 $444K <0.01% +3,017 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,600 $430K 0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,235 $406K <0.01% -38 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 6,226 $405K 0.02% -4,018 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 6,101 $397K 0.03% -1,849 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,093 $397K 0.06% -1,271 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 6,084 $396K 0.18% +570 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 6,064 $395K 0.07% +1,136 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 6,050 $394K 0.05% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,007 $391K 0.01% new 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 6,439 $383K 0.25% -50 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,750 $374K <0.01% -5 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,354 $348K 0.02% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,340 $348K <0.01% +645 13F-HR/A Timeline Group Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 5,250 $342K 0.27% -6,814 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,764 $310K -45,559 Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,679 $305K 0.08% -1 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,646 $302K 0.05% -942 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,601 $299K 0.05% -506 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,590 $299K <0.01% -1,500 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,348 $283K <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,256 $277K 0.01% -14,455 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 4,188 $273K 0.06% -5,312 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,865 $252K 0.23% +41 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,850 $251K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,835 $250K 0.18% +84 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 3,767 $245K 0.18% +9 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,609 $235K 0.16% -4,395 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,500 $228K 0.02% 0 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 3,474 $226K 0.13% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 3,414 $222K 0.03% -1,350 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 3,400 $221K 0.22% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,194 $208K <0.01% -94 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 3,155 $205K 0.03% +37 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,118 $203K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,070 $200K 0.02% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,660 $173K <0.01% -333 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,041 $133K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,025 $132K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,650 $107K <0.01% -150 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,445 $105K <0.01% new 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1,488 $96.8K 0.01% -344,345 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,440 $93.7K 0.01% new 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 1,413 $92K 0.06% +138 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,112 $72.4K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 876 $57K <0.01% -1,786 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 794 $51.7K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 711 $46.3K <0.01% -733 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 700 $45.6K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 618 $40.2K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 588 $38.3K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 536 $34.9K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 485 $31.6K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 404 $26.3K 0.02% +6 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 400 $25.4K <0.01% +216 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 336 $21.9K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 327 $21.3K <0.01% +309 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 307 $20K <0.01% +300 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 237 $15.4K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 232 $15.1K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 208 $13.5K <0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 200 $13K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 181 $11.8K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 130 $8.46K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 115 $7.48K <0.01% -83,260 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 114 $7.42K <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 100 $6.34K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 80 $5.21K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 72 $4.69K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 68 $4.42K <0.01% -1,244 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 40 $2.6K <0.01% 0 13F-HR Timeline Group Markowski Investments More: the full row for Markowski Investments 23 $1.5K <0.01% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 19 $1.24K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 15 $976 <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 11 $723 <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 9 $586 <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 7 $459 <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5 $325 <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1 $65 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 0 $14 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.