JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,652,893 $180M 0.01% +2,616,081 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/ 1,247,349 $84.5M 0.01% +238,510 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,135,449 $76.4M 0.31% +259,888 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,018,848 $69M <0.01% +213,124 13F-HR/A Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 805,690 $54.6M 0.67% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 754,326 $51.1M -304,000 Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 736,844 $49.9M 1.14% -154,149 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 650,245 $44M 0.02% +53,085 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 645,028 $43.7M 0.76% -18,726 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. 576,393 $39M 1.2% 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 537,914 $36.4M 1.21% +268,638 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 531,361 $36M 0.01% -371,048 13F-HR Timeline Group Fluent Financial, LLC More: the full row for Fluent Financial, LLC 489,766 $33.2M 14.68% +94,429 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 443,673 $30M 0.01% 13F-HR/A Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 348,099 $23.6M 8.23% -24,116 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 307,213 $20.8M <0.01% -12,850 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 275,437 $18.7M 0.54% +10,712 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 240,135 $16.3M 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 235,831 $16M 0.06% -26,736 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 231,623 $15.7M 0.01% +122,496 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 193,140 $13.1M 0.02% -2,913 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 189,599 $12.8M 0.96% +23,468 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 189,548 $12.8M 0.01% +134,062 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 163,118 $11.4M 6.91% -5,857 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 165,322 $11.2M 0.73% -27,633 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 160,231 $10.9M 0.02% +34,902 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 155,563 $10.5M 0.02% new 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. 149,763 $10.1M 0.01% -6,168 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 132,294 $8.96M 0.02% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 129,089 $8.74M <0.01% -159,465 13F-HR Timeline Group Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 123,511 $8.36M 4.5% 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 122,793 $8.32M 5.76% +7,007 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 120,836 $8.18M 1.98% +12,664 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 120,427 $8.16M 7.84% 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 109,813 $7.44M 1.9% new 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 109,780 $7.43M 3.46% +26,026 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 103,342 $7M 1.89% +8,317 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 102,214 $6.92M 0.02% -45,136 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 98,336 $6.66M 8.57% +3,093 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 94,113 $6.37M 1.19% +5,414 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 93,743 $6.35M 0.02% +4,643 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 91,984 $6.23M 0.02% -3,188 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 90,122 $6.1M <0.01% -215,988 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 86,325 $5.85M +86,221 Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 84,029 $5.69M 3.32% 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 80,171 $5.43M 2.31% new 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 80,000 $5.42M 2.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 68,390 $4.63M <0.01% +55,196 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 67,470 $4.57M 0.05% -30,699 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 67,372 $4.56M 0.01% -18,396 13F-HR/A Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 64,585 $4.37M 0.43% +1,106 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 61,611 $4.17M 0.19% -52,041 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 58,769 $3.96M 0.05% +44,245 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 57,629 $3.9M 0.01% +22,652 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 55,658 $3.77M 2.28% 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/ 55,464 $3.76M <0.01% +43,179 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 55,460 $3.76M 0.12% +41,980 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 53,318 $3.61M 0.39% -1,167 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 51,196 $3.47M 0.23% +4,266 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 50,025 $3.39M <0.01% +1,294 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 49,564 $3.36M 0.13% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 45,289 $3.07M <0.01% -22,411 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 44,267 $3M 0.02% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 44,196 $2.99M 0.06% -22,610 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 40,658 $2.75M 2.24% +13,957 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 37,614 $2.55M 0.12% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 33,267 $2.25M 0.06% -43,123 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 31,185 $2.11M 0.02% +18,709 13F-HR Timeline Metropolitan Life Insurance Co/NY More: the full row for Metropolitan Life Insurance Co/NY 30,917 $2.09M 0.83% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,014 $2.03M <0.01% -2,400 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 27,156 $1.84M <0.01% -188,073 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 26,672 $1.81M 0.06% -2,849 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 26,187 $1.77M <0.01% +530 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 25,692 $1.74M 0.16% +25,604 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 25,277 $1.71M <0.01% +11,403 13F-HR Timeline Group Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 24,863 $1.68M 0.58% -4,879 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 24,206 $1.64M 0.33% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 22,589 $1.53M 0.01% new 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 22,180 $1.5M 0.57% -1,363 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 21,939 $1.49M 0.17% -5,248 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 21,858 $1.48M 0.01% -5,751 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 20,668 $1.4M 0.04% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,832 $1.28M <0.01% +14,695 13F-HR/A Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 17,676 $1.2M 0.63% -144,776 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 16,300 $1.1M 1.1% +2,234 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 16,280 $1.1M 0.06% new 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 15,272 $1.03M 0.58% 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 15,076 $1.02M 0.36% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 14,643 $992K 0.01% +2,376 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 14,643 $992K 0.01% +2,376 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 13,590 $920K <0.01% -1,579 13F-HR/A Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 12,905 $874K 0.45% -4,357 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,787 $865K 0.27% -27,544 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,999 $813K 0.05% -2,538 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,042 $680K 0.03% -2,259 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 10,361 $676K 0.43% +3 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 9,624 $652K 0.22% -51,670 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,442 $639K 0.08% +62 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 9,100 $616K 0.08% new 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 8,527 $577K 0.25% -5,818 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 8,150 $554K 0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,780 $526K <0.01% -243 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,766 $526K 0.01% -2,000 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,538 $511K 0.01% -398 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 6,730 $456K 0.11% -199,697 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 6,670 $452K 0.15% +468 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,606 $447K 0.01% -99 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,603 $447K <0.01% new 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,508 $441K 0.14% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,495 $440K 0.04% -4,365 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,462 $438K 0.04% +6,303 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 6,389 $433K 0.28% -3,485 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,921 $401K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,518 $374K <0.01% -7,360 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 5,473 $371K 0.81% -3,688 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,402 $366K 0.04% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,376 $364K 0.12% +131 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 4,791 $324K 0.04% +382 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,535 $307K 0.14% -1,926 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4,476 $303K 0.17% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,162 $282K <0.01% -2,396 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,003 $271K +1,357 Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,971 $269K 0.1% -1,652 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,967 $269K <0.01% -3,260 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,959 $268K <0.01% -2,211 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,714 $252K <0.01% +2,586 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,596 $244K 0.02% -89,613 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,564 $241K 0.02% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,457 $231K 0.07% -122 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,349 $228K <0.01% +50 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,285 $222K 0.01% +885 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,200 $217K <0.01% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 3,179 $215K 0.02% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,111 $211K <0.01% -750 13F-HR Timeline Group RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 3,053 $207K 0.04% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,035 $206K 0.05% -8,449 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,963 $201K 0.07% +31 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,948 $200K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,613 $177K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,575 $174K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,937 $131K <0.01% +208 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,176 $79K 0.03% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,050 $71.1K <0.01% +100 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 903 $60.9K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 853 $57.8K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 784 $53.1K 0.04% -13,780 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 589 $39.9K 0.02% -36 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 511 $34.6K 0.01% +11 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 500 $33.9K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 486 $32.8K 0.02% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 414 $28K 0.02% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 374 $25.3K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 360 $24.4K <0.01% +260 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 330 $24.2K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 347 $23.5K 0.02% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 336 $22.8K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 237 $16.1K 0.01% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 226 $15.4K <0.01% -2 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 200 $13.5K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 187 $12.7K 0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 181 $12.3K 0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 130 $8.84K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 119 $8.06K <0.01% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 115 $8K <0.01% +80 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 104 $7.04K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 80 $5.42K <0.01% 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 77 $5K <0.01% +2 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 44 $2.98K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 34 $2.3K <0.01% -2 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 27 $2K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 29 $1.96K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 25 $1.69K <0.01% -125 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 24 $1.65K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24 $1.62K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 15 $1.02K <0.01% 0 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 12 $813 <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 9 $617 <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 8 $542 <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5 $339 <0.01% -76 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4 $271 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2 $135 <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1 $68 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.