FMR LLC in group FMR LLC More: the full row for FMR LLC 19,771,615 $991M 0.05% +1,027,327 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,988,863 $430M 0.03% -771,158 13F-HR/A Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 7,186,404 $360M 3.14% -255,805 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,642,044 $283M 5.15% -1,526,025 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,901,363 $145M 0.2% +124,346 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,699,927 $135M +1,283,609 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,412,385 $121M 0.32% +1,342,686 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,574,214 $78.9M <0.01% +200,414 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/ 1,565,451 $78.5M 0.01% -2,248 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,431,942 $71.8M 0.08% +298,784 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,342,354 $67.3M 0.66% +220,690 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,124,147 $56.3M 0.01% +305,566 13F-HR/A Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,050,372 $52.6M 12.64% +73,146 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,022,358 $51.2M 0.14% -157,381 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 836,772 $41.9M 49.93% -40,624 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 825,993 $41.4M 0.01% +20,350 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 811,788 $40.7M 0.03% +147,304 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 746,596 $37.4M 4.61% -19,245 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 663,672 $33.3M 0.61% +129,601 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 650,024 $32.6M 0.02% +89,959 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 639,600 $32.1M 0.04% +23,427 13F-HR Timeline Group Storgate, LLC More: the full row for Storgate, LLC 612,060 $30.7M 24.07% +31,705 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 601,668 $30.2M 14.94% +4,873 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 516,531 $25.9M 1.33% +74,981 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 506,764 $25.4M 0.07% +12,679 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 468,312 $23.5M 15.07% +23,850 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 455,846 $22.8M 0.6% +40,503 13F-HR Timeline Group Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 448,744 $22.5M 18.14% +86,648 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 441,452 $22.1M 7.96% -92,427 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 416,693 $21.4M 2.33% -100,668 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 424,337 $21.3M 1.91% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 397,856 $19.9M 2.76% -49,453 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 393,242 $19.7M +51,321 Timeline Keenan, LLC More: the full row for Keenan, LLC 321,903 $16.4M 13.82% +118,903 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 325,360 $16.3M 13.53% +44,358 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 323,472 $16.2M 0.02% +6,574 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 318,685 $16M 0.26% +62,904 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 312,053 $15.6M 4.33% +3,753 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 305,412 $15.3M 0.22% +74,366 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 285,859 $14.3M 0.08% +70,364 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 280,091 $14M 7.98% -15,135,775 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 270,057 $13.6M 0.07% -7,364 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 263,243 $13.2M <0.01% +70,494 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 262,099 $13.1M 4.12% new 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 241,771 $13M 6.42% +66,765 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 234,419 $11.7M 5.27% +18,828 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 230,983 $11.2M 0.01% +57,461 13F-HR Timeline Group Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 206,806 $10.4M 6.04% +22,022 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 187,635 $10.3M 0.5% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 199,954 $10M 2.49% +10,431 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 184,137 $9.23M 0.91% -20,186 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 174,305 $8.74M 1.29% +21,111 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 164,739 $8.26M 0.02% +4,737 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 160,770 $8.06M 0.01% -8,781 13F-HR Timeline Group Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 148,158 $7.43M 4.23% +13,514 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 143,238 $7.18M 1.54% +17,412 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 142,683 $7.15M 0.04% +74,378 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 136,702 $6.85M 4.21% +11,067 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 136,270 $6.83M 0.03% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 134,619 $6.75M 0.1% +40,265 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 131,152 $6.57M 0.62% -199 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 108,741 $6.36M 0.5% -3,502 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 124,060 $6.22M 0.17% +6,031 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 123,100 $6.17M 0.01% +1,356 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 122,407 $6.14M 2.42% +9,340 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 122,241 $6.13M 0.68% +2,647 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 117,556 $5.89M 0.31% -4,067 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 117,305 $5.88M 1.37% -4,486 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 115,009 $5.76M 0.44% -20,180 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 112,371 $5.63M 0.11% -298 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 107,797 $5.4M <0.01% -938,556 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 104,316 $5.23M 0.4% +38,718 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 96,476 $4.84M 1.12% +4,550 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 91,765 $4.6M 2.24% +2,900 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 90,789 $4.55M +16,787 Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 90,448 $4.53M 0.26% -131 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 90,297 $4.53M 0.07% +12,881 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 73,177 $4.44M 0.3% +26,974 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 88,083 $4.41M 0.09% +49,508 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 87,512 $4.39M 3.82% +42,244 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 82,405 $4.2M 0.01% +7,148 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 83,419 $4.18M 1.82% +68,875 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 81,193 $4.17M 2.11% +701 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 81,320 $4.08M 3.66% +142 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 80,336 $4.03M <0.01% -21,903 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 79,639 $3.99M 0.09% +982 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 79,152 $3.97M 0.52% +15,288 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 77,743 $3.9M 0.22% +1,056 13F-HR Timeline Group Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 77,541 $3.89M 4.71% -218 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 74,359 $3.73M 0.01% -68 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 71,561 $3.59M 0.09% +14,285 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 66,165 $3.32M 0.52% -199 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 64,792 $3.25M <0.01% -2,330 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 57,942 $2.77M 0.16% +5,614 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 54,390 $2.73M 0.29% -640 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 52,768 $2.64M 1.81% +4,284 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 50,068 $2.51M 0.01% +4,848 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 48,814 $2.45M 0.06% +1,052 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 48,577 $2.43M 0.02% +13,426 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 48,463 $2.43M 0.22% +8,618 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 46,875 $2.35M 1.12% +15,257 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 42,704 $2.34M 0.05% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 45,203 $2.27M 0.01% +6,897 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 43,442 $2.18M <0.01% -13,986 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 43,106 $2.16M 0.05% +5,648 13F-HR/A Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 42,446 $2.13M 1.91% +14,066 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 42,382 $2.12M 0.06% -220 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 42,193 $2.11M 1.78% +2,815 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 41,756 $2.09M 0.13% +984 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 40,586 $2.03M 0.49% +8,992 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 39,905 $2M 0.36% -31,335 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 39,551 $1.98M <0.01% +30,936 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 38,061 $1.94M 0.02% +21,536 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 37,798 $1.89M 1.89% -16,234 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 36,775 $1.84M 1.21% +5,143 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 33,654 $1.69M 0.38% +907 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 33,155 $1.66M 0.1% +4,303 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 31,995 $1.6M 1.55% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 30,681 $1.54M 0.2% -25 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,328 $1.52M <0.01% -32,246 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 30,280 $1.52M 0.14% -342 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 29,768 $1.49M 0.56% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,368 $1.47M <0.01% -39,552 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 28,620 $1.43M 0.02% -897 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 28,164 $1.41M 0.08% +11,331 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 28,017 $1.4M <0.01% +19,216 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 28,000 $1.4M 0.05% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 27,996 $1.4M 0.33% -1,246 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 23,532 $1.4M 0.19% +14,074 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 27,831 $1.39M 2.18% +2,408 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 27,423 $1.37M 0.08% -2,054 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 27,423 $1.37M 0.01% new 13F-HR/A Timeline October Effect Ltd More: the full row for October Effect Ltd 27,310 $1.37M 1.58% -290 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 25,865 $1.3M 0.25% +689 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 25,478 $1.28M 0.94% +2,391 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 24,705 $1.24M 0.64% +2,346 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 24,561 $1.23M 0.47% -7,440 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 24,222 $1.21M 0.7% -580 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 22,698 $1.14M 0.62% -394 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 21,643 $1.08M 0.38% +4,447 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 21,294 $1.07M 0.37% +964 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 20,875 $1.05M 0.15% -915 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,485 $1.03M 0.04% new 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 20,112 $1.01M 0.03% -34,173 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,696 $987K 0.01% new 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 19,441 $974K 0.16% -3,298 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 19,337 $969K 0.36% new 13F-HR Timeline Group KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 18,770 $941K 0.64% +2,501 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 18,320 $918K 0.56% +2,194 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 18,185 $911K 0.46% +1,200 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 17,696 $887K 0.23% -209 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,513 $878K <0.01% +9,600 13F-HR Timeline Group YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 17,214 $863K 0.35% 0 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 16,449 $824K 0.31% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 16,353 $820K 0.12% -100 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,542 $792K 0.06% -1,114 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 15,703 $787K 0.43% -1,606 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 15,044 $754K 0.13% +4,971 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 14,993 $751K <0.01% -92,240 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 14,990 $751K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,993 $701K 0.02% -314 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 13,564 $680K <0.01% +2,887 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 13,518 $678K +606 Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 13,410 $672K 0.29% +7,221 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,123 $658K 0.02% +3,438 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 12,459 $624K 0.26% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,311 $617K <0.01% -617 13F-HR/A Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 12,223 $613K 0.31% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,139 $608K <0.01% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 11,735 $588K 0.54% +1,742 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 11,176 $560K 0.18% +7,650 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 10,209 $512K 0.43% -102 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,208 $512K 0.02% +2,410 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,177 $510K <0.01% +1,025 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,167 $510K 0.07% -228 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,107 $507K 0.01% +7,952 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,080 $505K 0.12% +3,190 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 9,977 $500K 0.62% +9,560 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 9,590 $481K 0.08% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 9,441 $473K 0.12% +2,094 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,330 $468K 0.24% +3,455 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 9,214 $462K <0.01% new 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,146 $458K 0.03% +209 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 8,907 $446K 0.07% +118 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,900 $396K 0.02% +41 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 7,853 $394K 0.14% +61 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 7,595 $381K 0.19% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,084 $355K <0.01% new 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,683 $335K 0.04% -10,455 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,650 $333K 0.03% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,636 $333K <0.01% +1,437 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 6,376 $325K 0.28% +5 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,197 $311K 0.01% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,135 $307K 0.04% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,977 $300K 0.03% new 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 5,849 $293K 0.28% +369 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,785 $290K 0.02% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,784 $290K 0.02% -165 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 5,674 $284K 0.07% +71 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 5,531 $277K 0.1% 0 13F-HR Timeline