MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,007,394 $104M 0.01% -50,762 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 948,895 $97.9M 0.03% +12,843 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/ 512,084 $52.8M <0.01% -7,726 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 308,529 $31.8M 0.01% -12,350 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 293,777 $30.3M 0.04% +24,593 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 270,378 $27.9M 0.01% +2,575 13F-HR Timeline Group Polianta Ltd More: the full row for Polianta Ltd 267,700 $27.6M 3.66% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 226,125 $23.3M +824 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 224,917 $23.2M -77,240 Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 216,326 $22.3M +15,891 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 202,368 $20.9M 0.02% -20,007 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 196,287 $20.2M <0.01% +29,380 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 194,132 $20M 0.02% -74 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 177,700 $18.3M 0.02% +8,809 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 172,338 $17.8M <0.01% -15,771 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 113,693 $11.7M -5 Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 112,957 $11.6M 0.94% +3,511 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 112,785 $11.6M 0.02% -9,553 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 98,857 $10.2M 0.03% +3,148 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 87,752 $9.05M 0.01% +2,519 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 77,794 $8.02M 0.01% +53,101 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 67,722 $6.98M 0.2% -119,518 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 65,613 $6.77M 0.01% +226 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 59,152 $6.1M 0.03% -3,633 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 55,314 $5.7M 0.11% +7,049 13F-HR Timeline Group Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 53,593 $5.53M 2.3% +2,467 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 52,435 $5.46M 0.09% +7,205 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 50,883 $5.25M 0.01% -1,188 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 48,227 $5.22M 0.12% -941 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50,000 $5.16M <0.01% new 13F-HR Timeline Group White Pine Investment CO More: the full row for White Pine Investment CO 47,814 $4.93M 1.15% +612 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 45,814 $4.9M 0.68% +215 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 46,720 $4.82M +29,772 Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 46,657 $4.81M 0.2% +360 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 45,845 $4.73M 1.26% +186 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 44,579 $4.6M 0.13% +308 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 44,050 $4.54M 0.59% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 43,601 $4.5M 0.02% +10,058 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 43,108 $4.45M <0.01% -768 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42,966 $4.43M <0.01% +3,879 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 41,721 $4.3M <0.01% +5,442 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 37,484 $3.87M 0.03% +9,716 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 36,613 $3.78M 0.01% -7,561 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 34,582 $3.57M 0.04% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 34,472 $3.56M 0.04% -597 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,473 $3.35M <0.01% +2,974 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 32,216 $3.32M 0.74% -843 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 31,566 $3.26M 0.13% +926 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 29,062 $3M 0.49% +1,143 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 26,873 $2.77M 0.02% -364 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 26,641 $2.75M 2.04% -454 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 26,552 $2.74M 0.11% +1,408 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 26,168 $2.7M 0.03% +1,408 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 24,379 $2.51M 1.26% +610 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 23,790 $2.45M 0.66% +508 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 23,582 $2.43M 0.84% -2,701 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 23,188 $2.39M 0.02% +5,325 13F-HR Timeline Group Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 23,075 $2.38M 1.35% +362 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 22,944 $2.37M 0.04% +751 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 22,550 $2.35M 0.42% +37 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 22,530 $2.32M <0.01% +1,068 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 22,206 $2.24M <0.01% -755 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 21,581 $2.23M 0.01% +1,388 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,713 $2.03M 0.01% +382 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 19,267 $1.99M 0.1% +623 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 18,994 $1.96M 0.23% +4,307 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 18,536 $1.88M 0.18% +2,068 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 18,229 $1.88M 0.02% -307 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 17,765 $1.83M 0.67% -388 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,615 $1.82M <0.01% +749 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 17,389 $1.79M 0.14% +4 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 16,162 $1.74M 0.22% -736 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,442 $1.7M 0.02% +1,895 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 16,027 $1.65M 0.08% +977 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 15,652 $1.61M 0.39% -123 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 15,571 $1.61M 0.57% -2,087 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 15,223 $1.57M 0.25% +765 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 14,829 $1.53M 0.8% +43 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,720 $1.52M 0.02% +9 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,560 $1.5M 0.01% -596 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,524 $1.5M <0.01% -412 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,074 $1.47M 0.1% -51 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,142 $1.46M 0.02% -3,156 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 13,802 $1.42M +374 Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 13,789 $1.42M 0.41% -824 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,596 $1.4M 0.06% -1,007 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,371 $1.38M 0.05% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,623 $1.3M <0.01% +650 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 12,460 $1.3M 0.06% -548 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 12,523 $1.29M 1.12% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,477 $1.29M <0.01% -4,354 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 12,326 $1.27M 0.89% +670 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 12,308 $1.27M 0.9% +23 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,226 $1.26M <0.01% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 11,846 $1.22M 0.44% -193 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 11,688 $1.21M <0.01% +1,189 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 11,601 $1.2M 0.56% -329 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,340 $1.17M 0.01% -163 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,339 $1.17M 0.06% +49 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 10,894 $1.12M 0.9% -1,452 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,763 $1.11M 0.02% +1,118 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,717 $1.11M 0.04% -127 13F-HR/A Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,345 $1.07M 0.02% -55 13F-HR Timeline Group Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 10,193 $1.05M 0.9% -26,370 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,128 $1.04M 0.03% new 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,019 $1.03M 0.08% +274 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,900 $1.02M 0.02% +31 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,613 $991K 0.04% -504 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,592 $989K 0.02% -332 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 9,500 $980K 0.19% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,276 $957K 0.07% +838 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 9,185 $947K 0.3% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 8,889 $917K 0.17% +1,464 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,657 $893K 0.05% -929 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,492 $876K 0.06% +643 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,271 $858K <0.01% -1,528 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,109 $836K <0.01% -14,927 13F-HR Timeline Group FreeGulliver LLC More: the full row for FreeGulliver LLC 8,069 $832K 0.35% +521 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,970 $822K <0.01% -20,668 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,958 $821K 0.01% +777 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,895 $814K <0.01% -4,761 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,813 $806K 0.03% +153 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,698 $794K 0.02% +215 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,841 $706K <0.01% +3,800 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,702 $691K 0.07% +800 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 6,653 $686K 0.33% +430 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 6,511 $671K 0.17% +1,437 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,402 $660K <0.01% +1,744 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,390 $659K <0.01% -207 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,361 $656K 0.01% +1,399 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,338 $654K 0.05% +519 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,251 $645K 0.01% +252 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 6,231 $643K 0.03% +835 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $640K 0.28% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,127 $632K 0.41% -91 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,075 $627K 0.05% -449 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,066 $626K 0.02% +195 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,031 $622K <0.01% -315 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 6,009 $620K 0.13% -5,465 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 5,948 $613K 0.58% +1 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,867 $605K 0.03% +224 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,848 $603K 0.08% +852 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,830 $601K 0.01% +239 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,716 $589K 0.03% -2,819 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,716 $589K 0.02% +2,911 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,690 $587K 0.01% +249 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,554 $573K 0.02% +399 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,472 $565K 0.09% +112 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,436 $561K 0.03% +2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,413 $558K 0.09% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,195 $536K 0.04% +47 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,173 $534K 0.01% -484 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,714 $486K 0.02% +811 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,671 $482K 0.03% +6 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,653 $480K <0.01% +1,425 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,522 $466K 0.01% +1,925 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,502 $464K <0.01% 0 13F-HR Timeline Group Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 4,433 $457K 0.4% -1,214 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,390 $457K <0.01% +731 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 4,400 $454K 0.25% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,372 $451K 0.16% +1 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,335 $447K 0.08% +2,172 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,277 $441K 0.08% -328 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,275 $441K 0.01% -50 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 4,225 $436K 0.14% -642 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,155 $429K 0.06% +87 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 3,908 $426K 0.09% -3,164 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,040 $417K 0.01% +271 13F-HR/A Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 4,025 $415K 0.44% -6,842 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 3,917 $404K 0.26% -471 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,897 $402K 0.03% -6,013 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,878 $400K 0.02% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,861 $398K 0.02% -840 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,851 $397K 0.06% +507 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,843 $396K 0.02% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,827 $395K 0.01% +19 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,806 $393K 0.01% +3 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,788 $391K 0.03% +3,679 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,774 $389K <0.01% -154 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,754 $387K <0.01% -21,673 13F-HR Timeline Group BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,706 $382K 0.18% -385 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,539 $377K 0.16% +6 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,569 $368K 0.1% +74 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,547 $366K 0.02% -96 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,284 $353K 0.02% -4,247 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,387 $349K 0.01% -278 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,111 $321K 0.02% +1 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 3,020 $311K 0.25% new 13F-HR Timeline Dash Acquisitions Inc. 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