Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,936,415 $126M 0.3% -222,674 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,578,822 $117M 0.03% +443,201 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,501,801 $115M 0.02% +192,566 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,450,084 $114M 13.33% +177,875 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,196,314 $56.2M <0.01% -36,995 13F-HR/A Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 2,147,092 $54.9M 3.29% +1,199,594 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,880,084 $48.1M 0.02% +199,135 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/ 1,481,675 $37.9M <0.01% +318,361 13F-HR/A Timeline Group Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,363,002 $34.8M 10.13% +280,560 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,032,401 $26.4M 0.01% -122,939 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 973,681 $24.9M 0.03% -330,219 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 909,446 $23.3M 0.02% -47,211 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 635,758 $16.3M <0.01% +123,577 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 587,605 $15M 0.94% -381,201 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 564,220 $14.4M 3.59% +59,798 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 560,275 $14.3M 0.04% +9,885 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 553,005 $14.1M 0.02% -236,075 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 530,257 $13.6M 1.97% +17,259 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 526,799 $13.5M 5.67% -32,290 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 522,251 $13.4M 3.17% +39,709 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 507,632 $13M 4.5% -6,769 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 496,560 $12.7M 0.03% +30,799 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 437,993 $11.2M 3.23% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 421,628 $10.8M 0.16% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 419,917 $10.7M 0.71% +15,207 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 417,575 $10.7M 0.61% +42,984 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 412,000 $10.5M 0.43% -174,700 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 411,424 $10.5M <0.01% +82,055 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 359,558 $9.19M 0.96% -12,838 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 347,798 $8.89M 6.67% +20,659 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 333,445 $8.53M 0.01% +143,514 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 331,284 $8.47M 0.96% -5,281 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 325,630 $8.33M 0.56% -1,203 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 295,166 $7.55M 0.01% +16,320 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 285,182 $7.29M 2.55% +29,664 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 253,223 $6.47M 0.79% +8,215 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 249,362 $6.38M 0.16% +33,875 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 248,117 $6.34M 2% -10,917 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 242,714 $6.21M +8,378 Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 235,268 $6.02M 0.52% +26,640 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 204,220 $5.22M 1.49% -2,537 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 200,630 $5.13M 0.45% +68,673 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 199,246 $5.09M 0.33% -11,658 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 195,834 $5.01M 0.18% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 194,040 $4.96M <0.01% +2,659 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 191,175 $4.89M 2.39% -70,191 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 190,647 $4.87M 0.17% +4,990 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 189,279 $4.84M 0.04% -2,632 13F-HR Timeline Group Montis Financial, LLC More: the full row for Montis Financial, LLC 187,974 $4.81M 1.11% -8,034 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 178,730 $4.57M 1.47% -1,164 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 174,570 $4.46M 0.72% +126,470 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 167,482 $4.28M 0.45% +3,609 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 151,719 $3.88M 0.78% -8,160 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 147,943 $3.78M 2.39% +4,811 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 142,292 $3.64M 0.04% +78,601 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) 142,029 $3.63M 0.1% +119,753 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 138,092 $3.53M 0.33% -4,094 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 135,000 $3.45M 0.12% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 131,829 $3.37M 0.51% +1,171 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 130,868 $3.35M 2.92% +15,058 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 128,979 $3.3M <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 127,501 $3.26M <0.01% -290,889 13F-HR Timeline Group Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 125,821 $3.22M 2.51% 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 122,414 $3.13M 1.64% +4,808 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 117,366 $3M 1.16% +5,261 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 116,290 $2.97M <0.01% +51,984 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 112,677 $2.88M 0.84% +5,036 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 107,425 $2.75M 0.02% +16,494 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 103,064 $2.64M 0.07% +6,541 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 98,621 $2.52M <0.01% +46,324 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 97,686 $2.5M 0.29% -267,830 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 95,218 $2.43M 0.05% +5,991 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 94,993 $2.43M 0.2% +26,605 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 93,006 $2.38M 1.64% 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 92,261 $2.36M 0.02% +13,476 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 83,469 $2.13M 0.98% +7,914 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 79,041 $2.02M 0.05% -4,067 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 76,970 $1.97M 0.14% +6,103 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 74,956 $1.92M 0.06% -109,417 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 72,363 $1.85M 0.02% +10,528 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 69,793 $1.78M <0.01% -6,112 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 65,687 $1.68M 0.11% +2,626 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 63,303 $1.62M 0.17% -2,321 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 63,102 $1.61M 0.02% +12,456 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 62,460 $1.6M 0.31% +22,245 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 62,193 $1.59M 0.05% +4,739 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 59,847 $1.53M -32,773 Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 57,355 $1.47M 0.07% -200,996 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 57,026 $1.46M 0.23% -2,338 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 56,543 $1.45M 0.4% -2,925 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 55,571 $1.42M <0.01% +12,360 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 54,961 $1.41M 0.12% -83 13F-HR Timeline Group OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 50,684 $1.3M -1,938 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 50,725 $1.29M <0.01% new 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 49,948 $1.28M 0.24% -184,828 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 49,804 $1.27M <0.01% -2,336 13F-HR/A Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 47,962 $1.23M 0.03% +8,645 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 47,764 $1.22M 0.73% -2,051 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 45,432 $1.16M 0.36% -1,106 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 44,224 $1.13M 0.05% +4,192 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 42,819 $1.09M <0.01% 0 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 40,814 $1.04M 0.06% -749 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 39,405 $1.01M 0.39% +1,688 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 39,308 $1.01M 0.02% -5,445 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 38,730 $990K 0.01% +17,641 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 37,419 $957K 0.02% +1,509 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 36,464 $932K 0.02% -29,975 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 35,300 $903K 0.01% -1,800 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 35,239 $901K 0.02% +8 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 35,195 $900K 0.05% -5,301 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 34,376 $879K 0.01% +1,154 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 33,462 $856K 0.77% +5,587 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 33,205 $849K <0.01% -190 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 33,174 $848K 0.41% -430 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 33,045 $845K 0.01% +12,003 13F-HR Timeline Group REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 32,950 $843K 1.17% +6,652 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 32,706 $836K 0.09% -544 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 32,600 $834K 0.06% +6,446 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 32,571 $833K 0.81% +5,080 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 31,974 $818K 0.15% +6,171 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 31,865 $815K 0.02% -1,122 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 30,968 $792K 0.54% -565 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 29,670 $759K <0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 28,816 $737K <0.01% -12,324 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 28,392 $726K 0.05% -2,275 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 28,324 $724K 0.15% -7,956 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,816 $711K <0.01% +10,550 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 26,316 $673K <0.01% -22,216 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 25,591 $654K 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 25,365 $649K 0.01% -121,645 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 24,635 $630K 0.3% -5,388 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 24,372 $623K 0.12% -1,737 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,220 $619K 0.01% -1,730 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 22,400 $573K <0.01% -887 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 22,351 $572K 0.04% +1,952 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 21,597 $552K 0.08% -1,218 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 20,498 $524K 0.01% +2,688 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 20,000 $511K 0.12% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 19,685 $503K 0.16% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 8,350 $500K 0.08% -1,098,053 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 19,000 $486K <0.01% -17 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 18,833 $482K 0.13% +63 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 18,795 $481K 0.35% +930 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 18,720 $479K 0.02% +1,735 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,062 $462K <0.01% +50 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 18,061 $462K 0.19% -214 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 17,931 $459K 0.08% +148 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,345 $443K 0.03% -2,204 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 16,750 $428K 0.34% -1,600 13F-HR/A Timeline JT Stratford LLC More: the full row for JT Stratford LLC 16,509 $422K 0.06% +759 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,285 $416K 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 16,285 $416K 0.03% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 15,424 $394K 0.03% -1,044 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 15,392 $394K 0.12% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,355 $393K 0.01% -600 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,289 $391K 0.02% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 14,400 $368K 0.03% 0 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 13,838 $354K 0.05% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 13,522 $346K <0.01% -401 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 13,135 $336K 0.26% -1,761 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 12,979 $332K 0.03% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 12,613 $322K 0.04% -15,739 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 12,000 $307K 0.04% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 11,938 $305K 0.01% 0 13F-HR Timeline Group Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 11,510 $294K 0.24% +351 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 11,400 $292K 0.19% +144 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,200 $286K 0.02% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 11,195 $286K 0.09% +853 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 10,887 $278K 0.23% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,884 $278K <0.01% +498 13F-HR Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 10,206 $261K 0.15% -2,497 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,190 $261K <0.01% -219 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 10,151 $260K 0.03% +129 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. 10,000 $256K <0.01% -2,000 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,350 $239K 0.03% -164 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,122 $233K <0.01% -48 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,990 $230K <0.01% +5,930 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 8,682 $222K 0.06% +735 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,513 $218K <0.01% +78 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,501 $217K 0.03% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 8,303 $212K 0.15% -976 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,300 $212K 0.02% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 8,279 $211K 0.1% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 8,002 $205K 0.02% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 7,940 $203K 0.07% -832 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,381 $163K <0.01% +4 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 5,108 $131K <0.01% +5,106 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,025 $103K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,528 $90.2K 0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 3,400 $86.9K 0.06% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,403 $61.4K <0.01% -4,542 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,819 $47K <0.01% +1,541 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 1,755 $44.9K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,506 $39K 0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,500 $38.4K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,476 $37.7K <0.01% -273 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,414 $36.2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,297 $33.2K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,230 $31.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,174 $30K <0.01% -1,173 13F-HR Timeline