COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,988,246 $44M 0.06% -1,371,111 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,241,218 $26.7M 0.07% -335,316 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 3,247,090 $20.5M 0.4% +210,736 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,908,952 $18.3M 0.02% -1,266,962 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,546,344 $16M <0.01% -66,565 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 2,072,555 $13.1M 8.69% -97,454 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 1,899,781 $12M 4.05% +936,272 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,662,945 $10.5M 0.04% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,647,077 $10.4M <0.01% +569,982 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,307,424 $8.24M <0.01% +299,759 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,295,650 $8.16M 0.01% +60,398 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,184,897 $7.46M 0.01% -39,666 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 1,067,180 $6.72M 0.1% -31,281 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,007,989 $6.35M <0.01% +344,290 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 897,918 $5.66M 2.53% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 850,410 $5.36M 0.93% +3,660 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 807,231 $5.09M 0.11% -95,456 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 757,235 $4.77M 0.08% +83,831 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 555,106 $3.5M <0.01% +386,387 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 533,004 $3.36M <0.01% +392,870 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 516,757 $3.26M 0.02% +500,625 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 472,685 $2.98M <0.01% -8,406 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 456,284 $2.87M 0.01% -63,096 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 455,593 $2.87M <0.01% +85,888 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 425,950 $2.68M 0.03% -68,363 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 423,953 $2.67M 0.05% -16,210 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 401,498 $2.53M 0.03% +238,414 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 399,230 $2.52M 1.26% +249,041 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 394,266 $2.48M 0.53% -60,449 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 385,692 $2.43M <0.01% -11,631 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 358,852 $2.26M 0.27% +7,879 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 339,767 $2.14M 0.11% +32,085 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 334,302 $2.11M 0.02% -31,331 13F-HR Timeline Group ABSOLUTE INVESTMENT ADVISERS, LLC More: the full row for ABSOLUTE INVESTMENT ADVISERS, LLC 313,946 $2M 0.23% new 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 312,684 $1.97M 1.81% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 293,178 $1.85M 0.92% +182,496 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 289,753 $1.83M 1.24% +1,965 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 280,986 $1.77M <0.01% +25,434 13F-HR Timeline Group 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 280,848 $1.77M <0.01% +50,280 13F-HR Timeline Group Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 274,422 $1.73M 1.02% 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 268,253 $1.69M 0.03% +5,410 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 220,650 $1.39M 0.07% +63,980 13F-HR/A Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 210,844 $1.33M 0.02% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 205,369 $1.32M <0.01% -15,878 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 202,130 $1.27M 0.06% -79,338 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 197,322 $1.24M 0.03% new 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 183,779 $1.16M 0.15% +169,022 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 183,301 $1.15M 0.01% +3,412 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 181,609 $1.14M 0.02% +13,381 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 180,485 $1.14M 0.17% 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 177,586 $1.12M 1.01% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 177,202 $1.12M 0.01% -70,227 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 171,367 $1.08M <0.01% +1,164 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 164,427 $1.04M <0.01% +24,165 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 158,129 $996K 0.23% +765 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 147,452 $929K 0.06% +4,828 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 145,518 $917K 0.09% -1,253 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 145,153 $914K 0.37% +3,515 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 140,967 $888K 0.02% +15,119 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 139,529 $879K <0.01% +15,225 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 131,965 $831K 0.05% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 127,630 $804K 0.07% -1,658 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 127,864 $801K 0.01% +53,413 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 125,947 $793K <0.01% +31,819 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 125,281 $789K 0.13% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 124,923 $787K 0.01% +41,640 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 123,912 $781K 0.08% -3,094 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 122,855 $774K 0.02% -442,071 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 122,655 $773K 0.01% -1,070 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 120,427 $759K 0.02% -25,591 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 120,087 $757K 0.05% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 109,838 $692K 0.01% -12,964 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 107,617 $678K 0.01% +313 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 107,510 $677K 0.05% -12,060 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 105,245 $663K 0.45% 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 102,456 $645K 0.04% +924 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 97,779 $616K 0.26% +328 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 95,585 $602K 0.04% -12,128 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 94,888 $598K <0.01% +1,363 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 93,879 $591K 0.03% -42,892 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 93,096 $587K 0.16% +3,545 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 89,768 $566K 0.03% -48,385 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 87,983 $554K <0.01% -51 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 81,840 $516K 0.01% -49,756 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 79,652 $502K 0.22% -20,990 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 78,674 $496K 0.01% +42,436 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 78,279 $493K <0.01% -1,807 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 76,423 $481K 0.03% +4,730 13F-HR/A Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 74,940 $472K 0.07% +1,581 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 74,395 $469K 0.09% -13,309 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 73,164 $461K 0.01% +18,782 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 72,137 $454K 0.01% -14,354 13F-HR Timeline Group COFG Advisors, LLC More: the full row for COFG Advisors, LLC 68,499 $432K 0.11% 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 61,319 $426K <0.01% +7,924 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 67,473 $425K <0.01% -6,096 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 67,369 $424K 0.07% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 67,273 $424K 0.03% -14,772 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 67,160 $423K 0.02% -5,500 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 66,749 $421K 0.04% -12,085 13F-HR/A Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 69,726 $418K 0.08% -1,499 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 65,720 $414K 0.22% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 62,933 $396K 0.05% new 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 62,079 $391K 0.3% +2,198 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 61,396 $387K 0.01% -386 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 60,000 $378K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 59,327 $374K <0.01% +236 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 56,759 $358K 0.04% -560 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 55,907 $352K 0.01% +8,177 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 55,854 $352K <0.01% +10,785 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 55,217 $348K 0.02% -121 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 52,039 $328K 0.02% -3,660 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 51,795 $326K <0.01% -537,451 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 50,840 $320K 0.07% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 50,704 $319K 0.1% -1,205 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 50,234 $316K <0.01% -356 13F-HR/A Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 49,937 $315K 0.02% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 47,088 $297K 0.01% -9,121 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 45,650 $288K 0.09% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 42,939 $271K 0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 43,004 $271K <0.01% -11,311 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 42,759 $269K 0.17% -23,339 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 42,666 $269K 0.07% -1,852 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 40,300 $254K 0.11% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 38,724 $244K <0.01% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 38,217 $241K 0.03% +2,764 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 38,062 $240K 0.12% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 37,956 $239K 0.08% 0 13F-HR Timeline Group NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 37,660 $237K <0.01% new 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 37,657 $237K 0.02% 0 13F-HR Timeline Group Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 37,501 $236K 0.15% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 36,032 $227K 0.03% 0 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. 34,921 $220K <0.01% -47,754 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 34,841 $219K 0.04% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 34,356 $216K 0.06% +99 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 34,179 $215K 0.01% -6,390 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 33,537 $211K 0.06% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 33,117 $207K 0.05% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 31,972 $201K 0.09% -454 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 31,873 $201K <0.01% -107,293 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 31,703 $200K <0.01% +13,180 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 30,288 $191K 0.05% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 29,974 $189K 0.02% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 29,954 $189K <0.01% -17,398 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 29,546 $186K 0.01% +610 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 28,800 $181K 0.04% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 28,710 $181K 0.01% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 28,578 $180K 0.01% +896 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,870 $176K <0.01% +22,348 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 27,625 $174K 0.28% +860 13F-HR Timeline North Ground Capital More: the full row for North Ground Capital 27,334 $172K 0.09% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 27,153 $171K 0.11% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 27,130 $171K 0.02% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 26,650 $168K 0.05% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 26,363 $166K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 25,941 $163K <0.01% -1,352 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 25,906 $163K 0.04% +220 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 25,510 $161K 0.11% +299 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 25,480 $161K 0.03% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 25,436 $160K <0.01% +518 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 23,668 $152K 0.01% -6,870 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 23,963 $151K 0.08% -2,179 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 23,668 $149K <0.01% -6,870 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 23,576 $149K 0.02% new 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 23,543 $148K 0.04% -3,177 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 23,060 $145K <0.01% -2,798 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 23,060 $145K 0.15% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 21,663 $136K 0.05% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 21,061 $136K 0.1% +655 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 21,423 $135K <0.01% -28,610 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 21,343 $134K 0.03% -2,503 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 21,297 $134K 0.05% -3,995 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 21,195 $134K 0.04% 0 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 21,184 $133K 0.01% -1,174 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 20,964 $132K <0.01% 0 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 20,687 $130K <0.01% +5,000 13F-HR Timeline Group Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 20,500 $129K 0.13% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,082 $127K <0.01% 0 13F-HR Timeline Group BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 20,000 $126K 0.07% 0 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. 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