WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 37,728,298 $963M 0.23% +779,863 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,378,001 $239M 0.02% +1,689,798 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,861,014 $73M 0.03% +569,999 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 2,097,516 $53.5M 7% +133,986 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,485,684 $37.9M 0.01% -75,199 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,218,514 $31.1M 0.01% -28,981 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,061,526 $27.1M 0.01% +274,416 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 921,393 $23.5M 0.14% +823,205 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 905,877 $23.1M 3.34% +3,399 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 884,476 $22.6M 1.48% +33,623 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 768,422 $19.6M 0.03% +10,894 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 666,770 $16.3M 0.93% +288,018 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 568,534 $14.5M 0.22% +56,625 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 562,639 $14.4M 0.05% +77,254 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 560,277 $14.3M 0.06% +42,012 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 554,022 $14.1M 0.44% +548,323 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 540,494 $13.8M 0.01% +54,505 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 496,844 $12.7M 2.81% +326,799 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 483,672 $12.3M 3.25% -73,282 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 467,027 $11.9M <0.01% -3,657 13F-HR Timeline Group HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 431,861 $10.3M 6.26% -80,831 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 396,177 $10.1M 3.4% +136,747 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 381,744 $9.74M 5.52% +15,268 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 376,273 $9.6M 0.75% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 363,227 $9.27M 0.02% +32,241 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 350,484 $8.59M 1.34% -19,120 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 312,816 $7.98M 2.18% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 312,635 $7.98M 0.02% -187,759 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 314,303 $7.93M 0.08% -29,231 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 303,133 $7.74M 3% +10,340 13F-HR Timeline Fortress Wealth Management, Inc. 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More: the full row for ARVEST INVESTMENTS, INC. 251,132 $6.41M 1.01% -74,682 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 249,674 $6.37M 0.17% +19,440 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 232,702 $5.94M 0.28% +1,273 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 221,480 $5.65M 1.58% +20,254 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 207,915 $5.3M 0.08% +28,160 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 201,314 $4.82M 1.62% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 152,096 $3.88M 0.01% +105,696 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 145,635 $3.72M 2.21% -4,460 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 135,973 $3.47M 0.08% +27,483 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 134,454 $3.43M 0.36% +1,473 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 133,909 $3.42M 1.19% -3,250 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 126,286 $3.22M 0.64% -977 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 122,835 $3.13M 0.25% +172 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 122,306 $3.12M 0.43% -5,198 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 121,641 $3.1M 1.75% +89,781 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 120,909 $3.09M <0.01% +513 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 120,669 $3.08M <0.01% -90,455 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 118,604 $3.03M 0.04% +11,155 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 145,028 $3M 2.36% +6,130 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 116,774 $2.98M <0.01% -10,788 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 116,096 $2.96M 0.55% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 115,682 $2.95M 0.02% +52,292 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 115,404 $2.94M 0.01% -26,664 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 120,963 $2.93M 0.55% +92,742 13F-HR Timeline Atria Wealth Solutions, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 91,681 $2.34M 0.07% -596 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 90,361 $2.31M 0.01% +71,041 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 85,059 $2.17M 0.99% +27,141 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 82,000 $2.09M <0.01% -3,901 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 81,665 $2.08M 0.03% -10,725 13F-HR Timeline Group FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 81,076 $2.07M 1.46% new 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 80,068 $2.04M 1.86% -2,769 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 74,759 $1.91M 0.01% -5,306 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 79,201 $1.9M 0.04% 0 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 73,422 $1.87M 0.38% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 73,258 $1.87M 0.9% -38,647 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 73,054 $1.86M <0.01% +31,207 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 70,690 $1.8M 0.69% -2,823 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 67,594 $1.73M 0.03% -3,652 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 66,742 $1.7M 0.01% -2,582 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 63,864 $1.63M 2.34% +854 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 63,247 $1.61M 0.01% -1,589 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 60,952 $1.56M 0.09% +27,076 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 58,154 $1.48M 0.37% +967 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 57,785 $1.47M 0.06% +8,511 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 54,559 $1.39M 0.22% +5,734 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 52,884 $1.35M 1.17% -3,345 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 52,852 $1.35M 0.63% -2,187 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 53,150 $1.32M 0.04% -2,173 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 50,730 $1.29M <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 49,959 $1.27M <0.01% +47,883 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 49,933 $1.27M 0.01% -44,642 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 51,527 $1.26M 0.18% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 47,798 $1.22M 0.07% +33,999 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 47,776 $1.22M 0.94% -48 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 46,422 $1.18M 0.21% +7,500 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 46,419 $1.18M 0.37% -78,603 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 45,875 $1.17M 0.1% -3,637 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 45,773 $1.17M 0.22% +1,773 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 43,928 $1.12M <0.01% -2,281 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 42,181 $1.08M 0.26% -15 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 41,835 $1.07M <0.01% +6,828 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 41,622 $1.06M 0.07% -5,203 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 41,006 $1.05M 0.07% -14,069 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 40,557 $1.04M 0.02% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 39,312 $1M 0.8% +578 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 37,929 $968K 0.01% +3,141 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 36,744 $938K 0.23% -9,430 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 34,825 $889K 0.06% -480 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 34,512 $881K 0.03% +14,373 13F-HR Timeline Group Envision Financial LLC More: the full row for Envision Financial LLC 33,445 $854K 0.64% -201 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 32,643 $833K 0.01% +2,963 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 31,631 $807K 0.01% -4,067 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 30,586 $781K 0.22% -4,708 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 29,438 $750K 0.01% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 27,000 $689K 0.05% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 26,889 $686K 0.06% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 25,462 $652K 0.25% +650 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 25,414 $649K 0.12% +1,491 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 25,096 $640K 0.09% -314 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 24,683 $630K 0.05% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 24,628 $628K 0.03% -530 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 25,434 $620K 0.26% -6,937 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/ 24,171 $617K <0.01% +23,754 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 23,782 $607K 0.02% +5,268 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 23,521 $600K 1.06% +78 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 23,083 $589K 0.59% +728 13F-HR Timeline Lunt Capital Management, Inc. 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COLE ADVISORS, INC. 20,187 $515K 0.02% +3,084 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 20,122 $514K 0.29% -12,607 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 20,030 $511K 0.01% +464 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 19,621 $501K 0.05% +2,832 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 19,606 $500K 0.14% -3,585 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,748 $478K 0.01% +4,528 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,879 $456K 0.01% -569 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 17,833 $455K 0.12% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 17,164 $438K 0.12% -5,721 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 17,011 $434K 0.01% -1,994 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 16,657 $425K 0.14% +1,602 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 16,574 $423K 0.49% +2,587 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,443 $420K 0.01% -1,355 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,854 $405K <0.01% +986 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 14,983 $382K 0.04% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,808 $378K <0.01% -4,997 13F-HR Timeline Group Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 14,530 $371K 0.33% -29,032 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 13,869 $354K 0.24% +139 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 13,547 $346K 0.04% -5,590 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 13,220 $337K 0.1% -1,182 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 12,970 $331K 0.04% +3,256 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,338 $315K 0.01% -4,337 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,068 $308K 0.02% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 11,859 $303K 0.16% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,770 $300K 0.01% +279 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 11,718 $299K 0.01% -116 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,382 $290K 0.01% -486 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,950 $280K 0.01% +3,758 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 10,831 $276K 0.02% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 10,685 $273K 0.25% +883 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,601 $271K <0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,580 $270K 0.01% -695 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 10,010 $255K 0.33% -909 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,958 $254K 0.02% +138 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,870 $252K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,698 $248K <0.01% -95 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,583 $245K 0.01% -4,806 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,406 $240K 0.01% -3,913 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 9,330 $238K 0.19% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,196 $235K 0.01% +13 13F-HR/A Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 9,179 $234K 0.12% new 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 9,144 $233K 0.04% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 9,107 $233K 0.03% new 13F-HR Timeline Group LANDMARK WEALTH MANAGEMENT, INC. 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More: the full row for Geneos Wealth Management Inc. 5,330 $136K <0.01% +3,859 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,165 $132K <0.01% -1,041 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,827 $123K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,894 $73.9K <0.01% -500 13F-HR Timeline Group