LPL Financial LLC More: the full row for LPL Financial LLC 7,540,031 $179M 0.05% +749,172 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,818,265 $138M 0.03% +1,250,415 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,422,488 $81.1M +404,769 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,764,825 $65.6M 0.02% -4,446 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,623,867 $62.2M 0.4% +137,478 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,545,547 $36.6M 0.05% +903,553 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,191,066 $28.2M 0.03% +492,390 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 1,120,410 $26.6M 12.37% +750,861 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 845,385 $20M <0.01% +98,417 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 767,968 $18.2M 0.04% -18,119 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 618,543 $14.7M 0.01% -73,078 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 584,515 $13.9M 0.04% -99,740 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 530,406 $12.6M 0.04% +219,901 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 528,415 $12.5M <0.01% +517,536 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 425,794 $9.93M 0.01% +39,462 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 405,102 $9.6M 0.83% +46,646 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 375,341 $8.9M 1.17% -12,235 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 363,278 $8.61M 0.32% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 286,895 $6.8M 0.17% -6,980 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 266,313 $6.31M 0.17% +46,681 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 256,482 $6.08M <0.01% +168,180 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 242,339 $5.75M 0.38% +8,471 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 233,927 $5.54M 0.01% +773 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 227,594 $5.4M 0.01% +28,906 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 215,844 $5.12M 0.01% +127,049 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 215,391 $5.11M +71,823 Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 213,902 $5.07M 0.57% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 198,804 $4.71M 1.7% +11,183 13F-HR/A Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 198,053 $4.7M 3.01% -2,994 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 192,614 $4.57M 1.35% +75,351 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 188,113 $4.44M 0.1% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 162,444 $3.85M <0.01% +68,123 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 148,041 $3.51M 0.03% +18,357 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 142,475 $3.38M 0.03% +1,285 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 139,079 $3.3M 0.02% +119,032 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 129,939 $3.08M 0.05% -3,400 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 129,316 $3.07M 0.19% +18 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 126,285 $2.99M 0.15% +48,063 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 125,026 $2.96M 0.24% +11,252 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 123,537 $2.93M 0.07% +11,741 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 118,668 $2.81M 0.02% +99,688 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 115,082 $2.73M 0.05% +21,719 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 112,979 $2.68M <0.01% +94,350 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 111,808 $2.65M 0.21% +7,277 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 108,601 $2.57M 1.87% +9,758 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 107,753 $2.55M <0.01% +38,904 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 104,043 $2.47M 0.29% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 102,265 $2.42M 0.05% -22,010 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 100,495 $2.38M 0.03% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 93,504 $2.22M 0.04% -5,476 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 92,595 $2.2M 0.05% -10,429 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 90,000 $2.15M 0.06% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 86,591 $2.05M 0.85% -1,893 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 86,165 $2.04M 0.03% +14,521 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 84,622 $2.01M 0.03% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 76,042 $1.8M 0.6% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 73,842 $1.75M <0.01% +46,034 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 69,881 $1.66M 0.05% +2,517 13F-HR Timeline Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 67,000 $1.59M 0.8% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 66,919 $1.59M 0.02% +1,261 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 65,119 $1.54M <0.01% -29,446 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 64,331 $1.53M 0.01% +18,445 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 62,324 $1.48M 0.17% +384 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 61,485 $1.46M 0.04% +10,176 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 60,823 $1.44M 0.41% +2,819 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 55,500 $1.32M 0.08% +6,320 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 54,233 $1.29M 0.01% -7,330 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 51,815 $1.26M 0.83% -2,005 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 52,995 $1.26M 0.22% +1,552 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 52,659 $1.25M 0.08% +9,182 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 51,940 $1.23M 0.03% +32,607 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 51,106 $1.21M 0.52% +421 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 49,749 $1.18M 0.34% -1,000 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 48,773 $1.15M 0.34% +13,000 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 47,609 $1.13M 0.02% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 47,048 $1.12M 0.01% +9,325 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 46,593 $1.1M 0.07% +9,678 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 45,766 $1.09M 0.01% +17,683 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 45,446 $1.08M 1.64% -3,385 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 43,466 $1.03M 0.04% +20,374 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 43,024 $1.02M 0.01% +743 13F-HR Timeline Group Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 41,800 $991K 0.51% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 40,290 $955K 0.07% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 40,088 $950K 0.02% +15,478 13F-HR/A Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 39,386 $934K 0.24% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 39,268 $931K 0.05% +4,800 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 37,360 $886K 0.41% +3,059 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 38,497 $876K 0.07% +1,000 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 35,399 $839K <0.01% +11,212 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35,314 $837K 0.03% +30,765 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 34,079 $808K 0.01% -812 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 31,415 $745K 0.34% +2,762 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 30,473 $723K 0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 29,197 $694K 0.06% -6,942 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/ 28,539 $677K <0.01% +28,538 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 27,624 $655K <0.01% +11,205 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 27,354 $649K <0.01% +1,404 13F-HR/A Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 27,193 $645K 0.01% +1,637 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,723 $634K 0.01% +3,281 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 24,951 $592K 0.22% new 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 24,802 $588K 0.33% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 22,979 $545K 0.18% +404 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 22,642 $537K 0.37% -8,616 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 22,425 $532K 0.03% -2,090 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 22,279 $528K 0.02% +9,257 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 21,898 $519K 0.01% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 21,796 $517K <0.01% -886 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 21,602 $512K 0.17% -5,495 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 21,379 $507K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,236 $504K <0.01% +38 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 20,548 $487K 0.02% +5 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 19,889 $472K 0.07% +173 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 19,850 $471K 0.07% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 19,768 $469K 0.02% +4,139 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 19,667 $466K <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 19,290 $457K 0.12% -35,255 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 19,180 $455K 0.19% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 18,793 $446K 0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,110 $406K 0.01% 0 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 16,716 $396K 0.21% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 16,090 $381K 0.11% +3,743 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 16,080 $381K 0.13% +597 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 15,992 $379K 0.02% -505 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,848 $376K 0.03% +924 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 15,566 $369K 0.08% 0 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 15,543 $369K 0.41% 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 15,226 $361K <0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 15,203 $360K 0.01% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 15,066 $357K 0.07% +400 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 14,956 $355K 0.01% +233 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 14,807 $351K 0.09% -205 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 14,779 $350K 0.09% -350 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,699 $349K 0.02% +5,649 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,369 $341K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,004 $332K 0.02% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 13,595 $322K 0.04% +154 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 13,424 $318K 0.06% 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 13,155 $312K 0.12% +285 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,096 $311K <0.01% -35,315 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,856 $305K <0.01% -58 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,936 $283K 0.16% -202 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 11,546 $274K 0.04% +1,284 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 11,208 $266K 0.18% +28 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 11,017 $261K 0.03% -199 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 10,800 $256K 0.01% +7,300 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 10,480 $248K 0.03% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,353 $245K 0.02% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,318 $245K <0.01% +14 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 10,186 $242K 0.11% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,175 $241K 0.01% -152 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,080 $239K <0.01% new 13F-HR Timeline Group Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 9,763 $231K 0.08% -10,100 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 9,382 $222K 0.07% +204 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,281 $220K 0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 8,948 $212K 0.02% +611 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,509 $202K <0.01% -3,210 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,446 $200K 0.01% -12,034 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,369 $175K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,384 $128K <0.01% +949 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,307 $126K 0.01% +1,799 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 4,475 $106K 0.07% +216 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,279 $77.7K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,000 $47.4K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,852 $43.9K <0.01% -219 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,669 $39.6K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,530 $36.3K <0.01% -30 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,518 $36K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,481 $35.1K 0.01% +668 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,405 $33.3K <0.01% +1,044 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,119 $26.5K <0.01% new 13F-HR/A Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 913 $21.6K <0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 866 $20.5K 0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 648 $15.4K <0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 600 $14.2K 0.02% 13F-HR/A Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 575 $13.6K 0.01% +12 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 500 $11.9K 0.02% -2,400 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 490 $11.6K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 350 $8.3K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 115 $2.73K <0.01% +2 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 29 $688 <0.01% -49 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18 $427 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 14 $332 <0.01% 0 13F-HR Timeline