Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 338,741 $19.9M 1.82% +182,375 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 240,806 $14.1M <0.01% -20,401 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 237,226 $14M 0.08% -20,557 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 180,446 $10.6M <0.01% +164,929 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 172,322 $10.1M 0.05% +6,197 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 84,960 $5M 0.69% +2,645 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 57,649 $3.39M <0.01% +45,565 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 49,167 $2.89M <0.01% +2,616 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 41,261 $2.43M 0.06% -734 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 41,242 $2.43M 0.9% -1,727 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 38,369 $2.26M 0.42% -173 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 35,499 $2.09M 0.14% +17,854 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 34,810 $2.05M 0.62% -2,881 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 32,475 $1.91M 0.02% -825 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 31,850 $1.87M <0.01% -288 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 30,380 $1.79M 0.03% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 30,379 $1.79M 0.49% -1,078 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 29,158 $1.71M <0.01% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 28,417 $1.67M <0.01% +1,915 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 26,578 $1.56M <0.01% -26,203 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 24,288 $1.43M 0.65% -1,088 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,473 $969K <0.01% +678 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 16,363 $962K <0.01% +15,057 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,568 $916K <0.01% -1,163 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,136 $890K 0.01% +126 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,258 $839K 0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,669 $745K <0.01% -16,253 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/ 12,586 $740K <0.01% -38,392 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 9,852 $579K 0.45% +660 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,088 $534K <0.01% -852 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 8,952 $526K 0.06% -553 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,661 $458K 0.03% +324 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,415 $377K 0.03% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 6,011 $354K 0.15% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,308 $313K <0.01% +1,848 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,855 $286K <0.01% +746 13F-HR/A Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,591 $270K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 4,300 $261K 0.17% +3,042 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,348 $256K 0.02% -1,524 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,326 $254K <0.01% 0 13F-HR Timeline Cohalo Advisory LLC More: the full row for Cohalo Advisory LLC 4,026 $237K 14.32% -38 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 4,009 $236K 0.19% -2,588 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,965 $233K 0.01% -290 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,691 $218K 0.03% -889 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,230 $190K <0.01% -120 13F-HR Timeline Group Kroeger Financial Partners More: the full row for Kroeger Financial Partners 3,149 $185K 0.18% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,840 $167K <0.01% +2,386 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,827 $166K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,340 $138K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,266 $133K <0.01% -295 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 2,224 $131K 0.02% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,138 $66.9K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 906 $53.3K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 897 $52.8K <0.01% -32 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 830 $48.8K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 744 $43.8K <0.01% +365 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 724 $42.6K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 493 $29K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 345 $20.3K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 264 $15.5K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 190 $11.2K <0.01% +1 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 95 $5.59K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 67 $3.94K <0.01% -39 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 63 $3.71K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 50 $2.94K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 3 $176 <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.