LPL Financial LLC More: the full row for LPL Financial LLC 2,837,915 $148M 0.04% +1,092,264 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,044,317 $107M 17.93% +687,855 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,765,078 $92.2M 0.1% +91,726 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/ 1,627,328 $85M 0.01% +857,957 13F-HR/A Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,141,385 $59.6M 5.86% +168,367 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 840,143 $43.9M 12.37% +338,830 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 732,086 $38.2M 1.15% +726,773 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 568,174 $29.7M 8.48% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 503,329 $26.3M +109,423 Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 460,005 $24M 8.95% +183,491 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 405,044 $21.2M 4.83% +15,734 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 399,327 $20.9M <0.01% +36,972 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 325,546 $17M 11.77% -14,955 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 286,368 $15M 3.72% +171,817 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 276,312 $14.4M 0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 268,345 $14M <0.01% +236,682 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 263,212 $13.7M 2.51% +170,143 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 226,231 $11.8M 2.38% +18,256 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 215,804 $11.3M 0.08% +53,750 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 197,483 $10.3M 2.04% +8,136 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 192,366 $10M 0.01% +76,380 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 171,651 $8.97M 0.01% +156,690 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 145,749 $7.61M 0.16% +17,215 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 138,209 $7.22M <0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 126,879 $6.63M 0.01% +78,511 13F-HR Timeline Group Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 115,052 $6.01M 4.92% +52,151 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 114,110 $5.96M 0.01% +88,344 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 110,217 $5.76M 1.03% +68,233 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 107,147 $5.6M 1.01% +64,462 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 106,047 $5.54M 0.01% -28,410 13F-HR Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 102,920 $5.38M 3.88% +110 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 100,518 $5.25M 1.25% +97,089 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 100,232 $5.24M 0.01% +22,008 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 92,420 $4.83M 2.82% +44,766 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 87,444 $4.57M 0.02% +62,656 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 84,875 $4.43M 0.09% +4,432 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 80,327 $4.2M 0.45% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 80,207 $4.19M <0.01% +40,713 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 78,607 $4.11M 1.45% +1,722 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 78,077 $4.08M 0.09% -5,439 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 77,512 $4.05M 0.02% +18,887 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 75,678 $3.95M 0.08% +1,306 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 73,754 $3.85M 0.27% +1,000 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 73,334 $3.83M 2.17% +17,352 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 73,198 $3.81M 0.01% +15,723 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 68,591 $3.58M 0.01% +55,913 13F-HR Timeline Group Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 62,130 $3.26M 2.19% +5,652 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 60,566 $3.16M 0.12% +29,136 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 57,367 $3M 0.01% +6,602 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 56,603 $2.96M 0.01% +33,429 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 56,013 $2.93M 1.07% +6,784 13F-HR Timeline Group AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 55,056 $2.88M 0.7% -110 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 53,667 $2.76M 0.04% +3,060 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 51,918 $2.71M 0.18% +3,207 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 49,348 $2.58M <0.01% +14,491 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 48,185 $2.52M <0.01% +2,657 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 44,194 $2.31M 0.05% +672 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 42,618 $2.22M 0.49% +12,836 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 41,703 $2.18M 1.6% +671 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 41,655 $2.18M +13,771 Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 41,400 $2.16M 0.5% +24,643 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 41,091 $2.15M 0.38% +27,707 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 40,814 $2.13M <0.01% -14,151 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 39,765 $2.08M <0.01% +35,320 13F-HR Timeline Group Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 39,630 $2.07M 0.92% +15,512 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 39,117 $2.04M 0.2% new 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 38,940 $2.03M 0.11% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 37,469 $1.96M 0.47% +23,970 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 35,892 $1.87M 0.21% new 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 33,053 $1.73M 0.55% +6,297 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 31,975 $1.67M 0.03% -1,583 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 29,990 $1.57M 0.6% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 29,943 $1.56M 0.88% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 29,535 $1.54M 0.03% +1,943 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 28,854 $1.51M 0.02% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 28,683 $1.5M 0.07% +19,701 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 27,320 $1.43M 0.82% +1,180 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 27,115 $1.42M 0.23% +8,680 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 27,207 $1.41M 0.32% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 26,178 $1.37M 0.23% +7,051 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 25,115 $1.31M 0.74% +3,324 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 24,305 $1.27M 0.4% -428 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,953 $1.2M <0.01% new 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 22,302 $1.16M 0.77% -2,509 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 21,857 $1.14M 0.03% +10,300 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 21,847 $1.14M 1.19% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 21,460 $1.14M 0.89% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 21,038 $1.1M 0.01% +8,806 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 20,446 $1.07M 0.21% +7,462 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 18,990 $992K 0.12% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 18,356 $959K 0.04% +618 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 18,060 $943K 0.35% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 17,129 $895K 0.02% -517 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 16,917 $884K 0.03% +3,613 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 16,613 $868K 0.06% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 16,570 $865K 0.24% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 15,660 $818K 0.55% +1,217 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,610 $815K 0.02% +5,579 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 15,570 $813K 0.35% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,551 $812K <0.01% +6,620 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 15,151 $791K 0.02% +3,605 13F-HR Timeline Group Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 14,830 $775K 0.58% +1,850 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 14,694 $767K 0.11% +28 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,450 $755K 0.03% new 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 14,158 $739K 0.58% -1,202 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 14,084 $735K 0.21% +264 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 13,608 $711K 1.45% new 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. 13,446 $703K 0.01% +316 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 12,846 $671K 0.16% -25 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,617 $659K 0.04% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,421 $649K 0.04% +6,740 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,186 $636K 0.01% +1,766 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 12,050 $629K 0.04% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,251 $588K <0.01% +2,650 13F-HR/A Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,263 $586K 0.11% +126 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 10,671 $557K 0.08% +3,206 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 10,501 $548K 0.08% +7,312 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,459 $546K 0.01% +779 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,192 $533K 0.06% -175 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,100 $528K 0.03% new 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 9,725 $508K 0.1% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,660 $505K 0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,834 $461K 0.01% +175 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 8,832 $461K 0.31% +3,012 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 7,894 $412K 0.19% +3,606 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,866 $411K 0.07% +396 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,351 $384K 0.01% +570 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 7,321 $382K 0.12% +59 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 7,319 $382K 0.11% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,284 $380K 0.14% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,967 $364K <0.01% 0 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,850 $358K 0.04% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6,840 $357K 0.06% +25 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,361 $333K 0.01% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,366 $332K 0.05% -400 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,281 $328K 0.02% +1 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 6,217 $325K 0.21% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,195 $324K 0.07% +307 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 6,077 $317K 0.13% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,055 $316K 0.21% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,000 $313K 0.02% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,930 $310K 0.02% new 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 5,889 $308K 0.15% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,815 $304K 0.03% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,800 $303K 0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 5,786 $302K 0.2% -1,747 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,755 $301K 0.05% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,650 $295K 0.21% +445 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,601 $293K <0.01% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,511 $288K 0.13% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 5,758 $287K 0.03% -62 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,481 $286K 0.16% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 5,361 $280K 0.06% -1,448 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,283 $279K 0.02% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,311 $277K <0.01% +12 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,201 $272K <0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,102 $266K <0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,930 $258K 0.03% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,744 $248K 0.01% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,618 $241K 0.04% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,600 $240K 0.01% +375 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,540 $237K 0.09% -1,000 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,500 $235K 0.01% new 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 4,415 $231K 0.14% +145 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,396 $230K 0.01% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 4,356 $228K 0.13% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,345 $227K 0.03% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 4,145 $216K 0.05% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,084 $213K <0.01% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,054 $212K <0.01% -223 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,033 $211K <0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,000 $209K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,972 $207K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,972 $207K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,572 $187K <0.01% new 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,523 $184K <0.01% -108 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,114 $163K 0.07% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,883 $151K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,850 $149K <0.01% +350 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,839 $148K 0.07% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,029 $106K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,935 $101K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,554 $81K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,350 $70.5K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,100 $57.5K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 894 $47K <0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 797 $41.6K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 487 $25.4K 0.01% +302 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 483 $25.2K 0.02% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 400 $20.9K 0.03% 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 240 $12.5K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 205 $10.7K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 171 $8.9K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 135 $7.05K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 100 $5.22K <0.01% new 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 43 $2.25K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 31 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 33 $1.73K <0.01% +1 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 25 $1.31K <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $105 <0.01% new 13F-HR Timeline