TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,006,461 $21.6M 1.75% +114,701 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 584,105 $12.5M 1.05% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 508,522 $10.9M 0.02% +95,749 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 500,927 $10.8M 0.14% +4,890 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 263,239 $5.65M 1.25% +97,690 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 216,292 $4.64M <0.01% +214,463 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 176,273 $3.79M <0.01% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 172,332 $3.7M <0.01% +123,635 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 166,691 $3.58M <0.01% -31,894 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 143,341 $3.08M <0.01% +21,894 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 123,722 $2.66M 0.04% new 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 103,664 $2.23M 0.14% -18,072 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 99,800 $2.14M <0.01% -193 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 95,185 $2.04M <0.01% new 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 88,321 $1.91M 0.29% +18,309 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 86,801 $1.86M <0.01% +45,806 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 82,851 $1.78M 0.71% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 77,451 $1.66M 0.13% +50,856 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 77,294 $1.66M 1.1% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 43,895 $943K 0.02% +13,636 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 41,080 $882K 0.46% -34,911 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 40,568 $871K <0.01% +13,559 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 38,483 $825K 0.1% +8,049 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 29,307 $629K 0.54% +2,538 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 24,371 $523K 0.96% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 24,222 $520K 0.07% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 19,259 $414K 0.01% +2,521 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 17,329 $372K <0.01% +3,686 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,000 $258K 0.05% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,950 $235K 0.05% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,450 $139K <0.01% +1,200 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,550 $76.2K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,147 $67.6K <0.01% +117 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,778 $38.2K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,408 $30.2K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,261 $27.1K <0.01% new 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 904 $19.4K 0.01% +250 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 645 $14K <0.01% +7 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 384 $8.25K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 312 $6.68K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 167 $3.59K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 118 $2.53K <0.01% -22 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 117 $2.51K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 65 $1.39K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 64 $1.37K <0.01% new 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 31 $666 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5 $107 <0.01% 0 13F-HR Timeline