LPL Financial LLC More: the full row for LPL Financial LLC 4,530,817 $209M 0.06% -700,527 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,468,098 $160M 0.01% -835,890 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,683,343 $124M 0.01% -243,568 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,573,092 $72.5M 0.02% -59,918 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,004,772 $46.3M 0.04% -36,333 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 962,649 $44.4M 0.01% -141,593 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 844,525 $38.9M 0.04% +54,402 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 824,619 $38M 3.42% +81,025 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 769,227 $35.4M 0.01% -554,081 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 675,319 $31.1M 0.01% -250,336 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 623,384 $28.7M 1.33% -8,262 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 592,648 $27.3M 0.02% -88,473 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 575,459 $26.5M 3.55% -154,084 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 503,460 $23M 0.03% +167,111 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 491,887 $22.7M 3.15% -2,975 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 414,503 $19.1M <0.01% -174,352 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 412,963 $19M <0.01% -112,506 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 398,190 $18.3M 0.12% +71,952 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 389,856 $18M 3.78% -6,735 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 379,709 $17.5M 2.69% -2,012 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 378,456 $17.4M 5.64% +7,086 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 371,961 $17.1M 5.51% +3,886 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 368,205 $17M 2.07% +18,664 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 357,731 $16.5M 7.07% +12,559 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 345,054 $15.9M 7.2% +40,285 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 313,433 $14.4M 0.06% -325,823 13F-HR Timeline Group CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 299,374 $13.8M 4.8% +6,346 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 291,627 $13.4M 5.04% +5,544 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 270,968 $12.8M 0.74% +7,296 13F-HR Timeline Group Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 270,876 $12.5M 6.51% +34,107 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 249,620 $11.5M 0.21% -5,377 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 248,336 $11.4M 0.03% -5,052 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 245,531 $11.3M 0.33% +8,297 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 243,686 $11.2M -277,716 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 230,423 $10.6M 0.01% -15,069 13F-HR Timeline Group Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 219,125 $10.1M 4.87% +10,425 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 195,569 $9.01M 2.01% +7,539 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 195,536 $9.01M 0.01% +250 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 181,753 $8.38M 0.04% -18,768 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 173,973 $8.02M 0.51% +4,940 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 170,414 $7.85M 0.26% +4,692 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 166,798 $7.69M 0.01% -50,084 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 164,834 $7.6M 0.13% +1,418 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 164,190 $7.57M 0.04% +7,006 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. 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More: the full row for Greykasell Wealth Strategies, Inc. 118,281 $5.45M 2.3% -5,313 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 118,107 $5.44M 0.04% -1,399 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 114,177 $5.26M 0.01% -1,936 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 114,640 $5.25M <0.01% +6,748 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 109,161 $5.03M 0.15% -10,092 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 107,359 $4.95M 1.36% -243,642 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 103,422 $4.77M 0.2% +1,907 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 100,648 $4.64M 0.25% +60,114 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 96,326 $4.44M <0.01% -3,928 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 94,684 $4.36M 0.02% -3,331 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 86,654 $3.99M 1.08% -387,709 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 85,921 $3.96M 0.46% -2,532 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 83,871 $3.86M 1.44% -3,021 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 82,273 $3.79M 0.02% new 13F-HR Timeline Group Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 80,715 $3.72M 1.31% -41,513 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 79,417 $3.66M 0.07% +8,001 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 79,360 $3.64M 0.02% +1,897 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 71,114 $3.28M 0.05% +3,255 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 68,187 $3.14M 0.98% -76,685 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 68,182 $3.14M 0.44% +1,949 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. 62,302 $2.87M 0.06% -1,397 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 62,168 $2.86M 0.02% +788 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 61,558 $2.84M <0.01% -4,428 13F-HR/A Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 60,699 $2.8M 0.11% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 59,468 $2.74M 0.03% +3,327 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 52,613 $2.48M 0.05% -542 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 51,422 $2.37M 0.8% -1,603 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 47,753 $2.2M <0.01% +2,403 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 47,479 $2.19M 0.04% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 47,224 $2.18M 0.73% -1,780 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 44,936 $2.07M 0.07% -636 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 42,618 $1.96M 0.16% +900 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 41,007 $1.89M 0.05% +1,418 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 38,288 $1.76M 0.04% +1,932 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 37,002 $1.71M <0.01% +1 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 35,572 $1.64M 0.08% -5,718 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 35,469 $1.63M 0.13% +1,053 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 34,132 $1.57M 1.35% -764 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 33,765 $1.56M 0.31% +727 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 33,601 $1.55M 0.08% +101 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 33,165 $1.53M 0.17% -2,742 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 32,219 $1.48M 0.01% -30,020 13F-HR/A Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 31,981 $1.47M 0.02% -95,307 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 31,583 $1.46M 0.35% +2,776 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 30,514 $1.41M 0.22% -87 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 29,752 $1.37M 0.01% -144 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 29,204 $1.35M 0.08% -453 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 29,178 $1.34M 0.41% +3,660 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 28,303 $1.3M 0.18% -31,484 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,219 $1.21M 0.02% -2,681 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 25,164 $1.16M 0.09% -64 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 23,122 $1.07M 0.04% +4,504 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 22,718 $1.05M 0.27% +888 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 22,205 $1.02M 0.07% +514 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 22,264 $1.02M 0.17% +1,120 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 21,660 $998K 0.03% +865 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 21,183 $976K 0.06% +339 13F-HR Timeline First Heartland Consultants, Inc. 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More: the full row for AIFG Consultants Ltd. 19,620 $904K 1.59% -1,547 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 18,834 $868K 0.08% -926 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 18,799 $866K 0.12% +559 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 18,686 $861K 0.05% +3,054 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 18,203 $856K 0.05% -235 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 17,899 $825K 0.01% +1,274 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,039 $785K 0.01% -1,873 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 15,912 $733K 0.01% -2,273 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 15,748 $726K 0.08% +4 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 15,718 $724K 0.17% -207 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 15,540 $716K 0.28% 0 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 13,814 $637K 0.14% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,633 $628K 0.01% +2,018 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 13,219 $609K 0.27% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,909 $549K <0.01% -728 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,638 $536K 0.01% +204 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,406 $526K 0.01% +620 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,024 $508K 0.01% +360 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 11,018 $508K 0.05% -397 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,846 $500K <0.01% -389,717 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,762 $496K 0.04% -373 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 10,476 $483K 0.1% -1,744 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 10,000 $461K 0.15% 0 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 9,986 $460K 0.36% -90 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 9,236 $430K 0.03% -9,120 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 9,111 $420K 0.1% +200 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 9,094 $419K 0.11% +134 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 8,540 $394K 0.39% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 8,461 $390K 0.05% -627 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 8,400 $387K 0.17% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,375 $386K 0.06% +141 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 8,098 $373K 0.09% -1,652 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,058 $371K <0.01% +82 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 8,052 $371K 0.18% -148 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 8,005 $369K 0.12% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 7,991 $368K <0.01% +1,977 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,990 $368K <0.01% +2,130 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,816 $360K 0.05% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,750 $357K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,681 $354K <0.01% -5,044 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 7,654 $353K 0.27% -87 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 7,518 $346K 0.15% -177 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,500 $346K 0.09% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 7,451 $343K 0.09% +3 13F-HR Timeline Astoria Portfolio Advisors LLC. 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More: the full row for Ifrah Financial Services, Inc. 6,705 $309K 0.08% -5,301 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,436 $297K 0.01% -596 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,406 $295K <0.01% -1,873 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,396 $295K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,380 $294K 0.01% +1 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,906 $272K <0.01% -80 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,850 $270K 0.04% +3 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,650 $260K 0.1% 0 13F-HR Timeline Herold Advisors, Inc. 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More: the full row for Essex Financial Services, Inc. 5,000 $230K 0.01% 0 13F-HR Timeline Group Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,932 $227K 0.13% -1,500 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,931 $227K 0.01% -10 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,893 $225K 0.05% -468 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,859 $224K 0.01% 0 13F-HR Timeline Group KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,837 $223K 0.09% +14 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,723 $218K 0.02% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,458 $205K <0.01% -2,798 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 4,388 $202K <0.01% -4,296 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,293 $198K <0.01% -47 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,274 $197K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,142 $191K 0.01% -2,512 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,014 $185K 0.07% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,665 $169K <0.01% -1,354 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,250 $150K 0.06% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,208 $148K 0.05% +58 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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