LPL Financial LLC More: the full row for LPL Financial LLC 1,262,946 $60.9M 0.02% +33,528 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 1,077,659 $52M 9.56% -51,972 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 1,050,529 $50.6M 9.64% -72,950 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 587,728 $28.3M 0.11% -686,664 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 531,456 $25.6M 0.04% +440,447 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 481,100 $23.4M 0.83% 0 13F-HR Timeline State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 456,867 $22M 0.09% -300,000 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 421,268 $20.3M 3.99% +15,010 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 420,414 $20.3M <0.01% new 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 413,939 $20M 0.76% +75,240 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 362,635 $17.5M <0.01% -331,308 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 361,675 $17.4M <0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 333,291 $16.1M 0.48% -15,239 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 273,431 $13.2M 1.13% +33,443 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 256,094 $12.3M 1.66% +12,600 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 245,251 $11.8M -241,479 Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 244,723 $11.8M 9.57% +21,362 13F-HR/A Timeline WT Wealth Management More: the full row for WT Wealth Management 235,978 $11.4M 3.37% -5,627 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 224,840 $10.8M 0.02% +29,021 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 206,660 $9.96M 5.08% +12,850 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 200,000 $9.64M 0.18% +25,000 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 185,422 $8.94M 0.02% -3,479 13F-HR/A Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 171,331 $8.26M 1.14% -31,963 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 167,050 $8.05M 0.11% -26,492 13F-HR Timeline Group SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 163,931 $7.9M 0.56% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 148,035 $7.14M 0.03% +232 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 142,194 $6.86M 0.04% +62,819 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 138,756 $6.69M 0.01% -137,778 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 125,120 $6.03M 0.04% +17,440 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 113,886 $5.49M 2.36% new 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 112,337 $5.42M <0.01% +83,600 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 106,338 $5.13M 0.24% -88,136 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 105,024 $5.06M 0.12% -6,007 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 101,749 $4.91M 0.08% -15,084 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 99,314 $4.79M 1.58% -757 13F-HR Timeline Group Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 94,969 $4.58M 1.2% -46,729 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 90,839 $4.38M 0.44% +3,664 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 86,381 $4.16M 0.01% -44,679 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 84,000 $4.05M 0.16% -80,394 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 77,988 $3.76M 0.84% +22,088 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 72,775 $3.51M 0.45% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 70,463 $3.4M 0.02% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 70,457 $3.4M 2.46% +58,257 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 67,999 $3.28M 0.21% +18,885 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 65,817 $3.17M 0.01% -5,755 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 63,448 $3.06M <0.01% +42,255 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 61,669 $2.97M 0.66% -65,235 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 59,402 $2.86M 0.09% +2,777 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 58,989 $2.84M 0.01% -13,094 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 56,044 $2.7M 0.04% +3,412 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 53,880 $2.6M 0.25% -17,860 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 52,894 $2.55M 0.07% +52,534 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 52,384 $2.53M 1.56% +4,503 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 50,306 $2.43M 0.03% -5,110 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 49,752 $2.4M 0.28% +3,907 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 47,459 $2.29M 0.01% -14,904 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 44,184 $2.13M 0.41% +1,950 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 42,659 $2.07M 0.38% +38,301 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 42,709 $2.06M 0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 40,187 $1.94M <0.01% -11,935 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 40,164 $1.94M 0.67% +285 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 37,417 $1.8M 0.74% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 35,000 $1.69M 0.03% 0 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 34,412 $1.66M 0.26% -19,518 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,904 $1.59M <0.01% -17,275 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 31,690 $1.53M 0.76% -34,775 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 31,657 $1.53M 0.12% +1,674 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 31,182 $1.5M 0.43% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 29,238 $1.41M 0.03% +105 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 27,900 $1.35M 0.21% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 24,360 $1.17M 0.07% -269,074 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 23,951 $1.16M 0.04% -1,165 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 23,956 $1.15M 0.07% -53,066 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 22,860 $1.1M 0.68% +2,961 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 22,790 $1.1M 0.05% +4,596 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 22,163 $1.07M 0.09% -6,001 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 21,605 $1.04M 1.08% +1,824 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 21,455 $1.03M 0.01% +4,297 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 20,101 $969K 0.42% +9,413 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 19,378 $934K 0.06% -29,714 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 18,772 $905K 0.03% +17,772 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 18,512 $892K 0.09% -117,036 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 18,023 $869K 0.27% +3,000 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,263 $832K <0.01% -12 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 17,026 $821K 0.12% +3,001 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,820 $811K 0.01% +2,900 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 16,320 $787K 0.02% +1,931 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 16,312 $786K 0.03% +8,256 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 16,178 $780K 0.74% -42,858 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,052 $774K <0.01% -82 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,738 $759K <0.01% -57 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 15,110 $728K 0.02% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,037 $725K 0.06% +4,551 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 14,899 $718K 0.28% +1,160 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 14,198 $684K 0.13% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 14,164 $683K 0.09% +9,054 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 14,125 $681K 0.04% -296 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 14,079 $679K 0.34% -4,311 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 13,909 $671K <0.01% +5,182 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,846 $668K <0.01% -50,454 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,803 $665K 0.01% -14,725 13F-HR Timeline Group Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 13,482 $650K 0.13% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 13,437 $648K 0.39% -11,088 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 12,411 $598K 0.05% +885 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 12,278 $592K 0.06% -256,258 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 11,983 $578K 0.09% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 11,844 $571K 0.05% -465 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 11,606 $560K 0.17% +205 13F-HR/A Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 10,930 $532K 0.1% -330 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 10,302 $497K 0.08% +5,835 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/ 10,134 $488K <0.01% -2,772 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,014 $483K <0.01% -24,118 13F-HR Timeline Group Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 9,987 $482K <0.01% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 9,926 $479K 0.23% -11,190 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 9,758 $470K 0.17% 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 9,610 $463K 0.36% +1,538 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,252 $446K 0.01% +2,341 13F-HR/A Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 9,049 $436K 0.03% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 8,737 $421K 0.12% +4,057 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,575 $416K 0.01% +216 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 8,215 $396K 0.24% -275 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,840 $378K 0.01% -475 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 7,677 $370K 0.01% -530 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,516 $362K <0.01% -21,178 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 7,361 $355K 0.1% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,762 $326K 0.02% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,757 $326K 0.02% -1,990 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 6,500 $313K 0.21% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,300 $304K 0.02% -11,857 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,250 $301K 0.08% 0 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 6,238 $301K 0.36% new 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 6,117 $295K 0.26% -421 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 6,000 $289K 0.01% -100 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,984 $288K 0.01% +605 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,954 $287K <0.01% +4,672 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,394 $260K 0.01% -984 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 5,379 $259K 0.05% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,277 $254K <0.01% +4,757 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 5,090 $245K 0.23% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,000 $241K 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,980 $240K 0.01% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 4,450 $215K 0.04% -2,200 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,406 $212K <0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,328 $209K 0.05% +138 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,273 $206K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,027 $194K <0.01% -4,379 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,020 $194K 0.02% +20 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,660 $176K <0.01% -3,100 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,261 $175K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,400 $116K 0.03% +2,095 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,163 $104K <0.01% -1,213,368 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,023 $97.5K <0.01% -328 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,600 $77.1K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,599 $77.1K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,585 $76.4K 0.09% +17 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,090 $52.5K <0.01% +328 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 926 $44.6K 0.01% +919 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 885 $42.7K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 691 $33.3K 0.01% -1,278 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 516 $24.9K <0.01% +11 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 500 $24.1K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 440 $21.2K <0.01% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 436 $21K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 411 $19.8K <0.01% -2,042 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 225 $10.8K <0.01% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 213 $10.1K <0.01% 0 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/ 196 $9.45K <0.01% -3,040,108 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 131 $6.32K <0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 100 $4.82K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 88 $4.26K <0.01% -7,244 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 51 $2.46K <0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 33 $1.59K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 32 $1.54K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9 $434 <0.01% new 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 5 $241 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1 $36 <0.01% -1,655 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.