LPL Financial LLC More: the full row for LPL Financial LLC 5,556,373 $271M 0.07% -141,869 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,464,054 $266M 0.02% +96,311 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,212,755 $156M 0.03% -194,291 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,287,931 $111M 0.03% +133,638 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,079,372 $101M -30,927 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,348,525 $65.7M +15,763 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,201,943 $58.5M 0.08% +6,418 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,187,254 $57.8M 0.01% +1,725 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,071,859 $52.2M 0.06% +5,939 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 618,898 $30.1M 8.42% +18,130 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 510,992 $24.9M 5.03% -20,540 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 509,591 $24.8M 0.36% -6,948 13F-HR/A Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 507,545 $24.7M 5.92% +76,709 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 506,073 $24.7M 0.41% +433,799 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 443,286 $21.6M +67,793 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 436,738 $21.3M 0.03% -152,274 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 397,008 $19.3M 0.03% -11,686 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 389,401 $19M 0.03% +7,694 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 385,974 $18.8M 0.05% +74,198 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 359,204 $17.5M 2.17% +3,206 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 334,232 $16.3M 0.19% +6,719 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 324,610 $15.8M 0.01% +20,589 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 298,217 $14.5M 0.07% +107,570 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 272,015 $13.4M 3.96% +12,881 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 269,732 $13.1M 2.35% +22,062 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 263,944 $12.9M 0.03% -2,382 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 259,911 $12.7M 1.04% +10,703 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 257,645 $12.5M 5.44% -93,389 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 208,412 $10.2M 0.05% -9,341 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 197,346 $9.61M 0.1% +161,201 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 196,035 $9.55M 4.9% +7,512 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 194,480 $9.47M 0.15% +29,206 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 186,568 $9.09M 0.03% -63,615 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 174,273 $8.49M 0.02% +32,186 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 168,898 $8.23M 1.38% +121,888 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 163,926 $7.98M 2.18% +11,985 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 162,427 $7.91M 0.03% +6,904 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 160,658 $7.83M 0.04% -7,007 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 154,675 $7.53M 0.11% +149,237 13F-HR Timeline Group Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 148,024 $7.21M 1.7% -30,650 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 145,516 $7.09M 0.16% -13,529 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 144,325 $7.03M 0.06% -21,626 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 130,802 $6.37M 0.17% +7,001 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 122,947 $5.99M 0.01% +17,582 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 120,998 $5.89M 0.05% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 116,141 $5.66M 0.34% +5,003 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 107,125 $5.22M 0.41% +21,275 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 102,589 $5M 0.44% +12,931 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 99,814 $4.86M 0.19% +65,923 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 98,779 $4.81M 0.89% +2,924 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 98,607 $4.8M 2.71% +3,566 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 96,432 $4.7M 0.08% +6,250 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 96,281 $4.69M 2.15% +2,612 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 94,826 $4.62M <0.01% -399 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 88,615 $4.32M 1.09% -849 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 88,382 $4.31M 0.03% +5,325 13F-HR Timeline Group TKG Advisors, LLC More: the full row for TKG Advisors, LLC 88,388 $4.31M 1.78% +877 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 87,701 $4.27M 0.04% -49,245 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 82,386 $4.01M 0.04% -443 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 82,007 $3.99M 0.44% +3,400 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 81,383 $3.96M 0.9% +14,941 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 79,409 $3.87M <0.01% +64,912 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 79,302 $3.86M 0.07% +7,120 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 78,091 $3.8M 0.04% -6,418 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 77,532 $3.78M 0.02% +12,070 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 76,246 $3.71M 0.1% +2,711 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 75,392 $3.67M 1.69% +12,480 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 75,141 $3.66M <0.01% -967 13F-HR Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 73,615 $3.59M 1.26% +3,609 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 73,285 $3.57M +3,343 Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 69,368 $3.38M 0.24% +5,500 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 69,012 $3.36M 0.04% +38,528 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 61,307 $2.99M 0.61% +2,485 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 60,887 $2.97M <0.01% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 59,927 $2.92M 0.02% +9,455 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 59,162 $2.88M 0.64% +3,495 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 57,797 $2.82M 0.53% +28,518 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 57,700 $2.81M 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 57,482 $2.8M 0.06% -2,299 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 56,462 $2.75M 0.87% 13F-HR/A Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 56,357 $2.75M 0.68% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 56,278 $2.74M 0.1% +30,597 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 53,778 $2.62M 1.22% -19,062 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 52,423 $2.55M 0.62% +2,719 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 50,656 $2.47M 0.62% +1,751 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 47,063 $2.29M 0.84% -1,586 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 46,661 $2.27M 0.17% -732 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 45,846 $2.23M +22,965 Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 45,586 $2.22M 0.11% -29 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 45,546 $2.22M 0.16% +2,527 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 45,046 $2.19M 0.24% -24,222 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 44,517 $2.17M 0.01% +7,056 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 43,235 $2.11M 1.13% -605 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 41,674 $2.05M 0.01% -5,169 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 41,942 $2.04M 0.05% +3,826 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 40,243 $1.96M 0.12% +9,639 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 40,064 $1.95M 0.33% +1,231 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 39,283 $1.91M 0.1% -375 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 35,034 $1.71M 0.05% -444 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 33,876 $1.65M 0.33% +6,816 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 33,546 $1.63M <0.01% -434 13F-HR Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 33,192 $1.62M 0.71% -8,886 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 33,176 $1.62M 0.55% -99,660 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 33,068 $1.61M 0.01% +41 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 33,023 $1.61M 0.8% +17,748 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,494 $1.58M <0.01% +1,034 13F-HR Timeline Group OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 31,868 $1.55M 1.53% -675 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 31,582 $1.54M 0.39% -13,552 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 30,354 $1.48M 0.64% +11,804 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 30,251 $1.47M 0.01% -12,857 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 29,378 $1.43M 0.04% -47,045 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 29,252 $1.42M 0.07% -1,775 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 28,938 $1.41M 0.04% +7,348 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 28,767 $1.4M 0.48% +1,445 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 28,539 $1.39M 0.04% -2,860 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28,290 $1.38M 0.05% +212 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,193 $1.37M <0.01% +2,697 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 27,693 $1.35M 0.06% -1,081 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 26,988 $1.31M <0.01% +26,583 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 26,848 $1.31M 1.16% -1,378 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 26,477 $1.29M 0.03% -1,428 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 26,273 $1.28M <0.01% +6,629 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 25,477 $1.24M 0.02% -10,030 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 25,121 $1.22M 0.48% +6,087 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 24,795 $1.21M 0.02% +204 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 24,636 $1.2M 0.01% +357 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 24,303 $1.18M 0.33% -506 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 23,017 $1.12M 0.02% -6,266 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 23,013 $1.12M 0.04% -692 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 22,700 $1.11M 0.68% +75 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 22,593 $1.1M 0.17% +6,010 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 22,481 $1.09M 0.05% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 22,123 $1.07M 0.13% -175,617 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 21,407 $1.04M 0.36% -560 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 20,952 $1.02M 0.05% -20,644 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 20,630 $1M 0.06% +11,018 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 20,110 $980K 0.11% -5,810 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 19,312 $941K 0.16% -2,570 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 19,237 $937K 0.04% -3,570 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,224 $936K <0.01% +11,091 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 19,207 $936K 0.34% +1,205 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 19,408 $934K <0.01% +19,381 13F-HR/A Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 18,277 $890K 0.04% +793 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 17,797 $867K 0.06% -89,346 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 17,674 $861K 0.74% +1,905 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 17,069 $831K 0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 16,916 $824K 0.01% -15,792 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 16,729 $815K 0.11% 0 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. 16,437 $801K 0.01% -2,305 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 16,204 $789K 0.04% +2,531 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 16,134 $786K 0.2% -91 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 15,710 $765K 0.24% +3,870 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15,252 $743K 0.06% -2,474 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,878 $725K 0.03% +589 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 14,405 $702K 0.33% +671 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,724 $669K 0.01% -338 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 13,635 $664K 0.04% -3,066 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 13,530 $659K 0.02% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,519 $659K 0.01% -7,312 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 13,331 $649K 0.12% +124 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,632 $610K 0.05% -1,506 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,470 $607K 0.01% -976 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 12,454 $607K 0.25% +59 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,117 $590K 0.03% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 11,998 $584K 0.36% -352 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,860 $578K 0.02% +180 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,471 $559K 0.02% -597 13F-HR/A Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,471 $559K 0.12% +803 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,393 $555K <0.01% -16,955 13F-HR Timeline Group Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 11,390 $555K 0.25% -4,156 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 11,337 $552K 0.22% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 11,200 $546K 0.28% -1,180 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 10,536 $513K 0.2% +79 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 10,429 $508K 0.15% -365 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 10,268 $500K 0.08% -2,089 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 10,238 $499K 0.32% +219 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 10,192 $496K 0.11% +158 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,997 $487K 0.01% +435 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,863 $480K 0.03% -125 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,291 $453K 0.05% +565 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 9,138 $445K 0.04% new 13F-HR Timeline Group 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 8,882 $433K <0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,747 $426K 0.01% -2,076 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,546 $416K 0.01% -36,701 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 8,494 $414K 0.37% 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,480 $413K 0.02% -731 13F-HR Timeline Group Strategic Financial Partners, Ltd. 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