Cetera Investment Advisers More: the full row for Cetera Investment Advisers 196,278 $12.9M 0.01% +12,448 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 141,334 $9.3M 2.8% +1,469 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 123,946 $8.15M 0.18% +10,992 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 102,995 $6.77M 0.08% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 83,185 $5.47M 1.61% +41,740 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 82,843 $5.45M 0.57% +12,991 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 80,053 $5.27M 3.07% +3,939 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 75,504 $4.97M 0.01% +27,864 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 67,707 $4.45M 0.1% -28,583 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 66,614 $4.38M <0.01% +629 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 64,471 $4.24M 0.01% +11,199 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 57,724 $4.16M 0.25% +5,480 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 58,577 $3.85M 0.01% +6,116 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 49,080 $3.23M 0.03% +10,560 13F-HR Timeline Group HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 48,481 $3.19M 1.97% -4,020 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 47,517 $3.13M +17,032 Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,557 $3M <0.01% +22,795 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 45,396 $2.99M 0.03% new 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 44,039 $2.9M 0.05% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 41,040 $2.7M <0.01% +11,272 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 36,661 $2.41M 0.01% +6,978 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 32,728 $2.15M 0.01% -13,000 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 32,079 $2.11M 0.11% +15,032 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 31,807 $2.09M 0.23% +7,343 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 31,477 $2.07M 1.39% -1,348 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 26,211 $1.72M 0.91% +2,122 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,161 $1.72M <0.01% +12,091 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 25,278 $1.66M 0.07% +1,477 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 24,989 $1.64M <0.01% -111 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 21,294 $1.4M 0.02% +7,923 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 21,075 $1.39M 0.17% -844 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 20,917 $1.38M 0.03% +7,865 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,011 $1.32M <0.01% +11,753 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 19,781 $1.3M <0.01% +4,072 13F-HR Timeline Group Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 19,773 $1.3M 1.96% +10,836 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,372 $1.21M 0.06% +4,383 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 18,343 $1.21M 0.31% +2,425 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 17,939 $1.18M 0.06% +3,651 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 17,920 $1.18M 0.04% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,177 $1.13M 0.01% +4,490 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 16,004 $1.05M 1.69% -158,595 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 15,881 $1.04M 0.06% +58 13F-HR Timeline Group WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 14,490 $953K 0.62% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,462 $951K 0.02% +805 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 14,253 $937K 0.29% +1,474 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,341 $877K 0.01% -21 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,773 $840K 0.09% +3,700 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,367 $813K <0.01% +1,166 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 10,643 $784K 0.28% +6,079 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,473 $755K 0.11% +8,260 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,820 $712K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,780 $709K <0.01% -1,347 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,678 $702K 0.01% -845 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 10,640 $700K 0.16% +333 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,300 $677K 0.02% +1,146 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 10,275 $676K 0.09% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,067 $662K <0.01% 0 13F-HR Timeline Group CMC Financial Group More: the full row for CMC Financial Group 9,854 $648K 1.31% -3,285 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 9,777 $643K 0.56% 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 9,684 $637K 0.23% +731 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,009 $593K 0.03% -9,702 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,727 $574K 0.03% +16 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,646 $569K 0.04% +2,811 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,646 $569K 0.06% +274 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 7,910 $520K +3,960 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,633 $511K <0.01% +235 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,370 $485K <0.01% +1,056 13F-HR Timeline Group RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 7,296 $480K 0.31% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7,166 $471K 0.05% +2,663 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 7,094 $467K 0.08% +1,059 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,915 $455K 0.06% +408 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 6,711 $441K 0.02% -1,182 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,504 $428K <0.01% -6,323 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 6,184 $407K 0.07% +219 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,080 $400K <0.01% -415 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,060 $399K 0.01% -14,983 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,990 $394K 0.02% +2,000 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,736 $377K <0.01% +477 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 5,690 $374K <0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,645 $371K <0.01% -75 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,600 $368K 0.13% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,517 $363K <0.01% +1,868 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,466 $359K <0.01% +10 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,310 $349K 0.06% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,172 $340K 0.1% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,807 $316K <0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,701 $309K 0.04% +342 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,442 $292K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,391 $289K 0.03% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,330 $285K 0.05% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,245 $279K 0.01% +198 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,927 $279K <0.01% +350 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 4,165 $274K 0.01% new 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 4,161 $274K 0.27% +3,200 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 4,013 $264K 0.18% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,933 $259K 0.02% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,776 $248K 0.08% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,545 $233K <0.01% +312 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,538 $233K 0.02% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,329 $219K 0.03% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,202 $211K 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,085 $203K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,584 $170K <0.01% +229 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,563 $169K <0.01% +1,355 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,348 $158K <0.01% +911 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,275 $150K <0.01% +313 13F-HR Timeline Group Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 2,102 $138K 0.09% +37 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,876 $126K 0.01% +172 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,657 $111K <0.01% +17 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,536 $101K <0.01% -370 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/ 1,331 $87.7K <0.01% 0 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,187 $78.1K 0.1% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,021 $67.2K <0.01% +250 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,002 $65.9K <0.01% +800 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 832 $54.7K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 824 $54.2K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 811 $53.3K <0.01% +25 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 805 $52.9K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 802 $52.7K <0.01% -32,980 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 801 $52.7K <0.01% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 784 $51.6K <0.01% -26,922 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 800 $50.8K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 745 $49K <0.01% +575 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 700 $46.1K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 684 $45K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 671 $44.1K <0.01% -25 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 619 $40.7K <0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 601 $40K <0.01% +5 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 600 $39.5K <0.01% +350 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 575 $37.8K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 553 $36.4K <0.01% -12 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 535 $35.2K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 531 $34.9K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 500 $32.9K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 500 $32.9K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 450 $29.6K 0.08% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 441 $29K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 378 $27.6K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 415 $27.3K <0.01% +6 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 384 $25.3K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 360 $23.7K <0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 329 $21.6K <0.01% +77 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 295 $19.4K 0.01% -100 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 250 $16.4K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 221 $14.5K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 220 $14.5K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 200 $13.2K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 160 $10.5K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 151 $9.94K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 145 $9.54K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 143 $9.41K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 143 $9.41K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 120 $7.89K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 119 $7.85K <0.01% -15 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 100 $6.58K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 50 $3.29K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 45 $3K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 40 $2.63K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 34 $2.26K <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 30 $1.97K <0.01% -100 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 27 $1.79K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 23 $1.51K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14 $930 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 10 $658 <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 5 $332 <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1 $53 <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $52 <0.01% new 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.