Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 910,700 $22M 11.07% -2,751 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 850,524 $20.6M 1.43% -9,402 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 798,775 $19.3M 2.28% +51,981 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 414,341 $10M 1.26% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 352,517 $8.52M <0.01% +11,806 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 189,147 $4.57M <0.01% +36,093 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 176,456 $4.27M <0.01% +21,839 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 105,890 $2.56M 1.02% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 102,330 $2.47M 0.01% -23,305 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 72,171 $1.75M 0.14% -15,118 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 57,215 $1.38M 0.88% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,591 $1.27M <0.01% +359 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 52,550 $1.27M <0.01% -20,608 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 50,443 $1.22M 0.22% -176 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 42,865 $1.04M <0.01% +8,105 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 41,688 $1.01M 0.01% +887 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 40,198 $972K <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 37,485 $907K <0.01% +17,598 13F-HR/A Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 29,661 $717K 0.41% -19,341 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 28,710 $688K 0.35% +5,010 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,829 $600K <0.01% -536 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 24,469 $592K 0.16% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 20,186 $488K <0.01% 0 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 19,459 $471K <0.01% +6,548 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 19,380 $469K <0.01% -2,743 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 18,261 $442K <0.01% new 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 17,289 $418K 0.28% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,363 $396K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,077 $364K <0.01% +12,286 13F-HR/A Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 14,600 $350K 0.14% -700 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 14,227 $345K 0.04% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,023 $267K 0.02% -597 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,029 $243K <0.01% -202 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,000 $242K 0.01% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,688 $210K <0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,592 $208K <0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,509 $206K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 8,385 $203K 0.05% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,417 $155K <0.01% new 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,050 $49.6K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,409 $34.1K <0.01% +1,375 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,262 $30.5K 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/ 1,000 $24.2K <0.01% 0 13F-HR/A Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 577 $14K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 405 $9.79K <0.01% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 191 $4.62K <0.01% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 75 $1.81K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 37 $895 <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 33 $798 <0.01% 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 16 $387 <0.01% -50 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 5 $121 <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1 $24 <0.01% 0 13F-HR Timeline Group 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.