ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,715,451 $68.5M 0.02% +218,896 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,215,102 $48.5M 0.86% +42,057 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 735,726 $29.4M 6.84% -18,737 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 656,244 $26.2M 0.06% +75,383 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 369,942 $14.8M 0.02% +93,399 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 306,127 $12.2M 0.03% +191,997 13F-HR/A Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 288,172 $11.5M 0.06% +77,233 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 282,510 $11.3M <0.01% +50,561 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 246,508 $9.84M 0.02% +2,216 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 186,350 $7.44M 0.04% -36,177 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 183,924 $7.34M 0.11% +44,969 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 159,870 $6.38M <0.01% +114,949 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 157,230 $6.28M 0.01% +32,231 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 131,493 $5.25M 0.95% +34,059 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 130,697 $5.22M 0.01% +19,986 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 125,004 $4.99M 0.22% +22,626 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 107,944 $4.31M 0.05% +32,992 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 107,713 $4.3M <0.01% +23,605 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 107,181 $4.28M 0.01% +1,378 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 104,429 $4.17M 0.87% +18,160 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 90,581 $3.6M 0.22% -9,122 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 89,038 $3.56M 0.87% +11,135 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 88,174 $3.52M 0.04% -3,411 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 87,739 $3.5M 0.03% +1,174 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 84,989 $3.39M 0.67% +70,199 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 83,894 $3.35M 0.41% +1,285 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 82,011 $3.28M 0.02% +7,798 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 80,609 $3.22M 1.88% +4,352 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 77,257 $3.09M 0.01% +5,917 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 75,296 $3.01M 0.07% -19,197 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 67,588 $2.7M 1.57% +2,729 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 66,595 $2.66M 0.27% -12,871 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 65,615 $2.62M 0.86% -1,590 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 64,950 $2.59M <0.01% +25,057 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 59,697 $2.38M 0.34% +350 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 59,117 $2.36M 0.61% -11,574 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 56,407 $2.25M 0.39% +30,585 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 56,157 $2.24M 0.78% +2,380 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 55,273 $2.21M 0.01% +14,078 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 54,498 $2.18M 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 54,475 $2.18M 0.07% +30,914 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 54,036 $2.16M 0.01% +23,729 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 51,892 $2.07M 0.01% -1,781 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 50,904 $2.03M 1.36% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 47,685 $1.9M 0.02% +143 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 46,429 $1.85M 0.38% +5,418 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 46,000 $1.84M 0.5% -1,067 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 45,203 $1.81M 0.43% +19,045 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 44,533 $1.78M 0.13% +15,718 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 41,192 $1.64M 0.31% +293 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 38,210 $1.53M 1.06% -400 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 37,681 $1.5M 0.13% +1,279 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 36,518 $1.46M 0.39% 0 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 36,125 $1.44M 0.5% +1,693 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 35,786 $1.43M 0.03% +3,552 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,451 $1.42M 0.04% +29,534 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 35,080 $1.4M 0.37% -4,130 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 34,172 $1.36M 0.34% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 33,451 $1.34M 0.67% -1,500 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 33,192 $1.33M 0.01% -17,125 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 33,040 $1.32M 0.04% +118 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 32,583 $1.3M 0.02% +26,090 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 31,338 $1.25M 0.57% +32 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 31,101 $1.24M 0.17% -190 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 30,899 $1.23M <0.01% +19,837 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 30,833 $1.23M <0.01% new 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 30,285 $1.21M 1.14% new 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 30,121 $1.2M 0.76% +8,307 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 30,056 $1.2M 0.1% -2,659 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 29,567 $1.18M 0.03% -8,312 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 29,222 $1.17M 0.01% +1,905 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 28,679 $1.15M 0.7% -227,150 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 26,658 $1.06M <0.01% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 26,178 $1.05M 0.14% +12,248 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 25,205 $1.01M 0.48% 0 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 24,201 $966K 0.04% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 23,600 $942K 0.57% +3,271 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,438 $936K 0.03% +8,671 13F-HR Timeline FSA Advisors, Inc. 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More: the full row for ORBA Wealth Advisors, L.L.C. 20,543 $820K 0.41% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 19,905 $795K 0.04% -421 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 18,614 $743K 0.53% -14,713 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 18,396 $735K 0.09% +4,973 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,907 $715K <0.01% -20,147 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,813 $711K 0.01% +449 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 17,782 $710K 0.02% -51,958 13F-HR/A Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 17,501 $699K 0.24% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,277 $690K 0.01% 0 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 17,175 $686K 0.28% +10,915 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 16,995 $679K 0.04% -19,554 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,757 $669K 0.01% -277 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 16,632 $664K <0.01% +1,010 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 15,665 $626K 0.26% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,556 $621K <0.01% +6,949 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 15,661 $600K 0.13% +2,371 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 14,902 $595K 0.1% +375 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,977 $558K 0.03% -2,537 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 13,893 $556K 0.4% +8,914 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,808 $551K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,800 $551K 0.01% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 13,755 $549K 0.01% new 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12,928 $524K 0.56% +1,452 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 12,657 $505K 0.14% +3,766 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,412 $496K 0.02% +5,093 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 12,281 $490K 0.16% +37 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,132 $485K 0.02% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 12,200 $483K 0.05% new 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 12,048 $481K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,959 $478K 0.01% +1,222 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 11,600 $463K 0.1% +2,900 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 11,374 $454K 0.36% -1,033 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 11,334 $453K 0.06% -12,356 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11,065 $442K 0.03% +4,700 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 10,931 $437K <0.01% +3,772 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10,783 $431K 0.17% +740 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,745 $429K 0.03% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,183 $407K <0.01% -14,026 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,150 $405K 0.03% +20 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 10,000 $399K 0.18% +1,500 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,904 $396K 0.01% -3,282 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 9,639 $385K 0.12% +2,536 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,603 $383K 0.03% +2,900 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 9,603 $383K 0.12% -416 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,592 $383K 0.02% -6,832 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 9,571 $382K 0.04% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,491 $378K 0.04% -2,607 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,442 $377K 0.01% +1,390 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 10,067 $374K 0.39% 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,320 $372K <0.01% -2,885 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,187 $367K 0.02% new 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,116 $364K 0.01% +805 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,074 $362K 0.05% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,022 $360K 0.02% -25 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,885 $355K 0.01% -70 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,469 $338K 0.01% +1,111 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 8,287 $331K 0.09% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,962 $318K 0.06% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 7,923 $316K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,669 $306K 0.02% -6,851 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7,660 $306K 0.12% -240 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,520 $300K 0.05% -1,315 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,494 $299K 0.03% +900 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 7,246 $289K 0.1% +953 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,128 $285K 0.05% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,061 $282K <0.01% 0 13F-HR Timeline Group Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 7,055 $282K 0.43% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,967 $278K 0.03% -170 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 6,865 $274K 0.08% +515 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,750 $270K 0.16% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,524 $261K 0.01% -4,897 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 6,443 $257K 0.11% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 6,300 $252K 0.2% -600 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,223 $249K <0.01% 0 13F-HR Timeline Group Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 6,170 $246K 0.17% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,133 $245K 0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,108 $244K 0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,675 $227K 0.02% -300 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,605 $224K <0.01% -534 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 5,605 $224K <0.01% -534 13F-HR/A Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,367 $214K 0.05% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,204 $208K 0.01% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,184 $207K 0.04% -290 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,132 $205K 0.01% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,100 $204K 0.01% -100 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,095 $203K 0.02% -18,134 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,996 $200K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,518 $180K 0.24% +762 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,230 $169K 0.11% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,878 $115K <0.01% -2,910 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,850 $114K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,619 $105K 0.01% -181 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,000 $79.9K 0.05% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,990 $79.5K 0.02% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,652 $66K 0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,572 $62.8K 0.04% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,507 $60.2K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 800 $32K 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 766 $30.6K <0.01% +250 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 734 $29.5K <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/ 543 $21.7K <0.01% -13,960 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 428 $17.1K 0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 319 $12.7K 0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 236 $9K <0.01% new 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 71 $2.83K <0.01% 0 13F-HR Timeline Group Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 68 $2.72K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 51 $2.04K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 50 $2K <0.01% -50 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.