ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,635,088 $71.8M 0.02% -32,851 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,408,582 $61.9M 0.74% +23,015 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 798,340 $34.8M 0.05% +106,798 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 723,721 $31.8M 6.43% -6,863 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 324,380 $14.2M 0.02% -56,454 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 301,875 $13.3M 0.02% -8,877 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 291,828 $12.8M 0.05% -5,661 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 270,496 $11.9M 0.01% -1,975 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 199,304 $8.75M <0.01% -88,875 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 196,546 $8.63M <0.01% +25,159 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 176,199 $7.74M 0.04% -31,545 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 147,132 $6.46M 0.08% -699,072 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 139,949 $6.15M 0.01% +2,053 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 127,898 $5.62M 0.81% -14,579 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 127,293 $5.59M 0.2% -2,005 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 123,714 $5.43M 0.01% -3,111 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 111,099 $4.88M <0.01% +951 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 104,735 $4.6M 0.01% -3,019 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 104,429 $4.59M 0.76% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 89,536 $3.93M 0.99% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 83,729 $3.68M 0.38% -16 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 82,011 $3.6M 0.02% 0 13F-HR/A Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 80,816 $3.58M 0.12% -9,080 13F-HR Timeline Group MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 80,479 $3.53M 1.74% -410 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 75,982 $3.34M 0.02% -6,512 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 72,116 $3.17M 0.03% -6,546 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 70,678 $3.1M 0.03% -18,572 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 65,615 $2.88M 0.73% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 62,897 $2.76M 0.05% -2,421 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 62,187 $2.73M 0.83% -1,445 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 59,068 $2.59M 0.35% +1,036 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 58,820 $2.58M 1.18% -1,430 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 57,562 $2.53M 0.57% -2,456 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 57,345 $2.52M 0.22% -6,750 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 56,232 $2.47M 0.03% +1,734 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 55,343 $2.43M 0.01% -50 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 55,047 $2.42M 0.01% +294 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 51,162 $2.25M 0.08% -804 13F-HR Timeline Group CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 50,513 $2.22M 1.19% -291 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 49,924 $2.19M 0.36% -3,180 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 49,254 $2.16M 0.64% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 45,224 $1.99M <0.01% -5,228 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 45,025 $1.98M 0.33% -28 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 44,465 $1.95M 0.12% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 43,566 $1.91M 0.05% +553 13F-HR/A Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 42,625 $1.87M 0.41% -3,375 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 39,463 $1.73M 0.26% -684 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 37,910 $1.66M 0.85% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 37,396 $1.64M 0.11% -285 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36,618 $1.61M <0.01% -22,770 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 35,895 $1.58M <0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 35,690 $1.57M 0.34% -6,310 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 34,725 $1.52M 0.33% -355 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 34,383 $1.51M 0.02% -3,797 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 33,791 $1.48M 0.66% -860 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 33,281 $1.46M 0.32% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 32,916 $1.45M 0.19% -385 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 31,357 $1.38M 0.03% -1,419 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 30,807 $1.35M 0.01% -100 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 30,652 $1.35M 0.5% -667 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 30,285 $1.33M 1% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 30,282 $1.33M 0.17% -29,100 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 30,056 $1.32M 0.09% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 28,188 $1.24M 0.62% -6,477 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 28,157 $1.24M 0.35% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 28,048 $1.23M 0.14% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 28,033 $1.23M <0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,510 $1.16M <0.01% -44,044 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 26,384 $1.16M <0.01% -3 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 25,205 $1.11M 0.36% 0 13F-HR/A Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 24,225 $1.06M 0.04% -39,537 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 24,201 $1.06M 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,592 $992K 0.01% -360 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 21,860 $960K 0.76% -457 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 23,600 $942K 0.57% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 20,554 $903K 0.01% +1,004 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 19,450 $854K 0.02% +965 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 19,101 $839K 0.03% -804 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 18,655 $819K 0.03% +12,522 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 18,496 $812K 0.3% -19 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 18,348 $806K 0.12% -2,783 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,813 $782K 0.01% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 17,782 $782K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,277 $759K 0.01% 0 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 17,175 $754K 0.21% 0 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 17,086 $750K 0.15% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 16,656 $731K 0.05% -1,017 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,557 $727K <0.01% +2,757 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 16,062 $705K 0.09% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,983 $702K 0.01% new 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 15,665 $688K 0.24% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,556 $683K <0.01% 0 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,468 $679K 0.01% -413 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 15,415 $677K 0.03% -2,305 13F-HR Timeline Group ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 15,333 $673K 0.55% -4,310 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 15,225 $669K 0.11% -436 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 14,177 $623K 0.57% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,721 $602K 0.02% -250 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 13,680 $601K 0.03% -455 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 12,905 $567K 0.01% -850 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,754 $560K 0.01% -79 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 12,732 $559K 0.16% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,277 $541K 0.01% new 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 12,313 $541K 0.24% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,132 $538K 0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 12,200 $536K 0.04% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 11,600 $509K 0.09% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11,485 $504K 0.05% -1,096 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,145 $489K <0.01% -320 13F-HR/A Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10,783 $473K 0.16% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,745 $472K 0.03% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,414 $457K 0.01% -296 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,884 $434K <0.01% -20 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,486 $417K 0.02% -88 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,414 $413K 0.01% -13,561 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 9,330 $410K 0.14% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,320 $409K <0.01% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,187 $403K 0.01% 0 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,074 $398K 0.05% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,847 $388K 0.02% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 8,799 $386K 0.1% -674 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 8,470 $372K 0.21% -5,423 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 8,287 $364K 0.08% 0 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 7,986 $351K 0.21% -69 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,962 $350K 0.06% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,904 $347K 0.06% -38,525 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 7,884 $346K 0.19% -20,151 13F-HR/A Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 7,808 $343K 0.02% -115 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,685 $337K 0.01% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,434 $326K 0.02% -60 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 7,268 $319K 0.03% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 7,213 $317K 0.1% -1,271 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,969 $306K 0.01% -1,500 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,960 $306K 0.03% -7 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,959 $306K <0.01% 0 13F-HR/A Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 6,865 $301K 0.08% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,750 $296K 0.16% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,690 $294K 0.04% -830 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,685 $294K 0.02% -2,710 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,473 $284K <0.01% +250 13F-HR Timeline Group Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 6,370 $280K 0.2% -4,209 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 6,170 $271K 0.15% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,961 $262K 0.01% -247 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,924 $260K 0.01% -500 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,900 $259K 0.01% -800 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 5,819 $256K 0.13% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,540 $243K 0.09% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,507 $242K 0.02% +169 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,367 $236K 0.05% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 5,361 $235K 0.07% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,300 $233K 0.13% 0 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,204 $229K <0.01% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,132 $225K 0.01% -33,300 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,101 $224K <0.01% -42,832 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,996 $219K <0.01% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 4,887 $215K 0.06% 0 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 4,700 $206K 0.01% -6,365 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,644 $204K <0.01% 0 13F-HR/A Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,635 $204K 0.01% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,593 $202K 0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,560 $200K 0.01% -690 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,518 $198K 0.22% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,230 $186K 0.12% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,000 $132K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,850 $125K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,381 $105K <0.01% +119 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,990 $87.4K 0.02% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,943 $85.3K <0.01% new 13F-HR/A Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,826 $80.2K 0.01% +1 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,572 $69K 0.03% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,500 $65.9K 0.04% 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,329 $58.4K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,212 $53K <0.01% -1,666 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 899 $39.5K 0.02% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 800 $35K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 655 $28.8K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 543 $23.8K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 500 $22K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 445 $19.5K 0.01% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 385 $16.9K 0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 319 $14K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 313 $13.7K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 290 $12.7K <0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 177 $8K <0.01% new 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 51 $2.24K <0.01% 0 13F-HR Timeline