ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 3,390,275 $135M 0.04% +109,908 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,740,086 $71.9M 0.55% +78,412 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 897,402 $37.1M 0.04% +392,350 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 832,368 $34.4M 0.35% +680,734 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 524,966 $21.7M 0.01% +243,618 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 450,873 $18.6M 0.02% +102,302 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 445,280 $18.5M 0.03% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 349,970 $14.5M 0.02% +50,409 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 317,011 $13.1M <0.01% +38,780 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 290,038 $12M 0.01% +57,423 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 239,097 $9.87M 0.05% +74,713 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 228,425 $9.43M 1.65% -1,406 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 203,128 $8.39M 0.01% +99,493 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 178,110 $7.36M 0.44% -2,901 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 171,121 $7.07M 0.01% +32,101 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 168,332 $6.95M +57,952 Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 162,261 $6.7M 2.71% +19,765 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 137,675 $5.69M 0.02% -64,785 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 137,093 $5.66M 0.14% +100,161 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 128,672 $5.31M 2.84% +4,284 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 128,436 $5.3M 2.47% +45,242 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 113,069 $4.67M 0.02% +94,866 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 103,035 $4.26M 0.02% +48,364 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 100,865 $4.17M 1.92% +35,498 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 95,612 $3.95M 0.08% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 92,385 $3.82M 0.5% +3,641 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 90,733 $3.75M 0.01% +14,716 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 89,387 $3.69M 0.07% +3,116 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 89,165 $3.68M 0.11% +14,206 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 87,287 $3.6M 1.54% +1,013 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 86,122 $3.56M 0.28% -3,205 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 84,527 $3.49M 0.69% +2,100 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 84,473 $3.49M 0.83% -6,388 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 84,313 $3.48M 0.39% +21,856 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 78,200 $3.23M 1.18% +7,606 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 77,134 $3.19M 0.01% +10,151 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 76,724 $3.17M <0.01% +23,730 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 76,541 $3.16M 0.75% +15,622 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 68,892 $2.85M 0.05% +2,458 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 68,589 $2.83M 0.01% +60,904 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 66,857 $2.76M 0.02% -432 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 64,404 $2.66M 0.39% -27,972 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 63,706 $2.63M 0.22% +1,715 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 63,165 $2.63M 0.94% +1,697 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 63,552 $2.62M 0.02% +1,019 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 63,147 $2.61M 0.01% +22,820 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 61,312 $2.53M <0.01% +47,656 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 60,745 $2.51M 0.37% +41,683 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 60,251 $2.49M 0.05% +18,838 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 56,783 $2.35M 0.01% +215 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 56,709 $2.34M 0.28% +8,622 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 56,199 $2.32M <0.01% +1,161 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 50,777 $2.1M <0.01% new 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 48,802 $2.02M 0.1% +38,751 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 47,411 $1.96M 1.2% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 46,160 $1.91M 0.27% +11,719 13F-HR Timeline Group Element Squared LLC More: the full row for Element Squared LLC 45,945 $1.9M 0.94% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 44,992 $1.86M <0.01% +23,153 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 42,690 $1.76M 0.38% +12,676 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 41,675 $1.72M 0.01% -5,317 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 40,199 $1.66M 0.34% +9,161 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 37,680 $1.55M 0.01% -10,095 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 36,980 $1.53M 0.01% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 37,997 $1.52M 0.33% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 36,706 $1.51M <0.01% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 35,645 $1.47M 0.09% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 35,229 $1.45M 0.15% -30,233 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 35,138 $1.45M 0.42% -2,363 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 34,255 $1.41M 0.66% +2,270 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 33,599 $1.39M 0.37% +3,843 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 33,518 $1.38M 1.03% +5,147 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 32,611 $1.35M 0.04% +13,761 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 31,982 $1.32M 0.28% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 31,377 $1.3M 0.02% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 30,280 $1.25M 0.67% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 30,261 $1.25M 0.33% +5,125 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 29,098 $1.2M 0.07% +75 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 29,000 $1.2M 0.12% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 28,977 $1.2M 0.21% -6,285 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 28,795 $1.19M 0.02% -405 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 28,275 $1.17M 0.91% +863 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 28,082 $1.16M 0.12% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 27,762 $1.15M 0.04% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 27,208 $1.12M 0.25% +6,200 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 26,681 $1.1M 0.19% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 25,957 $1.07M 0.39% +1,965 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,467 $1.05M 0.01% +12,247 13F-HR Timeline Group Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 24,634 $1.02M 0.53% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 23,950 $989K 0.03% -89 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 22,084 $912K <0.01% -10,384 13F-HR/A Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 21,747 $898K 0.17% -138 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 21,480 $887K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 21,314 $880K 0.01% +14,027 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 21,299 $880K 0.01% -3,770 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 21,166 $874K 0.03% -6,422 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 20,934 $865K 0.01% 0 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 20,174 $833K 0.04% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 20,101 $830K 0.04% +6,483 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,346 $799K <0.01% new 13F-HR Timeline Group Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 19,007 $791K 0.4% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,780 $776K 0.01% +11,105 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 18,717 $773K 0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,655 $769K 0.02% -2,605 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 18,354 $758K 0.16% -4,526 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 18,274 $755K 0.01% +5,813 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 18,203 $752K 0.03% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 0 $737K <0.01% -20,910 13F-HR Timeline Group Amount filed as zero, left out of ratios. Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 16,677 $689K 0.05% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 15,674 $647K 0.12% -622 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 15,545 $642K 0.38% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 15,472 $639K 0.04% -510 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 15,439 $638K 0.04% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,196 $628K 0.01% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 15,122 $625K 0.01% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 14,508 $599K 0.06% 0 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 14,048 $580K 0.25% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 13,205 $545K 0.01% new 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 13,196 $545K 0.11% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,179 $544K 0.01% new 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 13,088 $541K 0.34% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 12,858 $531K 0.08% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 12,773 $528K 0.02% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,743 $526K <0.01% +493 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 12,511 $517K 0.24% +2,698 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 12,316 $509K 0.1% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 12,099 $500K 0.16% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,095 $500K 0.02% +1,069 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 11,907 $492K 0.39% +900 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,814 $488K <0.01% -734 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11,801 $487K 0.06% +1,080 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 11,763 $486K 0.1% -140 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,582 $478K 0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 11,541 $477K 0.29% -439 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 10,790 $446K 0.18% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,624 $439K <0.01% +2,345 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 10,436 $431K 0.2% -574 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,211 $422K 0.01% -1,206 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,977 $412K <0.01% +123 13F-HR Timeline Group WorthPointe, LLC More: the full row for WorthPointe, LLC 9,970 $412K 0.1% -746 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 9,812 $405K 0.04% new 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 9,515 $393K 0.28% +239 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,459 $391K 0.29% -69 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,454 $390K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,150 $378K <0.01% new 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,122 $377K 0.02% -6,549 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,976 $371K 0.04% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,954 $370K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,898 $367K 0.02% +2,554 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,800 $363K 0.04% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 8,700 $359K 0.03% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,643 $357K 0.06% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,433 $348K 0.01% +3,169 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,170 $337K 0.04% +2,345 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 8,066 $333K 0.08% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,658 $316K 0.02% -1,800 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 7,633 $315K 0.18% +2,378 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,632 $315K 0.01% -600 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 7,838 $313K 0.05% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,546 $312K 0.06% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,251 $299K 0.01% 0 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,151 $295K <0.01% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,044 $291K 0.03% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,006 $289K 0.02% -2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,930 $286K 0.01% +1,000 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,831 $282K 0.03% new 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 6,816 $282K 0.16% -991 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,734 $278K 0.02% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,515 $269K <0.01% +500 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,410 $265K <0.01% +4,966 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,130 $253K <0.01% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,100 $252K 0.02% -600 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 6,000 $248K 0.32% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 5,764 $238K 0.07% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,665 $234K <0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,640 $233K 0.01% 0 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 5,624 $232K 0.11% 0 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 5,582 $231K 0.12% -3,500 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,423 $224K 0.02% new 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 5,339 $221K 0.05% +122 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,211 $215K 0.01% 0 13F-HR Timeline Foundry Financial Group, Inc. 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More: the full row for Nikulski Financial, Inc. 4,885 $202K 0.04% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,843 $200K 0.02% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,825 $199K 0.1% -69 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,750 $196K <0.01% -1,537 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,511 $145K <0.01% +3,460 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,438 $142K 0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 3,189 $132K 0.05% -125 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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