ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 3,280,367 $130M 0.04% -171,062 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,661,674 $66.4M 0.78% +94,050 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 505,052 $20.2M 0.03% -106,076 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 348,571 $13.9M 0.02% -16,759 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 299,561 $12M 0.02% -16,309 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 281,348 $11.2M <0.01% -32,853 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 278,231 $11.1M <0.01% -10,619 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 232,615 $9.29M 0.01% -6,977 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 229,831 $9.18M 1.79% -1,802 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 202,460 $8.09M 0.03% +73,182 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 181,011 $7.23M 0.54% -3,085 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 164,384 $6.57M 0.03% +35,745 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 151,634 $6.06M 0.07% -5,029 13F-HR Timeline Group LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 142,496 $5.69M 2.65% -2,282 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 139,020 $5.55M 0.01% -1,790 13F-HR Timeline Group McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 124,388 $4.97M 3.09% -131 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 110,380 $4.41M +17,638 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 103,635 $4.14M <0.01% -9,877 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 92,376 $3.69M 0.56% -6,716 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 90,861 $3.63M 0.98% -17,076 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 89,327 $3.57M 0.3% -1,949 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 88,744 $3.54M 0.57% -8,848 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 86,274 $3.45M 1.62% -2,087 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 86,271 $3.45M 0.08% -1,592 13F-HR/A Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 83,194 $3.37M 1.75% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 82,427 $3.29M 0.71% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 76,017 $3.04M 0.01% -2,587 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 75,027 $3M 1.61% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 74,959 $2.99M 0.1% -3,242 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 70,594 $2.82M 1.24% +637 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 67,289 $2.69M 0.03% -772 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 66,983 $2.67M 0.01% -10,931 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 66,434 $2.65M 0.06% -12,241 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 65,462 $2.61M 0.15% +32,231 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 65,367 $2.61M 1.36% -1,314 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 62,533 $2.5M 0.02% +6,594 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 62,457 $2.49M 0.32% -5,578 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 61,991 $2.48M 0.24% -2,530 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 61,468 $2.46M 1% -1,876 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 60,919 $2.43M 0.67% -1,274 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 56,568 $2.26M 0.01% -17,758 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 55,038 $2.2M <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 54,671 $2.18M 0.01% -2,588 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 52,994 $2.12M <0.01% +33,257 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 48,087 $1.92M 0.26% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 47,775 $1.91M 0.02% -6,320 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 46,992 $1.88M 0.01% -3,645 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 45,945 $1.84M 1.04% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 41,413 $1.65M 0.04% -771 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 40,327 $1.61M <0.01% -7,394 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 37,997 $1.52M 0.33% -638 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 37,501 $1.5M 0.5% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 36,932 $1.48M 0.04% -130 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 35,645 $1.42M 0.1% 0 13F-HR/A Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 35,262 $1.41M 0.35% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 34,441 $1.38M 0.22% -2,911 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 32,468 $1.3M <0.01% -31,141 13F-HR Timeline Pinnacle Wealth Management Group, Inc. 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More: the full row for Stratos Wealth Advisors, LLC 29,023 $1.16M 0.07% -3,789 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 29,000 $1.16M 0.13% -965 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 28,371 $1.13M 1.09% +111 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 27,762 $1.11M 0.05% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 27,588 $1.1M 0.05% -12,760 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 27,412 $1.09M 0.96% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 26,681 $1.07M 0.21% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 25,136 $1M 0.33% -100 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 25,069 $1M 0.01% -9,598 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 24,039 $960K 0.03% -401 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 23,992 $958K 0.41% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 22,880 $915K 0.22% +4,526 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 21,885 $874K 0.2% -603 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,839 $872K <0.01% -17,628 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 21,260 $861K 0.02% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 21,480 $858K <0.01% 0 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 21,008 $839K 0.21% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 20,934 $836K 0.01% -1,436 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 20,910 $835K <0.01% new 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 20,174 $809K 0.05% -57 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 19,062 $761K 0.13% -155 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 18,850 $753K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,203 $727K <0.01% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 16,677 $666K 0.06% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 16,296 $651K 0.13% -16,412 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 15,982 $638K 0.05% -126 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 15,671 $626K 0.03% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 15,439 $624K 0.04% 0 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 15,545 $621K 0.39% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,196 $607K 0.01% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 14,508 $579K 0.07% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 14,361 $574K 0.35% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,656 $545K <0.01% new 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 13,618 $544K 0.03% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,220 $528K 0.01% 0 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 12,858 $514K 0.09% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,548 $501K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,461 $498K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,250 $489K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 12,099 $483K 0.17% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 11,980 $478K 0.29% -85 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 11,903 $475K 0.12% -828 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,582 $463K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,508 $460K <0.01% -1,165 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,417 $456K 0.01% +150 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,026 $440K 0.02% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 11,010 $440K 0.29% -419 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 11,007 $440K 0.4% -74 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10,721 $428K 0.06% -299 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 10,716 $428K 0.12% -1,245 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,051 $401K 0.02% -117 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,854 $394K <0.01% +1,000 13F-HR Timeline Group Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 9,813 $392K 0.22% -1,420 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,802 $391K 0.01% -100 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,528 $381K 0.31% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,458 $378K 0.02% -251 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,454 $378K <0.01% new 13F-HR Timeline Group Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 9,276 $370K 0.32% -37 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 9,082 $363K 0.23% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,009 $360K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,976 $359K 0.05% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,800 $353K 0.04% -24 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 8,700 $347K 0.03% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,643 $345K 0.07% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,279 $331K <0.01% -1,792 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,232 $329K 0.01% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 8,066 $322K 0.09% 0 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 Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 7,807 $312K 0.2% -1,019 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,685 $307K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,675 $307K <0.01% -1,500 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,546 $301K 0.06% -235,946 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,287 $291K 0.01% -213 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,251 $290K 0.01% -503 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,008 $280K 0.02% -27 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,734 $269K 0.02% new 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,700 $268K 0.03% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,568 $262K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,344 $253K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,287 $251K 0.01% 0 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 6,109 $244K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,015 $240K <0.01% new 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 6,000 $240K 0.35% 0 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 6,004 $239K 0.42% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,930 $237K 0.01% +750 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 5,825 $233K 0.03% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,640 $225K 0.01% 0 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 5,624 $225K 0.12% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,211 $213K 0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,264 $210K 0.01% new 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 5,255 $210K 0.14% 0 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 5,217 $208K 0.06% 0 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 5,125 $205K 0.1% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,894 $195K 0.1% -1,794 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,438 $137K 0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 3,314 $132K 0.06% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,371 $94.7K 0.1% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,000 $79.9K <0.01% new 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,800 $71.9K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,637 $65.4K 0.01% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,500 $59.9K 0.02% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,500 $59.9K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,444 $57.7K <0.01% -7,203 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,160 $46.3K <0.01% +1,090 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,000 $39.9K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 887 $35.4K 0.03% 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 511 $20.4K 0.02% -105 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 461 $18.4K <0.01% -1,391 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 350 $14K <0.01% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 350 $14K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 200 $7.99K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 140 $6K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 59 $2.36K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 51 $2.01K <0.01% -4,739 13F-HR/A Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 20 $799 <0.01% -1,984 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $3 <0.01% 0 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.