LPL Financial LLC More: the full row for LPL Financial LLC 106,021 $6.68M <0.01% -3,667 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 46,286 $2.92M 0.41% +93 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 28,364 $1.79M 0.21% +692 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 22,733 $1.43M 0.04% -1,387 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 14,892 $939K 0.05% +9,192 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,490 $913K <0.01% new 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 13,437 $847K 0.06% -1,225 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,360 $787K <0.01% +138 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 12,092 $762K 0.02% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 9,999 $649K 0.31% -1,915 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,761 $489K 0.06% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,218 $455K <0.01% +2 13F-HR Timeline Group OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 6,930 $437K 0.33% -181 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,618 $417K <0.01% -11,943 13F-HR Timeline Group Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 5,861 $369K 0.23% new 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,377 $339K <0.01% +268 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 5,015 $316K 0.02% 0 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 4,470 $280K 0.18% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 4,370 $252K 0.03% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 3,959 $250K 0.12% +12 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,718 $234K <0.01% -19,881 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,633 $229K 0.12% -712 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,462 $218K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,247 $78K 0.01% +14 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 614 $38.7K <0.01% -159 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 589 $37.3K 0.01% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 446 $28.1K <0.01% new 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 300 $18.9K <0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 260 $16.4K 0.02% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 259 $16.3K <0.01% +100 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 243 $15K <0.01% -12 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 161 $10K <0.01% -39 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 87 $5.48K <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 72 $4.54K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 65 $4.1K <0.01% -22 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 35 $2.18K <0.01% +1 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1 $66 <0.01% 0 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $1 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios. 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.