Main Street Group, LTD More: the full row for Main Street Group, LTD 1,030,565 $62.9M 18.47% -8,611 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 733,841 $44.8M 7.3% +2,302 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 651,626 $39.7M 10.55% -1,150,899 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 599,468 $36.6M 1.31% +134 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 277,528 $16.9M 14.75% +24,350 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 250,901 $15.3M 1.68% -11,727 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 247,938 $15.1M 11.46% +8,484 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 216,730 $13.2M 5.19% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 193,080 $11.8M 0.01% +126,748 13F-HR Timeline Group GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 139,984 $8.54M 1.46% +4,857 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 136,916 $8.35M 0.01% -431,860 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 131,310 $8.01M 0.01% -5,595 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 122,373 $7.46M 0.79% +92,975 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 119,656 $7.3M 0.05% -27,345 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 109,757 $6.7M 0.16% -17,290 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 105,918 $6.46M 5.33% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 92,496 $5.64M 0.08% +809 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 86,000 $5.25M 0.08% -6,200 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 85,710 $5.23M 0.1% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 85,436 $5.21M <0.01% -46,778 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 84,633 $5.16M 0.25% -2,067 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 82,500 $5.03M 0.01% -2,125 13F-HR Timeline Group Q3 Asset Management More: the full row for Q3 Asset Management 72,200 $4.4M 1.07% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 65,304 $3.98M 0.01% -53,952 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 63,472 $3.87M <0.01% +100 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 59,558 $3.63M 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 53,560 $3.27M 0.01% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 52,020 $3.17M 0.51% -20,245 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 50,829 $3.1M 0.04% -3,765 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 50,206 $3.06M <0.01% +1,896 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 49,020 $2.99M 0.09% -3,209 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 48,477 $2.96M <0.01% -92,594 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 48,404 $2.95M 0.01% +30,395 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 45,500 $2.78M <0.01% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 45,263 $2.76M 0.1% -1,600 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 44,001 $2.68M <0.01% -59,425 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 41,336 $2.52M 1.16% +13,897 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 41,102 $2.51M 0.07% -19,838 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 39,470 $2.41M 0.09% +12,984 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 37,524 $2.29M 0.01% +6,380 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 35,759 $2.18M <0.01% -2,899 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 35,192 $2.15M 0.06% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 33,957 $2.07M 0.03% +33,901 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 33,081 $2.02M 0.32% +3,654 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 33,003 $2.01M <0.01% +169 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 32,274 $1.97M 0.05% +15,295 13F-HR Timeline Group PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 31,902 $1.95M 3.28% -1,386 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 29,582 $1.8M 0.06% +15,268 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 29,508 $1.8M <0.01% +21,532 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 28,243 $1.72M 0.06% +2,023 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 28,000 $1.71M 0.06% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 24,568 $1.5M 0.27% -3,044 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 23,473 $1.43M 0.05% -710 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 21,717 $1.32M 0.68% -6,765 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 20,941 $1.28M 0.81% 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 20,750 $1.27M 0.16% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 20,638 $1.26M 0.31% -14,182 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 20,522 $1.25M 0.03% 0 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 20,145 $1.23M 0.82% -9,007 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 19,979 $1.22M 0.14% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 19,200 $1.17M 0.03% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 18,682 $1.14M 0.54% -4,134 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 18,426 $1.12M 0.06% -10,957 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,306 $1.06M <0.01% -35,783 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,863 $1.03M 0.01% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 16,841 $1.03M 0.24% +7,997 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 16,586 $1.01M <0.01% +8,985 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,570 $1.01M 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 16,267 $992K <0.01% +1 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 16,616 $963K 0.15% +5,504 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 15,000 $915K 0.01% 0 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,570 $889K 0.02% new 13F-HR Timeline Group Massar Capital Management, LP More: the full row for Massar Capital Management, LP 14,454 $882K 0.18% +8,453 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 14,028 $856K 0.23% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 13,838 $844K 0.63% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 13,500 $824K 0.04% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,934 $808K 0.01% -982 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,754 $797K 0.01% -33,397 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 12,864 $785K 0.26% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 12,691 $774K 0.02% -2,171 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 12,384 $755K <0.01% +2,396 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 12,360 $754K 0.06% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 12,173 $743K 0.08% +2,346 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/ 12,100 $738K <0.01% -110 13F-HR Timeline Group Potomac Capital Management, Inc. More: the full row for Potomac Capital Management, Inc. 12,100 $738K 0.64% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,774 $718K 0.01% +308 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 11,052 $674K 0.08% +3,785 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 10,610 $647K 0.43% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,431 $636K 0.04% +180 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,049 $613K 0.02% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 10,034 $612K <0.01% -11,206 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,000 $610K <0.01% 0 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 9,600 $586K 0.02% 0 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 9,600 $586K 0.16% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,988 $548K 0.01% +553 13F-HR/A Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 8,813 $538K 0.08% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,782 $536K 0.06% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 8,696 $530K <0.01% 0 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,601 $525K 0.01% +2 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,445 $515K 0.04% +250 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 8,360 $510K 0.19% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,335 $508K 0.02% +1,911 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,335 $508K 0.05% +1,911 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 7,505 $496K 0.33% -5,168 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 8,037 $490K 0.28% +162 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 8,019 $489K 0.33% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,866 $480K 0.06% -3,696 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 7,615 $464K 0.12% 0 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 7,327 $447K 0.36% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 7,112 $434K 0.03% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 6,836 $417K 0.13% -1,249 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,828 $417K <0.01% 0 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,618 $404K <0.01% 13F-HR Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 6,604 $403K 0.24% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 6,541 $399K <0.01% +6,039 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,476 $395K 0.07% +1,080 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,277 $393K <0.01% -22,998 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 6,420 $392K 0.02% -100 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 6,400 $390K 0.11% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,289 $384K 0.05% +575 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,478 $373K 0.02% new 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,269 $371K 0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 6,032 $368K 0.35% -476 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 6,003 $366K 0.07% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,488 $335K 0.02% 0 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 5,459 $333K 0.19% -604 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,448 $332K <0.01% -2,410 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,200 $317K <0.01% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,180 $316K <0.01% new 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 5,151 $314K 0.03% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,145 $314K 0.04% -543 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,065 $309K <0.01% -551 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,025 $307K <0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,931 $301K <0.01% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,911 $300K 0.03% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,884 $298K 0.03% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,360 $297K 0.04% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,848 $296K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,802 $293K <0.01% +1 13F-HR/A Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,672 $285K 0.07% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,600 $281K 0.04% 0 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 4,532 $276K 0.09% +1 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,244 $259K <0.01% 0 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 4,166 $254K 0.08% -356 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,147 $253K <0.01% 0 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 4,130 $252K 0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,104 $250K <0.01% -12,192 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,060 $248K 0.02% +60 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,664 $224K 0.05% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 3,662 $223K 0.16% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,653 $223K 0.02% -2,631 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,608 $220K <0.01% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,603 $220K 0.08% +1 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,550 $217K 0.03% +650 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,692 $211K <0.01% +1,230 13F-HR/A Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,394 $207K 0.01% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,393 $207K <0.01% -555 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,719 $203K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,272 $200K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 3,094 $189K 0.14% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,048 $186K 0.02% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,995 $183K <0.01% -740 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,597 $158K <0.01% +699 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,548 $155K 0.09% -2,136 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,200 $134K <0.01% +330 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,996 $122K <0.01% 0 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,320 $80.5K <0.01% -102 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,252 $76.4K 0.04% -16,504 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,218 $74.3K <0.01% -309 13F-HR Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1,196 $73K 0.1% -398 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,214 $70.5K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,086 $66.2K 0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,021 $62.3K 0.01% -46 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 949 $57.9K <0.01% -69 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 923 $56.4K <0.01% 0 13F-HR/A Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 840 $51.2K 0.05% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 738 $45K <0.01% -62 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 718 $41K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 498 $30.4K <0.01% -500 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 422 $25.8K 0.02% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 328 $20K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 323 $19.7K <0.01% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 259 $15.8K 0.01% +215 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 198 $12.1K <0.01% +72 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 200 $12K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 176 $10.8K <0.01% +24 13F-HR/A Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 172 $10.5K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 62 $3.79K <0.01% -8,421 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 32 $1.95K <0.01% +2 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 6 $366 <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2 $122 <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.