Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 424,355 $27.3M 3.28% +17,527 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 255,418 $16.5M 2.82% +37,952 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 186,358 $12M 1.14% +904 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 182,655 $11.8M 3.5% +13,878 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 172,000 $11.1M <0.01% +36,565 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 152,437 $9.82M 5.57% +6,422 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 152,306 $9.81M 0.47% +206 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 147,204 $9.49M <0.01% -4,080 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 118,076 $7.61M 0.6% -3,697 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 111,543 $7.19M 2.2% +16,779 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 96,448 $6.22M 0.44% +1,411 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 83,603 $5.39M <0.01% +5,385 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 83,642 $5.27M 0.01% -15,284 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 65,602 $4.23M 1% +2,568 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 59,562 $3.84M 0.01% +1,977 13F-HR Timeline Group Vestment Financial LLC More: the full row for Vestment Financial LLC 48,448 $3.14M 1.79% +1,015 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 42,513 $2.74M 1.24% +7,264 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 41,682 $2.69M 0.01% -10,291 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36,875 $2.37M <0.01% -6,257 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 36,345 $2.34M 0.14% 0 13F-HR/A Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 35,119 $2.26M 0.29% new 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 30,940 $1.99M 1.38% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 20,843 $1.34M <0.01% +345 13F-HR Timeline Group BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 16,994 $1.1M 0.36% +589 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 16,060 $1.04M 0.36% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 14,942 $963K 0.52% +1,585 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,884 $895K 0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,517 $871K 0.04% +1,844 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,536 $808K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 10,772 $694K <0.01% new 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 10,612 $684K 0.17% +4,580 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,297 $599K 0.01% +1,138 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 7,161 $461K 0.07% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,745 $435K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,525 $421K 0.01% +230 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,212 $400K <0.01% new 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 6,183 $398K 0.03% -387 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,169 $398K 0.05% -4,491 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,067 $327K <0.01% -15,754 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,000 $322K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,739 $305K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,529 $292K 0.01% +1,836 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,415 $285K 0.15% +333 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,415 $283K <0.01% -3 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 4,334 $279K 0.05% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,286 $276K 0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,904 $263K 0.05% -81 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,713 $239K <0.01% -2,312 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 3,549 $229K 0.03% 0 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 3,504 $226K 0.01% +232 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,385 $219K 0.05% -1,631 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,267 $211K <0.01% -6,574 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,222 $208K <0.01% -6,205 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,208 $207K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,785 $115K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,414 $91.2K <0.01% +10 13F-HR/A Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 860 $55.4K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 750 $48.3K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 613 $39.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 553 $35.6K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 450 $29K <0.01% 0 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/ 382 $24.6K <0.01% new 13F-HR/A Timeline Group Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 373 $24K 0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 200 $12.9K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 180 $11.6K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 148 $9.54K <0.01% -1,961 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 100 $6.45K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15 $967 <0.01% 0 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11 $726 <0.01% -38 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $48 <0.01% +1 13F-HR Timeline Group