Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 405,534 $27.7M 3.6% -22,735 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 305,546 $20.9M 3.3% +27,403 13F-HR Timeline Valley Financial Group, Inc. 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DAVIDSON & CO. 111,307 $7.6M 0.05% +54,924 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 101,075 $6.9M 0.43% +1,095 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 100,812 $6.89M 1.58% +11,134 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for XY Planning Network, Inc. 18,721 $1.31M 0.21% +650 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 16,993 $1.16M 0.35% -200 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 16,322 $1.11M 0.53% +10,932 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 14,769 $1.01M 0.04% +1,361 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,833 $945K 0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 11,946 $816K <0.01% -7,137 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 11,783 $805K 0.22% +123 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,727 $733K <0.01% new 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 9,923 $670K 0.55% -35 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 7,417 $507K 0.07% +3,083 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 7,161 $489K 0.08% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,211 $424K <0.01% new 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 6,157 $421K 0.03% -26 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,832 $398K 0.01% -950 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,762 $394K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,695 $372K 0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,132 $351K 0.02% -234 13F-HR Timeline GWN SECURITIES INC. 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More: the full row for Stratos Wealth Advisors, LLC 3,698 $253K 0.02% +106 13F-HR Timeline Group Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 3,686 $252K 0.25% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,563 $243K 0.04% 0 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 3,226 $220K 0.09% -1,268 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,222 $220K 0.04% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,243 $153K <0.01% +930 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,558 $106K <0.01% +250 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 860 $58.7K <0.01% 0 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 847 $57.9K <0.01% new 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 750 $51.2K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 553 $37.8K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 450 $30.7K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 472 $30.4K <0.01% -14 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 195 $13.3K <0.01% +195 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 180 $12.6K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 114 $7.79K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 69 $4.73K <0.01% +58 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 23 $1.57K <0.01% -3 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13 $888 <0.01% -2 13F-HR Timeline