Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,345,265 $35M 0.08% -88,353 13F-HR Timeline Group CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 638,592 $16.7M 7.63% +12,727 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 592,892 $15.5M 0.01% +174,185 13F-HR Timeline Group Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 509,261 $13.3M 0.74% +3,814 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 383,073 $10M 5.29% +36,695 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 302,994 $7.93M 0.73% +1,901 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 240,495 $6.3M 0.65% -228,014 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 234,403 $6.14M 3.2% new 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 228,118 $5.95M 5.59% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 222,455 $5.82M 2.91% -1,654 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 221,825 $5.81M 0.06% +20,377 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 174,002 $4.56M 0.06% +29,681 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 158,200 $4.14M 1.32% +9,523 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 150,197 $3.93M 2.81% +10,739 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 139,854 $3.66M <0.01% +108,300 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 128,326 $3.36M 1.26% +24,531 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/ 112,647 $2.95M <0.01% +41,937 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 103,105 $2.7M 0.04% -342 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 93,577 $2.45M 1.68% -511 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 90,829 $2.38M 0.26% -1,350 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 89,887 $2.35M 0.06% +89,590 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 87,241 $2.28M 2.01% +10,714 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 86,618 $2.25M 0.01% +15,795 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 80,816 $2.12M 2.73% +44,710 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 79,682 $2.09M 0.03% +22,970 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 69,528 $1.82M 0.02% +3,426 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 66,521 $1.74M 0.45% +7,649 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 66,524 $1.73M 0.03% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 60,974 $1.6M <0.01% +1,915 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 58,150 $1.52M <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 57,253 $1.5M 0.02% +15,131 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 53,264 $1.39M 0.16% +11,418 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 52,260 $1.37M 0.07% -6,447 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 38,889 $1.02M 0.01% +3,978 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 37,512 $982K 0.3% +5,522 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 36,329 $951K 0.52% +2,676 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 34,488 $903K 0.05% +4,000 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 33,022 $865K 0.5% +3,255 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 32,861 $860K 0.02% +4,898 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 31,485 $824K 0.2% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 30,074 $787K <0.01% +3,306 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 29,903 $783K 0.03% -552 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 29,793 $780K <0.01% +3,884 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 29,242 $766K 0.12% +197 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 29,040 $760K 0.35% +1,633 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 28,745 $753K 0.43% +12,918 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 28,254 $740K 0.01% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,308 $715K <0.01% +18,553 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 27,051 $705K 0.07% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 22,729 $595K 0.13% +6,363 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 22,226 $582K 0.05% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 21,419 $561K 0.01% +137 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 20,431 $535K 0.07% +12,265 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 20,276 $531K 0.01% +550 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 19,821 $519K 0.01% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 19,204 $503K 0.1% -542 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 18,918 $495K <0.01% +4,927 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,983 $471K <0.01% -1,226 13F-HR/A Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 17,733 $464K 0.19% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,502 $458K <0.01% -299 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 16,375 $429K 0.03% +1,750 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 16,222 $425K <0.01% +4,327 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 16,106 $422K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,069 $395K <0.01% -3,292 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 15,000 $393K 0.31% -200 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,297 $374K <0.01% -3,616 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,076 $369K 0.01% +110 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,529 $354K 0.01% +1,216 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,144 $344K 0.01% +5,087 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 12,600 $330K 0.09% -1,400 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,101 $317K <0.01% -7,173 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,019 $315K 0.01% +795 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,825 $310K <0.01% +525 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,816 $309K 0.01% -115,294 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 11,810 $309K 0.13% new 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 11,445 $300K 0.12% +230 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 11,263 $295K 0.09% +80 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 10,982 $288K 0.25% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,500 $275K 0.01% 0 13F-HR Timeline Group FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 10,321 $270K 0.13% -300 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,262 $269K 0.02% +151 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,106 $265K <0.01% new 13F-HR Timeline Group BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 9,993 $262K 0.88% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 9,235 $242K 0.18% +70 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 9,093 $238K 0.11% +424 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 8,612 $225K 0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,298 $217K <0.01% -31,168 13F-HR/A Timeline Group KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 8,148 $213K 0.02% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,132 $213K <0.01% +3,029 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,143 $211K <0.01% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 8,000 $208K 0.01% 0 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 7,884 $206K 0.14% +165 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,831 $205K <0.01% -964 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 5,747 $150K 0.02% 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 5,422 $142K 0.1% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5,337 $140K 0.01% +1,898 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,811 $126K 0.08% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 4,069 $107K 0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,039 $106K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,950 $103K 0.06% -200 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,934 $103K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,468 $90.8K <0.01% +37 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,105 $81.3K 0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,622 $68.6K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,911 $50K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,773 $46.4K <0.01% +62 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,745 $45.9K 0.01% +11 13F-HR Timeline TEACHERS INSURANCE & ANNUITY ASSOCIATIO… in group TIAA More: the full row for TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 1,710 $44.8K 0.05% +972 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,539 $40.3K <0.01% +530 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,479 $38.7K <0.01% -1,003 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,039 $27.2K <0.01% -871 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 933 $24.4K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 900 $23.6K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 770 $20.2K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 752 $19.7K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 747 $19.6K <0.01% +376 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 598 $15.7K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 564 $14.8K <0.01% -593 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 551 $14.4K <0.01% 0 13F-HR Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 353 $9.25K <0.01% +6 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 339 $8.88K <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 317 $8.3K <0.01% +257 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 292 $7.64K <0.01% -558 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 274 $7.17K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 221 $5.79K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 215 $5.63K <0.01% -779 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 205 $5.37K <0.01% -178 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 175 $4.58K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 167 $4.37K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 147 $3.85K <0.01% -3,356 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 144 $3.77K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $3K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 104 $2.72K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 103 $2.7K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 99 $2.59K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 83 $2.17K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 56 $1.47K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 50 $1.31K <0.01% +1 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 47 $1.23K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 42 $1.1K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $576 <0.01% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 19 $497 <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 19 $488 <0.01% +1 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 15 $395 <0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 14 $367 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $26 <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 11 $0 0% -583 13F-HR Timeline Group Value filed as zero, left out of ratios. GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.