Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,614,786 $42.9M 0.18% -32,299 13F-HR Timeline Group Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 420,880 $11.3M 0.76% +36,725 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 278,758 $7.45M 5.38% new 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 228,706 $6.11M 3.54% +13,697 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 222,164 $5.94M 0.86% +34,053 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 216,938 $5.77M 0.06% +58,185 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 203,219 $5.43M 3.58% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 121,798 $3.26M 0.03% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 118,210 $3.16M 2.25% +92,678 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 102,526 $2.73M <0.01% +102,370 13F-HR Timeline Group MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 89,729 $2.4M 1.81% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 71,865 $1.92M 0.64% +24,326 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 69,367 $1.85M 0.25% +25,827 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/ 58,576 $1.57M <0.01% +6,569 13F-HR/A Timeline Group World Investment Advisors More: the full row for World Investment Advisors 53,522 $1.43M 0.03% +14,430 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 35,622 $952K <0.01% +4,674 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 33,795 $894K 0.01% +8,118 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31,403 $839K 0.02% +18,163 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 28,918 $773K 0.26% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 28,886 $772K 0.15% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 28,476 $761K 0.03% +470 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 26,050 $696K 0.39% +863 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 25,639 $685K 0.14% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,620 $605K <0.01% +7,925 13F-HR Timeline Group AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 20,759 $555K 0.38% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 19,026 $509K 0.01% +8,731 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 19,021 $508K 0.19% +530 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 17,701 $473K 0.11% +407 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 17,097 $457K 0.21% new 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 15,600 $417K 0.32% -600 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 14,698 $393K 0.24% -11,374 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,879 $371K <0.01% +5,812 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,461 $360K <0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,022 $348K 0.02% -5,740 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 12,141 $325K 0.09% +3,441 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,954 $320K <0.01% -3,934 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 11,555 $309K 0.16% new 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 11,215 $300K 0.12% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,696 $286K <0.01% +351 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,738 $260K 0.02% +6,648 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 9,060 $242K 0.16% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,540 $228K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,356 $223K 0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,246 $219K <0.01% +667 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 7,653 $205K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,559 $202K <0.01% -2,227 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,500 $200K 0.14% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 6,151 $164K 0.35% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,175 $138K <0.01% +2,087 13F-HR/A Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,503 $93.6K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,046 $81.4K 0.03% -368 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,710 $46K <0.01% -452 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,421 $38K <0.01% -126 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,102 $29.5K <0.01% +945 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,092 $29.2K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,006 $26.9K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 908 $24.3K <0.01% -446 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 770 $20.6K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 758 $20.3K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 654 $17.5K <0.01% +654 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 629 $16.8K <0.01% -298 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 551 $14.7K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 473 $12.6K <0.01% +424 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 471 $12.6K <0.01% +167 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 444 $11.9K <0.01% -622 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 368 $9.84K <0.01% +326 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 338 $9.04K <0.01% new 13F-HR/A Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 336 $8.97K <0.01% +6 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 274 $7K <0.01% +247 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. 254 $6.79K <0.01% +103 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 240 $6.42K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 228 $6.09K <0.01% +36 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 221 $5.91K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 194 $5.19K <0.01% +177 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 134 $3.6K <0.01% +49 13F-HR/A Timeline Group 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 $2.78K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 52 $1.39K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 43 $1.15K <0.01% +24 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 38 $1.02K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 27 $714 <0.01% +10 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 25 $669 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16 $423 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 14 $374 <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 12 $321 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10 $267 <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $27 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.