Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,147,384 $30.3M 0.13% -467,402 13F-HR Timeline Group CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 582,491 $15.4M 7.36% new 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 434,937 $11.5M 0.76% +14,057 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 323,169 $8.54M 5.94% +44,411 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 246,576 $6.51M <0.01% +144,050 13F-HR Timeline Group Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 237,534 $6.28M 3.57% +8,828 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 229,327 $6.06M 3.87% +26,108 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 229,194 $6.06M 0.81% +7,030 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 221,503 $5.85M 5.34% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 165,725 $4.38M 2.74% +47,515 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 145,343 $3.84M 0.13% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 130,589 $3.45M 0.05% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 123,917 $3.27M 0.02% +2,119 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 115,338 $3.05M 1.61% 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 89,609 $2.37M 1.84% -120 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 87,385 $2.31M 0.3% +18,018 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 75,756 $2M 0.04% +44,353 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 75,441 $1.99M 0.71% +3,576 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 63,726 $1.68M 1.4% new 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/ 62,283 $1.65M <0.01% +3,707 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 60,164 $1.59M 0.03% +6,642 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 57,619 $1.52M <0.01% new 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 49,092 $1.3M <0.01% new 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 43,754 $1.16M 0.51% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 38,046 $1.01M <0.01% +2,424 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 37,504 $991K 0.06% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 30,635 $813K 0.08% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 30,467 $805K 0.03% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 29,403 $777K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 29,008 $766K 0.03% +532 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 27,043 $714K 0.01% -6,752 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 26,861 $710K 0.13% +1,222 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 26,553 $706K 0.36% +503 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 24,701 $653K 0.24% +5,680 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 24,449 $646K 0.01% new 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 24,010 $634K 0.15% 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 21,763 $575K 0.51% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 19,726 $521K 0.01% +700 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 19,610 $518K <0.01% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 18,907 $500K <0.01% +5,446 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 18,611 $492K 0.11% +910 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 17,977 $475K 0.3% +8,917 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,658 $467K <0.01% new 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 16,722 $442K 0.02% +8,182 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,674 $441K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,471 $435K <0.01% +4,517 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 15,913 $420K <0.01% new 13F-HR/A Timeline Group Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 15,685 $414K 0.18% -1,412 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 15,600 $412K 0.33% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 14,406 $381K 0.09% +2,265 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,198 $375K <0.01% +5,952 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 14,052 $371K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,451 $355K 0.01% +5,095 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,338 $352K 0.02% +316 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,286 $351K <0.01% -593 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 13,208 $349K 0.53% new 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 11,215 $296K 0.13% 0 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 11,076 $293K 0.09% -17,842 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,048 $292K 0.01% +5,873 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 10,987 $290K 0.15% -568 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,937 $289K <0.01% +241 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,554 $279K 0.02% +816 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 10,192 $269K 0.15% -4,506 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 8,873 $234K 0.02% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 8,815 $233K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,755 $231K <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,079 $213K <0.01% new 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,975 $211K 0.02% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,662 $202K 0.11% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,645 $202K <0.01% -8 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,251 $192K <0.01% -308 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5,800 $153K 0.1% -1,700 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,503 $92.5K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,431 $90.7K <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,331 $88K 0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,494 $65.9K <0.01% +2,360 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,272 $60K <0.01% +1,643 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,254 $59.6K <0.01% +1,916 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,074 $54.8K <0.01% +1,630 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,887 $50K <0.01% +177 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,888 $49.9K 0.02% -1,158 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,490 $39.4K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,426 $37.7K <0.01% +5 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,266 $33.4K <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 1,231 $32.5K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,047 $27.7K <0.01% -55 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,014 $26.8K <0.01% +786 13F-HR/A Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 770 $20.3K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 741 $19.6K <0.01% +487 13F-HR Timeline Group TEACHERS INSURANCE & ANNUITY ASSOCIATIO… in group TIAA More: the full row for TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 738 $19.5K 0.02% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 551 $14.6K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 473 $12.5K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 466 $12.3K <0.01% -442 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 429 $11K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 386 $10.2K <0.01% +18 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 343 $9.07K <0.01% +7 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 303 $8.01K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 222 $5.87K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 221 $5.84K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 174 $4.6K <0.01% +122 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 167 $4.41K <0.01% -304 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 130 $3K <0.01% -144 13F-HR 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 $2.75K <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 103 $2.73K <0.01% -551 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 103 $2.72K <0.01% new 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 81 $2.14K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 45 $1.19K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 27 $717 <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 25 $661 <0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 20 $528 <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 19 $502 <0.01% -1,073 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16 $426 <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15 $396 <0.01% -28 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 14 $370 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10 $265 <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