JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,739,018 $59.8M <0.01% +1,687,728 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,048,895 $36.1M <0.01% +119,628 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 973,453 $33.5M 0.01% +122,778 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 946,470 $32.6M 0.01% +297,713 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 881,427 $30.3M 0.01% +240,898 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 588,862 $20.3M 0.53% +17,671 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 565,412 $19.5M 0.02% +39,184 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 506,714 $17.4M 0.3% +362,296 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 450,000 $15.4M 0.14% -50,000 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 426,396 $14.7M <0.01% -7,504 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 353,055 $12.1M 1.39% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 347,063 $11.9M 3.78% -4,832 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 284,006 $9.77M 1.81% -750 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 266,359 $9.16M 0.01% +31,866 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 261,689 $9M 0.16% +17,962 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 260,101 $8.95M 1.99% +36,115 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 226,791 $7.8M 0.01% +34,945 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 205,506 $7.07M <0.01% +51,942 13F-HR Timeline Group GUARDIAN POINT CAPITAL, LP in group GUARDIAN POINT CAPITAL, LP More: the full row for GUARDIAN POINT CAPITAL, LP 200,000 $6.88M 3.15% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 192,892 $6.64M 0.01% -23,286 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 189,634 $6.53M <0.01% +9,490 13F-HR/A Timeline Group World Investment Advisors More: the full row for World Investment Advisors 164,425 $5.66M 0.13% -4,702 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 155,650 $5.36M 0.75% +4,087 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 137,063 $4.72M 0.16% -587 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 137,023 $4.71M 0.05% +3,836 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 124,311 $4.28M 0.02% +10,228 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 121,662 $4.19M 2.36% +106,078 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 116,375 $4M 0.88% -9,785 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 110,561 $3.8M 0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 107,261 $3.69M 0.01% +3,120 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 106,407 $3.66M <0.01% -127,533 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 105,284 $3.62M 0.97% -11,546 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 102,600 $3.53M <0.01% +25,400 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 100,000 $3.44M 3.72% +50,000 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 94,546 $3.26M <0.01% -24,601 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 91,196 $3.14M 0.13% -38,444 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 90,508 $3.11M 1.13% -6,275 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 85,297 $2.94M 2.18% -874 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 80,884 $2.77M <0.01% -187 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 78,568 $2.7M 0.85% +4,979 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 73,485 $2.53M 0.04% -38,546 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 70,488 $2.43M <0.01% -1,268 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 65,096 $2.37M 0.89% -990 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 68,515 $2.36M 0.61% +2,198 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 67,369 $2.32M 0.18% -1,150 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 64,591 $2.22M 0.66% +7,538 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 62,602 $2.15M 1.06% +1,420 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 62,366 $2.15M 0.21% -1,918 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 61,700 $2.12M 0.23% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 59,341 $2.04M 0.01% +24,426 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 59,001 $2.03M 0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 56,490 $1.94M 0.04% +32,293 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 55,481 $1.91M <0.01% +863 13F-HR/A Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 54,851 $1.89M 0.01% +16,249 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 49,531 $1.7M 0.04% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 48,547 $1.67M 4.69% 0 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 47,401 $1.63M 1.31% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 45,900 $1.61M <0.01% +7,311 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 45,518 $1.57M 0.98% +250 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 44,420 $1.53M 0.1% new 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 42,821 $1.47M 1.04% 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 40,683 $1.4M -1,325 Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 40,178 $1.38M 0.14% -94 13F-HR Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 37,177 $1.28M 0.3% new 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 36,792 $1.27M 0.06% +22,029 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 34,000 $1.17M 0.18% 0 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 33,413 $1.15M 0.09% -87 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 33,139 $1.14M 0.06% +1,932 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,829 $1.06M <0.01% +19,077 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 30,318 $1.04M <0.01% +660 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 30,304 $1.04M 0.04% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 29,980 $1.03M 0.26% +1,862 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 29,887 $1.03M 0.01% -249 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 27,903 $1.01M 0.56% +862 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 28,498 $981K <0.01% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 28,397 $977K 0.36% -805 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 26,500 $966K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 27,052 $931K 0.09% +3,913 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 26,797 $922K 0.22% +7,341 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 26,288 $905K 0.01% +7,887 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 26,000 $895K 0.39% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 23,742 $817K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,502 $809K 0.02% -176 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 22,833 $786K 0.48% -8,073 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 22,600 $778K <0.01% 0 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 22,183 $763K 0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 22,011 $757K <0.01% +414 13F-HR Timeline Group Belvedere Trading LLC More: the full row for Belvedere Trading LLC 21,572 $742K 0.06% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 20,850 $717K <0.01% -1,000 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,855 $683K <0.01% +1,462 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 19,312 $665K 0.21% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,241 $662K 0.01% -335 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,514 $637K 0.02% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 18,500 $637K 0.04% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 18,344 $631K 0.48% -462 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 18,021 $620K 0.26% -294 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 17,944 $617K 0.28% +100 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 17,900 $616K 0.08% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 17,836 $614K 0.04% +1,730 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 17,483 $602K 0.19% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,899 $581K <0.01% +9,405 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,462 $566K <0.01% +4,053 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 16,246 $559K 0.27% +6,896 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 16,083 $553K <0.01% +232 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 15,618 $537K 0.01% +1,838 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 14,683 $505K 0.09% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,566 $501K 0.01% +1,802 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,520 $500K <0.01% +266 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 14,484 $498K 0.29% new 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 14,429 $497K 0.4% +4,100 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 14,244 $490K 0.18% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 14,054 $484K 0.52% -2,946 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 13,785 $474K 0.05% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,713 $472K 0.01% -3,654 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 13,610 $468K 0.15% -12,840 13F-HR Timeline Security National Bank More: the full row for Security National Bank 13,500 $465K 0.08% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 13,431 $462K 0.04% +2,743 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 13,341 $459K <0.01% -6,087 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,267 $457K 0.01% +2,908 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 13,116 $451K 0.05% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 12,680 $436K <0.01% +1,180 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 12,351 $425K 0.23% +1,342 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 12,194 $420K 0.31% -661 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,187 $419K <0.01% -1,014 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11,747 $404K 0.34% +15 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 11,455 $394K 0.08% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,449 $394K 0.01% +420 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,201 $385K <0.01% -30 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,180 $385K <0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,162 $384K 0.01% -9,666 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,054 $380K 0.02% +504 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 10,883 $374K 0.19% +1,000 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 10,686 $368K 0.05% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,591 $364K 0.02% +2,495 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,500 $361K 0.01% +1,000 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 10,457 $360K 0.16% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,277 $354K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,022 $345K 0.02% -210 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 9,863 $339K <0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,695 $334K 0.01% -35 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 9,618 $331K 0.05% +18 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 9,535 $328K 0.01% +65 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 9,500 $327K 0.06% 0 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,472 $326K 0.02% +503 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 9,469 $326K 0.02% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 8,641 $297K 0.02% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 8,608 $296K 0.08% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 8,455 $291K 0.01% -5,149 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 8,350 $287K <0.01% new 13F-HR/A Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 8,136 $280K 0.02% +46 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,975 $274K 0.01% 0 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,959 $274K 0.04% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,894 $272K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,844 $270K 0.01% +200 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 7,750 $267K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,333 $252K <0.01% +817 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,300 $251K 0.03% new 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 7,200 $248K 0.44% +275 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,971 $240K <0.01% -4,747 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,931 $238K 0.04% +200 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,830 $235K 0.04% +60 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,775 $233K <0.01% new 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,714 $231K 0.02% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6,707 $231K 0.03% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 7,735 $230K 0.03% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,670 $230K 0.01% new 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 6,529 $225K 0.03% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 6,500 $224K 0.08% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,450 $222K 0.01% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,230 $214K 0.02% -3,189 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,214 $214K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,181 $213K 0.01% -6,712 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,155 $212K <0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,920 $204K 0.01% -486 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,727 $197K 0.03% +312 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,565 $157K 0.04% -444,283 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 4,338 $149K 0.7% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,822 $132K <0.01% +2,786 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 3,580 $123K 0.04% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,500 $120K 0.05% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 3,000 $103K 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. 2,758 $94.9K <0.01% -220 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,223 $76.5K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,103 $72.4K 0.06% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,094 $72.1K <0.01% -269 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,752 $60.3K <0.01% +1,241 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,615 $55.6K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,510 $52K <0.01% new 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,422 $48.9K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,400 $48.2K 0.03% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,255 $43.2K 0.02% +100 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,350 $37.2K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,059 $36.4K <0.01% +113 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,000 $34.4K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 990 $34.1K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 960 $33K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 875 $30.1K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 871 $30K <0.01% -215 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 825 $28.4K <0.01% 0 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 817 $28.1K 0.01% new 13F-HR Timeline