Main Street Group, LTD More: the full row for Main Street Group, LTD 563,385 $46.6M 17.97% +23,875 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 501,616 $41.5M 0.01% new 13F-HR/A Timeline Group Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 386,197 $32M 15.38% +70,898 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 320,290 $26.5M 11.18% -193,291 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 225,730 $18.7M 0.51% +22,481 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 173,420 $14.4M 3.14% +163,511 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 165,775 $13.7M 0.02% +22,872 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 160,522 $13.3M 0.02% +143,354 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 148,934 $12.3M <0.01% -28,582 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 148,844 $12.3M 2.28% -934 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 140,677 $11.6M 6.73% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 140,152 $11.6M 0.37% +17,018 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 139,964 $11.6M 1.4% -3,701 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 139,455 $11.5M 1.02% -18,113 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 104,116 $8.62M 0.12% -43,395 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 102,409 $8.48M 3.08% -10,674 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 97,105 $8.04M 7.33% -353 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 94,800 $7.85M 0.36% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 83,789 $6.95M 0.04% -1,031 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 83,349 $6.88M 0.64% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 80,300 $6.65M 0.99% -402 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 80,284 $6.65M 1.47% +3,431 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 76,241 $6.31M 1.88% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 75,050 $6.21M 1.17% -52,276 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 65,763 $5.44M 2.39% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 64,328 $5.33M 0.22% -38,344 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 63,687 $5.27M 0.2% -42,169 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 59,256 $4.91M <0.01% +38,967 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 58,277 $4.82M 0.01% -121,290 13F-HR/A Timeline Group SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 57,473 $4.76M 0.28% 0 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. 55,161 $4.57M <0.01% 0 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 54,713 $4.53M <0.01% -83,114 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 50,307 $4.16M 0.14% +228 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 48,755 $4.04M 3.85% 0 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 43,546 $3.6M 2.22% -2,263 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 42,166 $3.49M 0.06% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 40,000 $3.31M <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 37,540 $3.11M 0.01% -454,634 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 35,294 $2.92M 0.62% -11,196 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 35,138 $2.79M 0.39% +29,135 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 32,132 $2.66M 0.59% 0 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 31,100 $2.57M 0.61% +300 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 28,532 $2.36M 0.11% +1,395 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 27,832 $2.3M 0.64% +4,562 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 26,100 $2.16M <0.01% +15,064 13F-HR/A Timeline Group Innova Wealth Partners More: the full row for Innova Wealth Partners 25,896 $2.14M 1.33% -505 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 25,786 $2.13M <0.01% -7,322 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 24,616 $2.04M 0.52% -402 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 24,046 $1.99M 0.3% +12,977 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 24,037 $1.99M 1.76% +2,599 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 22,688 $1.88M 1.04% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 21,974 $1.82M 0.15% -15,655 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 21,510 $1.78M +6,611 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 20,867 $1.73M <0.01% +3,613 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 19,784 $1.64M <0.01% +4,612 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 19,138 $1.58M 0.14% +9,356 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 17,999 $1.49M 0.34% -208 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 17,818 $1.47M 3.58% -1,852 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 17,062 $1.41M 0.02% -1,095 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 16,131 $1.34M 0.06% -2,739 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 15,742 $1.3M 0.61% -31,796 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 15,718 $1.3M 0.38% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,236 $1.26M 0.05% +59 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,390 $1.19M 0.01% +9,590 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 14,173 $1.17M 1.21% -1,039 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 14,109 $1.17M 0.56% -7,092 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 13,488 $1.12M 0.65% -391 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,441 $1.11M 0.02% +801 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 12,879 $1.07M <0.01% +4,036 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 12,701 $1.05M <0.01% +3,579 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 12,268 $1.02M 0.14% -4,159 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 12,226 $1.01M 0.18% +178 13F-HR/A Timeline SPROTT INC. More: the full row for SPROTT INC. 12,200 $1.01M 0.06% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 12,000 $993K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,851 $981K 0.01% -600 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,499 $958K 0.02% +2,581 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 11,532 $955K 0.16% 0 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 11,381 $942K 0.17% -17,523 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,370 $941K <0.01% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 11,000 $911K 0.08% -1,500 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 10,765 $891K 0.06% +5,100 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,764 $891K 0.05% -12,846 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,630 $880K <0.01% -103,154 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 10,312 $854K <0.01% +5,963 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 10,303 $853K 0.19% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,045 $832K 0.02% -58,715 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,906 $820K 0.04% +7,497 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,839 $800K 0.03% +19 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,880 $737K 0.03% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,888 $736K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,507 $704K <0.01% +472 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,435 $698K 0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,320 $689K 0.03% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,186 $678K <0.01% +14 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,174 $677K 0.01% -204 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 8,060 $667K 0.14% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,000 $662K <0.01% 0 13F-HR/A Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,945 $658K 0.06% +1,675 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 7,952 $646K 0.11% -50,262 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,794 $645K 0.06% -64,453 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,731 $640K <0.01% +2,075 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 7,200 $596K 0.23% -5 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,199 $596K 0.07% -166 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,157 $592K 0.02% +3,100 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,119 $586K 0.03% +1,995 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 7,059 $584K 0.02% +2,295 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,371 $578K 0.05% +1,425 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,884 $570K 0.02% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,801 $563K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,629 $549K 0.01% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,448 $534K 0.36% +2,380 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 6,405 $530K 0.15% -1,423 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 6,165 $510K 0.01% -99,722 13F-HR/A Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,830 $483K 0.16% +592 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 5,756 $476K 0.23% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 5,726 $474K 0.22% -79 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,652 $469K 0.01% -433 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 5,524 $457K 0.37% -58 13F-HR/A Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 5,455 $452K 0.08% -270 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,452 $451K 0.03% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,188 $430K 0.14% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,020 $416K 0.01% -50 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,837 $400K 0.16% +4 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,800 $397K <0.01% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 4,682 $388K 0.2% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,645 $385K <0.01% -75 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,521 $374K 0.02% -203 13F-HR/A Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,467 $370K 0.02% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,463 $369K 0.03% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,399 $364K <0.01% +1,250 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 4,370 $362K 0.12% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,309 $357K 0.06% -22 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,304 $356K 0.03% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,266 $353K <0.01% +447 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,260 $353K 0.01% -10 13F-HR Timeline Group Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 4,097 $339K 0.12% 0 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 4,042 $335K 0.38% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,000 $332K 0.08% -100 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,000 $331K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,000 $331K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 3,937 $326K 0.01% +1,982 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,926 $325K 0.02% new 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,921 $325K 0.07% +406 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,835 $317K <0.01% +786 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,814 $316K 0.01% -11,571 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,771 $313K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,760 $311K 0.02% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 3,695 $306K 0.6% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,685 $305K 0.04% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,670 $304K 0.15% -710 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/ 3,600 $298K <0.01% 0 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,525 $292K 0.19% -752 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,415 $283K 0.12% -1,581 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,342 $277K 0.03% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,300 $273K <0.01% -1,644 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,066 $254K <0.01% -1,757 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,865 $237K 0.03% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,815 $233K 0.02% new 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 2,725 $226K 0.12% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 2,697 $224K 0.19% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,680 $222K <0.01% 0 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 2,792 $222K 0.1% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,676 $222K 0.12% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,663 $220K <0.01% -23,657 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,600 $215K 0.03% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,200 $214K 0.1% 0 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 2,505 $208K 0.08% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,500 $207K 0.01% 0 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 2,470 $204K 0.15% +37 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,432 $201K 0.06% -3,608 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,141 $177K <0.01% +127 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,936 $160K <0.01% +64 13F-HR/A Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,820 $159K 0.05% +1,820 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,400 $156K <0.01% -589 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,620 $134K 0.03% +11 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,557 $129K 0.01% -1,268 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,361 $113K 0.02% +35 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,228 $94.9K <0.01% +39 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,130 $93.5K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,000 $82.8K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 800 $66.2K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 775 $64.2K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 680 $56.4K <0.01% 0 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 603 $49.9K 0.05% new 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 600 $49.7K 0.05% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 538 $44.5K <0.01% -8,655 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 533 $44.1K 0.01% -249 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 425 $35.2K <0.01% 0 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 335 $27.7K 0.02% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 278 $23K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 248 $20.5K <0.01% +80 13F-HR Timeline MOTCO More: the full row for MOTCO 200 $16.6K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 160 $13.2K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 158 $13.1K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 120 $9.93K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 112 $9.41K <0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $8.28K <0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 100 $8.28K <0.01% new 13F-HR/A Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 100 $8K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 86 $7.12K 0.01% -3 13F-HR Timeline Group