Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 740,512 $34.9M 0.43% +183,882 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/ 690,736 $32.6M <0.01% +608,476 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 602,118 $28.4M 0.01% +87,386 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 591,872 $27.9M 0.01% -1,266 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 543,494 $25.6M 5.22% -34,675 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 461,184 $21.7M <0.01% +55,361 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 276,896 $13.1M <0.01% +171,692 13F-HR Timeline Group Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 153,753 $7.25M 3.89% +3,939 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 146,822 $6.92M 2.62% -10,241 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 125,382 $5.91M <0.01% +121,108 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 98,815 $4.66M 0.48% +9,140 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 71,976 $3.39M 0.02% +24,527 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 66,361 $3.13M 1.03% -35,736 13F-HR/A Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 57,901 $2.73M 0.37% +7,836 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 56,141 $2.65M 0.23% -96,300 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 54,317 $2.56M <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 51,193 $2.41M <0.01% -5,003 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 39,892 $1.88M 0.04% +721 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 38,045 $1.79M <0.01% +525 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,213 $1.66M <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 34,026 $1.6M <0.01% +20,348 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 32,955 $1.55M <0.01% +16,550 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 30,699 $1.45M <0.01% +366 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 29,588 $1.39M 0.05% -32,326 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 28,601 $1.35M 0.01% +504 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 26,186 $1.23M 0.37% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 23,000 $1.08M 0.09% +279 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 21,382 $1.01M 0.85% -33,625 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 20,509 $967K <0.01% -1,277 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,798 $839K <0.01% +1,232 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 17,727 $835K 0.04% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 15,516 $731K <0.01% +7,895 13F-HR Timeline Group GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 15,000 $707K 0.08% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 14,846 $700K 0.04% +1 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,655 $691K <0.01% +317 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 14,236 $671K 0.02% -9,785 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,954 $658K 0.02% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 13,358 $630K <0.01% new 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,360 $347K 0.04% -1,222 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,562 $308K 0.05% +950 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,743 $271K 0.01% +360 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 5,291 $249K 0.22% -425 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,117 $241K 0.02% -716 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 4,840 $228K 0.1% new 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 4,795 $226K 0.04% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,765 $225K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,635 $218K 0.03% -1,229 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,547 $214K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,468 $211K 0.01% -1,428 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,299 $203K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,399 $113K 0.01% -10 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,324 $110K <0.01% -3,923 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,720 $81.1K 0.02% +14 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,679 $79.1K <0.01% -1,314 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,297 $61.1K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,180 $55K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 863 $41K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 604 $28.5K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 400 $18.9K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 390 $18.4K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 300 $14.1K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 52 $2.45K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 45 $2.12K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14 $660 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2 $94 <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 1 $29 <0.01% +1 13F-HR/A Timeline Group