Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,760 $12.1K <0.01% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,650 $11.6K 0.01% +909 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,336 $10.5K <0.01% +2,236 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,155 $9.46K <0.01% +1,754 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,974 $8.67K <0.01% +77 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,645 $7.32K <0.01% +933 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,612 $7.08K <0.01% +69 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,448 $6.36K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,200 $5.27K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,200 $5.27K <0.01% -2,032 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,093 $4.8K <0.01% +280 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,079 $4.74K <0.01% +357 13F-HR/A Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $4.39K <0.01% 0 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,000 $4.39K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 917 $4.03K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 908 $3.99K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 800 $3.51K <0.01% +300 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 710 $3.12K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 643 $2.83K <0.01% +80 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 642 $2.82K <0.01% new 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. 570 $2.5K <0.01% 0 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 481 $2.11K <0.01% 0 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 522 $2K <0.01% -13,868 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 449 $1.97K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 429 $1.88K <0.01% new 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $1.32K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 288 $1.26K <0.01% 0 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 281 $1.23K <0.01% +75 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 275 $1.21K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 257 $1.13K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 240 $1.05K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 225 $988 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 217 $953 <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 215 $944 <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 200 $878 <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 200 $878 <0.01% 0 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 200 $878 <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 189 $830 <0.01% +126 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 150 $672 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 148 $650 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 120 $527 <0.01% -45 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 111 $487 <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 83 $364 <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 34 $149 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 28 $123 <0.01% -2,472 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 17 $75 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 19 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.