N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 320,534 $29.9M 2.84% -112,175 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 316,577 $29.5M 0.01% -26,609 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 314,031 $29.3M <0.01% +11,174 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 248,120 $23.2M 0.01% 13F-HR/A Timeline Group One Day In July LLC More: the full row for One Day In July LLC 205,441 $19.2M 2.01% -8,511 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 182,192 $17M 2.06% -735 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 173,730 $16.2M -22,632 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 169,142 $15.8M 0.22% +2,126 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/ 167,124 $15.6M <0.01% +3,725 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 162,579 $15.2M 2.97% -28,092 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 160,793 $15M 0.19% -28,282 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 138,083 $12.9M 1.67% -2,049 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 127,289 $11.9M 0.03% +3,724 13F-HR/A Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 124,465 $11.6M 0.03% +27 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 119,468 $11.1M <0.01% +33,113 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 117,802 $11M <0.01% +28,124 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 111,981 $10.5M 1.79% +3,646 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 110,457 $10.3M 0.07% +13,168 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 100,969 $9.42M 5.9% +1,896 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 99,658 $9.3M 0.04% +1,629 13F-HR Timeline Group Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 95,698 $8.93M 4.72% -2,529 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 91,757 $8.56M 6.04% +136 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 85,063 $7.94M 2.38% +8 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 83,870 $7.83M 2.6% -6,593 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 78,422 $7.32M 1.4% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 72,516 $6.77M 1.53% -126 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 67,095 $6.23M 5.42% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 66,636 $6.22M 0.06% +1,262 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 64,081 $5.98M 0.19% -4,141 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 62,660 $5.85M 0.02% +47,269 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 61,910 $5.78M <0.01% +852 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 60,416 $5.64M 0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 59,980 $5.6M 0.01% +1,479 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 50,864 $4.75M 0.06% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 42,743 $3.99M <0.01% -3,336 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 40,903 $3.82M 0.12% -1,989 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 39,744 $3.71M 2.93% -378 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 38,878 $3.63M <0.01% +793 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 37,039 $3.46M 0.1% -517 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 36,964 $3.45M 0.01% +10,312 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 36,842 $3.44M 0.03% +2,084 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 34,824 $3.25M 0.32% -6 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 33,142 $3.09M 0.01% -7,425 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 32,828 $3.06M 0.11% -405 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 31,119 $2.9M 0.11% +13 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 30,352 $2.83M 1.25% -574 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 28,101 $2.62M <0.01% -5,505 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 26,749 $2.5M 0.38% +1,021 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 26,587 $2.48M 1.77% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 25,608 $2.39M 0.02% 0 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 25,297 $2.36M 0.15% -537 13F-HR Timeline EPIQ Capital Group, LLC More: the full row for EPIQ Capital Group, LLC 24,885 $2.32M 0.61% -4,390 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,646 $2.21M <0.01% +1,164 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 23,271 $2.17M 0.01% -1,609 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 22,952 $2.14M 0.46% +56 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22,639 $2.11M <0.01% +787 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 22,494 $2.1M 1.09% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 22,473 $2.1M 0.43% +2,602 13F-HR/A Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 19,848 $1.85M <0.01% -1,343 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,922 $1.77M 0.01% -86 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 16,154 $1.51M 0.04% +13,223 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,985 $1.49M 0.08% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15,903 $1.48M 0.03% -1,832 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 13,835 $1.29M 0.1% -3,807 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 13,473 $1.26M 0.02% -10,629 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 12,905 $1.2M 0.32% +32 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 12,814 $1.2M 0.14% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,552 $1.17M <0.01% +7,627 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 12,494 $1.17M 0.64% +120 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 12,070 $1.13M 0.13% 0 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 11,961 $1.12M 0.87% 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 11,210 $1.05M <0.01% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 10,689 $998K 0.13% +344 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,315 $963K 0.01% -40 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 9,831 $918K 0.49% -30,038 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,742 $816K 0.01% +76 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,414 $785K 0.02% -871 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 8,339 $759K 0.18% +268 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 8,128 $759K 0.49% +384 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,081 $754K <0.01% +1,466 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 8,041 $750K <0.01% -14,559 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,814 $729K 0.1% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 7,800 $728K 0.06% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,141 $666K 0.01% +203 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 6,880 $642K 0.08% -6 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 6,813 $636K 0.01% +1,635 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 6,779 $633K 0.05% -36 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 6,635 $619K 0.28% new 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 6,300 $588K 0.07% +100 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,111 $570K 0.02% +313 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,767 $538K <0.01% -901 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,726 $534K <0.01% -255 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 5,662 $528K <0.01% -86 13F-HR/A Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,614 $524K 0.04% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,591 $524K 0.12% -800 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,456 $509K <0.01% +594 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,880 $455K 0.05% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,770 $445K 0.23% -1,011 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,679 $437K <0.01% new 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,438 $414K 0.03% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,307 $402K 0.05% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 4,213 $393K 0.12% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,131 $386K <0.01% 0 13F-HR Timeline Group Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,083 $381K 0.13% -154 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,099 $380K 0.01% +495 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,047 $378K <0.01% +1,688 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,017 $375K 0.03% +43 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,928 $367K 0.05% +130 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,749 $349K <0.01% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,523 $329K <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 3,484 $323K <0.01% -1,200 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,400 $317K <0.01% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,363 $314K 0.12% +32 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 3,288 $307K 0.08% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,269 $305K <0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,254 $304K 0.13% +1 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,231 $302K 0.04% +35 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,200 $299K 0.11% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,130 $292K 0.01% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,023 $282K 0.17% +9 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,958 $276K <0.01% 0 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,887 $269K 0.02% +10 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,666 $249K <0.01% -11,801 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,640 $246K 0.01% -10,281 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,599 $243K 0.02% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,458 $229K <0.01% +100 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,454 $229K 0.06% 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,381 $222K 0.2% new 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,359 $220K 0.15% new 13F-HR/A Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,346 $219K 0.05% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 2,284 $213K 0.09% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,196 $205K <0.01% 0 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,162 $202K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,890 $176K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,839 $172K 0.06% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,805 $168K 0.03% +19 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,600 $149K 0.09% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,410 $131K 0.02% -733 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,362 $127K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,216 $113K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,068 $99.7K <0.01% +1 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 915 $85.4K 0.03% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 888 $84.8K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 905 $84.4K <0.01% -53 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 893 $83.3K 0.06% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 843 $78.6K <0.01% +15 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 746 $69.6K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 734 $68.8K 0.06% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 637 $59.4K 0.02% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 617 $57.6K 0.05% +3 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 612 $57.1K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 484 $45.2K <0.01% -328 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 442 $41.3K <0.01% +9 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 422 $39.4K 0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 380 $35.5K <0.01% -2 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 348 $32.5K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 331 $30.9K <0.01% +3 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 281 $26.2K <0.01% +261 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 250 $23.3K <0.01% new 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 234 $21.8K 0.02% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 220 $20.5K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 216 $20.2K <0.01% +138 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 216 $20.2K <0.01% -42,252 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 204 $19.1K <0.01% +2 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 200 $18.7K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 171 $16.2K 0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 173 $16.1K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 144 $13.4K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 144 $13.4K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 132 $12.3K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 114 $10.6K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 104 $9.73K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 96 $8.96K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 92 $8.59K <0.01% +2 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 90 $8.4K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 80 $7.47K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 78 $7.28K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 53 $4.95K <0.01% 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. 52 $4.83K <0.01% +1 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 40 $3.73K <0.01% new 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 34 $3.17K <0.01% 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 40 $3K <0.01% -51 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 29 $2.71K <0.01% 0 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 28 $2.61K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 24 $2.24K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 24 $2.01K <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 30 $2K <0.01% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 20 $1.87K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. 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