BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 669,756 $24.9M <0.01% -331,080 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 341,383 $12.7M 0.44% -5,100 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 240,844 $8.95M 4.42% +4,152 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 225,414 $8.38M <0.01% -230,609 13F-HR Timeline Group Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 212,752 $7.91M 3.08% +13,944 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 205,954 $7.66M <0.01% -26,762 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 179,642 $6.68M <0.01% 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 135,871 $5.05M <0.01% -8,105 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 129,017 $4.8M 0.44% -18,825 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 89,724 $3.33M <0.01% -179,678 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 63,815 $2.37M 0.22% +9,095 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 54,668 $2.03M <0.01% -170,238 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 47,821 $1.78M <0.01% -17,009 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 41,780 $1.55M <0.01% -421 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 40,713 $1.51M 0.38% -13,999 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 36,881 $1.37M <0.01% -668 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35,201 $1.31M <0.01% -2,022 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 24,672 $917K 0.06% -5,295 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 24,348 $905K 0.01% +845 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 22,296 $829K 0.03% +2,035 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,294 $754K <0.01% -4,857 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 19,062 $709K 0.02% -275 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) 16,298 $606K 0.01% +56 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,018 $558K 0.02% +1,555 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 14,077 $523K <0.01% -202 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,580 $505K <0.01% -3,629 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 13,043 $485K <0.01% -5,467 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 11,945 $444K 0.01% -11 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 11,635 $432K 0.02% -127 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,879 $404K 0.07% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 9,843 $366K <0.01% -4,539 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,795 $327K <0.01% -268 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,701 $296K <0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,806 $290K 0.01% +64 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 7,412 $276K <0.01% -358 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,357 $236K 0.03% -1,139 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 6,300 $234K 0.1% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,038 $224K <0.01% +21 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,386 $163K <0.01% -32,175 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,508 $130K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 972 $36.1K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 920 $34.2K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 578 $21.7K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 400 $15K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 257 $9.55K <0.01% -1,277 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 202 $7.51K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 161 $5.98K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 144 $5.35K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13 $483 <0.01% -2 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2 $74 <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1 $46 <0.01% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1 $35 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.