Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 345,746 $14.7M 0.37% -74,045 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 222,598 $9.45M 3.61% -6,658 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/ 175,247 $7.44M <0.01% -4,986 13F-HR/A Timeline Group Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 131,154 $5.57M 2.59% -82,276 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 117,195 $4.98M <0.01% -18,735 13F-HR/A Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 107,925 $4.58M 0.32% -13,061 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 90,985 $3.86M <0.01% +3,912 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 46,925 $1.99M <0.01% -3,468 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,086 $1.53M <0.01% -16,390 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 37,448 $1.53M <0.01% -507 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 35,635 $1.51M <0.01% -154,480 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 32,367 $1.37M <0.01% -5,872 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 31,861 $1.35M <0.01% +11,134 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 30,765 $1.31M 0.33% -55,076 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 30,749 $1.31M <0.01% +6,667 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 28,852 $1.23M <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 23,404 $994K 0.04% -1,048 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 22,468 $954K 0.04% +1,626 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,164 $856K <0.01% -8,900 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 12,917 $549K <0.01% -1,046 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,390 $526K <0.01% -2,851 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,274 $521K 0.01% -150 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 $418K <0.01% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,346 $397K 0.01% -55 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 9,165 $389K <0.01% -1,402 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 8,910 $378K 0.02% -1,580 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,845 $333K <0.01% +2 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,058 $300K 0.01% -493 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,025 $213K <0.01% -480 13F-HR/A Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,613 $201K 0.03% new 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) 3,137 $133K <0.01% -1,447 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,976 $83.9K <0.01% +242 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 990 $42K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 920 $40.1K <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 $24.5K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 400 $17K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 210 $8.92K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 202 $8.58K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 161 $6.84K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 71 $3.02K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 59 $2.5K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 49 $2.11K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13 $552 <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2 $85 <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 0 $7 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.