WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,399,578 $117M 0.26% -2,280,185 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,684,709 $81.5M 4.6% +91,708 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,408,897 $68.1M 0.02% +156,132 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,054,016 $51M 0.07% +433,484 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 967,641 $46.8M 1.81% +10,317 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 417,708 $20.2M 0.09% -10,523 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 406,025 $19.6M 4.99% -46,152 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 297,945 $14.4M <0.01% +163,006 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 294,377 $14.2M 0.01% +44,000 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 263,275 $12.7M <0.01% +11,341 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 261,202 $12.6M 2.28% +32,945 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 258,002 $12.5M 0.01% +8,542 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 250,494 $12.1M 0.43% -39,463 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 179,175 $8.66M 7.11% +5,059 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 168,652 $8.15M 1.98% -3,216 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 120,072 $5.81M 0.44% +18,684 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 117,515 $5.68M <0.01% +11,172 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 114,530 $5.54M 0.01% -6,315 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 105,599 $5.11M 1.44% +4,509 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 100,277 $4.85M 2.18% +14,609 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 97,071 $4.69M 1.54% +8,930 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 91,404 $4.24M 0.03% -37,862 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 85,728 $4.14M 0.1% -4,223 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 79,411 $3.84M 1.03% -70,167 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 76,932 $3.75M 0.02% +10,294 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 73,115 $3.54M 0.18% +32,770 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 65,408 $3.16M 0.01% -1,213 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 54,238 $2.62M 0.04% +638 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 44,212 $2.14M 1.32% +37,238 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 43,083 $2.08M 1.4% +1,613 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 42,742 $2.07M 0.01% +905 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 41,900 $2.03M <0.01% -35,100 13F-HR Timeline Group Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 41,044 $1.98M 1.13% +2,494 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 36,773 $1.78M 1.73% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 33,542 $1.62M 0.1% +4,566 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 30,856 $1.49M 0.04% +375 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 30,825 $1.49M 0.06% +7,099 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,085 $1.45M <0.01% +10,649 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 28,727 $1.39M 0.02% -2,804 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 26,454 $1.28M 0.51% +615 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 22,575 $1.09M 0.01% -30,464 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 19,555 $946K 0.62% +5,788 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,296 $933K 0.01% +14,637 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 16,227 $785K 0.58% +24 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 15,427 $746K 0.08% +5,847 13F-HR Timeline Group Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 15,061 $735K 0.25% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,564 $656K 0.05% +7,825 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 13,072 $632K 0.35% +2,518 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 13,036 $630K 0.15% -450 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,150 $539K <0.01% +4,488 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,626 $465K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,581 $463K <0.01% new 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,922 $431K 0.03% +188 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,918 $431K 0.02% -997 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,539 $413K <0.01% +526 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,396 $406K <0.01% new 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,279 $401K 0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,581 $367K <0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,121 $344K 0.01% -594 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,736 $326K <0.01% 0 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,466 $313K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,132 $296K 0.01% +1,036 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,631 $272K 0.2% +800 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,285 $256K <0.01% 0 13F-HR Timeline Group Seros Financial, LLC More: the full row for Seros Financial, LLC 5,245 $254K 0.16% -10,397 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,567 $221K <0.01% -10 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,092 $101K 0.01% +1,137 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,843 $89.1K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,345 $65K <0.01% +1,026 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,127 $54.5K 0.01% +27 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,117 $54K <0.01% -324 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 993 $48K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 699 $33.8K <0.01% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 598 $28.9K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 500 $24.2K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 489 $23.6K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 398 $19.2K <0.01% +371 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 287 $13.9K <0.01% -303 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 260 $12.6K <0.01% +125 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 229 $11.1K 0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 102 $4.94K <0.01% +1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 69 $3K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 50 $2.42K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8 $382 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7 $339 <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 0 $23 <0.01% -1 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.