LPL Financial LLC More: the full row for LPL Financial LLC 805,145 $31.3M 0.01% +138,049 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 628,462 $24.5M 6.68% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 599,679 $23.3M <0.01% +282,994 13F-HR Timeline Group Legacy CG, LLC More: the full row for Legacy CG, LLC 483,456 $18.8M 5.3% +33,317 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 454,450 $17.7M 0.35% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 434,659 $16.9M <0.01% +434,373 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 300,572 $11.7M 0.04% +59,190 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 280,130 $10.9M 1.51% +7,663 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 263,176 $10.2M <0.01% new 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 256,019 $9.97M 1.27% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 249,815 $9.73M 1.15% +11,661 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 140,450 $5.47M 0.03% +39,359 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 78,952 $3.07M 0.18% +9,217 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 77,698 $3.02M 0.37% +119 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 64,283 $2.47M <0.01% -4,179 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 61,308 $2.39M 0.13% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 45,926 $1.79M 0.01% +2,368 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 43,846 $1.71M 0.1% +4,126 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 41,560 $1.62M <0.01% +1,576 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 40,565 $1.58M 0.19% +10,243 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 39,934 $1.53M <0.01% -400 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 37,592 $1.46M 0.92% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 37,030 $1.44M <0.01% +1,657 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 35,783 $1.39M 0.01% +23,535 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 34,220 $1.33M 0.76% +12,721 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 32,461 $1.26M <0.01% +26,304 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 31,297 $1.22M 0.05% -11,128 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 29,717 $1.16M <0.01% +24,586 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 27,463 $1.07M <0.01% -603 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,228 $943K <0.01% +2,233 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,903 $931K <0.01% +13,051 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,214 $904K 0.01% +9,270 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 21,882 $852K 0.01% +6,648 13F-HR Timeline Group Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 19,694 $767K 0.03% +1,476 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 15,543 $605K <0.01% +1,160 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 15,375 $599K 0.57% new 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 13,378 $521K 0.01% +461 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 13,145 $512K 0.02% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,022 $468K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,160 $435K <0.01% +2,552 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,447 $407K <0.01% new 13F-HR Timeline Group Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 10,097 $393K 0.23% +249 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,062 $392K <0.01% +1,072 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,473 $369K <0.01% +3,849 13F-HR/A Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 9,053 $350K 0.09% +1,121 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,675 $338K 0.03% -1,022 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 7,625 $297K <0.01% new 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,380 $248K 0.14% +132 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,425 $211K <0.01% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,500 $136K <0.01% +500 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,256 $48.9K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 640 $24.9K <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 500 $19.5K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 416 $16.2K <0.01% new 13F-HR/A Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 345 $13.4K <0.01% new 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 313 $12.2K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 0 $6 <0.01% -80 13F-HR Timeline Amount filed as zero, left out of ratios.