LPL Financial LLC More: the full row for LPL Financial LLC 87,321 $4.26M <0.01% -2,666 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 57,451 $2.81M 0.3% -1,509 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 45,793 $2.24M <0.01% -322 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 20,854 $1.02M <0.01% -2,079 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,151 $691K <0.01% -37 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,999 $537K <0.01% -619 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,990 $488K <0.01% +4,624 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,328 $456K <0.01% -65 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,585 $322K <0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,337 $309K <0.01% +24 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 6,021 $294K 0.02% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,898 $288K 0.03% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,520 $221K <0.01% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,416 $216K 0.01% -186 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,413 $216K <0.01% -16 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,231 $207K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,027 $148K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,000 $147K 0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,441 $119K <0.01% 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,328 $114K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,989 $97.1K <0.01% +11 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,920 $94.1K 0.03% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,880 $91.8K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,800 $87.8K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,680 $82.1K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,238 $60.5K <0.01% +6 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,110 $54.2K <0.01% +360 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 729 $35.6K <0.01% 0 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 724 $35.4K 0.01% +4 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 707 $34.5K 0.01% +4 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 570 $27.8K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 552 $27K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 498 $24.3K 0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 435 $21K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 360 $17.6K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 321 $15.7K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 300 $14.7K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 275 $13.4K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 191 $9.33K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 135 $6.64K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 105 $5.13K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 69 $3.37K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3 $147 <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 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.