LPL Financial LLC More: the full row for LPL Financial LLC 8,522,485 $301M 0.08% +978,401 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,626,485 $57.4M 0.06% +212,383 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,152,123 $40.7M 0.01% +129,796 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 943,085 $33.3M 0.05% -48,188 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 830,234 $29.3M 0.11% +6,503 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 659,235 $23.3M 0.06% +14,335 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 646,336 $22.8M 0.03% +48,488 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 637,315 $22.5M 0.01% -31,479 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 574,853 $20.3M <0.01% +340,939 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 537,124 $19M <0.01% +1,718 13F-HR Timeline Group Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 516,655 $18.2M 4.42% +26,452 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 435,945 $15.4M 0.04% -22,885 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 415,783 $14.9M 0.1% +25,791 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 390,643 $13.8M 3.79% -15,231 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 377,718 $13.3M 0.21% -3,521 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 371,474 $13.1M +38,209 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 326,971 $11.5M 0.01% -9,008 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 300,904 $10.6M 0.11% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 297,608 $10.5M 0.08% +12,587 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 287,580 $10.2M 6.47% +8,281 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 285,676 $10.1M -14,365 Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 272,124 $9.61M 6.12% +47,257 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 227,297 $8.03M 0.19% -52,032 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 208,047 $7.35M 0.03% +8,149 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 195,690 $6.91M 0.26% -11,015 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 188,585 $6.66M 4.22% -1,255 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 181,361 $6.41M 0.28% -21,779 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 167,491 $5.92M 2.89% -8,532 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 166,188 $5.87M 1.57% +23,340 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 161,426 $5.7M 2.84% +625 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 149,275 $5.27M 1.84% +42,643 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 145,752 $5.15M 2.73% -6,910 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 143,445 $5.07M 0.31% +9,868 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 130,904 $4.62M 0.75% +15,674 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 127,969 $4.52M 0.05% +3,746 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 126,035 $4.45M 2.18% -46,266 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 125,306 $4.43M 0.17% +3,709 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 123,586 $4.37M 0.01% +12,156 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 118,131 $4.17M 0.04% +895 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 117,411 $4.15M 1.67% +895 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 114,910 $4.06M 1.05% +1,558 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 114,892 $4.06M 0.16% +65,811 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 110,923 $3.92M 3.18% -24,005 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 103,806 $3.67M 0.92% +5,479 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 99,587 $3.52M <0.01% -2,394 13F-HR Timeline Group Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 91,620 $3.24M 1.43% -3,207 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 87,432 $3.11M 1.15% -12,860 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 86,997 $3.07M 2.24% -3,550 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 84,983 $3M 0.33% -5,897 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 83,728 $2.96M 0.04% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 82,628 $2.92M 0.79% +10,403 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 81,570 $2.9M 0.15% +8,621 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 81,736 $2.89M 0.02% +2,396 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 80,541 $2.84M 0.12% +10,383 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 79,448 $2.81M 0.73% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 76,895 $2.72M 0.01% +17,135 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 76,322 $2.7M 0.05% +545 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 72,932 $2.58M 1.1% +370 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 62,680 $2.21M 1.03% +10,685 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 62,663 $2.21M 0.04% +12,492 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 58,338 $2.06M 0.3% +9,127 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 47,788 $1.69M 1.18% +11,935 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 47,696 $1.68M 0.36% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 46,728 $1.65M 0.25% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 45,914 $1.62M 0.17% -1,792 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 45,135 $1.59M 0.04% +5,652 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 44,964 $1.59M 0.03% -67 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 44,517 $1.57M 0.04% +3,096 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 43,016 $1.52M 1.32% +1,107 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 42,867 $1.51M 0.02% -12,593 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 42,232 $1.49M 0.02% +25,500 13F-HR Timeline Group SLT Holdings LLC More: the full row for SLT Holdings LLC 40,807 $1.44M 1.02% -12,784 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 39,587 $1.4M 0.02% +20,126 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 36,115 $1.28M 0.05% +20,964 13F-HR/A Timeline Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 35,445 $1.25M 0.52% 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 34,829 $1.23M 0.67% +2,449 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 31,156 $1.17M 1.3% -13,033 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 32,129 $1.13M 0.01% -17,118 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 31,291 $1.11M 1.51% +30,581 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 30,836 $1.09M 0.03% 0 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 30,071 $1.06M 0.05% +150 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 28,823 $1.02M 0.01% +5,285 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 27,301 $964K 0.04% +5,867 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 27,244 $962K <0.01% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 25,690 $907K +780 Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 25,678 $907K 0.02% +12,872 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 25,276 $893K 0.06% -1,969 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 25,200 $890K 0.01% -690 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 25,180 $889K 0.06% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 24,668 $871K 0.22% -727 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 23,760 $839K 0.02% +705 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 21,760 $769K 0.04% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 21,184 $748K 0.08% -2,375 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 19,096 $674K 0.02% +7,185 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 18,081 $639K 0.39% -22,388 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 17,699 $625K 0.27% +281 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 17,048 $602K 0.08% 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 17,042 $602K 0.21% -1,554 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,879 $596K 0.01% +1,270 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 16,875 $596K 0.07% +825 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 16,543 $584K 0.2% -201 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 16,213 $573K 0.4% +285 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 15,992 $565K 0.02% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,944 $563K 0.01% +359 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,364 $543K 0.01% -1,640 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 15,281 $540K 0.04% +1,696 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 14,852 $525K 0.1% -2,530 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 14,801 $523K 0.22% +918 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,416 $509K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,880 $490K <0.01% -2 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 13,777 $487K 0.18% -68 13F-HR/A Timeline Group McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 13,555 $479K 0.41% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 13,229 $467K 0.15% -55 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,250 $433K 0.01% +475 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,100 $427K 0.02% -5,025 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,929 $417K 0.03% +7 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,557 $412K 0.04% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,638 $411K 0.01% +510 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11,425 $404K 0.31% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 11,000 $389K 0.06% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 10,985 $388K 0.2% -58 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,564 $373K 0.02% +558 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 10,388 $367K 0.13% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 10,206 $360K 0.05% -1,612 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,148 $358K 0.01% -1,229 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 9,989 $353K 0.16% +1,530 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,679 $342K 0.01% +1,295 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,471 $329K 0.01% +124 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 9,188 $325K 0.01% -1,156 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,625 $315K 0.04% -505 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 8,878 $314K 0.17% -1,311 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,611 $304K 0.01% -1,276 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,578 $303K 0.05% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 8,015 $283K 0.02% +215 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,952 $281K 0.01% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,950 $281K 0.07% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,721 $273K 0.02% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,542 $266K <0.01% -734 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 7,378 $261K 0.09% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,223 $255K 0.02% -705 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,177 $253K <0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,921 $246K <0.01% -12,387 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,955 $246K <0.01% +392 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 6,865 $242K 0.04% +1,244 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,844 $242K 0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,228 $241K 0.01% -248 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,779 $239K 0.03% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,753 $239K 0.01% +114 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 6,335 $224K 0.21% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,985 $211K 0.08% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 5,676 $200K 0.02% -177 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,116 $145K 0.01% +275 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,691 $130K 0.04% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,559 $126K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,464 $122K 0.06% +108 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,490 $87.9K <0.01% +937 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,800 $63.6K <0.01% new 13F-HR/A Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,675 $59.2K 0.05% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 992 $35K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 620 $21.9K 0.06% -116,350 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 527 $18.6K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 258 $9.16K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 227 $8.02K 0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 182 $6.43K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 115 $4K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 100 $3.53K <0.01% -943 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 50 $1.77K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $7 <0.01% -12 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.