Cetera Investment Advisers More: the full row for Cetera Investment Advisers 439,136 $35.2M 0.03% +3,604 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 368,630 $29.5M 0.01% -7,822 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 300,362 $24.1M 0.01% -7,334 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 295,625 $23.7M 1.44% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 254,694 $20.4M <0.01% -1,918 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 203,383 $16.3M <0.01% -33,849 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 199,649 $16M 0.08% +97,929 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 176,454 $14.1M 0.01% +3,421 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 164,099 $13.1M 0.02% -1,573 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/ 129,416 $10.4M <0.01% -7,785 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 94,221 $7.54M <0.01% -5,722 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 63,476 $5.08M 0.05% +2,353 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 58,114 $4.65M 0.01% -4,799 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 55,486 $4.44M <0.01% -6,139 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 55,340 $4.43M 0.42% -535 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 54,525 $4.37M 0.26% -15,182 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 46,039 $3.69M 0.03% -11,520 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 39,785 $3.19M 0.04% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 31,900 $2.55M <0.01% -1,601 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 27,793 $2.23M <0.01% -51 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 24,591 $1.97M <0.01% +1,192 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 23,171 $1.86M 0.19% -23,603 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 17,510 $1.4M 0.36% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 17,295 $1.38M 0.54% -217 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,607 $1.33M <0.01% +2,546 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 15,808 $1.27M 0.28% +1 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,531 $1.24M <0.01% +2,310 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,569 $1.17M <0.01% -323 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,450 $1.16M <0.01% -41,797 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,453 $1.16M <0.01% +1,571 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,892 $1.11M 0.01% -183 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,161 $894K <0.01% -2,482 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,901 $873K 0.13% -1,458 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 7,819 $626K 0.05% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,807 $545K <0.01% -865 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,634 $519K 0.02% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,296 $504K <0.01% +2,805 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,280 $423K 0.01% +12 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,250 $420K 0.01% 0 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 5,205 $417K 0.36% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,167 $414K <0.01% -820 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,865 $390K 0.04% -233 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,601 $368K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,601 $368K <0.01% 0 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,085 $327K <0.01% -333 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,653 $293K <0.01% -835 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,073 $246K <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,023 $242K <0.01% -969 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,872 $230K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,771 $222K 0.01% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,757 $221K 0.01% -4,402 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 2,684 $215K 0.11% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,651 $212K <0.01% -64 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,544 $204K 0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 2,344 $188K 0.1% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,939 $155K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,078 $86.3K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 911 $72.9K <0.01% -148 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 845 $67.5K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 700 $56.1K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 673 $53.9K <0.01% +2 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 637 $51K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 529 $42.4K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 527 $42.2K <0.01% +392 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 468 $37.5K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 316 $25.3K <0.01% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 194 $15.6K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 99 $7.93K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 69 $5.52K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 66 $5.29K <0.01% +15 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 60 $5K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 26 $2.08K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 0 $12 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.