LPL Financial LLC More: the full row for LPL Financial LLC 5,156,988 $133M 0.04% +249,572 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,680,823 $69M <0.01% +320,632 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,896,185 $48.8M 0.04% -77,481 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,285,564 $33.1M 0.01% +455,884 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,180,035 $30.4M 4.08% -23,964 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,166,894 $30M 2.36% -13,319 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,084,995 $27.9M 2.21% -2,850 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 700,797 $18M 0.13% +243,295 13F-HR/A Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 689,223 $17.7M 0.2% -7,518 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 633,318 $16.3M <0.01% +40,844 13F-HR Timeline Group SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 585,899 $15.1M 4.05% +22,309 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 559,759 $14.3M 2.55% +108,085 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 502,567 $12.9M -28,546 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 498,815 $12.8M 0.02% -171,924 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 475,069 $12.2M 0.17% -19,766 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 474,820 $12.2M 0.11% +75,961 13F-HR Timeline Group ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 472,305 $12.2M 2.63% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 460,951 $11.9M 7.6% +41,862 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 414,567 $10.7M 1.41% +68,655 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 400,560 $10.3M 0.06% -28,852 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 385,626 $9.92M <0.01% -5,762 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 362,965 $9.34M 0.22% +108,404 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 339,371 $8.73M 2.89% +28,486 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 339,077 $8.72M 0.06% +198,219 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 293,140 $7.54M 0.37% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 266,136 $6.85M 0.46% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 259,877 $6.69M 1.1% +6,616 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 248,279 $6.39M <0.01% +8,963 13F-HR Timeline Group A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 222,129 $5.72M 3.23% +5,384 13F-HR Timeline Deane Retirement Strategies, Inc. 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Roge & Company, Inc. 71,213 $1.83M 1.04% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 69,008 $1.78M 0.91% +1,206 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 66,857 $1.72M 0.46% +60 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 66,849 $1.72M <0.01% +2,998 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 65,772 $1.69M 0.46% -63,044 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 65,551 $1.69M 0.52% +1,121 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 64,115 $1.65M <0.01% +15,679 13F-HR/A Timeline Group RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 63,699 $1.64M 0.3% -258,838 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 62,396 $1.61M 0.08% +12,002 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 60,221 $1.55M <0.01% +14,949 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 57,195 $1.47M <0.01% -1,681 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 53,320 $1.37M 0.51% +24,777 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 50,250 $1.29M 0.73% -2,905 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 49,055 $1.26M 0.81% +34,000 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 48,641 $1.25M 0.08% +10,024 13F-HR Timeline Legacy Capital Group California, Inc. 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More: the full row for OSAIC HOLDINGS, INC. 39,125 $1.01M <0.01% +16,796 13F-HR/A Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 37,316 $960K <0.01% +872 13F-HR/A Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,954 $951K 0.01% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 36,690 $944K 0.12% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 35,289 $908K 0.97% -895 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 34,466 $888K <0.01% -48,299 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/ 33,263 $856K <0.01% +1,277 13F-HR Timeline Group Family Office Research LLC More: the full row for Family Office Research LLC 32,487 $836K 0.4% +7,416 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 31,991 $819K 0.05% +5,180 13F-HR/A Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 31,508 $811K 0.08% +28,479 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 31,336 $806K 0.81% +6,422 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 30,905 $795K <0.01% +97 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 29,355 $755K 0.03% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 28,924 $744K 0.03% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 28,097 $723K 0.01% +1,403 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 27,880 $718K 0.17% +1,850 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 27,384 $705K 0.01% +368 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 26,999 $694K <0.01% new 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 26,591 $684K 0.16% -327,302 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 25,986 $669K <0.01% +4,605 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 25,841 $665K 0.02% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 25,821 $664K 0.04% -380 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 25,272 $650K 0.03% -4,645 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 24,850 $639K <0.01% +4,015 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 24,552 $632K <0.01% 0 13F-HR/A Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 24,044 $619K 0.03% +3,018 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 23,917 $615K 0.25% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 22,324 $574K <0.01% -111 13F-HR Timeline Group Burt Wealth Advisors More: the full row for Burt Wealth Advisors 21,460 $552K 0.13% +9,559 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 21,255 $547K 0.19% -1,439 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,938 $539K <0.01% -13,283 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,387 $525K 0.01% +6,489 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 19,545 $503K 0.24% -2,039 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,949 $488K 0.02% +600 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,927 $487K <0.01% -1,523 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 18,891 $486K 0.04% +1,172 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 18,673 $480K <0.01% -3,085 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 18,342 $472K <0.01% -444 13F-HR/A Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 17,684 $455K 0.22% +924 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,424 $448K <0.01% -1,802 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 16,874 $434K 0.05% +3,269 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 15,860 $408K <0.01% -4,722 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 14,785 $381K 0.08% +968 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,709 $378K 0.04% +515 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,258 $367K 0.02% -6,626 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 14,128 $366K 0.1% +5,149 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 11,420 $350K 0.41% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,392 $345K 0.01% +1,188 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 13,107 $335K 0.03% -7,913 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,985 $334K 0.01% +83 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 12,904 $332K 0.05% -9,802 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,629 $325K 0.01% -185 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,846 $305K 0.01% new 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 11,620 $299K 0.18% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,994 $283K 0.06% +455 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,785 $277K 0.02% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,527 $271K <0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,342 $266K 0.03% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,321 $266K 0.01% +474 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 10,189 $262K 0.2% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,900 $255K 0.01% -6,611 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 9,574 $246K 0.04% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,440 $243K 0.01% +1,023 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 9,212 $237K <0.01% -378 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 9,053 $233K 0.11% -264,802 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,933 $230K 0.01% +698 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 8,899 $229K 0.05% -8,707 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 8,873 $228K 0.02% -936 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,351 $215K 0.01% -511 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 8,032 $207K 0.02% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,930 $178K 0.01% -540 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,000 $154K <0.01% -2,213 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,433 $140K <0.01% -4,511 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,601 $92.7K 0.04% -354 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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Advisory Services LLC 32 $823 <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 21 $540 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1 $33 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.