LPL Financial LLC More: the full row for LPL Financial LLC 380,837 $9.31M <0.01% +66,368 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 351,816 $8.6M 5.88% +21,050 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 289,756 $7.08M 0.55% -16,673 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 253,733 $6.2M 3.01% +6,849 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 193,017 $4.72M 3.41% +4,470 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 185,466 $4.42M 0.01% +739 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 125,879 $3.08M 0.01% -427 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 125,244 $3.02M <0.01% +8,777 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 120,330 $2.94M 0.11% +73,809 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 105,255 $2.57M <0.01% +7,597 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 97,260 $2.38M 0.01% +5,059 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 94,581 $2.31M <0.01% -4,585 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 80,234 $1.96M 0.01% +8,102 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 74,330 $1.82M 0.07% +63,710 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 48,695 $1.19M 0.76% -1,189 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 44,867 $1.1M <0.01% +577 13F-HR Timeline Group Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 43,756 $1.07M 1.03% -832 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 41,766 $1.02M 0.16% +1,825 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 39,298 $960K <0.01% +1,804 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 35,106 $858K <0.01% +21 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 34,004 $831K 0.05% +2,766 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 31,130 $761K <0.01% +14,924 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 29,037 $710K <0.01% +5,031 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 27,062 $658K 0.78% +300 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 25,931 $634K 0.21% +12,693 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,308 $594K <0.01% +13,085 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 24,172 $591K 0.01% -6,914 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 19,944 $487K 0.04% +133 13F-HR/A Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 17,171 $420K <0.01% new 13F-HR Timeline Group Unified Investment Management More: the full row for Unified Investment Management 15,571 $381K 0.38% -1,050 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,301 $350K 0.01% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 13,717 $335K 0.19% +152 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,921 $291K <0.01% -965 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,229 $274K <0.01% +836 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 9,561 $234K 0.15% -4,920 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,617 $211K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,548 $160K <0.01% -4,421 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,548 $111K <0.01% +725 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,499 $85.5K 0.06% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,253 $79.5K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,350 $33K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,127 $27.5K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 990 $24.2K <0.01% +11 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 717 $17.5K <0.01% -104 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 427 $10.4K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $29 <0.01% 0 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $10 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.