Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 367,177 $17.3M +120,100 Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 245,807 $11.6M <0.01% -1,410 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 236,088 $11.1M 0.01% +31,357 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 224,482 $10.6M 0.1% +43,297 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 193,421 $9.12M 0.54% +75,705 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 157,664 $7.43M 4.33% +11,928 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 131,919 $6.22M 0.01% +2,618 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 113,740 $5.36M 0.15% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 98,571 $4.65M <0.01% -8,298 13F-HR Timeline Group Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 85,786 $4.04M 3.3% -7,800 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 85,615 $4.04M <0.01% +7,257 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 73,473 $3.46M <0.01% +8,000 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 61,211 $2.88M <0.01% new 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 60,280 $2.84M <0.01% +608 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 55,100 $2.58M <0.01% +23,938 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 54,005 $2.55M <0.01% new 13F-HR Timeline Group Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 47,526 $2.26M 0.95% +1,361 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 42,007 $1.99M 0.99% +6,692 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 39,757 $1.87M 0.95% +5,737 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 37,963 $1.79M 0.02% -362 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 33,285 $1.57M 0.05% +10,616 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 31,150 $1.47M 0.02% +959 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 25,519 $1.2M +13,866 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 23,090 $1.09M <0.01% +1,471 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 22,591 $1.06M 0.01% -3,290 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 25,038 $1.04M 0.01% +9,656 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 17,560 $828K <0.01% -28,594 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 17,234 $812K 0.12% -137 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 16,384 $772K <0.01% -20,253 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 15,981 $756K 0.39% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 15,915 $750K 0.37% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,877 $743K <0.01% +4,409 13F-HR Timeline Group Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 15,722 $741K 0.45% +3,656 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 12,995 $612K 0.45% -1,171 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,904 $569K <0.01% -200 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,913 $561K 0.01% +89 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,395 $537K <0.01% +492 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 11,351 $535K 0.07% -79 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,981 $518K <0.01% -141 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 10,833 $511K 0.1% -1,583 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 10,510 $495K 0.39% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,540 $450K <0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,324 $392K <0.01% -582 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,306 $391K 0.06% -4,194 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 8,189 $385K <0.01% 0 13F-HR Timeline Group Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 7,164 $338K 0.17% +45 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,115 $335K 0.01% +1,779 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 6,265 $295K <0.01% -56 13F-HR Timeline Group FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 6,033 $284K 0.12% +38 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,903 $278K <0.01% +116 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,761 $272K <0.01% +1,691 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 5,704 $269K 0.01% +117 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,231 $247K 0.01% -206 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,776 $225K 0.01% -56 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,538 $214K 0.03% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,497 $212K 0.02% +51 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,515 $166K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,216 $152K <0.01% +1,718 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,940 $139K 0.07% -50 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,944 $92K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,140 $53.7K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,049 $49.4K 0.01% +2 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 832 $39.2K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 348 $16.4K <0.01% -102 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 344 $16.2K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 99 $4.67K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 22 $1.04K <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 1 $24 <0.01% 0 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 0 $0 0% -1 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.