CW Advisors, LLC More: the full row for CW Advisors, LLC 718,434 $39.4M 0.47% -5,366 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 287,269 $15.7M <0.01% -117,004 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 211,855 $11.6M -18,512 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 175,402 $9.62M <0.01% +50,555 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 86,506 $4.74M 0.01% +5,969 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 73,732 $4.04M 0.02% +7,539 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 71,364 $3.91M 0.01% +14,404 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 69,265 $3.8M 0.01% -5,226 13F-HR Timeline Group Holistic Financial Partners More: the full row for Holistic Financial Partners 62,457 $3.42M 1.65% +4,555 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 39,470 $2.16M <0.01% -6,653 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 29,735 $1.63M 0.01% +2,055 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 29,299 $1.61M 0.16% -4,711 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 27,898 $1.59M 0.22% -21,186 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 28,820 $1.58M 0.11% -15,101 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 27,682 $1.52M 0.01% -1,466 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 24,037 $1.32M <0.01% +53 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,399 $1.23M 0.04% -1,519 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 22,270 $1.22M 0.03% -1,299 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 22,055 $1.21M 0.01% -2,038 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 21,368 $1.17M <0.01% -1,802 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 20,456 $1.12M 0.02% -44,468 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,908 $972K 0.02% +11,959 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 17,708 $971K 0.22% +3,322 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 17,565 $963K <0.01% +5,730 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 17,127 $939K 0.01% +372 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 16,618 $911K 0.03% +451 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,159 $886K <0.01% +3,516 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,033 $879K 0.01% -238 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 16,033 $879K 0.01% -238 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,862 $815K <0.01% +1,339 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,278 $783K <0.01% new 13F-HR Timeline Group American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 13,600 $746K 0.57% -2,000 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/ 13,527 $742K <0.01% -27 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,434 $736K 0.01% +1,296 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 13,277 $728K 0.05% +539 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,519 $631K 0.01% -695 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 10,384 $569K 0.26% -296 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,287 $564K <0.01% +249 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 9,430 $517K -1,085 Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 9,341 $512K 0.01% -695 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 8,234 $451K 0.33% +685 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,302 $400K 0.02% -3,354 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,750 $370K <0.01% -24,491 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,712 $368K <0.01% +628 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,663 $310K <0.01% -150 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,170 $283K <0.01% -59 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,668 $256K 0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,400 $241K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,032 $221K <0.01% 0 13F-HR Timeline Group Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,006 $220K 0.12% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,896 $213K 0.05% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,797 $208K 0.08% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,649 $200K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,538 $194K 0.01% +198 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,895 $97.9K <0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,411 $77K 0.02% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,390 $76.2K 0.03% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,351 $74.1K 0.02% -45 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 703 $38.5K 0.01% -1,179 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 564 $31.4K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 518 $28.4K <0.01% +144 13F-HR/A Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 500 $27.4K <0.01% 0 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/ 500 $27.2K <0.01% +120 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 391 $21K <0.01% new 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 375 $20K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 247 $13.5K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 175 $9.59K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 132 $7.16K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 97 $5.32K <0.01% -185 13F-HR/A Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 86 $4.73K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 75 $4.11K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 70 $3.84K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 65 $3.56K <0.01% +8 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -2,625 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.