CW Advisors, LLC More: the full row for CW Advisors, LLC 723,322 $43.2M 0.42% +4,888 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 320,836 $19.2M <0.01% +33,567 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 213,067 $12.7M +1,212 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 174,953 $10.4M <0.01% -449 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 89,722 $5.36M 0.01% +18,358 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 88,539 $5.3M 0.01% +2,033 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 84,356 $5.04M 0.01% +15,091 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 83,523 $4.99M 0.02% +9,791 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 65,508 $3.91M 1.71% +3,051 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 44,007 $2.63M 0.01% +14,272 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 40,196 $2.4M <0.01% +726 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 33,121 $1.98M 0.09% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 29,438 $1.76M 0.16% +139 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 29,068 $1.75M 0.21% +1,170 13F-HR/A Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 27,735 $1.66M 0.01% +5,680 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 24,516 $1.46M 0.02% +4,060 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 24,364 $1.46M 0.09% -4,456 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 24,076 $1.44M <0.01% +39 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,553 $1.35M 0.04% +154 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 22,130 $1.32M 0.02% -140 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 21,953 $1.31M 0.01% -5,729 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 21,160 $1.26M <0.01% -208 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 20,141 $1.19M <0.01% +2,576 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 18,020 $1.08M 0.01% +893 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 16,645 $994K 0.19% -1,063 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 16,587 $991K 0.03% -31 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 15,622 $933K 0.01% -411 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,503 $926K <0.01% +641 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 13,603 $812K 0.06% +326 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,171 $787K <0.01% +6,421 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,087 $782K 0.01% -347 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,377 $739K 0.01% -5,531 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,193 $706K 0.01% -326 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 11,600 $693K 0.49% -2,000 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 10,982 $656K <0.01% +1,552 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/ 10,473 $625K <0.01% -3,054 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 10,440 $624K 0.29% +56 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,253 $553K <0.01% -1,034 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 8,098 $484K 0.32% -136 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,501 $388K <0.01% -211 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,272 $375K <0.01% +609 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,259 $314K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,061 $302K <0.01% -109 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,710 $281K 0.01% -2,592 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,166 $249K 0.01% 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,130 $247K 0.09% +333 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,012 $239K 0.07% +116 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,946 $236K 0.01% +408 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 3,910 $234K 0.16% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 3,908 $233K 0.11% -98 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,727 $223K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,699 $221K 0.01% +50 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,609 $216K 0.01% -1,059 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,551 $212K 0.05% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 3,468 $207K 0.09% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,597 $155K 0.05% +1,246 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,229 $133K <0.01% +334 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,000 $119K <0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,416 $85K 0.02% +5 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,349 $81.2K <0.01% +831 13F-HR Timeline Group Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 1,180 $70.5K 0.03% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 708 $42.3K 0.01% +5 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 569 $34K 0.01% +5 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 530 $32K <0.01% +139 13F-HR/A Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 500 $29.9K <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 $29.7K <0.01% 0 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 375 $22K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 312 $18.7K <0.01% +65 13F-HR Timeline Group Luminist Capital LLC More: the full row for Luminist Capital LLC 132 $7.91K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 125 $7.48K <0.01% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 86 $5.16K <0.01% new 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 70 $4.18K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 67 $4K <0.01% -30 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 65 $4K <0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 64 $3.82K <0.01% new 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 48 $2.87K <0.01% -17 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3 $179 <0.01% new 13F-HR Timeline Group 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.