LPL Financial LLC More: the full row for LPL Financial LLC 6,790,859 $155M 0.05% +231,510 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,567,850 $104M 0.02% +862,584 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,017,719 $69M -115,134 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,769,271 $63.3M 0.02% -300,610 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,486,389 $56.8M 0.4% +80,365 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 786,087 $18M 0.05% +93,151 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 746,968 $17.1M <0.01% +62,215 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 698,676 $16M 0.03% +6,492 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 691,621 $15.8M 0.02% +50,664 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 684,255 $15.6M 0.05% +137,843 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 641,994 $14.7M 0.02% +60,857 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 448,600 $10.3M 0.02% new 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 387,576 $8.86M 1.31% +59,083 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 386,332 $8.83M 0.02% +42,160 13F-HR/A Timeline Group Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 369,549 $8.44M 3.8% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 358,456 $8.19M 0.81% +29,963 13F-HR Timeline Group Legacy CG, LLC More: the full row for Legacy CG, LLC 323,505 $7.39M 2.2% -411,312 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 310,505 $7.09M 0.03% +57,894 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 293,875 $6.72M 0.18% -2,332 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 233,154 $5.35M 0.01% -2,131 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 233,868 $5.34M 0.28% -38,108 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 219,632 $5.02M 0.15% +1,769 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 201,047 $4.59M 3.08% +129,751 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 198,688 $4.54M 0.01% +9,544 13F-HR/A Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 187,621 $4.29M 1.69% +1,403 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 143,568 $3.28M +30,919 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 141,190 $3.23M 0.03% +7,622 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 133,339 $3.05M 0.06% +20,681 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 133,235 $3.04M 0.08% +123,114 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 129,684 $2.96M 0.02% +7,288 13F-HR Timeline Group Janney Capital Management LLC More: the full row for Janney Capital Management LLC 129,298 $2.95M 0.19% -784 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 128,694 $2.94M 0.02% -1,991 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 126,702 $2.9M 0.4% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 124,275 $2.84M 0.07% -1,333 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 114,610 $2.62M 0.12% +26,065 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 113,774 $2.6M 0.25% +2,657 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 117,263 $2.56M 0.88% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 111,796 $2.55M 0.07% +9,660 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 104,531 $2.39M 0.2% +10,349 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 103,024 $2.35M 0.06% +27,943 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 98,980 $2.26M 0.04% +8,092 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 98,843 $2.26M 1.71% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 98,843 $2.26M 1.71% +6,422 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 94,565 $2.16M <0.01% +9,983 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 94,321 $2.16M <0.01% -161,000 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 93,363 $2.13M 0.04% +13,907 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 88,795 $2.03M 0.01% +16,543 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 88,484 $2.02M 0.93% +4,070 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 88,302 $2.02M <0.01% +1,815 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 78,222 $1.79M 0.12% +10,253 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 74,652 $1.71M 0.87% -61,861 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 71,644 $1.64M 0.03% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 68,849 $1.57M <0.01% -15,564 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 67,364 $1.54M 0.05% -5,254 13F-HR Timeline Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 67,000 $1.53M 0.71% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 65,658 $1.5M 0.02% -14,140 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 61,940 $1.42M 0.17% +2,152 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 61,563 $1.41M 0.01% -3,321 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 60,697 $1.39M 0.03% -111,184 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 58,004 $1.33M 0.42% +1,400 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 54,545 $1.25M 0.36% -362,614 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 53,820 $1.23M 0.87% -900 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 51,443 $1.18M 0.24% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 51,309 $1.17M 0.03% -29,361 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 50,749 $1.16M 0.39% -500 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 50,685 $1.16M 0.53% +3,804 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 49,180 $1.12M 0.09% +3,430 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 48,831 $1.12M 1.82% +1,703 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 48,411 $1.11M <0.01% -54,731 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 45,886 $1.05M 0.01% +834 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 43,477 $993K 0.07% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 42,281 $966K 0.01% +1,652 13F-HR Timeline Group Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 41,800 $955K 0.54% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 37,723 $862K 0.01% +4,500 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 37,497 $857K 0.07% +325 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 36,915 $844K 0.06% +3,011 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 36,139 $826K 0.09% -4,053 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 35,773 $817K 0.21% -2,636 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 34,891 $797K 0.01% +1,231 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 34,468 $788K 0.05% +11,043 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 34,301 $784K 0.4% +8,622 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 31,258 $714K 0.55% +786 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 28,653 $655K 0.35% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 28,653 $655K 0.35% +7,311 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 28,083 $642K <0.01% +13,451 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 27,808 $635K <0.01% new 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 27,097 $619K 0.22% +347 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,950 $593K <0.01% +2,279 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 25,556 $584K 0.01% +9,821 13F-HR Timeline Group Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 24,802 $567K 0.33% +2,883 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24,610 $562K 0.02% -761 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 24,515 $560K 0.04% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 24,187 $553K <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,442 $536K 0.01% +8,011 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 23,092 $528K 0.03% 0 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 22,682 $518K <0.01% -57 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 22,575 $516K 0.19% -1,686 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,198 $484K <0.01% -275 13F-HR/A Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 20,543 $469K 0.02% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 20,480 $468K 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 20,047 $458K <0.01% +2,956 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 19,863 $454K 0.17% +1,000 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 19,850 $454K 0.08% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 19,716 $451K 0.07% +170 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 19,333 $442K 0.01% -21,922 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 19,180 $438K 0.2% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,980 $434K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 18,629 $426K <0.01% -586 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,110 $391K 0.01% -13,850 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 16,497 $377K 0.02% -5,140 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 16,419 $375K <0.01% -163 13F-HR Timeline Group Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 16,326 $373K 0.06% +371 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 15,566 $360K 0.08% -4 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,629 $357K 0.01% -3,311 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 15,483 $354K 0.14% +5,105 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 15,129 $346K 0.1% +1,199 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 15,012 $343K 0.08% -2,751 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 14,924 $341K 0.03% -100 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 14,723 $336K 0.01% +87 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 14,666 $335K 0.07% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,004 $320K 0.02% +8,322 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 13,441 $306K 0.04% +151 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 13,022 $298K 0.01% +905 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,914 $295K <0.01% +250 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 12,870 $294K 0.12% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 12,347 $282K 0.09% 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 12,138 $277K 0.16% +388 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,719 $268K 0.01% -1,525 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 11,216 $256K 0.03% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 11,180 $255K 0.19% +27 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,957 $250K <0.01% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,879 $249K <0.01% -1,039 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 10,552 $241K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,353 $237K 0.02% +1,000 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,327 $236K 0.01% +8 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,304 $235K <0.01% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,262 $234K 0.04% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,281 $212K 0.01% new 13F-HR Timeline Group Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 9,178 $210K 0.07% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,050 $207K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 8,337 $191K 0.02% +675 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,549 $104K <0.01% -534 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,435 $101K <0.01% +1,026 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 4,259 $97.3K 0.08% +606 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,508 $80.2K 0.01% +1,608 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,500 $80K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,279 $74.9K <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,900 $66.3K 0.01% +200 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,071 $47.3K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,000 $45.5K 0.01% -6,000 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,922 $43.9K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,669 $38K <0.01% +33 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,560 $35.6K <0.01% -159 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,350 $30.8K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,263 $28.9K <0.01% -29,323 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,202 $27.5K <0.01% -43 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 913 $20.9K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 813 $18.6K <0.01% -50 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 563 $12.9K 0.01% +13 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 398 $9.09K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 361 $8.25K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 350 $7.97K <0.01% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 113 $2.57K <0.01% +3 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 78 $1.78K <0.01% -60 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 14 $320 <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 11 $252 <0.01% new 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/ 1 $23 <0.01% 0 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.