ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 600,826 $11.8M <0.01% +63,230 13F-HR/A Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 591,957 $11.6M 4.55% +34,631 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 586,058 $11.5M 0.12% +36,038 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 536,526 $10.5M 0.06% +164,285 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 526,561 $10.3M <0.01% -12,001 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 487,197 $9.55M <0.01% +33,129 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 307,727 $6.03M +260,613 Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 260,863 $5.11M 0.74% -131,450 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 245,533 $4.81M 0.5% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 137,183 $2.69M 0.92% +10,008 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 115,586 $2.27M <0.01% +12,287 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 113,780 $2.23M 0.98% -43,188 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 107,532 $2.11M 0.01% +10,962 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 103,934 $2.04M 1.18% -5,186 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 64,610 $1.27M 0.12% -7,498 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 53,804 $1.05M <0.01% +14,351 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 53,287 $1.04M <0.01% +16,720 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 44,991 $882K <0.01% +9,546 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 35,759 $701K 0.05% +1,233 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 37,366 $695K <0.01% 0 13F-HR/A Timeline Group FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 32,708 $641K 0.64% -7,699 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 30,037 $589K 0.01% +2,290 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 27,233 $534K 0.01% -1,087 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 25,501 $500K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 20,802 $408K 0.1% -5,586 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 20,358 $399K <0.01% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 20,199 $396K 0.01% +276 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 18,590 $364K <0.01% +6,130 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,251 $319K <0.01% +10,669 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 16,101 $316K <0.01% 0 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 15,467 $303K 0.05% -1,183 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 15,421 $302K 0.16% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,994 $274K <0.01% -3,957 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 12,325 $242K 0.06% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,113 $218K 0.01% -242 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 10,764 $211K <0.01% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 10,738 $211K <0.01% -29,390 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,129 $140K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,583 $70K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,395 $47K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,238 $43.9K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 755 $14.8K 0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 620 $12.2K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 588 $11.5K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 488 $9.52K <0.01% +374 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 300 $5.88K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 202 $3.96K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 197 $3.86K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 196 $3.84K <0.01% +195 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 83 $2K <0.01% -81 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 100 $1.96K <0.01% -1,040 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 80 $1.57K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 60 $1.18K <0.01% -73 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 38 $751 <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2 $34 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -550 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.