Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 636,417 $12.7M 4.2% +44,460 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 610,848 $12.2M <0.01% +10,022 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 558,423 $11.1M <0.01% +31,862 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 470,665 $9.36M <0.01% -16,532 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 417,436 $8.31M 0.65% +156,573 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 137,848 $2.74M 0.85% +665 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 112,965 $2.25M 1.1% +9,031 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 110,431 $2.22M 0.99% -3,349 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 105,645 $2.1M <0.01% -9,941 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 100,981 $2.01M 0.01% -6,551 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 63,927 $1.27M <0.01% +10,640 13F-HR/A Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 52,685 $1.05M 0.08% -11,925 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 51,797 $1.03M -255,930 Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 49,468 $983K 0.53% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 48,784 $971K <0.01% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 35,155 $699K 0.05% -604 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 34,558 $688K 0.01% +4,521 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,331 $643K <0.01% -504,195 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 26,560 $528K 0.02% +1,059 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,429 $486K <0.01% -20,562 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 22,338 $444K <0.01% +3,748 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 21,450 $427K <0.01% +10,712 13F-HR Timeline Group FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 21,121 $418K 0.35% -11,587 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 20,358 $405K <0.01% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 20,199 $402K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 19,506 $388K 0.09% -1,296 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,865 $375K <0.01% -34,939 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,268 $324K <0.01% +17 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,641 $311K <0.01% -460 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 15,421 $307K 0.15% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,017 $279K <0.01% +23 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 13,887 $276K 0.07% -1,580 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 12,325 $245K 0.05% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,229 $223K 0.01% +116 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 10,764 $214K <0.01% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,131 $202K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,129 $141K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,583 $71K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,395 $47.6K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,238 $44.5K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 755 $15K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 594 $11.8K <0.01% +106 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 588 $11.7K <0.01% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 342 $6.8K <0.01% +145 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 300 $5.97K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 202 $4.02K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 83 $2K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 80 $1.59K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 38 $756 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2 $35 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $20 <0.01% -195 13F-HR Timeline 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.