Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 257,783 $13.4M 0.1% +27,743 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 261,207 $13.2M <0.01% -10,564 13F-HR/A Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 166,125 $8.66M 0.06% new 13F-HR/A Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 156,366 $8.15M 0.88% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 149,243 $7.78M 1.28% -1,588 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 82,315 $4.28M 0.66% +277 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 52,781 $2.75M <0.01% +29,220 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/ 50,978 $2.66M <0.01% -897 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 46,551 $2.43M <0.01% +20,560 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 42,969 $2.24M 0.89% +1,674 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 41,995 $2.19M 0.07% -3,931 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 38,542 $2.01M 0.46% 0 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 37,691 $1.96M 1.03% -2,133 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 33,300 $1.74M 0.02% -290 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 32,138 $1.68M <0.01% +70 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 31,457 $1.64M 0.51% -1,926 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,922 $1.51M <0.01% -18,394 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 26,502 $1.38M <0.01% +2,860 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 25,376 $1.34M 0.77% -28 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 22,242 $1.16M 0.13% -71 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 17,645 $920K 0.07% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,731 $872K <0.01% 0 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,795 $823K <0.01% -152 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 15,517 $809K <0.01% -5,466 13F-HR/A Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,010 $791K 0.01% -2,014 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,084 $630K <0.01% +6,376 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,940 $518K <0.01% +537 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 9,505 $495K 0.06% +620 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 9,192 $479K 0.47% +411 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,500 $443K 0.06% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,337 $382K 0.03% +2,914 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 6,597 $344K 0.29% -2 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,415 $334K 0.03% +716 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,872 $310K 0.02% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,382 $281K 0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,591 $239K 0.01% -23 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 4,580 $239K 0.04% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,326 $225K <0.01% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,255 $222K 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,109 $214K <0.01% new 13F-HR Timeline Cohalo Advisory LLC More: the full row for Cohalo Advisory LLC 4,064 $212K 14.99% -158 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,460 $180K <0.01% -555 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,350 $175K <0.01% -7,361 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,561 $133K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,340 $124K <0.01% +831 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,371 $71.5K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,306 $68.1K <0.01% new 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 1,258 $64.4K 0.05% +96 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,138 $59.3K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 929 $48.4K <0.01% +32 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 906 $47.2K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 830 $43.3K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 724 $37.7K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 600 $31.3K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 493 $26K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 454 $23.9K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 379 $19.8K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 345 $18K <0.01% +153 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 263 $13.7K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 189 $9.84K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 106 $5.53K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 95 $4.95K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 92 $4.79K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 84 $4.38K <0.01% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 78 $4.06K <0.01% -402 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 50 $2.61K <0.01% 0 13F-HR/A Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 3 $156 <0.01% 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.