MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 557,662 $62.9M <0.01% +23,088 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 198,873 $22.4M 0.01% +6,836 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 182,101 $20.5M 0.02% +4,255 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/ 167,572 $18.9M <0.01% +48,871 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 128,709 $14.5M 0.03% +11,978 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 87,595 $9.88M 0.02% +5,961 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 76,054 $8.58M <0.01% +22,410 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 62,283 $7.02M 0.13% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 58,087 $6.55M 0.01% +26,492 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 54,604 $6.16M <0.01% 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 54,172 $6.11M 0.01% new 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 52,229 $5.9M 2.57% +4,189 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 48,885 $5.51M +2,977 Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 46,658 $5.26M 2.84% +24,737 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 45,089 $5.08M <0.01% -382 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 38,955 $4.39M <0.01% +7,050 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 37,939 $4.28M 0.14% new 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 36,799 $4.15M 1.09% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 33,975 $3.83M 0.02% +6,501 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 32,188 $3.77M 2.22% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 30,672 $3.46M 0.01% -941 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 29,242 $3.3M 0.04% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 28,476 $3.21M 0.2% +9,095 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 28,340 $3.2M <0.01% -8,739 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 27,635 $3.12M 0.9% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 24,972 $2.82M 0.11% +16,559 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 21,615 $2.44M <0.01% +3,879 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,045 $2.37M 0.01% +3,779 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 19,949 $2.25M 0.15% +1,038 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,191 $2.16M 0.07% +5,459 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,435 $1.85M <0.01% +9,713 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,298 $1.84M <0.01% -1,650 13F-HR Timeline Group Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 15,459 $1.74M 0.97% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,117 $1.7M 0.05% -247 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 14,987 $1.7M 0.72% -23 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,359 $1.62M 0.05% +869 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,781 $1.33M 0.05% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,450 $1.18M 0.02% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 10,397 $1.17M 0.61% +13 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,000 $1.13M <0.01% -6,703 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 9,581 $1.08M 0.15% +812 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 9,064 $1.02M 0.06% -1,589 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 8,528 $976K 0.88% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,428 $950K 0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,703 $869K 0.02% +3,899 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,698 $868K <0.01% -9,798 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,741 $760K <0.01% +1,380 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,656 $750K <0.01% new 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,087 $686K 0.07% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,230 $590K 0.02% 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,964 $560K 0.06% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,510 $555K <0.01% +6 13F-HR Timeline Group TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,840 $546K 0.29% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,652 $525K 0.52% +1,388 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,336 $489K 0.03% +1,972 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,692 $416K <0.01% +1,679 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,629 $409K <0.01% -1,653 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,362 $379K <0.01% +3,052 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,203 $361K 0.05% +30 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3,014 $340K 0.05% -11 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,611 $294K <0.01% -710 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,495 $281K 0.01% -9 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,438 $275K 0.01% +15 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,410 $272K 0.01% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,300 $259K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,264 $255K 0.02% +962 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,247 $253K 0.04% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,195 $247K <0.01% -63 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,177 $245K 0.03% +2 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,983 $224K 0.08% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,857 $220K 0.09% 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,780 $201K 0.05% +4 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,000 $105K 0.05% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 749 $84.5K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 687 $77.4K 0.01% +1 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 670 $75.5K 0.02% +103 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 596 $67.2K <0.01% +388 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 593 $66.8K <0.01% +38 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 548 $61.8K 0.02% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 432 $48.6K 0.01% -45 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 380 $42.9K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 323 $36.4K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 240 $27.1K <0.01% +17 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 232 $26.2K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 146 $16.5K <0.01% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 135 $15K 0.01% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 131 $14.8K 0.01% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 107 $12K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 73 $8.23K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 72 $8.12K <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 53 $6.25K <0.01% +53 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 21 $2.27K <0.01% +1 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 11 $1.24K <0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 6 $677 <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5 $564 <0.01% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $18 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios.