MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 564,726 $59.1M <0.01% +7,064 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 187,372 $19.6M 0.02% +5,271 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 175,930 $18.4M 0.01% -22,943 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/ 169,999 $17.8M <0.01% +2,427 13F-HR Timeline Group Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 143,018 $15M 14.26% +127,559 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 103,039 $10.8M 5.55% +56,381 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 101,441 $10.6M 0.02% +13,846 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 80,385 $8.42M 0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 65,840 $6.89M 0.1% +3,557 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 63,813 $6.67M 0.01% +5,726 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 63,559 $6.65M 0.01% -65,150 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 60,853 $6.37M 0.01% +6,681 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 56,639 $5.41M 2.3% +4,410 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 50,128 $5.25M +1,243 Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 42,218 $4.42M 0.15% +4,279 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 41,806 $4.38M 0.27% +13,330 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 41,000 $4.29M <0.01% -13,604 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 37,688 $3.94M <0.01% -7,401 13F-HR/A Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 37,500 $3.75M 0.72% +701 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 35,415 $3.71M 0.02% +1,440 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 33,984 $3.56M <0.01% -4,971 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 32,447 $3.42M <0.01% -43,607 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 30,993 $3.25M <0.01% +2,653 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 29,746 $3.11M 0.01% -926 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 26,804 $2.81M 0.09% +1,832 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,495 $2.25M 0.01% +450 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,976 $2.09M 0.07% +785 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 19,553 $2.05M <0.01% -2,062 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,926 $1.91M <0.01% +1,628 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 17,400 $1.82M 0.08% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,406 $1.72M 0.04% +1,289 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 15,903 $1.67M <0.01% +5,903 13F-HR/A Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 14,951 $1.45M 0.64% -36 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 12,740 $1.33M 0.87% 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 11,284 $1.18M 0.01% +4,543 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,114 $954K <0.01% -7,321 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,451 $885K 0.04% +2,364 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,428 $882K 0.01% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,230 $862K 0.06% -11,719 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 8,144 $853K 0.64% -384 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,017 $839K 0.02% +314 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,396 $774K <0.01% new 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,415 $672K 0.02% +1,185 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,375 $668K 0.09% -3,206 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% 0 13F-HR/A Timeline Group TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,840 $507K 0.28% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,644 $486K 0.47% -8 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,533 $475K 0.03% +197 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,522 $473K <0.01% -2,134 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,418 $463K <0.01% -3,280 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,330 $453K <0.01% +638 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,711 $389K <0.01% +349 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,147 $329K <0.01% -482 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 3,000 $314K 0.05% -203 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,951 $309K 0.05% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,785 $292K 0.01% +290 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,638 $276K 0.02% +374 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,555 $267K 0.01% +117 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,445 $256K 0.01% +35 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,300 $241K 0.03% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,281 $239K 0.01% -9,500 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,246 $235K <0.01% -365 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,181 $228K 0.03% +4 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,983 $208K 0.07% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,094 $114K 0.04% +1,073 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,000 $105K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 843 $88.3K <0.01% -13,516 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 749 $78.4K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 740 $77.5K <0.01% +147 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 670 $75.5K 0.02% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 688 $72K 0.01% +1 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 548 $57.4K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 536 $56.1K <0.01% +213 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 414 $43.3K <0.01% +414 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 380 $39.8K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 269 $28.2K <0.01% +37 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 240 $25.1K <0.01% 0 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 225 $23.6K 0.01% -207 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 146 $15.3K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 107 $11K <0.01% 0 13F-HR Timeline Group 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 Key Financial Inc More: the full row for Key Financial Inc 73 $7.64K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 24 $2.51K <0.01% 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 15 $1.52K <0.01% -32,173 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -53 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.