MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,342,814 $44.5M <0.01% +930,597 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,121,652 $37.2M 2.08% -74,501 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 1,020,791 $25.5M 4.58% 0 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 629,038 $21.2M 3.5% +18,703 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 422,596 $14M new Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 383,945 $12.7M <0.01% +64,519 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 359,977 $11.9M 0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 359,352 $11.9M 0.03% +30,259 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 308,933 $10.2M <0.01% +87,102 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 260,085 $8.63M 1.57% +68,878 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 234,069 $7.76M 0.05% +112,473 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 228,933 $7.59M 0.41% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 210,333 $6.98M 0.04% new 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 205,113 $6.8M <0.01% +36,429 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 176,506 $5.85M 0.63% -1,182 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 169,356 $5.62M 2.61% +19,770 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 166,856 $5.53M 3.31% +7,983 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 149,759 $4.97M 0.06% +53,825 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 138,212 $4.58M 1.37% +78,616 13F-HR/A Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 129,213 $4.55M 0.75% +354 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 70,488 $2.34M <0.01% -6,566 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 62,165 $2.06M 0.22% +43,170 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 61,373 $2.04M 1.39% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 55,892 $1.85M <0.01% +36,926 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 49,739 $1.84M 0.07% new 13F-HR/A Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 47,287 $1.57M 0.25% +10,195 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 44,336 $1.49M 0.01% -1,429 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 44,641 $1.48M <0.01% +43,051 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 43,000 $1.43M 0.01% +4,800 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 42,715 $1.42M <0.01% +2,574 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 42,185 $1.4M 2.06% -127 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 41,687 $1.38M 0.15% +29,930 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 39,623 $1.31M 1.21% -1,352 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 36,131 $1.2M <0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,394 $1.14M <0.01% +19,329 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 34,000 $1.13M 0.61% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 28,867 $958K 0.03% +2,958 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,359 $874K <0.01% +415 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 26,354 $874K <0.01% +3,604 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 26,224 $825K 0.01% new 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 23,647 $784K 0.03% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 23,563 $779K 0.01% new 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 22,153 $735K 0.35% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22,808 $732K <0.01% -2,260 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,809 $723K <0.01% new 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 20,883 $692K 0.04% +11,544 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 20,555 $682K new Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 20,202 $670K 0.33% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,821 $525K <0.01% new 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 11,417 $378K <0.01% +9,714 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,205 $372K 0.02% new 13F-HR Timeline Group Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 10,633 $353K 0.08% 0 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 10,212 $339K 0.19% +18 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,639 $320K 0.01% -2,561 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 8,945 $297K 0.05% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 8,411 $279K 0.11% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,340 $277K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,283 $275K <0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,206 $239K <0.01% new 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/ 7,000 $232K <0.01% 0 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,216 $219K 0.05% +18 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,648 $187K <0.01% +1,855 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 5,250 $174K 0.03% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,775 $158K <0.01% new 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 3,968 $132K 0.08% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,370 $45.4K <0.01% +266 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 703 $23.3K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 198 $6.57K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 180 $5.97K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 105 $3.52K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 85 $2.83K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 46 $1.53K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $11 <0.01% 0 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.