Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,571,911 $64.3M 0.34% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 614,681 $25.1M 0.31% -5,658 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 552,978 $22.6M 8.78% +38,329 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 420,782 $17.2M 0.65% -13,857 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 358,458 $14.7M 0.06% -34,620 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 321,746 $13.2M 0.02% -18,127 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 254,799 $10.4M <0.01% -6,868 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 188,550 $7.71M 0.11% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 150,149 $6.14M 0.01% +5,150 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 120,580 $4.93M <0.01% +47,180 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/ 107,944 $4.41M <0.01% +21,727 13F-HR Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 65,624 $2.68M 1.45% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 62,731 $2.57M 0.03% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Nova Wealth Management, Inc. 45,207 $1.85M 1.2% +31,215 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 32,340 $1.32M 0.04% -191 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 31,037 $1.27M <0.01% +25,288 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21,013 $866K <0.01% -20,104 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 20,207 $826K 0.03% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,560 $718K 0.01% -22,208 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15,091 $617K 0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,862 $567K <0.01% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,042 $533K <0.01% +498 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 13,036 $533K 0.11% -1 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,192 $499K <0.01% -2,077 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 11,550 $472K 0.42% -2,410 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 10,367 $424K <0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,647 $394K <0.01% +3,850 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 8,695 $356K 0.17% -85,048 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,463 $346K 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,800 $319K <0.01% +205 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,576 $310K <0.01% -1,791 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,443 $304K <0.01% -934 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,183 $294K <0.01% new 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 6,848 $280K 0.18% -1,490 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,265 $256K <0.01% -381 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,731 $234K 0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,606 $229K <0.01% +975 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,330 $218K <0.01% +1,620 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,151 $170K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,842 $116K <0.01% -18 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,431 $99.4K <0.01% 0 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,038 $83.3K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,765 $72.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,387 $56.7K <0.01% 0 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,304 $53.3K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,200 $49.1K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 688 $28.1K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 445 $18.2K <0.01% -95 13F-HR Timeline Group Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 315 $12.9K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 307 $12.6K 0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $50 <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $18 <0.01% 0 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.