BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,103,591 $104M 0.01% +24,944 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,005,935 $49.7M 0.36% +74,098 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 419,725 $20.8M 0.01% -278,285 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 232,559 $11.5M 0.45% -101,140 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 228,570 $11.3M 2.35% +4,564 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 198,723 $9.82M <0.01% -36,168 13F-HR Timeline Group Verde Capital Management More: the full row for Verde Capital Management 169,463 $8.37M 2.07% +2,776 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 166,698 $8.24M <0.01% +1,412 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 123,195 $6.09M <0.01% +1,083 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 112,031 $5.54M 1.53% +13,518 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 108,485 $5.36M <0.01% -7,037 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 106,852 $5.28M 1.92% +3,595 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 99,482 $4.92M 0.01% +7,732 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 98,737 $4.88M <0.01% +6,046 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 98,650 $4.88M <0.01% +24,147 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 75,996 $3.76M 0.27% -1,175 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 75,551 $3.73M -2,547 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 73,321 $3.62M <0.01% -5,310 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 68,357 $3.38M 0.01% +7,272 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 59,076 $2.92M 0.08% -7,085 13F-HR Timeline Group Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 52,564 $2.6M 0.74% -121,481 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 50,473 $2.49M 0.43% new 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 48,739 $2.37M 2.02% -27,081 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 45,423 $2.24M 0.01% +28,845 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 44,484 $2.2M <0.01% +22,770 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 43,414 $2.17M 0.42% -190 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,674 $2.01M <0.01% +17,202 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 39,711 $1.96M <0.01% -3,409 13F-HR/A Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 39,272 $1.94M 0.04% -2,390 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 33,518 $1.66M 0.32% -30,659 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 32,939 $1.62M 0.21% +505 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 30,023 $1.5M 0.42% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 28,425 $1.4M <0.01% -11,220 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 28,289 $1.4M <0.01% -3,772 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 25,167 $1.24M <0.01% +3,075 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 22,570 $1.12M 0.54% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22,435 $1.1M <0.01% +1,224 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 21,953 $1.08M 0.27% -1,200 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,825 $782K 0.02% +140 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,012 $742K <0.01% +912 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,402 $662K 0.01% -1,243 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12,221 $604K 0.01% +798 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 11,640 $575K 0.5% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 11,114 $549K 0.13% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,565 $522K 0.04% -3,261 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,169 $503K 0.25% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,649 $477K <0.01% +1,131 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,231 $456K <0.01% -435 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,887 $440K 0.08% -21 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,711 $381K 0.01% -121 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 7,389 $365K 0.07% +11 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,360 $364K 0.04% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,185 $306K <0.01% -867 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,757 $285K <0.01% +854 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,741 $284K 0.01% 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,930 $244K 0.06% -384 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,924 $243K <0.01% -982 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 4,787 $237K <0.01% -443 13F-HR Timeline Group Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,258 $210K 0.13% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,247 $210K 0.02% -81 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,293 $163K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,186 $157K 0.04% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,542 $76.2K <0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,421 $70.2K <0.01% -147 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,413 $69.8K <0.01% -23 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,311 $64.8K 0.01% -1,735 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,220 $60.3K <0.01% 0 13F-HR/A Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,140 $59.9K 0.67% +1,116 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,140 $56K <0.01% 0 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,133 $56K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 725 $35.8K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 600 $29.7K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 456 $22.5K <0.01% -15 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 389 $19.2K <0.01% -22 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 385 $19K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 250 $12.4K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 208 $10.3K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 193 $9.54K <0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 164 $8.11K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 150 $7.3K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 144 $7.12K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 46 $2.27K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 45 $2.2K <0.01% +1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 36 $1.78K <0.01% -77 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 16 $791 <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 14 $691 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $593 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6 $318 <0.01% -1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2 $99 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.