BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,816,035 $91.7M 0.01% -287,556 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,083,977 $54.7M 0.35% +78,042 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 269,885 $13.6M <0.01% -149,840 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 242,214 $12.2M 2.38% +13,644 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 237,371 $12M 0.43% +4,812 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 197,027 $9.95M <0.01% -1,696 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 185,229 $9.35M <0.01% +18,531 13F-HR Timeline Group Verde Capital Management More: the full row for Verde Capital Management 182,929 $9.24M 2.05% +13,466 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 133,272 $6.73M 0.01% +88,788 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 119,732 $6.05M <0.01% +21,082 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 117,630 $5.94M <0.01% -5,565 13F-HR/A Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 113,650 $5.74M 1.84% +6,798 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 112,993 $5.71M 1.52% +962 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 105,120 $5.31M <0.01% -3,365 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 103,275 $5.21M 0.01% +3,793 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 76,086 $3.84M 0.26% +90 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 73,619 $3.72M <0.01% -1,932 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 70,223 $3.55M <0.01% -3,098 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 68,357 $3.45M 0.01% 0 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 66,114 $3.34M 0.08% +7,038 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 54,046 $2.73M 0.45% +3,573 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 42,719 $2.16M 0.01% -2,704 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 42,602 $2.15M <0.01% +1,928 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 39,036 $1.97M 0.66% -4,378 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 37,698 $1.9M 0.03% -1,574 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 36,468 $1.84M 0.22% +3,529 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 33,637 $1.7M 1.04% +21,997 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 32,940 $1.66M <0.01% -6,771 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 29,174 $1.47M <0.01% -69,563 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 25,499 $1.29M 0.32% -4,524 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 24,757 $1.25M <0.01% -3,668 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,432 $1.23M <0.01% +1,997 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 24,297 $1.23M 0.22% -9,221 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 24,131 $1.22M <0.01% -1,036 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 22,570 $1.14M 0.51% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 19,256 $972K 0.24% -2,697 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,911 $904K <0.01% +2,899 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,974 $807K <0.01% new 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,484 $731K 0.01% -1,341 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,941 $704K 0.01% +539 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,565 $522K 0.04% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,169 $513K 0.23% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,722 $491K <0.01% +73 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,354 $472K <0.01% +123 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 9,179 $463K 0.01% +4,392 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,724 $441K 0.1% -163 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,109 $409K 0.01% -4,112 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 8,105 $409K 0.08% -3,009 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 7,400 $374K 0.06% +11 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,183 $363K 0.01% -528 13F-HR/A Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,765 $342K 0.03% -595 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,393 $323K 0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,319 $314K <0.01% +134 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,204 $263K 0.01% -537 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 5,200 $262K 0.21% -43,539 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,902 $248K 0.05% -28 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,899 $247K <0.01% -25 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,899 $247K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,824 $244K <0.01% -933 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,979 $201K 0.02% -268 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,979 $201K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,293 $166K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,030 $102K 0.02% -1,156 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,891 $95.5K <0.01% +478 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,713 $86.5K 0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,408 $71.1K <0.01% -13 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,220 $61.7K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,140 $58K <0.01% 0 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,133 $57.2K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 725 $36.6K <0.01% 0 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 457 $23K <0.01% +1 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 388 $19.6K <0.01% -1 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 385 $19.4K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 250 $12.6K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210 $10.6K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 208 $10.5K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 193 $9.74K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 144 $7.27K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 100 $5.05K <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 46 $2.32K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 45 $2.28K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 36 $1.82K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 26 $1.31K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 16 $808 <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 14 $706 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $606 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7 $356 <0.01% +1 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 4 $217 <0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2 $101 <0.01% new 13F-HR Timeline 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.