BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,166,774 $106M 0.01% +8,171 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,302,828 $63.8M 0.35% +81,686 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 541,061 $26.5M 0.01% +111,438 13F-HR/A Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 254,176 $12.4M 0.45% +11,381 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 253,473 $12.4M 6% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 243,947 $11.9M 2.34% +5,613 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 205,417 $10.1M <0.01% +9,169 13F-HR Timeline Group Verde Capital Management More: the full row for Verde Capital Management 174,574 $8.55M 1.83% -7,917 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 171,250 $8.39M <0.01% -2,301 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 170,277 $8.34M <0.01% -1,241 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 133,533 $6.54M <0.01% +19,101 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 122,798 $6.01M <0.01% -1,110 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 105,011 $5.14M 1.35% -6,252 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 91,731 $4.49M 0.07% +19,685 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 83,439 $4.09M 0.25% -513 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 82,465 $4.04M <0.01% -24,891 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 76,487 $3.75M -17,585 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 71,940 $3.52M 0.08% +3,517 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 68,357 $3.35M 0.01% 0 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 65,719 $3.22M 0.54% +6,416 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 55,990 $2.7M <0.01% +16,326 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 49,505 $2.42M <0.01% -5,753 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 47,846 $2.34M 0.01% +1,597 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 46,858 $2.3M 0.68% -77,250 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 38,924 $1.93M 0.01% +21,730 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 38,905 $1.91M <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 39,008 $1.9M 0.09% +6,721 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 37,538 $1.84M 0.66% -1,056 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 34,955 $1.71M <0.01% -6,451 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 33,679 $1.65M 0.03% -3,054 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 30,439 $1.49M <0.01% new 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 29,807 $1.46M 0.16% -5,241 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 25,422 $1.25M <0.01% +1,198 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 23,584 $1.15M <0.01% -1,044 13F-HR/A Timeline Group Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 22,570 $1.11M 0.45% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 21,108 $1.03M 0.26% -3,183 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,992 $979K <0.01% -929 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 16,894 $827K 0.13% -2,173 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 15,193 $744K 0.21% -1,342 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,880 $680K <0.01% +952 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,517 $561K 0.02% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,133 $545K <0.01% +1,455 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,150 $497K 0.23% -20 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,907 $485K <0.01% +675 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,247 $453K 0.09% +150 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,012 $441K <0.01% +307 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,226 $403K <0.01% -9,655 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,850 $384K <0.01% -673 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,074 $346K 0.03% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,935 $340K <0.01% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,765 $331K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,234 $305K 0.01% +819 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 6,209 $304K 0.05% -1,105 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 6,110 $302K 0.22% -48,008 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 4,819 $236K 0.21% +7 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 4,819 $236K <0.01% +8 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 4,599 $225K <0.01% -916 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,597 $224K 0.02% -4,593 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4,549 $223K 0.04% -13,155 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 3,500 $171K 0.13% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,293 $161K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,817 $138K <0.01% -1,098 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,755 $85.9K 0.01% +14 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,706 $83.6K 0.01% -4,364 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,562 $76.5K <0.01% +12 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 $59.8K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,140 $55.8K <0.01% 0 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,133 $55.5K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,043 $51.1K <0.01% +83 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 444 $21.7K 0.02% +408 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 385 $18.9K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 250 $12.2K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 208 $10.2K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 193 $9.45K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 144 $7.05K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 87 $4.26K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 46 $2.25K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 33 $1.62K <0.01% 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 16 $784 <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 14 $686 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $588 <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5 $227 <0.01% -82 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1 $50 <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1 $49 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 0 $39 <0.01% -1 13F-HR Timeline 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. Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.