COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 350,697 $13M 0.02% +19,158 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 293,158 $10.8M 0.49% +60,514 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/ 217,493 $8.04M <0.01% +46,654 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210,070 $7.77M 0.01% -23,861 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 167,981 $6.21M <0.01% -18,354 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 110,766 $4.1M 0.83% -68,196 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 104,222 $3.85M 0.01% +6,473 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 75,366 $2.79M <0.01% -11,762 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 62,225 $2.3M 0.9% +2,568 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 60,881 $2.25M 0.01% -221 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 56,458 $2.09M <0.01% -1,793 13F-HR/A Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 54,297 $2.01M 1.14% -7,706 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 50,459 $1.86M 0.08% +3,293 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 39,732 $1.47M 0.62% +2,042 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 36,546 $1.35M <0.01% +20,914 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 34,274 $1.27M 0.02% +17,137 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 33,983 $1.26M <0.01% -3,796 13F-HR/A Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 33,537 $1.24M 0.67% +721 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 31,185 $1.15M 0.01% +1,284 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 23,898 $884K 0.01% -2,552 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 22,605 $836K 0.16% +92 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 21,953 $812K 0.72% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 20,175 $746K <0.01% -3,327 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 14,932 $552K <0.01% -34,464 13F-HR Timeline Group BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 14,489 $536K 0.2% +423 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 14,467 $535K 0.41% +1,815 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 13,832 $511K 0.36% +891 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 13,352 $494K 0.28% -1,139 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 12,910 $477K <0.01% -8,840 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 11,929 $441K 0.01% -169 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 9,201 $340K 0.18% +1,177 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,212 $327K <0.01% -3,837 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 8,376 $310K <0.01% -16,387 13F-HR Timeline Group Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 7,358 $272K 0.18% +89 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,804 $252K <0.01% new 13F-HR Timeline Group JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,287 $232K 0.14% -2,415 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,982 $221K <0.01% -6,415 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 2,921 $108K 0.03% +31 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,579 $95.3K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,895 $70.1K <0.01% -109 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,703 $62.9K 0.02% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,301 $48.1K <0.01% +16 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 468 $17.3K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 300 $11.1K <0.01% +225 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 300 $11.1K <0.01% new 13F-HR/A Timeline Copia Wealth Management More: the full row for Copia Wealth Management 272 $10.1K 0.01% -1,230 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 262 $9.69K <0.01% -1,026 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 200 $7.39K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 175 $6.47K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 119 $4.4K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 117 $4.33K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 115 $4.26K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 120 $4K <0.01% +2 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 75 $2.77K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 43 $1.59K <0.01% -179 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 22 $813 <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 11 $407 <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 9 $333 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7 $259 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $25 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -120 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.