COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 364,982 $13.5M 0.02% +14,285 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 298,516 $11M 0.42% +5,358 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 177,285 $6.56M <0.01% -32,785 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/ 164,052 $6.07M <0.01% -53,441 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 162,866 $6.02M <0.01% -5,115 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 110,233 $4.08M 0.78% -533 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 105,941 $3.92M 0.01% +1,719 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 80,875 $2.99M 0.11% +30,416 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 67,268 $2.49M <0.01% -8,098 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 66,211 $2.45M 0.89% +3,986 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 63,768 $2.36M 0.01% +2,887 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 57,733 $2.14M 0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 46,133 $1.71M <0.01% -10,325 13F-HR/A Timeline Group INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 39,681 $1.47M 0.58% -51 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 34,073 $1.26M <0.01% +28,091 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 31,286 $1.16M 0.01% +101 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 29,477 $1.09M <0.01% -4,506 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 25,231 $934K <0.01% -11,315 13F-HR/A Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 22,605 $836K 0.15% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 21,511 $796K 0.38% -12,026 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 21,297 $788K 0.67% -656 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 21,278 $787K 0.35% -33,019 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,923 $737K <0.01% -3,975 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 18,988 $702K <0.01% -1,187 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 17,137 $634K 0.03% -17,137 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,784 $584K 0.02% new 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 15,424 $571K 0.18% +935 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 14,132 $523K 0.33% -335 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 13,493 $499K 0.24% +141 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 13,323 $493K 0.01% +1,394 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 12,834 $475K <0.01% -2,098 13F-HR Timeline Group Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 10,180 $377K 0.21% +979 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,967 $369K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 9,299 $344K <0.01% -3,611 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 8,001 $296K <0.01% -375 13F-HR Timeline Group Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 7,371 $273K 0.16% +13 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,217 $267K <0.01% -1,995 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,075 $225K 0.06% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,089 $114K <0.01% new 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 2,921 $110K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,579 $95.4K <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 1,835 $67.9K <0.01% +1,834 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,734 $64.1K <0.01% -161 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,303 $48.2K <0.01% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 565 $20.9K <0.01% +265 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 360 $13.3K <0.01% -108 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 307 $11.4K <0.01% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 272 $10.1K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 263 $9.73K <0.01% +1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 225 $8.32K <0.01% -75 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 200 $7.4K <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 CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 120 $4K <0.01% 0 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 102 $3.77K <0.01% +27 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 85 $3.14K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 78 $2.9K <0.01% -37 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 45 $1.67K <0.01% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26 $962 <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 22 $814 <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 IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9 $333 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7 $259 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 7 $259 <0.01% new 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.