BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 195,640 $7.28M <0.01% +31,588 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 174,928 $6.51M <0.01% +12,062 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 132,798 $4.94M <0.01% -44,487 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 128,320 $4.78M 0.01% -236,662 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 113,860 $4.24M 0.76% +3,627 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 113,308 $4.22M <0.01% +7,367 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 76,974 $2.86M <0.01% +9,706 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 68,366 $2.54M 0.86% +2,155 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 67,090 $2.5M 0.01% +3,322 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 61,358 $2.28M 0.01% +3,625 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 41,941 $1.56M 0.57% +2,260 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 41,360 $1.54M <0.01% -4,773 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 40,221 $1.5M 0.02% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 37,375 $1.39M <0.01% +3,302 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 34,636 $1.29M 0.01% +3,350 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 29,995 $1.12M <0.01% +4,764 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 18,521 $1.07M 0.17% new 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 27,814 $1.04M 0.27% +12,390 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 23,389 $870K 0.38% +2,111 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 23,173 $862K 0.36% +1,662 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 22,605 $841K 0.14% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,503 $837K <0.01% +12,536 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 22,193 $826K 0.6% +896 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,507 $763K <0.01% +584 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 18,116 $674K <0.01% +5,282 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 17,137 $638K 0.03% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,758 $624K 0.01% +974 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 16,000 $595K 0.34% +1,868 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,759 $549K 0.02% -283,757 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 13,261 $493K 0.23% -232 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 11,885 $442K <0.01% +3,884 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,959 $408K 0.02% -69,916 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 10,084 $375K 0.19% -96 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,036 $336K <0.01% -20,441 13F-HR Timeline Group Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 7,450 $277K 0.14% +79 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 6,978 $260K 0.2% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,075 $226K 0.05% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,675 $211K <0.01% -1,542 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,483 $130K <0.01% +394 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,359 $125K <0.01% +1,524 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 2,941 $109K 0.02% +20 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,579 $96K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,734 $64.5K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,317 $49K <0.01% +14 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,308 $48.6K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,292 $48.1K <0.01% +1,247 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 924 $34.4K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 567 $21.1K <0.01% +2 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 386 $14.4K <0.01% +26 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 333 $12.4K <0.01% +26 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 $9.8K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 225 $8.37K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 195 $7.25K <0.01% +76 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 117 $4.34K <0.01% +39 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 102 $3.8K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 95 $3.54K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 46 $1.71K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 29 $1.08K <0.01% +3 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 27 $1.02K <0.01% -75 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 11 $409 <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10 $372 <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7 $260 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 7 $260 <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3 $0 0% -117 13F-HR Timeline Group Value filed as zero, left out of ratios.