LPL Financial LLC More: the full row for LPL Financial LLC 52,654 $1.64M <0.01% -2,886 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 49,603 $1.54M 0.74% -4,525 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 43,681 $1.36M 0.03% +29,955 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 32,309 $1M <0.01% +6,606 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 20,000 $622K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,356 $571K <0.01% +6,823 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 18,176 $565K <0.01% -6,356 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 17,595 $547K 0.01% -15,653 13F-HR Timeline Group Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 17,595 $547K 0.51% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 17,532 $545K <0.01% -2,412 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/ 14,908 $463K <0.01% +517 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,665 $394K <0.01% +1,927 13F-HR/A Timeline Group Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 11,535 $359K 0.26% +2,147 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,688 $332K 0.02% +3,059 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,149 $284K <0.01% -18,957 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,907 $277K <0.01% +39 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,435 $262K 0.01% -287 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,726 $240K 0.03% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,560 $235K 0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,321 $103K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,261 $101K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,170 $67.7K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,117 $65.8K <0.01% -32,395 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,100 $65.3K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,529 $47.5K <0.01% +86 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,329 $41.3K <0.01% +2 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 900 $28K <0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 708 $22K <0.01% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 464 $14.4K <0.01% -9,580 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 281 $8.74K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 245 $7.6K <0.01% +2 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210 $6.53K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 166 $5.16K <0.01% 0 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 59 $1.83K <0.01% -1 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 52 $1.62K <0.01% -24 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 36 $1.12K <0.01% -54 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 16 $491 <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 0 $12 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios.