CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,621,849 $73.1M 0.29% +8,730 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/ 650,258 $29.3M <0.01% -5,182 13F-HR Timeline Group INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 179,521 $8.1M 3.4% -7,642 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 176,183 $7.95M 0.02% +6,030 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 103,735 $4.68M <0.01% -7,006 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 103,636 $4.67M <0.01% -2,165 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 86,173 $3.89M 0.59% +1,006 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 84,773 $3.82M 0.01% +71,433 13F-HR/A Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 68,533 $3.09M 1.45% -3,638 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 56,376 $2.54M 0.02% +1,080 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 55,292 $2.49M 0.03% +1,680 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 52,245 $2.36M 0.78% +4,413 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 43,673 $1.97M <0.01% -3,450 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 37,998 $1.71M 0.3% +5,742 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 36,070 $1.63M 1.65% +4,026 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 35,111 $1.58M 0.15% +719 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 32,588 $1.43M 0.88% +3,646 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 29,415 $1.33M 0.85% +2,432 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 23,866 $1.08M 0.1% -4,007 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 22,565 $1.02M <0.01% -1,628 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 22,111 $997K 0.03% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 19,351 $872K 0.07% +19,333 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 18,602 $839K 0.5% +680 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,188 $820K <0.01% -2,474 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,407 $695K <0.01% new 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 15,237 $687K 0.06% -212 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 15,076 $680K 0.36% +126 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,876 $671K <0.01% -1,054 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,263 $553K <0.01% -23,804 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,244 $507K 0.01% -648 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 10,412 $470K 0.27% -2,556 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,170 $460K 0.01% +9,249 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 8,236 $371K 0.21% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,799 $352K <0.01% +177 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,800 $352K 0.01% -100 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,070 $319K <0.01% -183 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,022 $317K <0.01% -18 13F-HR Timeline Group My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 6,417 $289K 0.11% -8 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,371 $287K 0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,298 $284K <0.01% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,051 $273K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,491 $248K <0.01% -115 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 5,130 $231K 0.07% -2,392 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,540 $205K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,167 $188K 0.01% +530 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,274 $148K 0.04% -316 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,920 $86.6K <0.01% -935 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,789 $80.7K 0.01% -442 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,537 $69.3K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,374 $62K <0.01% -174 13F-HR/A Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 1,149 $51.9K 0.01% +709 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 856 $38.6K 0.02% -464 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 624 $28.1K 0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 518 $23K 0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 410 $18.5K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 373 $16.8K <0.01% -67 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 315 $14.2K 0.01% +10 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 269 $12.1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 203 $9K 0.01% +52 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 180 $8.12K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 178 $8.03K <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 84 $3.79K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 74 $3.34K <0.01% new 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 43 $1.94K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 32 $1.44K <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1 $45 <0.01% -162 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $23 <0.01% 0 13F-HR Timeline Group 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.