CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,597,815 $73.7M 0.26% -24,034 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/ 664,228 $30.6M <0.01% +13,970 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 189,207 $8.72M 0.01% +13,024 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 104,259 $4.81M <0.01% +623 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 87,243 $4.04M 0.53% +1,070 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 72,112 $3.32M <0.01% -31,623 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 64,069 $2.95M 1.29% -4,464 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 58,605 $2.7M 0.01% +2,229 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 55,066 $2.54M 0.04% +32,955 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 54,346 $2.51M 0.77% +2,101 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 52,347 $2.41M 0.03% -2,945 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 40,423 $1.86M 0.3% +2,425 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 35,856 $1.65M 0.15% +745 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 34,408 $1.59M 0.8% +1,820 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 31,940 $1.47M <0.01% -11,733 13F-HR Timeline Group Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 31,710 $1.46M 1.29% -4,360 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 30,964 $1.43M 0.84% +1,549 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,080 $1.29M <0.01% -56,693 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 22,534 $1.04M <0.01% +7,658 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 20,056 $925K 0.07% -3,810 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 19,736 $910K <0.01% -2,829 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,299 $889K <0.01% +1,111 13F-HR/A Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 19,159 $883K 0.45% +557 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 19,074 $879K 0.07% -277 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 16,238 $747K 0.38% +1,162 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 15,360 $708K 0.05% +123 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,507 $530K 0.01% +263 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 11,273 $520K 0.26% +861 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 8,141 $375K 0.19% -95 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,855 $362K 0.01% +55 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,830 $361K <0.01% -4,433 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,663 $353K 0.01% +1,292 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,163 $330K 0.03% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,048 $325K 0.01% +997 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,959 $321K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,865 $316K <0.01% -934 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,604 $304K <0.01% -466 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,459 $298K 0.01% -3,711 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 5,956 $274K 0.1% -461 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 5,682 $262K 0.08% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,477 $252K <0.01% -14 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,887 $225K <0.01% +347 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,661 $215K 0.01% +494 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 4,377 $202K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,122 $144K 0.03% -152 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,982 $137K 0.17% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,255 $104K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,782 $82.2K <0.01% -138 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,740 $80.2K 0.02% +591 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,692 $78K 0.01% -97 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,537 $70.9K <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 1,307 $60K <0.01% -67 13F-HR/A Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 753 $34.7K 0.01% -103 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 624 $28.8K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 336 $15.5K 0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 315 $14.5K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 304 $14K <0.01% -69 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 269 $12.4K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 234 $11K 0.01% +31 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 180 $8.3K 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 $8.21K <0.01% 0 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 104 $4.79K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 84 $3.87K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 30 $1.38K <0.01% -2 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20 $922 <0.01% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2 $69 <0.01% +1 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.