MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 567,456 $13.2M <0.01% +91,433 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 337,806 $7.86M <0.01% -13,714 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 306,430 $7.13M 0.04% new 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 139,846 $3.25M 0.06% +53,451 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 120,618 $2.81M <0.01% +15,891 13F-HR Timeline Group ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 119,674 $2.78M 0.43% +6,400 13F-HR/A Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 112,833 $2.62M 0.05% +26,911 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 91,918 $2.14M 1.38% +1,873 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 83,217 $1.94M <0.01% +15,797 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 77,476 $1.8M 0.12% -468 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 57,531 $1.34M 0.1% -998 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 50,365 $1.17M <0.01% +1,090 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 47,555 $1.11M <0.01% +78 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 47,033 $1.09M 0.01% -38 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 44,615 $1.04M <0.01% +2,912 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 33,008 $768K 0.73% -2,401 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 31,802 $740K 0.05% -69 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,216 $726K <0.01% +958 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 27,629 $643K <0.01% -349 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 21,960 $511K 0.03% +937 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 21,008 $489K <0.01% +3,334 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 20,592 $479K <0.01% +4,676 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 17,652 $411K 0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 16,764 $390K 0.02% -413 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,551 $385K <0.01% -35 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 15,659 $364K 0.27% -10,007 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,045 $350K <0.01% -2,307 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 14,006 $326K 0.25% +4 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 13,875 $320K 0.09% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 8,536 $199K 0.06% -1,006 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 6,252 $145K 0.07% -50 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,112 $49.1K 0.02% -203 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,000 $46.5K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,591 $37K <0.01% -10 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,565 $36.4K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 799 $18.6K <0.01% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 595 $13.8K <0.01% -325 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 362 $8.42K <0.01% +109 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 250 $5.81K <0.01% -133 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 166 $3.86K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 93 $2.16K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 88 $2.05K <0.01% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $12 <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.