IFP Advisors, Inc More: the full row for IFP Advisors, Inc 272,529 $9.59M 0.31% +18,849 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 239,870 $8.44M <0.01% -11,702 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 100,931 $3.55M <0.01% +12,958 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 92,801 $3.27M <0.01% 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 72,599 $2.56M <0.01% +14,341 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 57,485 $2.02M 0.09% -3,176 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 40,618 $1.43M 0.04% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 38,973 $1.37M 0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 34,297 $1.21M 0.01% +6,502 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/ 30,931 $1.09M <0.01% -3,181 13F-HR Timeline Group SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 28,161 $991K 0.24% -735 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 27,000 $950K 0.5% -489 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 25,460 $896K 0.53% -10,473 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 25,390 $893K <0.01% -62,567 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 21,406 $753K <0.01% -2,732 13F-HR/A Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 21,150 $744K 0.34% -662 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 20,779 $731K 0.09% -63 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 20,340 $716K <0.01% +4,974 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 19,375 $682K 0.26% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 18,466 $650K <0.01% +1,584 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 18,300 $644K 0.05% +2,370 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 15,973 $562K <0.01% +511 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,853 $523K 0.03% +1,234 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 11,778 $414K <0.01% +1,941 13F-HR Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 11,627 $409K 0.16% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,982 $386K <0.01% +204 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 9,712 $342K <0.01% +128 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 9,666 $340K 0.19% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,510 $299K 0.18% +126 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,493 $299K <0.01% +883 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,897 $278K 0.01% -6,655 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,166 $252K 0.02% -92 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 7,020 $247K 0.06% -103 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,386 $225K <0.01% new 13F-HR Timeline Group Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 6,125 $216K 0.11% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,000 $211K <0.01% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,942 $209K 0.01% -1,529 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,676 $200K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,308 $187K 0.01% -333 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,025 $177K <0.01% +421 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,266 $150K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,081 $144K 0.01% +775 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,250 $44K 0.03% 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 750 $26.4K <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/ 495 $14K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 375 $13.2K <0.01% +333 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 316 $11.1K <0.01% +2 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 284 $9.98K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 185 $6.5K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 147 $5.17K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 67 $2.36K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 47 $2K <0.01% 0 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 45 $1.58K <0.01% +13 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 31 $1.09K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 24 $850 <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1 $35 <0.01% -3 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.