Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 13,894,306 $363M +1,190,428 Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 994,589 $26M 0.22% new 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 308,400 $8.05M 0.14% +114,400 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 234,115 $6.11M <0.01% +225,345 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 178,219 $4.65M 0.96% +2,283 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 177,019 $4.62M 0.01% +138,961 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 69,593 $1.82M 0.07% -2,845 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 61,609 $1.61M <0.01% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 41,859 $1.09M 0.19% +11,410 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 38,380 $1M 0.42% -6,057 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 34,891 $911K 0.24% +22,999 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 28,301 $739K 0.03% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 27,300 $713K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20,638 $539K 0.01% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 20,355 $531K 0.14% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 20,237 $528K 0.04% +672 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 17,200 $449K 0.38% -400 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 16,660 $435K 0.15% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 13,636 $356K 0.1% +3,455 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 11,215 $293K 0.14% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 10,324 $270K 0.13% +126 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,152 $265K <0.01% +1,926 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/ 10,015 $261K <0.01% +4,267 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,611 $251K <0.01% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,584 $250K <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,300 $243K <0.01% -52,592 13F-HR/A Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 8,700 $227K 0.07% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 8,329 $217K 0.03% -130 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 6,868 $179K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,587 $172K <0.01% -1,743 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,972 $130K <0.01% -512 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,165 $108K 0.05% -1,458 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,503 $91.5K 0.04% +109 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,090 $80.7K 0.01% +1,216 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,075 $80.3K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,209 $58K <0.01% +47 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,925 $50.3K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,114 $29.1K <0.01% +1,106 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,017 $26.6K <0.01% -690 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,012 $26.4K 0.02% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 938 $24.5K <0.01% +378 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 890 $23.2K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 770 $20.1K <0.01% new 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 521 $13.6K <0.01% +75 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 445 $11.6K <0.01% -1,184 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 324 $8.46K <0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 324 $8.45K <0.01% +4 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 293 $7.65K <0.01% +143 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 277 $7.23K <0.01% +235 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 266 $6.95K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 211 $5.51K <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/ 157 $4.1K <0.01% +145 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 142 $3.71K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 104 $2.72K <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 96 $2.51K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 82 $2.14K <0.01% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 76 $1.98K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 73 $1.91K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 52 $1.35K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 32 $836 <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 19 $501 <0.01% -217 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17 $447 <0.01% -271 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16 $418 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 14 $366 <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6 $156 <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2 $53 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $26 <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 26 $0 0% new 13F-HR/A Timeline Group Value filed as zero, left out of ratios. 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.