MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,108,158 $44M <0.01% -22,432 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 476,311 $18.9M 0.01% +25,954 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 407,816 $16.2M 4.11% +156,826 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 319,248 $12.7M 0.12% -142,993 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 282,078 $11.2M 2.57% +2,416 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 272,900 $10.8M 0.72% +11,212 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 269,132 $10.7M 0.01% +6,399 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 126,704 $5.03M 0.34% -2,499 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 67,706 $2.69M <0.01% +27,562 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 66,925 $2.66M <0.01% +7,332 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 50,399 $2M 0.02% +2,819 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 48,034 $1.91M 0.09% +22,112 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 40,394 $1.6M <0.01% +4,260 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 39,689 $1.52M 0.11% -25 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 37,898 $1.5M <0.01% -25,075 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 37,210 $1.48M 0.16% +3,294 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 35,208 $1.4M 0.1% +388 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 31,486 $1.25M 0.22% +645 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 30,901 $1.23M <0.01% +9,452 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 29,664 $1.18M 0.6% +2,904 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 24,100 $956K <0.01% +380 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 23,120 $918K 0.14% +508 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 21,426 $864K 0.11% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,311 $806K <0.01% new 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 18,593 $738K 0.2% +858 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 18,578 $737K new Timeline Advisor Resource Council More: the full row for Advisor Resource Council 18,516 $735K 0.29% +3,040 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,104 $718K 0.01% +3,175 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 18,175 $715K <0.01% +478 13F-HR/A Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 17,707 $703K 0.17% +335 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 17,099 $679K 0.3% -366 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 16,534 $656K <0.01% +355 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 16,345 $649K 0.34% +859 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 16,035 $636K 0.06% -238 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 15,150 $601K 0.03% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 13,844 $571K 0.02% +263 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,361 $570K 0.01% -45,559 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 14,225 $565K 0.1% +56 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,580 $478K 0.05% -696 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 10,503 $422K 0.1% -4,075 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,264 $407K <0.01% -1,072 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 9,720 $386K 0.08% -1,612 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 9,663 $384K 0.19% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,570 $380K 0.01% +1,789 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,481 $376K 0.12% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 9,048 $369K 0.07% -505 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,183 $364K <0.01% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 9,051 $359K 0.15% -159 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 8,252 $327K 0.03% -3,662 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 7,621 $302K 0.12% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,380 $293K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,306 $290K <0.01% +594 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 7,282 $289K 0.01% -154 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,251 $288K <0.01% -302 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 7,220 $287K 0.02% -5,761 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,158 $244K <0.01% +628 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,594 $222K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,547 $220K <0.01% new 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,167 $205K 0.01% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 4,078 $162K 0.07% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,198 $127K <0.01% +75 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,518 $99.9K 0.01% +86 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,432 $96.5K 0.01% -1,047 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,191 $86.9K <0.01% -1,170 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,491 $59.2K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,316 $52.2K 0.02% -1,626 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,250 $49.6K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 782 $31K <0.01% new 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 755 $30K <0.01% -45 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 404 $16K 0.01% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 265 $10.5K <0.01% -676 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 229 $9.09K <0.01% +9 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 229 $9K <0.01% new 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 172 $6.83K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 157 $6.23K <0.01% +57 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 106 $4.15K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 103 $4.09K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 64 $2.52K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 37 $1.48K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 25 $992 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 12 $476 <0.01% 0 13F-HR Timeline