LPL Financial LLC More: the full row for LPL Financial LLC 2,069,155 $80.3M 0.02% +449,438 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 758,340 $29.4M +17,786 Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 505,168 $19.6M 3.92% +112,410 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 368,573 $14.3M 0.01% -1,600 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 318,688 $12.4M 0.01% +16,128 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 295,466 $11.5M +29,462 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 294,726 $11.4M 0.02% +10,918 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 283,497 $11M 0.03% +50,968 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 278,608 $10.8M 4.01% 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 256,633 $9.96M 0.05% new 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 239,089 $9.28M 0.16% +157,831 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 202,020 $7.84M 0.18% +7,263 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 130,889 $5.08M 0.14% -2,883 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 123,437 $4.79M 0.18% -12,901 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 91,925 $3.57M 0.04% +10,435 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 86,182 $3.29M <0.01% -749 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 79,268 $3.08M 0.08% +13,276 13F-HR/A Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 78,090 $3.03M <0.01% +1,341 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 74,709 $2.9M 0.08% +27,978 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 72,925 $2.83M 0.02% -2,823 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 71,935 $2.79M 1.12% -1,242 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 69,120 $2.68M 0.02% +853 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 67,232 $2.61M 2.14% +13,419 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 67,210 $2.61M 0.03% +1,567 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 66,036 $2.56M 0.01% +7,319 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 56,836 $2.21M 0.05% +15,305 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 56,298 $2.19M 0.01% +8,096 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 56,078 $2.18M <0.01% -2,642 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 55,342 $2.15M 0.29% +1,912 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 52,520 $2.04M 1.42% -5,429 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 50,365 $1.95M 0.24% +1,479 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 45,120 $1.75M 0.01% -327 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 44,483 $1.73M 0.03% +1,598 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 42,137 $1.64M 0.03% +26,915 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 40,569 $1.57M 0.01% +1,946 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 40,532 $1.57M <0.01% +5,417 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 36,625 $1.42M 0.02% +29,370 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 36,123 $1.41M 0.02% +3 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 36,089 $1.4M 0.46% +18,689 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 32,942 $1.28M 0.1% +3,882 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 30,430 $1.18M 0.01% +774 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 30,052 $1.17M 0.03% +4,258 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 29,956 $1.16M 0.12% -2,097 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,431 $1.06M <0.01% -7,436 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,885 $1M 0.01% +4,894 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25,504 $990K 0.02% +1,020 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 25,443 $987K 0.01% +1,125 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 24,480 $950K 0.01% +4,768 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 18,462 $717K 0.01% -175 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 18,095 $702K 0.05% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 17,534 $680K 0.13% 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 16,978 $659K 0.07% +5,139 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 16,508 $642K 0.1% +7,419 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 16,294 $632K 0.25% -380 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 15,257 $592K 0.13% +616 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,600 $528K <0.01% +151 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,267 $515K <0.01% -3,836 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 13,142 $510K 0.21% -4,869 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,314 $400K 0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,915 $346K 0.01% -114 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,758 $340K 0.01% +2,378 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 8,747 $340K <0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,394 $326K <0.01% -2,505 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,290 $322K 0.01% -11,303 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,980 $310K <0.01% +120 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,807 $303K 0.05% +1,432 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,678 $298K <0.01% +325 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,595 $295K 0.01% -10,229 13F-HR Timeline Group PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 7,392 $287K 0.1% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,370 $286K 0.05% +260 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,768 $224K <0.01% -195 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,731 $222K 0.02% new 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 5,646 $219K 0.04% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,429 $211K 0.01% -83 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 5,219 $203K 0.04% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 4,112 $160K 0.03% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,043 $118K 0.04% +5 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,577 $100K 0.2% -17,235 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,564 $60.9K 0.02% +660 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/ 1,238 $48K <0.01% -79,883 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,223 $47.5K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 735 $28.5K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 583 $22.6K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 500 $19.4K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 466 $18.1K 0.01% -14 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 446 $17.3K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 412 $16K 0.01% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 382 $14.8K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 364 $14.1K <0.01% +148 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 324 $12.5K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 193 $7.49K <0.01% new 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 156 $6.05K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3 $116 <0.01% new 13F-HR Timeline Group