AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,171,693 $62.7M 0.34% +935,720 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,324,567 $38.2M 0.01% +722,600 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,104,171 $31.9M 0.03% +854,171 13F-HR Timeline Group ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1,081,450 $31.2M 1.09% -183,950 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 729,311 $21M 0.04% +553,966 13F-HR Timeline Group CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 572,811 $16.5M 8.95% +2,500 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 517,243 $14.9M 0.16% new 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 463,091 $13.4M 9% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 431,569 $12.5M 1.99% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 350,146 $10.1M 0.05% +132,563 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 328,296 $9.47M +314,332 Timeline Family Manage LLC More: the full row for Family Manage LLC 316,581 $9.13M 1.1% +15,489 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 306,806 $8.85M 0.39% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 260,412 $7.76M 1.66% -28,446 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 262,766 $7.58M 0.01% +16,195 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 222,888 $6.43M 0.13% -16,947 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 221,239 $6.38M 1.91% +4,755 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 210,449 $6.07M 3.59% +24,041 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 200,116 $5.77M 0.02% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 172,385 $5.16M 0.85% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 170,274 $4.91M 0.05% +6,780 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 155,483 $4.49M 0.02% +52,591 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 150,971 $4.36M 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 147,834 $4.27M 0.11% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 142,026 $4.1M 0.01% +78,110 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 139,173 $4.02M <0.01% +121,817 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 136,474 $3.94M 0.07% +67,397 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 119,800 $3.46M 1.8% +2,395 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 108,398 $3.13M 0.92% +11,540 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 100,618 $2.9M 0.96% +25,562 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 98,314 $2.84M <0.01% -9,185 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 94,495 $2.73M 0.03% -169,835 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 93,356 $2.72M 0.01% +25,214 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 93,900 $2.71M 0.12% -11,834 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 93,411 $2.69M 0.04% +82,527 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 86,046 $2.48M +12,203 Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 80,943 $2.34M 0.92% +14,779 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 73,923 $2.13M 0.01% +33,175 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 68,047 $1.96M <0.01% +26,758 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 66,364 $1.92M 0.06% +2,875 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 65,051 $1.88M 0.02% +48,293 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 58,615 $1.69M <0.01% +6,286 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 57,959 $1.67M 0.03% +37,859 13F-HR Timeline Group Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 55,492 $1.66M 1.85% new 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 55,967 $1.66M 1.02% +5,028 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 57,617 $1.66M 0.03% +41,694 13F-HR Timeline Group Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 56,502 $1.63M 0.63% +46,296 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 55,000 $1.59M 0.2% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 51,805 $1.49M 0.17% +500 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 51,450 $1.48M 0.33% +7,768 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 49,743 $1.44M 1.5% +510 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 45,531 $1.31M <0.01% new 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 40,915 $1.18M 0.28% +11,215 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 38,648 $1.11M 0.14% +11,440 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 36,153 $1.08M 0.06% +13,904 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 37,027 $1.07M 0.86% -50,657 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,007 $1.07M <0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 33,176 $957K 0.03% +14,715 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 40,149 $932K 0.51% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 31,437 $907K 0.03% +4,635 13F-HR/A Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 29,542 $852K 0.15% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 29,304 $829K 0.05% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 28,664 $827K 0.05% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 28,339 $818K 0.5% -14 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 28,118 $811K 0.07% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 28,095 $811K <0.01% +17,840 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 26,721 $771K 0.06% +16,945 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 24,901 $718K 0.01% +1,900 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 23,745 $685K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 21,978 $634K 0.01% -4,814 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,966 $634K 0.01% new 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 21,148 $610K <0.01% +7,819 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,076 $608K <0.01% -8,430 13F-HR/A Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 20,732 $598K 0.54% +4,038 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 18,802 $542K 0.06% new 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 17,655 $509K 0.33% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 16,018 $462K 0.05% +5,156 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 16,005 $462K 0.1% -9,372 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 15,774 $455K 0.45% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 15,049 $434K 0.14% +7,118 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 14,460 $417K 0.25% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 14,010 $404K 0.14% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,692 $395K 0.01% new 13F-HR Timeline Group RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 13,436 $388K 0.22% -32,509 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,116 $350K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,000 $288K <0.01% +9,900 13F-HR Timeline Group ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 9,142 $264K 0.14% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,955 $258K <0.01% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,726 $252K <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 8,571 $247K <0.01% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,526 $246K <0.01% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,147 $235K 0.03% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,005 $231K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,770 $224K 0.01% -5,012 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 7,019 $202K 0.08% +5,729 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 6,819 $197K 0.08% +1,704 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,746 $195K 0.01% +194 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,450 $186K 0.01% -465 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,119 $119K <0.01% -2,837 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,515 $101K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,140 $91K <0.01% +1,744 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,073 $88.7K 0.07% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,000 $86.5K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,906 $83.8K 0.02% +2,784 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,235 $64.5K <0.01% +1,093 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,693 $48.8K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,000 $28.9K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 952 $27.5K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 850 $25K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 800 $23K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 750 $21.6K <0.01% 0 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 660 $19K 0.02% +105 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 641 $18.5K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 590 $16.7K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 500 $14.4K <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 196 $5.66K <0.01% new 13F-HR/A Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 155 $4.47K <0.01% -4,245 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 110 $3.17K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 70 $2.02K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9 $249 <0.01% -7,156 13F-HR Timeline