LPL Financial LLC More: the full row for LPL Financial LLC 10,197,399 $288M 0.08% +869,362 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,987,615 $113M 5.42% +16,380 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,802,482 $79.1M -800,903 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,237,057 $63.2M 0.09% +326,302 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,987,567 $56.4M 6.97% +22,157 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,898,005 $53.6M 0.06% +126,671 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,856,381 $52.4M 13.87% +14,680 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,286,887 $36.3M +14,108 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,227,836 $34.7M 0.01% +280,141 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 858,571 $24.2M 0.03% -212,139 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 847,042 $24M 2.37% +126,661 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 851,219 $24M 0.06% +91,136 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 819,370 $23.1M 0.26% +20,342 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 803,990 $22.8M 0.92% +52,199 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 805,431 $22.7M 0.03% +40,362 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 768,934 $21.7M 0.39% +48,943 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 699,507 $19.8M 0.05% +264,077 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 642,100 $18.1M 0.37% +37,359 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 611,448 $17.3M 10.06% -11,108 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 543,461 $15.3M <0.01% +35,516 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 541,555 $15.3M 0.04% -113,594 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 474,519 $13.4M 0.11% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 461,365 $13M 0.06% +23,532 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 445,880 $12.6M 2.38% -10,643 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 430,882 $12.2M 0.01% +64,490 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 405,328 $11.4M 0.13% -5,212 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 380,143 $10.7M 0.04% +14,216 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 375,346 $10.6M <0.01% new 13F-HR Timeline Group Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 370,567 $10.5M 3.57% -16,096 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 322,935 $9.12M 0.22% +15,153 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 299,418 $8.46M 0.5% +12,436 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 295,317 $8.34M 5.3% -13,774 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 272,252 $7.69M 0.06% 13F-HR/A Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 261,112 $7.37M 0.7% +242,159 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 240,409 $6.79M 3.25% +128,439 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 221,908 $6.27M 0.18% +5,718 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 197,746 $5.58M 0.32% -3,687 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 181,903 $5.14M 0.07% +1,224 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 177,106 $5M 0.06% +15,840 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 168,610 $4.76M 1.62% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 152,888 $4.32M 0.05% +31,197 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for CENTAURUS FINANCIAL, INC. 103,329 $2.92M 0.13% +1,702 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 97,181 $2.74M 0.58% +3,563 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 89,782 $2.54M 1.41% 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 89,552 $2.53M 1.12% +33,047 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 87,651 $2.48M 1.25% -6,364 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 83,735 $2.36M 0.55% -7,448 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 80,138 $2.26M 0.03% -4,614 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 78,356 $2.22M 0.38% -3,310 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 76,809 $2.17M 0.05% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 75,144 $2.12M 0.7% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 73,736 $2.08M 0.03% +55,984 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 71,072 $2.01M 0.03% +5,663 13F-HR Timeline Group Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 66,673 $1.88M 0.65% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 63,162 $1.78M 0.01% +11,379 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 63,152 $1.78M 0.13% -3,796 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 62,731 $1.77M 0.27% +14,422 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 62,058 $1.75M 0.08% +7,679 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 59,252 $1.67M 0.23% +8,561 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 59,167 $1.67M 0.06% +35,660 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 55,735 $1.57M 1.01% +14,248 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 54,404 $1.54M 0.21% +7,188 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 54,054 $1.53M 0.07% -5,441 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 50,376 $1.42M 0.03% -2,570 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 49,532 $1.4M 0.82% -575 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 49,490 $1.4M 0.01% +12 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 44,189 $1.25M 0.23% +2,023 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 43,031 $1.22M 0.07% +4,306 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 42,446 $1.2M 0.03% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 40,798 $1.15M 0.01% +265 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 39,300 $1.11M 0.35% -255 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 38,874 $1.1M 0.01% +27,410 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 38,757 $1.09M 0.02% +5,339 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 36,884 $1.04M 0.01% +6,199 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 36,710 $1.04M 0.57% +17,895 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 35,144 $992K 0.46% -19,303 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 34,036 $961K <0.01% -8,741 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 33,980 $960K 0.03% 0 13F-HR/A Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 33,389 $943K 0.03% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 33,165 $937K 0.02% +3,035 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 32,742 $925K 0.59% +270 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 31,305 $884K 0.49% -3,787 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 30,568 $872K 0.25% +16,915 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,966 $822K <0.01% +10,556 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 27,524 $777K 0.21% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27,109 $766K 0.02% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 26,293 $743K <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 25,869 $731K <0.01% +3,374 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 25,606 $723K <0.01% +1,785 13F-HR/A Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 25,529 $721K 0.14% +4,124 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 25,075 $708K 0.36% +5,350 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 24,583 $695K 0.27% -1,000 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 22,640 $639K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 22,640 $639K 0.03% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 22,385 $632K 0.23% -40 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 22,019 $622K 0.02% +7,471 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 21,862 $617K 0.06% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 21,797 $616K 0.01% +298 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,415 $577K <0.01% new 13F-HR/A Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 20,393 $576K 0.29% -1,449 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 19,815 $560K 0.01% +70 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 30,400 $553K 0.39% +4,370 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 19,482 $550K 0.02% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,468 $550K <0.01% +12,817 13F-HR/A Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 19,436 $549K 0.15% +8,490 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 19,226 $543K 0.01% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 18,720 $529K 0.03% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 18,675 $527K 0.03% -7,394 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 18,469 $522K 0.02% -169 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 17,601 $497K 0.92% -14,744 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 17,367 $490K 0.09% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 17,313 $489K 0.42% -50,842 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,181 $485K 0.04% +3,549 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 17,149 $484K 0.14% -298 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 17,138 $484K 0.03% new 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,112 $483K <0.01% new 13F-HR Timeline Group PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 16,617 $471K 0.35% -411 13F-HR/A Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 16,628 $470K 0.08% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,066 $454K 0.02% +4,147 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,972 $451K 0.02% -575 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 15,955 $451K <0.01% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 15,787 $446K 0.05% -2,160 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 15,715 $444K 0.2% +3,979 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 15,679 $443K 0.3% +5,735 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 15,469 $437K 0.21% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,355 $434K <0.01% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,024 $424K 0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 15,024 $424K 0.29% 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 14,748 $416K 0.25% -264 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 14,538 $411K 0.17% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,467 $409K 0.03% +7,065 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. 13,921 $393K 0.01% +5,000 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 13,592 $384K 0.03% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 13,309 $376K 0.04% -26 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,299 $376K <0.01% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 13,191 $373K 0.03% new 13F-HR Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 12,835 $362K 0.4% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,627 $357K 0.02% +1,344 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,620 $328K 0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 11,337 $320K 0.01% +8,706 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 11,152 $315K <0.01% -1,890 13F-HR Timeline Group Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 10,750 $304K 0.23% 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 10,727 $303K 0.22% +721 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,600 $299K 0.02% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,549 $298K 0.02% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,333 $264K <0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 9,262 $262K 0.01% +360 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,150 $258K 0.01% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 9,121 $258K 0.13% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,986 $254K <0.01% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 8,957 $253K 0.05% -100 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,915 $252K 0.03% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,795 $248K 0.01% new 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,673 $245K 0.01% 0 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 8,628 $244K 0.16% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,313 $235K 0.01% -285 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 8,243 $233K 0.04% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 8,202 $232K 0.11% +500 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,146 $230K 0.01% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 8,105 $229K 0.06% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,457 $211K 0.01% -418 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,451 $210K 0.02% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,351 $208K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,248 $205K <0.01% -3,770 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,143 $202K 0.02% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 5,500 $155K 0.07% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,234 $148K <0.01% -17 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,640 $131K 0.01% +2,535 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,146 $117K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,360 $94.9K 0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,467 $69.7K <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,320 $65.5K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,646 $46.5K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,522 $43K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,285 $36.3K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,250 $35.3K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,220 $34.5K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,095 $30.9K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 754 $21.4K <0.01% new 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/ 705 $19.9K <0.01% -39,295 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 585 $16.6K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 469 $13.2K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 416 $11.7K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 358 $10.1K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 235 $6.64K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 150 $4.24K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $56 <0.01% 0 13F-HR Timeline