Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,629,613 $73.2M 1.43% +1,087,128 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,028,312 $46.2M 0.01% -4,539 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 617,165 $27.7M 0.01% +188,475 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 495,738 $22.3M 0.05% +141,261 13F-HR/A Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 400,448 $18M 3.36% +20,613 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 373,880 $16.8M 5.43% 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 332,071 $14.9M 0.03% +16,929 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 303,769 $13.6M 0.01% 13F-HR/A Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 277,142 $12.4M 8.51% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 239,771 $10.8M 0.02% +164 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 229,715 $10.3M 6.17% +3,655 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 183,911 $8.32M 0.24% +14,913 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 174,418 $7.83M 0.03% -85,437 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 173,164 $7.78M 0.33% -64,690 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 144,039 $6.47M 0.19% +27,497 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 136,073 $6.11M 0.09% +13,968 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 126,153 $5.67M 0.01% +6,420 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 123,301 $5.54M 0.13% -14,620 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 123,171 $5.53M 0.79% 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 109,407 $4.91M 1.57% -12,016 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 108,946 $4.89M 1.5% +4,823 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 94,656 $4.25M 1.38% +19,431 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 94,191 $4.23M 2.51% -1,370 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 92,141 $4.14M 0.24% +1,151 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 86,778 $3.9M 0.02% +10,131 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 77,106 $3.46M 0.04% +1,475 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 75,912 $3.41M 0.01% +30,743 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 66,368 $2.98M 0.01% -70 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 67,424 $2.89M 2.6% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 59,048 $2.65M 0.15% -2,009 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 55,986 $2.51M 0.42% +241 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 54,259 $2.44M 0.57% -3,359 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 53,620 $2.41M <0.01% +10,831 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 53,568 $2.41M 0.1% -795 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 52,264 $2.35M 0.07% +11,142 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 50,219 $2.26M 0.05% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 49,073 $2.2M 0.49% +2,092 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 45,371 $2.04M 0.02% +7,079 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 44,369 $1.99M 0.04% -424 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 43,460 $1.95M 0.45% -99 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 42,962 $1.93M 0.52% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 42,810 $1.92M 3.57% -27,259 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 42,612 $1.91M 0.01% +844 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 40,415 $1.82M 0.94% +5,107 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 39,966 $1.79M 1.46% -2,333 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 38,369 $1.72M 1.42% -1,419 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 34,676 $1.56M 0.57% +332 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 34,556 $1.55M 0.01% +8,458 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 33,597 $1.51M 0.28% +2,226 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 32,488 $1.46M 0.12% +2,955 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 30,141 $1.38M 1.02% +150 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 29,093 $1.31M 0.12% -1,366 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 28,338 $1.27M 0.1% -150 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 26,390 $1.19M 0.16% +3,795 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 24,841 $1.11M 0.49% +9,676 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 23,518 $1.06M 0.01% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 23,296 $1.05M 1.17% +1,284 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 22,540 $1.01M 1.07% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 19,961 $896K 0.02% +4,662 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 17,796 $799K 0.57% new 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 17,512 $786K 0.54% +1,751 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 15,695 $705K 0.36% -5,867 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,500 $696K <0.01% +1,113 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 15,360 $690K 0.5% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,951 $671K 0.03% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 14,327 $643K 0.08% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,187 $637K 0.02% -659 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 14,099 $633K 0.35% +259 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,665 $569K 0.03% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,706 $526K 0.05% -67 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 11,420 $513K 0.23% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,155 $501K 0.02% +850 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,076 $497K 0.04% +200 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 10,787 $485K 0.26% +2,764 13F-HR/A Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,596 $476K 0.09% +2,200 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 10,326 $464K 0.47% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 10,080 $453K 0.06% +6,770 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 9,581 $430K 0.03% +500 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,183 $412K <0.01% +1,089 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,091 $408K <0.01% -6,520 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 8,270 $371K 0.04% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 7,864 $353K 0.11% +1,654 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,631 $343K 0.01% +7,266 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 7,315 $329K 0.13% +969 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 7,000 $314K 0.08% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 6,953 $312K 0.29% 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 6,904 $310K 0.13% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,851 $308K <0.01% +2,261 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,422 $288K <0.01% new 13F-HR Timeline Group RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 6,289 $282K 0.27% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,225 $280K 0.03% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 5,828 $262K 0.03% +117 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 5,735 $258K 0.22% -407 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,548 $249K <0.01% +2,878 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 5,397 $242K 0.15% -33 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,249 $240K 0.03% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 5,090 $229K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,949 $222K 0.01% +279 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,625 $208K <0.01% -18,148 13F-HR Timeline Group 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 4,553 $204K 0.17% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,429 $199K 0.01% -232 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 3,712 $167K 0.13% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,295 $148K <0.01% -206 13F-HR/A Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,230 $145K 0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,746 $123K 0.1% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,731 $123K <0.01% 0 13F-HR Timeline Group Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 1,503 $67.5K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 969 $43.5K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 828 $37K <0.01% -246 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 720 $32.3K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 629 $28.2K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 568 $25.5K 0.01% +117 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 555 $24.9K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 500 $22.5K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 396 $17.8K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 285 $13K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 137 $6.15K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 128 $5.75K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $19 <0.01% 0 13F-HR Timeline Group Amount 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% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.