LPL Financial LLC More: the full row for LPL Financial LLC 1,721,380 $84.1M 0.02% -1,069,089 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,290,533 $63M 0.02% +241,759 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 915,720 $44.7M 0.07% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 562,459 $27.5M 0.03% +161,493 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 517,150 $25.2M 0.04% +10,882 13F-HR Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 513,552 $25.1M 12.65% +9,399 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 502,892 $24.6M 0.38% +5,354 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 461,909 $22.6M 3.26% +39,758 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 384,581 $18.8M 5.24% +12,891 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 324,660 $15.9M 0.04% +319,321 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 315,020 $15.3M 8.99% +6,456 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 270,481 $13.2M 0.02% +40,819 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 241,342 $11.8M 5.81% +1,767 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 233,094 $11.4M 3.75% +7,209 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 215,643 $10.6M 0.23% +16,590 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 202,698 $9.9M 2.97% -29,140 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 176,216 $8.61M 0.01% +14,326 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 172,260 $8.42M 0.02% +2,926 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 163,309 $7.98M <0.01% -77,428 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 142,178 $6.95M 0.16% -22,032 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 133,632 $6.53M 0.13% -9,083 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 132,428 $6.47M 0.03% +39,215 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 110,305 $5.4M 1.25% +2,510 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 101,913 $4.98M 1.26% -2,526 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 94,050 $4.59M 0.21% +4,274 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 88,051 $4.3M 0.01% -3,915 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 78,704 $3.85M 1% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 76,025 $3.71M 0.03% +4,664 13F-HR/A Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 75,929 $3.71M 2.24% +1,035 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 73,826 $3.61M 0.04% -58,516 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 73,500 $3.59M 0.09% +5,885 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 66,443 $3.25M 0.04% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 57,766 $2.82M 0.39% +3,593 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 54,218 $2.65M 0.03% -4,938 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 53,715 $2.62M 0.09% -95 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 53,699 $2.62M 0.06% +28,247 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 51,904 $2.54M 0.51% -474 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 50,248 $2.45M 1.39% -4,913 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 47,343 $2.31M 0.03% +3,913 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 46,580 $2.28M 0.43% -2,019 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 45,402 $2.22M 0.05% +4,993 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 45,227 $2.21M <0.01% -5,048 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 43,793 $2.14M <0.01% -65,798 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 42,108 $2.06M 0.86% +1,265 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 41,710 $2.04M 0.52% -1,185 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 40,414 $1.97M 2.16% -6,353 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 39,917 $1.95M 0.29% -904 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 39,274 $1.92M 0.59% +2,700 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 38,701 $1.91M 1.52% -6,721 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,672 $1.84M <0.01% +2,254 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 37,397 $1.83M 0.04% +3,529 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 36,796 $1.8M 0.12% +6,977 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 36,158 $1.77M 1.02% -194 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 32,834 $1.6M 0.03% +20,235 13F-HR Timeline Group DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 32,087 $1.58M 0.09% -1,161 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 30,650 $1.5M 0.19% +1,350 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 30,242 $1.48M 1.02% +18,138 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 29,700 $1.45M 0.1% -670 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 29,233 $1.43M 0.05% -57,704 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 28,650 $1.4M 0.06% -30,635 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 28,278 $1.38M 0.56% -649 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 26,986 $1.32M 1.78% +12,978 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 26,285 $1.28M 0.45% -417 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 22,018 $1.08M 1.07% -378 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 21,544 $1.05M 1% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,527 $1.05M 0.01% -7,753 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 20,268 $990K 0.96% +1,384 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 19,575 $956K 0.02% -5,043 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,385 $947K 0.01% +177 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 18,876 $922K 0.01% -457 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 18,436 $901K 0.04% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,338 $896K <0.01% +212 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 18,175 $888K 0.23% +1,457 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 17,833 $871K 0.01% +4,177 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 16,055 $786K 0.08% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 15,784 $771K 0.18% +1,952 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 15,360 $750K 0.45% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,031 $734K 0.01% +80 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,657 $672K 0.06% -7,262 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,308 $650K 0.02% +1,862 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,098 $640K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 12,669 $619K 0.07% +675 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 12,126 $592K 0.28% -549 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 11,988 $586K 0.05% +5,246 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,033 $539K <0.01% +805 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 10,629 $519K 0.03% +514 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 10,326 $504K 0.41% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,157 $496K 0.03% +320 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,058 $491K 0.03% -891 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 9,966 $487K <0.01% new 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 9,958 $487K 0.24% +4,342 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,750 $476K 0.05% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 9,629 $470K 0.13% +1,400 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 9,386 $459K 0.23% +618 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 9,233 $451K 0.35% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 8,571 $419K 0.29% +200 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 8,520 $416K 0.05% -1,727 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,491 $415K <0.01% -600 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,473 $414K 0.01% +89 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 8,396 $410K 0.07% 0 13F-HR 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 8,370 $409K <0.01% -5,022 13F-HR Timeline Group Applied Capital LLC More: the full row for Applied Capital LLC 8,309 $406K 0.16% +3,084 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,491 $366K <0.01% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 7,440 $363K 0.1% -35,514 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 6,953 $340K 0.23% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 6,900 $337K 0.07% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 6,799 $332K 0.11% 0 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 6,742 $329K 0.22% -111 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 6,626 $324K 0.28% +36 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,461 $316K 0.01% -327 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,303 $308K 0.03% new 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 5,780 $282K 0.24% -240 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,883 $239K 0.03% +315 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,785 $234K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,492 $219K <0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,246 $207K 0.01% -578 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/ 3,733 $182K <0.01% new 13F-HR/A Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,301 $161K 0.01% -84 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,230 $158K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,667 $81.4K <0.01% +194 13F-HR/A Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,649 $80.6K 0.01% +829 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,058 $51.7K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 941 $46K <0.01% -1,209 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 934 $45.6K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 758 $37K <0.01% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 719 $35.1K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 555 $27.1K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 346 $17K <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 295 $14.4K <0.01% -3,000 13F-HR/A Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 285 $14K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 244 $12K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 212 $10.4K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 137 $6.69K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 121 $5.91K <0.01% -508 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $20 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.