LPL Financial LLC More: the full row for LPL Financial LLC 7,850,790 $274M 0.08% -515,663 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,435,948 $49.1M 0.07% +93,716 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,349,646 $47M 0.05% +144,934 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,253,566 $43.7M 7.24% +67,768 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 959,870 $33.4M 0.01% +87,599 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 804,191 $28M 0.13% +61,979 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 609,655 $21.2M 0.06% +53,369 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 568,067 $19.8M 0.03% +93,768 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 522,130 $18.2M <0.01% -993 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 506,395 $17.6M 0.01% -67,242 13F-HR Timeline Group Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 469,611 $16.4M 4.55% +28,839 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 413,635 $14.4M 4.27% +6,577 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 411,315 $14.3M 0.04% +61,990 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 410,617 $14.3M 0.11% +55,582 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 388,172 $13.5M 0.02% +6,261 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 377,589 $13.2M 0.3% +5,759 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 290,196 $10.1M 6.84% +34,042 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 290,086 $10.1M 0.26% +12,541 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 288,503 $10.1M +14,414 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 281,777 $9.82M 0.09% +61,897 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 244,951 $8.53M +147,224 Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 224,323 $7.82M 3.64% -13,403 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 216,340 $7.54M 4.56% +2,278 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 211,466 $7.37M 0.28% -4,206 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 193,677 $6.77M 2.83% 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 188,286 $6.56M 4.21% +1,392 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 187,201 $6.52M 0.03% +19,002 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 182,140 $6.35M 0.28% -43,076 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 174,706 $6.09M 2.93% +2,921 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 169,208 $5.9M 1.59% +577 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 137,632 $4.8M 4.08% -2,818 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 118,469 $4.13M 0.15% -215,258 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 116,072 $4.04M 0.18% +21,015 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 114,828 $4M 0.91% -1,099 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 96,659 $3.37M 1.15% +171 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 96,323 $3.36M 0.03% +5,830 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 95,660 $3.33M 1.49% +5,830 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 94,720 $3.3M 0.61% +1,396 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 92,810 $3.23M 0.02% +2,008 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 92,230 $3.21M 0.35% -5,700 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 89,602 $3.12M 0.04% +3,199 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 89,099 $3.1M 1.85% +2,102 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 88,474 $3.08M 2.61% +22,983 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 87,607 $3.05M 0.11% +3,952 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 84,484 $2.94M 0.01% +55,145 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 83,793 $2.92M <0.01% +1,986 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 76,373 $2.66M 0.06% +1,653 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 74,671 $2.6M 0.07% -2,955 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 74,616 $2.6M 1.18% +3,189 13F-HR Timeline Group Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 71,524 $2.49M 0.69% +876 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 71,521 $2.49M 1.19% +502 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 67,454 $2.35M 0.94% +9,665 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 63,904 $2.23M 0.05% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 55,589 $1.94M 0.03% +28,160 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 53,856 $1.88M 1.23% +26,887 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 48,542 $1.69M 0.01% -671 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 46,971 $1.66M 0.63% +31,658 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 46,848 $1.65M 0.26% -2,147 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. 45,474 $1.58M 0.03% -548 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 45,325 $1.58M 0.26% +30 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 43,996 $1.53M 0.21% +12,704 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 43,272 $1.51M 0.14% -28,413 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 43,014 $1.5M 0.03% +13,191 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 42,748 $1.49M 0.17% -64 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 38,201 $1.33M <0.01% +15,374 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 35,943 $1.25M 0.13% +3,381 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 35,678 $1.24M 0.1% +2,382 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 30,510 $1.06M 0.23% +8,796 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 29,444 $1.03M 0.06% +7,240 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 25,761 $898K 0.26% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 25,182 $877K 0.06% -260 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 24,825 $865K 0.03% +6,045 13F-HR Timeline Group Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 28,099 $839K 0.51% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 23,654 $824K 0.1% -732 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 23,590 $822K -2,210 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,577 $717K 0.02% -3,252 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 20,571 $717K 0.01% -450 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 20,290 $707K 0.22% -25,081 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 19,631 $684K 0.14% -6,575 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 18,850 $657K 0.37% +11,415 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 18,672 $651K 0.02% +2,797 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 18,012 $628K 0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 17,708 $617K 0.01% -4,938 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 17,380 $606K 0.03% new 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 16,705 $582K 0.21% +1,967 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 16,046 $559K 0.08% +5,813 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,011 $558K 0.01% -52,577 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 15,989 $557K 0.23% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 15,050 $524K 0.06% +4,352 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 13,907 $485K 0.16% -9,511 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,875 $483K 0.02% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,620 $475K <0.01% -39 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,572 $473K 0.01% +3,565 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 13,234 $461K 0.16% -60 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,716 $443K 0.01% +100 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,283 $429K <0.01% -683 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 12,256 $427K 0.07% -799 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,882 $414K 0.03% -1,557 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,835 $412K 0.03% +4,723 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 11,829 $412K 0.1% -18,447 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 11,366 $396K 0.2% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,246 $392K <0.01% +2,255 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,921 $386K 0.03% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,729 $374K 0.01% +31 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,717 $373K 0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,678 $372K 0.01% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 10,310 $366K 0.01% -2 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 10,284 $358K 0.01% -655 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 9,572 $333K 0.45% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 9,480 $330K 0.12% +146 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 8,765 $305K 0.16% -2,211 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,557 $298K 0.03% -442 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,513 $297K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,326 $290K 0.01% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,250 $287K 0.01% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,972 $282K 0.05% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,078 $281K 0.05% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,950 $277K 0.07% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 7,378 $257K 0.09% -1,011 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 7,349 $256K 0.04% 0 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,134 $249K 0.02% +50 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,048 $246K 0.01% -201 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,939 $242K 0.01% +149 13F-HR/A Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,680 $232K 0.03% -45 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,645 $232K 0.01% -11 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,324 $220K 0.09% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,070 $211K 0.01% -17 13F-HR/A Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,985 $209K 0.09% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 5,892 $205K 0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,703 $129K <0.01% +6 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,691 $129K 0.04% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,559 $124K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,275 $114K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,843 $99K <0.01% +667 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,879 $65.5K 0.04% -10 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,396 $48.6K <0.01% -267 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,107 $38.6K <0.01% +295 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 992 $34.6K <0.01% +199 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 527 $18.4K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 477 $16.6K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 166 $5.78K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $7 <0.01% -5,031 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.