LPL Financial LLC More: the full row for LPL Financial LLC 879,057 $25.6M 0.01% +639,499 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 710,911 $20.7M 0.04% +678,225 13F-HR/A Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 660,422 $19.2M 0.17% +575,743 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 616,472 $17.9M 0.01% +161,995 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 460,367 $13.4M 0.07% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 396,490 $11.5M 0.03% +205,118 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 385,162 $11.2M <0.01% +182,366 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 365,089 $10.6M 0.03% +33,548 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 334,777 $9.74M 0.01% +219,802 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 317,430 $9.24M 0.82% -573 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 308,588 $8.98M 0.01% +300,725 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 205,802 $5.99M 0.76% +13,443 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 164,450 $4.79M <0.01% +126,937 13F-HR/A Timeline Group SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 126,549 $3.68M 2.27% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 113,381 $3.3M 0.01% +20,958 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 112,003 $3.26M 0.01% -281,138 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 104,123 $3.03M 0.06% +103,074 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 102,672 $2.99M 0.02% +27,612 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 96,759 $2.82M 0.32% +20,819 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 94,119 $2.74M 0.13% +15,725 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 86,676 $2.52M <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 77,409 $2.25M <0.01% +63,655 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 67,936 $1.98M 0.05% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 58,538 $1.7M 0.05% +38,538 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 58,184 $1.69M 0.1% +5,962 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 52,908 $1.54M 0.01% new 13F-HR/A Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 52,702 $1.53M +25,903 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 47,351 $1.41M 0.04% +12,079 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 45,447 $1.32M 0.49% +1,718 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 42,561 $1.24M 0.67% new 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 40,127 $1.17M <0.01% -434,009 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 36,112 $1.05M 0.22% +14,162 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 35,385 $1.03M 0.66% -4,300 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 29,698 $865K 0.49% +12,690 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 27,370 $797K 0.03% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 26,476 $771K <0.01% +9,455 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,395 $768K <0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 24,188 $704K 0.01% +6,603 13F-HR/A Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 19,244 $560K 0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,178 $558K <0.01% new 13F-HR Timeline Group TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 17,814 $519K 0.23% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,937 $493K <0.01% +14,503 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 16,625 $484K 0.19% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 14,833 $432K 0.03% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,757 $430K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,694 $399K 0.01% -4,484 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 13,570 $395K 0.22% +2,682 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 12,910 $376K 0.01% new 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 12,653 $368K 0.25% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 12,653 $368K 0.08% new 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. 12,221 $355K 0.01% new 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,992 $349K 0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,763 $285K <0.01% new 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 9,794 $285K 0.15% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,131 $266K <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 8,990 $262K <0.01% new 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 7,668 $223K 0.13% 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,617 $223K 0.08% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,581 $221K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,139 $208K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,418 $129K <0.01% -11,955 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,414 $128K 0.01% +4,314 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,316 $96.5K <0.01% new 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,062 $89.1K 0.04% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,630 $76.6K <0.01% +2,609 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,322 $38.5K <0.01% +773 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,177 $34K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 615 $17.9K <0.01% +8 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 537 $15.6K <0.01% +385 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 500 $14.6K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 274 $8.04K <0.01% +28 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 266 $7.73K <0.01% +1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 250 $7.27K <0.01% +1 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 140 $4.08K <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.