LPL Financial LLC More: the full row for LPL Financial LLC 22,024,213 $664M 0.18% +16,386,579 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,051,220 $273M 0.02% +1,206,120 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,570,891 $229M 0.02% +196,408 13F-HR/A Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 2,898,934 $87.6M -222,136 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,415,743 $72.8M 0.04% +248,072 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,957,169 $59M 1.87% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,887,522 $56.9M 0.02% +430,367 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,530,814 $46.2M 2.86% -25,823 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/ 1,519,544 $45.8M <0.01% +1,309,969 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,383,779 $41.7M 0.13% -236,469 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,234,297 $37.2M 2.28% +69,681 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,067,012 $32.2M 0.17% +1,058,597 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 1,062,494 $32M 5.48% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,062,448 $32M 3.56% +11,893 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 955,805 $28.8M 0.14% -10,059 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 945,021 $28.5M 0.99% +85,843 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 922,338 $27.8M 0.01% +162,363 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 742,623 $22.4M 0.01% +120,082 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 739,944 $22.4M 0.21% +436,011 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 682,558 $20.6M 0.17% +112,233 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 661,094 $19.9M 0.22% +614,029 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 627,654 $18.9M 0.76% +21,636 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 612,604 $18.5M 4.41% +13,322 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 589,782 $17.8M 0.21% +57,931 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 588,269 $17.7M 0.02% +39,835 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 541,170 $16.3M 1.82% -24,148 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 512,410 $15.4M 2.77% +40,105 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 496,637 $15M 3.36% +47,981 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 495,467 $14.9M 7.52% +1,396 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 463,962 $14.1M 3.21% -171,821 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 447,198 $13.5M 2.83% +10,186 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 444,093 $13.4M 0.13% -200,261 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 435,694 $13.1M 2.96% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 424,687 $12.8M 0.07% +407,728 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 423,900 $12.8M -12,184 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 402,206 $12.1M 0.09% +108,459 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 360,299 $10.9M 0.02% +332,083 13F-HR Timeline Group A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 357,497 $10.8M 5.11% +35,131 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 343,625 $10.4M 1.13% -2,052 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 316,920 $9.56M 1.95% +116,738 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 302,054 $9.11M <0.01% -15,275 13F-HR/A Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 301,467 $9.09M 0.51% -71,448 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 296,950 $8.95M 0.29% +6,792 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 296,205 $8.93M 1.25% +38,723 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 286,203 $8.63M 0.01% +39,768 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 277,807 $8.38M 1.05% +7,121 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 274,508 $7.7M 0.05% +64,012 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 253,270 $7.64M 0.04% -182,253 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 248,127 $7.48M 4.98% +644 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 218,130 $6.58M 0.08% -252,117 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 213,768 $6.45M 1.46% +2,205 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 207,866 $6.27M 0.04% +3,556 13F-HR/A Timeline CSS LLC/IL More: the full row for CSS LLC/IL 205,764 $6.2M 0.35% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 201,044 $6.06M 0.02% -43,891 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 200,174 $6.04M 3.56% +4,231 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 199,754 $6.02M 0.02% -9,486 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 186,740 $5.63M 1.27% +7,540 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 185,040 $5.58M 0.3% +144,641 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 181,800 $5.48M 0.03% 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 181,221 $5.46M 0.01% +6,853 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 166,296 $5.01M 0.28% +4,586 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 166,095 $5.01M 0.17% +38,472 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 149,763 $4.52M 2.76% +9,792 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 149,281 $4.5M 0.33% +12,078 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 146,677 $4.43M 0.06% +74,407 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 145,714 $4.39M 1.41% +8,707 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 144,036 $4.34M 2.56% +6,014 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 139,617 $4.21M 0.29% -4,723 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 138,109 $4.16M 1.87% +7,644 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 137,123 $4.13M 2.97% +37,226 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 131,203 $3.96M 1.78% +2,003 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 126,518 $3.81M 0.11% -4,086 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 125,678 $3.79M 0.02% +28,321 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 123,419 $3.72M 0.74% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 121,616 $3.67M 0.03% +92,665 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 121,103 $3.65M 0.04% +1,702 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 117,865 $3.55M 0.37% +54 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 113,842 $3.43M 1.94% -34,296 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 102,256 $3.08M 2.64% +13,051 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 101,535 $3.06M 2.09% +25,693 13F-HR Timeline Wealth High Governance Asset Management… More: the full row for Wealth High Governance Asset Management Ltda. 101,154 $3.05M 0.48% +18,711 13F-HR/A Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 99,490 $3M 0.27% +70,788 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 96,748 $2.92M <0.01% new 13F-HR Timeline Group MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 95,835 $2.89M 2.84% +3,931 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 94,487 $2.85M 1.06% -19,549 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 93,486 $2.82M 1.74% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 91,670 $2.76M 0.01% +4,524 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 91,255 $2.75M 0.06% +76,473 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 90,412 $2.73M 0.02% +63,028 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 89,621 $2.7M 0.05% +81,151 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 89,137 $2.69M 0.21% +13,192 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 88,944 $2.68M <0.01% +25,043 13F-HR Timeline Group R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 87,437 $2.64M 1.26% +32,112 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 85,828 $2.59M 1.66% +4,213 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 80,922 $2.44M 1.04% +344 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 79,997 $2.42M 1.2% +51,152 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 77,047 $2.32M 0.19% +5,230 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 74,893 $2.26M 1.97% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 74,778 $2.25M 0.5% +10,711 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 70,191 $2.12M 0.35% new 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 68,986 $2.08M 0.34% +773 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 68,393 $2.06M 1.04% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 68,054 $2.05M 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 66,339 $2M 0.02% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 77,554 $1.88M 1.02% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 61,721 $1.86M <0.01% +2,223 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 59,746 $1.8M 0.16% -13,024 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 59,710 $1.8M <0.01% -370 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 59,282 $1.79M 0.02% +40,199 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 57,057 $1.72M 0.38% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 55,826 $1.68M 0.23% -22,410 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 55,784 $1.68M 1.28% new 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 53,108 $1.6M 1.6% +2,399 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 52,201 $1.57M 1.5% +2,616 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 51,841 $1.56M <0.01% +28,577 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 50,832 $1.53M 0.01% +593 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 50,418 $1.52M 0.17% +14,914 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 47,530 $1.43M 0.21% new 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 47,414 $1.43M 1.37% +29,894 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 46,356 $1.4M 0.08% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 46,223 $1.39M 0.01% +10,087 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 45,374 $1.37M 0.15% +3,114 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 45,199 $1.36M <0.01% -89 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 43,570 $1.31M 0.06% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 43,440 $1.31M +16,768 Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 42,777 $1.29M 0.1% -16,137 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 41,193 $1.24M 0.03% +984 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 39,931 $1.2M 0.06% +782 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 39,608 $1.19M <0.01% +745 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 38,903 $1.17M 0.71% -5,202 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 38,819 $1.17M 0.45% -4,939 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 37,745 $1.14M 0.12% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 37,439 $1.13M 0.21% +17,361 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 37,386 $1.13M 0.04% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 37,166 $1.12M 0.14% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 37,139 $1.12M 0.05% +6,921 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 35,945 $1.08M 0.01% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 34,433 $1.04M 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 34,114 $1.03M <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,715 $1.02M <0.01% +6,202 13F-HR Timeline Group Innova Wealth Partners More: the full row for Innova Wealth Partners 33,574 $1.01M 0.48% -394,989 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 32,970 $994K 0.08% +2,735 13F-HR Timeline Group THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 32,744 $987K 0.52% +5 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 32,173 $970K 0.05% +1,435 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 31,933 $963K 0.56% -1,870 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 31,791 $959K 0.06% -7 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 31,454 $948K 0.45% -18,934 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 31,412 $947K 0.04% +6,166 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 31,129 $940K 0.74% -3,541 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 28,183 $850K 0.54% -18,651 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 28,110 $848K 0.04% -206 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 27,210 $820K +671 Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 26,129 $788K 0.73% -3,583 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 26,031 $785K 0.04% new 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 25,128 $758K 0.22% -1,008 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 24,577 $741K 0.36% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 24,202 $730K 0.25% +629 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 24,023 $724K 0.18% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 23,754 $716K 0.01% +13,182 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 23,640 $713K 0.06% +11,790 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 23,359 $704K <0.01% +2,951 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 22,603 $681K <0.01% new 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 22,524 $679K 0.46% +9,868 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 22,464 $677K 0.02% +8,987 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,993 $663K <0.01% new 13F-HR Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 21,468 $647K 0.14% -978 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 21,349 $644K 0.66% +6,172 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 21,091 $636K 0.56% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 20,534 $619K 0.12% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 20,380 $614K <0.01% -2,840 13F-HR Timeline Group First Growth Capital LLC More: the full row for First Growth Capital LLC 20,076 $607K 0.55% -11,868 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 19,519 $588K 0.28% +451 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 19,215 $579K 0.02% +144 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,019 $576K <0.01% -14,999 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 18,499 $558K <0.01% +10,703 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 18,329 $553K 0.08% +11,880 13F-HR Timeline Group IFS Group,LLC More: the full row for IFS Group,LLC 18,245 $550K 0.49% 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 17,504 $543K 0.02% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 18,009 $543K 0.01% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 17,903 $540K 0.09% new 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 17,383 $524K 0.44% 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 17,177 $518K 0.02% -322 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 16,332 $492K 0.43% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 16,244 $490K 0.25% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,787 $476K 0.01% +9,010 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,349 $459K 0.01% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 15,100 $455K 0.03% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 14,966 $451K 0.08% new 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,838 $447K 0.02% +3,022 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 14,475 $436K 0.05% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,857 $418K 0.01% +831 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 13,715 $413K <0.01% -1,792 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 13,405 $404K 0.25% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,262 $400K 0.06% +677 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,080 $394K 0.01% +441 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,950 $390K <0.01% +6,147 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 12,766 $390K 0.02% +980 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 12,500 $377K <0.01% new 13F-HR Timeline Group Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 12,232 $369K 0.35% -567 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 12,144 $366K 0.05% -6,143 13F-HR Timeline