CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,795,342 $82.2M 0.22% +173,132 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 967,316 $44.3M 0.55% +266,396 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 791,484 $36.3M 0.01% +126,828 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 749,103 $34.3M 0.01% +384,638 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 684,259 $31.3M 0.11% new 13F-HR/A Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 679,687 $31.1M 10.02% +34,208 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 634,793 $29.1M 8.37% -11,175 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 616,971 $28.3M 0.01% +10,987 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 581,228 $26.6M 2.22% +37,890 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 522,098 $23.9M 6.62% +29,714 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 496,108 $22.7M 1.95% +370,972 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 473,936 $21.7M 0.03% +36,047 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 308,616 $14.1M 0.9% -150 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 308,616 $14.1M 0.12% -150 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 259,959 $11.9M 7% +20,670 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 230,753 $10.6M 0.58% +9,135 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 222,253 $10.2M 5.41% +11,713 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 216,828 $9.93M 6.45% +5,863 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 207,064 $9.49M 0.58% +28,109 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 202,096 $9.26M 0.41% +11,100 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 197,942 $9.07M 0.03% +32,895 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 189,909 $8.7M 3.82% +9,556 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 189,738 $8.69M 0.39% +14,859 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 177,470 $8.13M 2.18% +36,569 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 164,649 $7.54M 3.78% -39,458 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 162,154 $7.43M 0.42% -2,412 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 152,716 $7M 9.43% 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 141,787 $6.5M 0.16% -2,339 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 135,234 $6.2M 1.99% +18,836 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 127,454 $5.84M 2.71% +7,414 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 113,682 $5.21M 0.68% -20,209 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 103,027 $4.72M 0.01% -588 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 93,046 $4.26M 0.1% +11,094 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 84,754 $3.88M 1.7% +12,392 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 84,264 $3.86M 0.04% +2,312 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 82,905 $3.8M 0.01% -3,209 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 70,705 $3.23M 0.73% -13,625 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 63,784 $2.92M <0.01% +33,965 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 54,393 $2.5M 0.16% +6,589 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 49,553 $2.27M 0.36% +15,619 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 40,882 $1.87M <0.01% -1,085 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 35,701 $1.64M <0.01% +14,227 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 31,930 $1.46M 0.18% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 31,402 $1.44M <0.01% +6,761 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 29,422 $1.35M 0.3% +1,000 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 29,364 $1.35M 0.01% -60 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 29,345 $1.34M <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 29,364 $1.34M 0.05% +6 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 27,496 $1.26M 0.09% +1,102 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 26,243 $1.2M 1.48% -24 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 25,115 $1.15M 0.22% new 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 23,779 $1.09M 0.35% +18 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 22,676 $1.04M 0.47% -140 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 20,242 $927K 0.02% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 19,798 $907K <0.01% +19,368 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 19,097 $875K <0.01% new 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 18,823 $862K <0.01% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 18,775 $860K 0.47% +3,650 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,137 $831K <0.01% new 13F-HR Timeline Group SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 18,072 $828K 0.3% +5,631 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/ 14,056 $644K <0.01% +9,730 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 13,572 $622K 0.38% -80 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 12,243 $561K 0.28% +143 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11,566 $530K 0.3% +640 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/ 11,465 $525K <0.01% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,154 $511K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,108 $509K <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,688 $490K <0.01% -854 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,023 $418K <0.01% +1,570 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 8,980 $411K 0.03% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 8,600 $394K 0.01% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 8,545 $391K 0.08% +498 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 8,497 $389K 0.15% +455 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 8,304 $380K 0.09% +570 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 7,854 $360K 0.41% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,752 $355K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,713 $353K 0.03% -103 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,695 $353K <0.01% -248,934 13F-HR Timeline Group Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 7,631 $350K 0.16% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,364 $337K <0.01% +133 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,272 $333K <0.01% +319 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,966 $319K <0.01% -3,339 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,205 $284K <0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,780 $265K 0.03% +41 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,245 $240K 0.01% -419 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,124 $235K 0.01% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,750 $218K 0.01% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 4,725 $216K 0.18% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,260 $149K 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,780 $127K <0.01% -40 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2,696 $124K 0.06% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,760 $101K 0.05% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,369 $62.7K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 680 $31.2K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 502 $23K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 501 $23K <0.01% -1,098 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 500 $22.9K <0.01% -2,200 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 440 $20.1K <0.01% -13 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 187 $8.5K <0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 164 $8K <0.01% -396 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 22 $1.01K <0.01% -29 13F-HR Timeline Group