LPL Financial LLC More: the full row for LPL Financial LLC 2,735,252 $143M 0.04% +480,391 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/ 1,095,156 $57.2M <0.01% +386,596 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 671,833 $35.1M 0.2% +41,533 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 517,369 $27M 3.25% +4,412 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 474,925 $24.8M 0.03% +44,958 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 430,973 $22.5M 0.04% -22,808 13F-HR Timeline Group SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 411,970 $21.5M 0.29% -25,331 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 281,117 $14.7M 0.67% -43,051 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 267,403 $14M 0.13% +262,427 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 262,121 $13.7M 2.88% new 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 239,475 $12.5M 5.21% +2,117 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 239,137 $12.5M 2.25% +80,595 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 221,820 $11.6M 0.02% +34,456 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 215,668 $11.3M 0.53% +50,035 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 190,143 $9.93M 2.45% +7,130 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 175,513 $9.17M 3.93% +54,513 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 141,933 $7.42M 3.28% +24,576 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 128,475 $6.71M <0.01% +13,415 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 122,817 $6.42M <0.01% -7,957 13F-HR/A Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 108,278 $5.66M 0.07% +34,488 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 101,864 $5.32M 1.04% +3,377 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 97,348 $5.09M 0.75% +14,525 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 84,733 $4.43M 0.27% +3,918 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 79,761 $4.17M 4.12% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 79,258 $4.14M 0.5% +3,808 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 74,614 $3.9M 2.24% +4,829 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 69,828 $3.65M <0.01% +18,638 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 68,859 $3.6M 0.02% -110,482 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 58,310 $3.05M 0.07% +3,463 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 57,215 $2.99M 0.08% +25,650 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 56,729 $2.96M 0.11% -252 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 56,479 $2.95M <0.01% -2,473 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 54,880 $2.87M <0.01% +591 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 53,678 $2.8M <0.01% +3,123 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 52,353 $2.74M 0.02% -1,353 13F-HR/A Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 49,025 $2.56M 0.11% +25,164 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 48,701 $2.54M <0.01% +7,520 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 44,874 $2.35M 0.01% +15,608 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 44,182 $2.31M 1.2% +6,131 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 43,593 $2.27M <0.01% +9,236 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 42,550 $2.22M 0.18% +189 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 42,392 $2.21M <0.01% +20,300 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 41,245 $2.16M 0.08% +2,893 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 39,514 $2.06M 0.01% +985 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. 37,374 $1.95M 0.04% +496 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 33,531 $1.75M 0.03% +13,748 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 32,289 $1.69M 0.39% -1,528,091 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 32,277 $1.69M 1.02% +4,600 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 32,049 $1.67M 0.25% +5,592 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 31,547 $1.65M 1.01% -1,055 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 28,276 $1.48M 0.08% +1,372 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 27,349 $1.43M 0.03% -961 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 26,697 $1.39M 0.12% -576 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 25,290 $1.32M 0.63% +7,743 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 23,675 $1.24M <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 21,212 $1.11M 0.18% +3 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 20,766 $1.09M <0.01% new 13F-HR Timeline Group MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 20,626 $1.08M 0.74% -692 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,617 $1.08M <0.01% +3,517 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,346 $1.06M <0.01% -8,422 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 19,393 $1.01M 0.01% +6,892 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 18,276 $955K 0.02% +1,169 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 17,959 $938K 0.75% -233 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,661 $923K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 17,594 $919K 0.01% +1,803 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,577 $918K 0.02% -3,260 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 17,188 $898K 0.09% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 17,023 $889K 0.02% +5,216 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 16,315 $852K 0.37% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 14,054 $734K 0.17% -4,149 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 13,631 $712K 0.03% +299 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 13,621 $712K 0.47% -181 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,229 $691K 0.01% -1,478 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 13,064 $683K 0.02% +664 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 11,025 $576K 0.02% -2,963 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,025 $576K 0.01% -2,963 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 10,735 $561K 0.26% -90 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 10,415 $544K 0.17% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 9,138 $477K 0.08% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 9,138 $477K 0.08% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,864 $463K 0.01% +232 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,957 $416K 0.23% +117 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,814 $408K <0.01% +2,414 13F-HR Timeline Group Collier Financial More: the full row for Collier Financial 7,498 $392K 0.29% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,465 $390K 0.01% 0 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,397 $334K <0.01% +42 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,378 $333K 0.04% +197 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,273 $328K <0.01% -1,097 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 5,999 $313K 0.09% -147 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,979 $312K 0.05% +24 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,910 $309K <0.01% -775 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 5,877 $307K 0.27% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,810 $304K 0.01% -66 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,785 $302K 0.02% -1,505 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,690 $297K <0.01% -811 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,448 $285K 0.09% +222 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,232 $273K 0.02% -335 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,230 $273K 0.01% -72 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 5,180 $271K 0.14% -11 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,097 $266K 0.03% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,951 $259K 0.01% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,938 $258K 0.04% +32 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 4,848 $253K 0.05% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,693 $245K 0.05% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,611 $241K 0.02% +730 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 4,781 $241K 0.03% -143 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,500 $235K 0.07% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,452 $233K <0.01% new 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,212 $220K 0.14% +117 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,138 $216K <0.01% -110 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,067 $213K 0.11% new 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 3,959 $207K <0.01% new 13F-HR Timeline Group SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 3,919 $205K 0.08% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,468 $181K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,415 $178K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,975 $155K 0.01% -15 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,747 $144K <0.01% +77 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,730 $143K <0.01% -50 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,144 $112K <0.01% +552 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,993 $104K 0.09% +13 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,883 $98.4K <0.01% -6,558 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,112 $58.1K 0.01% -359 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,101 $57.5K <0.01% +1 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,000 $52.2K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 999 $52.2K <0.01% +195 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 827 $43.2K <0.01% -201 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 702 $36.7K <0.01% +147 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 594 $31K <0.01% 0 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 379 $19.8K <0.01% -687 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 375 $19.6K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 323 $16.8K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 274 $14.3K <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 261 $13.6K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 254 $13.3K <0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 244 $12.7K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 220 $11.5K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 204 $10.6K <0.01% -2,626 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 91 $4.77K <0.01% +1 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 83 $4.34K <0.01% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 10 $523 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 0 $7 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.