Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,475,833 $160M 6.79% +216,801 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,905,450 $139M 0.05% +139,053 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/ 1,519,906 $54.2M <0.01% +882,367 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,335,749 $47.6M 1.59% +718,292 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 912,399 $32.5M 0.2% +184,679 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 877,208 $31.3M 4.88% +17,342 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 830,491 $29.6M 0.1% +120,681 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 752,548 $26.8M 0.01% +195,552 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 734,473 $26.2M 0.02% +169,801 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 683,764 $24.4M 0.13% +25,224 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 678,704 $24.2M 8.57% +328,437 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 676,391 $24.1M +70,431 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 636,711 $22.7M 0.04% +55,277 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 468,136 $16.7M 5.05% +55,055 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 432,808 $15.4M 0.02% -80,621 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 404,307 $14.4M 0.68% -1,603 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 381,022 $13.6M 0.02% +4,297 13F-HR Timeline Group Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 354,086 $12.6M 2.71% +22,542 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 353,793 $12.6M 0.95% +43,466 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 303,123 $10.8M 2.9% new 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 303,380 $10.8M 5.16% +15,824 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 261,023 $9.3M <0.01% +82,448 13F-HR Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 249,684 $8.9M 1.83% +5,647 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 242,446 $8.64M 0.01% +38,524 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 228,842 $8.16M 0.02% -651,552 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 210,825 $7.51M <0.01% +61,390 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 174,616 $6.22M 0.01% -23,037 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 141,930 $5.06M 0.04% +70,815 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 140,173 $5M 0.14% 0 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 139,987 $4.99M 0.68% +41,257 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 136,352 $4.86M 0.04% +10,686 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 131,978 $4.7M 0.33% -83,709 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 127,160 $4.53M 1.65% +2,608 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 120,073 $4.28M <0.01% +43,918 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 119,474 $4.26M 2.63% -1,547 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 117,339 $4.18M 0.01% -48,474 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 114,223 $4.07M 2.4% +1,404 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 111,469 $3.97M 3.27% +7,888 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 106,332 $3.86M 0.1% +872 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 107,454 $3.83M 0.01% +6,237 13F-HR/A Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 107,419 $3.83M 1.63% -549 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 97,106 $3.46M 0.02% -51,732 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 91,711 $3.27M <0.01% +40,677 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 87,614 $3.12M 0.01% new 13F-HR/A Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 81,671 $2.91M 0.15% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 73,294 $2.61M <0.01% +63,664 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 69,655 $2.48M 0.07% +4,018 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 65,452 $2.33M 0.09% -30,856 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 59,880 $2.13M 0.03% +263 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 58,601 $2.09M 0.27% -1,503 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 56,240 $2M 0.02% +28,025 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 54,281 $1.93M 0.05% -52,845 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 53,544 $1.91M 0.01% +5,758 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 47,719 $1.7M 0.5% new 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 47,594 $1.7M 1.04% +15 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 45,903 $1.64M 0.01% +17 13F-HR/A Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 45,253 $1.61M 0.2% +31,573 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 45,000 $1.6M 0.81% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 40,966 $1.46M <0.01% -730 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 40,423 $1.44M 0.32% +2,449 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 38,217 $1.36M 0.03% -99 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 37,316 $1.33M 0.54% +5,436 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 34,611 $1.23M 0.05% +4,681 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 34,511 $1.23M 0.65% +16,746 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 30,441 $1.08M 0.03% +4,896 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 30,329 $1.08M 0.48% +10,835 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 26,473 $943K 0.01% 0 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 26,113 $931K 0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 26,107 $930K 0.06% +867 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 24,882 $887K <0.01% +3,228 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 24,781 $883K <0.01% +4,492 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 23,452 $836K +16,341 Timeline CX Institutional More: the full row for CX Institutional 23,254 $829K 0.03% -1,521 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 23,157 $825K <0.01% +18,012 13F-HR/A Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 22,018 $785K 0.2% +1,899 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 21,787 $776K 0.23% +2,430 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. 20,616 $734K 0.02% +10,099 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 20,548 $732K 0.07% -5,436 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 19,468 $694K 0.44% +1,179 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,296 $688K 0.01% +14 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 16,796 $599K 0.08% -93 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 16,083 $573K 0.06% -173 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,395 $513K <0.01% +2,726 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,146 $469K 0.03% -380 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 12,610 $449K 0.13% -93,281 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 12,167 $432K 0.01% +218 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 11,714 $417K 0.27% +971 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 11,489 $409K <0.01% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 11,273 $402K 0.25% -574 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 9,397 $335K <0.01% -380 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 8,244 $294K 0.04% +146 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,228 $293K <0.01% new 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,100 $289K 0.14% -317 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,097 $289K 0.01% +1,340 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,926 $282K 0.03% -48 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 7,720 $280K 0.16% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,759 $277K 0.16% -176 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 7,441 $265K 0.23% +33 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,155 $255K 0.09% 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,934 $247K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,773 $241K <0.01% +438 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,765 $241K 0.02% -467 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,665 $238K 0.01% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 6,164 $220K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,157 $219K 0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,943 $212K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,813 $207K 0.01% -1,446 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,842 $205K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,529 $197K <0.01% +3,026 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,276 $188K 0.02% +52 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 4,559 $162K 0.05% +1,707 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,608 $129K <0.01% -121 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,010 $107K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,960 $105K <0.01% -307 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,963 $70K <0.01% new 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,946 $69.4K 0.02% -472 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,592 $56.7K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,316 $46.9K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,224 $43.6K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,208 $43.1K <0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,187 $42.3K <0.01% +21 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 959 $34.2K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 874 $31.1K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 715 $25.5K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 622 $22.2K <0.01% -4,646 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 391 $13.9K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 379 $13.5K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 350 $12.5K <0.01% +3 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 288 $10.3K <0.01% +287 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $8.91K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 250 $8.91K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 246 $8.77K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 200 $7.13K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 121 $4.3K <0.01% +2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 85 $2.55K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 70 $2.5K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 70 $2.5K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 20 $713 <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2 $73 <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 0 $11 <0.01% -285 13F-HR Timeline Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. 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.