Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,784,732 $179M 6.2% +308,899 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,418,567 $165M 0.05% +513,117 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/ 1,629,671 $60.8M <0.01% +109,765 13F-HR/A Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,412,767 $52.7M 1.54% +77,018 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,090,174 $40.7M 0.12% +259,683 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 989,769 $36.9M 0.21% +77,370 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 880,532 $32.9M 0.04% +243,821 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 864,934 $32.3M 4.45% -12,274 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 859,037 $32.1M 0.01% +106,489 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 707,015 $26.4M 8.73% +28,311 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 701,311 $26.2M +24,920 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 699,613 $26.1M 0.12% +15,849 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 619,892 $23.1M 0.02% -114,581 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 579,521 $21.6M 5.64% +111,385 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 562,076 $21M 0.01% +521,110 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 516,190 $19.3M 1.29% +162,397 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 447,463 $16.7M 0.73% +43,156 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 400,000 $14.9M 0.02% +18,978 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 383,768 $14.3M 0.02% -49,040 13F-HR Timeline Group AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 366,104 $13.7M 3.36% +62,981 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 356,384 $13.3M 2.69% +2,298 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 327,835 $12.2M <0.01% +66,812 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 295,072 $11M 0.01% +52,626 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 270,920 $10.1M 0.03% +42,078 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 253,095 $9.44M 1.76% +3,411 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 221,829 $8.28M <0.01% +11,004 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 207,399 $7.74M <0.01% +193,004 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 194,382 $7.25M 0.06% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 179,449 $6.7M 0.86% +39,462 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 170,326 $6.35M 0.05% +33,974 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 160,016 $5.97M <0.01% +86,722 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 156,803 $5.81M <0.01% +36,730 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 146,112 $5.45M 0.01% -28,504 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 143,841 $5.37M 0.03% +1,911 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 139,074 $5.19M 0.13% -1,099 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 138,033 $5.15M 0.32% +6,055 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 135,217 $5.04M 0.01% +17,878 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 133,508 $4.98M 2.6% +19,285 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 126,677 $4.73M 1.6% -483 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 124,794 $4.66M <0.01% +33,083 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 119,490 $4.46M 2.59% +16 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 118,365 $4.42M 0.02% +21,259 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 113,792 $4.25M 3.19% +2,323 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 111,234 $4.15M 1.18% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 107,750 $4.09M 0.09% +1,418 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 108,341 $3.98M 0.01% +887 13F-HR Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 105,834 $3.95M 1.55% -1,585 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 94,619 $3.52M 0.22% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 87,605 $3.27M 0.15% +5,934 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 79,476 $2.97M 0.02% +23,236 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 74,167 $2.77M 0.03% +14,287 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 72,733 $2.71M 0.07% +3,078 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 66,042 $2.46M 0.01% +12,498 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 62,261 $2.32M 0.26% +17,008 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 58,604 $2.19M 0.05% +4,323 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 57,461 $2.14M 0.56% +9,742 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 54,331 $2.03M 0.97% +19,820 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 53,841 $2.01M 0.24% -4,760 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 45,733 $1.73M 0.95% -1,861 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 45,000 $1.68M 0.72% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 42,487 $1.59M 0.01% -3,416 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 42,153 $1.57M 0.03% +3,936 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 40,351 $1.51M 0.3% -72 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 38,936 $1.45M 0.06% +4,325 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 38,154 $1.42M 0.57% +7,825 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 36,567 $1.36M 0.5% -749 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 32,865 $1.23M 0.03% +2,424 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. 29,000 $1.08M 0.02% +8,384 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 26,473 $988K 0.01% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 26,384 $984K 0.05% +277 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 26,113 $974K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 24,532 $915K +1,080 Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 24,448 $912K <0.01% -333 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 23,370 $872K 0.03% +116 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 22,520 $840K 0.01% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 22,106 $825K 0.18% +88 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 22,042 $822K 0.47% +2,574 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 21,767 $812K 0.14% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 20,295 $757K 0.07% -253 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 20,024 $747K 0.18% -1,763 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,300 $720K 0.01% +4 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 18,429 $688K 0.08% +1,633 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,855 $554K 0.03% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,103 $489K <0.01% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 12,774 $477K 0.27% +1,060 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,432 $464K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,607 $433K 0.02% -1,539 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 11,489 $429K <0.01% 0 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,377 $387K <0.01% +2,149 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 10,106 $377K <0.01% +709 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,859 $368K 0.01% +3,916 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 8,832 $330K 0.26% +1,391 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,824 $329K 0.01% +727 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 8,745 $326K <0.01% -3,422 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,673 $324K 0.03% +747 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,659 $323K 0.14% +559 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 7,991 $298K 0.08% -4,619 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,947 $297K 0.16% +188 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,946 $296K <0.01% +4,338 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 7,921 $296K 0.09% +3,362 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 7,720 $296K 0.15% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,575 $283K 0.09% +420 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,934 $259K 0.01% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 6,667 $249K 0.18% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,265 $234K <0.01% +736 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 6,240 $233K <0.01% +76 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,157 $230K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,945 $222K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,894 $220K <0.01% +52 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,771 $215K 0.01% -42 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,717 $213K 0.02% -1,048 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 5,522 $211K <0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,609 $209K <0.01% new 13F-HR Timeline Group Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,531 $206K 0.12% -5,742 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,500 $205K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,291 $197K 0.02% +15 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,574 $171K <0.01% +3,952 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,869 $144K <0.01% -2,904 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,130 $117K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,010 $112K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,960 $110K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,950 $72.8K 0.02% +4 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,723 $64.3K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,592 $59.4K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,382 $51.6K <0.01% +991 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,316 $49.1K 0.05% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,300 $48.5K <0.01% -663 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,208 $45.1K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 959 $35.8K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 850 $31.7K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 832 $31K <0.01% +544 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 773 $28.8K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 715 $26.7K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 661 $24.6K <0.01% +576 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 600 $22.4K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 379 $14.1K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 326 $12.2K <0.01% -24 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $9.33K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 250 $9.33K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 246 $9.18K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 200 $7.46K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 121 $4.53K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 90 $3.36K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 70 $2.61K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 62 $2.31K <0.01% -812 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 20 $747 <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2 $77 <0.01% 0 13F-HR Timeline 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.