ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 289,348 $12.9M 0.03% +41,331 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 287,121 $12.8M 0.03% +564 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 285,828 $12.7M 0.01% +118,147 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 277,593 $12.3M <0.01% +115,069 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 237,097 $10.5M <0.01% -8,936 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 174,161 $7.74M 0.01% -23,049 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 155,085 $6.89M 1.4% -3,716 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 154,409 $6.86M 1.97% -1,676 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 151,669 $6.74M <0.01% +1,571 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 119,640 $5.31M 0.01% +2,658 13F-HR/A Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 116,678 $5.18M 0.06% -80,451 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 108,470 $4.82M 0.01% -59,246 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 103,645 $4.6M 1.27% -2,915 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 99,379 $4.41M -4,991 Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 98,108 $4.36M 1.64% -500 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 82,164 $3.65M 0.01% -4,597 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 81,862 $3.64M 0.29% +13,257 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 75,999 $3.38M <0.01% -14,538 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 51,728 $2.3M 0.34% -3,302 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 51,611 $2.29M 0.01% +775 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 46,895 $2.08M 0.03% +951 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 38,154 $1.69M 0.52% -2,438 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 34,859 $1.55M 0.26% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 34,179 $1.52M 0.01% -2,670 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 32,318 $1.44M <0.01% -126 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 32,274 $1.43M 1.11% -16,350 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 31,962 $1.42M 0.09% -104 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 30,348 $1.35M 0.86% -139 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 30,276 $1.34M 0.08% +3,528 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 29,235 $1.3M 0.02% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 28,915 $1.28M 0.01% -21 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 26,556 $1.18M 0.01% -1,275 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 26,395 $1.17M 0.37% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 26,157 $1.16M 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 26,066 $1.16M <0.01% -251 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 24,447 $1.09M 0.55% -3,430 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 24,172 $1.07M 0.06% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,903 $1.02M 0.02% -272 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,888 $972K <0.01% -2,006 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 21,599 $959K 0.02% +9,161 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 20,780 $923K 0.14% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,036 $890K 0.02% -3,097 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 18,500 $824K 0.09% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 18,476 $821K 0.12% -1,412 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 18,146 $806K <0.01% +2,486 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 17,865 $794K 0.06% -572 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 17,455 $775K 0.41% +1,223 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 16,426 $730K 0.2% -2,821 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,400 $728K 0.03% +485 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,066 $714K 0.02% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 15,441 $686K 0.01% +1,833 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 14,587 $648K 0.16% -168 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 14,409 $640K 0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 14,253 $633K <0.01% +265 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 13,946 $619K 0.38% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,837 $615K 0.03% -113 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 13,677 $608K 0.39% -120 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 13,089 $581K 0.02% -7,805 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,061 $536K 0.03% -1,747 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,757 $522K 0.01% -1,461 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 11,619 $516K 0.1% -40 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,545 $513K <0.01% +2,038 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 11,020 $490K 0.07% 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,946 $486K 0.15% -515 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 10,932 $486K 0.05% -1,126 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,911 $485K 0.06% +560 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 10,793 $479K 0.16% -2,758 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,655 $473K 0.02% -1,180 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,541 $468K 0.01% +228 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10,153 $451K 0.15% -256 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 10,000 $444K 0.23% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 9,812 $436K 0.24% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,514 $423K <0.01% -484 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,411 $418K 0.01% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,381 $417K 0.02% -645 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,371 $416K 0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,270 $412K <0.01% 0 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,794 $391K 0.03% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,712 $387K +373 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,167 $363K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,084 $359K <0.01% +255 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,000 $355K <0.01% new 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,863 $349K 0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 7,811 $347K 0.04% -15 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,729 $343K 0.01% -77 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,321 $326K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,278 $323K <0.01% -50 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,009 $311K <0.01% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,805 $302K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,805 $302K 0.01% 0 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 6,603 $294K 0.25% -466 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,577 $292K 0.02% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,459 $287K 0.04% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,425 $285K 0.02% +1,706 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,416 $285K 0.04% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,825 $259K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,710 $254K 0.01% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,509 $245K 0.03% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 5,297 $235K 0.25% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,180 $230K 0.03% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,075 $225K 0.06% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,063 $225K 0.01% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,000 $222K 0.05% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,000 $222K 0.02% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,729 $210K 0.05% -200 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,718 $210K 0.01% -25 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,700 $209K 0.01% -50 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,450 $198K 0.14% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,366 $194K <0.01% -1,688 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,155 $185K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,215 $143K 0.08% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,000 $133K <0.01% +500 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,691 $120K <0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 2,627 $117K 0.06% -4,596 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,572 $114K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,411 $107K <0.01% 0 13F-HR/A Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,342 $104K <0.01% 0 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,000 $88.8K 0.06% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,891 $84K <0.01% +324 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,143 $50.8K 0.03% 0 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/ 976 $43.4K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 900 $40K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 762 $33.8K <0.01% +262 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 713 $31.7K <0.01% -3,892 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 600 $26.7K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 458 $20.3K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 250 $11.1K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 220 $9.77K <0.01% -114 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 60 $2.67K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 41 $1.82K <0.01% new 13F-HR Timeline