FMR LLC in group FMR LLC More: the full row for FMR LLC 14,736,106 $511M 0.03% +826,844 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,814,387 $62.9M 0.08% +9,849 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 949,124 $32.9M 9.04% +32,828 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 648,068 $22.5M 11.7% +21,757 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 582,791 $20.2M 0.01% +145,721 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 479,800 $16.6M 0.02% -80,846 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 252,050 $8.74M <0.01% +80,930 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 243,808 $8.45M 1.94% -9,535 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 232,327 $8.05M 0.01% +29,479 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 207,393 $7.19M 1.26% +13,864 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 206,524 $7.16M 0.03% +4,064 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 184,397 $6.39M <0.01% +98,380 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 141,318 $4.82M 0.12% -8,589 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 110,816 $3.84M 2.42% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 97,342 $3.37M 0.01% -9,302 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 86,704 $3.01M 1.28% +6,442 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 84,017 $2.91M 0.03% -57,310 13F-HR Timeline Group Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 79,229 $2.75M 1.81% +2,006 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 57,961 $2.01M <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 54,022 $1.87M 0.01% +49,815 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 48,631 $1.69M 0.11% -1,323 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 47,459 $1.64M 0.09% -614 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 46,201 $1.6M 0.01% +11,376 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 41,990 $1.46M 0.04% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 37,420 $1.3M 0.33% -217 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 34,146 $1.22M 0.62% +493 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 31,351 $1.09M 0.14% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 31,177 $1.08M <0.01% +21,732 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 29,810 $1.03M <0.01% +3,750 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 29,749 $1.03M <0.01% +10,104 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 28,343 $982K 0.22% -5,634 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 26,366 $914K <0.01% +16,540 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 25,528 $885K 0.1% +3,527 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,732 $823K <0.01% +2,806 13F-HR/A Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 22,871 $793K 0.1% +14 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 22,599 $783K 0.05% +2,240 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 20,952 $726K 0.01% -780 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 20,501 $711K 0.61% +85 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 20,377 $707K 0.46% +162 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,083 $696K <0.01% +3,906 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 20,019 $694K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,912 $655K 0.01% +2,012 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 18,729 $649K 0.05% +77 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 18,103 $627K 0.35% +524 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,008 $589K <0.01% +2 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 16,735 $580K 0.32% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 16,690 $578K <0.01% +11,315 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,688 $509K <0.01% +3,382 13F-HR/A Timeline Group Evansbrook LLC More: the full row for Evansbrook LLC 14,541 $504K 0.34% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13,680 $474K 0.12% +308 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,963 $449K 0.01% +13 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,801 $420K <0.01% +2,815 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,813 $409K <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,665 $404K <0.01% +2,304 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,662 $395K <0.01% +3,622 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,332 $393K <0.01% +2,266 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,922 $379K 0.01% +13 13F-HR Timeline Group Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 10,850 $376K 0.66% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,730 $372K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 9,735 $337K 0.3% -75 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 9,659 $335K 0.03% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,593 $332K <0.01% -56,714 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,347 $324K 0.01% -6,869 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,226 $320K <0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,662 $300K <0.01% +1,058 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 8,610 $298K 0.04% -262 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 8,491 $294K 0.12% +748 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,484 $294K <0.01% +929 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,327 $289K 0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,110 $281K <0.01% -44 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 7,595 $278K 0.1% -2,000 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,982 $277K 0.04% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,881 $273K 0.06% +33 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,852 $272K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,826 $271K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,784 $270K 0.01% +221 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 7,579 $263K 0.09% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,505 $260K 0.06% +31 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 7,453 $258K 0.06% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,261 $252K 0.02% new 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 7,020 $243K 0.16% +5 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,019 $243K 0.01% +22 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,954 $241K <0.01% +871 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,889 $239K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,631 $230K <0.01% -103 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 6,569 $228K 0.02% -233 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,306 $219K 0.02% new 13F-HR/A Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,183 $214K 0.04% -534 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,161 $214K <0.01% +25 13F-HR/A Timeline Group Aufman Associates Inc More: the full row for Aufman Associates Inc 6,133 $213K 0.11% 0 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,114 $212K +5,101 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,819 $202K <0.01% -732 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 5,658 $196K 0.09% +23 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,057 $175K 0.03% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,957 $172K <0.01% +4,204 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,576 $159K <0.01% +2,477 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 3,844 $133K 0.07% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,640 $126K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,584 $124K <0.01% +52 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,032 $105K <0.01% +12 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,825 $97.9K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,302 $79.8K <0.01% +1 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,301 $79.8K <0.01% +1,867 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 69,944 $69.9K 0.05% 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 1,964 $68.1K 0.03% +8 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,696 $58.8K <0.01% +7 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,537 $53.3K <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,482 $51.4K <0.01% +950 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,189 $41.2K <0.01% +902 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 919 $31.8K <0.01% 0 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 875 $30.6K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 761 $26.4K <0.01% -1,852 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 721 $25K 0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 703 $24.4K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 689 $23.9K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 661 $22.9K <0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 633 $21.9K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 629 $21.8K <0.01% +50 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 558 $19.3K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 500 $17.3K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 337 $11.7K <0.01% +57 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 333 $11.5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 325 $11.3K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 324 $11.2K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 299 $10K <0.01% +1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 286 $9.91K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 272 $9.43K <0.01% +145 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 272 $9.41K <0.01% +1 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 241 $8.35K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 236 $8K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 200 $6.95K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 198 $6.86K 0.01% 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 168 $5.82K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 118 $4.09K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 98 $3.41K <0.01% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 84 $2.91K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 84 $2.91K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 68 $2.36K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 47 $2K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 33 $1.14K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 32 $1.11K <0.01% new 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 23 $797 <0.01% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 20 $708 <0.01% +14 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 17 $589 <0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 12 $406 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2 $70 <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1 $43 <0.01% 0 13F-HR Timeline