FMR LLC in group FMR LLC More: the full row for FMR LLC 9,237,629 $290M 0.02% -317,171 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,544,393 $79.7M 0.02% +2,524,924 13F-HR/A Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,886,630 $59.1M 2.21% +1,885,792 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,540,142 $48.3M 0.11% +1,491,272 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,149,285 $36M 8.41% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,120,684 $35.1M 0.05% +199,119 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,116,036 $35M 0.03% +626,670 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,082,328 $33.9M 0.01% +646,332 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 991,930 $31.1M 0.15% +939,308 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 679,793 $21.3M 0.01% +617,106 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 592,374 $18.6M 0.01% +340,836 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 464,696 $14.6M 2.65% +41,146 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 438,346 $13.7M 2.02% +28,023 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 278,675 $8.73M -30,178 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 244,938 $7.68M 0.01% -8,459 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 218,538 $6.85M <0.01% -103,385 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 188,245 $5.9M 0.03% 0 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 183,447 $5.75M 0.07% +78,113 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 181,747 $5.7M 0.02% +30,165 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 175,898 $5.51M 3.61% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 143,851 $4.51M 1.35% +72,580 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 134,831 $4.23M 0.01% +76,532 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 129,275 $4.05M 0.18% +106,355 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 121,834 $3.82M 0.28% +29,241 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 115,088 $3.61M 0.04% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 97,457 $3.05M 2.09% +4,026 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 86,158 $2.87M 2.2% -1,085 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 81,381 $2.55M 0.02% +12,205 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 78,554 $2.46M 0.01% +27,010 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 78,190 $2.45M 0.38% +77,992 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 77,895 $2.44M <0.01% new 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 77,045 $2.41M 0.19% -53,740 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 69,679 $2.18M 0.12% +21,294 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. 63,677 $2M 0.04% +10,011 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 59,442 $1.86M <0.01% +52,669 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 58,365 $1.83M 0.01% +13,586 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 56,680 $1.78M <0.01% +34,289 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 54,876 $1.72M 0.07% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 52,034 $1.63M 0.17% +18,167 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 50,750 $1.59M 0.05% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 45,505 $1.43M <0.01% +32,823 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 44,570 $1.4M 1.5% +17,721 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 41,268 $1.29M 0.28% +23,923 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 40,347 $1.26M 0.09% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 40,343 $1.26M -6 Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 40,024 $1.26M 0.99% -140 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 39,109 $1.23M 0.14% -116 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 35,246 $1.1M 0.01% +34,669 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 34,986 $1.1M 0.01% +9,222 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 31,500 $987K 0.05% +1,116 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 28,920 $906K 0.42% -62 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 22,432 $807K 0.74% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,091 $786K 0.01% +13,589 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 24,878 $780K <0.01% new 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 24,484 $767K 0.02% +84 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 22,549 $707K <0.01% new 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 21,762 $682K 0.06% +71 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 21,316 $668K 0.05% +73 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 20,543 $644K 0.04% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 20,519 $643K 0.06% -60 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,104 $536K <0.01% +579 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 16,740 $525K 0.04% +15,434 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 16,546 $519K 0.08% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 16,359 $513K 0.04% +69 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,288 $479K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 15,169 $475K <0.01% +371 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,517 $444K 0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 13,664 $428K <0.01% +1,457 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,487 $391K 0.01% +2,453 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,292 $385K <0.01% +680 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 12,284 $385K 0.07% +235 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,445 $359K 0.01% -1,911 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 11,097 $348K <0.01% +38 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,139 $318K <0.01% +164 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 10,033 $314K 0.09% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,494 $298K <0.01% +8,462 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,222 $289K 0.02% new 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 8,833 $277K 0.28% -523 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,136 $255K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,093 $254K <0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,069 $253K 0.01% +27 13F-HR/A Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 7,711 $242K 0.13% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,215 $226K 0.01% +1,665 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 7,104 $223K 0.2% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,808 $213K 0.01% -1,763 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,723 $211K <0.01% 0 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,700 $210K <0.01% +20 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,618 $207K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,467 $203K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,140 $161K <0.01% +17 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,932 $155K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,615 $145K <0.01% +1,803 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,569 $143K <0.01% +2,450 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,104 $129K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,493 $124K <0.01% +8 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3,922 $123K 0.05% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,912 $123K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 3,685 $115K <0.01% +1,010 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,200 $100K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,800 $87.8K 0.01% -1,041 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,794 $87.6K <0.01% +10 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,760 $86.5K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,736 $85.7K <0.01% +1,241 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,797 $59K 0.02% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,493 $46.8K 0.03% +5 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,421 $44.5K <0.01% new 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 1,280 $40.1K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,227 $38.1K <0.01% +5 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,216 $38.1K 0.02% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,183 $37.1K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,008 $31K 0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 928 $29.1K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 908 $28.5K <0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 898 $28.1K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 836 $26.2K <0.01% -319 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 648 $19.6K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 593 $18.6K 0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 500 $15.7K <0.01% +100 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 478 $15K <0.01% +2 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 464 $14.5K 0.02% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 431 $13.5K <0.01% +1 13F-HR Timeline Group CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 414 $13K 0.02% +1 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 410 $12.9K <0.01% +1 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 344 $10.8K <0.01% -646 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 333 $10.4K 0.01% +1 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 316 $10K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 311 $10K <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/ 182 $5.7K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 181 $5.67K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3 $90 <0.01% 0 13F-HR Timeline 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. Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 512,046 $16.3K -22,969 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.