FMR LLC in group FMR LLC More: the full row for FMR LLC 736,000 $21.1M <0.01% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 430,111 $12.3M 0.02% +375,458 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 288,766 $8.28M <0.01% -111,234 13F-HR/A Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 275,109 $7.89M 1.39% +3,161 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 234,336 $6.72M 0.08% new 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 220,339 $6.32M 1.05% +144,990 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 178,814 $5.13M 0.09% new 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 135,984 $3.9M new Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 107,794 $3.09M <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 97,074 $2.78M <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 74,570 $2.14M 0.01% +17,698 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 69,542 $1.99M 0.02% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 60,733 $1.74M <0.01% +24,847 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 40,945 $1.17M 0.16% new 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 38,967 $1.12M 0.47% 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 37,980 $1.09M 0.34% new 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 32,705 $938K 0.55% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 30,871 $885K 0.71% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 29,854 $856K 0.05% +15,904 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 27,319 $784K 0.01% +12,929 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 21,846 $627K 0.02% +17,924 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 17,420 $500K 0.02% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 15,562 $446K 0.07% +9,007 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,508 $416K <0.01% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,973 $403K 0.03% +4,790 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 13,900 $399K 0.07% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 12,724 $365K 0.14% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 11,239 $322K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,133 $296K 0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,844 $282K 0.02% new 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 8,523 $244K 0.17% -42 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,141 $147K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,400 $126K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,287 $65.6K <0.01% +2,000 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,626 $46.6K 0.04% +1,126 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,291 $37.1K <0.01% +20 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 506 $14.5K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 200 $5.74K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $14 <0.01% -12,919 13F-HR Timeline Group Amount filed as zero, left out of ratios.