LPL Financial LLC More: the full row for LPL Financial LLC 1,745,651 $87M 0.03% +434,712 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,673,352 $83.4M 0.1% +882,227 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,356,462 $67.6M 14.63% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 973,018 $48.5M 5.21% +91,749 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/ 769,371 $38.3M <0.01% new 13F-HR Timeline Group Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 501,313 $25M 7.68% +152,811 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 393,906 $19.6M new Timeline McCarthy & Cox More: the full row for McCarthy & Cox 389,310 $19.4M 5.08% +46,967 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 362,355 $18.1M <0.01% +259,048 13F-HR/A Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 340,501 $17M 11.39% -29,294 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 276,514 $13.8M 5.98% +75,109 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 273,625 $13.6M <0.01% new 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 207,975 $10.4M 2.39% -12,649 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 189,347 $9.43M 2.02% +64,586 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 172,332 $8.59M 1.31% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 162,054 $8.07M 0.07% +102,316 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 134,457 $6.7M 0.01% +94,891 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 128,534 $6.4M 0.14% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 115,986 $5.78M 0.01% +18,495 13F-HR/A Timeline Group Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 114,551 $5.71M 1.81% +10,651 13F-HR Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 102,810 $5.12M 4.13% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 93,069 $4.64M 1.17% +55,769 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,429 $4.52M 1.18% -15,938 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 83,932 $4.18M 3.09% +4,323 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 83,516 $4.16M 0.1% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 80,443 $4.01M 0.09% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 78,344 $3.9M 0.22% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 78,224 $3.9M 0.01% -330,056 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 76,885 $3.83M 1.52% -6,322 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 74,372 $3.71M 0.08% +3,812 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 72,754 $3.62M 0.28% +17,000 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 62,901 $3.13M 2.86% +7,697 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 58,625 $2.92M 0.02% +11,602 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 57,475 $2.87M <0.01% +13,767 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 56,478 $2.81M 2.27% +21,334 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 55,982 $2.79M 1.81% +3,284 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 55,166 $2.75M 0.74% +998 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 54,965 $2.74M <0.01% +7,996 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 50,765 $2.53M 0.01% +7,858 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 50,607 $2.49M 0.04% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 49,229 $2.45M 1.04% +4,150 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 48,711 $2.43M 0.18% +1,232 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 48,368 $2.41M <0.01% new 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 47,654 $2.37M 1.49% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 45,528 $2.27M <0.01% -44,793 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 43,522 $2.17M 0.05% +20,358 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 42,685 $2.13M 0.41% +37,423 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 41,984 $2.09M 0.4% +4,236 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 41,032 $2.04M 1.64% -52,836 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 40,318 $2.01M 0.34% +15,986 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 39,494 $1.97M <0.01% +3,406 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 38,133 $1.9M 0.12% -1,884 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 34,857 $1.74M <0.01% new 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 33,558 $1.67M 0.03% +13,404 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 31,663 $1.58M <0.01% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 31,430 $1.57M 0.06% +16,423 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 29,782 $1.5M 0.35% +4,446 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 27,884 $1.39M new Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 27,592 $1.37M 0.03% 0 13F-HR Timeline Group Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 26,756 $1.33M 0.45% new 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 26,140 $1.3M 0.83% +2,075 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 25,766 $1.28M <0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 25,460 $1.27M 1.32% -3,590 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 24,811 $1.24M 0.95% -643 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 24,788 $1.23M 0.01% new 13F-HR Timeline Group Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 24,733 $1.23M 0.44% +1,668 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 24,118 $1.2M 0.58% +20 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 23,174 $1.15M 0.01% -43,175 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 21,791 $1.09M 0.68% +4,175 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 19,127 $955K 0.17% +601 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 18,435 $918K 0.16% -910 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 17,738 $884K 0.04% -4,312 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 17,646 $879K 0.02% +78 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 16,757 $835K 0.22% +11,006 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 15,989 $797K 0.13% -5 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 15,360 $765K 0.65% +1,026 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,961 $745K <0.01% -67,031 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 14,666 $731K 0.12% +849 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 14,443 $720K 0.53% -1,574 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 13,820 $688K 0.22% -6,689 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 13,499 $673K 0.18% +799 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 13,384 $667K 0.12% new 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,304 $663K 0.03% new 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. 13,130 $654K 0.01% +5,582 13F-HR Timeline Group Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 12,980 $647K 0.49% +10,680 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 12,984 $647K 0.14% +1,101 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 12,871 $641K 0.16% +373 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,678 $632K <0.01% new 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,232 $609K <0.01% +3,280 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 12,050 $600K 0.04% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 11,557 $576K 0.02% +7,054 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 11,546 $575K 0.02% +1,003 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,137 $565K 0.11% -1,831 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,420 $519K 0.02% -863 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,367 $516K 0.06% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,031 $500K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,680 $482K 0.01% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,982 $447K 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,931 $445K <0.01% -48,972 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,659 $431K 0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,601 $428K <0.01% +1,856 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 7,910 $394K 0.04% +1,500 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 7,533 $375K 0.21% +7,233 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,470 $372K 0.07% +220 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 7,465 $372K 0.06% +850 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 7,262 $362K 0.12% +281 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,967 $347K <0.01% new 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,850 $341K 0.04% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6,815 $340K 0.06% +1,300 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 6,809 $339K 0.08% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,781 $338K 0.01% +559 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,766 $337K 0.05% +2,071 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,280 $313K 0.02% -400 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 5,889 $300K 0.15% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,888 $293K 0.06% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,820 $290K 0.21% -2,460 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,755 $287K 0.05% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,681 $283K 0.02% +42 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 5,540 $276K 0.12% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 5,820 $271K 0.03% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,481 $271K 0.16% -404 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,313 $265K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,299 $264K <0.01% -200 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,205 $259K 0.2% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,618 $232K 0.04% new 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,445 $221K <0.01% new 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,396 $219K 0.01% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 4,300 $214K <0.01% new 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,288 $214K 0.11% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,277 $213K <0.01% -1,703 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 4,270 $213K 0.15% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,225 $210K 0.01% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,108 $205K 0.03% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,631 $181K <0.01% +1,256 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 3,189 $159K 0.03% -1,423 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,040 $151K 0.02% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,500 $125K <0.01% +1,150 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,100 $54.8K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 200 $9.93K <0.01% new 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 185 $9.22K 0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 135 $6.73K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 32 $1.59K <0.01% 0 13F-HR Timeline Group 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.