ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 359,403 $31.1M 2.44% +185,090 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 342,515 $29.7M 0.01% +43,944 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 155,950 $13.5M 2.05% +9,479 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 142,205 $12.3M <0.01% +39,671 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 105,723 $9.16M 1.21% -16,200 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 103,948 $9M <0.01% +15,486 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 100,447 $8.7M 0.8% +62,822 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 100,087 $8.67M <0.01% +17,624 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 99,664 $8.63M 2.11% +2,392 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 89,782 $7.78M 0.36% +12,268 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for Blue Capital, Inc. 55,248 $4.79M 3.04% +27,143 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 54,724 $4.74M 0.15% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 51,715 $4.48M 0.05% -8,050 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 50,770 $4.4M 0.01% +8,138 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 49,416 $4.26M +46,040 Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 47,790 $4.15M 0.2% +337 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 38,870 $3.37M 0.16% +7,150 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 36,996 $3.2M 0.1% +4,301 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 32,978 $2.86M 0.2% -17,548 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 31,288 $2.71M 0.02% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 31,246 $2.71M 0.44% +7 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 29,308 $2.54M 0.13% +918 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 28,182 $2.44M 0.01% +838 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 26,930 $2.33M <0.01% +1,159 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 19,865 $1.72M 0.49% -8,522 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 19,482 $1.69M 0.01% +8,508 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 18,290 $1.58M 0.02% -1,095 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,745 $1.54M <0.01% -1,169 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 16,708 $1.45M 0.11% +7,373 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 16,091 $1.39M 0.49% +323 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,598 $1.26M 0.01% +2,783 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 12,916 $1.12M 0.11% -68 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 12,419 $1.08M 0.01% +518 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,637 $1.01M 0.09% +217 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 11,460 $993K 0.27% +418 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,072 $959K <0.01% +286 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,061 $958K <0.01% -1,982 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,870 $941K 0.1% +830 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 10,526 $912K 0.37% +6,948 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9,443 $818K 0.06% +6,428 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,774 $761K <0.01% +2,992 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,421 $729K <0.01% -13,658 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,103 $702K 0.01% -1,090 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 7,842 $679K 0.61% +2,414 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,976 $604K 0.01% +439 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,634 $575K 0.01% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,345 $549K 0.03% +109 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,200 $537K 0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,557 $481K 0.02% -6,080 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,550 $481K 0.01% +321 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 5,145 $446K 0.01% -16,054 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,128 $444K <0.01% +5,028 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,065 $439K <0.01% -1,741 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,829 $417K 0.18% +640 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,624 $401K 0.01% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,514 $391K 0.02% +621 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,010 $347K <0.01% +593 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,004 $347K 0.02% +67 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,849 $333K 0.05% -340 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,835 $332K 0.12% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,760 $326K <0.01% -8,515 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,191 $276K 0.01% -9,823 13F-HR Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 3,127 $271K 2.86% -239 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 3,059 $265K 0.22% +30 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,899 $251K 0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,778 $241K <0.01% -249 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,700 $234K 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,409 $209K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,316 $201K <0.01% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,315 $201K 0.02% new 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 2,160 $187K 0.04% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,933 $167K <0.01% +823 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,623 $141K <0.01% new 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 1,483 $128K 0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,250 $108K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,125 $97.4K <0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 999 $86.5K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 886 $76.8K 0.01% -935 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 609 $53K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 416 $36.1K <0.01% -3 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 383 $33.2K <0.01% +230 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 318 $27.6K <0.01% +5 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 305 $26.4K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 300 $26K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 290 $25.1K <0.01% -18 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 248 $21.5K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 243 $21K <0.01% +3 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 225 $19.5K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 199 $17.2K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 133 $11.5K 0.01% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 130 $11.3K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 124 $10.7K 0.01% -127 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 100 $8.66K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 28 $2.42K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 13 $1.16K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7 $606 <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7 $606 <0.01% -5 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $21 <0.01% -3 13F-HR Timeline Group Amount filed as zero, left out of ratios.