LPL Financial LLC More: the full row for LPL Financial LLC 212,599 $18.1M 0.01% +94,050 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 159,514 $13.6M 3.04% -4,920 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 125,979 $10.7M 1.14% -305 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 117,244 $9.99M 2.03% +15,532 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 98,293 $8.37M 0.1% +5,475 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 85,754 $7.31M <0.01% -5,247 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 90,867 $7.22M 3.11% -2,538 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 68,560 $5.84M 0.35% -1,400 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 68,328 $5.82M 0.11% +1,277 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 58,023 $4.94M <0.01% +14,507 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 52,509 $4.47M <0.01% +3,005 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 48,868 $4.16M 1.87% +1,791 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/ 48,068 $4.1M <0.01% +2,991 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 44,532 $3.79M 0.01% +33,154 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 41,233 $3.51M 0.01% -48,427 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 41,066 $3.5M 0.01% +9,803 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 36,025 $2.99M 0.1% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 31,664 $2.7M 0.12% +331 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 28,674 $2.44M 0.18% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 27,232 $2.32M 0.09% +1,197 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 26,240 $2.24M <0.01% -2,364 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 25,653 $2.19M 0.02% +524 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 24,101 $2.05M 0.08% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 20,829 $1.77M 0.23% +118 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 16,036 $1.37M 0.36% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 15,785 $1.34M <0.01% +1,709 13F-HR/A Timeline Group PFG Advisors More: the full row for PFG Advisors 14,060 $1.2M 0.07% +531 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,816 $1.18M 0.03% +504 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 13,822 $1.18M 0.06% +510 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 13,649 $1.16M 0.01% +7,647 13F-HR Timeline SUMMIT INVESTMENT ADVISORS, INC. More: the full row for SUMMIT INVESTMENT ADVISORS, INC. 13,752 $1.16M 1.03% +3,100 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. 13,150 $1.12M 0.02% -5,103 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 12,291 $1.05M 0.49% -720 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,057 $1.03M <0.01% +7,971 13F-HR Timeline Group Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 11,916 $1.02M 0.02% +1,017 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 11,673 $995K 0.12% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 10,475 $892K <0.01% +5,480 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,110 $776K 0.01% +3,761 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,527 $727K 0.02% +513 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,470 $721K <0.01% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 8,458 $721K 0.08% +5,303 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,204 $699K 0.01% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,069 $688K 0.04% +1,988 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,731 $659K <0.01% +1,134 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,308 $623K 0.05% +2,114 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,193 $613K 0.13% +2,691 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 6,844 $583K 0.33% -577 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,783 $578K 0.1% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,955 $507K <0.01% +1,454 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,986 $425K <0.01% +470 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,953 $422K <0.01% new 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,665 $397K 0.03% +1,395 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,121 $351K 0.03% -742 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 4,076 $347K 0.21% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,976 $339K <0.01% +107 13F-HR Timeline Group Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,965 $338K 0.34% 0 13F-HR/A Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,769 $321K 0.05% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,550 $302K <0.01% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 3,548 $302K 0.23% -6,388 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,405 $294K 0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 3,200 $273K 0.07% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,555 $218K 0.01% +19 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,553 $218K <0.01% -4,625 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,479 $211K 0.01% +124 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,413 $206K 0.01% -183 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,019 $174K 0.06% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,366 $116K 0.04% +383 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,194 $102K <0.01% +365 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,125 $95.8K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 974 $78.8K <0.01% +30 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 482 $41.1K 0.01% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 377 $32.1K <0.01% +195 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 292 $24K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 225 $19.2K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 186 $15.8K <0.01% -53 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 131 $11.2K <0.01% +1 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 130 $11.1K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 112 $9.56K <0.01% -14 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 100 $8.52K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 100 $8.52K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 86 $7.31K <0.01% +1 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 54 $5K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 55 $4.69K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14 $1.19K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7 $596 <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5 $426 <0.01% -285 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3 $256 <0.01% -6 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $45 <0.01% +1 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. 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.