LPL Financial LLC More: the full row for LPL Financial LLC 298,571 $25.6M 0.01% +29,836 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 174,313 $14.9M 1.26% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 146,471 $12.5M 2.21% +15,723 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 121,923 $10.4M 1.51% +10,530 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 102,534 $8.78M <0.01% +42,071 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 97,272 $8.41M 2.22% +73 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 88,462 $7.57M <0.01% +28,353 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 82,463 $7.06M <0.01% -1,411 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 77,514 $6.64M 0.34% +1,424 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 68,235 $5.86M 0.28% -1,368 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 59,765 $5.12M 0.06% -9,171 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 59,161 $5.11M 0.2% -9,704 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 53,194 $4.55M 2.69% +13,374 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 50,526 $4.33M 0.35% -1,544 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 47,453 $4.07M 0.22% +2,289 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 42,632 $3.65M 0.01% +2,867 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 42,609 $3.65M 0.01% -5,812 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 39,239 $3.36M <0.01% -1,982 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 37,625 $3.22M 0.35% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 32,695 $2.8M 0.1% +2,068 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 31,720 $2.72M 0.14% +7,666 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 31,239 $2.65M 0.51% -1,320 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 28,390 $2.45M 0.14% +2,290 13F-HR/A Timeline AXS Investments LLC More: the full row for AXS Investments LLC 28,387 $2.43M 0.98% +10,091 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 28,105 $2.41M 1.57% +7,291 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 27,344 $2.34M 0.01% +1,965 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 25,771 $2.21M <0.01% +844 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,079 $1.89M <0.01% +15,065 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 21,199 $1.8M 0.16% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 19,385 $1.68M 0.02% -745 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 18,914 $1.62M <0.01% +1,121 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 15,768 $1.35M 0.52% +1,352 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,043 $1.12M <0.01% -20,417 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,014 $1.11M 0.03% +10,448 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 12,984 $1.11M 0.13% -531 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,275 $1.05M <0.01% +398 13F-HR Timeline Group Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 11,901 $1.02M 0.01% +124 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,815 $1.02M 0.01% +1,171 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 11,637 $996K 0.05% -929 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,420 $978K 0.1% +1,886 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 11,042 $945K 0.33% -7,211 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,974 $940K 0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,786 $923K <0.01% -421 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,040 $859K 0.11% -372 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 9,335 $799K 0.07% -17,504 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,193 $787K 0.02% -35 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,806 $583K 0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,537 $560K 0.01% +947 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,236 $534K 0.04% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,200 $531K 0.01% -800 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,782 $495K <0.01% -1,125 13F-HR Timeline Group Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,428 $465K 0.37% +2,998 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,229 $448K 0.01% +1,909 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,891 $419K 0.04% +1,527 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 4,189 $362K 0.17% +1,058 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 4,189 $359K 0.05% -4,873 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,937 $337K 0.02% -2,198 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,893 $333K 0.02% -380 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,742 $320K 0.02% -99 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 3,578 $306K 0.15% +1,025 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,417 $293K <0.01% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,376 $291K +25 Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 3,366 $288K 3.23% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 3,029 $259K 0.3% -1,946 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,027 $259K <0.01% -1,582 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 3,015 $258K 0.02% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,749 $235K 0.05% +23 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,700 $231K 0.01% -1,693 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,447 $210K 0.01% +22 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 2,346 $202K 0.1% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2,054 $176K 0.05% +83 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,821 $156K 0.02% -3,027 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,250 $107K <0.01% 0 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,125 $96.3K <0.01% -4 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,110 $95K <0.01% -392 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 609 $52K <0.01% +555 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 419 $35.9K <0.01% -13 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 403 $34.5K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 313 $26.8K <0.01% +3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 308 $26.4K <0.01% -50 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 305 $26.1K 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 $25.7K <0.01% new 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 251 $21.5K 0.01% +166 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 240 $20.5K <0.01% -12 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 225 $19.3K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 199 $17K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 153 $13.1K <0.01% -13 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% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 100 $8.56K <0.01% -13 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 100 $8.56K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 55 $4.71K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 34 $2.91K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 28 $2.4K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 27 $2.31K <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 13 $1.14K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 12 $951 <0.01% +1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 11 $942 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7 $599 <0.01% -9 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4 $342 <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3 $257 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3 $242 <0.01% -147 13F-HR/A Timeline Group