LPL Financial LLC More: the full row for LPL Financial LLC 1,929,261 $84.3M 0.02% +94,366 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,341,835 $58.7M 0.03% +132,186 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 830,442 $36.3M 9.33% +8,519 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 827,604 $36.2M 0.86% -35,043 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 682,386 $29.8M <0.01% +14,639 13F-HR Timeline Group Berkeley, Inc More: the full row for Berkeley, Inc 664,929 $29.1M 9.12% +7,106 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 542,925 $23.7M 2.03% +526,344 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 519,665 $22.7M 0.02% -11,102 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 515,296 $22.5M 0.03% +54,765 13F-HR Timeline Group Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 411,887 $18M 5.66% +18,128 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 377,231 $16.5M 5.94% +7,415 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 322,617 $14.1M 1.23% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 298,391 $13M 0.78% -16,918 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 261,428 $11.4M 3.23% +24,883 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 244,324 $10.7M 0.13% +130,494 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 239,408 $10.5M 2.43% -142 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/ 233,756 $10.2M <0.01% +18,452 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 230,779 $10.1M 0.09% +12,203 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 230,478 $10.1M <0.01% -7,640 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 217,494 $9.52M 1.34% -6,081 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 205,312 $8.97M 1.21% -9,118 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 160,463 $7.01M 0.01% -933,675 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 154,725 $6.76M 0.29% -2,780 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 146,855 $6.42M 0.01% +27,104 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 141,784 $6.2M 0.02% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 127,962 $5.59M 0.01% +1,896 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 113,106 $4.84M <0.01% +22,057 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 107,492 $4.7M 0.3% -3,877 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 94,855 $4.15M <0.01% +86,190 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 93,380 $4.08M 0.15% +41,714 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 90,548 $3.94M <0.01% +836 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 89,650 $3.92M <0.01% -3,080 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 77,555 $3.39M <0.01% 0 13F-HR Timeline Group Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 4,526 $3.33M 0.75% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 65,396 $2.86M 0.34% -592 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 60,800 $2.66M <0.01% +1,844 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 58,864 $2.57M <0.01% -225,324 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 55,032 $2.41M 0.01% -875 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 54,062 $2.36M 0.11% +4,589 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 53,221 $2.33M 0.28% +1,648 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 44,753 $1.96M 0.11% -950 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 42,916 $1.86M <0.01% +2,318 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 41,051 $1.79M 0.01% +2,527 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 37,942 $1.66M 0.67% +2,836 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 37,246 $1.63M 0.9% -242 13F-HR Timeline Wealth High Governance Asset Management… More: the full row for Wealth High Governance Asset Management Ltda. 35,100 $1.53M 0.16% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,904 $1.35M 0.01% +4,298 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 28,039 $1.23M 0.75% -142 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 27,732 $1.21M 0.1% -25 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 26,994 $1.18M -1,650 Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 24,874 $1.09M 0.68% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 24,854 $1.09M 0.54% -132 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 24,776 $1.08M 0.01% -34 13F-HR/A Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 22,052 $964K 0.44% +605 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 20,761 $907K 0.41% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 19,643 $859K 0.41% +1,724 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,744 $776K <0.01% +91 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 17,112 $748K <0.01% -917 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 17,107 $748K 0.22% -250 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 15,878 $694K <0.01% +1,215 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,032 $657K <0.01% +4,608 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 14,814 $648K <0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,631 $640K <0.01% +5,610 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,870 $563K 0.03% +6,200 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,428 $543K 0.01% -1,003 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 12,226 $534K <0.01% new 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 12,066 $527K 0.07% +2,198 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 11,941 $522K 0.35% +3,314 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 10,853 $474K -457 Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 10,732 $469K 0.17% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 10,529 $460K <0.01% new 13F-HR Timeline Group Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 10,345 $452K 0.21% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 10,029 $438K 0.04% +5 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,975 $392K <0.01% -115 13F-HR Timeline Group Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 8,347 $365K 0.23% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 8,109 $354K 0.1% +177 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,836 $343K 0.05% 0 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 7,678 $336K 0.24% -116 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 7,555 $330K 0.3% +1,364 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,329 $320K <0.01% +1,829 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 7,009 $306K 0.04% +47 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,760 $295K 0.01% +440 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 6,487 $283K <0.01% -1,462 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,373 $279K 0.05% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,135 $268K 0.04% +36 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,880 $257K 0.05% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,788 $253K 0.01% -460 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,744 $251K <0.01% -357 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,627 $246K 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 5,292 $231K <0.01% new 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 5,075 $222K 0.04% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,066 $221K 0.01% -6,144 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,768 $208K 0.05% -134 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,772 $207K 0.02% -618 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,683 $205K 0.01% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,648 $203K 0.02% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,220 $184K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,049 $177K 0.01% -160 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,913 $171K 0.02% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,810 $167K 0.02% +9 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,804 $166K 0.01% -31 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,743 $164K 0.05% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,653 $159K <0.01% -3,820 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,313 $145K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,618 $114K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,546 $111K <0.01% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,100 $91.8K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,280 $56K <0.01% +334 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,092 $49.8K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 617 $27K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 537 $23.5K 0.01% new 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 418 $18.3K 0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 405 $17.7K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 297 $13K <0.01% -38 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 165 $7.21K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 155 $6.78K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 152 $6.64K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 138 $6.03K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 78 $3.41K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 64 $2.8K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 53 $2.32K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $34 <0.01% -740 13F-HR Timeline Group