LPL Financial LLC More: the full row for LPL Financial LLC 1,834,895 $64.9M 0.02% +119,211 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,209,649 $42.8M 0.03% +87,822 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,094,138 $38.7M 0.07% +941,628 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 862,647 $30.5M 0.85% +28,126 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 821,923 $29.1M 8.46% +1,541 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 667,747 $23.6M <0.01% +43,369 13F-HR Timeline Group Berkeley, Inc More: the full row for Berkeley, Inc 657,823 $23.3M 7.81% +38,337 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 530,767 $18.8M 0.02% -13,772 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 460,531 $16.3M 0.02% +236,399 13F-HR Timeline Group Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 393,759 $13.9M 4.91% +30,615 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 369,816 $13.1M 5.52% +11,527 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 315,309 $11.2M 0.83% -5,312 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 284,188 $10.1M 0.01% +260,194 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 239,550 $8.47M 2.16% -473 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 238,118 $8.42M <0.01% +11,235 13F-HR Timeline Group Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 236,545 $8.37M 2.77% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 223,575 $7.91M 0.86% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 218,576 $7.73M 0.08% +14,467 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/ 215,304 $7.62M <0.01% +147,989 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 214,430 $7.58M 1.11% +37,869 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 157,505 $5.57M 0.28% +1,220 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 139,643 $4.94M 0.84% +5,576 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 126,066 $4.46M 0.01% +33,908 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 119,751 $4.24M <0.01% +2,313 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 113,830 $4.03M 0.06% +81,922 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 111,369 $3.94M 0.27% -6,685 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 92,730 $3.28M <0.01% +5,469 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 91,049 $3.14M <0.01% +25,618 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 89,712 $3.07M <0.01% +31,446 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 77,555 $2.74M <0.01% -261 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 65,988 $2.33M 0.31% -976 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 58,956 $2.09M <0.01% +617 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 55,907 $1.98M 0.01% +15,895 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 33,635 $1.89M 0.21% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 51,666 $1.83M 0.07% +17,504 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 51,573 $1.82M 0.26% +2,936 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 49,473 $1.75M 0.11% +1,603 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 45,703 $1.62M 0.1% +5 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 40,598 $1.45M <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 38,524 $1.36M 0.01% +17,022 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 37,488 $1.33M 0.86% +6,809 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 35,106 $1.24M 0.6% +2,939 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 28,644 $1.01M +4,541 Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 28,181 $997K 0.65% -262 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 27,757 $982K 0.09% -303 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,606 $941K <0.01% -961 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 26,553 $939K 0.01% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 24,986 $884K 0.5% -541,034 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 24,810 $878K 0.01% -530 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 22,290 $788K 0.32% new 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 21,447 $759K 0.39% -19,271 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 20,761 $734K 0.36% -38 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 18,029 $638K <0.01% +108 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 17,919 $634K 0.35% +298 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,653 $624K <0.01% +223 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 17,357 $614K 0.22% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 16,581 $583K 0.06% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,663 $519K <0.01% -13,265 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,431 $475K 0.01% +4,788 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 7,543 $414K 0.05% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,580 $410K <0.01% +29 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 11,310 $400K +723 Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 11,210 $397K 0.02% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,424 $369K <0.01% -5,225 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 10,345 $366K 0.2% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 10,024 $355K 0.04% +11 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,868 $349K 0.06% +536 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,090 $322K <0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,021 $317K <0.01% +1,683 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,665 $306K <0.01% +1,180 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 8,627 $305K 0.23% new 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 8,347 $295K 0.22% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 7,932 $281K 0.08% -256 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 7,949 $280K <0.01% -751 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 7,836 $277K 0.05% 0 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 7,794 $276K 0.23% +228 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,473 $270K <0.01% -166 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 6,962 $246K 0.04% +47 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,670 $236K 0.01% -4,866 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,607 $234K <0.01% new 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,373 $225K 0.04% -3 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,320 $224K 0.01% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,314 $223K 0.02% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,248 $221K 0.01% -384 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 6,191 $219K 0.21% +5 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,101 $216K <0.01% +733 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,099 $216K 0.03% -549 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 5,998 $212K 0.03% +10 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,390 $210K 0.02% -761 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,500 $195K <0.01% +968 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,902 $173K 0.05% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,220 $149K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,209 $149K 0.01% +116 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,835 $136K 0.01% +78 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,801 $134K 0.02% +9 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,618 $92.6K <0.01% +1,161 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,100 $74.3K 0.01% -450 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,092 $38.6K 0.01% +225 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 1,543 $36.8K 0.02% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 946 $33.5K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 741 $26.2K <0.01% +740 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 617 $21.8K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 418 $14.8K 0.01% +121 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 405 $14.3K 0.01% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 335 $11.8K <0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 335 $11.8K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 277 $9.8K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 200 $7.07K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 165 $5.84K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 155 $5.48K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 152 $5.38K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 138 $4.88K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 78 $2.76K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 64 $2.26K <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 $1.88K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 44 $1.56K <0.01% -676 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 37 $1.31K <0.01% 0 13F-HR Timeline