Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,921,776 $95.1M 0.71% +631,525 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,896,977 $70.3M 0.02% +369,289 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,674,126 $64.8M <0.01% +381,693 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,463,671 $59.7M 0.4% +306,067 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,129,632 $51.6M 0.79% +258,386 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,861,458 $45.1M 0.42% -179,333 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,354,996 $32.9M 0.39% +270,567 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,132,001 $27.5M 0.72% +137,249 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 965,914 $23.4M 0.03% +145,564 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 507,001 $12.3M -107,648 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 481,235 $11.7M 0.07% +228,297 13F-HR/A Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 391,176 $9.49M 0.45% -118,165 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 387,172 $9.39M 0.01% +50,359 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 329,844 $8M 0.02% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 277,765 $6.74M 0.01% +70,931 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 274,022 $6.65M 0.77% +105,142 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 244,206 $5.92M 3.11% -37,676 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 232,920 $5.65M 1.77% +108,997 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 232,339 $5.63M 0.04% +231,305 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 225,374 $5.47M 1.16% -3,990 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 174,726 $4.24M 0.64% +13,498 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 170,000 $4.12M 1.69% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 166,220 $4.03M 0.04% new 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 145,722 $3.53M 1.21% +17,887 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 142,620 $3.46M 0.18% +2,351 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 142,128 $3.45M 0.01% +85,750 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 129,128 $3.13M 0.54% +132 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 122,259 $2.96M 0.06% +1,433 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 118,482 $2.82M new Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 115,952 $2.81M 0.88% +14,738 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 112,886 $2.74M 2.32% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 108,067 $2.62M 0.04% +19,119 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 105,011 $2.55M 0.01% +24,898 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 90,967 $2.21M 0.1% +3,018 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 83,562 $2.03M <0.01% -163,654 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 83,177 $2.02M <0.01% +83 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 80,965 $1.96M <0.01% -1,991 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 80,637 $1.96M 0.04% +21,183 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 75,367 $1.83M 0.17% +69,369 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 72,546 $1.76M 0.37% +2,256 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 66,878 $1.62M 0.15% +56,717 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 64,428 $1.56M <0.01% -5,206 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 63,485 $1.53M 0.02% +6,507 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 62,960 $1.53M 0.04% +5,630 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 62,166 $1.51M 0.14% +5,769 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 62,077 $1.51M 0.15% +42,587 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 59,636 $1.45M 0.37% +738 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 50,807 $1.23M <0.01% new 13F-HR Timeline Group Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 49,926 $1.21M 0.29% +20 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 49,463 $1.2M 0.14% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 48,091 $1.17M <0.01% new 13F-HR Timeline Group SimpliFi, Inc. More: the full row for SimpliFi, Inc. 44,856 $1.09M 0.43% +369 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 43,113 $1.05M <0.01% -47 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 40,454 $981K 0.54% +14,871 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 39,580 $960K 0.18% -165 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 38,780 $940K 0.3% -2,687 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 37,932 $920K 0.09% new 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 37,937 $911K 0.48% +13,077 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 35,653 $865K 0.05% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 34,848 $845K <0.01% +5,995 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 34,083 $827K <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 29,630 $719K <0.01% -13,546 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 29,086 $705K <0.01% -923 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 28,810 $699K 0.02% +15,054 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 25,754 $625K 0.03% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 25,311 $614K 0.05% +8,059 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 25,132 $606K 0.24% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 24,793 $597K 0.03% new 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 23,066 $559K +10,660 Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 21,337 $517K 0.11% new 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 20,804 $505K 0.3% -5,777 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 19,993 $485K 0.05% +32 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 19,822 $481K 0.1% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,388 $422K <0.01% -11,924 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,119 $415K 0.02% +15,621 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 15,418 $374K 0.04% -100 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 15,300 $371K 0.33% +300 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 14,661 $356K 0.01% -404 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,930 $314K <0.01% +81 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,684 $308K <0.01% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,523 $304K <0.01% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 12,234 $297K 0.15% +100 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,198 $296K <0.01% new 13F-HR Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 12,030 $292K 0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,855 $287K <0.01% +642 13F-HR Timeline Group Daviman Financial, LLC More: the full row for Daviman Financial, LLC 11,284 $274K 0.15% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,260 $273K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,062 $268K 0.02% +6,284 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,969 $266K <0.01% new 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 10,783 $261K 0.04% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 10,758 $261K 0.06% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 10,671 $259K 0.03% +1,533 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,430 $253K 0.01% 0 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 10,406 $252K 0.31% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,895 $240K <0.01% +89 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,399 $227K <0.01% new 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 9,200 $223K 0.04% new 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 9,115 $220K 0.13% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 9,000 $218K 0.03% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,865 $215K 0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,693 $211K <0.01% new 13F-HR Timeline Group Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 8,461 $205K 0.04% +82 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,355 $203K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,475 $181K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 6,855 $166K 0.11% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 5,425 $132K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,010 $121K <0.01% +4,898 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,004 $121K <0.01% +1,305 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 4,300 $104K 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. 3,517 $85.3K <0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,362 $81.5K <0.01% -130 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,633 $63.9K <0.01% -252 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,139 $51.8K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,956 $47.4K <0.01% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 1,590 $38.6K 0.01% +80 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,515 $36.7K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,402 $34K 0.01% +801 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 962 $23.3K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 845 $20.5K <0.01% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 701 $17K <0.01% -384 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 290 $7K <0.01% +140 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 76 $1.84K <0.01% -39 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11 $267 <0.01% +7 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8 $194 <0.01% 0 13F-HR Timeline