Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,744,800 $41.9M 0.41% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,628,368 $39.1M <0.01% +1,559,395 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,584,106 $38.1M 0.01% +236,298 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,182,559 $28.4M 0.52% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 900,674 $21.7M 0.72% +88,862 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 544,745 $13.1M 0.22% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 493,058 $11.9M 0.02% +430,694 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 329,925 $7.93M -597,621 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 272,253 $6.54M 0.01% +17,716 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 267,005 $6.42M 3.36% +19,084 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 200,971 $4.83M 1.12% -3,753 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 172,440 $4.15M 0.58% new 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 150,000 $3.61M 1.64% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 135,054 $3.25M 0.18% +3,164 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 131,752 $3.17M 0.56% +18,643 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 123,503 $2.97M 1.07% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 114,285 $2.75M <0.01% +29,875 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 114,085 $2.74M 0.02% new 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 94,614 $2.27M 0.76% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 84,482 $2.03M 0.11% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 67,452 $1.62M <0.01% +30,172 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 62,643 $1.51M 0.03% +41,899 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 58,000 $1.4M 0.34% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 57,806 $1.39M 0.31% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 56,361 $1.35M <0.01% +2,654 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 51,530 $1.24M 0.14% +6,333 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 49,445 $1.19M <0.01% -68,591 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 48,840 $1.17M 0.04% +28,060 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 45,172 $1.09M <0.01% +32,641 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 44,280 $1.06M <0.01% +18,167 13F-HR Timeline Group SimpliFi, Inc. More: the full row for SimpliFi, Inc. 44,259 $1.06M 0.45% -1,177 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 41,708 $1M 0.38% +511 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 39,470 $949K 0.24% +11,201 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 38,758 $932K <0.01% +5,766 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 37,741 $907K <0.01% +1,230 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 36,706 $882K 0.31% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 34,785 $836K <0.01% +832 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 32,767 $788K 0.02% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,626 $784K <0.01% +15,356 13F-HR Timeline Group Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 25,908 $623K 0.52% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 24,064 $578K 0.44% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 22,316 $536K 0.07% -11,399 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 21,152 $508K 0.27% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 20,871 $502K 0.07% +1,614 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 19,822 $477K 0.11% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 17,942 $431K 0.05% -10,114 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 15,964 $384K 0.05% -193 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 13,015 $313K <0.01% 0 13F-HR Timeline Group Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 13,013 $313K 0.22% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,400 $298K 0.01% +2,500 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 11,559 $281K 0.06% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,065 $266K <0.01% +530 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 10,758 $259K 0.07% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,430 $251K 0.01% -900 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 9,473 $230K 0.16% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,556 $230K <0.01% +355 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 9,115 $219K 0.19% 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 9,072 $218K 0.05% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,890 $214K <0.01% new 13F-HR/A Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,865 $213K 0.02% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 8,378 $201K 0.03% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,355 $201K 0.01% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 6,587 $158K 0.05% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,838 $116K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,300 $103K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,302 $103K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,692 $88.8K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,689 $88.7K <0.01% -911 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,342 $80.3K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,709 $65.1K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,663 $40K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,526 $36.7K 0.01% -157 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,495 $35.9K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,323 $31.8K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 701 $16.9K <0.01% -650 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 601 $14.4K <0.01% +156 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) 459 $11K <0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 150 $4K <0.01% 0 13F-HR/A Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 145 $3.52K <0.01% -179 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8 $192 <0.01% -1,771 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $32 <0.01% 0 13F-HR/A Timeline Group