Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,290,251 $78.7M 0.69% +1,545,451 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,527,688 $60.4M 0.02% +943,582 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,292,433 $54.7M <0.01% +664,065 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,157,604 $51.6M 1.46% +2,124,837 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,040,791 $48.8M 0.54% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,871,246 $44.7M 0.82% +688,687 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,084,429 $25.9M 0.37% +539,684 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 994,752 $23.8M 0.76% +94,078 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 820,350 $19.6M 0.03% +327,292 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 614,649 $14.7M +284,724 Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 509,341 $12.2M 0.64% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 336,813 $8.05M 0.01% +64,560 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 281,882 $6.74M 3.5% +14,877 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 252,938 $6.05M 0.04% +138,853 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 247,216 $5.91M 0.01% +179,764 13F-HR Timeline Group Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 229,364 $5.48M 1.29% +28,393 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 206,834 $4.95M 0.01% +162,554 13F-HR Timeline Group FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 170,000 $4.06M 1.78% +20,000 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 168,880 $4.04M 0.56% -3,560 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 161,228 $3.85M 0.66% +29,476 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 140,269 $3.35M 0.19% +5,215 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 128,996 $3.08M 0.64% +71,190 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 127,835 $3.06M 1.29% +106,683 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 123,923 $2.96M 1.03% +29,309 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 120,826 $2.89M 0.07% new 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 101,214 $2.42M 0.87% -22,289 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 88,948 $2.13M 0.04% +26,305 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 87,949 $2.1M 0.11% +3,467 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 83,094 $1.99M <0.01% -31,191 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 82,956 $1.98M <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 80,113 $1.92M 0.01% +30,668 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 70,290 $1.68M 0.42% +30,820 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 69,634 $1.66M <0.01% new 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 68,395 $1.64M 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 59,454 $1.42M 0.03% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 58,898 $1.42M 0.36% +898 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 56,978 $1.38M 0.02% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 57,330 $1.37M 0.04% +8,490 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 56,397 $1.35M 0.14% +4,867 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 56,378 $1.35M <0.01% +17 13F-HR/A Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 50,552 $1.21M 0.42% +43,965 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 49,906 $1.19M 0.32% +8,198 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 46,795 $1.12M <0.01% +12,010 13F-HR Timeline Group SimpliFi, Inc. More: the full row for SimpliFi, Inc. 44,487 $1.06M 0.45% +228 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 43,176 $1.03M 0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 43,160 $1.03M 0.01% +4,402 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 41,467 $991K 0.35% +4,761 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 39,745 $950K 0.2% new 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 32,214 $770K 0.9% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 30,009 $718K <0.01% -15,163 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 29,312 $701K <0.01% -3,314 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,853 $690K <0.01% -8,888 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 26,581 $636K 0.49% +673 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 25,583 $612K 0.41% +12,570 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 24,860 $599K 0.35% +15,387 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 19,961 $477K 0.06% -910 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 19,822 $474K 0.11% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 19,490 $466K 0.05% +1,548 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 17,252 $412K 0.04% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 17,034 $407K 0.01% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 15,572 $372K 0.01% new 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 15,518 $371K 0.04% -446 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 15,065 $360K 0.01% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 15,000 $359K 0.36% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,756 $329K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,849 $307K <0.01% +1,784 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,406 $297K <0.01% +6 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 12,134 $290K 0.16% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 11,559 $276K 0.06% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,213 $268K <0.01% new 13F-HR Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 10,758 $257K 0.07% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,430 $249K 0.01% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 10,161 $243K 0.02% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,806 $234K <0.01% +250 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,495 $227K <0.01% new 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 9,115 $219K 0.15% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 9,138 $218K 0.03% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 8,993 $215K 0.03% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,865 $212K 0.02% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 8,379 $200K 0.05% -693 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,998 $143K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,778 $114K 0.01% -60 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 Crews Bank & Trust More: the full row for Crews Bank & Trust 4,300 $103K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,699 $88.4K <0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,492 $83.5K <0.01% -197 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,342 $79.9K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,885 $69K <0.01% -807 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,510 $36.1K 0.01% -16 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,498 $35.8K <0.01% -165 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,425 $34.1K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,085 $25.9K <0.01% +384 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,034 $24.7K <0.01% -1,675 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 986 $23.6K 0.02% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 942 $22.5K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 601 $14.4K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 150 $4K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 146 $3.5K <0.01% +1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 115 $2.74K <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) 112 $2.68K <0.01% -347 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 14 $335 <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8 $191 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4 $96 <0.01% new 13F-HR Timeline