Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 866,336 $82.7M 0.12% +4,097 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 812,321 $77.6M 3.78% +11,696 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 296,014 $28.3M <0.01% +41,296 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/ 248,317 $23.7M <0.01% -35,553 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 192,201 $18.3M 0.01% -1,742 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 169,788 $16.2M 1.84% -16,908 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 168,972 $16.1M 3.58% +525 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 131,347 $12.5M <0.01% +31,525 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 124,877 $11.9M 0.41% +107,424 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 119,380 $11.4M 0.88% +985 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 118,977 $11.4M 7.55% -1,980 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 107,148 $10.2M <0.01% +3,909 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 90,120 $8.6M 0.01% -39,232 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 73,517 $7.02M 0.03% +3,001 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 57,366 $5.48M 0.01% +53,936 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 54,334 $5.19M <0.01% -5,289 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 51,568 $4.92M 0.01% -2,841 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 43,911 $4.19M 0.01% +708 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 41,435 $3.96M 0.03% -1,295 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 37,504 $3.58M 0.02% -586 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 35,779 $3.53M 0.01% +11,030 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 35,729 $3.41M 0.03% +933 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 29,600 $2.83M 0.02% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 28,700 $2.74M <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 24,404 $2.33M <0.01% +590 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,367 $2.33M <0.01% +6,527 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 21,466 $2.05M 0.03% -262 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 18,629 $1.78M <0.01% new 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,647 $1.59M 0.01% -1,781 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,740 $1.5M <0.01% new 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 13,491 $1.29M 0.67% +22 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 12,901 $1.23M <0.01% -8,628 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 11,456 $1.09M 0.48% -537 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,320 $1.08M <0.01% -1,029 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 11,271 $1.08M <0.01% +5,887 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 10,101 $964K 0.56% +938 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,989 $954K <0.01% +10 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,937 $949K <0.01% -295 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 9,572 $914K 0.16% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,432 $901K <0.01% -873 13F-HR/A Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 9,210 $848K 0.07% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,288 $791K <0.01% +228 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,846 $749K 0.01% -8 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,387 $705K 0.03% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,264 $693K <0.01% +4,564 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,082 $676K 0.01% -208 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 6,851 $654K 0.08% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,825 $652K <0.01% +50 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,725 $642K <0.01% -761 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 6,034 $576K 0.61% -33 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) 6,015 $574K 0.02% +2,203 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,003 $573K 0.03% -3,913 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,698 $560K 0.06% +823 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,732 $547K 0.01% -6,355 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,687 $543K <0.01% -12 13F-HR/A Timeline Group Goodman Financial Corp More: the full row for Goodman Financial Corp 5,639 $538K 0.11% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,594 $534K <0.01% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,554 $530K 0.07% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,369 $513K 0.06% -108 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 5,266 $503K 0.06% +760 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 5,228 $499K 0.2% -5 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,039 $498K 0.01% +2,758 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 5,200 $496K 0.36% -1,800 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,691 $448K 0.14% +390 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,628 $446K 0.21% +994 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,616 $441K 0.02% 0 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,521 $432K 0.02% +56 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 4,400 $420K 0.16% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,380 $418K 0.01% -31 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 4,317 $412K 0.11% -54 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 4,314 $412K +606 Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 4,026 $391K 0.12% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,928 $375K 0.01% -159 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 3,756 $359K 0.08% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,530 $337K 0.03% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,480 $332K 0.01% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,409 $325K 0.01% -250 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,233 $309K 0.02% +494 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,150 $301K <0.01% -128 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,118 $298K 0.01% -1,651 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,080 $294K 0.01% 0 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 3,077 $294K 0.26% -36 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,022 $288K <0.01% -50 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,980 $285K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,862 $273K 0.02% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,828 $270K <0.01% -487 13F-HR/A Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 2,808 $268K 0.15% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,770 $264K 0.04% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,733 $261K 0.12% +438 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,690 $257K <0.01% -5,936 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,617 $250K 0.09% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,564 $245K 0.01% -20 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,549 $243K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,488 $238K <0.01% -197 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 2,490 $238K 0.02% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,437 $233K 0.01% -144 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,386 $228K <0.01% 0 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,338 $223K <0.01% -22 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,312 $221K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,273 $217K <0.01% 0 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 2,255 $215K 0.16% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,228 $213K 0.01% -132 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,200 $210K 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. 2,136 $204K <0.01% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,975 $189K 0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,919 $183K 0.01% new 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,504 $144K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,469 $140K <0.01% +48 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,466 $140K <0.01% +700 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,325 $126K 0.04% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,201 $115K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,150 $113K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,141 $109K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,000 $95.5K 0.01% -1,500 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 976 $93.2K <0.01% 0 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 931 $89K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 888 $84.8K <0.01% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 845 $80.7K <0.01% -160 13F-HR Timeline TEACHERS INSURANCE & ANNUITY ASSOCIATIO… in group TIAA More: the full row for TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 791 $75.5K 0.09% 0 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 770 $73.5K 0.04% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 731 $69.8K 0.01% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 722 $68.9K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 707 $67.5K 0.05% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 600 $57.3K 0.02% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 600 $57.3K 0.05% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 593 $56.6K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 578 $55.2K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 450 $43K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 448 $42.8K <0.01% -224 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 444 $42.4K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 438 $42K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 435 $41.5K <0.01% -115 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 396 $37.8K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 387 $37K 0.01% +6 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 383 $36.5K 0.02% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 328 $31.3K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 325 $31K 0.03% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 268 $25.6K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 226 $21.6K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 208 $19.9K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 178 $17K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 138 $13.2K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 130 $12.4K <0.01% new 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 120 $11.5K <0.01% new 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 120 $11.5K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 100 $9.55K <0.01% 0 13F-HR Timeline Group Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 86 $8.21K <0.01% -1,347 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 62 $5.93K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14 $1.34K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 13 $1.24K <0.01% -7 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10 $955 <0.01% -286 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 10 $955 <0.01% -10 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8 $764 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.