LPL Financial LLC More: the full row for LPL Financial LLC 20,847,585 $1.12B 0.25% +3,958,788 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,101,672 $487M 2.07% +2,971,765 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,852,779 $420M 0.09% +2,043,982 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,946,476 $373M 0.02% +1,140,583 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,077,220 $325M 0.5% +936,066 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,328,568 $285M 0.26% +1,494,333 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,125,107 $274M +1,435,484 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,453,121 $238M 0.02% +229,973 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,894,546 $208M 0.95% +339,244 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,109,788 $166M 0.32% +940,160 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,768,570 $148M 0.03% +324,815 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,724,250 $146M 0.04% +215,840 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 1,753,766 $93.8M 1.03% +90,281 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,722,643 $90.6M 4.94% +100,385 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,665,734 $89.4M 0.04% +393,566 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,583,948 $84.7M 6.15% -403,430 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,502,729 $80.4M 0.16% +247,756 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,496,955 $80.1M 0.75% -109 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,470,097 $78.7M 5.14% +865 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,446,588 $77.4M 0.01% +105,913 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,431,811 $76.6M 3.92% -11,944 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,323,132 $70.8M 0.09% -254,314 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,318,229 $70.5M 9.38% +1,306,896 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,114,649 $59.6M 5.9% +5,106 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,032,908 $55.3M 2.23% +225,612 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,026,302 $54.9M +94,947 Timeline LVZ, Inc. More: the full row for LVZ, Inc. 964,908 $51.6M 5.24% -2,112 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 936,097 $50.1M 0.11% +309,079 13F-HR/A Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 930,053 $49.8M 5.88% +36,502 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 872,511 $46.7M 1.23% +147,933 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 811,131 $43.4M 0.05% +347,510 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 798,166 $42.7M 6.48% +127,845 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 755,090 $40.4M 0.3% +77,994 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 742,478 $39.7M 3.76% +13,127 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 719,463 $38.5M 4.89% +19,946 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 699,070 $37.4M 8.81% +29,780 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 669,152 $35.8M 1.1% +42,910 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 633,749 $33.9M 1.02% -17,259 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 595,638 $31.9M 0.43% -10,615 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 568,422 $30.4M 0.31% -8,936 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 555,625 $29.7M 6.69% +15,749 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 553,389 $29.6M 0.16% +15,138 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 539,886 $28.9M <0.01% +895 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 508,429 $27.2M 0.32% +78,899 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 473,636 $25.3M 1.91% +41,749 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 460,696 $24.6M +15,139 Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 393,303 $21M 0.08% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 389,817 $20.9M 0.32% 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 388,588 $20.8M 1.78% +116,238 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 377,534 $20.2M 0.02% -105,776 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 368,634 $19.7M 0.1% +129,919 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 362,470 $19.4M 0.83% +22,566 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 360,261 $19.3M 7.26% +15,684 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 358,635 $19.2M 0.88% +228,064 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 355,627 $19M 1.17% -25,220 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 355,465 $19M 5.89% +37,634 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 351,700 $18.8M 0.91% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 349,709 $18.7M 0.29% +5,248 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 346,499 $18.5M 0.02% +16,474 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 342,235 $18.3M 2.49% +14,198 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 341,073 $18.2M 6.4% +13,152 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 332,801 $17.8M 0.05% +31,448 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 322,418 $17.2M 3.42% +24,593 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 302,710 $16.2M 2.47% +28,632 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 291,117 $15.6M 7.95% +22,113 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 290,493 $15.5M 1.13% -2,306 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 285,453 $15.3M 9.46% +115 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 284,435 $15.2M 1.02% +32,976 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 279,411 $14.9M 3.89% +21 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 269,003 $14.4M 0.09% +18,110 13F-HR Timeline Group Morrissey Wealth Management, LLC More: the full row for Morrissey Wealth Management, LLC 280,784 $14.3M 9% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 256,492 $13.7M 0.29% +40,946 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 254,893 $13.6M 0.09% +98,446 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 235,617 $12.6M 1.48% +7,770 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 231,442 $12.4M 6.83% +2,866 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 230,251 $12.3M 5.14% +52,393 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 226,768 $12.1M 0.31% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 223,369 $12M 1.59% +1,935 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 222,797 $11.9M 0.05% +3,437 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 215,218 $11.5M 1.1% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 213,405 $11.4M 4.1% +4,385 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 206,667 $11.1M 1.66% -7,588 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 205,486 $11M 0.17% -22,682 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 195,021 $10.4M 0.35% +188,505 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 179,599 $9.61M 1.65% +53,961 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 177,406 $9.49M 5.99% +11,574 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 177,390 $9.49M 0.15% +29,880 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 174,806 $9.35M 0.01% +46,621 13F-HR Timeline Group Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 174,507 $9.34M 3.49% +16,570 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 173,533 $9.28M 0.07% +64,323 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 172,210 $9.21M 2.21% +705 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 172,124 $9.21M 0.2% +14,359 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 164,667 $8.81M 0.44% -5,716 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 156,403 $8.37M 0.12% +17,983 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 156,105 $8.35M 4.88% -6,266 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 150,699 $8.06M 0.13% +649 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 151,955 $8.06M 0.01% +16,007 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 149,198 $7.98M 0.17% +19,891 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 145,927 $7.81M 1.87% -33,479 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 145,623 $7.79M 0.01% +9,976 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 139,265 $7.45M 0.01% +11,021 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 137,654 $7.36M 0.61% +4,690 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 137,564 $7.36M 0.03% +19,572 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 137,192 $7.34M 0.67% -53,853 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 136,459 $7.3M 0.98% +13,885 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 130,555 $6.98M 0.08% +20,719 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 131,606 $6.96M 5.17% 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 126,973 $6.79M 0.24% +7,020 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 126,420 $6.76M 0.22% +75,987 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 123,569 $6.61M 0.69% +24,242 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 112,467 $5.96M 0.44% +12,942 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 109,604 $5.86M 0.97% +6,950 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 108,756 $5.82M 1.87% +558 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 107,955 $5.78M 0.67% -385 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 108,311 $5.77M 1.79% -38,830 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 106,996 $5.72M 3.21% -21,514 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 107,548 $5.7M 2.05% -15,919 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 105,462 $5.64M 2.23% +5,822 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 103,310 $5.53M 1.01% +18,667 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 101,426 $5.43M 0.04% -26,501 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 97,378 $5.21M 3.13% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 96,897 $5.18M 1.41% +8,441 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 94,973 $5.08M 2.71% +3,524 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 94,096 $5.03M 0.09% +13,587 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 93,421 $5M 0.08% -1,185 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 89,733 $4.8M 2.34% +40,542 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 89,414 $4.78M 1.95% -2,108 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 86,766 $4.64M 3.49% +8,002 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 86,411 $4.62M 0.96% +47,386 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 83,496 $4.47M 0.3% +3,346 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 82,073 $4.39M 1% +923 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 81,627 $4.37M 0.75% +20,855 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 80,510 $4.31M 0.07% +24,074 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 76,188 $4.08M 0.1% -7,545 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 75,864 $4.06M 1.87% +6,250 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 74,321 $3.98M <0.01% new 13F-HR Timeline Group Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 74,153 $3.97M 1.09% +20,378 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 73,305 $3.92M 0.87% +7,352 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 70,467 $3.77M 0.1% +21,640 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 69,191 $3.7M 0.08% +869 13F-HR Timeline Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 66,647 $3.55M 3% +13,387 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 64,304 $3.44M <0.01% -6,410 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 64,004 $3.42M 0.08% +5,241 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 61,748 $3.3M 0.1% -6,961 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 61,301 $3.28M 0.69% -418 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 60,888 $3.26M 0.02% +13,571 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 60,599 $3.24M 2.21% -4,797 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 59,273 $3.14M 0.17% +1,815 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 58,014 $3.1M 1.31% -367 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 57,356 $3.07M 0.18% -22,309 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 57,076 $3.05M 0.11% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 54,959 $2.94M 0.15% +6,180 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 53,681 $2.87M 0.01% -42,984 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 53,442 $2.86M 0.55% +7,414 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 52,646 $2.82M 1.07% -2,326 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 49,400 $2.64M 0.64% +20,512 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 49,228 $2.63M <0.01% +25,865 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 48,216 $2.58M 0.03% +30,994 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 47,402 $2.54M 0.06% +29,662 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 46,840 $2.51M 3.83% +22,079 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 45,741 $2.45M 0.93% +16,357 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 41,774 $2.23M 0.42% +13,516 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 41,473 $2.22M <0.01% +1,217 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 41,355 $2.21M 0.42% +1,105 13F-HR/A Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 41,311 $2.21M <0.01% +7,208 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 40,633 $2.17M +2,258 Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 40,829 $2.17M 0.01% +4,512 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 40,045 $2.14M 0.61% -1,865 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 39,654 $2.12M 0.02% +3,807 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 38,624 $2.07M 0.02% -27,398 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 38,025 $2.03M 0.34% +1,567 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 33,600 $1.8M 0.07% new 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 32,675 $1.75M 0.11% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 32,617 $1.75M +10,299 Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 31,217 $1.67M 0.03% new 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 29,989 $1.6M 0.36% +22,844 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 29,896 $1.6M <0.01% +3,189 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 29,535 $1.58M 0.22% +5,694 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 29,245 $1.56M 0.05% +9,116 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 29,171 $1.56M 0.01% -27,080 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 28,880 $1.55M 0.64% -9,059 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 28,371 $1.53M 0.26% 0 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 27,591 $1.48M 0.37% +835 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 27,539 $1.47M 0.43% +3,485 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 27,349 $1.46M 0.02% -32,450 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 26,243 $1.4M 0.32% +2,018 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 25,400 $1.36M 0.37% +9,929 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 24,616 $1.32M 0.15% +2,577 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 24,410 $1.31M 0.22% 0 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 24,354 $1.3M 0.7% +3,947 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 24,362 $1.3M 0.26% +11,339 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 24,314 $1.3M 0.97% +6,053 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 23,898 $1.27M 0.13% -1,875 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 22,595 $1.21M 0.04% +5,652 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 21,648 $1.16M 0.09% +5,466 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 21,411 $1.15M 0.29% +2,210 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 20,815 $1.11M 0.11% +5,682 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 20,650 $1.1M 0.02% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 19,818 $1.06M 0.12% +13,756 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 19,605 $1.05M 0.57% +153 13F-HR Timeline