LPL Financial LLC More: the full row for LPL Financial LLC 13,119,154 $709M 0.19% +4,600,361 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,001,353 $324M 1.33% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,623,078 $250M 0.48% +441,209 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,803,121 $206M 0.05% +2,463,071 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,110,945 $168M 0.01% +1,905,828 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,013,673 $163M 0.18% +792,069 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,868,779 $155M 0.01% +2,193,962 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,658,825 $144M +1,504,999 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,630,270 $142M 0.67% +641,537 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,054,089 $111M 0.25% +1,476,606 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,921,439 $104M 8.65% +103,877 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,487,107 $80.4M 0.01% +395,688 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,456,617 $78.8M 5.04% +53,745 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,408,140 $76.1M 1.03% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,401,713 $75.8M 0.18% +336,831 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,384,178 $74.8M 0.02% +357,796 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 1,359,312 $73.7M 1.08% +57,499 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,347,529 $72.9M 0.1% +261,283 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,331,163 $72M 4.18% +45,862 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,245,983 $67.3M 4.36% +258,585 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,200,760 $64.9M 7.52% +21,024 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,178,579 $63.7M 0.17% +124,052 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 957,525 $52M 2.26% +718,609 13F-HR Timeline Group LVZ, Inc. 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DAVIDSON & CO. 499,423 $27M 0.17% +205,417 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 498,856 $27M 3.86% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 489,864 $26.5M 0.01% +437,064 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 481,078 $26M 0.29% +17,599 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 473,515 $25.6M 0.25% +302,994 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 450,200 $24.3M 6.51% +6,671 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 424,830 $23M 1.94% +24,819 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 423,254 $22.9M +141,163 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 368,627 $19.9M 0.03% -17,675 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 361,721 $19.6M 0.32% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 357,905 $19.4M 1.37% +16,243 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 351,700 $19M 0.89% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for Savvy Advisors, Inc. 210,525 $11.4M 0.37% -1 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 209,053 $11.3M 1.87% +400 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 206,732 $11.2M 4.4% -23,345 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 200,500 $10.8M 0.19% +42,085 13F-HR/A Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 195,217 $10.6M 1.18% +16,584 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 191,450 $10.4M 0.06% +98,866 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 184,125 $9.96M 1.69% +945 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 183,190 $9.91M 0.73% +48,408 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 178,190 $9.63M 1.31% +169,022 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 176,231 $9.53M 0.17% +31,806 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 169,557 $9.17M 4.12% -245 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 169,762 $9.16M 3.04% -97,270 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 167,825 $9.07M 3% +3,138 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 164,419 $8.89M 5.19% new 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 162,936 $8.81M 6.17% +29,391 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 162,789 $8.8M 1.93% -17,267 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 158,290 $8.56M 0.49% +16,183 13F-HR Timeline Group ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 157,540 $8.52M 1.97% +19,715 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 155,928 $8.43M 0.07% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 155,096 $8.39M 0.17% +32,593 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 152,184 $8.23M 3.78% 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 136,373 $7.37M 0.14% +5,277 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 136,158 $7.36M 0.15% +130,591 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 129,912 $7.02M 0.75% +10,410 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 129,477 $7M 3.8% +37,081 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 127,260 $6.88M 0.29% -111,298 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 126,288 $6.83M 0.01% +9,501 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 123,846 $6.7M 0.05% +5,804 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 122,056 $6.6M 2.75% +7,095 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 121,330 $6.56M 2.54% +11,940 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 117,937 $6.38M 4.79% +1,298 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 116,404 $6.29M 0.14% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 111,886 $6.05M 0.07% -70,217 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 110,374 $5.97M 0.1% +73,450 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 107,823 $5.83M 0.69% +2,472 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 98,815 $5.36M 2.32% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 98,482 $5.32M 0.04% +24,288 13F-HR Timeline Group New Capital Management LP More: the full row for New Capital Management LP 95,816 $5.18M 1.3% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 95,228 $5.16M 0.44% +1,985 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 86,587 $5.06M 0.03% +73,296 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 91,184 $4.93M 0.12% new 13F-HR Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 90,866 $4.91M 0.92% +10,141 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 86,723 $4.69M 0.01% +42,780 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 84,329 $4.56M 0.76% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 83,791 $4.53M 0.03% +31,742 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 82,573 $4.46M 0.08% +2,724 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 81,061 $4.38M 0.12% +4,746 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 79,881 $4.32M 0.19% +3,709 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 75,883 $4.1M 0.08% +10,888 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 74,695 $4.04M 0.09% +15,796 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 74,360 $4.02M <0.01% +57,114 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 74,053 $4.02M 0.14% +35,934 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 71,830 $3.88M 0.02% -28,468 13F-HR Timeline Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 70,569 $3.81M 4.04% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 69,522 $3.77M 0.09% +15,801 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 66,972 $3.62M 0.04% -7,521 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 66,436 $3.59M 0.09% +58,313 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 60,611 $3.28M 2.85% 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 60,307 $3.26M 0.63% +972 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 59,643 $3.22M 0.11% +8,509 13F-HR Timeline Group Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 59,355 $3.21M 1.42% -185 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 56,897 $3.08M 0.04% +42,706 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 56,667 $3.07M 0.64% +10,207 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 56,674 $3.06M 0.05% +868 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 55,674 $3.02M 0.09% +36,359 13F-HR Timeline OmniStar Financial Group, Inc. 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More: the full row for GWN SECURITIES INC. 33,131 $1.79M 0.36% +5,507 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 32,209 $1.74M 0.21% +21,989 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 30,982 $1.68M <0.01% new 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 29,630 $1.6M 0.36% -981 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 28,010 $1.52M 0.64% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 28,039 $1.52M <0.01% +3,526 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 28,035 $1.52M 0.02% -27 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 28,012 $1.51M 0.21% 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 26,881 $1.45M 0.53% -762 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 26,573 $1.44M 0.44% +951 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 25,102 $1.36M 2.6% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 24,410 $1.32M 0.24% +1,800 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 23,865 $1.29M 0.23% +2,451 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 21,866 $1.18M 0.19% new 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 21,717 $1.18M 0.12% +5,272 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 21,679 $1.17M <0.01% +7,643 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 21,300 $1.15M 0.01% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 20,074 $1.09M 0.03% +4,485 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 19,906 $1.08M 0.13% +15,781 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 19,313 $1.04M 0.01% +223 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 18,965 $1.03M 0.99% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 18,830 $1.02M <0.01% new 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 18,620 $1.01M +13,299 Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 18,169 $984K 0.85% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 17,993 $973K 0.08% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 17,314 $938K 0.27% +6,305 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 17,057 $922K <0.01% new 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 16,029 $867K 0.08% -1,300 13F-HR Timeline Group Total Clarity Wealth Management, Inc. 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More: the full row for Heritage Wealth Management, Inc. 14,763 $798K 0.22% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,545 $786K 0.07% +2,773 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 13,861 $749K 0.43% +8,883 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 13,691 $740K 0.16% -75 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 13,637 $737K 0.37% -397 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,575 $734K 0.01% +8,230 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. 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