Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 646,152 $14.6M 4.68% +56,902 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 496,370 $11.2M 2.34% +40,353 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 352,628 $7.95M <0.01% +279,037 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 216,344 $4.88M 0.01% -3,086 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/ 205,497 $4.63M <0.01% +19,204 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 160,066 $3.61M <0.01% -44,995 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 145,668 $3.28M 0.02% +27,859 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 145,413 $3.28M 0.02% new 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 120,883 $2.73M 1.27% +3,891 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 89,975 $2.03M 0.01% +3,515 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 59,760 $1.35M <0.01% +31,264 13F-HR/A Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 57,308 $1.29M 0.92% +2,534 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 46,949 $1.06M 0.01% -44,511 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 44,643 $1.01M 0.01% -70,363 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 38,121 $859K <0.01% -5,057 13F-HR/A Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 36,646 $826K 0.21% +525 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 35,093 $791K <0.01% +12,181 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 26,135 $589K 0.22% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 21,535 $486K 0.22% +1,295 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 20,050 $452K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,222 $433K 0.01% +2,547 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,975 $405K <0.01% +1,000 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 14,148 $319K 0.09% +1,720 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,414 $280K <0.01% -4,426 13F-HR Timeline Group Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 11,185 $252K 0.07% +771 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 10,650 $240K 0.1% +1,368 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,780 $220K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,863 $87K 0.01% +13 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,758 $84.7K <0.01% -979 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,899 $65.4K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,820 $41K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,500 $33.9K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,219 $27.5K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,015 $22.9K <0.01% 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.