LPL Financial LLC More: the full row for LPL Financial LLC 417,623 $25.4M 0.01% +20,768 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/ 327,933 $19.9M <0.01% +4,844 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 254,970 $15.5M <0.01% +2,937 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 236,262 $14.3M 0.02% +3,865 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 194,578 $11.8M 3.74% +1,198 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 186,472 $11.3M 1.78% +3,131 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 179,244 $10.9M 0.13% -67 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 159,191 $9.67M 0.92% +1,716 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 156,273 $9.49M 0.01% +8,681 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 137,618 $8.36M 0.7% +7,172 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 136,572 $8.29M 0.35% -1,524 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 132,839 $8.07M 0.01% -11,963 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 131,841 $8.01M 0.01% -6,821 13F-HR/A Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 131,424 $7.98M 2.34% +33,291 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 125,416 $7.62M 0.1% -6,357 13F-HR Timeline Avantax Planning Partners, Inc. 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More: the full row for OSAIC HOLDINGS, INC. 91,241 $5.54M 0.01% -4,132 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 87,740 $5.33M 0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 82,982 $5.04M <0.01% +3,746 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 69,845 $4.24M 0.25% +657 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 66,150 $4.02M 0.28% +529 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 59,748 $3.63M 1.77% +2,877 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 56,160 $3.41M <0.01% +148 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 51,524 $3.13M <0.01% -7,097 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 48,257 $2.93M 0.17% +1,812 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 47,428 $2.88M 0.04% +2,777 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 46,252 $2.81M 0.9% -7,795 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 44,797 $2.72M <0.01% +9,161 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 37,457 $2.27M 0.88% +365 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,789 $2.23M <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 35,547 $2.16M 0.03% -1,017 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 33,537 $2.04M 0.56% -1,390 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 32,480 $1.97M 1.26% +3,134 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,898 $1.94M 0.02% -141 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 30,551 $1.86M 1.7% +25,924 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 30,306 $1.84M 0.67% +10,039 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 28,733 $1.74M 1.73% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 25,202 $1.53M 0.05% -154 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 24,294 $1.48M 0.01% -655 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 24,046 $1.46M <0.01% -287 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 18,881 $1.15M 0.13% +1,771 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 18,717 $1.14M 0.48% +166 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,744 $976K <0.01% +1,225 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 14,489 $880K 0.03% -407 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 14,186 $862K 0.24% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 13,921 $845K <0.01% -2,204 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 13,021 $791K 0.32% +766 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 11,671 $709K 0.79% 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 11,587 $704K <0.01% new 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,502 $699K 0.01% -19,040 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 11,243 $683K 0.25% -640 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 11,153 $677K 0.17% -94 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,991 $668K 0.05% +2,149 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,708 $650K <0.01% +1,918 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,280 $649K 0.06% -52,142 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,595 $643K 0.02% +868 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 10,395 $631K <0.01% +1,327 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 9,984 $606K 0.08% -2,086 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 9,300 $565K 0.05% -74 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 8,239 $500K 0.25% +78 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 8,145 $495K 0.41% -6,400 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,686 $467K <0.01% +81 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 7,004 $451K 0.06% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,986 $424K <0.01% +79 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,803 $413K <0.01% +446 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,791 $412K <0.01% -881 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,571 $399K 0.01% +78 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 6,093 $370K 0.04% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,780 $351K 0.14% +85 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,528 $336K 0.07% -215 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,312 $323K <0.01% -56 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,163 $314K 0.03% +736 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,781 $290K <0.01% +80 13F-HR/A Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 4,341 $264K 0.06% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,147 $252K 0.06% -88 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,129 $251K 0.02% -456 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,093 $249K 0.01% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 3,965 $241K 0.12% +13 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 3,779 $229K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,500 $213K 0.01% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,413 $207K 0.03% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,055 $186K 0.05% +400 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,428 $147K 0.13% +37 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,345 $142K <0.01% 0 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 2,193 $133K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,654 $100K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,623 $98.6K 0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,431 $86.9K <0.01% new 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,362 $82.7K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,248 $75.8K <0.01% +696 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,088 $66K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 966 $59K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 660 $40.1K <0.01% +9 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 575 $34.9K <0.01% +475 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 537 $32.6K <0.01% +303 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 530 $32.2K <0.01% -13 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 377 $22.9K <0.01% +240 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 350 $21.3K <0.01% 0 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 282 $17.1K <0.01% +5 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 278 $16.9K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 250 $15.2K <0.01% +4 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 200 $12.1K <0.01% +100 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 186 $11.3K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 168 $10.2K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 155 $9.41K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 154 $9.35K <0.01% new 13F-HR/A Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 120 $7.44K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 120 $7.29K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 106 $6.46K <0.01% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 63 $3.96K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 46 $2.78K <0.01% -94 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22 $1.34K <0.01% 0 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 16 $972 <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14 $850 <0.01% 0 13F-HR Timeline