CW Advisors, LLC More: the full row for CW Advisors, LLC 1,611,023 $84.3M 1.01% +591,217 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,036,789 $54.3M 0.1% +744,823 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 799,032 $41.8M 0.21% +164,285 13F-HR/A Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 768,662 $40.2M 9.85% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 729,605 $38.2M 0.01% +430,317 13F-HR/A Timeline Group Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 474,030 $24.5M 3.82% -14,356 13F-HR Timeline State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 455,248 $23.8M 0.11% 0 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 449,236 $23.5M 1.63% +89,397 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 373,805 $19.6M 2.99% -51,086 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 354,211 $18.5M 2.68% +30,533 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 295,433 $15.5M 7.4% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 269,911 $14.1M <0.01% +82,767 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 257,533 $13.5M 0.01% +146,536 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 253,823 $13.3M 2.71% +18,924 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 215,100 $11.3M 1.18% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 208,028 $10.9M 0.04% +14,143 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 200,768 $10.5M 0.02% +194,177 13F-HR/A Timeline Group EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 181,543 $9.5M 5.01% +16,963 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 177,261 $9.28M 2.56% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 162,630 $8.51M 0.07% +30,807 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 162,365 $8.5M 1.54% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 140,709 $7.37M 0.47% +43,838 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 128,934 $6.75M 0.01% +2,461 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 119,543 $6.26M 0.14% +21,531 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 112,233 $5.88M 0.49% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 109,855 $5.75M <0.01% -3,122 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 104,813 $5.49M 0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 102,921 $5.39M 0.01% +46,173 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 102,496 $5.37M 1.31% +57,972 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 85,520 $4.48M 0.29% +52,998 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 75,382 $3.95M 3.12% +16,574 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 72,916 $3.82M <0.01% -1,778 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 72,072 $3.77M 0.61% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 68,257 $3.57M 1.16% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 66,184 $3.46M 0.26% new 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 62,330 $3.26M 1.23% +3,241 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 61,951 $3.24M 0.02% +12,877 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 59,486 $3.11M 1.98% new 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 55,854 $2.92M 1.56% +7,247 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 55,248 $2.89M 0.08% new 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 53,864 $2.82M 0.27% -1,747 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 53,143 $2.78M 1.86% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 52,026 $2.72M 0.28% +10,850 13F-HR Timeline Group Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 44,617 $2.34M 2% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 42,641 $2.23M 0.1% +27,295 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 38,526 $2.02M 0.63% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 35,689 $1.87M 1.43% +8,552 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 34,991 $1.83M 0.02% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,607 $1.6M <0.01% +27,155 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 30,025 $1.57M 0.14% +15,680 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 29,671 $1.55M 1.17% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26,523 $1.39M 0.01% +5,302 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 21,482 $1.12M 0.92% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 17,602 $921K 0.17% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,040 $892K <0.01% new 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 14,646 $767K 0.03% +8,720 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 14,071 $737K 0.62% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 14,000 $733K 0.12% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 13,354 $699K 0.07% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 12,580 $659K 0.03% +2,968 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 12,149 $636K 0.01% -1,602,772 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,027 $628K 0.02% -61 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 11,850 $620K 0.19% +7,650 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,807 $618K 0.01% +4,005 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,593 $607K <0.01% -6,965 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 11,375 $595K 0.08% +1,091 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 10,988 $575K 0.56% -782 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,335 $541K 0.02% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,562 $501K <0.01% +1,851 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 9,361 $490K 0.06% -184,394 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,731 $457K 0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,418 $441K <0.01% -2,088 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 8,295 $434K 0.01% -6,669 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,563 $344K <0.01% +797 13F-HR Timeline CLG LLC More: the full row for CLG LLC 6,059 $317K 0.11% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,875 $308K <0.01% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,590 $293K <0.01% -1,602 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,769 $250K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,556 $239K <0.01% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,316 $226K 0.01% +11 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,260 $223K <0.01% +393 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,000 $209K 0.02% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 793 $41.5K 0.01% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 646 $33.8K 0.01% -49,008 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 644 $33.7K 0.01% +6 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 323 $16.9K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 297 $15.5K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 263 $13.8K <0.01% new 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 42 $2.2K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 21 $1.08K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 16 $838 <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 12 $628 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -902 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.