OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,429,427 $127M 0.18% +2,364,610 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,226,476 $64M 0.1% +222,997 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 832,272 $43.5M 9.19% +25,670 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 819,505 $42.8M 3.69% +382,329 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 803,375 $42M 0.16% +5,653 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 757,238 $39.6M 0.01% +470,941 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 658,133 $34.4M 2.02% +9,344 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 601,536 $31.4M 0.01% +127,168 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 532,945 $27.9M 0.01% +472,719 13F-HR Timeline Group 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 504,143 $26.4M <0.01% +371,901 13F-HR Timeline Group Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 471,262 $24.6M 3.3% +2,493 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 465,708 $24.3M 0.14% +183,754 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 425,920 $22.3M 0.06% +36,842 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 391,682 $20.5M 3.99% new 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 383,352 $20M 1.2% +8,237 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 382,623 $20M 3.59% +118,735 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 376,716 $19.7M 2.5% +12,057 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 363,298 $19M 2.64% +13,939 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 339,311 $17.7M <0.01% new 13F-HR Timeline Group Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 329,985 $17.2M 7.28% +13,834 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 267,995 $14M 4.56% +24,761 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 259,268 $13.6M +185,261 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 255,248 $13.3M 0.05% -200,000 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 250,811 $13.1M 0.65% +85,403 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 225,953 $11.8M 5.58% +35,146 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 216,626 $11.3M 0.07% +26,687 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 215,624 $11.3M <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 212,306 $11.1M 0.25% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 209,064 $10.9M 2.39% +13,796 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 191,285 $10M 0.01% +74,093 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 182,419 $9.54M 0.02% +34,038 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 175,207 $9.16M 0.11% new 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 170,776 $8.93M 1.22% +6,971 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 167,997 $8.78M 0.46% +18,582 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 163,486 $8.55M 2.38% +23,367 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 154,242 $8.06M 1.3% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 147,947 $7.73M <0.01% new 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 134,695 $7.04M 0.13% +27,056 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 134,690 $7.04M 1.88% +67,545 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 128,075 $6.69M 4.42% +15,880 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 118,384 $6.19M 0.03% +110,774 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 117,977 $6.17M 0.42% +4,428 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 116,766 $6.12M 1.25% +7,892 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 113,161 $5.91M 1.55% +28,316 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 110,994 $5.8M 3.04% +67,048 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 107,908 $5.64M 0.32% +8,853 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 105,637 $5.52M 0.24% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 104,629 $5.47M 0.03% +29,526 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 96,762 $5.06M 2.04% +24,493 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 96,312 $5.03M 0.53% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 96,259 $5.03M <0.01% +95,336 13F-HR Timeline Group Auour Investments LLC More: the full row for Auour Investments LLC 94,575 $4.94M 1.61% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 94,543 $4.94M <0.01% +48,987 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 93,259 $4.87M 0.1% +37,307 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 84,887 $4.44M 0.05% +3,712 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 75,811 $3.96M 1.74% -20,074 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 74,544 $3.9M 0.31% +14,278 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 70,826 $3.7M 0.32% new 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 67,278 $3.52M 0.5% -2,254 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 64,068 $3.35M 1.39% +2,655 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 60,738 $3.17M 0.26% -80 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 60,067 $3.14M <0.01% new 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 59,201 $3.09M 0.6% +17,544 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 56,110 $2.93M 0.65% +6,185 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 51,890 $2.71M 1.97% +4,870 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 50,562 $2.64M 0.1% +2,199 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 50,503 $2.64M 0.67% +34,047 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 49,355 $2.58M 0.2% +14,865 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 48,156 $2.52M 0.21% +22,169 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 45,403 $2.37M 1.71% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,736 $2.23M 0.01% +8,165 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 41,945 $2.19M 1.49% +4,505 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 33,663 $1.76M <0.01% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 31,971 $1.67M 0.01% -2,397 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 30,809 $1.61M 0.01% +5,571 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 29,113 $1.52M 0.72% +1,323 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 28,796 $1.51M 0.05% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 26,992 $1.41M 1.03% -2,831 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 23,217 $1.21M 0.01% +4,700 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 23,123 $1.21M 0.71% +39 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 22,310 $1.17M 0.91% +2,911 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 22,253 $1.16M 0.27% +8,726 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 21,987 $1.15M 0.26% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 21,238 $1.11M <0.01% +9,008 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 19,137 $1M <0.01% +8,678 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 19,025 $994K 0.28% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 18,800 $983K 0.03% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 17,895 $935K 0.06% new 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 17,655 $923K 0.07% +1,020 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,737 $875K 0.02% +7,896 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 16,421 $858K 0.04% +2,887 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 15,741 $823K 0.56% +1,329 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 14,000 $732K 0.07% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 12,964 $678K 0.23% -10,695 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 12,140 $635K 0.08% -703 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,970 $626K 0.01% +1,186 13F-HR/A Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 10,676 $558K 0.26% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,547 $551K <0.01% +3,984 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,324 $540K 0.02% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,528 $498K <0.01% new 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 9,455 $494K 0.07% +3,405 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 9,452 $494K 0.06% -13,935 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,072 $422K 0.02% +871 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/ 8,046 $421K <0.01% new 13F-HR/A Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,600 $397K 0.01% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 7,371 $386K 0.12% new 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 6,379 $333K 0.1% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 6,110 $319K 0.01% -627 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,960 $312K <0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,772 $302K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,649 $295K <0.01% -2,525 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,633 $294K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,000 $261K 0.02% +1,000 13F-HR Timeline CLG LLC More: the full row for CLG LLC 4,672 $244K 0.07% -1,473 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,556 $238K 0.18% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,482 $234K 0.08% -12,600 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,316 $226K <0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,239 $222K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,311 $121K <0.01% +31 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,036 $106K <0.01% +1,713 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 800 $41.8K <0.01% new 13F-HR/A Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 773 $40.4K 0.03% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 770 $40.2K 0.01% -19 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 705 $36.9K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 395 $20.6K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 297 $15.5K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 291 $15.2K <0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 283 $14.8K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 266 $13.9K <0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 244 $12.8K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 200 $10.5K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 93 $4.85K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19 $993 <0.01% new 13F-HR Timeline Group