OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,412,988 $126M 0.18% -16,439 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,306,604 $68.2M 0.09% +80,128 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,099,744 $57.3M 0.02% +342,506 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 884,218 $46M 3.79% +64,713 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 839,414 $43.7M 8.8% +7,142 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 797,856 $41.5M 0.05% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 775,532 $40.4M 0.01% +242,587 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 684,338 $35.6M 0.01% +82,802 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 684,089 $35.6M 2.02% +25,956 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 599,398 $31.2M 2.6% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 511,412 $26.6M 0.15% +45,704 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 505,314 $26.3M <0.01% +1,171 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 498,889 $26M 0.01% +159,578 13F-HR Timeline Group Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 490,883 $25.6M 3.34% +19,621 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 487,299 $25.4M 4.46% +104,676 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 479,303 $25M 0.07% +53,383 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 434,624 $22.6M 1.01% +183,813 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 411,739 $21.4M 4.16% +20,057 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 386,180 $20.2M 2.52% +9,464 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 375,276 $19.5M 2.73% +11,978 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 355,124 $18.5M 0.96% -28,228 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 326,735 $17M 7.17% -3,250 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 319,803 $16.6M 0.1% +103,177 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 297,350 $15.5M 0.07% +254,614 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 272,130 $14.2M 4.49% +4,135 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 255,640 $13.3M -3,628 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 234,527 $12.2M <0.01% +86,580 13F-HR/A Timeline Group EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 228,773 $11.9M 5.55% +2,820 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 225,432 $11.7M 1.49% +54,656 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 212,916 $11.1M <0.01% -2,708 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 209,218 $10.9M 0.22% -3,088 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 202,251 $10.5M 0.01% +10,966 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 180,654 $9.4M 0.47% +12,657 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 179,881 $9.36M 1.96% -29,183 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 166,741 $8.68M 0.49% +58,833 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 164,258 $8.55M 0.04% +45,874 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 163,232 $8.5M 1.46% +8,990 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 161,270 $8.4M 0.15% +26,575 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 141,305 $7.36M 0.04% +36,676 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 139,513 $7.26M 1.88% +26,352 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 138,797 $7.23M 1.83% +4,107 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 137,808 $7.17M 8.26% 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 125,436 $6.53M 0.45% +7,459 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 124,414 $6.48M 0.01% +29,871 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 121,843 $6.34M <0.01% new 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 121,618 $6.33M 4.22% +76,215 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 118,451 $6.17M 0.07% -56,756 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 110,468 $5.75M 0.11% +17,209 13F-HR Timeline Group Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 109,391 $5.69M 3.69% -18,684 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 108,228 $5.63M 0.27% +2,591 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 106,873 $5.56M 1.77% +12,298 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 106,628 $5.55M 1.48% -56,858 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 101,885 $5.3M 2.89% -9,109 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 96,135 $5M 0.51% -177 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 95,243 $4.98M 0.95% -21,523 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 95,016 $4.95M 0.06% +10,129 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 92,807 $4.83M <0.01% -3,452 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 90,615 $4.72M <0.01% +56,952 13F-HR/A Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 86,504 $4.5M 0.34% +38,348 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 85,556 $4.45M 1.67% -11,206 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 82,091 $4.27M 1.72% +6,280 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 80,153 $4.17M 1.02% +29,650 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 77,866 $4.05M 3.67% 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 77,612 $4.04M 2.75% +25,722 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 76,142 $3.96M 0.99% new 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 69,616 $3.62M 0.48% +2,338 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 67,808 $3.53M <0.01% -114,611 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 65,579 $3.41M 0.04% +63,268 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 63,331 $3.3M 0.59% +4,130 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 61,895 $3.22M 0.23% +12,540 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 61,605 $3.21M 0.27% +867 13F-HR Timeline Group Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 58,916 $3.07M 2.85% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 58,848 $3.06M <0.01% -1,219 13F-HR Timeline Group BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 58,244 $3.03M 1.39% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 56,237 $2.94M 0.64% +127 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 55,396 $2.88M 1.29% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 52,457 $2.73M 0.1% +1,895 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 47,680 $2.48M <0.01% new 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 43,356 $2.27M 1% +14,243 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 43,565 $2.27M 1.51% +1,620 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 38,365 $2M 0.15% -36,179 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 34,065 $1.77M 0.81% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 33,816 $1.76M 0.01% +3,007 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 33,479 $1.74M 0.06% +14,679 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 31,396 $1.63M 0.13% new 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 28,787 $1.5M 1.07% +6,477 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 28,261 $1.47M <0.01% +7,023 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 22,100 $1.15M 0.05% +5,679 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 20,417 $1.06M 0.01% -2,800 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 19,768 $1.03M <0.01% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 19,761 $1.03M 0.23% -2,492 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,220 $1M 0.02% +2,483 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 19,025 $990K 0.27% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 18,851 $981K 0.35% +5,887 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 18,085 $942K 0.66% -8,907 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 18,009 $938K 0.51% -5,114 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,737 $871K 0.02% +10,965 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,195 $843K <0.01% -2,942 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 15,933 $829K 0.35% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 15,304 $797K 0.53% -437 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 14,000 $729K 0.06% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,491 $702K <0.01% +3,963 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 12,566 $654K 0.08% +426 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,123 $631K 0.02% -5,772 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,805 $615K <0.01% -165 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,137 $580K 0.01% +5,504 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,307 $537K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,818 $511K <0.01% +3,858 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,760 $508K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,163 $477K <0.01% -1,384 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,950 $466K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,726 $454K 0.02% +654 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 8,184 $426K 0.06% -1,271 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,165 $425K 0.01% +3,926 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 8,051 $419K 0.04% new 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/ 7,830 $408K <0.01% -216 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,508 $391K <0.01% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,450 $388K 0.01% -150 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 7,301 $380K 0.05% -2,151 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 6,968 $363K 0.1% +589 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,874 $358K <0.01% +4,838 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,788 $353K 0.26% +2,232 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 6,607 $344K 0.19% 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,059 $315K <0.01% -25,912 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,004 $313K 0.02% new 13F-HR/A Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 5,681 $296K 0.13% -4,995 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 5,491 $287K 0.03% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,423 $282K 0.01% -687 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 5,376 $280K 0.21% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,309 $277K 0.07% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,955 $258K 0.14% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 4,767 $248K 0.06% +95 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 4,743 $247K 0.01% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,316 $225K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,014 $209K 0.07% -468 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,000 $156K 0.05% +2,800 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,118 $58.2K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 800 $41.6K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 773 $40.2K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 697 $36.3K <0.01% -8 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 EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 277 $14.4K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 237 $12.3K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 237 $12K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 211 $11K <0.01% -80 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 130 $6.77K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 93 $4.86K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 46 $2.4K <0.01% 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 25 $1.3K <0.01% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19 $989 <0.01% 0 13F-HR/A Timeline Group