LPL Financial LLC More: the full row for LPL Financial LLC 6,025,774 $297M 0.09% +321,076 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,836,136 $288M 0.02% -259,042 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,150,678 $205M 0.04% +10,123 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,511,324 $124M 0.04% -139,972 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,299,737 $113M 0.02% +95,452 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,769,612 $87.3M 0.02% -45,360 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,598,771 $78.8M -278,017 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,327,603 $65.5M 0.09% +8,235 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,026,243 $50.6M 0.06% +86,787 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 760,509 $37.9M 0.05% -59,340 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 587,946 $29M 6.73% -32,095 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 464,716 $22.9M 0.02% +13,789 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 435,442 $21.5M 0.03% -627,736 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 411,689 $20.3M 5.23% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 351,344 $17.3M 7.66% +15,911 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 344,700 $17M -11,008 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 341,953 $16.9M 0.05% -67,680 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 334,951 $16.5M 2.1% +14,554 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 322,514 $15.9M 0.19% -6,860 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 318,327 $15.7M 0.03% -59,751 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 316,935 $15.6M 0.04% +11,149 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 310,459 $15.3M 0.38% +6,492 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 283,755 $14M 0.04% -178,953 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 282,350 $13.9M 1.47% -3,907 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 261,496 $12.9M 4.41% +4,010 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 260,586 $12.8M 1.11% +5,937 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 220,196 $10.9M 5.84% -122 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 217,496 $10.7M 0.26% +84,203 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 214,737 $10.6M 0.06% -2,020 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 211,896 $10.4M 2.91% +17,756 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 209,621 $10.3M 0.07% +84,077 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 208,016 $10.3M 0.09% -90,207 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 207,871 $10.3M 0.2% +29,857 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 201,942 $9.96M 1.97% +65,106 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 194,638 $9.6M 0.16% +4,165 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 191,201 $9.43M 2.31% -157,664 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 176,819 $8.74M 0.01% -12,752 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 172,166 $8.49M 0.04% +5,661 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 164,873 $8.13M 0.04% -10,141 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 158,179 $7.8M 0.18% +1,751 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 137,114 $6.93M 4.21% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 135,650 $6.69M 1.97% +9,240 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 130,798 $6.45M 0.1% -46,473 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 127,478 $6.29M 0.1% +27,381 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 124,439 $6.14M 0.07% -207,963 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 119,892 $5.91M 0.05% +3,884 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 111,543 $5.5M 0.01% -2,435 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 110,292 $5.44M 0.01% -904 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 104,135 $5.13M 0.03% +275 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 103,496 $5.1M 0.14% -34,037 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 100,017 $4.93M 2.3% -77,024 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 98,730 $4.87M 2.32% -3,149 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 91,161 $4.5M 0.39% +37,978 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 88,692 $4.37M 0.83% +5,684 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 86,836 $4.28M 0.28% +3,741 13F-HR Timeline Group TKG Advisors, LLC More: the full row for TKG Advisors, LLC 86,692 $4.27M 1.83% +2,197 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 83,257 $4.11M 0.12% -85,482 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 82,430 $4.06M 0.04% -1,128 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 81,086 $4M 0.01% +2,634 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 81,071 $4M 0.52% -9,312 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 80,956 $3.99M 0.08% -48,359 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 73,221 $3.61M 0.39% -755,957 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 68,721 $3.39M 0.4% +8,276 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 66,765 $3.29M 1.22% +3,142 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 66,010 $3.25M 0.08% +14,736 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 64,317 $3.17M 0.05% +2,986 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 62,562 $3.08M 0.6% -3,365 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 62,349 $3.07M 0.83% +9,701 13F-HR/A Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 61,756 $3.05M 1.07% +4,178 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 61,112 $3.01M 0.11% +38,778 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 58,838 $2.9M 1.08% -18,400 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 58,416 $2.88M <0.01% +33,768 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 58,132 $2.87M 0.23% -781 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 57,615 $2.84M <0.01% +27,511 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 57,469 $2.83M 0.21% -3,396 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 57,392 $2.83M 0.63% +2,044 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 57,361 $2.83M <0.01% +21,856 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 57,700 $2.78M 0.04% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 53,352 $2.66M 0.21% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 53,815 $2.65M 1% -3,390 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 53,566 $2.65M 0.77% +17,422 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 53,413 $2.63M 0.04% -36,836 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 51,641 $2.55M 0.69% +2,348 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 50,175 $2.47M 0.06% +3,003 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 49,902 $2.46M 0.02% -10,028 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 48,961 $2.41M 1.03% -3,141 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 48,547 $2.39M 0.6% -1,300 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 48,351 $2.38M 0.03% -6,979 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 47,330 $2.33M 0.15% +2,253 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 47,180 $2.33M 0.02% +865 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 46,563 $2.3M <0.01% +40,869 13F-HR/A Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 45,041 $2.22M 0.46% +5,449 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 43,600 $2.15M 0.01% +6,311 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 40,766 $2.01M 0.01% +15,009 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 40,477 $2M 1% +608 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 39,967 $1.97M 0.04% +17,399 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 38,965 $1.92M 0.11% +105 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 38,731 $1.91M 0.05% -11,635 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 39,002 $1.9M 0.32% -3,790 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 38,093 $1.88M 0.1% -515 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 37,749 $1.86M 0.13% +1,063 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 37,672 $1.86M <0.01% +28,723 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 37,436 $1.85M 0.01% -3,535 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 37,365 $1.84M 0.98% +5,958 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 36,975 $1.82M 0.08% +1,389 13F-HR Timeline Group OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 36,448 $1.8M 1.78% +2,433 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 35,802 $1.77M 0.02% -1,253 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 35,237 $1.74M 0.01% +3,909 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 34,085 $1.68M 0.01% +3,510 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 33,752 $1.66M 0.03% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 33,046 $1.63M 0.7% -576 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 32,941 $1.62M 0.05% -19,252 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,987 $1.58M 0.01% new 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 31,613 $1.56M 0.14% -1,836 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 31,303 $1.54M 0.04% +6,985 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 31,183 $1.54M 0.07% -312 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 30,292 $1.49M 0.02% +5,067 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 29,670 $1.46M 0.59% -948 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 29,360 $1.45M 0.16% +660 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 29,251 $1.44M 0.06% -3,006 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 28,707 $1.41M 0.03% -123 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 28,488 $1.4M 1.3% +824 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 28,253 $1.39M 0.31% +1,256 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 27,954 $1.38M 0.39% +915 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 27,719 $1.37M 0.05% +3,268 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 27,025 $1.33M 0.46% -50 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 26,363 $1.3M <0.01% -6,440 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 26,162 $1.29M 0.24% +824 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 25,852 $1.27M 0.38% -176 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 25,660 $1.26M <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 25,521 $1.26M 0.1% -9,808 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 25,501 $1.26M 0.09% +14,745 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 24,925 $1.23M 0.86% 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 24,225 $1.19M 0.79% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 24,082 $1.19M 0.48% +234 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 22,964 $1.13M 0.38% +2,119 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 22,691 $1.12M 0.44% +1,786 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 21,874 $1.08M 0.03% -1,143 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 21,663 $1.07M 0.04% -3,233 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 20,477 $1.01M 0.74% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 19,490 $961K 0.14% -808 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 18,899 $932K 0.43% +5,525 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 18,719 $923K 0.02% -949 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 17,575 $867K +479 Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 17,335 $855K 0.04% -1,410 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 17,176 $847K 0.17% -2,958 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 16,869 $832K 0.47% -83 13F-HR/A Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 16,748 $826K 0.32% +4,184 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,693 $823K 0.02% -448 13F-HR Timeline Group BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 16,435 $810K 0.22% +3,536 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 15,924 $785K 1.19% -450 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 15,884 $783K 0.43% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 15,831 $781K 0.31% -270 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 15,688 $774K 0.14% -503 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 15,448 $762K 0.68% 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 15,421 $760K 0.35% +1,669 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,830 $731K 0.04% +1,690 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,775 $729K 0.01% +1,485 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 14,759 $728K 0.12% -106 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,128 $697K 0.06% -932 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,000 $690K 0.06% +4,000 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,905 $686K 0.01% +156 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 13,630 $672K 0.02% -4,407 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,576 $669K 0.03% +199 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,515 $666K 0.01% -303 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 13,337 $658K 0.25% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 13,186 $650K 0.04% -18,112 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 12,901 $636K 0.29% +878 13F-HR Timeline Group OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 12,700 $626K 0.35% -1,700 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,578 $620K 0.02% -919 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 12,350 $609K 0.4% -25 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,346 $609K <0.01% -1,684 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 12,330 $608K 0.15% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,184 $601K 0.08% +3,922 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 11,840 $584K 0.19% +700 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,836 $584K <0.01% -2,650 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 11,790 $581K <0.01% +6,089 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,626 $573K 0.1% +436 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,458 $565K 0.13% +458 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 10,794 $532K 0.16% -513 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 10,764 $531K 0.13% +411 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 10,728 $529K 0.2% -2,959 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,593 $522K 0.03% +144 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 10,555 $520K 0.06% -1,116 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,174 $502K 0.04% +263 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 9,984 $492K 0.07% -1,386 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 9,957 $491K 0.35% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,669 $477K 0.01% -650 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,509 $469K 0.01% +556 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,511 $469K 0.01% +7,478 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,507 $469K 0.06% +547 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 9,211 $454K 0.26% -1,097 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,939 $441K 0.01% -4,642 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,911 $439K 0.03% +4,781 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,880 $438K 0.03% +344 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 8,805 $434K 0.21% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 8,798 $434K 0.14% -220 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 8,776 $433K 0.56% +122 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 8,691 $429K 0.18% -2,560 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 8,645 $426K 0.05% -2,498 13F-HR Timeline