LPL Financial LLC More: the full row for LPL Financial LLC 5,698,242 $280M 0.08% -327,532 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,367,743 $264M 0.02% -468,393 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,407,046 $167M 0.03% -743,632 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,154,293 $106M 0.03% -357,031 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,110,299 $104M 0.02% -189,438 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,332,762 $65.5M -266,009 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,195,525 $58.8M 0.08% -132,078 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,185,529 $58.3M 0.01% -584,083 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,065,920 $52.4M 0.06% +39,677 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 600,768 $29.5M 8.45% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for Argent Advisors, Inc. 151,941 $7.47M 2.08% +16,291 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 142,087 $7.11M 0.01% -34,732 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 136,946 $6.73M 0.07% +9,468 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 132,836 $6.67M 8.06% +73,998 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 123,801 $6.08M 0.16% +20,305 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 111,138 $5.46M 0.34% +73,389 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 107,143 $5.27M 0.41% +15,982 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 105,365 $5.18M 0.01% -4,927 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 95,855 $4.71M 0.89% +7,163 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 95,225 $4.68M 0.01% -16,318 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 95,041 $4.67M 2.73% 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 93,669 $4.6M 2.11% -5,061 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 90,182 $4.43M 0.07% -104,456 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 89,658 $4.41M 0.48% 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 89,464 $4.4M 1.06% 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 87,511 $4.3M 1.73% +819 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 85,850 $4.22M 0.4% +4,779 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 84,509 $4.15M 0.05% +20,192 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 83,057 $4.08M 0.03% 13F-HR/A Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 82,829 $4.07M 0.04% +399 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 78,607 $3.86M 0.41% +5,386 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 76,423 $3.75M 0.1% -6,834 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 76,108 $3.74M <0.01% -4,978 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 73,535 $3.61M 0.11% new 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 72,840 $3.58M 1.8% +32,363 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 72,274 $3.55M 0.07% -238,185 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 72,182 $3.55M 0.07% -8,774 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 70,006 $3.44M 1.22% +3,241 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 69,942 $3.44M +12,327 Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 69,268 $3.4M 0.38% +547 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 66,442 $3.27M 0.86% +12,876 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 65,462 $3.22M 0.02% -38,673 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 63,868 $3.14M 0.21% +10,516 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 62,912 $3.09M 1.41% +1,156 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 59,781 $2.94M 0.07% -6,229 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 58,822 $2.89M 0.62% -3,527 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 57,700 $2.84M 0.03% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 55,667 $2.74M 0.6% -1,725 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 50,708 $2.49M 0.49% +5,667 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 50,472 $2.48M 0.02% +570 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 49,704 $2.44M 0.62% +21,750 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 48,905 $2.4M 0.56% +358 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 48,649 $2.39M 0.86% -5,166 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 47,393 $2.33M 0.16% -10,739 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 47,010 $2.31M 0.41% -15,552 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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COLE ADVISORS, INC. 44,400 $2.18M 0.05% +4,433 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 43,840 $2.15M 1.19% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 43,019 $2.13M 0.14% -14,450 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 43,108 $2.12M 0.01% +2,342 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 42,078 $2.07M 0.87% -6,883 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 41,596 $2.04M 0.09% +4,621 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 38,833 $2.03M 0.35% -169 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 39,658 $1.95M 0.1% +693 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 39,130 $1.92M 1.05% +1,765 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 38,116 $1.87M 0.05% -12,059 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 37,461 $1.84M 0.01% -6,139 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 36,145 $1.78M 0.04% -2,586 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/ 36,060 $1.77M <0.01% -10,503 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 35,507 $1.75M 0.03% +16,788 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 35,478 $1.74M 0.06% +4,175 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 33,980 $1.67M <0.01% -1,257 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 33,891 $1.67M 0.19% +21,707 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 33,027 $1.62M 0.01% -1,058 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 32,708 $1.61M 0.01% +721 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 32,543 $1.6M 1.52% -3,905 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,460 $1.55M <0.01% -26,956 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 31,399 $1.54M 0.05% -1,542 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 31,027 $1.52M 0.08% -7,066 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 30,604 $1.5M 0.1% +5,103 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 30,484 $1.5M 0.02% -17,867 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 29,283 $1.44M 0.03% +576 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 29,279 $1.44M 0.57% -3,767 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 28,774 $1.41M 0.06% -2,409 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 28,348 $1.39M <0.01% -29,013 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 28,226 $1.39M 1.25% -262 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28,078 $1.38M 0.05% +359 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 27,981 $1.38M 0.01% -9,455 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 27,905 $1.37M 0.03% +6,031 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 27,515 $1.35M 0.48% -2,155 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for Schulz Wealth, LTD. 24,225 $1.19M 0.76% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 23,705 $1.17M 0.04% +2,042 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 22,481 $1.15M 0.05% +22,462 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 22,881 $1.12M 0.44% +190 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 22,807 $1.12M 0.04% -64,029 13F-HR Timeline Group Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 22,625 $1.11M 0.75% -2,300 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 21,967 $1.08M 0.39% -2,115 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 21,882 $1.08M 0.19% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 21,590 $1.06M 0.03% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 20,831 $1.02M 0.01% -109,967 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 20,477 $1.01M 0.8% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 19,644 $965K <0.01% +7,854 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 19,034 $936K 0.37% new 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. 18,742 $921K 0.02% +2,049 13F-HR Timeline Group Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 18,550 $912K 0.4% -349 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 18,002 $885K 0.33% +1,254 13F-HR Timeline LANARK FINANCIAL, INC. 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