LPL Financial LLC More: the full row for LPL Financial LLC 1,871,939 $232M 0.06% +313,143 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,133,847 $141M 0.01% +168,224 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 870,228 $108M 0.01% +50,041 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 535,693 $66.5M 0.02% +96,120 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 400,689 $49.8M 0.05% +74,961 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 383,711 $47.7M 0.01% +37,464 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 374,621 $46.5M 0.01% +47,222 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 322,265 $40M 0.01% +123,519 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 249,225 $31M 0.03% +25,454 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 192,830 $23.9M 0.03% +56,100 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 190,347 $23.6M 0.06% +47,751 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 167,044 $20.8M 0.03% +12,064 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 151,938 $18.9M 0.05% +45,069 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 143,941 $17.9M 3.48% -1,054 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 140,475 $17.4M 0.08% +2,566 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 136,778 $17M 0.01% +59,487 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 131,760 $16.4M 1.23% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 105,975 $15.7M 1.81% +1,778 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 126,379 $15.7M <0.01% +45,138 13F-HR Timeline Group 360 Financial, Inc. More: the full row for 360 Financial, Inc. 117,111 $14.5M 4.42% -8,867 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 104,267 $13M 0.05% +8,924 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 90,190 $11.2M 0.02% +88,560 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 86,513 $10.7M 5.78% +5,692 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 84,755 $10.5M 0.26% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 81,342 $10.1M 0.01% +19,632 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 79,853 $9.92M +9,577 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 77,861 $9.67M 0.02% +10,032 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 77,214 $9.59M 0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 77,109 $9.58M 0.01% +2,009 13F-HR Timeline Group Madrid Financial Services More: the full row for Madrid Financial Services 76,534 $9.51M 6.83% +5,984 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 74,370 $9.24M 0.01% -12,798 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 71,344 $8.86M 0.2% -3,826 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 64,678 $8.03M 0.01% +26,720 13F-HR/A Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 62,045 $7.71M 0.82% +560 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 61,974 $7.7M 0.08% +2,613 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 60,839 $7.56M 2.14% +28,580 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 57,903 $7.19M 0.04% +10,033 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 56,972 $7.08M <0.01% +22,321 13F-HR/A Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 56,705 $7.04M 0.02% +32,739 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 56,055 $6.96M 0.22% +36,500 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 55,150 $6.85M 0.33% +2,435 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 54,976 $6.83M 0.08% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 54,435 $6.76M 0.1% -1,952 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 52,891 $6.57M 0.75% -3,797 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 52,174 $6.48M 0.24% +17,889 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 51,408 $6.38M 0.55% +687 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 49,551 $6.15M 0.62% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 48,365 $6.01M 0.01% +29,327 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 48,299 $6M 0.23% +19,865 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 47,226 $5.87M 0.08% +44,969 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 44,727 $5.56M 0.02% +993 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 44,320 $5.5M 0.08% +9,600 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 44,226 $5.49M 1.41% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 39,572 $5.49M 0.01% +15,156 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 42,248 $5.25M 2.12% +3,148 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 40,757 $5.05M 0.1% 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 40,686 $5.05M 0.03% +25,862 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 39,095 $4.86M 0.58% +1,507 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 37,313 $4.8M 0.12% +3,408 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 38,372 $4.77M <0.01% -5,464 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 37,000 $4.6M 0.04% 0 13F-HR Timeline Group CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 36,889 $4.58M 1.39% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 36,078 $4.48M 0.33% +18,844 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 33,795 $4.2M 0.78% +30,968 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 33,695 $4.18M 0.18% +12,015 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 33,402 $4.15M 3.33% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,342 $4.02M 0.01% +9,827 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 28,060 $3.96M 0.89% +22,716 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 31,661 $3.93M 1.19% -488 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,818 $3.7M 0.04% -63 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 28,463 $3.54M 0.64% +16,111 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 27,509 $3.41M 0.23% +17,292 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 26,746 $3.32M 0.08% -18,696 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 26,425 $3.28M 0.26% +5,004 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 26,400 $3.28M 0.6% +1,028 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 21,934 $3.26M 1.1% +2,454 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 26,058 $3.24M 0.01% +10,207 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 25,322 $3.15M 0.63% +4,216 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25,227 $3.13M 0.06% +3,014 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 25,147 $3.12M 0.59% +1,098 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 24,970 $3.1M 0.64% 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 24,937 $3.1M 0.11% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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COLE ADVISORS, INC. 20,938 $2.6M 0.06% +6,105 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 20,431 $2.54M 0.07% +5,213 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 19,699 $2.45M 1.08% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 19,641 $2.44M 0.74% -1,292 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 19,442 $2.41M 1.38% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 19,405 $2.41M 0.06% +3,806 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 18,952 $2.35M 0.85% +5,902 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,562 $2.31M 0.01% +517 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 18,201 $2.26M 0.16% +921 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 17,933 $2.23M 1.55% +3,465 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 17,700 $2.2M 0.04% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 17,349 $2.17M 1.39% +238 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 14,508 $2.16M 0.36% +606 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 17,336 $2.15M 0.29% +233 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 17,008 $2.11M 1.06% -1,502 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,810 $2.09M 0.03% -4,053 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 16,249 $2.02M 0.07% +6,077 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,895 $1.97M <0.01% +4,323 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,654 $1.94M 0.01% +5,984 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,357 $1.91M 0.03% +3,962 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 15,258 $1.9M 0.1% +2,839 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 15,143 $1.88M 0.05% +1,230 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 14,716 $1.83M 0.96% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 14,088 $1.8M 0.2% +7,765 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,021 $1.74M <0.01% +3,125 13F-HR Timeline Group Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 12,218 $1.72M 0.71% +887 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 13,555 $1.68M 0.97% 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 13,000 $1.61M 0.49% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 12,822 $1.59M 0.15% +4,988 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12,773 $1.59M 0.09% -187 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 12,769 $1.59M 0.04% +2,942 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 12,749 $1.58M 0.01% +473 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,734 $1.58M <0.01% +4,763 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 12,452 $1.55M 0.98% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 12,414 $1.54M 0.07% +1,091 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 12,266 $1.52M 0.95% -2,350 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,129 $1.51M 0.05% -375 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,000 $1.49M 0.04% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,985 $1.49M 0.1% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,824 $1.47M 0.07% +1,589 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,717 $1.46M 0.45% +819 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,686 $1.45M 0.02% -2,314 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,459 $1.42M 0.07% +572 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,340 $1.41M 0.05% +5 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,265 $1.4M 0.07% -704 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,014 $1.37M 0.02% new 13F-HR/A Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 9,440 $1.37M 0.19% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,956 $1.36M 0.03% +4,091 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 10,866 $1.35M 0.96% -344 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 10,793 $1.34M 0.52% +4,851 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,598 $1.32M 0.04% +511 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,380 $1.29M 0.06% +1,077 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 10,340 $1.28M 0.03% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,248 $1.27M 0.04% +9,770 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 10,099 $1.25M 0.36% +2,675 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 10,000 $1.24M 0.09% 0 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 9,838 $1.22M 0.53% -1,164 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 9,742 $1.21M 0.53% -182 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 9,550 $1.19M 1.32% 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 9,510 $1.18M <0.01% +6,180 13F-HR Timeline Group GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 9,427 $1.17M 0.48% 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 9,395 $1.17M 0.44% +3,828 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 9,315 $1.16M 0.44% -6,749 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 9,265 $1.15M <0.01% -20,855 13F-HR Timeline Group Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 8,908 $1.11M 0.55% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8,808 $1.09M 0.12% +2,272 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,663 $1.08M 0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,550 $1.06M 0.08% +2,811 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,332 $1.03M 0.01% -3,306 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 8,291 $1.03M 0.3% +1,002 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,248 $1.02M <0.01% +4,582 13F-HR Timeline Group Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 8,150 $1.01M 0.24% +828 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,145 $1.01M 0.05% -4,113 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 8,125 $1.01M 0.29% +2,575 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 8,064 $1M 0.03% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 8,059 $1M 0.14% +975 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 7,822 $971K <0.01% +5,053 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,766 $964K 0.04% +920 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,738 $961K 0.03% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,733 $960K 0.15% +235 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 7,700 $956K 0.61% +1,505 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,347 $912K 0.02% +1,816 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 7,298 $906K 0.71% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,073 $878K 0.01% +5,043 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,982 $867K 0.12% +1,006 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,963 $865K 0.11% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,915 $859K 0.01% +298 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,783 $843K 0.01% 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,696 $832K <0.01% +427 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,620 $822K 0.01% +4,267 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 6,594 $819K 0.02% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,592 $819K 0.12% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 6,534 $812K -230 Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 6,508 $808K 0.21% +2,443 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,504 $808K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,454 $802K 0.03% +573 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,618 $789K 0.1% -465 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,338 $787K <0.01% +1,458 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 6,241 $775K 0.3% -2,617 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,095 $757K 0.32% +601 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,912 $734K <0.01% -3,098 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 4,652 $703K 0.36% +47 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,652 $702K 0.05% 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,598 $695K 0.05% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,550 $689K 0.2% -442 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,550 $689K 0.02% -46 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,533 $687K 0.05% new 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,368 $667K 0.12% +553 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 5,319 $661K 0.34% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,288 $657K 0.01% +1,649 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 5,107 $634K 0.14% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,088 $632K 0.08% +616 13F-HR Timeline