LPL Financial LLC More: the full row for LPL Financial LLC 1,288,674 $64.5M 0.02% +74,962 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 300,207 $15M 0.04% -55,507 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 254,678 $12.8M <0.01% +107,168 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 254,576 $12.7M 0.01% -49,464 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 240,798 $12.1M 0.9% +19,239 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 167,687 $8.42M 0.05% +14,129 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 162,493 $8.14M <0.01% +63,835 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 149,397 $7.48M 0.39% +11,509 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 145,333 $7.28M <0.01% +18,648 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 121,185 $6.07M <0.01% +37,892 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 114,537 $5.74M <0.01% +4,595 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 92,241 $4.62M 0.63% +30,461 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 74,504 $3.73M 2.64% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 70,638 $3.54M 0.51% +3,736 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 58,376 $2.92M 0.01% +58,276 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 45,001 $2.25M <0.01% +39,071 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 38,404 $1.93M 0.3% +1,886 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 36,582 $1.83M 0.01% -2,922 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 35,599 $1.78M 0.13% -42,077 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 35,483 $1.78M 0.03% +1,370 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 29,850 $1.49M 0.11% +10,276 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 28,441 $1.42M 0.01% -27,026 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 27,011 $1.35M 0.88% +11,716 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 22,249 $1.11M 0.01% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 21,273 $1.07M 0.15% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 20,766 $1.04M <0.01% -12,375 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,527 $1.03M <0.01% -2,060 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 18,535 $928K 0.17% -4,540 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 16,660 $834K <0.01% +72 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 14,055 $704K 0.07% +4,035 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,943 $698K <0.01% +122 13F-HR/A Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 13,475 $675K 0.06% -4,141 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 13,400 $671K 0.04% -268 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 12,115 $607K 0.23% -9,767 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 11,817 $592K 0.39% +1,527 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 11,751 $588K 0.16% -4,736 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,395 $521K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,240 $513K 0.02% -57 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,087 $505K 0.01% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 10,012 $501K 0.14% +9 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,450 $473K <0.01% +1,969 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,507 $426K <0.01% +1,560 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,305 $417K 0.02% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,609 $381K <0.01% -660 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,535 $377K 0.01% +2,354 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,981 $350K <0.01% -944 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,628 $332K <0.01% -27,513 13F-HR Timeline Group PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 6,562 $329K 0.21% -129 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,338 $317K 0.01% +100 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,282 $315K <0.01% -101 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,485 $275K <0.01% -1,353 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,000 $250K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,600 $180K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,397 $170K <0.01% +156 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,000 $50.1K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 500 $25K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 500 $25K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 231 $11.6K <0.01% -771 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 200 $10K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 153 $7.66K <0.01% 0 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 25 $1.25K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $108 <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1 $50 <0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 0 $9 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.