LPL Financial LLC More: the full row for LPL Financial LLC 268,417 $23.8M 0.01% +101 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 138,988 $12.3M 0.02% -3,427 13F-HR/A Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 75,293 $6.69M 0.37% -94 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 48,607 $4.32M <0.01% -4,173 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 44,252 $3.93M 2.02% +1,608 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 41,414 $3.68M <0.01% -430 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 36,682 $3.26M <0.01% +7,748 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 29,478 $2.62M <0.01% -101 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 17,704 $1.57M 0.1% 0 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/ 17,044 $1.51M <0.01% -1,503 13F-HR Timeline Group Avant Capital LLC More: the full row for Avant Capital LLC 15,250 $1.35M 0.85% -779 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 15,250 $1.35M 0.56% -167 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,848 $1.23M <0.01% -1,629 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 12,543 $1.11M 0.35% +11,840 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,053 $1.07M <0.01% -1,066 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,813 $1.05M <0.01% -297 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,550 $1.03M <0.01% -209 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 11,458 $1.02M 0.02% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 9,507 $845K 0.04% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,056 $805K <0.01% -62 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 9,043 $803K 0.79% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,568 $761K 0.02% +534 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,052 $715K 0.02% -1,330 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,500 $577K <0.01% -345 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,869 $521K <0.01% 0 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 5,804 $514K 0.56% +664 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 5,572 $495K 0.17% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 5,024 $446K 0.13% -113 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,750 $422K 0.01% -123 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,485 $398K <0.01% new 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,381 $389K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,023 $357K <0.01% -1,827 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,390 $301K <0.01% +50 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,289 $292K 0.01% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 3,192 $284K 0.13% -280 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,140 $279K 0.01% -350 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,075 $273K 0.14% -175 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,701 $240K <0.01% -4,242 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,662 $236K 0.01% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,574 $229K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,533 $225K <0.01% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,504 $222K <0.01% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,494 $222K <0.01% +95 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,429 $216K 0.01% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,343 $215K 0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,302 $204K <0.01% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,300 $204K 0.01% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,450 $129K 0.04% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,260 $112K <0.01% -49 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,235 $110K <0.01% -117 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,140 $101K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,010 $89.7K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,000 $88.8K 0.08% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 813 $72.3K <0.01% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 709 $62.7K <0.01% -443 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 703 $62.5K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 690 $61.3K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 590 $52.4K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 434 $38.5K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 433 $38.5K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 378 $33.5K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 350 $31K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 326 $29K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 225 $20K <0.01% -3,765 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 200 $17.8K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 179 $15.9K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 173 $15.4K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 100 $8.88K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 52 $4.62K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 50 $4.44K <0.01% -900 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 50 $4.44K <0.01% new 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 15 $1.33K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12 $1.07K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $9 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios.