LPL Financial LLC More: the full row for LPL Financial LLC 1,608,582 $151M 0.06% +233,371 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 966,950 $90.6M 12.42% -201,792 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 892,793 $83.6M 0.05% -2,104 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 868,360 $81.3M 1.75% -4,650 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 599,090 $56.1M 0.02% -28,630 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 471,952 $44.2M 0.02% +54,456 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/ 443,951 $41.6M <0.01% +281,064 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 311,826 $29.2M 0.07% +42,381 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 298,510 $28M 1.7% -7,334 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 248,033 $23.2M 0.3% +10,513 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 215,419 $20.2M 0.12% +33,198 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 194,712 $18.2M 0.87% +91,850 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 182,002 $17M -6,115 Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 176,626 $16.5M 2.59% +103,481 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 139,511 $13.1M 3.39% -8,220 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 138,806 $13M 5.7% +5,253 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 128,399 $12M 6.18% -70,179 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 127,818 $12M 0.11% -32,480 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 126,318 $11.8M 0.02% +21,435 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 116,792 $10.9M <0.01% +90,015 13F-HR/A Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 115,984 $10.9M 1.56% -6,685 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 86,003 $8.06M 3% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 76,445 $7.56M 0.31% -15,246 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 80,386 $7.53M 6.19% +4,446 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 79,035 $7.4M 3.44% +2,670 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 73,267 $6.86M 0.01% +41,810 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 68,883 $6.45M 0.15% -12,054 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 63,547 $5.95M 0.02% +580 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 60,011 $5.62M 0.01% -49,859 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 59,415 $5.57M 1% +993 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 50,378 $4.72M 0.38% +1,477 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 47,073 $4.41M 0.17% +42,541 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 45,063 $4.22M 0.13% -2,481 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 43,388 $4.06M <0.01% +33,044 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 43,158 $4.04M <0.01% +951 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 42,644 $3.99M 0.21% +393 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 41,992 $3.93M 0.08% +10,996 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 39,879 $3.74M +2,767 Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 39,327 $3.68M 1.95% -7,570 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 37,660 $3.53M <0.01% +4,609 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 33,641 $3.15M 1.1% -4,417 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 33,271 $3.12M 3.45% +8,751 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 32,267 $3.02M 0.2% -2,376 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 30,833 $2.89M 0.01% -531 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 29,921 $2.8M 0.1% +1,256 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 29,003 $2.72M 1.35% +7,080 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 28,600 $2.68M 0.01% -32 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 28,299 $2.65M 0.08% -685 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 26,376 $2.47M 0.01% -3,148 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 26,053 $2.44M 0.08% +10,329 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 24,128 $2.39M 0.34% +1,589 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 25,417 $2.38M 0.77% +6,287 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 23,913 $2.24M 0.01% +725 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 20,721 $1.94M 0.02% +9,998 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 16,714 $1.57M 0.76% +16,664 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,447 $1.54M <0.01% +1,047 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 15,426 $1.44M 0.47% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,149 $1.42M 0.02% +878 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 13,925 $1.39M 0.17% -107 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 13,905 $1.3M 0.1% +228 13F-HR/A Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 13,354 $1.25M 0.33% +4,588 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 12,400 $1.14M 0.39% +5,270 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,125 $1.14M <0.01% +6,575 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,099 $1.13M 0.01% +6,759 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 12,045 $1.13M 1.33% -591 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 11,686 $1.09M 0.54% +5,913 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 11,426 $1.07M 0.21% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,337 $1.06M <0.01% -1,168 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 10,956 $1.03M 0.22% +10,231 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,775 $1.01M 0.03% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,472 $981K 0.07% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 10,228 $958K 1.26% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,091 $945K 0.01% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 10,089 $945K 0.18% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,049 $941K <0.01% -8,621 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 9,604 $900K 0.01% -1 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 9,471 $887K 0.88% -306 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,713 $816K 0.12% new 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,713 $816K <0.01% new 13F-HR/A Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,708 $816K 0.01% +5,853 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,620 $807K 0.03% +8,604 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,198 $768K 0.01% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 8,172 $765K 0.29% -75 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,374 $691K 0.01% -536 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 7,341 $688K 0.37% +203 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 6,081 $570K 0.07% -5,446 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,182 $485K 0.35% +1,237 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,033 $471K 0.03% +436 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,773 $447K 0.39% new 13F-HR/A Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 4,763 $446K 0.19% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,737 $444K 0.04% +1,080 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,660 $437K <0.01% new 13F-HR Timeline Group Strategic Equity Management More: the full row for Strategic Equity Management 4,481 $420K 0.18% -5,114 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 4,357 $408K 0.33% -1,000 13F-HR/A Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,047 $403K 0.09% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,270 $400K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,184 $392K <0.01% -1,315 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,143 $388K 0.04% -34 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,026 $377K <0.01% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,798 $356K 0.11% +791 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,565 $334K 0.02% +100 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,464 $324K <0.01% +801 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,222 $302K <0.01% +973 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,985 $298K 0.01% 0 13F-HR Timeline Group Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 2,965 $278K 0.07% +250 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,760 $259K 0.01% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,558 $240K <0.01% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,539 $238K 0.02% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,356 $221K 0.01% +130 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,309 $216K <0.01% -534 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,225 $208K <0.01% -11,120 13F-HR/A Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,166 $203K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,635 $153K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,072 $100K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 913 $85.5K 0.07% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 894 $83.7K <0.01% +97 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 882 $82.6K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 625 $58.5K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 410 $38.4K 0.02% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 365 $34.2K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 274 $25.7K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 230 $21.5K <0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 125 $11.7K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 118 $11.1K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 114 $10.7K <0.01% -246 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 111 $10.4K <0.01% -16 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 107 $10K <0.01% 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 77 $7.21K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 36 $3.37K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 26 $2.44K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 18 $1.69K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3 $283 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3 $281 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -92 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.