Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,749,620 $197M 8.38% +407,979 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 3,394,147 $178M 16.15% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,629,916 $138M 13.03% -344,207 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,216,823 $116M 0.01% +1,904,214 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,052,718 $108M 0.04% +502,095 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,039,834 $107M 0.13% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,233,808 $64.8M 5.5% +2,116 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 930,707 $48.9M 0.26% +396,152 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/ 638,317 $33.5M <0.01% +41,521 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 391,703 $20.6M 4.2% +8,678 13F-HR/A Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 366,689 $19.3M 14.59% +55,125 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 354,204 $18.6M 2.91% -1,492 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 307,301 $16.1M +20,527 Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 300,470 $15.8M 3.88% -10,393 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 284,339 $14.9M 1.72% +17,217 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 275,552 $14.5M 2.33% +44,097 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 266,758 $13.9M 1.23% +20,104 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 261,679 $13.8M 0.01% +69,936 13F-HR Timeline Group Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 225,376 $11.8M 4.42% +51,063 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 200,992 $10.6M <0.01% -106,230 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 191,816 $10.1M 0.12% +4,645 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 176,087 $9.25M 2.68% -1,051 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 168,106 $8.83M 4.53% -1,512 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 152,856 $8.03M <0.01% +32,882 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 124,271 $6.53M 0.13% -11,659 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 102,101 $5.37M 0.01% +14,775 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 88,004 $4.62M 0.01% +72,475 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 83,573 $4.39M 0.01% -2,300 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 81,936 $4.31M 0.01% +18,632 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 79,360 $4.17M 0.34% +1,973 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 74,629 $3.92M 0.29% -36,742 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 70,156 $3.69M -1,507 Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 63,525 $3.34M 0.06% +15,344 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 60,615 $3.19M 0.15% -7,141 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 58,666 $3.08M 0.01% +53,607 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 52,585 $2.76M 0.09% +14,305 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 48,930 $2.57M 0.54% -3,583 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 41,449 $2.18M 0.71% -1,170 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 40,763 $2.14M <0.01% +2,801 13F-HR/A Timeline Group L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 39,614 $2.08M 0.56% +1,383 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 35,218 $1.85M 0.04% +2,916 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 34,526 $1.81M 0.14% -3,671 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 32,709 $1.72M 0.16% +8,217 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 29,423 $1.55M 0.01% +6,249 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25,298 $1.33M 0.03% +2,257 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 24,956 $1.31M 0.01% -13,910 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,311 $1.01M 0.03% -8,139 13F-HR Timeline Group Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 18,880 $992K 0.73% +6,538 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. 17,801 $935K 0.02% +363 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 17,712 $931K <0.01% -835 13F-HR/A Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 17,404 $915K 0.04% +1,699 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,499 $709K <0.01% +931 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,891 $677K 0.03% +7,631 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,773 $671K 0.15% +120 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,923 $627K <0.01% -209 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 10,215 $537K 0.36% +2,665 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,079 $530K <0.01% -250 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,974 $524K <0.01% -14,534 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,788 $514K 0.09% +4,507 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 9,148 $492K 0.25% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 9,009 $473K 0.39% -3,762 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 8,627 $453K 0.22% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,442 $444K <0.01% -84 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,298 $436K 0.07% +2,649 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,895 $415K <0.01% 0 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,749 $407K 0.01% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,425 $390K <0.01% new 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,369 $387K 0.01% +1,584 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,150 $376K 0.12% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 7,026 $369K 0.02% +62 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,811 $358K 0.03% +3,086 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,779 $356K <0.01% -212 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,672 $351K 0.07% +2,092 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,295 $331K 0.01% +594 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,069 $319K 0.05% -3,590 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,689 $299K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,608 $295K 0.01% +256 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,484 $288K 0.03% +88 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,466 $287K 0.07% +881 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,188 $273K 0.07% -52,725 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 5,082 $267K 0.1% -122 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,525 $238K 0.01% -1,825 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,423 $232K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,605 $137K <0.01% +195 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,681 $88.3K 0.03% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,121 $58.9K <0.01% -1,066 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 951 $50K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 677 $35.4K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 629 $33.1K <0.01% +217 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 590 $31K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 570 $30K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 525 $27.6K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 447 $23.5K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 400 $21K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 400 $21K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 357 $19K 0.01% +53 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 337 $17.7K <0.01% +69 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 280 $14.7K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 240 $12.6K <0.01% +5 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 188 $9.88K 0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.