Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,093,976 $235M 8.15% +344,356 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,356,988 $193M 0.22% +1,317,154 13F-HR Timeline TRUST POINT INC. 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DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,329 $765K <0.01% -170 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,442 $656K 0.01% +1,363 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 11,373 $652K 0.41% +1,158 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 11,227 $644K 0.09% +1,439 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,698 $614K <0.01% +724 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,292 $590K 0.01% +2,923 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,899 $568K 0.08% +3,227 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,593 $550K 0.03% +3,904 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,395 $539K <0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 9,256 $531K 0.04% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 9,173 $526K 0.06% new 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 9,078 $521K 0.25% -70 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,766 $503K <0.01% +324 13F-HR Timeline Group WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 8,608 $494K 0.24% -19 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,232 $472K 0.13% +1,082 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 7,649 $439K 0.07% -649 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,133 $409K 0.01% +838 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 7,020 $403K 0.02% -6 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,857 $393K <0.01% +2,434 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 6,241 $358K 0.29% -2,768 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,225 $357K 0.04% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,209 $356K <0.01% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,069 $348K 0.05% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,956 $342K 0.06% +490 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 5,935 $340K 0.05% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,921 $340K <0.01% -1,974 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,608 $322K 0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,506 $316K <0.01% -2,243 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,243 $301K 0.03% -241 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,242 $301K <0.01% new 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,011 $287K 0.07% -177 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,624 $265K <0.01% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,615 $265K 0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,579 $263K 0.01% -8,312 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 4,538 $260K 0.09% -544 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,505 $258K 0.01% -20 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,100 $235K <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,778 $217K <0.01% new 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,770 $216K 0.11% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,030 $174K <0.01% +1,909 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,982 $114K 0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,681 $96.4K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,111 $63.7K 0.01% +664 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 951 $54.6K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 834 $47.8K <0.01% +309 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 710 $40.7K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 697 $40K <0.01% -17,015 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 629 $36.1K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 592 $34K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 590 $33.8K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 570 $32.7K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 479 $27K 0.01% +122 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 400 $22.9K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 337 $19.3K <0.01% 0 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 280 $16.1K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 279 $16K <0.01% +39 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 192 $10.9K <0.01% -485 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. 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