Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,214,209 $247M 8.12% +120,233 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,474,401 $204M 0.22% +117,413 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,817,821 $165M 0.05% +230,242 13F-HR Timeline TRUST POINT INC. 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Empirical Wealth Management 723,464 $42.4M 0.76% +718,849 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 514,956 $30.2M 4.69% new 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 402,504 $23.6M 16.09% +40,487 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 382,611 $22.4M 4.28% -115 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 374,511 $22M 0.03% +327,521 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 371,378 $21.8M 0.02% +285,623 13F-HR Timeline Legacy Financial Advisors, Inc. 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More: the full row for LANARK FINANCIAL, INC. 88,006 $5.16M 0.39% +645 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 86,322 $5.06M <0.01% -11,569 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 82,578 $4.84M 0.32% -843 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 75,558 $4.43M 0.06% +550 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 71,804 $4.21M 0.29% +14 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 70,587 $4.14M 0.01% +12,132 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 61,334 $3.6M 0.17% +338 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 60,663 $3.56M 0.07% +3,654 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 55,154 $3.24M 0.72% +3,132 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 46,422 $2.72M 0.82% +1,054 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 45,957 $2.7M 0.24% +5,184 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Stratos Wealth Partners, LTD. 8,175 $480K 0.01% +4,397 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,948 $466K 0.05% -1,225 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,885 $463K 0.03% -1,371 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,848 $460K 0.09% +1,892 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,009 $411K <0.01% +800 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 6,994 $410K 0.02% -26 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,373 $374K 0.11% -1,859 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,225 $365K 0.04% 0 13F-HR Timeline D'Orazio & Associates, Inc. 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More: the full row for Vise Technologies, Inc. 5,653 $332K 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,408 $317K <0.01% +166 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,285 $310K <0.01% new 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,274 $309K 0.03% +31 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,909 $288K 0.07% -102 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,898 $287K <0.01% +1,868 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,788 $281K 0.23% -1,453 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 4,614 $271K 0.11% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,507 $264K 0.01% -2,626 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,464 $262K <0.01% -160 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,352 $255K 0.01% -153 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,289 $252K 0.01% -290 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 4,050 $238K 0.08% -488 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,038 $237K <0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,015 $236K <0.01% -23,117 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. 4,000 $235K <0.01% -1,921 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,994 $234K 0.03% -1,941 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,890 $228K 0.01% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,854 $226K 0.05% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,701 $217K <0.01% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,519 $206K 0.04% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,409 $200K <0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,985 $169K 0.14% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,738 $161K <0.01% +2,148 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,637 $155K 0.01% +1,927 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,252 $132K 0.01% +270 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,683 $98.7K <0.01% +1,491 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,681 $98.6K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,279 $75K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,148 $67.4K 0.01% +37 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 853 $50K <0.01% +19 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 699 $41K <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 $41K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 629 $36.9K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 600 $35.2K <0.01% 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 491 $29K 0.02% +12 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 400 $23.5K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 280 $16.4K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 279 $16.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 259 $15.2K <0.01% -78 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 59 $11.7K <0.01% new 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 188 $11K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 100 $5.87K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 26 $1.53K <0.01% new 13F-HR Timeline