LPL Financial LLC More: the full row for LPL Financial LLC 1,019,626 $24.5M 0.01% +93,821 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 834,871 $20.1M 0.26% +66,655 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 775,126 $18.6M <0.01% +85,977 13F-HR/A Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 584,970 $14.1M 0.52% +80,000 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/ 499,857 $12M <0.01% +69,495 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 395,917 $9.58M 1.49% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 275,101 $6.61M 0.1% +89,635 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 245,479 $5.9M 0.01% +79,398 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 199,866 $4.8M 0.01% -5,169 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 191,513 $4.6M <0.01% +64,719 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 167,985 $4.04M <0.01% +12,218 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 135,672 $3.26M 0.51% +2,161 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 124,899 $3M 0.02% +104,663 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 123,465 $2.97M 0.01% +8,037 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 119,730 $2.88M 0.19% -26,876 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 119,681 $2.88M <0.01% +23,429 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 96,439 $2.32M <0.01% +75,379 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 92,979 $2.23M 0.11% +1,318 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 91,478 $2.2M 0.01% +14,653 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 87,217 $2.13M <0.01% -12,399 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 87,666 $2.11M <0.01% +3,556 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 87,007 $2.09M <0.01% +3,553 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 86,048 $2.07M +10,578 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 85,374 $2.05M <0.01% +16,409 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 84,543 $2.03M 1.16% 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 61,487 $1.48M <0.01% +6,974 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 58,453 $1.4M <0.01% +12,315 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 53,765 $1.29M <0.01% +1,556 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 47,946 $1.15M 0.21% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 47,132 $1.13M <0.01% +33 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 44,221 $1.06M <0.01% +18,833 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 42,605 $1.02M 0.11% -689 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 41,585 $999K 0.03% -2,833 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 40,159 $965K <0.01% +2,034 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 34,064 $819K <0.01% +1,975 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 33,806 $813K <0.01% +3,268 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 33,763 $811K <0.01% +3,633 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 31,836 $765K 0.38% +6,086 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 31,170 $749K 0.05% +6,073 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 28,067 $674K 0.03% +24,759 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 27,359 $657K 0.14% -968 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 26,619 $640K 0.03% +10,455 13F-HR/A Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 25,724 $618K 0.02% +6,975 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 25,438 $611K 0.04% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 24,240 $582K 0.01% +1,305 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 23,804 $572K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 21,833 $561K 0.09% -283 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 20,096 $483K 0.09% -2,619 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,104 $435K <0.01% +3,195 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 17,353 $417K <0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,250 $415K 0.01% +6,000 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 16,900 $406K 0.25% +2,820 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 16,381 $394K 0.05% +653 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 14,916 $360K 0.16% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,850 $357K <0.01% -1,717 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,778 $355K <0.01% -56,429 13F-HR Timeline Group RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 14,701 $353K 0.15% 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 15,000 $350K <0.01% 0 13F-HR Timeline Group APS Management Group, Inc. More: the full row for APS Management Group, Inc. 14,423 $347K 0.3% +84 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,485 $324K 0.01% -1,209 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 13,336 $320K 0.01% +1,000 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,891 $310K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,839 $285K 0.01% -3,960 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 11,828 $284K 0.17% +984 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,117 $269K 0.01% -297 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,251 $246K 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,847 $237K 0.01% -3,387 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 9,767 $235K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,634 $232K <0.01% -55 13F-HR Timeline Group KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 9,300 $223K 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,527 $205K <0.01% +2,000 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,389 $202K 0.01% -360 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,115 $147K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,369 $129K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,009 $96.3K 0.03% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,833 $92.1K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,732 $89.7K <0.01% +615 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,651 $63.7K <0.01% +910 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,641 $63K <0.01% +420 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,072 $51.9K 0.07% +1,064 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,674 $40.2K <0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,190 $28.6K 0.01% -1,190 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,166 $28K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,100 $26.4K 0.02% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,000 $24K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,000 $24K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 768 $18.5K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 699 $16.8K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 685 $16.5K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 666 $16K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 620 $14.9K <0.01% +9 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 604 $14.5K <0.01% -23,397 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 550 $13.2K <0.01% -1,500 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 537 $12.9K <0.01% +404 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 531 $12.8K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 513 $12.3K <0.01% -18,750 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 443 $10.6K <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 400 $9.61K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $9.61K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 350 $8.41K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 266 $6K <0.01% 0 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 230 $5.53K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 179 $4.32K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 165 $3.96K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 150 $3.6K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 125 $3K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 112 $2.69K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 80 $1.92K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 75 $1.8K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 72 $1.73K <0.01% 0 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 63 $1.51K <0.01% new 13F-HR Timeline