RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,228,596 $52.2M 7.35% +131,149 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,051,307 $47.4M 0.01% -1,389,719 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,697,383 $39.2M 1.61% +16,079 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 1,451,319 $33.6M 11.02% +1,245 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,029,166 $23.8M <0.01% -26,740 13F-HR/A Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 997,171 $23.1M 0.05% new 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 884,282 $20.4M <0.01% -6,430,724 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 862,740 $19.9M 5.19% +16,920 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710,135 $16.4M 0.01% +19,595 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 708,551 $16.4M -1,586,679 Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 589,195 $13.6M 1.61% +80,990 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 487,280 $11.3M <0.01% +114,087 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 417,848 $9.66M <0.01% +37,968 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 394,583 $9.12M 0.01% +371,359 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 381,518 $8.82M 0.36% +32,588 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 371,222 $8.58M 0.04% +23,893 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 352,979 $8.16M 4.77% +183,681 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 346,000 $8M 0.03% +41,000 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/ 344,037 $7.95M <0.01% -24,730 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 349,051 $7.94M 0.01% -60,208 13F-HR Timeline Group White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 334,970 $7.74M 5.83% +13,856 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 332,460 $7.69M <0.01% +4,019 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 327,625 $7.57M <0.01% +157,796 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 318,868 $7.37M <0.01% +7,954 13F-HR Timeline Group Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 272,258 $6.29M 1.31% -23,810 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 264,091 $6.11M 0.16% +17,020 13F-HR/A Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 240,088 $5.55M 1.63% +70,685 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 212,418 $4.91M 0.02% -17,779 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 205,983 $4.76M 3.3% +33,347 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 172,522 $3.99M <0.01% -860 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 171,897 $3.97M 0.27% +68,198 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 158,484 $3.66M <0.01% +7,510 13F-HR/A Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 151,692 $3.51M 1.42% -39,436 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 145,599 $3.37M 0.06% +3,662 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 127,032 $2.94M 0.38% -8,091 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 124,080 $2.87M 0.1% 0 13F-HR Timeline Group Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 121,548 $2.81M 1.92% -100 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 108,457 $2.51M 0.03% -3,086 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 108,006 $2.5M <0.01% +59,149 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 103,980 $2.4M 0.06% +15,499 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 102,836 $2.38M 0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 85,944 $1.99M <0.01% -42,345 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 83,416 $1.93M 0.04% -6,869 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 82,286 $1.9M <0.01% +4,349 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 71,788 $1.66M 1.15% -3,940 13F-HR Timeline DOW CHEMICAL CO /DE/ More: the full row for DOW CHEMICAL CO /DE/ 71,124 $1.64M 0.63% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 69,888 $1.62M 0.28% +17,460 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 66,627 $1.54M <0.01% -737,170 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 64,763 $1.5M 0.24% +16,164 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 60,143 $1.39M 0.53% +3,973 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 58,651 $1.36M 0.02% +460 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 53,885 $1.25M 0.53% +612 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 53,857 $1.25M 0.51% -196,361 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 53,608 $1.24M 0.01% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 52,555 $1.22M 0.14% +2,017 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 49,888 $1.15M 0.32% -2,188 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 48,356 $1.12M 0.01% -56,729 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 46,786 $1.08M <0.01% new 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 45,750 $1.06M 0.28% -50 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,063 $1.04M <0.01% +28,371 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 44,084 $1.02M <0.01% -1,220 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 43,260 $1M 0.07% -4,851 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 42,920 $992K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 37,632 $870K +2,726 Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 36,609 $846K 0.06% +3,113 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 35,453 $820K 0.02% +5,325 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 34,643 $798K <0.01% +15,483 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 33,793 $780K <0.01% +6,164 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 33,292 $770K 0.12% +1,796 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 32,707 $757K 0.18% -27,147 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 31,985 $739K 0.23% -5,288 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 29,793 $689K 0.01% -14,270 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 29,347 $678K <0.01% -26,892 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 28,872 $668K 0.03% -46,715 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 28,673 $663K 0.01% +1,301 13F-HR/A Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 26,251 $607K 0.12% new 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 23,971 $554K 0.39% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,675 $524K <0.01% -2,900 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,657 $524K <0.01% +577 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,579 $522K <0.01% -36,135 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 21,670 $501K <0.01% -7,988 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 21,395 $495K 0.48% +5,854 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 19,696 $455K 0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 19,007 $439K 0.02% 0 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 18,548 $429K 0.01% +438 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 17,819 $419K 0.11% +20 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 17,822 $412K <0.01% 0 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 15,991 $370K 0.09% -1,437 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,899 $368K 0.01% new 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 14,555 $337K 0.04% +652 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 14,322 $331K 0.12% +3,788 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 12,927 $300K 0.01% -324 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 12,300 $284K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,210 $282K 0.01% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 11,748 $272K 0.23% +79 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,565 $267K <0.01% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,358 $263K 0.01% +1,120 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,203 $259K <0.01% -2,886 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 10,904 $252K <0.01% +116 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,896 $252K <0.01% +523 13F-HR Timeline Group Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 10,906 $249K <0.01% +1,624 13F-HR Timeline Group Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 10,710 $248K 0.2% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 10,577 $245K 0.09% -19,225 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,460 $242K 0.03% +130 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 9,517 $220K 0.12% +508 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 9,254 $214K 0.04% -831 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 9,207 $213K 0.07% -827,913 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,875 $205K <0.01% -5,681 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,845 $204K 0.01% -266 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,265 $191K <0.01% +1,121 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,658 $177K 0.02% -434 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,151 $165K <0.01% -130,560 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,955 $161K <0.01% -666 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,471 $150K <0.01% -58,056 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,362 $124K <0.01% -981 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,075 $117K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,129 $95.5K 0.01% +1,512 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,213 $74.3K 0.01% +42 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 3,000 $69.4K 0.01% 0 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/ 2,571 $59.4K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,005 $46.4K <0.01% +72 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,806 $41.5K <0.01% +101 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,539 $35.6K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,266 $29.3K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,100 $25.4K <0.01% -378 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,059 $24.5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,000 $23.1K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 931 $21.5K 0.01% -94,101 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 795 $18.4K <0.01% -41,717 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 792 $18.3K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 439 $13.1K 0.01% -21,256 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 353 $8.16K <0.01% -5,913 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 323 $7.47K <0.01% -671 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 224 $5.18K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 220 $5.09K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 200 $4.62K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 157 $3.63K <0.01% +119 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 94 $2.17K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 92 $2.13K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 88 $2.03K <0.01% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 80 $1.83K <0.01% -1 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 67 $1.83K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 76 $1.76K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 45 $1.03K <0.01% +1 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 16 $370 <0.01% new 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 16 $359 <0.01% +1 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 12 $277 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8 $184 <0.01% -2 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8 $176 <0.01% -2 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1 $23 <0.01% 0 13F-HR/A Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 0 $5 <0.01% -2,843 13F-HR Timeline Amount filed as zero, left out of ratios. HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.