LPL Financial LLC More: the full row for LPL Financial LLC 259,591 $11M <0.01% -1,116 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 195,056 $8.29M 0.01% -5,018 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 158,000 $6.71M <0.01% -31,120 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 138,561 $5.89M 0.01% +13,772 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 102,803 $4.37M 0.44% -580 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 100,487 $4.27M <0.01% +2,207 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 95,616 $4.06M <0.01% +168 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 67,470 $2.87M <0.01% -7,665 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 51,457 $2.19M <0.01% -10,959 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 51,024 $2.17M <0.01% -270 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 48,317 $2.05M 0.01% -125 13F-HR Timeline Group FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 46,740 $1.99M 1.46% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 43,425 $1.85M 0.45% -3,250 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 39,180 $1.67M 1.01% -12,990 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,934 $1.61M <0.01% -5,950 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 36,897 $1.57M 0.02% -1,355 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 30,831 $1.31M <0.01% +69 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 30,593 $1.3M <0.01% +3,944 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 26,777 $1.14M 0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 26,671 $1.13M 0.09% 0 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/ 24,826 $1.06M <0.01% +295 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 23,931 $1.02M <0.01% +2,982 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 22,420 $953K <0.01% +688 13F-HR Timeline Group CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 21,895 $931K 2.69% 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 20,008 $850K -6,734 Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,053 $767K 0.03% +500 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,339 $737K 0.02% -70 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,834 $673K <0.01% +1,390 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,216 $647K 0.01% -667 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 14,411 $612K 0.25% -1,933 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,375 $611K 0.02% +2,532 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,940 $592K <0.01% -1,361 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 13,760 $585K <0.01% -1,340 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,728 $583K <0.01% +1,538 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,613 $579K 0.01% -209 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 13,006 $553K 0.02% +486 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 12,653 $538K 0.31% +517 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 11,392 $484K 0.16% +12 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,175 $475K <0.01% +763 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,062 $470K 0.01% -385 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 10,534 $448K 0.13% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 10,476 $445K 0.13% -340 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 10,345 $440K 0.15% -992 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,340 $439K 0.01% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,222 $434K <0.01% -615 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,852 $419K 0.03% new 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,542 $406K <0.01% +1,349 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 9,404 $400K 0.11% -1,480 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,357 $398K <0.01% +814 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 9,110 $387K 0.06% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 8,958 $381K 0.02% +9 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,940 $380K 0.01% -62 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 8,683 $369K 0.07% +286 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,602 $366K <0.01% -353 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,454 $359K 0.01% -7,140 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,912 $336K <0.01% -100 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,650 $325K 0.02% +12 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,634 $324K 0.01% +841 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 7,575 $322K 0.19% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,505 $319K <0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,411 $315K 0.02% -1,629 13F-HR/A Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,077 $301K 0.03% +4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,023 $298K 0.01% +264 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 6,509 $277K <0.01% +174 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,362 $270K 0.04% -535 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 6,320 $269K 0.01% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,139 $261K <0.01% +221 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,768 $245K <0.01% -234 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,615 $239K <0.01% +100 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 5,261 $224K 0.15% -199 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,223 $222K 0.02% +5 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,175 $220K <0.01% -2,937 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,160 $219K 0.02% +2 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,154 $219K 0.01% -195 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,056 $215K 0.02% -114 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,057 $215K <0.01% -828 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,899 $208K 0.01% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 4,843 $206K 0.11% +3 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,762 $202K 0.01% +1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,877 $185K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,203 $179K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,996 $170K <0.01% -433 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,504 $149K <0.01% -3,413 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,473 $148K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,382 $144K <0.01% +364 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,906 $124K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,618 $111K <0.01% -125 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,586 $110K <0.01% +3 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,463 $105K <0.01% +3 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,440 $104K <0.01% +1 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,329 $99K 0.03% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,056 $87.4K <0.01% -2,379 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,830 $78K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,717 $73K <0.01% -245 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,477 $62.8K <0.01% -1,494 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,417 $60.2K <0.01% 0 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. 1,355 $57.9K <0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 1,250 $53.1K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,224 $52K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,095 $46.5K <0.01% -95 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,000 $42.5K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,000 $42.5K <0.01% -263,554 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 825 $39.3K <0.01% +25 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 900 $38.2K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 896 $38.1K <0.01% +1 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 885 $37.6K 0.04% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 829 $35.2K 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 765 $32.5K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 740 $31.4K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 575 $24.4K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 531 $22.6K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 524 $22.3K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 500 $21.2K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 507 $21K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 426 $18.1K <0.01% +1 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 426 $18.1K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 400 $17K <0.01% new 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 400 $17K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 400 $17K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 355 $15.1K <0.01% -1,220 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 278 $11.8K <0.01% +1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 250 $10.6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 250 $10.6K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 229 $9.72K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 204 $8.45K <0.01% -315 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 196 $8.35K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 195 $8.29K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 163 $6.93K <0.01% 0 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 162 $6.88K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 125 $5.31K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 112 $4.74K <0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 109 $4.63K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 100 $4.25K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 93 $3.95K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 87 $3.69K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 52 $2.21K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 45 $1.91K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 31 $1.33K <0.01% +6 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 20 $850 <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4 $179 <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 0 $3 <0.01% -5 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -4,733 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.