LPL Financial LLC More: the full row for LPL Financial LLC 4,142,278 $221M 0.09% +102,790 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,024,754 $162M +323,974 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 420,225 $22.5M 0.23% +11,416 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 276,635 $14.8M 0.48% -13,976 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 241,745 $12.9M 0.08% +1,092 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 235,066 $12.6M 6.12% +2,108 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 234,857 $12.6M 3.11% -21,985 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 218,473 $11.7M 8.93% -227,436 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 212,551 $11.4M 0.02% +24,254 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 182,674 $10M 6.22% +21,311 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 181,254 $9.69M 0.19% +25,112 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 167,704 $8.96M 0.26% +1,188 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 162,283 $8.67M 0.98% +157,647 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 158,314 $8.46M 1.19% +15,536 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 115,180 $6.37M 0.04% +1,564 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 115,584 $6.18M 2.38% +1,128 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 105,792 $5.65M 5.59% -3,062 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 104,134 $5.56M 1.14% +3,120 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 100,658 $5.38M 0.03% +3,256 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 97,104 $5.19M 0.13% -10,200 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 96,507 $5.16M <0.01% +12,370 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 94,689 $5.06M 0.04% +2,770 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 92,244 $4.93M 0.01% -857 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 89,724 $4.79M 0.01% -1,307 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 83,712 $4.6M 1.31% +79,587 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 85,090 $4.55M 0.14% +15,995 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 68,225 $3.65M 0.01% +713 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 64,739 $3.46M 0.32% +9,817 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 54,915 $2.93M 2.92% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 49,593 $2.65M 0.99% +1,124 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 49,445 $2.64M 2.63% +11,483 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 48,466 $2.59M 1.12% -3,578 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 42,477 $2.27M 1.4% -5,385 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 37,789 $2.02M 0.58% -2,275 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,908 $1.76M 0.01% +3,477 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 28,725 $1.54M 0.35% -1,722 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 28,221 $1.51M 0.06% -142 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 28,213 $1.51M 0.69% +2,350 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 26,758 $1.43M 0.01% -4,783 13F-HR Timeline Group Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 26,410 $1.41M 1.47% 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 26,364 $1.41M 0.02% -1,143 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 23,170 $1.24M 0.08% -617 13F-HR Timeline Group Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 21,975 $1.17M 0.13% -1,243 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 21,153 $1.13M <0.01% +8,454 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 19,889 $1.06M 0.13% 13F-HR Timeline CROBAN More: the full row for CROBAN 18,257 $975K 0.96% 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 17,767 $949K 0.74% -330 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 16,811 $898K 0.32% -13,503 13F-HR/A Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 15,578 $832K 0.72% -551 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,730 $787K 0.04% +3,460 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 14,032 $750K 1.28% -38 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,963 $746K 0.03% -926 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 13,736 $741K 0.04% -462 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,957 $692K 0.02% -713 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 12,449 $665K 0.24% -1,481 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,273 $656K <0.01% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,083 $648K 0.06% +16 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 10,158 $545K 0.3% +389 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,041 $537K <0.01% -346 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,777 $521K 0.28% +467 13F-HR/A Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,010 $481K 0.19% -248 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 8,820 $471K 0.63% +982 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,716 $466K 0.16% -1,853 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,890 $422K 0.02% -6,172 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 7,154 $382K 0.47% +20 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,814 $377K <0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,840 $366K <0.01% 0 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,655 $356K 0.04% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,575 $351K 0.19% -324 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,545 $350K <0.01% -3,452 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,359 $340K <0.01% -309 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 5,713 $312K 0.07% -138 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,638 $300K 0.1% -137 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 5,377 $287K 0.16% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,242 $280K 0.03% +402 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,073 $271K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 4,865 $260K 0.09% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,853 $259K <0.01% -12,795 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,799 $256K 0.01% new 13F-HR Timeline Group True Vision MN LLC More: the full row for True Vision MN LLC 4,545 $243K 0.14% -323 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,364 $233K 0.14% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,305 $230K 0.03% -126 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 4,241 $227K 0.21% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,059 $164K 0.02% +1,435 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,062 $164K 0.02% +2 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,509 $134K 0.12% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,109 $113K 0.08% -2,134 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,043 $109K <0.01% -9,092 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,978 $106K <0.01% +387 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,482 $79.2K <0.01% +238 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 711 $38.2K 0.03% +2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 517 $27.6K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 473 $25.3K <0.01% -108 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 468 $25K 0.01% +1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 355 $19K 0.02% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 262 $14K <0.01% -14,076 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 227 $12.1K <0.01% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 200 $10.7K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 180 $10K 0.01% +37 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 181 $9.67K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 160 $8.55K <0.01% new 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 37 $1.98K <0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 32 $1.73K <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.