ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 13,020,755 $657M 0.22% -942,130 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,046,221 $153M 0.03% -201,851 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 943,059 $47.5M 11.02% -10,525 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 925,699 $46.6M 0.01% -81,617 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 906,812 $45.6M 0.01% +163,999 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 869,794 $43.8M 2.39% +150,000 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 751,307 $37.8M 0.8% +71,556 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/ 374,925 $18.9M <0.01% +139,424 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 277,632 $14M 0.08% -1,192 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 271,547 $13.7M 0.21% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 256,100 $12.9M 0.02% +3,139 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 203,416 $10.2M 0.05% -106,952 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 198,666 $10M 0.01% +18,739 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 178,264 $8.97M 0.11% +10,644 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 167,519 $8.43M 0.33% +12,065 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 155,835 $7.85M 0.01% -21,019 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 155,773 $7.84M <0.01% -9,529 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 133,419 $6.72M 0.24% -2,863 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 125,809 $6.33M 0.01% -44,162 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 107,777 $5.43M <0.01% new 13F-HR Timeline Group PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 98,583 $4.95M 3.06% +4,873 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 81,864 $4.12M 0.02% +64,311 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 81,728 $4.11M 0.11% -42,006 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 74,680 $3.76M <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 73,056 $3.68M 0.01% +1,301 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 72,257 $3.64M 0.3% +7,405 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 70,889 $3.57M <0.01% -83,280 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 66,876 $3.37M <0.01% +28,378 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 57,731 $2.91M 0.01% +73 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 54,582 $2.75M 0.02% +27,526 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 50,405 $2.54M 0.01% +2,714 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 43,643 $2.2M 0.08% -4,855 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 42,633 $2.15M <0.01% new 13F-HR Timeline Group Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 40,077 $2.02M 0.44% -10,617 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 32,683 $1.65M 0.96% +6,608 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 31,250 $1.57M 0.2% +2,992 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 29,910 $1.51M 0.01% +3,746 13F-HR Timeline Group Warner Group LLC More: the full row for Warner Group LLC 29,534 $1.49M 0.37% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,639 $1.44M <0.01% +439 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,391 $1.28M <0.01% -1,999 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 24,394 $1.23M 0.23% +21,882 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 24,193 $1.22M 0.92% +9,000 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,071 $1.21M 0.02% -1,119 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,050 $1.16M 0.02% +3,350 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 20,995 $1.06M 0.3% +661 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 20,782 $1.05M 0.04% -1,063 13F-HR Timeline Group CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 20,057 $1.01M 0.79% -46 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 19,687 $991K 0.43% -57,596 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 18,889 $951K 0.59% +1,207 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 18,307 $922K 0.04% -82 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 17,946 $903K <0.01% -1,704 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,372 $824K <0.01% +1,194 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 16,257 $818K 0.21% +2,006 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,200 $816K 0.07% +2,000 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 14,818 $746K 0.58% -158 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 14,546 $732K 0.2% +4,817 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 13,786 $694K 0.41% -116 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 13,747 $692K 0.21% +120 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 13,560 $683K 0.04% -311 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,563 $632K 0.01% -2,079 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,267 $618K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,953 $602K <0.01% +2,513 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 11,358 $572K 0.35% +1,065 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,408 $524K 0.01% -1,245 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,915 $499K <0.01% +6,260 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,812 $494K 0.01% -1,250 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,751 $491K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,445 $475K <0.01% +166 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 9,421 $474K 0.09% -701 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,291 $468K <0.01% -296 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 7,306 $368K 0.12% -177 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,248 $365K 0.02% -656 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,396 $322K 0.01% -1,673 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,101 $307K <0.01% new 13F-HR Timeline Group Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 6,064 $305K 0.05% -966 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,045 $304K <0.01% 0 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,807 $292K 0.03% -1,697 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,559 $280K <0.01% +42 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,450 $274K 0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,314 $268K <0.01% +35 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 4,374 $220K 0.04% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,032 $203K <0.01% -311 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 2,675 $135K 0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,042 $103K <0.01% -770 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,444 $72.7K <0.01% -1 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 445 $22.4K 0.02% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 270 $14K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 262 $13.2K <0.01% -37 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 200 $10.1K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 180 $9.06K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4 $201 <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $97 <0.01% -103 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $8 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios.