ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 62,203,831 $3.28B -9,918,847 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 26,585,056 $1.4B 0.32% -780,065 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15,932,165 $810M 0.05% -4,437,430 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 14,150,853 $746M 5.54% -5,500,264 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,200,979 $538M 0.03% +1,106,356 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,213,447 $486M 0.1% -235,017 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/ 6,660,357 $351M 0.02% -92,348 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,160,767 $325M 0.66% +928,195 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,319,125 $280M 1.75% -919,390 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,311,398 $280M 3.33% -2,619,487 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,280,812 $278M 4.28% -2,164,805 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,183,823 $273M 0.07% +1,511,163 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,116,022 $270M 0.25% +315,379 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,331,839 $228M 0.12% +1,494,611 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,089,344 $163M 0.32% -632,483 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,934,791 $155M 0.46% -355,623 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,881,912 $152M 0.19% +106,176 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 2,635,605 $139M 5.59% +32,953 13F-HR Timeline 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 2,547,345 $134M 0.02% -651,236 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 2,406,212 $127M 3.23% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,346,711 $124M <0.01% +1,187,767 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,249,238 $119M 0.74% -268,077 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,202,045 $116M 0.98% -472,647 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,163,848 $114M 1.17% -263,871 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,939,405 $102M 6.64% +825,188 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,922,422 $101M +679,633 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,861,364 $98.1M 0.02% +779,562 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,817,689 $95.8M 0.64% +1,080,919 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,734,778 $91.5M 0.11% +133,800 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 1,651,778 $87.1M 3.01% -471,519 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,560,407 $82.3M +1,488,051 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,502,184 $79.2M 0.07% -198,223 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 1,464,996 $77.2M 1.8% -13,754 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,393,229 $73.1M 0.12% -191,450 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,384,319 $73M 2.65% -263,133 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,353,121 $71.3M 0.33% -252,333 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,339,482 $70.6M 0.34% +473,619 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,320,642 $69.6M 0.04% +928,607 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,275,000 $67.2M 0.37% -241,138 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 991,220 $52.3M 1.23% -60,032 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 939,162 $49.5M 2.44% -6,762 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 870,180 $45.9M 0.52% +627,612 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 865,960 $45.7M +91,876 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 823,838 $43.4M 0.2% -175,839 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 822,877 $43.4M 0.26% +113,100 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 806,289 $42.5M 1.27% -166,791 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 727,504 $38.4M 0.38% -161,996 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 720,220 $38M 0.81% +36,301 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 708,465 $37.4M 0.05% -181,934 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 708,263 $37.3M 1.17% -137,635 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 704,032 $37.1M 0.08% -34,287 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 695,064 $36.6M 0.06% -37,609 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 682,952 $36M 3.58% +20,877 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 678,726 $35.8M 0.04% -63,708 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 677,611 $35.7M 1.35% +669,913 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 647,452 $34.1M 0.29% new 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 639,824 $33.7M 3.72% -1,317 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 632,671 $33.4M 2.95% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 625,253 $33M 0.71% -184,637 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 624,494 $32.9M 0.31% +182,653 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 622,079 $32.8M 1.82% -92,154 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 618,705 $32.6M 2.68% -4,263 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 598,286 $31.5M 1.05% +41,611 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 592,488 $31.2M 1.88% -128,797 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 514,468 $27.1M 2.36% +320,662 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 626,347 $26.8M 1.59% +24,095 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 507,975 $26.8M 0.12% +72,691 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 498,577 $26.3M 0.43% -120,227 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 531,057 $26M 2.98% -96,549 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 487,559 $25.7M 0.31% +219,657 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 483,113 $25.5M 0.13% -20,703 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 473,398 $25M 3.01% -119,940 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 468,378 $24.7M 3.68% -780 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 460,368 $24.4M 0.1% +163,969 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 458,867 $24.2M 2.82% -175,344 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 451,582 $23.8M 3.89% -59,606 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 445,504 $23.5M 0.24% +12,075 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 437,840 $23.1M 0.25% +384,892 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 410,397 $21.6M 10.79% +156,224 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 405,645 $21.4M 1.06% -68,776 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 397,817 $21M 1.4% -1,189 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 397,268 $20.9M 0.18% -12,391 13F-HR Timeline Group Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 391,169 $20.6M 4.76% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 387,287 $20.4M 0.31% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 386,933 $20.4M 2.71% -83,035 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 384,247 $20.3M 2.55% -43,997 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 377,921 $19.9M 1.18% -40,882 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 364,081 $19.2M 0.15% -68,891 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 382,368 $18.9M 2.49% -93,746 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 357,164 $18.8M 1.61% -60,124 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 355,654 $18.8M 0.22% +109,431 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 341,560 $18M 1.73% +33,902 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 337,302 $17.8M 0.02% +162,858 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 421,954 $17.7M +173,113 Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 335,401 $17.7M 0.46% -86,182 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 328,627 $17.3M 0.4% -73,887 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 326,469 $17.2M 2.56% -29,961 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 316,195 $16.7M 0.13% -43,303 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 353,805 $16.6M 1.11% -121,267 13F-HR Timeline EQ LLC More: the full row for EQ LLC 312,275 $16.5M 4.04% -74,597 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 308,224 $16.2M 1.36% -22,693 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 307,265 $16.2M 2.06% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 305,913 $16.1M 1.93% -80,371 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 301,712 $15.9M 2.21% -83,131 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 301,030 $15.9M 3.09% -25,894 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 297,104 $15.7M 0.23% -116,927 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 289,873 $15.3M 1.84% -5,412 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 288,998 $15.2M 0.01% new 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 288,610 $15.2M 0.02% +192,922 13F-HR Timeline Group Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 286,945 $15.1M 4.74% -192,343 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 283,852 $15M 0.75% -47,497 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 281,972 $14.9M 0.17% -7,102 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 271,272 $14.3M 1.3% -45,551 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 268,644 $14.2M 2.13% -62,664 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 268,572 $14.2M 3.03% -71,611 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 264,731 $14M 1.4% +48,612 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 261,414 $13.8M 3.12% -24,730 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 260,734 $13.7M 1.52% -71,426 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 260,353 $13.7M 0.27% +28,761 13F-HR Timeline Group Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 258,723 $13.6M 7.8% -94,870 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 252,580 $13.3M 5.88% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 270,562 $13.3M 0.01% +269,217 13F-HR Timeline Group Keystone Financial Services More: the full row for Keystone Financial Services 248,027 $13.1M 3.37% -61,651 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 247,080 $13M +136 Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 239,665 $12.6M 0.75% +938 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 238,544 $12.6M 0.13% -7,782 13F-HR Timeline Group KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 235,240 $12.4M 3.52% -5,619 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 234,379 $12.4M 5.02% -42,082 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 227,170 $12M 4.34% -32,663 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 226,766 $12M 3.26% -145,248 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 223,091 $11.8M 1.45% -44,054 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 217,958 $11.5M 1.05% +168,869 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 214,928 $11.3M 5.49% -15,940 13F-HR Timeline HEMMING& WEALTH MANAGEMENT, INC. More: the full row for HEMMING& WEALTH MANAGEMENT, INC. 212,817 $11.2M 6.83% new 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 211,985 $11.2M 3.82% +10,516 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 209,669 $11.1M 3.01% -61,562 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 208,852 $11M 3.46% -42,651 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 230,059 $10.7M 2.53% -30,720 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 203,565 $10.7M 1.21% -48,164 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 203,415 $10.7M 0.86% -34,837 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 202,869 $10.7M 2.41% -53,352 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 197,710 $10.4M 1.22% -138,874 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 197,643 $10.4M 0.54% -49,769 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 197,056 $10.4M 0.62% -191,473 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 217,012 $10.4M 0.02% -48,732 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 194,981 $10.3M 0.11% +13,856 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 219,427 $9.97M 0.24% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 187,848 $9.9M 1.7% +105,694 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 186,844 $9.85M 0.02% +56,258 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 186,666 $9.84M 1.8% -43,363 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 185,588 $9.78M 2.37% -6,436 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 209,497 $9.7M 0.16% -10,288 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 179,867 $9.48M 2.18% +36,098 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 178,857 $9.43M -13,758 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 175,763 $9.27M 0.17% -31,116 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 174,181 $9.18M 3.62% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 173,014 $9.12M 2.34% +14,198 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 171,060 $9.02M 1.34% +12,715 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 167,937 $8.85M 2.04% -26,094 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 167,819 $8.85M 0.97% -39,592 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 165,760 $8.74M 0.18% +1,956 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 165,409 $8.72M 2.96% new 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 164,474 $8.67M 3.49% +147,705 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 163,535 $8.62M 0.89% -70,011 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 162,989 $8.59M 3.53% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 160,344 $8.45M 1.89% -22,596 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 158,184 $8.34M 0.75% +88,225 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 158,068 $8.33M 0.2% -11,512 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 156,337 $8.24M 0.8% -43,475 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 154,143 $8.13M 0.01% -397,759 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 152,995 $8.07M 0.08% -74,587 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 152,978 $8.07M 0.96% -46,772 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 147,814 $7.79M 2.2% -28,659 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 146,697 $7.73M 2.51% -123 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 142,192 $7.5M 0.14% -9,413 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 140,257 $7.39M 2.1% +97,115 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 139,883 $7.37M 2.1% -6,494 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 139,683 $7.36M 2.35% -15,309 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 139,150 $7.34M 1.12% -44,848 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 138,850 $7.32M 0.14% -4,810 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 137,765 $7.26M 2.05% +8,655 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 137,458 $7.25M 1.06% +103,900 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 136,699 $7.21M 0.73% +35,854 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 135,112 $7.12M 1.61% -16,985 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. 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