ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,162,989 $697M new Timeline LPL Financial LLC More: the full row for LPL Financial LLC 7,593,595 $219M 0.07% +7,293,899 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,938,293 $114M 0.01% +3,938,184 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,634,012 $76M 0.27% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,827,247 $52.7M <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,746,655 $50.4M 0.15% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,150,453 $33.2M 0.37% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,063,208 $30.7M 2.19% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,022,658 $29.5M 0.15% +1,022,353 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 992,904 $28.6M 5.36% +20,518 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 991,219 $28.6M 0.01% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 924,155 $26.7M 0.42% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 871,685 $25.1M 0.04% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 831,760 $24M 0.06% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 790,720 $22.8M 1.11% new 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 697,617 $20.1M 1.24% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 667,493 $19.3M 0.12% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 658,567 $19M 0.21% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 577,916 $16.7M 0.02% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 558,486 $16.1M 0.13% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 470,053 $13.6M 0.01% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 459,952 $13.3M 0.52% new 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 391,384 $11.3M 0.89% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 375,310 $10.8M 0.08% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 344,995 $9.95M 0.26% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 275,467 $7.95M 0.08% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 268,193 $7.74M 0.09% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 261,510 $7.54M 0.01% new 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 253,799 $7.32M 0.77% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 235,893 $6.81M 2.14% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 225,104 $6.49M 0.87% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 219,035 $6.32M 0.01% +214,004 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 218,348 $6.3M 0.01% new 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 216,193 $6.24M 0.51% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 215,020 $6.2M 1.23% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 210,352 $6.07M 0.02% new 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 204,719 $5.91M 0.39% new 13F-HR/A Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 199,923 $5.77M 1.02% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 198,976 $5.74M 0.41% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 193,875 $5.59M <0.01% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 184,211 $5.31M 0.01% new 13F-HR Timeline Group Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 182,257 $5.26M 1.55% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 173,657 $5.01M 0.2% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 156,642 $4.93M 1.23% new 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 148,946 $4.91M 2.79% 13F-HR Timeline EQ LLC More: the full row for EQ LLC 167,032 $4.82M 1.87% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 162,181 $4.68M 0.77% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 160,000 $4.62M 0.01% new 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 158,555 $4.57M 0.8% new 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 149,931 $4.53M 1.51% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 152,348 $4.4M 0.22% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 147,504 $4.26M 0.02% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 142,197 $4.1M 0.22% new 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 141,420 $4.08M 0.9% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 138,429 $3.99M 0.72% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 135,633 $3.91M 0.61% +135,093 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 134,866 $3.89M 1.85% +5,737 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 133,677 $3.86M 0.03% new 13F-HR/A Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 133,092 $3.84M 0.78% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 130,833 $3.77M 0.39% new 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 130,002 $3.75M 2.15% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 124,374 $3.59M 0.03% new 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 121,771 $3.51M 1.85% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 120,799 $3.49M 0.39% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 116,850 $3.37M 0.04% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 115,742 $3.34M 0.46% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 114,539 $3.3M 0.07% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 112,559 $3.25M 0.94% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 111,948 $3.23M 0.02% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 108,786 $3.14M 1.07% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 107,993 $3.12M 0.56% new 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 107,032 $3.09M 0.89% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 96,102 $3M 0.05% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 101,984 $2.94M 0.29% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 100,485 $2.9M 0.55% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 87,822 $2.69M 0.9% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 92,558 $2.67M 0.18% new 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 92,506 $2.67M 0.97% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 84,494 $2.63M 0.1% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 89,622 $2.59M 1.18% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 89,527 $2.58M 0.32% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 88,786 $2.56M 0.16% new 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 85,978 $2.48M 1.67% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 83,379 $2.41M 0.59% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 82,590 $2.38M 0.3% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 82,084 $2.37M 0.95% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 81,412 $2.35M 0.96% new 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 81,012 $2.34M 2.35% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 78,571 $2.27M <0.01% +78,341 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 78,546 $2.27M 0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 78,136 $2.25M 0.02% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 75,471 $2.18M 0.06% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 74,676 $2.15M 0.2% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 74,568 $2.15M 0.01% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 72,786 $2.1M 0.03% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 72,187 $2.08M 0.04% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 71,624 $2.07M 0.15% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 70,363 $2.03M 0.05% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 69,869 $2.02M 0.65% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 69,301 $2M 0.58% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 66,507 $1.92M 0.23% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 64,403 $1.86M 0.21% +16,633 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 63,888 $1.84M 0.05% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 63,541 $1.83M 0.29% new 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 60,443 $1.74M 1.66% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 60,182 $1.74M 0.18% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 59,582 $1.72M 0.36% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 57,660 $1.67M 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 57,797 $1.67M 0.05% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 57,390 $1.66M 0.07% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 57,262 $1.65M 0.23% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 56,407 $1.63M 0.89% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 56,239 $1.62M 0.05% new 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 56,010 $1.62M 0.21% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 55,936 $1.61M 0.31% new 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 55,763 $1.61M 0.85% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 55,152 $1.59M 0.07% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 54,253 $1.57M 0.32% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 54,052 $1.56M 0.4% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 51,763 $1.49M 0.04% 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 50,898 $1.47M 0.95% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 50,665 $1.45M 0.05% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 44,438 $1.44M 0.47% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 49,681 $1.43M 0.72% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 49,519 $1.43M 0.03% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 48,807 $1.41M 0.03% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 47,556 $1.37M 0.05% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 46,523 $1.34M 0.87% new 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 43,452 $1.25M 0.69% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 41,400 $1.19M 0.29% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 40,259 $1.16M 0.55% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,804 $1.15M <0.01% new 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 39,634 $1.14M 0.38% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 38,195 $1.1M 0.77% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 38,174 $1.1M 0.09% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 38,112 $1.1M 0.42% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 35,218 $1.02M 0.48% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 34,494 $995K 0.28% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 32,411 $989K 0.02% +8,101 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 34,152 $985K 0.02% new 13F-HR/A Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 33,416 $964K 0.32% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 31,299 $903K 0.07% new 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 31,181 $900K <0.01% -368,819 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 29,301 $845K 0.5% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 29,340 $828K 0.48% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 31,794 $823K 0.04% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 28,480 $822K 0.03% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 28,012 $808K 0.2% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 27,408 $791K 0.27% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 27,255 $786K 0.15% new 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 24,304 $759K 0.29% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 26,115 $753K 0.02% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 26,084 $753K 0.03% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 25,359 $732K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 25,306 $730K 0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24,954 $720K 0.02% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 24,531 $708K 0.31% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 23,769 $686K 0.03% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 23,250 $671K 0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 22,633 $653K 0.01% new 13F-HR Timeline Group Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 22,352 $645K 0.68% new 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 21,439 $622K 0.22% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 21,507 $620K 0.18% new 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 19,696 $615K 0.51% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 20,933 $604K 0.03% new 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 19,254 $600K 0.22% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 20,710 $597K 0.03% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20,479 $591K 0.02% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 20,174 $582K 0.06% new 13F-HR/A Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 17,915 $559K 0.28% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,113 $551K 0.03% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 18,928 $546K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 18,906 $545K 0.03% new 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 18,398 $531K 0.26% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 18,368 $530K <0.01% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 18,325 $529K 0.53% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 17,868 $515K 0.2% new 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 17,445 $503K 0.43% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 17,126 $492K 0.11% new 13F-HR/A Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 16,801 $485K 0.35% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,797 $485K 0.01% new 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 16,793 $484K 0.08% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 16,000 $462K 0.35% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 16,000 $462K 0.35% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 15,980 $461K 0.25% +2,600 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 15,888 $458K 0.14% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 15,809 $456K 0.2% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 15,542 $448K 0.24% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15,320 $442K 0.03% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 14,754 $426K 0.04% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 14,277 $412K 0.14% new 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 13,624 $393K 0.25% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 13,468 $389K 0.23% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 13,292 $383K 0.22% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 13,047 $376K 0.19% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,393 $356K 0.02% new 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 12,178 $351K 0.15% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 12,147 $350K 0.06% new 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 12,053 $348K 0.24% new 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 12,000 $346K 0.04% new 13F-HR Timeline