ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 61,728,394 $2.11B +37,565,405 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 19,869,469 $679M 0.2% +12,275,874 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,576,103 $293M 0.02% +4,637,810 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,241,802 $179M 1.4% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,918,387 $168M 0.01% +3,091,140 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,850,165 $166M 0.5% +2,216,153 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,336,683 $148M 0.4% +2,590,028 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,821,088 $131M 0.15% +2,949,403 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,069,273 $105M 0.25% +2,237,513 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,715,184 $92.6M 0.02% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,682,911 $91.6M 0.42% +1,660,253 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 2,558,899 $87.4M 0.02% +1,567,680 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,112,531 $72.2M 0.74% +962,078 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,927,784 $65.9M 0.96% +1,003,629 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,903,468 $65M 2.8% +1,112,748 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 1,764,821 $60.3M 3.25% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,659,696 $56.7M 0.52% +1,001,129 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,641,956 $56.1M 0.07% +1,064,040 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,480,862 $50.6M 0.1% new 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 1,437,706 $49.1M 0.35% +879,220 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,419,581 $48.5M 2.1% +721,964 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,380,935 $47.2M 0.02% +1,187,060 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,331,152 $45.5M 0.04% +861,099 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,282,076 $43.8M 0.25% +614,583 13F-HR/A Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,101,040 $37.6M 6.45% +108,136 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,055,332 $36.1M 2.25% -7,876 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 916,210 $31.3M <0.01% +885,029 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 862,073 $29.4M 0.19% +486,763 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 861,242 $29.4M 1.04% +401,290 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 808,394 $27.6M 2.13% +417,010 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 730,741 $25M 0.29% +462,548 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 695,187 $23.7M 0.58% +350,192 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 628,457 $21.5M 0.03% +366,947 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 575,373 $19.7M 1.33% +376,397 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 552,405 $18.9M 0.02% +334,057 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 550,998 $18.8M <0.01% +472,427 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 566,594 $18.7M 0.03% +347,559 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 533,642 $18.2M 2.34% +308,538 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 529,670 $18.1M 1.05% +324,951 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 509,698 $17.4M 0.05% +299,346 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 488,258 $16.7M 2.94% +273,238 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 480,622 $16.4M 0.15% +205,155 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 467,976 $16M 0.75% +325,779 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 435,621 $15.6M 1.15% +219,428 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 451,033 $15.4M 0.52% +277,376 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 447,278 $15.3M 1.45% +193,479 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 439,254 $15.3M 6.59% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 422,753 $14.8M 3.33% +266,111 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 429,644 $14.7M 2.24% +267,463 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 420,411 $14.4M 2.42% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 363,310 $12.4M 0.07% +285,174 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 353,903 $12.1M 0.31% new 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for Security Financial Services, INC. 336,654 $11.5M 1.86% +136,731 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 325,310 $11.1M 1.51% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 316,982 $10.8M 0.25% +288,502 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 312,369 $10.7M 1.64% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 298,746 $10.2M 2.64% +116,489 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 293,733 $10M 1.29% +160,641 13F-HR Timeline EQ LLC More: the full row for EQ LLC 282,773 $9.66M 3.28% +115,741 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 281,611 $9.62M 1.21% +165,869 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 280,039 $9.57M 1.72% +179,554 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 279,500 $9.55M 0.01% +95,289 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 273,885 $9.36M <0.01% new 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 272,692 $9.32M 0.55% +180,134 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 268,183 $9.16M 0.9% +137,350 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 267,974 $9.15M 0.7% +257,337 13F-HR/A Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 262,871 $8.98M 2.32% +150,312 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 259,212 $8.85M 0.39% +106,864 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 257,702 $8.8M 1.36% new 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 247,733 $8.77M 2.69% +97,802 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 245,065 $8.37M 4.04% +123,294 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 243,755 $8.33M 0.04% +131,807 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 243,150 $8.31M 1.32% +104,721 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 239,316 $8.18M 0.84% +118,517 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 234,906 $8.02M 4.75% +148,928 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 232,208 $7.93M 0.09% +115,358 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 232,043 $7.93M 1.04% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 226,461 $7.92M 2.4% +138,639 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 226,164 $7.73M +151,596 Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 225,019 $7.69M 0.26% +140,525 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 220,151 $7.52M 0.86% +130,624 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 219,950 $7.51M 3.54% +130,328 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 216,722 $7.4M 0.61% +114,738 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 216,125 $7.38M 2.73% +134,713 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 211,561 $7.23M 1.18% +103,568 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 210,028 $7.17M 1.99% -25,865 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 204,504 $6.99M 0.08% +131,718 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 201,801 $6.89M 0.1% +129,614 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 201,186 $6.87M 0.1% +105,084 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 200,204 $6.84M 1.99% +130,335 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 188,983 $6.46M 0.95% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 184,991 $6.32M 2.32% +102,907 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 178,110 $6.08M 0.4% +106,486 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 176,404 $6.03M 1.63% +107,103 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 172,492 $5.91M 0.04% +114,832 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 203,987 $5.89M 0.65% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 166,611 $5.69M 0.17% +110,372 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 166,164 $5.68M 0.13% +114,401 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 164,902 $5.63M 0.1% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 150,974 $5.59M 0.49% +90,792 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 157,485 $5.38M 0.01% +78,939 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 155,876 $5.32M 0.6% +89,369 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 154,067 $5.26M 1.79% +61,561 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 148,374 $5.25M 1.18% +94,322 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 150,915 $5.16M 0.14% +87,027 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 148,511 $5.07M 4.1% +67,499 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 146,713 $5.01M 2.29% +90,950 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 137,406 $4.97M 0.84% +81,470 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 141,298 $4.83M 0.93% +81,716 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 140,781 $4.81M 1.84% new 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 138,060 $4.72M 2.07% +3,194 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 136,149 $4.65M 0.13% +60,678 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 136,124 $4.65M 0.85% +81,871 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 131,222 $4.48M 0.07% +81,703 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 131,466 $4.48M 0.14% +80,801 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 130,842 $4.47M 0.42% +56,166 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 129,075 $4.41M 0.7% new 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 128,861 $4.4M 3.69% +68,418 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 127,851 $4.37M 0.55% +70,589 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 126,347 $4.32M 2.14% -3,655 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 123,159 $4.21M 0.49% +40,569 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 120,675 $4.12M 0.07% +95,369 13F-HR Timeline Group Keystone Financial Services More: the full row for Keystone Financial Services 117,948 $4.03M 1.25% +9,162 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 115,310 $3.94M 2.05% +71,858 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 110,143 $3.77M 1.92% +53,736 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 109,696 $3.75M 0.01% +69,892 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 108,513 $3.71M 0.1% +82,429 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 106,883 $3.65M 1.23% +68,771 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 106,727 $3.65M 0.98% -305 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 102,634 $3.51M 0.06% +85,837 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 102,411 $3.5M 1.19% +57,973 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 98,146 $3.35M 0.07% +63,994 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 96,068 $3.28M 0.39% +40,058 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 94,296 $3.22M 0.12% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 93,694 $3.2M 0.7% +10,315 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 93,594 $3.2M 1.8% +47,071 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 92,052 $3.14M 0.44% +50,652 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 90,911 $3.11M <0.01% +72,543 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 88,708 $3.03M 0.22% +50,534 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 88,673 $3.03M 1.36% +53,455 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 85,943 $2.94M 0.38% +21,540 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 85,374 $2.92M 1.75% +34,476 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 81,973 $2.8M <0.01% +56,614 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 81,041 $2.77M 1.74% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 80,358 $2.75M 0.63% +58,851 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 80,226 $2.74M 0.07% +55,272 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 80,076 $2.74M 0.13% +48,282 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 79,523 $2.72M 0.19% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 74,609 $2.55M 0.03% new 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 74,519 $2.55M 0.1% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 73,393 $2.51M 0.35% +9,852 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 73,183 $2.5M 0.34% +45,928 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 70,523 $2.41M 0.14% +15,371 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 69,933 $2.39M 0.06% +12,136 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 66,198 $2.36M 0.65% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 67,739 $2.32M 0.98% +49,824 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 67,423 $2.3M 0.04% +44,173 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 66,534 $2.27M 0.5% +38,522 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 65,531 $2.24M 0.04% +46,603 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 65,529 $2.24M 0.08% +41,760 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 63,332 $2.22M 0.78% +39,028 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 62,656 $2.14M 0.04% new 13F-HR Timeline Group Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 60,811 $2.08M 1.28% +22,616 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 60,715 $2.07M 0.67% +33,307 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 55,498 $2.05M 0.33% +55,241 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 59,471 $2.03M 0.52% +24,977 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 57,844 $1.98M 1.09% +28,543 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 57,431 $1.96M 0.77% +32,900 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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