ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 63,400,981 $2.11B +1,672,587 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 23,406,351 $779M 0.21% +3,536,882 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 16,235,223 $541M 0.04% +7,659,120 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 11,940,004 $398M 3.9% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,893,721 $230M 0.01% +1,975,334 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,848,004 $228M 0.05% +4,132,820 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,733,012 $191M 1.62% +491,210 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,321,220 $177M 2.93% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,187,871 $173M 0.42% +851,188 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/ 5,135,812 $171M 0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,120,639 $171M 0.46% +270,474 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,670,219 $156M 2.83% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,303,094 $143M 0.16% +482,006 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,264,997 $109M 0.25% +195,724 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,089,187 $103M 0.37% +406,276 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 2,897,917 $96.5M 0.02% +339,018 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,716,962 $90.5M 0.03% +1,336,027 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,467,105 $82.2M 0.11% +825,149 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 2,461,727 $82M 4.09% +696,906 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,230,296 $74.3M 0.73% +117,765 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,167,273 $72.2M 0.58% +507,577 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,147,987 $71.5M 0.94% +220,203 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,081,379 $69.3M 2.83% +177,911 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,961,356 $65.9M 0.12% +480,494 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,548,340 $51.6M 2.16% +128,759 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,547,595 $51.5M 0.05% +216,443 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 1,491,523 $49.7M 0.3% +53,817 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,483,384 $49.4M 0.27% +201,308 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,401,203 $46.7M 1.22% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,294,007 $43.1M <0.01% +377,797 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,100,684 $36.7M 6.19% -356 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,060,667 $35.3M 0.05% +494,073 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,034,774 $34.5M 2.1% -20,558 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 982,631 $32.7M 0.87% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 925,958 $30.8M 1.05% +64,716 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 924,917 $30.8M 0.18% +62,844 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 845,384 $28.2M 2.11% +36,990 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 799,210 $26.6M 0.3% +68,469 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 788,337 $26.3M 0.96% +320,361 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 777,441 $25.9M 0.31% +296,819 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 753,054 $25.1M <0.01% +202,056 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 752,544 $25.1M 0.61% +57,357 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 682,077 $22.7M <0.01% +408,192 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 674,713 $22.5M 0.03% +46,256 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 664,625 $22.1M 1.32% +134,955 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 657,345 $21.9M 0.06% +147,647 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 616,023 $20.5M 1.37% +40,650 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 595,021 $19.8M 0.02% +315,521 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 590,868 $19.7M 0.02% +38,463 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 570,464 $19M 2.41% +36,822 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 538,317 $17.9M 0.44% +184,414 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 522,878 $17.4M 0.36% +205,896 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 510,319 $17M 2.87% +22,061 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 503,874 $16.8M 1.97% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 498,801 $16.6M 1.54% +51,523 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 484,232 $16.1M 0.11% +145,798 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 476,279 $15.9M 1.16% +40,658 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 468,407 $15.6M 3.24% +45,654 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 450,128 $15M 2.5% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 450,121 $15M 0.08% +86,811 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 449,270 $15M 2.26% +19,626 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 438,293 $14.6M 0.48% -12,740 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 424,480 $14.1M 2.19% +4,069 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 422,954 $14.1M 1.33% +218,967 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 415,575 $13.8M 5.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 410,352 $13.7M 2.04% +167,202 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 409,014 $13.6M 0.06% +165,259 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 396,234 $13.2M 0.1% +58,771 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 389,258 $13M 1.23% +95,525 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 388,650 $12.9M +162,486 Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 386,610 $12.9M 2.61% +48,149 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 378,295 $12.6M 1.76% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 369,035 $12.3M 1.71% +28,831 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 363,172 $12.1M 1.9% +26,518 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 359,189 $12M 0.88% +91,215 13F-HR Timeline EQ LLC More: the full row for EQ LLC 359,082 $12M 3.45% +76,309 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 354,467 $11.8M 0.2% +189,565 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 346,888 $11.6M 1.5% +21,578 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 344,594 $11.5M 0.91% +127,872 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 332,388 $11.1M 1.01% new 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 327,075 $10.9M 1.8% +14,706 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 323,351 $10.8M 2.7% +24,605 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 322,376 $10.7M 0.12% +120,575 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 321,754 $10.7M 1.85% +41,715 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 313,574 $10.4M 0.62% +54,362 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 311,303 $10.4M 1.27% +29,692 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 311,086 $10.4M 1.39% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 309,850 $10.3M 1.24% 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 297,988 $9.92M 0.99% +29,805 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 286,881 $9.85M 5.23% -152,373 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 291,996 $9.72M 0.56% +19,304 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 279,103 $9.29M 0.91% +39,787 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 269,016 $8.96M 4.29% +23,951 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 268,415 $8.94M 0.16% +102,251 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 267,829 $8.92M 0.26% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 264,357 $8.8M 1.5% +6,655 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 263,590 $8.78M 2.65% +15,857 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 262,184 $8.73M 2.13% -687 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 259,744 $8.65M 0.23% +123,595 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 247,031 $8.5M 2.36% +20,570 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 254,491 $8.47M 2.56% +136,543 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 250,397 $8.34M 4.66% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 249,411 $8.31M 3.67% +29,461 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 248,993 $8.29M 1.15% +37,432 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 243,329 $8.1M 4.53% +8,423 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 243,062 $8.09M 2.12% +136,335 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 242,568 $8.08M 0.16% +148,272 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 235,367 $8.06M 1.64% +86,993 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 243,221 $7.94M 0.98% +11,178 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 234,591 $7.81M 0.47% +56,481 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 227,504 $7.58M 0.09% +23,000 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 225,884 $7.52M 0.08% -6,324 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 225,596 $7.51M 0.08% +150,987 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 224,648 $7.48M 0.01% +114,952 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 224,327 $7.47M 0.11% +23,141 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 223,760 $7.45M 1.82% +13,732 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 222,738 $7.42M 0.12% +177,460 13F-HR/A Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 222,402 $7.41M 2.57% +37,411 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 222,116 $7.4M 2.1% +21,912 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 220,135 $7.33M 0.08% +117,501 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 219,589 $7.31M 0.5% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 216,892 $7.22M 0.11% +85,670 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 212,014 $7.06M 0.68% +118,320 13F-HR/A Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 201,395 $7.05M +165,568 Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 209,284 $6.97M 0.14% +146,628 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 208,325 $6.94M 0.75% -11,826 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 203,966 $6.81M 0.04% +31,474 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 195,817 $6.52M 3.19% +69,470 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 195,654 $6.52M 0.89% +6,671 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 192,382 $6.41M 0.82% +173,834 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 189,893 $6.32M 2.27% -26,232 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 186,708 $6.22M 0.17% +20,097 13F-HR/A Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 186,000 $6.19M 0.13% +138,693 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 185,237 $6.17M 1.61% +8,833 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 180,403 $6.01M 0.1% +59,728 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 178,182 $5.93M 0.01% +20,697 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 173,302 $5.77M 0.64% +17,426 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 172,153 $5.73M +159,800 Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 169,013 $5.63M 0.54% +38,171 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 164,341 $5.47M 0.14% +13,426 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 163,857 $5.46M 1.93% +23,076 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 163,156 $5.43M 0.89% +27,032 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 155,701 $5.41M 0.46% +4,727 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 162,139 $5.4M 0.1% +63,993 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 160,487 $5.34M 1.77% +6,420 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 155,372 $5.17M 2.32% +8,659 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 150,972 $5.03M 2.03% +12,912 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 150,324 $5.01M 0.56% +27,165 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 144,113 $4.8M 3.88% -4,398 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 143,686 $4.78M 1.11% +2,388 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 143,582 $4.78M 1.59% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 141,854 $4.72M 0.12% +33,341 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 140,578 $4.68M 0.57% +12,727 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 140,218 $4.67M 0.67% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 139,420 $4.64M 0.14% +7,954 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 130,884 $4.63M 1.35% +28,473 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 138,188 $4.6M 0.1% +68,255 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 137,297 $4.57M 0.13% new 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 131,348 $4.37M 2.84% 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 130,993 $4.36M 4.25% +2,132 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 129,425 $4.31M <0.01% +122,476 13F-HR/A Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 128,671 $4.28M 0.49% +32,603 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 127,416 $4.24M 3.55% 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 126,881 $4.23M 3.33% 13F-HR/A Timeline Embree Financial Group More: the full row for Embree Financial Group 126,279 $4.21M 0.52% +77,707 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 121,499 $4.18M 0.71% -15,907 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 124,226 $4.14M 2.43% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 120,373 $4.01M 1.29% +13,490 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 116,037 $3.86M 1.96% +727 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 115,866 $3.86M 1.94% +5,723 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 115,683 $3.85M 3.15% 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 111,980 $3.73M 0.44% +26,037 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 111,399 $3.71M 0.16% -113,620 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 107,849 $3.59M 1.03% +53,203 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 107,428 $3.58M 0.19% new 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 102,149 $3.53M 3.07% 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 104,205 $3.47M 0.92% +60,801 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 102,064 $3.4M 2.46% 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 98,483 $3.27M 0.62% +6,431 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 98,123 $3.27M 1.68% +4,529 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 98,086 $3.27M 0.38% +86,365 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 94,486 $3.15M 1.34% +5,813 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. 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