ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,882,760 $1.29B +1,292,638 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 10,751,055 $559M 0.04% +2,882,989 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 8,389,688 $436M 0.18% +2,135,318 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,515,570 $391M 0.01% +2,735,641 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,362,441 $331M 5.71% new 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/ 3,791,541 $197M 0.02% +762,127 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,522,133 $183M 5.99% +115,339 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,145,093 $164M 0.04% +1,190,614 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,873,730 $149M 0.01% +1,300,492 13F-HR/A Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,573,599 $134M 3.53% 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,293,637 $119M 0.03% +500,568 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,012,253 $105M 0.43% -37,771 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,912,829 $99.5M 0.21% +397,725 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,641,006 $85.4M 0.29% +309,710 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,509,692 $78.5M 0.81% +55,463 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,508,807 $78.5M 0.76% +125,260 13F-HR/A Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,222,765 $63.6M 2.87% +61,390 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,208,604 $62.9M 0.17% +60,540 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,182,149 $61.5M +146,731 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,149,114 $59.8M 0.69% -14,945 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 1,007,819 $52.4M 0.01% +101,880 13F-HR Timeline Group LHM, INC. More: the full row for LHM, INC. 1,002,970 $52.2M 16.6% -578,170 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 883,010 $45.9M 0.07% +46,724 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 833,069 $43.3M 0.01% +352,325 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 826,154 $43M 0.36% -13,667 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 799,238 $41.6M 4.63% +288,141 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 746,281 $38.8M 0.23% +201,774 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 735,775 $38.3M 0.01% +450,103 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 604,591 $31.5M 0.01% 13F-HR/A Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 593,754 $30.9M 1.01% +9,403 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 593,293 $30.9M 0.6% +73,835 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 561,118 $29.2M 0.05% +105,034 13F-HR Timeline Group Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 555,723 $28.9M 10.91% +251,164 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 542,084 $28.2M 0.33% +352,218 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 540,773 $28.1M 0.03% +30,649 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 536,611 $27.9M 1.17% +58,026 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 538,090 $27.8M 0.06% +208,833 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 527,817 $27.5M 0.15% +266,152 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 491,578 $25.6M 2.49% +41,994 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 472,619 $24.6M 1.87% +44,070 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 434,598 $22.6M 0.46% -26,945 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 426,905 $22.5M 0.04% +37,926 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 402,206 $20.9M 0.68% +24,610 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 367,812 $19.1M 0.59% +13,570 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 351,792 $18.3M 0.03% -273,852 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 340,789 $17.7M 3.15% +262,412 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 336,052 $17.5M 0.02% +102,786 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 337,429 $17.4M 10.18% 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 333,370 $17.3M 0.11% +194,703 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 325,476 $16.9M 0.3% +297,652 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 321,516 $16.7M 2.98% +22,568 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 313,299 $16.3M 0.03% -395,403 13F-HR Timeline Group EMORY UNIVERSITY More: the full row for EMORY UNIVERSITY 312,057 $16.2M 23.39% +8,334 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 303,271 $15.8M +95,165 Timeline JB Capital LLC More: the full row for JB Capital LLC 296,860 $15.4M 0.86% +15,676 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 287,016 $14.9M 0.14% +73,683 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 274,118 $14.3M 0.16% +18,701 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 270,024 $14M 0.05% +32,381 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 269,788 $14M 0.02% +1,758 13F-HR Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 268,806 $14M 2.16% +7,554 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 264,174 $13.7M 2.54% +54,597 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 260,969 $13.7M 0.77% +66,502 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 253,624 $13.2M 0.04% -27,781 13F-HR Timeline Group Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 245,341 $12.8M 8.65% +1,496 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 245,117 $12.8M 1.14% +7,274 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 244,280 $12.7M 0.78% +21,091 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 238,458 $12.4M 4.47% +26,158 13F-HR/A Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 237,232 $12.3M 1.73% +31,400 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 224,216 $11.7M 2.43% +28,716 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 219,833 $11.4M 3.94% -70,863 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 210,586 $11M 1.55% -24,648 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 205,991 $10.7M 0.44% -606 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 205,331 $10.7M 0.09% +11,444 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 188,626 $9.81M 2.28% +4,794 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 186,359 $9.69M 0.02% +96,211 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 182,817 $9.51M 0.78% +8,777 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 180,627 $9.4M 0.02% +2,997 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 180,200 $9.37M 1.87% +35,984 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 178,661 $9.29M 0.87% +14,299 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 177,060 $9.21M 2.3% new 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 176,100 $9.16M 4% +56,970 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 175,022 $9.1M 3.84% +4,517 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 169,461 $8.82M 0.13% +75,577 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 168,778 $8.78M 0.11% -5,499 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 160,172 $8.33M 0.29% +3,712 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 159,949 $8.32M 3.59% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 159,662 $8.31M 0.01% +99,910 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 158,258 $8.23M 0.01% +107,644 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 157,279 $8.18M 1.67% +1,406 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 152,954 $7.96M 0.58% +28,081 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 144,975 $7.54M 0.36% +100,000 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 141,908 $7.38M 2.14% 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 141,633 $7.37M 0.9% +14,890 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 140,696 $7.32M 1.62% +47,025 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 138,607 $7.21M 2.26% +137,857 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 136,894 $7.12M 0.42% +9,271 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 133,842 $6.96M 0.75% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 131,609 $6.85M 0.09% +42,637 13F-HR/A Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 129,533 $6.74M 2.86% +27,903 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 127,516 $6.63M 0.98% +7,969 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 125,593 $6.53M 0.24% +21,452 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 123,645 $6.45M 0.16% +10,799 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 121,754 $6.33M 2.43% +9,684 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 118,064 $6.14M 2.5% +6,840 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 115,684 $6.02M 0.02% +14,748 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 112,846 $5.87M 0.4% +8,357 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 110,562 $5.75M 0.61% +21,835 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 108,667 $5.65M 0.46% +20,033 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 108,368 $5.64M 0.21% +100,814 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 108,098 $5.62M 0.23% +19,254 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 107,918 $5.61M 2.2% +30,918 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 106,815 $5.56M 0.09% +33,721 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 104,073 $5.41M 1.11% +27,787 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 102,438 $5.33M 3.48% +37,692 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 99,816 $5.19M 1.32% -16,034 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 98,879 $5.14M 1.13% +91,792 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 98,797 $5.14M 0.64% +16,783 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 98,369 $5.12M 0.81% +29,920 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 97,234 $5.06M 1.83% +47,774 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 96,563 $5.02M 0.79% +12,801 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 95,923 $4.99M 0.53% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 95,622 $4.97M 0.05% -23,890 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 95,622 $4.97M 0.05% -23,890 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 94,514 $4.92M 1.56% +15,648 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 94,240 $4.9M 0.74% +16,382 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 93,346 $4.86M 0.36% +2,425 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 92,707 $4.84M 0.14% +8,334 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 92,986 $4.84M 0.36% +14,743 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 92,142 $4.79M 0.86% +4,105 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 90,986 $4.73M 2.24% +4,330 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 90,622 $4.71M 0.88% new 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 88,255 $4.59M 5.83% new 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 85,914 $4.47M 1.04% +34,511 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 85,091 $4.43M 0.64% +5,365 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 83,351 $4.34M 3.17% 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 83,128 $4.32M 1.92% +8,150 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 81,816 $4.26M 3.52% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 81,351 $4.23M 0.32% +9,860 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 80,412 $4.18M 3.61% 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 80,249 $4.17M 0.87% +27,626 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 79,662 $4.14M 1.42% +51,124 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 79,362 $4.13M 2.56% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 78,323 $4.07M 0.15% +11,871 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 78,136 $4.06M 1.32% +2,687 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 77,684 $4.04M 1.73% +47,873 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 76,587 $3.98M 0.11% +14,604 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 74,533 $3.88M 0.12% +16,587 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 73,869 $3.84M 2.77% +3,753 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 73,535 $3.83M 4.49% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 71,206 $3.7M 0.44% +7,271 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 70,441 $3.66M 0.14% +4,448 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 69,695 $3.63M 0.49% +48,877 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 68,513 $3.56M 2.15% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 66,767 $3.47M 1.83% +4,536 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 66,472 $3.46M 0.42% +8,523 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 66,331 $3.45M 0.31% -49 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 66,258 $3.45M 1.69% -9,487 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 65,463 $3.41M 1.79% +2,918 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 64,993 $3.38M 2.21% +2 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 64,080 $3.33M 1.98% +2,022 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 63,966 $3.33M 0.04% +6,104 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 63,228 $3.29M 0.04% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 62,138 $3.23M 0.09% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 62,042 $3.23M 1.06% +8,487 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 60,879 $3.17M 0.23% +10,076 13F-HR Timeline Collier Financial More: the full row for Collier Financial 60,784 $3.16M 2.82% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 60,733 $3.16M 0.01% new 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 60,052 $3.12M 2.22% +2,022 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 59,185 $3.08M 0.91% +31,256 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 58,823 $3.06M 1.15% +1,932 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 58,492 $3.04M 0.28% +16,956 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 58,471 $3.04M 0.12% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 58,409 $3.04M 0.78% +7,937 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 57,345 $2.98M 0.47% -868 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 56,085 $2.92M 0.03% +10,782 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 55,205 $2.88M 2.05% -221 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 55,284 $2.88M 1.24% 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 55,154 $2.87M 1.1% +358 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 55,073 $2.86M 0.11% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 54,628 $2.84M 1.02% +6,657 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 54,592 $2.84M 0.19% +2,456 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 53,618 $2.79M 0.78% +14,738 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 53,424 $2.78M 0.3% +7,980 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. 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