ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,183,847 $1.27B -698,913 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 10,708,397 $561M 0.04% -42,658 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 9,573,685 $501M 0.2% +1,183,997 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 9,468,164 $496M 0.01% +1,952,594 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,893,289 $309M 5.14% -469,152 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/ 4,841,028 $254M 0.02% +1,049,487 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,388,476 $230M 0.06% +1,243,383 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,353,795 $228M 0.02% +1,480,065 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,173,250 $166M 5.31% -348,883 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,557,062 $134M 0.03% +263,425 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,444,446 $128M 0.25% +531,617 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,391,352 $125M 3.16% -182,247 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,106,101 $110M +923,952 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,991,270 $104M 0.42% -20,983 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 1,932,189 $101M 3.93% +1,903,704 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,805,801 $94.6M 0.73% +296,994 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,757,506 $92.1M 0.31% +116,500 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,550,365 $81.2M 3.67% +327,600 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,497,794 $78.5M 0.96% -11,898 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,427,422 $74.8M 0.02% +594,353 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,302,783 $68.2M 0.19% +94,179 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,225,899 $64.2M 0.01% +490,124 13F-HR/A Timeline Group LHM, INC. More: the full row for LHM, INC. 1,197,870 $62.7M 20.8% +194,900 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,197,517 $62.7M 0.73% +655,433 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,171,526 $61.4M 0.73% +22,412 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,170,043 $61.3M 0.92% +844,567 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,064,168 $55.7M 0.08% +181,158 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 1,059,299 $55.5M 0.01% +51,480 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,033,134 $54.1M 0.7% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 907,426 $47.5M 0.09% +594,127 13F-HR/A Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 845,968 $44.3M 4.92% +46,730 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 836,292 $43.8M 0.1% +298,202 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 827,399 $43.3M 0.02% +222,808 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 814,585 $42.7M 0.37% -11,569 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 812,975 $42.6M 0.25% +66,694 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 692,870 $36.3M 0.04% +152,097 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 658,820 $34.5M 8.52% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 639,646 $33.5M 0.62% +46,353 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 619,935 $32.5M 1.09% +26,181 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 598,829 $31.4M 1.26% +62,218 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 583,682 $30.6M 11.84% +27,959 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 556,503 $29.1M 0.28% +269,487 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 533,858 $28M 1.9% +61,239 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 501,990 $26.3M 0.04% -59,128 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 496,296 $26M 2.54% +4,718 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 494,398 $25.9M 0.04% +158,346 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 493,995 $25.9M 0.97% +440,868 13F-HR Timeline Group Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 487,053 $25.5M 20.69% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 464,557 $24.3M +161,286 Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 463,471 $24.3M 0.04% +111,679 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 452,995 $23.7M 0.48% +18,397 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 452,370 $23.7M 0.14% -75,447 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 451,471 $23.6M 3.64% +12,022 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 450,427 $23.6M 0.74% +48,221 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 422,569 $22.1M 7.28% +379,973 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 415,580 $21.8M 3.71% +151,406 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 392,461 $20.7M 0.05% -34,444 13F-HR/A Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 369,803 $19.4M 0.8% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 359,654 $18.8M 0.56% -8,158 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 349,510 $18.3M 3.55% +8,721 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 348,543 $18.3M 12.76% new 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 340,540 $17.8M 10.64% +3,111 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 332,364 $17.4M 3.12% +10,848 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 327,412 $17.1M 0.39% +298,366 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 300,012 $15.7M 0.05% +29,988 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 297,491 $15.6M 0.86% +631 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 290,108 $15.2M 0.01% +130,446 13F-HR/A Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 277,663 $14.5M 0.62% +184,677 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 273,706 $14.3M 2.05% +36,474 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 271,982 $14.2M 0.02% +2,194 13F-HR Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 271,841 $14.2M 2.28% +3,035 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 265,374 $13.9M 0.03% +84,747 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 269,278 $13.8M 3.1% +45,062 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 262,734 $13.8M 0.17% -11,384 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 260,943 $13.7M 1.22% +15,826 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 260,612 $13.7M 0.17% +91,834 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 255,767 $13.4M 4.66% +17,309 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 253,536 $13.3M 0.7% +108,561 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 253,392 $13.3M 1.24% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 252,544 $13.2M 0.01% +94,286 13F-HR Timeline Group Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 249,240 $13.1M 8.14% +3,899 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 241,897 $12.7M 5.24% +81,948 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 234,049 $12.3M 0.52% +28,058 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 233,595 $12.2M 0.07% -99,775 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 231,250 $12.1M 1.73% +20,664 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 229,230 $12M 2.14% +49,030 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 226,301 $11.9M 3.04% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 224,283 $11.7M 0.14% +210,120 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 221,832 $11.6M 0.03% -31,792 13F-HR Timeline Group New Capital Management LP More: the full row for New Capital Management LP 218,975 $11.5M 3.29% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 216,176 $11.3M 0.44% +145,735 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 209,159 $11M 0.98% +30,498 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 208,190 $10.9M 0.02% +21,831 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 202,957 $10.6M 0.09% -2,374 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 199,790 $10.5M 3.17% +61,183 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 199,473 $10.4M 0.95% +46,519 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 196,962 $10.3M 0.26% +71,369 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 194,695 $10.2M 0.84% +11,878 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 186,102 $9.75M 2.29% -2,524 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 185,903 $9.74M 2.42% +8,843 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 176,434 $9.24M 3.76% +334 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 173,738 $9.1M 3.83% -1,284 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 170,673 $8.94M 1.05% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 167,275 $8.76M 2.44% +25,367 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 167,234 $8.76M 1.74% +9,955 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 159,902 $8.38M 0.22% -270 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 159,516 $8.33M 0.66% +50,849 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 154,548 $8.1M 3.45% +25,015 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 147,561 $7.73M 0.42% +10,667 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 143,793 $7.53M 1.58% +3,097 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 141,720 $7.42M 0.19% +18,075 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 140,469 $7.36M 1.13% +42,100 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 139,201 $7.29M 0.29% +5,359 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 136,371 $7.14M 4.14% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 135,030 $7.07M 1.43% +35,214 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 131,951 $6.91M 0.78% +21,389 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 130,773 $6.85M 1.02% +3,257 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 130,283 $6.82M 2.5% +8,529 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 129,925 $6.81M 1.57% +44,011 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 129,777 $6.8M 0.09% -1,832 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 127,516 $6.68M 3.24% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 126,354 $6.62M 2.06% +29,120 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 125,173 $6.56M 2.61% +7,109 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 124,273 $6.51M 0.02% +8,589 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 121,625 $6.37M 0.08% +14,810 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 121,579 $6.37M 0.08% +97,055 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 121,269 $6.35M 0.2% +12,901 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 120,513 $6.31M 2.51% +12,595 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 114,745 $6.01M 0.05% +58,660 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 114,116 $5.98M 5.99% +40,581 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 113,634 $5.95M 0.43% +20,288 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 109,785 $5.75M 0.03% +94,654 13F-HR/A Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 108,707 $5.69M 0.74% +9,910 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 107,763 $5.64M 1.15% +3,690 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 105,204 $5.51M 1.04% +24,955 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 104,684 $5.48M 1.66% +51,066 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 104,363 $5.47M 1.46% +45,178 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 104,054 $5.45M 0.36% -8,792 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 103,035 $5.4M 0.05% +7,413 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 103,035 $5.4M 0.05% +7,413 13F-HR/A Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 102,664 $5.38M 1.28% +6,101 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 101,403 $5.31M 0.18% +88,107 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 101,292 $5.31M 4.77% +20,880 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 100,043 $5.24M 1.17% +1,164 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 99,739 $5.22M 1.61% +5,225 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 99,372 $5.21M 3.54% -3,066 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 98,842 $5.18M 1.16% +79,722 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 98,831 $5.18M 1.9% +19,169 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 98,639 $5.17M 0.37% +87,667 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 98,857 $5.15M 0.15% +6,150 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 96,901 $5.08M 0.69% -44,732 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 96,628 $5.06M 0.11% +59,931 13F-HR Timeline Group ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 94,187 $4.93M 2.36% +3,201 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 90,759 $4.75M 0.07% -78,702 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 90,541 $4.74M 2.91% +7,190 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 90,123 $4.72M 0.14% +36,872 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 88,441 $4.63M 0.9% +44,160 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 86,693 $4.54M 0.8% -5,449 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 86,332 $4.52M 0.66% +1,241 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 85,977 $4.5M 1.92% +2,849 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 82,315 $4.31M 1.85% +4,631 13F-HR/A Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 81,122 $4.25M 2.62% +1,760 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 80,788 $4.23M 1.34% +2,652 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 79,509 $4.16M 2.22% +14,046 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 79,194 $4.15M 0.15% +871 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 78,432 $4.11M 0.68% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 78,342 $4.1M 0.05% +14,376 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 78,041 $4.09M 0.34% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 77,321 $4.05M 0.12% +2,788 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 77,073 $4.04M 2.99% +3,204 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 76,447 $4M 0.48% +5,241 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 76,446 $4M 2.34% +11,453 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 74,489 $3.9M 2.81% -7,327 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 74,267 $3.89M 0.45% +7,795 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 74,265 $3.89M 0.1% +48,888 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 73,620 $3.86M 0.78% +61,646 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 71,413 $3.74M 2.29% +2,900 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 71,362 $3.74M 0.51% +1,667 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 70,028 $3.67M 2% +3,261 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 69,948 $3.66M 0.64% +12,603 13F-HR/A Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 67,827 $3.55M 2.96% +24,824 13F-HR Timeline KICKSTAND VENTURES, LLC. 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