ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 29,728,894 $1.58B +4,590,321 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 14,072,310 $749M 0.22% +3,343,082 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,296,259 $601M 0.04% +490,193 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,435,694 $556M 0.01% +700,482 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,923,124 $475M 0.04% +2,727,495 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,746,289 $412M 0.02% +1,975,283 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,939,129 $369M 0.22% +6,920,645 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,808,502 $362M 0.08% +2,489,130 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,375,936 $339M 4.53% +621,202 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,056,020 $216M 0.25% +1,262,959 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,964,034 $211M 0.04% +1,049,552 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,788,082 $202M 1.23% +1,531,631 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,496,032 $186M 0.04% +1,293,643 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,432,142 $183M 5% +177,569 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,589,855 $138M 0.37% +563,285 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,554,199 $136M 2.66% +187,016 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,095,582 $112M 3.36% +108,172 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,006,972 $107M 0.98% +658,649 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,936,512 $103M 0.31% +4,615 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,830,533 $97.5M +101,532 Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,821,020 $97M 4.24% +237,885 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,748,170 $93.1M 0.73% +232,829 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,694,967 $90.2M 0.02% +315,687 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,514,034 $80.6M 0.19% +129,914 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,487,719 $79.2M 0.1% +176,468 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,354,698 $72.1M 0.74% +177,114 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 1,349,226 $71.8M 0.01% +199,717 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,203,741 $64.1M 0.73% +62,421 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,197,987 $63.8M 0.57% -122,026 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,155,863 $61.5M 0.02% +268,912 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,133,061 $60.3M 0.08% +231,120 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1,085,864 $57.8M 3.54% +131,283 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 1,072,994 $57.1M 18.19% +926,061 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,013,492 $54M 0.06% +103,525 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 994,255 $52.9M 0.24% +144,239 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 981,235 $52.2M 4.7% +69,626 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 977,929 $52.1M 8.72% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 937,094 $49.9M 0.36% +108,135 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 891,938 $47.5M 0.04% +97,694 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 760,868 $40.5M 0.59% +21,287 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 743,909 $39.6M 0.29% +66,777 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 735,446 $39.2M 7.74% +71,815 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 686,156 $36.5M 0.07% +656,188 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 668,594 $35.6M 0.82% +390,104 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 642,226 $34.2M 0.81% -4,603 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 625,976 $33.3M 0.02% +315,552 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 614,834 $32.7M 2.05% +561,440 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 612,996 $32.6M 0.04% +62,651 13F-HR Timeline Group Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 591,290 $31.5M 10.68% -5,267 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 579,485 $30.9M 0.46% +114,755 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 575,656 $30.6M -67,877 Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 572,653 $30.5M 0.04% -42,047 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 568,451 $30.2M 0.02% +180,244 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 559,156 $29.8M 2.45% +26,867 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 553,703 $29.5M 0.06% +196,374 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 511,503 $27.2M 0.5% +170,583 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 507,635 $27M 18.66% +7,474 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 487,499 $26M 3.4% +22,484 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 464,996 $24.8M 7.08% +34,310 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 462,886 $24.6M 5.73% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 461,707 $24.6M 3.6% +22,445 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 458,739 $24.4M 0.9% +12,764 13F-HR Timeline LHM, INC. More: the full row for LHM, INC. 436,508 $23.2M 7.69% -98,000 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 436,148 $23.2M 10.11% +29,593 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 435,163 $23.2M 0.09% +5,840 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 430,110 $22.9M 0.11% +74,063 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 419,425 $22.3M 8.88% +185,997 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 416,880 $22.2M 0.03% new 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 416,114 $22.2M 3.5% +37,035 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 410,549 $21.9M 4.6% +31,383 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 409,624 $21.8M 0.55% -100,073 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 401,920 $21.4M 0.52% +25,668 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 388,586 $20.7M 0.32% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 371,952 $19.8M 0.05% +42,747 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 361,444 $19.2M 0.29% +312,423 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 344,623 $18.3M 0.79% +30,761 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 343,889 $18.3M 1.04% +42,541 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 340,277 $18.1M 0.02% +189,741 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 333,660 $17.8M 0.63% +33,468 13F-HR Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 327,461 $17.4M 2.68% +55,849 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 325,764 $17.3M 2.65% +5,001 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 323,381 $17.2M 2.21% +29,264 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 321,767 $17.1M 2.55% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 313,161 $16.7M 0.56% +67,742 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 308,921 $16.4M 4.79% +208,268 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 302,765 $16.1M 0.52% +248,065 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 300,764 $16M 4.15% +31,492 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 299,243 $15.9M 0.02% +20,125 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 296,412 $15.8M 0.1% +78,704 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 293,993 $15.7M 0.03% +11,878 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 289,578 $15.4M 2.54% +14,133 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 287,772 $15.3M 0.05% +287,312 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 284,535 $15.1M 1.76% +57,227 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 284,027 $15.1M 0.22% +283,634 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 283,430 $15.1M 2.01% +133,920 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 278,938 $14.9M 1.22% +12,150 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 272,556 $14.5M 6.38% +246,109 13F-HR/A Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 272,354 $14.5M 0.63% -285,715 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 263,993 $14.1M 0.06% +40,859 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 258,947 $13.8M 0.4% -10,460 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 256,334 $13.6M 2.02% +40,843 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 245,724 $13.1M 0.97% -18,319 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 237,588 $12.6M 2.28% +49,460 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 234,623 $12.5M 1.87% +134,173 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 230,146 $12.3M 2.67% +1,629 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 224,336 $11.9M 0.89% +10,041 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 220,221 $11.7M 0.13% -21,986 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 218,663 $11.6M 0.21% new 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 217,807 $11.6M 3.65% +17,675 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 217,142 $11.6M 1.49% +53,347 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 215,562 $11.5M 2.11% +74,742 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 211,411 $11.3M 3.17% +176,145 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 209,281 $11.1M 0.86% -6,720 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 209,170 $11.1M 0.76% +647 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 204,462 $10.9M 2.8% +8,224 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 194,695 $10.4M 0.02% +109,188 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 193,431 $10.3M 0.02% +27,977 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 191,869 $10.2M 0.59% +21,721 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 187,614 $9.99M 2.06% +4,472 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 187,500 $9.98M 0.49% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 185,759 $9.89M 0.2% +28,104 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 185,545 $9.88M 0.15% +38,286 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 185,282 $9.86M 6% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 185,149 $9.86M 0.06% +38,639 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 183,939 $9.79M 1.31% +171,035 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 180,428 $9.61M 0.19% +57,105 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 174,087 $9.27M 2.68% +19,419 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 172,953 $9.21M 0.12% +127,843 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 172,898 $9.21M 1.01% +70,521 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 171,583 $9.14M 1.61% -96,787 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 171,224 $9.12M 0.4% +17,703 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 171,214 $9.12M 2.66% +20,912 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 166,613 $8.87M 0.17% -192,800 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 166,064 $8.84M 1.14% +8,449 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 166,270 $8.83M 7% +14,603 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 163,885 $8.73M 2.05% -7,749 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 163,166 $8.67M 0.9% +28,631 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 162,302 $8.64M 2.5% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 162,221 $8.64M 1.4% -11,031 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 161,255 $8.59M 0.19% +22,367 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 159,689 $8.5M 0.07% +9,150 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 159,160 $8.47M 1.68% +10,551 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 158,593 $8.44M 1.06% +16,926 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 155,699 $8.33M 0.05% +34,275 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 154,437 $8.22M 0.08% +26,609 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 152,288 $8.11M 0.17% +39,095 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 152,361 $8.05M 0.89% +13,990 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 151,152 $8.05M 1.36% +8,595 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 144,204 $7.68M 4.54% +80,065 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 141,930 $7.56M 0.02% +102,533 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 141,877 $7.55M 1.11% +21,867 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 141,696 $7.54M 0.72% +5,431 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 141,347 $7.53M 3.42% new 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 140,704 $7.49M 1.71% -8,989 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 138,625 $7.38M 0.44% +21,363 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 136,634 $7.27M 0.11% +88,021 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 135,905 $7.21M 1.62% +14,394 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 135,019 $7.19M 3.03% +7,894 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 134,137 $7.14M 2.54% +270 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 133,008 $7.08M 1.12% +12,026 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 131,569 $7M 2.38% +3,232 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 128,930 $6.86M 0.78% +22,920 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 125,876 $6.7M 0.12% +66,120 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 125,633 $6.69M 0.9% +18,935 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 124,971 $6.65M 0.13% +22,336 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 121,935 $6.49M 1.26% +19,215 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 121,815 $6.49M 0.9% +23,194 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 121,456 $6.44M 0.22% +24,889 13F-HR Timeline Group TABLEAUX LLC More: the full row for TABLEAUX LLC 115,028 $6.12M 2.45% +38,365 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 114,990 $6.12M 0.29% +9,421 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 114,609 $6.1M 0.65% +43,173 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 114,251 $6.08M 0.12% +11,182 13F-HR Timeline Blue Trust, Inc. 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