ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 29,363,739 $1.52B -873,955 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 20,766,582 $1.08B 0.02% +5,677,291 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 15,777,188 $819M 0.22% +166,726 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,782,273 $713M 0.05% +1,437,800 13F-HR/A Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 12,025,663 $624M 5.44% +3,032,945 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/ 11,621,458 $604M 0.04% +1,235,816 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,884,326 $513M 0.03% +569,943 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,716,481 $453M 0.26% +238,129 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,036,909 $419M 0.1% -94,314 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,847,098 $304M 0.06% +911,315 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,650,823 $293M 0.04% +5,642,641 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,551,033 $288M 7.59% +1,880,959 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,443,735 $283M 1.59% +757,597 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,016,820 $261M +591,045 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,833,094 $251M 0.27% +291,035 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,899,173 $151M 0.16% new 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,862,506 $149M 2.71% -3,683 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,713,762 $141M 2.02% +393,712 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,670,558 $139M 0.38% -190,967 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,638,129 $137M 0.03% +246,203 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,592,485 $135M 5.09% +273,190 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,580,535 $134M +577,752 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,374,421 $123M 0.92% +155,568 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,123,686 $110M 1.62% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,879,840 $97.6M 0.03% +305,901 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,799,492 $93.4M 0.25% -176,740 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,660,530 $86.2M 0.12% -15,096 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,623,636 $84.3M 0.66% -161,903 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,534,057 $79.7M 0.61% +80,321 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,504,289 $78.1M 0.11% +187,518 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,501,080 $77.5M 0.04% +479,338 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,485,416 $77.1M 0.05% +281,291 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,396,637 $72.5M 0.71% -14,421 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,357,611 $70.5M 0.56% +256,891 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,357,562 $70.5M 0.17% -222,097 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,344,398 $69.8M 0.4% +1,340,804 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,304,331 $67.7M 5.47% +205,235 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,300,946 $67.6M 1.75% -823,562 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 1,221,559 $63.4M 0.01% -260,891 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1,197,568 $62.2M 2.73% +77,813 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,194,330 $62M 4.23% +136,561 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,173,146 $60.9M 9.6% +105,895 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,104,122 $57.3M 0.06% -28,213 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,040,513 $54M 0.2% -71,706 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,036,342 $53.8M <0.01% +1,035,659 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 973,670 $50.6M 0.05% -20,678 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 957,015 $50.5M 0.33% +108,896 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 928,138 $48.2M 1.18% +103,843 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 898,345 $46.7M 3.38% new 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 893,495 $46.4M 5.64% 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 884,009 $45.9M 0.28% -111,466 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 880,911 $45.8M 3.43% +254,992 13F-HR/A Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 862,583 $44.8M 0.09% +8,061 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 861,802 $44.8M 7.14% +50,275 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 798,569 $41.5M 0.83% -30,674 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 774,495 $40.2M 0.51% +350,908 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 757,364 $39.3M 0.05% -74,363 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 746,729 $38.8M 10.63% +80,178 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 743,242 $38.6M 0.45% +723,248 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 720,886 $37.4M -18,562 Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 693,123 $36M 1.02% +550,333 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 681,950 $34.9M 0.05% +256,061 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 660,637 $34.3M 0.74% +3,225 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 645,623 $33.5M 0.46% +47,729 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 642,004 $33.3M 0.6% +49,130 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 603,679 $31.3M 0.06% +42,155 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 597,500 $31M 20.08% +6,834 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 597,421 $31M 2.45% +8,636 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 586,763 $30.5M 0.36% +476,028 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 577,321 $30M 0.06% +138,610 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 555,500 $28.8M 3.58% +49,538 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 551,018 $28.6M 5.38% +50,862 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 532,915 $27.7M 0.07% +81,669 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 517,003 $26.8M 3.62% +29,157 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 516,483 $26.8M 3.37% -14,767 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 515,815 $26.8M 0.3% +336,588 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 515,036 $26.7M 0.13% +58,153 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 494,522 $25.7M 0.05% +153,844 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 486,278 $25.3M 0.04% +145,000 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 483,516 $25.1M 0.77% -95,406 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 481,586 $25M 6.4% +17,466 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 477,623 $24.8M 5.19% +8,967 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 468,472 $24.3M 0.89% -55,274 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 465,796 $24.2M 0.91% -41,267 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 446,029 $23.2M 0.54% +14,929 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 444,545 $23.1M 0.54% +27,098 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 437,676 $22.7M 9.2% +1,137 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 411,048 $21.3M 0.02% +38,280 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 405,976 $21.1M 0.26% -403,796 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 404,938 $21M 0.03% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 402,307 $20.9M 0.2% +80,579 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 392,844 $20.4M 2.91% +49,190 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 388,399 $20.2M 0.15% +67,814 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 386,943 $20.1M 0.11% +5,249 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 380,357 $19.8M 2.47% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 372,944 $19.4M 0.45% -34,680 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 362,397 $18.8M 0.79% +32,640 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 358,530 $18.6M 5.33% +13,423 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 354,243 $18.4M 0.03% +41,662 13F-HR Timeline Group NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 347,058 $18M 4.91% new 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 345,019 $17.9M 2.9% +6,360 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 344,670 $17.9M 2.38% +71,164 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 344,220 $17.9M 1.86% +57,159 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 344,179 $17.9M 0.29% +5,782 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 343,993 $17.9M 2.83% +30,009 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 334,470 $17.3M 4.19% +9,311 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 332,175 $17.2M 0.28% +31,126 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 328,498 $17.2M 2.63% +16,702 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 329,386 $17.1M 0.69% -34,393 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 327,525 $17M 0.59% -24,880 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 324,790 $16.9M 0.66% +188,263 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 318,371 $16.5M 1.85% +5,287 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 309,343 $16.1M 1.69% +20,879 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 305,829 $15.9M 0.5% -50,817 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 304,457 $15.8M 1.32% +13,164 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 302,767 $15.7M 0.01% new 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 301,164 $15.6M 2.09% -1,977 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 301,053 $15.6M 0.06% -4,597 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 301,244 $15.6M 0.08% -1,030 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 295,026 $15.3M 1.14% +13,642 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 284,641 $14.8M 1.99% -54,753 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 284,231 $14.8M 0.17% -7,381 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 284,031 $14.7M 0.2% -132,893 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 276,049 $14.3M 2.88% +33,790 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 267,309 $13.9M 6.55% +75,114 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 256,400 $13.3M 0.15% +68,389 13F-HR Timeline Group Asio Capital, LLC More: the full row for Asio Capital, LLC 251,273 $13M 1.83% +4,196 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 250,841 $13M 4.69% -41,871 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 247,530 $12.9M 3.16% +39,207 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 244,731 $12.7M 4.16% +22,870 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 244,639 $12.7M 5% -56 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 243,003 $12.6M 5.02% +25,909 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 242,355 $12.6M 0.72% -43,156 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 239,111 $12.5M 1.72% -100,679 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 240,878 $12.5M 0.99% +33,445 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 238,893 $12.4M 1.58% -15,826 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 237,669 $12.3M 4.46% +3,071 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 233,729 $12.2M 0.79% +600 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 228,579 $11.9M 3.72% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 221,426 $11.6M +32,675 Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 220,373 $11.4M 5.36% -52,437 13F-HR Timeline LHM, INC. More: the full row for LHM, INC. 219,984 $11.4M 4.5% -8,450 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 216,933 $11.3M 3.75% +20,861 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 215,491 $11.2M 2.76% +12,260 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 214,932 $11.2M 8.43% +9,416 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 213,780 $11.1M 3.76% -393,030 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 207,454 $10.8M 0.18% -1,886 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 206,250 $10.7M 4.46% +62,353 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 204,301 $10.6M 6.14% -108,815 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 195,501 $10.2M 1.05% +13,827 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 192,861 $10M 0.05% -6,859 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 192,616 $10M 2.27% +12,965 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 190,000 $9.87M 0.58% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 188,064 $9.77M 2.64% +16,683 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 186,048 $9.66M 0.18% -21,965 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 184,473 $9.58M 0.05% +176,890 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 183,004 $9.5M 0.01% +163,544 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 178,831 $9.44M 0.93% -3,762 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 181,079 $9.4M 0.2% +20,439 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 179,327 $9.31M 0.1% -60,770 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 179,034 $9.3M 2.04% +19,140 13F-HR Timeline GTS FINANCIAL, LLC More: the full row for GTS FINANCIAL, LLC 176,774 $9.26M 7.33% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 175,263 $9.1M 0.19% +28,716 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 174,718 $9.07M 4.9% +30,552 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 173,701 $9.02M 1.73% +3,519 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 173,500 $9.01M 0.52% -7,435 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 173,445 $9.01M 2.29% -14,063 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 170,296 $8.84M 0.41% +72,548 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 165,907 $8.7M 0.56% +61,557 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 165,140 $8.58M 3.81% +15,380 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 163,369 $8.48M 1.97% -7,784 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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