ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 44,235,440 $2.23B +3,203,158 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 14,922,976 $752M 0.17% +3,668,265 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,463,008 $426M 0.01% +4,739,447 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,837,189 $291M 0.02% +609,977 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,589,028 $231M 0.01% +855,570 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,684,774 $186M 1.16% +251,551 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,450,085 $174M 0.35% +824,784 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,644,524 $133M 0.12% +682,495 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/ 2,472,059 $125M 0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,069,473 $104M 0.2% +283,210 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 2,015,401 $102M 0.02% +226,022 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,484,085 $74.8M 0.63% +20,993 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,379,357 $69.5M 2.41% +126,057 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,176,984 $59.3M 0.28% +196,829 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,108,317 $55.8M 0.17% +127,820 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 936,830 $47.2M 0.26% +72,489 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 891,956 $44.9M 0.08% +85,260 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 868,266 $43.7M 0.04% +163,439 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 829,373 $41.8M 0.05% +404,761 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 795,866 $40.1M 0.05% +197,461 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 581,949 $29.3M 0.01% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 571,082 $28.8M 0.29% +67,461 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 524,753 $26.4M 0.03% +45,030 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 494,328 $24.9M 0.12% +18,870 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 479,110 $24.1M 1.45% +36,950 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 472,934 $23.8M 0.71% +2,471 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 472,740 $23.8M 2.18% +9,910 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 449,953 $22.7M 0.03% +38,085 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 434,662 $21.9M 0.05% +90,410 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 408,780 $20.6M <0.01% +141,319 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 407,129 $20.5M 0.44% -12,621 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 400,374 $20.2M 2.44% +115,960 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 307,928 $15.5M 0.26% +242,257 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 302,709 $15.2M 2.03% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 312,134 $15M +174,875 Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 296,803 $14.9M 0.3% +261,883 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 296,571 $14.9M 1.36% +82,077 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 291,470 $14.7M 0.1% +288,756 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 287,976 $14.5M 0.11% +33,125 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 282,714 $14.2M +224,222 Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 275,429 $13.8M 1.82% +11,728 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 266,318 $13.6M 0.06% +129,445 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 268,262 $13.5M 1.16% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 262,934 $13.2M 0.35% +32,285 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 262,154 $13.2M 1.15% +146,335 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 256,317 $12.9M 0.12% +223,435 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 248,810 $12.5M 1.03% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 228,196 $11.5M 0.36% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 228,141 $11.5M 0.13% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 225,726 $11.4M 1.26% +9,596 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 216,925 $10.9M 0.25% +117,023 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 209,573 $10.6M 1.57% +15,154 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 208,954 $10.5M 0.06% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 204,125 $10.3M 0.08% +98,186 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 202,072 $10.2M 2.62% +20,547 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 197,016 $9.92M 0.83% +12,424 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 192,817 $9.71M 0.48% +35,595 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 185,757 $9.36M 1.5% +16,527 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 179,157 $9.02M 0.05% +97,483 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 178,642 $8.9M 2.1% +31,220 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 175,876 $8.86M 0.11% +20,198 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 171,662 $8.65M 0.13% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 170,065 $8.57M 0.1% +34,748 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 169,730 $8.5M 0.01% +29,557 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 167,959 $8.46M 1.04% +10,735 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 165,546 $8.34M 0.84% +79,763 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 163,657 $8.24M 2.99% +163,244 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 163,282 $8.22M 1.76% -5,473 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 162,345 $8.18M 0.92% +23,287 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 160,956 $8.11M 1.02% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 159,681 $8.04M 0.08% +27,262 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 159,050 $8.01M 1.56% +12,365 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 158,774 $8M 1.11% -9,713 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 156,435 $7.88M 0.41% +20,540 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 149,088 $7.51M 0.45% +140,588 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 145,150 $7.31M 1.99% -8,956 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 140,455 $7.07M 0.01% +19,673 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 139,490 $7.03M 0.56% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 138,825 $6.99M 0.15% +98,062 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 131,557 $6.63M 2.26% +11,766 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 130,269 $6.56M 0.64% +15,324 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 128,422 $6.47M 0.1% +946 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 127,265 $6.41M 3.66% -10,170 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 125,567 $6.32M 0.05% +47,265 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 116,593 $5.87M +27,727 Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 113,757 $5.73M 0.06% -3,103 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 113,404 $5.71M 0.11% +24,122 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 113,372 $5.71M 1.32% +3,351 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 112,715 $5.68M 2.29% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 112,699 $5.68M 0.04% +18,934 13F-HR/A Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 112,248 $5.65M 0.06% +96,424 13F-HR Timeline Group TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 109,532 $5.52M 1.56% +3,029 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 109,509 $5.52M 0.03% +23,203 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 109,397 $5.51M 0.07% +61,643 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 107,818 $5.43M 0.01% +60,873 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 107,098 $5.4M 0.03% +25,903 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 106,637 $5.37M 1.69% -2,376 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 103,762 $5.23M 1.26% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 105,934 $5.17M 0.09% +2,820 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 102,111 $5.14M 0.79% +5,764 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 101,674 $5.12M 1.16% +19,162 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 101,223 $5.1M 0.76% +18,576 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 100,121 $5.04M 0.53% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 99,030 $4.99M 1.05% -16,468 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 97,268 $4.9M 1.36% +6,446 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 95,211 $4.8M 0.32% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 94,310 $4.75M 0.41% +12,071 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 93,163 $4.69M 1.96% +3,795 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 92,787 $4.67M 0.68% +76,171 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 90,380 $4.55M 0.11% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 90,297 $4.55M 0.27% -57,709 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 89,141 $4.45M 0.12% +9,264 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 88,097 $4.44M 0.13% +12,224 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 88,069 $4.44M 1.26% +54,323 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 85,156 $4.29M 1.1% +77,715 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 85,096 $4.29M 0.38% new 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 83,436 $4.2M 2.95% new 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 83,141 $4.19M 3.54% +1,301 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 82,069 $4.13M 0.02% +24,852 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 81,822 $4.12M 1.17% +18,963 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 81,569 $4.11M 0.05% +15,365 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 80,659 $4.06M 2.58% +20,229 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 80,564 $4.06M 0.08% +6,708 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 80,024 $4.03M 1.15% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 79,233 $3.99M 0.97% +14,905 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 78,804 $3.97M 0.04% +27,574 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 78,335 $3.95M 2.67% +8,421 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 78,260 $3.94M 0.29% -14,152 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 78,001 $3.93M 0.12% +25,378 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 77,831 $3.92M 0.67% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 77,482 $3.9M 0.13% +19,246 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 76,467 $3.85M <0.01% +60,343 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 75,051 $3.78M 0.5% +74,911 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 74,695 $3.76M 1.39% new 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 73,881 $3.72M 0.85% +40,083 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 73,783 $3.72M 0.09% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 73,373 $3.7M 0.34% +71,950 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 71,129 $3.58M 0.06% +19,474 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 69,919 $3.52M 0.79% +3,627 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 73,645 $3.51M 0.26% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 69,194 $3.49M 2.35% +10,866 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 68,871 $3.47M 2.94% +7,599 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 66,175 $3.33M 1.54% -5,590 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 66,000 $3.32M 0.03% +14,347 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 65,652 $3.31M 0.32% +2,131 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 65,073 $3.28M 1.81% -3,319 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 64,955 $3.27M 0.77% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 64,780 $3.26M 1.66% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 64,456 $3.25M <0.01% new 13F-HR/A Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 63,792 $3.21M 2.06% +35,005 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 63,785 $3.21M 2.03% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 63,703 $3.21M 0.33% +8,073 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 62,995 $3.17M 0.5% +10,024 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 62,136 $3.06M 0.39% +8,846 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 60,202 $3.03M 0.06% +21,475 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 72,870 $2.99M 1.7% 0 13F-HR Timeline EQ LLC More: the full row for EQ LLC 58,505 $2.95M 0.72% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 57,298 $2.89M 1.29% +2,625 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 56,774 $2.86M 0.52% +4,364 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 56,255 $2.83M 0.28% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 68,516 $2.81M 0.35% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 55,240 $2.78M 0.87% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 55,231 $2.78M 0.53% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 54,638 $2.75M 0.69% +14,369 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 54,486 $2.74M 0.17% +2,968 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 53,657 $2.7M 1.46% +12,134 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 52,584 $2.65M 0.13% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 52,440 $2.64M 0.91% +3,809 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 52,058 $2.62M 0.68% +7,282 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 51,935 $2.62M 0.11% +7,812 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 50,145 $2.52M 0.12% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 49,241 $2.48M 0.13% +13,299 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 49,012 $2.47M 0.36% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 48,985 $2.47M <0.01% new 13F-HR Timeline Group Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 48,792 $2.43M 1.43% +9,755 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 48,051 $2.42M 0.11% +10,130 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 47,416 $2.39M <0.01% +22,521 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 46,555 $2.34M 1.98% +1,878 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 46,438 $2.34M 0.24% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 46,350 $2.33M <0.01% +3,069 13F-HR Timeline Group THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 46,213 $2.33M 0.73% +2,108 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 46,154 $2.32M 0.38% new 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 47,618 $2.31M 1.21% +9,804 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 45,492 $2.29M 2.15% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 44,483 $2.24M 0.22% +5,281 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 43,857 $2.21M 0.6% +231 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 43,318 $2.18M 0.6% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 42,189 $2.13M 0.08% +286 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 41,381 $2.08M 1.1% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 41,312 $2.08M 0.22% +2,149 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 41,017 $2.07M 0.06% +30,279 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 40,129 $2.02M 1.15% +13,595 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 39,753 $2M 0.65% +3,614 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 39,510 $1.99M 0.03% +7,095 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 38,904 $1.96M 0.06% +7,333 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 38,853 $1.96M 1.09% -1,822 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 38,568 $1.94M 0.05% +5,983 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 38,195 $1.92M 0.94% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 37,873 $1.91M 0.03% +487 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 37,652 $1.9M 1.38% +2,831 13F-HR Timeline