ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 41,032,282 $1.68B +40,955,106 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 11,254,711 $462M 0.12% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,227,212 $207M 0.01% new 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,733,458 $153M 0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,723,561 $153M <0.01% +3,538,561 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,433,223 $141M 1.1% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,382,266 $139M 0.37% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,625,301 $108M 0.3% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,962,029 $80.6M 0.09% new 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 1,789,379 $73.5M 0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,786,263 $73.3M 0.18% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,463,092 $60.1M 0.59% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,253,300 $51.5M 2.08% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 980,497 $40.3M 0.15% new 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 980,155 $40.2M 0.22% 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 864,341 $35.5M 0.22% new 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 806,696 $32.9M 0.06% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 704,827 $28.9M 0.03% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 598,405 $24.6M 0.03% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 442,160 $20.7M 1.35% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 503,621 $20.7M 0.23% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 479,723 $19.7M 0.03% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 475,458 $19.5M 0.11% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 470,463 $19.3M 0.67% new 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 462,830 $19M 2.11% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 424,612 $17.4M 0.03% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 411,868 $17.3M 0.02% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 419,750 $17.2M 0.4% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 344,252 $14.1M 0.04% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 309,648 $12.7M 1.39% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 263,701 $12.4M 1.7% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 284,414 $11.7M 1.57% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 267,461 $11M <0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 254,851 $10.5M 0.09% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 230,649 $9.47M 0.3% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 216,130 $8.87M 1.11% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 214,494 $8.81M 0.88% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 197,772 $8.12M 0.94% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 194,419 $7.98M 1.36% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 184,592 $7.58M 0.75% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 181,525 $7.45M 2.19% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 169,230 $6.95M 1.31% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 168,487 $6.92M 1.09% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 168,755 $6.9M 1.67% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 157,224 $6.46M 0.91% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 157,222 $6.46M 0.34% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 137,259 $6.43M 0.11% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 155,678 $6.39M 0.09% new 13F-HR Timeline Group ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 154,106 $6.33M 1.95% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 148,006 $6.08M 0.24% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 147,422 $6.05M 1.73% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 146,685 $6.02M 1.38% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 140,173 $5.89M 0.01% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 139,058 $5.71M 0.72% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 135,317 $5.65M 0.1% new 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 137,435 $5.64M 3.47% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 136,873 $5.63M 0.03% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 135,895 $5.58M 0.32% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 132,419 $5.44M 0.06% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 127,476 $5.23M 0.1% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 120,782 $4.96M 0.01% new 13F-HR Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 119,791 $4.92M 2.07% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 116,860 $4.8M 0.05% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 115,819 $4.76M 0.46% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 115,498 $4.74M 1.19% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 114,945 $4.72M 0.53% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 110,021 $4.52M 1.17% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 109,013 $4.48M 1.61% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 105,939 $4.42M 0.04% new 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 106,503 $4.37M 1.41% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 103,114 $4.23M 0.07% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 99,902 $4.1M 0.11% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 96,347 $3.96M 0.44% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 93,765 $3.85M 0.03% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 92,412 $3.79M 0.34% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 75,873 $3.78M 0.11% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 90,822 $3.73M 1.18% new 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 89,368 $3.67M 1.65% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 89,282 $3.67M 0.08% new 13F-HR/A Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 88,866 $3.65M new Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 86,306 $3.54M 0.03% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 85,783 $3.52M 0.41% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 82,647 $3.39M 0.66% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 82,512 $3.39M 0.85% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 82,239 $3.38M 0.41% new 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 81,840 $3.36M 3.33% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 81,674 $3.35M 0.02% new 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 81,599 $3.35M 1.73% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 81,195 $3.33M 0.03% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 79,877 $3.28M 0.1% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 78,302 $3.22M 0.04% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 73,856 $3.03M 0.07% new 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 72,870 $2.99M 1.7% 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 71,765 $2.95M 1.5% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 62,859 $2.93M 1.28% new 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 69,914 $2.87M 2.38% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 68,516 $2.81M 0.35% new 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 68,392 $2.81M 1.66% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 66,683 $2.74M 0.07% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 66,292 $2.72M 0.42% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 66,204 $2.72M 0.04% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 65,671 $2.7M 0.05% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 64,328 $2.64M 0.76% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 63,521 $2.61M 0.29% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 53,290 $2.58M 0.34% new 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 61,272 $2.52M 2.36% new 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 60,430 $2.48M 2.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 58,492 $2.4M 0.01% new 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 58,328 $2.39M 1.99% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 58,236 $2.39M 0.14% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 57,217 $2.35M 0.01% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 55,630 $2.28M 0.13% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 54,673 $2.24M 1.11% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 52,971 $2.17M 0.4% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 52,623 $2.16M 0.08% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 52,410 $2.15M 0.44% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 51,655 $2.12M 0.04% +51,165 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 51,653 $2.12M 0.03% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 51,518 $2.12M 0.15% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 51,230 $2.1M 0.03% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 50,631 $2.08M 0.23% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 48,631 $2M 0.81% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 47,754 $1.96M 0.03% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 46,945 $1.93M <0.01% new 13F-HR Timeline Group BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 37,814 $1.85M 1.08% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 44,776 $1.84M 0.55% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 44,677 $1.83M 1.82% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 44,123 $1.81M 0.08% new 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 44,105 $1.81M 0.64% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 43,626 $1.79M 0.55% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 43,281 $1.78M <0.01% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 41,903 $1.72M 0.08% new 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 39,037 $1.72M 1.2% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 41,523 $1.7M 1.1% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 40,763 $1.67M 0.04% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 40,675 $1.67M 1.05% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 40,269 $1.65M 0.55% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 39,202 $1.61M 0.2% new 13F-HR/A Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 39,163 $1.61M 0.2% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 38,727 $1.59M 0.03% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 37,921 $1.56M 0.08% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 37,386 $1.54M 0.03% new 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 36,634 $1.5M 1.4% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 36,139 $1.48M 0.54% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 35,942 $1.48M 0.1% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 31,858 $1.47M 0.1% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 34,920 $1.43M 0.06% new 13F-HR Timeline Group WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 34,821 $1.43M 1.2% new 13F-HR/A Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 34,478 $1.42M 0.72% new 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 33,944 $1.39M 0.76% new 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 33,798 $1.39M 0.37% new 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 33,746 $1.39M 0.43% new 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 33,022 $1.36M 1.13% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 32,882 $1.35M 0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 32,585 $1.34M 0.04% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 32,415 $1.33M 0.02% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 32,144 $1.32M 0.52% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 32,044 $1.32M 0.83% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 31,920 $1.31M 1.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 31,571 $1.3M 0.04% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 28,847 $1.18M 0.37% new 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 28,787 $1.18M 0.86% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 28,380 $1.17M 0.23% new 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 26,875 $1.1M 0.41% new 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 26,534 $1.09M 0.74% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 26,141 $1.07M <0.01% new 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 26,036 $1.07M 0.18% new 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 25,568 $1.05M 1.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,201 $1.03M <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 24,895 $1.02M <0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 25,628 $1.02M 0.07% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 24,017 $986K 0.08% new 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 23,524 $966K 0.38% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 20,221 $830K 0.55% new 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 20,187 $829K 0.93% new 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 20,111 $826K 0.28% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 19,947 $819K 0.58% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 18,934 $777K 0.2% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,881 $775K 0.02% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 18,542 $761K 0.42% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18,540 $761K 0.04% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 18,442 $757K 0.21% new 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 18,359 $754K 0.04% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 17,562 $721K 0.02% new 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 15,235 $714K 0.38% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 17,330 $712K 0.12% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 17,226 $707K 0.24% new 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 16,765 $688K 0.43% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 16,616 $682K 0.12% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 16,124 $662K <0.01% new 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,107 $661K 0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,824 $650K 0.01% new 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 15,606 $641K 0.33% new 13F-HR Timeline M Holdings Securities, Inc. 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