ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 54,280,270 $1.99B +52,547,499 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 17,966,600 $654M 0.04% +2,523,095 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 12,884,432 $472M 0.11% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,742,774 $210M 1.31% +761,397 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,446,981 $199M 0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,299,492 $157M 0.98% +4,281,259 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,167,088 $153M 1.29% +241,016 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,856,635 $141M 0.29% +3,796,934 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 3,481,503 $127M 5.13% +169,719 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,464,938 $127M 1.31% +312,381 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,947,493 $108M 0.1% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,809,906 $103M 0.48% +512,946 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 2,789,325 $102M 0.02% +2,293,424 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,694,037 $98.6M 0.12% +333,483 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,633,020 $96.4M 0.64% +2,089,985 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,487,698 $91M 0.18% 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 2,402,506 $87.9M 4.34% +145,615 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,346,094 $85.9M 0.4% +130,536 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,228,781 $81.5M 0.14% +447,795 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,975,843 $72.3M 6.61% +245,929 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,889,296 $69.1M 2.51% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,902,690 $68.3M 4.05% +482,324 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,806,369 $66.1M 1.43% +97,822 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 1,733,667 $63.5M 2.2% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,505,778 $55.1M <0.01% +1,364,925 13F-HR Timeline Group West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,421,104 $52M 8.51% +78,747 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,387,552 $50.8M 1.52% +83,997 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,289,022 $47.2M 0.06% +17,629 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,206,181 $44.2M 0.24% new 13F-HR Timeline Group Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 1,076,072 $39.4M 6.31% +83,893 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 1,070,099 $39.2M 5.83% +245,104 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,026,540 $37.6M 0.43% new 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 1,006,205 $36.8M 5.55% +211,702 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 985,631 $36.1M 0.34% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 962,909 $35.2M 0.03% new 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 945,130 $34.6M 4.8% -1,037 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 936,596 $34.3M 0.17% +77,441 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 912,834 $33.4M 0.1% +735,242 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 906,269 $33.2M 7.1% +14,384 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 875,862 $32.1M 0.01% new 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 865,014 $31.7M 6.17% +107,537 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 818,831 $30M 0.3% +657,417 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 765,192 $28M 2.81% +315,007 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 762,762 $27.5M 3.62% +19,489 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 745,014 $27.3M 11.08% +72,487 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 705,853 $25.1M 0.61% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 665,387 $24.4M 0.39% +51,887 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 664,200 $24.3M 0.37% +235,205 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 640,842 $23.5M 0.05% +546,188 13F-HR/A Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 644,329 $23.1M 1.54% +12,691 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 628,639 $23M 6.26% +3,334 13F-HR Timeline EQ LLC More: the full row for EQ LLC 613,786 $22.5M 5.52% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 595,527 $21.8M 0.03% new 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 564,102 $20.6M 1.24% +491,240 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 534,519 $19.6M 2.36% +273,822 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 510,139 $18.7M 2.3% +129,239 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 496,040 $18.2M 0.09% +173,116 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 495,071 $18.1M 5.12% +30,106 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 491,985 $18M 3.29% +19,358 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 501,308 $17.7M +390,349 Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 483,900 $17.7M 2.59% +392,381 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 464,579 $17M 3.9% +239,187 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 464,095 $17M 2.99% +203,644 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 462,447 $16.9M 0.33% +462,287 13F-HR Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 456,465 $16.7M 5.71% +48,684 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 452,235 $16.6M 5.63% +440,347 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 443,776 $16.2M 1.79% -2,818 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 434,646 $16M 0.07% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 433,252 $15.9M 0.12% +394,334 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 421,483 $15.4M 0.19% +132,312 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 411,318 $15.1M +93,139 Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 407,504 $14.9M 0.75% +91,877 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 381,932 $14M 0.26% +28,335 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 380,176 $13.9M 6.74% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 376,017 $13.8M 1.25% +18,334 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 371,085 $13.6M 8.61% +109,028 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 368,231 $13.5M 1.41% -104,674 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 354,960 $13M 1.13% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 353,362 $12.9M 1.72% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 352,577 $12.9M 8.71% +75,980 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 349,803 $12.8M 1.27% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 343,250 $12.6M 2.16% +320,556 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 337,387 $12.3M 2.61% +24,081 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 333,133 $12.2M 0.32% new 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 324,665 $11.9M 3.73% +115,664 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 318,708 $11.7M 3.67% +4,720 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 305,117 $11.2M 0.55% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 304,116 $11.1M 0.09% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 302,719 $11.1M 1.29% -42,252 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 295,242 $10.8M 5.97% +116,288 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 288,757 $10.6M 1.57% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 289,383 $10.5M 0.02% +279,534 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 283,542 $10.4M 5.34% +47,368 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 276,840 $10.1M 1.95% +2,760 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 276,290 $10.1M 0.02% +46,301 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 274,833 $10.1M 0.31% +62,075 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 272,894 $9.99M 0.98% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 270,176 $9.89M 0.06% +63,922 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 264,120 $9.67M 0.3% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 262,200 $9.6M 2.46% +238,921 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 253,825 $9.29M 4.16% +17,476 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 248,754 $8.92M 2.1% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 239,879 $8.78M 2.26% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 229,551 $8.4M 0.18% +137,566 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 228,720 $8.37M 2.26% +6,319 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 226,158 $8.28M 0.69% new 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 225,437 $8.25M 6.97% +3,006 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 210,080 $7.69M 0.09% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 207,752 $7.6M 1.07% +34,956 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 207,717 $7.6M 1.7% +18,695 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 206,668 $7.56M 0.65% +10,752 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 206,647 $7.56M 0.06% new 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 205,733 $7.53M 1.17% +198,085 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 204,170 $7.47M 0.08% new 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 203,423 $7.45M 0.84% new 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 200,056 $7.32M 1.56% -33,552 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 198,750 $7.27M 0.38% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 198,529 $7.27M 2.68% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 195,545 $7.16M 0.01% new 13F-HR/A Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 193,847 $7.09M 3.96% -44 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 193,563 $7.08M 2.85% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 190,454 $6.97M 0.13% +85,751 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 190,420 $6.97M 0.12% +154,900 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 189,070 $6.92M 1.92% +11,277 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 183,754 $6.73M 3.11% +3,360 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 182,363 $6.67M 1.57% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 177,330 $6.49M 0.52% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 173,397 $6.35M <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 166,136 $6.08M 0.07% +14,966 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 166,064 $6.08M 0.09% 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 163,833 $6M 2.77% -4,174 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 162,580 $5.95M 2.22% -1,427 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 159,070 $5.82M 0.57% new 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 151,605 $5.55M 4.7% +1,959 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 150,557 $5.51M 0.13% new 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 149,875 $5.49M 0.34% +18,865 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 149,442 $5.47M 0.86% +21,652 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 148,249 $5.43M 0.05% +19,588 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 147,944 $5.41M 1.25% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 145,258 $5.32M 0.24% -36,050 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 143,286 $5.24M 0.05% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 134,027 $4.91M 1.11% +125,433 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 132,693 $4.86M 2.74% +9,800 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 129,324 $4.73M 1.45% +3,007 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 126,755 $4.64M 3.96% +13,144 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 124,989 $4.57M 0.23% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 124,810 $4.57M 0.7% new 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 119,391 $4.37M 2.31% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 118,796 $4.35M 0.08% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 118,678 $4.34M 1.4% +42,135 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 118,325 $4.33M 3.11% +106,942 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 117,896 $4.31M 0.15% +104,250 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 120,561 $4.28M 1.77% +108,041 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 111,476 $4.08M 0.07% new 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 110,702 $4.05M 1.11% +102,706 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 109,202 $4M 0.09% new 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 109,704 $3.96M 2.33% +14,894 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 107,860 $3.92M 0.1% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 106,606 $3.9M 0.35% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 104,402 $3.82M 0.11% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 103,707 $3.8M 0.07% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 102,806 $3.76M 0.75% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 99,222 $3.63M +98,484 Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 99,194 $3.63M 0.88% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 98,433 $3.6M <0.01% +88,964 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 98,107 $3.59M <0.01% +85,841 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 97,035 $3.55M 0.05% +93,424 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 94,423 $3.46M 0.34% +4,678 13F-HR Timeline Group WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 93,045 $3.41M 2.48% +5,114 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 91,206 $3.34M 0.05% +9,513 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 90,283 $3.3M 1.04% -287 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 90,269 $3.3M 0.04% +59,385 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 90,040 $3.3M 1.87% +27,787 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 88,898 $3.25M 0.63% +11,612 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 91,998 $3.23M 0.24% +83,786 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 87,462 $3.2M 0.31% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 86,147 $3.15M 0.17% +40,386 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 83,287 $3.05M 0.5% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 83,140 $3.04M 0.45% +14,891 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 80,435 $2.94M 0.91% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 79,602 $2.91M 0.37% +21,181 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 78,062 $2.86M <0.01% +54,570 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 78,010 $2.86M 2.1% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 77,120 $2.82M 1.86% +2,802 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 76,834 $2.81M 0.8% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 75,649 $2.77M 0.73% +11,080 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 74,901 $2.74M 0.86% +46,555 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 73,980 $2.71M 0.68% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 72,640 $2.66M 0.19% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 71,811 $2.63M 0.07% +22,099 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 69,831 $2.56M 1.35% +12,583 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 68,996 $2.53M 0.26% -40,338 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 68,618 $2.51M 0.01% new 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 68,489 $2.51M 0.48% -137 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 66,735 $2.44M 1.15% +531 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 65,553 $2.4M 0.03% new 13F-HR Timeline Group Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 64,146 $2.35M 1.99% new 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 62,019 $2.27M 2.4% -229 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 61,831 $2.26M 0.07% +56,553 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 61,472 $2.25M 0.41% new 13F-HR Timeline