ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 119,711,173 $8.14B +4,184,526 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 48,787,074 $3.32B 0.75% +4,986,052 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 29,895,099 $2.03B 12.09% +675,201 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 23,992,247 $1.63B 0.02% -642,846 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 23,668,393 $1.6B 0.09% +573,293 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 19,225,934 $1.31B 0.07% +1,863,237 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,214,480 $1.1B 0.22% +190,385 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15,169,385 $1.03B 0.55% +1,920,027 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 12,731,867 $866M 0.06% +1,048,571 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 11,684,774 $795M 5.91% +623,047 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,131,187 $621M 1.27% +1,894,081 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 8,352,926 $568M 0.15% +1,238,279 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,874,124 $536M 0.49% +425,187 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,687,097 $523M 3.26% +221,776 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,481,606 $441M 6.77% +213,136 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,677,609 $386M 0.07% +1,220,882 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,912,649 $334M 0.42% +229,997 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,521,035 $307M 1.91% +1,168,133 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,366,134 $297M 0.88% -4,667 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,364,364 $297M 0.57% +145,128 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,957,034 $269M 2.27% +171,778 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,872,962 $263M 0.31% +428,570 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 3,791,928 $258M 10.38% +179,167 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 3,743,858 $255M 0.04% +167,003 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,601,913 $245M 0.04% +536,092 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,574,841 $243M 2.89% +251,963 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,051,790 $208M +51,173 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,090,804 $205M 0.08% +978,278 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,970,337 $202M 2.08% +277,303 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,961,917 $201M 1.34% +1,714,883 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,799,276 $190M 0.93% +1,034,070 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,771,211 $188M 0.16% +309,260 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,669,958 $182M 0.84% +209,036 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,561,010 $174M 1.04% +371,698 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 2,526,004 $172M 5.95% +34,020 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,226,449 $151M +128,410 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,216,869 $151M 2.3% +84,080 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 2,155,320 $147M 0.28% +1,732,407 13F-HR Timeline Group FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 2,147,451 $146M 16.06% -121,017 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,955,651 $133M 0.22% +108,475 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 1,829,101 $124M 0.69% +76,245 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,663,733 $113M 0.19% -38,746 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,478,143 $101M 3.65% -21,632 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,451,696 $98.8M 0.31% +415,153 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,366,392 $92.9M 0.21% +42,346 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,365,967 $92.9M 0.43% +51,492 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,341,644 $91.2M 0.11% +15,229 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,325,071 $90.1M +34,940 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,286,834 $87.5M 0.1% +205,290 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,281,560 $87.2M 1.85% +291,023 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,272,182 $86.5M 0.98% +795,430 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,186,443 $80.7M 0.37% -63,305 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,114,211 $75.8M 0.76% +62,272 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,111,944 $75.6M 2.26% +42,406 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,109,688 $75.5M 0.07% +271,868 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 1,043,867 $71M 3.51% +34,078 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,024,706 $69.7M 1.07% +35,696 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,010,013 $68.7M 6.84% -156,941 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,005,732 $68.4M 1.48% -14,503 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 996,280 $67.8M 4.08% +3,669 13F-HR Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 993,630 $67.6M 15.6% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 899,028 $61.1M 1.01% +21,130 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 898,053 $61.1M 7.69% +73,062 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 881,484 $59.9M 6.41% +49,495 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 864,111 $58.8M 4.83% +33,110 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 824,650 $56.1M 0.53% +240,643 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 805,223 $54.8M 6.04% +16,723 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 803,921 $54.7M 7.7% -379 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 798,464 $54.6M 3.24% +201,208 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 797,304 $54.4M 0.22% +215,525 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 791,623 $53.8M 8.02% +9,163 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 771,583 $52.5M 5.26% +144,350 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 765,431 $52.1M 0.92% +282,771 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 763,636 $51.9M 0.27% -22,160 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 757,373 $51.5M 0.99% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 749,348 $51M 6.16% -419 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 727,641 $49.5M 6.67% -1,385 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 729,790 $48.9M +369,503 Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 716,491 $48.7M 0.98% +492,422 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 692,851 $47.1M 4.28% +70,056 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 682,844 $46.4M 2.25% +90,234 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 676,626 $46M 7.53% +27,420 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 672,554 $45.7M 3.83% +123,947 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 664,010 $45.2M 1.29% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 657,439 $43.8M 5.03% -7,849 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 633,034 $43.1M 6.99% +7,566 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 631,465 $42.6M 5.61% +50 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 623,332 $42.4M 0.33% +2,623 13F-HR Timeline Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 620,781 $42.2M 13.46% +95,225 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 619,141 $42.1M 0.5% +302,216 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 600,654 $40.9M 6.15% -31,220 13F-HR Timeline EQ LLC More: the full row for EQ LLC 599,790 $40.8M 10.02% -27,836 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 590,312 $40.1M 5.34% +16,295 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 584,555 $39.8M 1.5% +574,725 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 579,581 $39.4M 0.3% +30,959 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 574,745 $39.1M 0.62% -3,100 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 571,057 $38.8M 0.06% +50,816 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 566,968 $38.6M 2.29% +24,480 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 560,438 $38.1M 1.2% +139,768 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 559,274 $38M 0.58% 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 559,021 $38M 6.7% +233,388 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 555,983 $37.8M 0.32% +69,205 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 552,168 $37.6M 0.87% +20,092 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 547,900 $37.3M 0.2% 0 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 543,366 $37M 1.16% -55,996 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 535,996 $36.5M 6.25% +126,785 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 532,715 $36.2M 4.61% -77,025 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 528,692 $36M 17.41% +8,231 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 533,175 $35.8M 2.39% -56,640 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 507,775 $34.5M 0.91% +4,273 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 503,832 $34.3M 3.99% +33,380 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 489,757 $33.1M 3.23% +14,973 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 481,587 $32.8M 0.39% +53,735 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 478,583 $32.5M 4.83% +97,612 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 459,902 $31.3M 3.45% -2,807 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 459,161 $31.2M 17.85% -69,105 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 458,632 $31.2M 0.12% +24,285 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 454,810 $30.9M 3.69% +19,201 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 448,242 $30.5M 2.61% -346,162 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 447,980 $30.5M 4.53% +17,829 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 445,207 $30.3M 7.57% -289,379 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 443,571 $30.2M 3% -2,470 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 440,877 $30M 5.84% +18,055 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 431,577 $29.4M 2.63% +285,573 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 430,577 $29.3M 3.6% +20,961 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 430,033 $29.2M 9% +3,272 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 427,221 $29.1M 5.3% -5,532 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 425,044 $28.9M 5.53% +26,748 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 496,452 $28.9M 3.61% 0 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 421,743 $28.7M 8.99% -3,957 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 417,008 $28.4M 5.23% +8,096 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 414,681 $28.2M 1.46% +24,869 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 413,086 $28.1M 3.9% +110 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 409,352 $27.8M 1.38% +20,879 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 401,142 $27.3M 1.36% +11,537 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 400,742 $27.3M 2.49% +218,378 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 400,483 $27.2M 10.66% +16,438 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 386,862 $26.3M 5.47% +606 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 383,502 $26.1M 0.38% -48,245 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 382,096 $26M 8.05% -4,710 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 381,483 $25.9M 6.68% +2,436 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 381,258 $25.9M 4.73% -31,259 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 379,750 $25.8M 3.27% +4,286 13F-HR Timeline Group Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 379,226 $25.8M 3.08% -9,391 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 378,208 $25.7M 0.5% +56,509 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 377,715 $25.7M 2.33% +8,139 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 377,330 $25.7M 4.86% +21,739 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 376,878 $25.6M 0.26% +39,631 13F-HR Timeline Group Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 376,260 $25.6M 7.22% +33,986 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 369,197 $25.1M 0.29% -36,633 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 364,029 $24.8M 2.16% +124,602 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 359,593 $24.5M 1.5% +11,358 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 357,136 $24.3M 4.67% +950 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 356,559 $24.2M 5.19% -4,854 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 355,152 $24.2M 8.75% +21,619 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 352,386 $24M 0.03% +163,213 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 350,439 $23.8M 4.72% +17,345 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 345,752 $23.5M 9.55% +14,149 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 340,681 $23.2M 0.04% +16,635 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 337,488 $23M 5.41% +37,736 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 339,680 $23M 9.14% +7,803 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 337,355 $22.9M 0.28% +9,417 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 334,511 $22.8M 1.52% +6,927 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 328,757 $22.4M 2.27% +181,647 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 326,119 $22.2M 2.64% +3,941 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 325,210 $22.1M 1.57% +34,563 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 324,066 $22M 5.06% +9,723 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 320,158 $21.8M 2.93% +5,437 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 318,972 $21.7M 0.45% +4,045 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 318,713 $21.7M 0.02% +27,608 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 315,336 $21.4M +59,712 Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 314,290 $21.4M 5.83% +4,614 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 308,358 $21M 2.36% +12,146 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 306,406 $20.8M 5.92% -24,222 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 305,402 $20.8M 8.52% +33,137 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 303,245 $20.6M -2,303 Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 301,711 $20.5M 6.45% +48,232 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 299,269 $20.4M 2.23% -7,624 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 298,072 $20.3M 0.59% +89,678 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 296,824 $20.2M 1.05% +11,644 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 295,928 $20.1M 5.48% -4,897 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 295,017 $20.1M 1.6% -40,511 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 294,629 $20M 0.31% +77,111 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 301,511 $19.8M 1.47% +1,713 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 290,863 $19.8M 0.67% +163,839 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 287,898 $19.6M 5.54% -3,070 13F-HR Timeline HEMMING& WEALTH MANAGEMENT, INC. More: the full row for HEMMING& WEALTH MANAGEMENT, INC. 287,787 $19.6M 11.91% -12,957 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 284,713 $19.4M 0.36% -5,272 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 280,170 $19.1M 6.65% +9,057 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 278,969 $19M 2.21% -99,319 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 278,176 $18.9M 4.29% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 271,192 $18.4M 0.29% +4,065 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 270,950 $18.4M 6.26% +264,735 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 265,350 $18M 8.85% +45,444 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 264,314 $18M 0.01% +132,769 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 263,624 $17.9M 0.34% +16,427 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 263,317 $17.9M 4.33% +42,440 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 261,472 $17.8M 0.02% -320,998 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 260,533 $17.7M 1.86% +22,479 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 254,870 $17.3M 0.1% -2,968 13F-HR Timeline