ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 74,760,848 $3.83B -1,363,119 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 25,080,593 $1.29B 0.52% +4,890,635 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 17,453,575 $894M 0.07% +3,816,369 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 16,465,909 $844M 0.02% -435,513 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,424,922 $432M 1.79% -422,603 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,334,962 $427M 0.03% +888,585 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,398,299 $328M 3.37% +27,772 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,353,223 $274M 0.95% +182,530 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,778,447 $245M 4.22% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,510,417 $231M 6.1% 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,327,634 $222M 0.06% +2,775,455 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,106,000 $210M 0.18% +829,937 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,057,687 $208M 0.43% +371,348 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,717,977 $191M 0.53% +139,856 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/ 3,708,719 $190M 0.02% +28,256 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,627,756 $186M 2.16% -21,792 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,986,856 $153M 0.92% +787,281 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,710,967 $139M 0.05% 13F-HR/A Timeline Group 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 2,579,640 $132M 0.02% +24,097 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,542,748 $126M 0.28% +472,942 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,072,947 $110M 0.69% +30,475 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,030,313 $104M 0.15% +404,018 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,024,950 $104M 5.81% -4,340 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,960,908 $100M 1.94% +50,021 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,816,573 $93.1M 0.79% -121,894 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,483,591 $76M 0.08% +82,235 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,362,429 $69.8M 1.58% +94,168 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,313,513 $67.3M 5.12% +98,731 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,236,575 $64.7M 0.13% -25,094 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,255,441 $64.3M 0.75% -591,323 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,223,273 $62.7M 0.53% +13,553 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,004,767 $51.5M 0.01% +145,383 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 970,339 $49.7M 4.67% +14,684 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 928,168 $47.6M 8.28% +169,279 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 890,303 $45.6M 0.5% +7,518 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 849,568 $43.5M 0.07% +20,043 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 837,655 $42.9M 0.01% +832,884 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 837,517 $42.9M 1.32% -12,778 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 788,326 $40.4M 0.01% +757,662 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 785,151 $40.2M 0.5% -73,057 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 782,207 $40.1M 7.5% +11,886 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 767,044 $39.3M +487,044 Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 738,255 $37.8M 5.32% -7,058 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 709,112 $36.3M 5.62% -57,549 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 704,995 $36.1M 2.97% -30,612 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 698,686 $35.8M 0.12% +46,939 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 680,251 $34.9M 4.93% -25,200 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 640,080 $32.8M 5.84% -1,222 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 639,933 $32.8M 0.04% -56,371 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 600,426 $30.8M 1.11% +219,342 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 568,743 $29.1M 2.61% -27,025 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 561,156 $28.8M 2.34% +57,628 13F-HR/A Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 530,879 $27.2M +184,390 Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 525,858 $27M 0.17% +44,315 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 523,001 $26.8M 1.11% -17,042 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 522,946 $26.8M 0.48% +333,665 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 512,038 $26.2M 4.39% -7,853 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 497,247 $25.5M 2.72% -25,638 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 484,905 $24.9M 4.67% -146,183 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 484,688 $24.8M 5.76% -26,147 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 483,369 $24.8M 7.39% +27,049 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 453,201 $24.1M 13.34% -19,101 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 442,435 $22.7M 5.76% -79,882 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 435,329 $22.3M 0.04% +88,922 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 421,705 $21.6M 4.4% -17,265 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 420,185 $21.5M 3.33% +72,519 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 418,187 $21.4M 3.18% +11,575 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 405,740 $20.8M 3.46% +8,999 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 397,779 $20.4M 2.48% -6,469 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 387,304 $19.8M 0.2% -46,265 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 387,304 $19.8M 0.2% -46,265 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 383,786 $19.7M 3.49% +33,037 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 380,221 $19.5M 2.11% 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 375,438 $19.2M 3.45% +29,521 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 371,528 $19M 1.13% -3,027 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 367,097 $18.8M 0.24% -44,463 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 365,937 $18.8M 3.17% -6,241 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 362,609 $18.6M 0.18% -3,784 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 357,031 $18.3M 2.19% -3,348 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 343,279 $18.2M 1.03% -7,275 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 347,265 $17.9M 0.44% +53,838 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 346,956 $17.8M 0.1% +47,299 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 345,662 $17.7M 6.78% +4,105 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 345,354 $17.7M 5.83% -2,017 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 344,652 $17.7M 6.37% -1,033 13F-HR/A Timeline Keystone Financial Group More: the full row for Keystone Financial Group 339,896 $17.4M 1.71% +70,144 13F-HR Timeline EQ LLC More: the full row for EQ LLC 328,910 $16.9M 7.92% +29,746 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 326,953 $16.8M 1.26% +8,843 13F-HR Timeline Group Summit X, LLC More: the full row for Summit X, LLC 324,913 $16.7M 3.69% -12,380 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 320,860 $16.4M 6.21% -795 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 320,048 $16.4M 3.29% +11,863 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 329,872 $16.3M 2.02% +7,276 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 314,544 $16.1M 11.45% -17,288 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 312,787 $16M 2.87% +16,761 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 309,658 $15.9M 0.51% +17,889 13F-HR Timeline Group ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 294,290 $15.1M 6.69% -8,750 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 286,043 $14.8M 0.43% +6,422 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 286,167 $14.7M 3.01% +20,997 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 281,693 $14.4M 1.86% +39,308 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 279,468 $14.3M 2.78% +13,909 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 278,199 $14.3M 5.8% -7,088 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 278,089 $14.3M 0.21% -23,558 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 276,558 $14.2M 10.36% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 269,472 $13.8M 0.01% +209,821 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 264,984 $13.6M 3.55% +21,730 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 261,729 $13.4M 5.04% +16,681 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 253,258 $13M 0.97% +12,818 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 249,285 $12.8M 1.38% +9,351 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 248,379 $12.7M 8.28% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 244,075 $12.5M 0.35% +44,934 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 239,769 $12.3M 5.8% -5,184 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 238,481 $12.2M 0.11% -5,925 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 236,285 $12.1M 4.17% +7,429 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 232,041 $11.9M 3.33% +17,460 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 229,180 $11.7M 3.43% +7,794 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 227,247 $11.6M 3.17% +14,767 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 223,428 $11.5M 1.62% -2,679 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 220,331 $11.3M 0.25% +29,794 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 216,513 $11.1M 0.7% +37,430 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 213,990 $11M 3.56% +9,336 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 210,961 $10.8M 1.28% +190,057 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 210,568 $10.8M 0.34% -10,453 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 209,600 $10.7M 0.02% new 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 209,504 $10.7M 0.37% +81,325 13F-HR Timeline Group WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 206,199 $10.6M 4.12% -6,223 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 204,288 $10.5M 2.68% +203,479 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 196,632 $10.4M 4.16% +15,563 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 199,857 $10.2M 0.03% +32,166 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 196,969 $10M 1.43% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 195,428 $10M 0.75% -9,516 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 190,343 $9.76M 0.27% -13,529 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 182,374 $9.55M 2.06% +11,328 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 185,215 $9.49M 3.43% +168,665 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 180,928 $9.27M 0.61% +4,052 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 177,408 $9.09M 2.88% +9,903 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 171,872 $8.81M 3.74% +21,487 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 169,857 $8.71M 1.86% -5,427 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 169,722 $8.7M 1.18% +15,306 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 169,435 $8.68M 1.36% +12,397 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 169,024 $8.66M 1.25% +2,194 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 168,076 $8.65M 0.31% -527 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 168,856 $8.65M 1.91% +1,944 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 167,023 $8.56M 5.02% 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 166,241 $8.52M 3.68% +32,436 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 164,446 $8.43M 5.5% -12,469 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 163,987 $8.4M 0.33% -6,513 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 161,985 $8.3M 0.01% +20,382 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 159,685 $8.18M 0.27% -131,468 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 159,632 $8.18M 1.22% +6,101 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 153,954 $7.89M 4.68% -5,411 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 152,343 $7.81M 1.32% +66,375 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 151,476 $7.77M 1.44% +216 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 147,961 $7.58M 0.09% -7,248 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 147,227 $7.55M 8.62% 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 145,730 $7.47M 6.48% +6,346 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 145,251 $7.44M 3.46% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 143,843 $7.37M 1.54% +62,821 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 143,441 $7.35M 3.73% 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 141,900 $7.27M 0.01% +75,200 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 140,926 $7.22M 3.9% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 140,722 $7.21M 0.22% -5,681 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 139,882 $7.17M 3.08% +2,389 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 139,008 $7.12M 0.02% new 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 137,823 $7.06M 5.02% -1,806 13F-HR Timeline Collier Financial More: the full row for Collier Financial 136,648 $7M 6.26% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 136,539 $7M 0.28% +8,077 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 136,521 $7M 0.16% +70,416 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 135,861 $6.96M 0.61% +13,444 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 130,395 $6.93M 4.64% +5,601 13F-HR Timeline Maxwell Wealth Strategies Inc. More: the full row for Maxwell Wealth Strategies Inc. 130,749 $6.7M 2.74% +7,081 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 129,323 $6.63M 1.82% -4,340 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 127,586 $6.54M 0.35% +7,120 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 126,739 $6.5M 3.23% -6,267 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 126,017 $6.46M 4.65% -3,870 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 125,447 $6.43M 3.88% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 124,520 $6.38M 2% -1,690 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 124,008 $6.36M 0.24% -1,147 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 123,766 $6.34M 3.37% -4,093 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 122,832 $6.3M 0.25% +93,796 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 120,497 $6.25M 0.07% +9,288 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 120,214 $6.16M 0.83% +20,750 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 118,794 $6.09M 3.2% -1,970 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 118,331 $6.06M 5.29% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 117,073 $6M 0.09% -5,069 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 113,097 $5.8M 0.68% +101,200 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 111,148 $5.7M 2.45% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 110,724 $5.67M 0.19% +27,015 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 107,943 $5.53M 0.1% -7,131 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 107,139 $5.49M 0.15% +2,203 13F-HR Timeline Group Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 105,139 $5.39M 2.81% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 102,199 $5.24M 2.25% -5,150 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 101,777 $5.22M 1.28% +5,590 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 101,644 $5.21M 0.24% +24,379 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 101,074 $5.18M 2.33% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 96,083 $4.92M 0.04% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 94,763 $4.86M 1.29% -8 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 94,475 $4.84M 0.3% +4,968 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 93,716 $4.8M 0.63% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 93,427 $4.79M 1.22% -4,094 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 92,861 $4.76M 3.11% -3,377 13F-HR Timeline