ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 75,881,422 $3.7B +1,120,574 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 28,291,120 $1.38B 0.54% +3,210,527 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 19,369,857 $944M 0.02% +2,903,948 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 18,612,216 $908M 0.07% +1,158,641 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,963,457 $486M 0.03% +1,628,495 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,022,923 $391M 1.56% -401,999 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,947,393 $339M 4.16% +549,094 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,667,521 $325M 0.09% +2,339,887 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/ 6,627,242 $323M 0.03% +2,918,523 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,019,761 $294M 0.98% +666,538 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,377,151 $262M 4.37% +598,704 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,123,558 $250M 0.48% +1,065,871 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,959,583 $242M 6.1% +449,166 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,769,555 $233M 0.19% +663,555 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,114,508 $201M 0.08% +1,403,541 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,774,434 $184M 0.52% +56,457 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,655,302 $178M 2.11% +27,546 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,265,639 $159M 0.95% +278,783 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 2,760,735 $135M 0.03% +181,095 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,678,677 $131M 0.18% +648,364 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,483,297 $121M 0.27% -59,451 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 2,445,932 $119M 8.97% +2,393,294 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,197,268 $107M 1.98% +236,360 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,140,207 $104M 0.73% +67,260 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,128,805 $104M 5.72% +103,855 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,793,418 $87.4M 0.75% -23,155 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,782,911 $86.9M +1,015,867 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,782,126 $86.9M 1.3% +1,259,180 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,758,241 $85.7M 0.02% +753,474 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,751,978 $85.4M 0.09% +268,387 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,625,495 $79.3M 5.4% +311,982 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,552,109 $75.7M 10.28% 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,547,796 $75.5M 0.02% +759,470 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,469,251 $71.6M 1.62% +106,822 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,378,981 $67.2M 0.02% +541,326 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,231,709 $64.5M 0.14% -4,866 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,241,991 $60.6M 0.71% -13,450 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,241,130 $60.5M 0.57% +878,521 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,204,805 $58.7M 0.49% -18,468 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,055,861 $51.5M 4.62% +85,522 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,011,926 $49.3M 0.17% +313,240 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,003,637 $48.9M 2.1% +676,684 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 908,720 $44.3M 0.07% +59,152 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 887,155 $43.3M 0.52% -3,148 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 851,042 $41.5M 5.94% +112,787 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 814,907 $39.7M 7.47% +32,700 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 804,511 $39.2M 0.5% +19,360 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 800,227 $39M 1.17% -37,290 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 760,117 $37.1M 3.05% +55,122 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 728,314 $35.5M +197,435 Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 707,684 $34.5M 5.52% -1,428 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 702,306 $34.2M 4.88% +22,055 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 692,343 $33.9M 0.86% +91,917 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 653,852 $31.9M 5.37% +634,359 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 648,713 $31.6M 5.67% +8,633 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 641,021 $31.3M 0.04% +1,088 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 610,051 $29.7M 5.01% -318,117 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 602,537 $29.5M 2.33% +41,381 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 591,439 $28.8M 2.57% +22,696 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 584,390 $28.5M 3.34% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 572,552 $27.9M 0.17% +46,694 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 553,166 $27M 1.15% +30,165 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 539,326 $26.3M 5.33% +96,891 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 533,322 $26M 4.24% +21,284 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 505,133 $24.6M 4.74% +20,228 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 502,110 $24.6M 7.26% +18,741 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 487,964 $23.8M 5.59% +3,276 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 471,786 $23M 0.91% +91,565 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 467,963 $22.8M 2.57% -29,284 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 465,825 $22.7M 0.04% +30,496 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 458,924 $22.4M 5.52% new 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 478,284 $21.9M 12.87% +25,083 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 448,064 $21.8M 6.01% +220,817 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 446,232 $21.8M 4.22% +62,446 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 439,551 $21.4M 4.25% +17,846 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 429,888 $21M 4.01% +24,148 13F-HR/A Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 426,495 $20.8M 2.8% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 421,982 $20.5M 0.02% +152,510 13F-HR/A Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 418,343 $20.4M 3.15% -1,842 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 410,829 $20M 0.12% +63,873 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 409,279 $20M 2.98% -8,908 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 398,572 $19.4M 0.19% +11,268 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 398,572 $19.4M 0.19% +11,268 13F-HR/A Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 393,284 $19.2M 3.2% +17,846 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 368,667 $18.9M 2.28% +38,795 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 386,683 $18.9M 3.25% +20,746 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 378,545 $18.5M 2.23% +21,514 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 376,471 $18.4M 1% +4,943 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 376,398 $18.4M 0.34% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 370,445 $18.1M 0.46% +23,180 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 369,582 $18M 0.23% +2,485 13F-HR Timeline EQ LLC More: the full row for EQ LLC 366,579 $17.9M 8.35% +37,669 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 358,201 $17.5M 6.07% +13,549 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 350,350 $17.1M 1.74% +10,454 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 350,203 $17.1M 6.51% +4,541 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 347,545 $16.9M 3.44% +27,497 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 347,046 $16.9M 5.31% +1,692 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 343,161 $16.7M 2.47% +190,818 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 336,728 $16.4M 11.14% +22,184 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 332,902 $16.2M 2.88% +20,115 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 327,142 $16M 1.8% +116,181 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 323,556 $15.8M 3.32% -1,357 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 321,154 $15.7M 2.28% +11,496 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 316,266 $15.4M 0.12% +220,183 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 315,099 $15.4M 3.14% +28,932 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 314,379 $15.3M 1.11% +61,121 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 313,781 $15.3M 9.39% +37,223 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 311,212 $15.2M 5.88% -9,648 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 306,739 $15M 6.39% +12,449 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 308,813 $14.9M 0.43% +22,770 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 304,203 $14.8M 0.21% +26,114 13F-HR Timeline Group FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 300,218 $14.6M 5.46% +38,489 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 299,832 $14.6M 1.94% +18,139 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 292,115 $14.2M 0.37% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 288,608 $14.1M 2.73% +9,140 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 286,580 $14M 1.53% +37,295 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 282,702 $13.8M 5.48% +4,503 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 275,117 $13.4M 0.41% +115,432 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 273,303 $13.3M 0.41% +132,581 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 272,546 $13.3M 2.51% +128,703 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 267,860 $13.1M 3.4% +2,876 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 267,010 $13M 6.24% +27,241 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 260,145 $12.7M 0.58% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 258,824 $12.6M 8.24% +10,445 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 258,782 $12.6M 1.94% +1,051 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 253,146 $12.3M 0.11% +14,665 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 251,417 $12.3M 0.03% +164,517 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 247,596 $12.1M 0.79% +31,083 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 246,004 $12M 3.36% +16,824 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 236,925 $11.6M 1.58% -160,854 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 232,756 $11.3M 4.01% -3,529 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 229,647 $11.2M 3.54% +15,657 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 229,387 $11.2M 0.02% +67,402 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 225,427 $11M 0.35% +14,859 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 223,822 $10.9M 1.41% +394 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 223,009 $10.9M 3.38% +37,794 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 216,711 $10.6M 2.43% +136,468 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 214,191 $10.4M 4.18% +7,992 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 212,749 $10.4M 0.03% +12,892 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 207,826 $10.1M 0.22% +132,059 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 206,264 $10.1M 1.49% +37,240 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 206,068 $10M 0.22% -14,263 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 203,651 $9.93M 0.8% +8,223 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 202,886 $9.89M 0.28% +12,543 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 202,726 $9.88M 2.54% -1,562 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 196,154 $9.56M 1.42% +108,693 13F-HR/A Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 207,950 $9.55M 1.24% +10,981 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 186,081 $9.47M 0.38% -23,423 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 196,108 $9.45M 3.75% -524 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 188,010 $9.17M 2.82% +10,602 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 186,620 $9.1M 5.31% +22,174 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 186,035 $9.07M 1.21% +16,313 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 183,103 $8.93M 3.81% +11,231 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 182,752 $8.91M 4.33% new 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 182,184 $8.88M 3.67% +15,943 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 180,291 $8.79M 0.8% +178,160 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 185,291 $8.71M 1.98% +2,917 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 176,624 $8.61M 2.04% +7,189 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 175,590 $8.56M 1.87% +6,734 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 174,217 $8.49M 0.35% +10,230 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 171,632 $8.37M 2.5% +89,328 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 170,481 $8.27M 0.3% +2,405 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 166,488 $8.12M 4.84% -535 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 166,364 $8.11M 0.02% +91,335 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 165,070 $8.05M 1.22% +5,438 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 163,823 $7.99M 1.75% -6,034 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 156,260 $7.62M 8.45% +9,033 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 155,754 $7.59M 0.28% +19,215 13F-HR Timeline Group Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 155,434 $7.58M 0.91% +42,337 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 154,335 $7.53M 1.28% +2,859 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 153,935 $7.51M 6.25% +8,205 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 153,777 $7.5M 4.49% -177 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 146,926 $7.16M 0.08% -1,035 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 146,097 $7.12M 4.5% new 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 144,366 $7.04M 4.1% +140,331 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 144,074 $7.03M 2.93% +4,192 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 136,498 $7M 0.16% -23 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 142,962 $6.97M 0.61% +7,101 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 141,702 $6.91M 5.04% +3,879 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 134,058 $6.87M 4.66% +3,663 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 140,335 $6.84M 3.45% +16,569 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 140,224 $6.84M 3.67% -3,217 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. 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