ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 77,907,744 $4.24B +2,026,322 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 32,173,645 $1.75B 0.59% +3,882,525 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 19,656,038 $1.07B 0.07% +1,043,822 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 19,376,365 $1.06B 0.02% +6,508 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,496,054 $681M 0.04% +2,532,597 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,021,544 $491M 0.12% +2,354,023 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/ 8,278,847 $451M 0.04% +1,651,605 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,861,650 $428M 1.51% -161,273 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,022,649 $382M 3.52% +75,256 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,604,596 $360M 1.04% +584,835 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,799,161 $316M 0.23% +1,029,606 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,344,939 $291M 6.27% +385,356 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,086,623 $277M 0.47% -36,935 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,788,949 $261M 4.44% -588,202 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,547,581 $248M 0.09% +433,073 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,026,678 $219M 0.57% +252,244 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,559,166 $194M 2.15% -96,136 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,385,577 $184M 0.95% +119,938 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,223,318 $175M 0.31% +740,021 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,196,272 $174M 0.23% +517,595 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 2,942,777 $160M 0.03% +182,042 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,679,741 $146M 0.03% +1,300,760 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 2,554,442 $139M 8.5% +108,510 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,493,174 $136M 2.14% +295,906 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,339,847 $127M 0.79% +199,640 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 2,285,263 $124M 15.06% +733,154 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,231,728 $122M 5.89% +102,923 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,929,343 $105M 0.02% +171,102 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,856,325 $101M 0.1% +104,347 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,842,534 $100M +59,623 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,778,292 $96.8M 1.08% -3,834 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,745,131 $95M 0.77% -48,287 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,644,822 $89.6M 5.5% +19,327 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,597,693 $87M 0.21% +1,384,944 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,578,498 $86M 1.72% +109,247 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,427,240 $77.7M 0.64% +186,110 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,347,703 $73.4M 0.74% +105,712 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,215,454 $66.2M 0.14% -16,255 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,124,728 $61.3M 0.19% +112,802 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,119,234 $61M 0.45% -85,571 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,096,600 $59.7M 0.11% +1,086,600 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,096,575 $59.7M 4.73% +40,714 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,038,131 $56.5M 2.2% +34,494 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 981,534 $53.5M 0.08% +72,814 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 877,030 $47.8M 0.56% +72,519 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 836,415 $45.6M 6.11% -14,627 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 835,554 $45.5M 3.24% +75,437 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 805,218 $43.9M 1.15% +4,991 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 729,664 $39.7M 7.11% -85,243 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 718,543 $39.1M 0.01% -829,253 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 718,287 $39.1M 6.12% +64,435 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 703,157 $38.3M 7.6% +851 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 697,404 $38M 5.6% -10,280 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 671,231 $36.6M 5.51% +166,098 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 743,842 $36.3M 4.41% +375,175 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 659,426 $35.9M -68,888 Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 659,396 $35.9M 3.8% +75,006 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 657,701 $35.8M 0.05% +16,680 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 638,734 $34.8M 2.27% +36,197 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 620,928 $33.7M 0.03% +198,946 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 609,461 $33.2M 5.49% -39,252 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 601,069 $32.7M 5.75% -8,982 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 595,696 $32.4M 2.65% +4,257 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 565,738 $30.8M 1.2% +12,572 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 562,647 $30.6M 0.17% -9,905 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 553,264 $30.1M 5.54% +13,938 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 545,298 $29.7M 0.16% +134,469 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 527,911 $29.6M 7.35% +25,801 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 517,275 $28.2M 0.24% +118,703 13F-HR/A Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 505,292 $27.5M 1.66% +257,696 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 488,773 $26.6M 5.81% +29,849 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 486,323 $26.6M 13.48% +8,039 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 482,562 $26.3M 6.3% +34,498 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 478,095 $26M 5.76% -9,869 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 470,668 $25.6M 2.69% +2,705 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 459,635 $25M 3.92% +29,747 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 458,437 $25M 4.54% +12,205 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 455,492 $24.8M 0.5% -236,851 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 446,715 $24.3M 0.04% -19,110 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 442,818 $24.1M 4.26% +3,267 13F-HR Timeline EQ LLC More: the full row for EQ LLC 430,405 $23.4M 9.1% +63,826 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 430,391 $23.4M 2.95% +3,896 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 423,669 $23.1M 0.77% +267,915 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 421,250 $23M 0.52% -465,905 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 419,652 $22.9M 3.18% +10,373 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 417,352 $22.7M 0.89% +388,575 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 415,201 $22.6M 3.38% +21,917 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 413,732 $22.5M 3.3% -4,611 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 400,505 $21.8M 3.43% +13,822 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 398,067 $21.7M 3.03% +139,285 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 397,875 $21.7M 12.4% +61,147 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 393,147 $21.4M 5.38% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 392,474 $21.4M 2.39% +13,929 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 392,369 $21.4M 3.87% +77,270 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 392,255 $21.4M 1.05% +15,784 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 388,485 $21.2M 3.94% +64,929 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 375,317 $20.4M 6.02% +17,116 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 362,524 $19.7M 3.53% +14,979 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 362,476 $19.7M 5.72% +15,430 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 360,540 $19.6M 3.17% +87,994 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 358,184 $19.5M 0.46% -12,261 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 356,103 $19.4M 0.23% -13,479 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 353,394 $19.2M 6.55% +3,191 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 351,727 $19.2M 1.73% +1,377 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 345,104 $18.8M 0.13% +28,838 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 344,360 $18.8M 0.15% +91,214 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 331,764 $18.1M 9.52% +17,983 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 330,222 $18M 2.44% +9,068 13F-HR Timeline Group FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 328,509 $17.9M 6.12% +28,291 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 318,977 $17.8M 5.95% +12,238 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 327,075 $17.8M 1.19% +12,696 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 323,505 $17.6M 0.51% +50,202 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 322,976 $17.6M 0.04% +71,559 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 322,722 $17.6M 3.36% -10,180 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 315,275 $17.2M 1.67% -11,867 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 315,192 $17.2M 0.94% -156,594 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 305,344 $17.1M 0.43% -3,469 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 311,387 $17M 1.77% +24,807 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 306,798 $16.7M 6.11% -4,414 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 305,823 $16.7M 1.97% +5,991 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 294,576 $16M 2.75% +5,968 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 277,065 $15.5M 0.62% +16,920 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 283,546 $15.4M 3.12% +60,537 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 282,255 $15.4M 5.62% -447 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 282,180 $15.4M 0.26% -94,218 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 281,604 $15.3M 0.2% -22,599 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 271,264 $14.8M 1.84% +34,339 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 270,873 $14.8M 3.45% +3,013 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 269,612 $14.7M 0.28% +133,114 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 262,407 $14.3M 0.03% +96,043 13F-HR/A Timeline Group SWMG, LLC More: the full row for SWMG, LLC 245,065 $13.7M 4.62% +48,957 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 251,067 $13.7M 1.14% +70,776 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 239,639 $13.1M 2.73% +22,928 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 239,073 $13M 3.19% -6,931 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 235,316 $12.8M 5.25% -31,694 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 231,380 $12.6M 1.66% +35,226 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 229,640 $12.5M 1.31% +21,690 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 229,496 $12.5M 1.51% +5,674 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 228,966 $12.5M 0.4% +109,301 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 228,806 $12.5M 2.67% +52,182 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 225,095 $12.3M 3.56% -4,552 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 223,822 $12.2M 0.18% -68,293 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 220,585 $12M 3.17% +48,953 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 219,417 $11.9M 0.25% +13,349 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 216,509 $11.8M 0.88% +12,858 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 215,710 $11.7M 0.23% +7,884 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 212,868 $11.6M 0.09% +87,089 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 212,486 $11.6M 0.07% +74,970 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 212,001 $11.5M 5.25% -46,823 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 211,341 $11.5M 0.3% +8,455 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 210,234 $11.4M 0.48% +109,794 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 210,080 $11.4M 10.17% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 210,075 $11.4M 0.34% -15,352 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 209,859 $11.4M 2.75% +7,133 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 207,352 $11.3M 5.14% +62,986 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 205,791 $11.2M 0.28% 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 203,853 $11.1M 4.04% -10,338 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 202,381 $11M 3.66% +113,534 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 198,272 $10.8M 3.04% +10,262 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 193,273 $10.5M +171,175 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. 187,952 $10.2M 0.02% new 13F-HR Timeline Group McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 187,041 $10.2M 4.54% +4,289 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 186,031 $10.1M 4.02% +2,928 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 173,151 $10.1M 5.74% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 184,472 $10M 1.91% -819 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 183,071 $9.97M 4.92% +82,735 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 180,820 $9.85M 1.37% +15,750 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 179,967 $9.8M 2.05% +4,377 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 178,407 $9.72M 0.38% +4,190 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 177,981 $9.69M 0.63% new 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 175,512 $9.56M 5.03% -11,108 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 175,031 $9.53M 1.25% -31,233 13F-HR Timeline Claro Advisors Inc. 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