ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 118,866,870 $7.23B -14,257 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 45,131,519 $2.74B 0.75% +4,242,839 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 24,492,775 $1.49B 0.1% +1,594,565 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 22,637,020 $1.38B 9.59% +115,739 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 22,464,330 $1.37B 0.02% -885,977 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 16,575,210 $1.01B 0.06% +1,846,264 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 15,336,108 $933M 0.21% +3,086,957 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/ 11,816,168 $719M 0.05% +1,191,120 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,194,500 $681M 0.43% +3,123,441 13F-HR/A Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 9,529,543 $579M 5.69% +3,251,148 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,643,757 $526M 1.28% +996,096 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,014,666 $487M 1.32% +107,578 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,812,309 $475M 0.52% +686,895 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,470,093 $352M 6.39% +208,227 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,641,967 $343M 0.11% +277,966 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,787,660 $291M 0.67% +78,873 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,742,264 $288M 1.05% +383,460 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,300,287 $262M 2.56% +134,686 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,253,821 $259M 0.34% +740,988 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,123,512 $251M 0.05% +764,593 13F-HR 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 4,024,819 $245M 0.04% +287,555 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,630,528 $222M 0.39% +1,418,970 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,461,063 $211M 0.31% -231,232 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 3,389,851 $206M 10.28% +304,280 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,311,021 $201M 3.33% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,233,351 $197M 2.58% +265,551 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,994,449 $182M 0.99% +116,496 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,922,087 $178M 1.43% +429,891 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,883,894 $175M 7.16% +74,071 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,868,464 $174M 0.03% +409,658 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,539,386 $154M 0.14% +314,843 13F-HR Timeline Group FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 2,195,797 $134M 15.63% 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 2,187,217 $133M +139,414 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,111,020 $128M 0.77% +51,168 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,028,325 $123M 2.26% +48,121 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,984,442 $121M 5.05% +76,853 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,976,400 $120M 0.82% +371,990 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,699,801 $103M 1.23% +151,942 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,692,264 $103M 0.21% +43,029 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,558,775 $94.8M +408,426 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,411,859 $85.9M 0.49% +35,301 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,384,271 $84.2M 0.22% +94,998 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,293,230 $78.6M 2.69% +25,344 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,243,266 $75.6M 5.67% +27,256 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,222,445 $74.3M 1.42% +166,019 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,211,670 $73.7M 0.1% +54,690 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,203,705 $73.2M 0.04% +436,211 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 1,182,227 $71.9M 0.82% +66,062 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,174,349 $71.4M 7.88% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,130,116 $68.7M 0.32% +361,882 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,125,153 $68.4M 1.66% +112,913 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,096,800 $66.7M 0.1% -1,787,500 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,046,787 $63.7M 4.24% +33,801 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 972,506 $59.1M 3.54% +178,026 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 897,983 $54.6M 6.94% -37,524 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 872,231 $53M +139,007 Timeline EASTERN BANK More: the full row for EASTERN BANK 852,241 $51.8M 0.89% +852,162 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 847,219 $51.5M 0.06% +36,305 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 827,056 $50.3M 1.03% +255,080 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 825,630 $50.2M 7.5% +223,224 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 805,373 $49M 4.64% +71,389 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 795,656 $48.4M 4.48% +29,128 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 783,549 $47.6M 7.95% +53,671 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 758,626 $46.1M 0.05% +90,338 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 747,352 $45.4M 6.5% -20,364 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 743,184 $45.2M 7.63% +17,419 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 734,969 $44.7M 6.94% +715,897 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 732,587 $44.5M 0.05% +142,860 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 729,993 $44.4M 0.24% +221,477 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 726,833 $44.2M 6.3% -7,658 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 725,137 $44.1M 1.07% +236,006 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 724,419 $44.1M 6.65% +22,124 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 718,126 $43.7M 0.47% +142,760 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 714,640 $43.5M 13.06% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 693,628 $42.2M 3.08% +6,178 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 677,172 $41.2M 8.54% +53,829 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 670,419 $40.8M 1.34% -462 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 662,236 $40.3M 0.3% +71,056 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 658,848 $40.1M 0.72% +114,196 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 658,126 $40M 6.21% +19,260 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 641,441 $39M 0.1% +253,533 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 641,081 $39M 1.08% +146,505 13F-HR/A Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 628,061 $38.2M 6.33% -1,185 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 607,939 $37M 4.79% +24,823 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 606,300 $36.9M 0.29% new 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 591,085 $35.9M 6.56% +25,396 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 578,290 $35.2M 1.88% +24,566 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 573,058 $34.8M 0.59% +141,820 13F-HR Timeline EQ LLC More: the full row for EQ LLC 571,636 $34.8M 10.02% +45,673 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 569,745 $34.7M 0.18% +127,667 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 567,822 $34.5M 6.99% +16,981 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 559,341 $34M 3.23% +114,368 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 550,402 $33.5M 2.48% +131,858 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 538,205 $33.1M 17.61% -249,685 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 544,131 $33.1M 0.73% +540,208 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 543,668 $33.1M 8.29% +12,456 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 541,587 $32.9M 5.17% +13,440 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 530,580 $32.3M 3.94% +15,858 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 528,648 $32.1M 0.94% -200,298 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 520,752 $31.7M 4.41% +16,399 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 519,559 $31.6M 3.88% +216,435 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 518,844 $31.6M 3.09% +45,202 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 490,220 $29.8M 6.37% +767 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 487,061 $29.6M 14.47% +75,364 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 486,106 $29.6M 3.08% +160,108 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 478,794 $29.1M 3.76% +5,919 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 477,791 $29.1M 7.08% +33,067 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 476,752 $29M 0.57% +151,516 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 467,316 $28.4M 2.6% +9,999 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 466,291 $28.4M 0.52% +41,480 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 460,532 $28M 0.5% +221,906 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 458,160 $27.9M 1.02% +89,406 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 456,610 $27.8M 3.71% +44,584 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 454,681 $27.6M 4.77% +59,196 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 452,646 $27.5M 1.63% +4,646 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 452,161 $27.5M 3.15% +7,849 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 446,490 $27.2M 3.28% 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 438,248 $26.6M 3.55% +10,203 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 434,791 $26.4M 5.54% +154,520 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 430,825 $26.2M 2.61% +26,007 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 425,968 $25.9M 0.68% +101,557 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 425,434 $25.9M 12.39% +17,238 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 424,443 $25.8M 1.5% +21,450 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 419,262 $25.5M 9.23% +244,456 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 419,175 $25.5M 0.94% -37,587 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 418,852 $25.5M 3.52% +34,236 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 416,736 $25.3M 7.65% +54,281 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 415,845 $25.3M 3.53% +8,735 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 408,780 $24.9M 0.38% +88,893 13F-HR Timeline Group ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 405,003 $24.6M 7.43% +6,474 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 396,761 $24.1M 0.04% +98,814 13F-HR/A Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 388,860 $24M 4.86% +105,969 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 385,931 $23.7M +291,858 Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 384,460 $23.4M 5.32% -8,688 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 383,524 $23.3M 1.84% +2,231 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 383,530 $23.3M 0.13% +13,262 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 381,379 $23.2M 0.27% +21,955 13F-HR Timeline Group Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 380,143 $23.1M 7.64% +3,464 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 372,733 $22.7M 5.07% +106,188 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 367,344 $22.3M 2.97% +24,937 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 347,861 $21.4M 5.95% +19,499 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 348,362 $21.2M 2.62% +4,141 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 346,131 $21M 0.3% +91,558 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 344,354 $20.9M 0.24% +169,364 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 340,958 $20.7M 2.44% +84,279 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 333,524 $20.3M 8.95% +29,737 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 329,571 $20M 6.64% -2,544 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 326,791 $19.9M 1.19% +55,342 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 325,780 $19.8M 0.22% -28,147 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 324,101 $19.7M 7.08% +11,681 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 321,561 $19.6M 1.4% +41,143 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 318,763 $19.4M 4.42% +5,004 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 317,137 $19.4M 1.65% +5,908 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 314,833 $19.1M 5.9% -2,038 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 314,681 $19.1M 2.61% +6,900 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 308,574 $18.8M 8.77% +130,745 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 307,234 $18.7M 1.8% +57,135 13F-HR/A Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 300,135 $18.3M 2.76% -5,099 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 298,406 $18.1M 2.47% +36,825 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 298,086 $18.1M 0.39% -15,752 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 296,923 $18.1M +38,406 Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 295,655 $18M 0.44% +46,229 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 294,672 $17.9M 1.95% -27,869 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 293,970 $17.9M 3.94% +9,391 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 289,095 $17.6M 6.08% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 288,602 $17.5M 1.29% +14,656 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 285,472 $17.4M 0.36% +46,032 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 285,099 $17.3M 2.23% +256,308 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 279,280 $17M 3.91% +34,210 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 275,471 $16.8M 0.28% +223,019 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 271,348 $16.5M 4.31% +6,411 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 270,918 $16.5M 1.82% +6,657 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 269,255 $16.4M 0.42% +5,172 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 269,796 $16.3M 2.12% +49,652 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 266,408 $16.2M 0.36% +69,336 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 250,397 $15.2M 11.44% +131,082 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 248,511 $15.1M 0.28% +4,806 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 241,147 $14.7M 0.02% -71,363 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 237,793 $14.5M 2.76% +4,324 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 236,391 $14.4M 4.78% +45,361 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 236,090 $14.4M 5.08% +33,404 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 233,668 $14.2M 0.12% +26,555 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 232,851 $14.2M 5.83% +20,116 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 232,755 $14.2M 3.61% +763 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 232,569 $14.1M 12% +12,089 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 231,770 $14.1M +62,718 Timeline HEMMING& WEALTH MANAGEMENT, INC. 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