ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 115,526,647 $6.72B -3,340,223 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 43,801,022 $2.55B 0.68% -1,330,497 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 29,219,898 $1.7B 11.45% +6,582,878 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 24,635,093 $1.43B 0.03% +2,170,763 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 23,095,100 $1.3B 0.09% -1,397,675 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 17,362,697 $1.01B 0.06% +787,487 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,024,095 $933M 0.22% +687,987 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,249,358 $771M 0.47% +2,054,858 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/ 11,683,296 $680M 0.05% -132,872 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 11,061,727 $644M 5.61% +1,532,184 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,830,130 $456M 1.2% -184,536 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,465,321 $434M 3.39% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,448,937 $433M 0.46% -363,372 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,237,106 $421M 1.17% -1,406,651 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,114,647 $414M 0.13% +1,472,680 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,268,470 $365M 6.65% -201,623 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,682,652 $272M 0.38% +428,831 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,456,727 $259M 0.05% +333,215 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,370,801 $254M 0.92% -371,463 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,219,236 $245M 0.61% -568,424 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,785,256 $220M 2.15% -515,031 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 3,612,761 $210M 10.13% +222,910 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 3,576,855 $208M 0.04% -447,964 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,444,392 $200M 0.29% -16,671 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,352,902 $195M 1.45% +430,815 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,322,878 $193M 2.77% +11,857 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,065,821 $178M 0.03% +197,357 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,000,617 $175M +813,400 Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,693,034 $157M 1.94% -540,317 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,491,984 $145M 5.86% -391,910 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,461,951 $143M 0.13% -77,435 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,460,922 $143M 0.77% -533,527 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,189,312 $133M 0.86% +212,912 13F-HR Timeline Group FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 2,268,468 $132M 15.46% +72,671 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,132,789 $124M 2.24% +104,464 13F-HR/A Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,098,039 $122M +539,264 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,112,526 $120M 0.06% +908,821 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,847,176 $107M 0.2% -1,783,352 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,765,206 $103M 0.82% +65,405 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,752,856 $102M 0.63% -358,164 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,702,479 $99.1M 0.2% +10,215 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,499,775 $87.3M 3.86% -484,667 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,326,415 $77.2M 0.11% +1,199,826 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,324,046 $77M 0.2% -60,225 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,314,475 $76.5M 0.41% -97,384 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,290,131 $75.1M +417,900 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,249,748 $72.7M 0.34% +119,632 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,247,034 $72.6M 2.05% +718,386 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,166,954 $67.9M 7.54% -7,395 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 992,611 $63M 4.09% -54,176 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,081,544 $62.9M 0.08% -130,126 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,069,538 $62.2M 2.15% -223,692 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 1,051,939 $61.2M 0.68% -130,288 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,036,543 $60.3M 0.18% +395,102 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,020,235 $59.4M 1.38% -104,918 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 1,009,789 $58.7M 3.34% +37,283 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 990,537 $57.6M 1.34% +265,400 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 989,010 $57.5M 0.99% +136,769 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 877,898 $51.1M 1.03% +50,842 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 837,820 $48.7M 0.05% +79,194 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 831,989 $48.4M 6.19% +393,741 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 831,001 $48.3M 4.59% +35,345 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 794,404 $48.3M 4.78% -10,969 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 824,991 $48M 7.28% -639 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 804,300 $46.8M 8.2% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 788,500 $45.9M 6.06% +180,561 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 785,796 $45.7M 0.23% +55,803 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 782,460 $45.5M 7.7% -1,089 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 749,767 $43.6M 5.88% -148,216 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 734,586 $42.7M 12.41% +19,946 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 729,026 $42.4M 6.47% +2,193 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 631,415 $40.4M 5.54% -93,004 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 665,288 $38.7M 4.24% -77,896 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 649,206 $37.8M 7.46% -27,966 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 589,815 $37.6M 2.59% -103,813 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 631,874 $36.8M 5.95% +3,813 13F-HR Timeline EQ LLC More: the full row for EQ LLC 627,626 $36.5M 10.29% +55,990 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 627,233 $36.5M 4.3% +107,674 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 620,709 $36.5M 0.34% -97,417 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 625,468 $36.4M 6.34% -121,884 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 622,795 $36.2M 3.76% +136,689 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 609,740 $35.5M 5.66% +18,655 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 599,362 $34.9M 1.33% +141,202 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 597,256 $34.7M 2.75% +37,915 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 592,610 $34.5M 1.91% +14,320 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 584,007 $34M 0.38% +511,209 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 581,779 $33.9M 0.17% +12,034 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 582,470 $33.9M 0.04% -150,117 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 577,845 $33.6M 0.61% -81,003 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 574,017 $33.4M 5.98% -84,109 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 548,622 $31.9M 0.27% -113,614 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 548,607 $31.9M 3.15% +29,763 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 547,900 $31.9M 0.19% -58,400 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 542,488 $31.6M 2.16% -7,914 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 532,076 $31M 0.81% -109,005 13F-HR Timeline Group Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 528,266 $30.7M 18.91% -9,939 13F-HR Timeline Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 525,556 $30.6M 12.63% 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 522,600 $30.4M 0.03% -574,200 13F-HR Timeline Group Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 520,461 $30.3M 14.31% +33,400 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 520,241 $30.3M 0.05% +123,480 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 503,502 $29.3M 0.92% -166,917 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 476,752 $29M 0.57% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 496,452 $28.9M 3.61% +17,658 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 486,778 $28.3M 0.31% +142,424 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 482,660 $28.1M 0.45% +16,369 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 474,784 $27.6M 3.08% +22,623 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 470,452 $27.4M 3.78% +54,607 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 462,709 $26.9M 3.35% -67,871 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 450,242 $26.2M 1.48% +251,111 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 446,041 $26M 3.08% +105,083 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 435,609 $25.3M 3.53% -85,143 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 434,347 $25.3M 0.14% +50,817 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 432,753 $25.2M 5.36% -2,038 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 431,747 $25.1M 0.41% -141,311 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 431,324 $25.1M 3.63% -25,286 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 430,151 $25M 4.27% -24,530 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 427,852 $24.9M 0.37% +19,072 13F-HR Timeline Group Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 426,761 $24.8M 8.52% +422,560 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 425,700 $24.8M 8.91% +6,438 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 388,617 $24.8M 3.07% +118,821 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 422,913 $24.6M 0.07% +202,913 13F-HR/A Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 422,822 $24.6M 5.62% -54,969 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 420,670 $24.5M 0.88% +1,495 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 412,976 $24M 3.8% -128,611 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 412,517 $24M 5.44% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 412,102 $24M 0.6% -13,866 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 409,616 $23.8M 3.36% -9,236 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 409,211 $23.8M 4.98% +311,467 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 408,912 $23.8M 5.21% -81,308 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 405,830 $23.6M 0.32% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 401,251 $23.3M 0.13% +212,162 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 398,501 $23.2M 2.7% -47,989 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 398,296 $23.2M 5.28% +25,563 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 360,287 $22.9M -25,644 Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 389,812 $22.7M 1.31% +309,597 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 389,605 $22.7M 1.32% -63,041 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 388,473 $22.6M 1.2% -35,970 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 386,806 $22.5M 7.62% +6,663 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 386,256 $22.5M 5.15% +1,796 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 384,045 $22.3M 9.98% +163,296 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 380,971 $22.2M 4.3% +179,235 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 379,047 $22.1M 6.47% -37,689 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 378,288 $22M 2.27% -89,028 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 375,464 $21.8M 3.06% +8,120 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 369,576 $21.5M 2.14% -61,249 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 331,877 $21.3M 8.9% +23,303 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 361,413 $21M 5.06% -182,255 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 356,186 $20.7M 4.16% +37,423 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 355,591 $20.7M 5.08% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 348,235 $20.3M 1.44% +26,674 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 342,274 $19.9M 6.6% +53,179 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 337,247 $19.6M 0.22% -44,132 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 335,528 $19.5M 1.76% +28,294 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 333,533 $19.4M 8.36% +9 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 333,094 $19.4M 4.25% +39,124 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 331,603 $19.3M 9.02% -93,831 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 330,628 $19.2M 5.99% +15,795 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 299,798 $19.2M 1.5% -17,339 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 327,938 $19.1M 0.26% -18,193 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 327,584 $19.1M 1.52% -55,940 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 324,046 $19.1M 0.04% +270,060 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 325,633 $18.9M 4.25% +46,353 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 322,178 $18.7M 2.53% +7,497 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 321,699 $18.7M 0.4% +36,227 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 316,925 $18.6M 0.32% +93,110 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 315,300 $18.3M 0.71% +202,985 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 314,927 $18.3M 0.43% +19,272 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 314,721 $18.3M 2.77% +14,586 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 314,343 $18.3M 4.89% +88,820 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 309,676 $18M 5.65% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 306,893 $17.9M 2.27% +21,794 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 305,548 $17.8M +8,625 Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 300,825 $17.5M 5.39% -104,178 13F-HR Timeline HEMMING& WEALTH MANAGEMENT, INC. More: the full row for HEMMING& WEALTH MANAGEMENT, INC. 300,744 $17.5M 12.22% +69,730 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 299,752 $17.4M 4.98% -48,109 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 296,212 $17.2M 2.17% -52,150 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 291,105 $16.9M 0.02% +84,059 13F-HR Timeline Group TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 290,968 $16.9M 5.47% -38,603 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 290,647 $16.9M 1.26% +2,045 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 289,985 $16.9M 0.36% -8,101 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 285,180 $16.6M 0.96% -41,611 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 272,265 $15.8M 7.49% +93,856 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 271,634 $15.8M 0.42% +2,379 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 271,113 $15.8M 6.24% +50,792 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 269,819 $15.7M 0.18% -55,961 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 267,127 $15.5M 0.29% +18,616 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 262,296 $15.3M 3.54% -126,564 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 257,838 $15M 0.11% +24,170 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 255,624 $14.9M +253,454 Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 253,479 $14.7M 5.3% -70,622 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 219,935 $14.5M 0.41% +2,956 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 247,197 $14.4M 0.32% -19,211 13F-HR/A Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 244,009 $14.2M 7.51% +11,440 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 242,424 $14.1M 10.9% -7,973 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 242,211 $14.1M 2.7% +4,418 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 240,463 $14M 0.07% +25,848 13F-HR Timeline Group Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 240,341 $14M 4.68% +3,950 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 239,427 $13.9M 1.34% +220,818 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 238,054 $13.8M 1.67% -60,352 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 231,219 $13.5M 1.21% +72,154 13F-HR Timeline