ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 493,988 $26.2M -86,301 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 355,713 $18.8M 0.02% -57,635 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 314,011 $16.6M 0.01% -19,012 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 308,059 $16.3M 0.04% -17,032 13F-HR Timeline Group Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 415,094 $16.2M 3.35% -7,202 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 243,858 $12.9M 0.03% +32,225 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 220,086 $11.7M 0.23% +8,999 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 185,367 $9.82M 0.01% -59,180 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 162,525 $8.61M 0.69% +32,455 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 135,567 $7.18M 0.01% -24,540 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 130,639 $6.92M 0.08% -3,083 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 123,784 $6.55M 1.33% -3,177 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 110,793 $5.87M 1.26% -9,244 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 104,658 $5.54M +4,229 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 102,120 $5.41M <0.01% -322 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 91,315 $4.84M 0.29% -6,485 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 88,993 $4.71M 3.41% -10,840 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 84,177 $4.46M 0.09% +21 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 82,620 $4.37M 2.36% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 78,391 $4.19M 0.64% -4,299 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 71,404 $3.78M 0.01% +1,239 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 67,818 $3.59M 1.09% -7,883 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 65,467 $3.47M 0.01% -2,503 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 60,985 $3.23M 0.34% -30,803 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 59,176 $3.13M 0.08% +85 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 47,568 $2.52M 0.03% -777 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 44,605 $2.36M 1.55% -1,240 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 42,433 $2.25M 0.53% +2,231 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 38,387 $2.03M 0.01% -605 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 36,869 $1.95M 0.09% +6,293 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 36,642 $1.94M 0.01% -103,297 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 35,156 $1.86M 0.11% -91 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 34,825 $1.84M 0.12% -1,140 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 33,876 $1.79M <0.01% +635 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,566 $1.72M <0.01% new 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 32,532 $1.72M 0.47% -575 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 32,475 $1.72M 0.13% +375 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 32,012 $1.7M <0.01% -183 13F-HR/A Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 31,393 $1.66M 0.09% -97 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 30,585 $1.62M 0.19% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 29,259 $1.55M 0.02% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 27,766 $1.47M 0.74% +2,672 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 27,185 $1.44M 0.02% -5,523 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 27,128 $1.44M <0.01% +293 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 26,705 $1.41M <0.01% +458 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 26,659 $1.41M 0.14% -2,635 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 26,639 $1.41M 0.03% -1,228 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 26,425 $1.4M 0.08% +2,939 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 23,873 $1.26M 0.81% -1,036 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 23,322 $1.23M 0.07% +15,347 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 23,031 $1.22M 0.17% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 22,795 $1.21M 0.02% -243 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 22,738 $1.2M 0.34% -391 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 22,101 $1.17M 0.17% +166 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 20,671 $1.09M 0.41% -482 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 20,002 $1.06M 0.08% +4,809 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 19,708 $1.04M 0.2% -459 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 19,495 $1.04M 0.07% +4,232 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 19,328 $1.02M 0.04% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 17,464 $925K 0.51% +1,824 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 17,142 $908K <0.01% -449 13F-HR Timeline Group Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 16,887 $894K 0.18% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,799 $890K <0.01% +2,300 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 16,523 $875K 0.28% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,434 $870K <0.01% +3,869 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 16,120 $854K 0.13% +5,599 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 16,073 $851K 0.75% -235 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,676 $830K 0.03% +254 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 15,618 $827K 0.03% -5,992 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 15,501 $821K 0.88% 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 15,491 $820K 0.03% +1,676 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 15,071 $798K 0.08% +193 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,068 $798K 0.02% +112 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 15,038 $796K 0.04% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,274 $756K 0.04% +100 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 14,055 $744K 0.06% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 14,014 $742K 0.21% -304 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,892 $736K 0.03% +239 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 13,657 $723K 0.27% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,109 $694K <0.01% -25 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,056 $691K 0.01% +1,230 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,876 $682K 0.03% +2,538 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,665 $671K <0.01% +315 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 12,334 $653K 0.43% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,264 $649K <0.01% -703 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 12,260 $649K 0.3% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,921 $631K 0.01% -75 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 11,585 $613K 0.2% +127 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 11,368 $602K 0.17% -1,055 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 11,340 $600K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11,288 $598K 0.04% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,267 $597K 0.03% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 10,896 $577K 0.11% +946 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,764 $570K 0.13% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,696 $566K <0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,623 $562K <0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,566 $559K 0.01% -3,150 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,374 $549K 0.01% -3,170 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 10,155 $538K 0.05% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 10,004 $530K 0.34% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 10,000 $530K 0.14% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,906 $525K 0.01% +385 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,811 $519K <0.01% -24 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 9,613 $509K 0.07% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,383 $497K 0.01% -1,467 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,074 $480K <0.01% +497 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,779 $465K 0.01% -561 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,769 $464K 0.03% -48 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 8,748 $463K 0.13% -16,300 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 8,627 $458K 0.38% -170 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,608 $456K 0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,575 $454K 0.02% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8,502 $450K 0.14% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,468 $448K <0.01% new 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,330 $441K <0.01% -380 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8,000 $424K 0.06% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,986 $423K 0.07% -2,390 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 7,831 $415K 0.06% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,541 $402K <0.01% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 7,500 $397K 0.08% -300 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 7,407 $392K 0.02% -47,834 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 7,350 $389K 0.3% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,097 $376K 0.04% -130 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,915 $366K 0.03% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 6,815 $361K 0.07% 0 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 6,247 $331K 0.21% -1,180 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,181 $331K 0.01% -280 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,064 $321K <0.01% +209 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,979 $317K <0.01% +813 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,974 $316K 0.01% new 13F-HR/A Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 5,974 $316K 0.2% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 5,964 $316K 0.1% -692 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,910 $313K 0.02% 0 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 5,888 $312K 0.24% 13F-HR Timeline Skyview Financial Group LLC More: the full row for Skyview Financial Group LLC 5,802 $307K 0.32% 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,770 $306K 0.06% -194 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,755 $305K 0.04% -2,571 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 5,473 $290K 0.1% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,254 $279K 0.04% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,233 $277K 0.06% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 5,200 $275K 0.08% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 5,166 $274K 0.09% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,960 $263K 0.01% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,903 $260K 0.04% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4,820 $255K 0.04% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,915 $254K 0.03% new 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 4,570 $242K 0.18% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,517 $239K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,480 $237K 0.02% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,414 $234K 0.02% -75 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,407 $233K 0.24% -42 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,330 $229K 0.01% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 4,316 $229K 0.06% -95 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,964 $210K 0.01% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,907 $207K 0.02% new 13F-HR/A Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,850 $204K 0.04% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,763 $199K <0.01% -5 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,145 $167K <0.01% +295 13F-HR/A Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,035 $161K 0.02% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,826 $150K <0.01% -5,324 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,450 $130K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,348 $124K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,921 $102K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,734 $91.8K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1,386 $73.4K 0.08% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,115 $59K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,063 $56.3K 0.02% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 884 $46.8K <0.01% new 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 781 $41.4K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 700 $37.1K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 600 $31.8K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 342 $18.1K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 270 $14.3K 0.01% -10 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 250 $13.2K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 216 $11K <0.01% 0 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 189 $10K <0.01% new 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 56 $2.96K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 41 $2.17K <0.01% 13F-HR Timeline