NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 89,624,843 $4.14B +3,498,140 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 29,886,122 $1.38B 0.08% +754,534 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 13,036,895 $603M 0.03% +602,457 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/ 12,954,872 $599M 0.04% +683,930 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,199,410 $425M 0.03% +445,810 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 7,499,670 $347M 0.1% +1,898,489 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,656,599 $308M 4.11% +786,693 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,490,403 $300M +609,774 Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 6,272,214 $290M 6.35% +86,070 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,653,619 $261M 0.05% +410,781 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,047,490 $233M 0.08% +423,045 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,459,888 $206M 0.29% +256,100 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,373,035 $202M 0.26% +752,861 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,066,710 $188M 0.22% +1,755,652 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,999,789 $185M 1.87% +160,591 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 3,891,681 $180M -362,384 Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,777,828 $175M 3.4% +166,900 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,658,662 $169M 0.03% -221,613 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,499,147 $162M 4.43% +212,582 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,407,495 $158M 8.47% +762,741 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 3,249,607 $150M 8.85% +151,905 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,989,730 $138M 0.27% +816,419 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,869,968 $137M 2.69% +136,223 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,785,650 $129M 3.76% +344,665 13F-HR Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,727,917 $126M 9.43% +91,723 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,685,363 $124M 6.28% +606,287 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,617,055 $121M 0.36% +458,305 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,586,621 $120M 2.38% +133,603 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,499,227 $116M +334,565 Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,290,307 $106M 3.68% +202,815 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,170,408 $100M 1.99% +764,134 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,113,419 $97.7M 5.13% +115,073 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,005,230 $92.7M 7.95% +57,045 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,961,520 $90.7M 0.24% +221,590 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,833,973 $84.8M 0.1% +69,853 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,720,238 $79.5M 0.02% +90,146 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,562,280 $72.5M 7.21% +101,339 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,673,493 $71.3M 1.63% +174,314 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,485,129 $68.7M 0.34% +195,910 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,459,783 $67.5M 0.19% +54,693 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,439,111 $66.5M 1.39% +113,343 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,270,873 $58.8M 5.28% +79,365 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,219,449 $56.4M 0.5% -32,691 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,191,019 $55.1M 2.03% +41,659 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,184,713 $54.8M 0.5% +56,513 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,162,269 $53.7M 0.04% -523,963 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,094,851 $50.6M 0.23% +398,177 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,082,347 $50M 10.54% +19,120 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,073,400 $49.6M 12.16% +124,595 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,050,732 $48.6M 2.66% +103,479 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,035,852 $47.9M 0.99% -276,488 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,009,465 $46.7M 7.43% +40,596 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 988,443 $45.7M 1.33% +42,304 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 986,032 $45.6M 6.38% +21,091 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 954,854 $44.2M 0.07% +589,662 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 939,073 $43.4M 11.46% +36,158 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 922,423 $42.7M 12.51% +38,381 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 879,774 $40.7M 29.47% +17,079 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 840,368 $39M 3.21% +66,885 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 837,627 $38.7M 8.11% +104,664 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 816,243 $37.7M 6.95% +78,005 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 806,703 $37.3M 7.31% +60,539 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 799,918 $37M 0.48% +106,227 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 799,891 $37M 1.36% +18,835 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 785,511 $36.3M 4.68% +378,080 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 779,967 $36.1M 13.13% -50,081 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 763,455 $35.3M 5.17% +105,027 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 747,912 $34.6M 7.62% +9,062 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 742,577 $34.3M 0.84% +520,944 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 738,826 $34.2M 6.8% 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 735,709 $34M 7.84% +131,713 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 730,293 $33.8M 7.69% +53,803 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 727,816 $33.7M 3.05% +39,455 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 719,427 $33.3M 0.74% +163,140 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 719,287 $33.3M 0.4% +21,974 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 716,663 $33.1M 2.53% +31,390 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 713,610 $33M 10.68% +24,401 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 697,882 $32.3M 5.82% +9,918 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 692,754 $32M 3.09% +38,561 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 691,905 $32M 0.05% +325,948 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 677,809 $31.3M 0.73% -92,038 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 667,679 $30.9M 4.46% +59,775 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 631,037 $29.2M 10.23% +23,833 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 626,806 $29M 11.17% +15,101 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 613,792 $28.4M 2.17% +37,595 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 604,585 $28M 0.98% +138,489 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 597,083 $27.6M 6.66% +15,178 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 586,779 $27.1M 5.88% +46,147 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 581,989 $26.9M 3.2% +88,038 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 581,256 $26.9M 0.03% -2,115 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 579,371 $26.8M 1.68% +17,839 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 575,728 $26.6M 15.44% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 574,234 $26.6M 1.99% +15,724 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 566,761 $26.2M 1.67% +38,585 13F-HR/A Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 559,643 $25.9M 2.02% +20,305 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 556,540 $25.7M 0.49% -301,106 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 547,715 $25.3M 0.77% +68,351 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 538,773 $25M 4.76% +28,780 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 537,152 $24.8M 14.17% +27,603 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 536,060 $24.8M 7.81% -2,456 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 530,010 $24.5M 3.85% +9,177 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 527,100 $24.4M 1.66% +112,388 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 526,261 $24.2M 0.32% +112,974 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 522,205 $24.1M 1.34% +4,750 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 517,315 $23.9M 1.53% +25,704 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 506,457 $23.4M 0.8% -5,766 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 500,615 $23.1M 6.87% +9,857 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 484,616 $22.4M 3.47% +30,685 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 475,238 $22M 6.25% +18,362 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 474,361 $21.9M 4.84% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 467,291 $21.6M 0.44% +22,630 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 466,111 $21.6M 9.38% +35,123 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 465,743 $21.5M 1.45% +12,657 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 463,252 $21.4M 2.98% +43,339 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 449,171 $20.8M 4.56% +13,081 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 443,321 $20.5M 7.13% +39,174 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 440,417 $20.4M 1.93% +20,507 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 423,202 $19.6M 0.8% new 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 423,112 $19.6M 6.5% +5,618 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 422,338 $19.5M 0.19% +313,695 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 418,367 $19.3M 4.48% +17,061 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 417,650 $19.3M +39,850 Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 412,514 $19.1M 0.9% +14,036 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 408,570 $18.9M 0.43% +40,911 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 405,035 $18.7M 0.08% +37,531 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 395,871 $18.3M 0.28% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 389,590 $18M 5.02% +4,446 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 385,231 $17.8M 0.18% +219,621 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 383,909 $17.8M 1.19% +327,662 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 381,824 $17.7M 2.22% +15,747 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 377,015 $17.4M 6% +106,399 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 371,922 $17.2M 2.12% +13,883 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 369,743 $17.1M 4.14% +31,846 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 369,244 $17.1M 0.22% +91,029 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 367,003 $17M 6.38% +27,335 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 358,827 $16.7M 7.37% +17,487 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 355,052 $16.4M 9.51% +9,860 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 354,813 $16.4M 5.16% -127,704 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 352,995 $16.3M 3.59% +13,837 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 352,473 $16.3M 4.34% +21,965 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 351,712 $16.3M 0.01% +101,997 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 343,571 $15.9M 4.54% +51,084 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 343,339 $15.9M 15.66% +102,975 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 339,281 $15.7M 4.57% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 339,126 $15.7M 4.07% +21,463 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 338,370 $15.6M -521,558 Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 331,193 $15.3M 2.68% +146,781 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 327,630 $15.1M 1.02% +1,377 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 324,210 $15M 6.84% +22,478 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 321,883 $15M 9.92% +6,597 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 319,476 $14.9M 7.28% +2,365 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 311,556 $14.5M 0.37% +223,928 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 312,111 $14.4M 0.97% +10,714 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 312,016 $14.4M 2.31% +5,591 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 311,631 $14.4M 5.17% +281,038 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 310,079 $14.3M 11.03% +25,587 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 306,241 $14.2M 3.21% +266,714 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 301,703 $14M 1.66% +40,812 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 301,668 $13.9M 0.09% +298,464 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 299,886 $13.9M 0.06% -25,896 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 299,428 $13.8M 8.54% +19,085 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 297,577 $13.8M 0.28% +38,840 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 296,818 $13.7M 0.59% +53,766 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 294,673 $13.6M 1.94% +11,706 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 290,332 $13.6M 4.94% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 293,309 $13.6M 0.01% new 13F-HR Timeline Group PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 290,783 $13.5M 4.98% +30,042 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 290,490 $13.4M 1.29% -471,644 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 289,359 $13.4M 5.62% +11,231 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 280,700 $13M 0.02% +24,300 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 279,660 $12.9M 7.05% +18,308 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 278,272 $12.9M 0.19% +56,432 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 275,827 $12.8M 1.76% +35,812 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 274,015 $12.7M 0.73% +11,604 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 263,481 $12.2M 1.44% +23,415 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 262,772 $12.2M 3.02% +20,403 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 255,686 $11.8M 1.98% new 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 253,754 $11.7M 4.61% +11,913 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 253,697 $11.7M 0.95% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 253,412 $11.7M 10.27% +237,602 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 251,978 $11.7M 3.56% +17,086 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 250,696 $11.6M 5.3% +15,857 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 248,091 $11.5M 0.01% +23,627 13F-HR Timeline Group Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 247,666 $11.5M 12.28% +8,162 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 244,568 $11.3M 1.91% +6,611 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 243,323 $11.3M 0.07% +151,525 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 241,742 $11.2M 5.07% -511 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 237,674 $11M 6.98% 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 236,652 $10.9M 7.9% -2,312 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 232,600 $10.8M 0.13% -55,791 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 230,459 $10.7M 4.64% +11,450 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 230,934 $10.7M 3.69% +1,974 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 226,771 $10.5M 4.63% +33,822 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 226,269 $10.5M 17.11% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 225,747 $10.4M 0.58% -2,979 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 225,258 $10.4M 3.18% +12,458 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 225,293 $10.4M 7.21% +175,124 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 223,222 $10.3M 0.22% -22,581 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 221,895 $10.3M <0.01% -127,820 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 221,485 $10.2M 0.2% +10,820 13F-HR Timeline