NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 92,442,810 $4.26B +2,817,967 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 34,716,320 $1.6B 0.1% +4,830,198 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 13,921,185 $641M 0.03% +884,290 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/ 13,835,166 $637M 0.05% +880,294 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,574,323 $533M 0.04% +2,374,913 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 9,387,074 $432M 0.12% +1,887,404 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 8,650,398 $398M 3.91% +1,993,799 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 6,392,262 $294M 5.33% +120,048 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,181,894 $285M 0.09% +1,134,404 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,036,291 $278M -454,112 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,870,299 $270M 0.3% +1,803,589 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,868,478 $270M 0.05% +214,859 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,895,618 $225M 0.3% +522,583 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,890,866 $225M 0.33% +430,978 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,892,228 $225M 5.99% +1,393,081 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 4,447,841 $205M +556,160 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,161,603 $192M 1.97% +161,814 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,035,401 $186M 8.74% +627,906 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,003,965 $184M 0.03% +345,303 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,855,303 $177M 3.24% +77,475 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,627,370 $167M 3.05% +1,456,962 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 3,416,406 $157M 9.06% +166,799 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,181,189 $151M 2.74% +311,221 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,268,874 $150M 0.41% +651,819 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,196,841 $147M 0.26% +207,111 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,886,258 $133M 3.68% +100,608 13F-HR/A Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,872,433 $132M 9.59% +144,516 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,808,295 $129M 6.32% +122,932 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,708,377 $125M 2.35% +121,756 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,601,320 $120M +102,093 Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,490,208 $115M 3.77% +199,901 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,467,073 $114M 0.28% +505,553 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,140,215 $98.5M 5.51% +26,796 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,090,807 $96.3M 7.91% +85,577 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,890,734 $87M 0.1% +56,761 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,786,898 $82.3M 0.02% +66,660 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,740,989 $80.6M 7.7% +178,709 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,757,004 $76.2M 1.7% +83,511 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,631,426 $75.1M 0.2% +171,643 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,504,259 $69.3M 1.36% +65,148 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,440,074 $66.3M 0.31% -45,055 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,399,914 $64.5M 1.21% +364,062 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,354,634 $62.4M 5.25% +83,761 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,314,388 $60.5M 13.89% +240,988 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,236,027 $56.9M 1.55% +45,008 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,224,399 $56.4M 0.2% +129,548 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,216,624 $56M 0.48% +31,911 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,196,042 $55.1M 2.87% +145,310 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,190,370 $54.8M 0.23% +890,484 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,125,704 $51.8M 0.65% +325,786 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,124,122 $51.8M 0.61% -95,327 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,110,436 $51.1M 10.34% +28,089 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,031,304 $47.5M 7.11% +21,839 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,017,336 $46.8M 6.3% +31,304 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,009,529 $46.6M 7.04% +479,519 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,005,932 $46.3M 0.92% +263,355 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 990,542 $45.6M 11.19% +51,469 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 975,741 $44.9M 12.6% +53,318 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 964,516 $44.4M 4.22% +179,005 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 932,065 $42.9M 1.38% -56,378 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 918,570 $42.3M 8.42% +80,943 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 896,594 $41.3M 29.27% +16,820 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 893,752 $41.2M 0.06% -61,102 13F-HR/A Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 882,620 $40.8M 3.14% +42,252 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 875,849 $40.3M 0.7% +198,040 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 875,591 $40.3M 1.33% +75,700 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 856,459 $39.4M 0.03% -305,810 13F-HR Timeline Group CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 855,857 $39.4M 7.42% +39,614 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 838,376 $38.6M 7.33% +31,673 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 815,728 $37.6M 13.22% +35,761 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 806,708 $37.1M 0.42% +87,421 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 801,076 $36.9M 5.73% +556,508 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 796,309 $36.7M 5% +32,854 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 784,311 $36.1M +445,941 Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 782,784 $36M 7.73% +34,872 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 778,664 $35.8M 2.85% +50,848 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 767,474 $35.3M 7.81% +37,181 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 762,388 $35.1M 7.5% +26,679 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 755,976 $35M 3.65% +631,409 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 759,690 $35M 0.62% +40,263 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 758,451 $34.9M 5.98% +60,569 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 758,386 $34.9M 3.33% +65,632 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 735,702 $33.9M 0.97% +187,987 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 733,204 $33.8M 2.53% +16,541 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 732,007 $33.7M 0.05% +40,102 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 718,253 $33.1M 4.42% +50,574 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 712,397 $32.8M 2.43% +98,605 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 687,395 $31.6M 0.34% +409,123 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 680,180 $31.3M 10.99% +53,374 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 677,638 $31.2M 6.34% +90,859 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 657,104 $30.3M 10.65% -56,506 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 653,982 $30.1M 3.45% +71,993 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 652,668 $30M 1% +48,083 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 643,872 $29.6M 1.8% +77,111 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 639,090 $29.4M 0.01% +417,195 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 627,471 $28.9M 4.18% +572,951 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 591,999 $27.3M 1.84% +32,356 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 591,509 $27.2M 0.22% +169,171 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 590,368 $27.2M 8.17% -40,669 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 589,112 $27.1M 3.76% +104,496 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 584,863 $26.9M 7.98% +48,803 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 583,854 $26.9M 1.58% +56,754 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 581,527 $26.8M 0.34% +55,266 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 580,880 $26.7M 6.33% -16,203 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 578,964 $26.7M 1.85% -407 13F-HR/A Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 578,397 $26.6M 15.06% +2,669 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 572,115 $26.3M 8.51% +128,794 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 565,279 $26M 3.48% +102,027 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 565,126 $26M 14.28% +27,974 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 559,240 $25.8M 4.67% +20,467 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 554,683 $25.5M 0.03% -26,573 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 550,911 $25.4M 1.37% +28,706 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 523,025 $24.1M 1.8% +5,710 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 521,124 $24M 1.55% +137,215 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 519,059 $23.9M 5.28% +100,692 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 515,541 $23.7M 12.62% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 515,276 $23.7M 0.79% +8,819 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 510,486 $23.5M 0.09% +105,451 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 504,507 $23.2M 6.79% +3,892 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 500,664 $23.1M 0.23% +115,433 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 497,887 $22.9M 8.67% +392,001 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 496,310 $22.9M 6.23% +21,072 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 496,151 $22.8M 0.01% +144,439 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 489,024 $22.5M 0.4% +21,733 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 487,686 $22.5M 19.34% 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 486,313 $22.4M 0.3% -70,227 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 486,239 $22.4M +68,589 Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 484,385 $22.3M 4.79% +35,214 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 478,249 $22M 1.39% +12,506 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 460,405 $21.2M 1.93% +19,988 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 448,723 $20.7M 5.35% +273,741 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 443,364 $20.4M 0.99% +20,162 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 441,646 $20.3M 0.41% +33,076 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 437,291 $20.1M 0.92% +24,777 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 436,100 $20.1M 12.32% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 428,567 $19.8M 0.29% +32,696 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 423,018 $19.5M 17.29% 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 413,412 $19M 8.08% +403,757 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 412,826 $19M 4.62% +69,255 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 411,541 $18.9M 4.52% +41,798 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 410,911 $18.9M 16.86% +67,572 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 405,448 $18.7M 7.47% 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 397,956 $18.3M 4.88% +8,366 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 395,034 $18.2M 2.19% +13,210 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 393,938 $18.1M 5.48% -29,174 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 386,777 $17.8M 6.36% +19,774 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 382,965 $17.6M 5.88% +5,950 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 381,648 $17.6M 7.08% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 378,054 $17.5M 1.18% -196,180 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 379,078 $17.5M 4.96% +39,797 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 375,669 $17.4M 7.66% +51,459 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 377,157 $17.4M 2.09% +5,235 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 376,144 $17.3M 0.21% +6,900 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 375,741 $17.3M 4.36% +36,615 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 375,044 $17.2M 7.65% +55,568 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 371,856 $17.1M 0.02% new 13F-HR Timeline Group Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 369,716 $17M 4.96% +14,903 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 366,027 $16.9M 3.55% +13,032 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 362,417 $16.7M 9.41% +7,365 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 361,739 $16.7M 9.74% +39,856 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 357,922 $16.5M 4.25% +5,449 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 355,324 $16.4M 5.73% +64,541 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 353,764 $16.4M 7.06% -5,063 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 348,396 $16M 0.26% +50,819 13F-HR/A Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 341,417 $15.7M 3.48% +35,176 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 341,405 $15.7M 1.12% +13,775 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 339,107 $15.6M 0.1% +95,784 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 336,527 $15.5M 0.65% +39,709 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 333,960 $15.5M 0.38% +22,404 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 330,234 $15.2M 1.04% +18,123 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 328,956 $15.1M 0.17% +218,164 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 326,178 $15M 1.69% +24,475 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 321,372 $14.8M 0.09% +19,704 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 319,492 $14.7M 5.25% +7,861 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 317,838 $14.6M 2.25% +5,822 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 315,452 $14.5M 4.51% +26,093 13F-HR Timeline Mountain Hill Investment Partners Corp. 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More: the full row for First Heartland Consultants, Inc. 269,725 $12.4M 0.94% +16,028 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 262,830 $12.1M 7.55% +49,822 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 260,895 $12M 7.19% 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 259,443 $11.9M 4.69% +5,689 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 256,625 $11.8M +80,869 Timeline