FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,515,093 $706M 0.5% +3,508,029 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 534,200 $107M 0.01% +132,999 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 426,213 $85.6M 0.02% +237,629 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 295,687 $59.4M 0.02% +34,854 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 205,505 $41.3M +18,367 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 202,877 $40.7M 0.01% +57,218 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/ 200,959 $40.4M <0.01% +10,853 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 199,981 $40.2M 0.01% +45,112 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 128,241 $25.8M +12,414 Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 104,402 $21M 1.18% -10,548 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 95,083 $19.4M 1.52% +89,843 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 78,413 $15.7M 0.08% +71,983 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 78,213 $15.7M 4.73% +6,128 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 75,428 $15.1M 0.2% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 74,342 $14.9M 0.42% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 69,393 $13.9M <0.01% +23,847 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 68,981 $13.9M 0.01% +8,535 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 66,297 $13.3M 0.01% +3,427 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 65,265 $13.1M 0.03% -4,789 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 62,524 $12.6M 0.05% +56,629 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 58,201 $11.7M 0.12% +27,721 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 55,217 $11.1M 0.02% +8,657 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 54,147 $10.9M 0.01% -1,081 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 53,019 $10.6M 0.06% +3,247 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 52,725 $10.6M 0.02% -162 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 52,054 $10.5M 0.03% +13,893 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 43,700 $8.78M 0.01% +1,000 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 41,791 $8.46M 0.15% +213 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 41,105 $8.32M 0.02% +12,256 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 40,885 $8.21M 0.72% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 34,276 $6.88M 0.01% +13,195 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 33,836 $6.79M 0.21% +27,964 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,212 $6.47M 0.01% +16,203 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 31,620 $6.35M 0.29% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 30,581 $6.14M -8,615 Timeline World Investment Advisors More: the full row for World Investment Advisors 29,734 $5.97M 0.1% +21,817 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 29,268 $5.88M -758 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 29,186 $5.86M 0.05% +28,017 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 27,948 $5.61M 1.43% -1,207 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 27,386 $5.5M 0.01% +4,969 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 27,114 $5.45M 0.78% -506 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 24,795 $4.98M 0.06% +22,304 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 23,189 $4.66M 0.56% -458 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 19,798 $3.98M <0.01% +89 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 19,654 $3.95M 0.15% +12,495 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 19,486 $3.91M 0.01% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 19,219 $3.86M 1.43% +512 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 17,980 $3.61M 0.09% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,650 $2.94M <0.01% +1,082 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 14,134 $2.84M 0.01% +9,915 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 14,098 $2.83M 0.53% new 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 14,065 $2.82M 2.97% -8,941 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,767 $2.76M <0.01% -73 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,033 $2.71M <0.01% +315 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,197 $2.65M 0.01% +9,971 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,090 $2.63M 0.05% +891 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 11,517 $2.31M 0.82% +6,817 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,956 $2.2M 0.01% -262 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,697 $2.15M 0.01% +5,601 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,186 $2.13M <0.01% +2,171 13F-HR Timeline Group JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 10,411 $2.09M 0.7% -216 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,389 $2.09M <0.01% 0 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,037 $2.02M 0.01% +6,731 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,759 $1.96M 0.02% new 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,569 $1.92M 0.03% +827 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 9,300 $1.87M 0.05% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,141 $1.84M 0.04% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,780 $1.77M <0.01% -1,710 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,799 $1.77M 0.12% +352 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,616 $1.73M 0.69% +171 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,441 $1.7M 0.02% -17 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 8,374 $1.68M 0.07% +5,762 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 8,303 $1.67M <0.01% +615 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 8,006 $1.61M 0.01% -32 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,588 $1.52M 0.01% +25 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,497 $1.51M 0.08% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 7,453 $1.5M 0.72% -30 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,279 $1.46M 0.12% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,129 $1.43M 0.04% +468 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,990 $1.4M 0.02% +626 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,860 $1.39M 0.01% +1,249 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 6,678 $1.34M 0.14% -1,724 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 6,429 $1.29M 1.36% +3,294 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 6,299 $1.26M 0.95% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,260 $1.26M 0.01% +244 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,064 $1.23M 0.07% +4,452 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 5,689 $1.19M 0.15% -100 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,946 $1.19M 0.33% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 5,811 $1.17M <0.01% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 5,797 $1.16M 0.01% +30 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,479 $1.1M 0.02% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,288 $1.06M <0.01% new 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,929 $990K 0.15% -51 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,892 $982K 0.41% -1,220 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,791 $962K 0.34% +144 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,783 $961K <0.01% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,777 $959K 0.06% -1,535 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,762 $956K 0.04% +23 13F-HR/A Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,689 $942K 0.1% -128 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,644 $933K 0.01% +765 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,574 $919K 0.01% +395 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 4,483 $900K 0.18% -180 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 4,483 $900K 0.54% -180 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,415 $887K <0.01% +1,641 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,275 $859K 0.01% -150 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,184 $840K 0.01% -94 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 4,179 $839K <0.01% +424 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,154 $834K 0.02% +36 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,148 $833K <0.01% -101 13F-HR Timeline Group Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,041 $812K 0.38% +13 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,761 $755K 0.01% -502 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,703 $744K <0.01% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,687 $740K 0.09% +25 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,674 $738K 0.04% -73 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,649 $733K 0.27% +1 13F-HR/A Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,629 $729K 0.21% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,572 $717K 0.12% +857 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,498 $702K 0.02% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,449 $693K 0.49% +58 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,444 $692K 0.12% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,559 $687K 0.04% -9,197 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,402 $683K 0.35% new 13F-HR/A Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 3,376 $678K 0.14% -121 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,369 $677K 0.02% -159 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,364 $676K <0.01% +235 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 3,316 $666K 0.62% -15 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,306 $664K 0.21% -266 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,164 $635K 0.49% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,156 $634K 0.22% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,128 $628K 0.44% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,101 $623K 0.05% -139 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 3,098 $622K 0.47% -72 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,081 $619K 0.03% +227 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 2,999 $602K 0.68% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,924 $587K 0.03% -319 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,920 $587K 0.02% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,912 $585K 0.1% -116 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,876 $582K 0.03% +282 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,713 $545K 0.02% +123 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,651 $532K 0.06% +139 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 2,644 $531K 0.45% -199 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,585 $519K 0.18% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,564 $515K 0.01% -252 13F-HR/A Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,560 $514K 0.12% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,541 $510K <0.01% +75 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,495 $501K <0.01% -35 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,469 $496K 0.01% +537 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,461 $494K <0.01% +2,365 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,417 $485K 0.03% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,348 $472K <0.01% +739 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,323 $467K 0.01% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 2,298 $461K 0.06% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,291 $460K <0.01% +1,159 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,280 $458K 0.05% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,238 $449K <0.01% 0 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,228 $447K 0.1% +80 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,177 $437K 0.03% -62 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,117 $425K 0.02% +36 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,044 $410K <0.01% -52 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,013 $404K 0.05% +62 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,982 $398K 0.03% +24 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,938 $389K 0.04% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,937 $389K 0.01% +664 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,930 $388K 0.1% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,895 $381K 0.01% +913 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,842 $370K 0.01% new 13F-HR Timeline TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 1,823 $366K <0.01% 13F-HR Timeline Group PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 1,738 $349K 0.05% -18 13F-HR/A Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,689 $349K 0.05% +477 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,700 $341K 0.09% -78 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,699 $341K 0.04% -316 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,687 $339K 0.03% +30 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,642 $330K <0.01% -30 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,625 $326K <0.01% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,619 $325K 0.01% new 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,532 $308K 0.03% 0 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 1,520 $305K 0.19% -32 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,512 $304K 0.16% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,511 $303K 0.04% +123 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,494 $300K <0.01% 0 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,475 $293K 0.08% -1 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,406 $282K <0.01% new 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,399 $281K 0.02% 0 13F-HR Timeline Fortune Financial Group, Inc. 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