LPL Financial LLC More: the full row for LPL Financial LLC 6,833,994 $172M 0.04% +962,738 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 5,218,892 $131M 1.73% -12,274 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,511,937 $114M 0.02% +531,152 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/ 3,297,486 $83M 0.01% +594,234 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,366,974 $59.6M 2.18% +1,026 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,318,768 $58.4M 0.01% +159,397 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,166,734 $54.5M <0.01% +533,185 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,909,455 $48.1M 0.01% +279,055 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,615,619 $40.7M 0.04% +168,716 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,262,532 $31.8M 0.03% +1,234,466 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,223,504 $30.8M 0.36% +191,395 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 1,183,760 $29.8M 9.34% -152,495 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,019,918 $25.7M 0.02% +493,768 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 967,787 $24.4M 0.11% +183,957 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 937,454 $23.6M 0.03% +394,461 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 844,950 $21.3M 0.02% +687,122 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 835,217 $21M 0.12% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 835,986 $20.6M 1.99% +152,768 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 793,147 $20M 2.83% +19,853 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 669,892 $16.9M <0.01% +92,163 13F-HR Timeline Group Legacy CG, LLC More: the full row for Legacy CG, LLC 646,293 $16.3M 4.16% +12,811 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 618,326 $15.6M 0.01% +56,182 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 613,288 $15.4M 0.24% +44,157 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 584,966 $14.7M 0.07% +230,308 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 550,351 $13.9M +63,690 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 543,310 $13.7M 0.01% +134,875 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 535,337 $13.5M 0.02% -23,544 13F-HR Timeline Group Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 534,969 $13.5M 5.59% +66,444 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 503,404 $12.7M <0.01% +34,374 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 470,914 $11.9M 0.06% +314,545 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 444,075 $11.2M 0.09% -22,076 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 426,562 $10.7M 1.83% +285,009 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 369,979 $9.31M 0.03% +85,207 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 363,936 $9.16M 1.17% +16,616 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 352,219 $8.87M +260,231 Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 351,200 $8.84M 0.43% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 330,459 $8.32M 1.72% +41,241 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 326,915 $8.23M <0.01% -179,288 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 318,150 $8.01M 0.01% +18,324 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 315,631 $7.94M 0.02% +66,185 13F-HR/A Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 314,712 $7.92M 2.26% +111,375 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 306,697 $7.72M 0.02% +70,444 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 264,522 $6.66M 0.04% +26,725 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 260,803 $6.56M <0.01% +100,419 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 247,527 $6.23M 0.22% +23,053 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 237,746 $5.98M 0.18% -8,900 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 228,168 $5.74M 0.57% +12,644 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 227,632 $5.73M 0.1% +16,633 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 225,521 $5.68M 0.14% +49,304 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 222,089 $5.59M 0.68% +32,515 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 216,406 $5.45M 0.44% +63,761 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 215,204 $5.42M 0.78% +6,528 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 209,380 $5.27M <0.01% +92,302 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 180,942 $4.55M 0.02% +30,797 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 174,220 $4.39M <0.01% +83,007 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 163,497 $4.12M 0.04% -5,084 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 161,880 $4.07M 0.04% -495 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 149,287 $3.76M 0.13% new 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 140,980 $3.55M 2.13% -14,867 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 140,149 $3.53M 2.07% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 135,023 $3.4M 0.11% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 127,313 $3.2M 0.31% +3,984 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 126,316 $3.18M 0.68% +8,490 13F-HR Timeline CROBAN More: the full row for CROBAN 124,855 $3.14M 1.38% +592 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 124,597 $3.14M 1.1% -168,418 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 123,702 $3.11M 2.04% +19,000 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 117,916 $2.97M 0.58% +17,710 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 117,130 $2.95M 0.31% +52,641 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 117,046 $2.95M 1.33% -2,400 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 116,476 $2.93M 0.01% +60,232 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 116,414 $2.93M 0.3% -96,050 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 109,590 $2.76M <0.01% +30,116 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 105,308 $2.65M 0.12% +19,753 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 104,630 $2.63M 0.01% +16,580 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 103,078 $2.58M 0.58% -108 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 101,728 $2.56M 0.81% +30,678 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 96,512 $2.43M 0.24% +5,599 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 96,209 $2.42M 0.24% +9,527 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 96,455 $2.4M 1% +19,357 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 95,360 $2.4M 0.98% +7,695 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 92,311 $2.32M 0.4% +79,278 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 92,304 $2.32M 0.61% -448 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 86,762 $2.18M 0.02% -3,076 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 83,020 $2.09M 0.02% +7,983 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 79,108 $1.99M 0.04% +64,494 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 77,825 $1.96M <0.01% +18,627 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 76,377 $1.92M 0.77% -1,636 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 73,957 $1.86M 0.04% +857 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 73,620 $1.82M +36,436 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 71,759 $1.79M <0.01% +16,224 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 69,290 $1.74M 0.57% +11,325 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) 68,930 $1.73M 0.04% new 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 67,166 $1.69M 0.12% +47,584 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 65,582 $1.65M 0.03% 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 65,289 $1.64M 0.04% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 62,570 $1.57M 0.02% +24,703 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 61,915 $1.56M 0.1% +12,328 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 60,396 $1.52M 0.91% +40,590 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 60,340 $1.52M 0.36% +6,742 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 58,241 $1.47M 0.01% new 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 53,674 $1.35M 0.49% +62 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 53,069 $1.34M 0.01% +11,496 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 52,533 $1.32M 0.04% +5,086 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 52,057 $1.31M 0.27% -586 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 48,788 $1.23M 0.09% +13,479 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 48,425 $1.22M 0.84% +3,098 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 46,668 $1.17M 0.09% +3,178 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 46,319 $1.17M 0.26% +2,447 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 45,350 $1.14M 0.02% new 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 44,798 $1.11M 0.59% +2,271 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 43,843 $1.1M 0.05% +34,830 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 43,800 $1.1M 0.02% -1,200 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 43,649 $1.1M 0.14% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 43,430 $1.09M 0.37% +8,234 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 43,031 $1.08M 0.89% +23,740 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 42,723 $1.08M 0.62% +1,256 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 41,776 $1.05M 0.05% +9,462 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 41,474 $1.04M <0.01% -555 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 41,423 $1.04M 0.44% +2,546 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 41,187 $1.04M 0.79% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 39,745 $1M <0.01% +38,193 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 38,981 $981K <0.01% new 13F-HR Timeline Group Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 38,156 $960K 0.65% +753 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 37,936 $955K <0.01% +3,281 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 37,857 $953K 0.52% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 37,148 $935K 0.09% +1,049 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 37,059 $933K 0.28% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 36,399 $916K 0.29% +2,093 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 36,231 $912K 0.4% 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 35,767 $900K 0.1% -3,746 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 34,550 $870K 0.08% +245 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 34,481 $868K <0.01% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 34,469 $868K 0.22% +3,385 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 34,394 $866K 0.02% +16,239 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 34,312 $864K 0.06% +636 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 33,717 $849K <0.01% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 33,687 $848K 0.03% +3,863 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 32,905 $828K 0.7% +1,400 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 32,389 $815K 0.02% +972 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,974 $805K 0.01% +3,531 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 30,691 $761K 0.03% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 29,857 $752K <0.01% -899 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 29,856 $751K 0.6% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 29,189 $735K <0.01% +1,960 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 28,540 $708K 0.04% +2,682 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 27,667 $696K 0.1% +3,629 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 27,535 $693K 0.01% new 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 26,650 $671K 0.66% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 26,567 $669K 0.02% +2,182 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 26,376 $664K 0.03% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 25,335 $638K <0.01% +6,361 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 25,049 $630K 0.01% +3,056 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 25,000 $629K 0.05% +2,600 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 24,198 $609K 0.01% +809 13F-HR Timeline Group Members Advisory Group LLC More: the full row for Members Advisory Group LLC 24,039 $605K 0.17% +4,667 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 24,000 $604K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 23,545 $593K 0.02% new 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 23,290 $585K 0.4% +5,020 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 23,196 $584K 0.01% -146 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 22,899 $576K 0.04% +3,171 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 22,839 $575K 0.02% +132 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 22,421 $564K 0.47% +518 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 21,872 $551K 0.01% +3,625 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 21,476 $541K <0.01% +3,762 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 20,257 $510K 0.02% +209 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 17,092 $430K 0.01% +45 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 16,490 $415K 0.07% +1,351 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,385 $412K 0.01% +1,077 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 16,354 $409K 0.01% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 15,994 $402K 0.13% +7,442 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 15,592 $392K 0.28% +161 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,400 $386K 0.02% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 15,302 $385K 0.08% 0 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 15,283 $385K 0.16% 0 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 15,168 $382K 0.11% +4,695 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 15,000 $378K 0.08% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,335 $361K <0.01% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,097 $355K 0.01% +5,579 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,032 $353K 0.01% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 13,719 $345K 0.04% +1,531 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 12,961 $326K 0.02% +246 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 12,672 $319K 0.12% +689 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 12,500 $315K 0.01% +2,460 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 12,398 $312K 0.09% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 12,000 $302K 0.1% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 12,000 $302K 0.18% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,895 $299K <0.01% +895 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,529 $290K 0.01% +155 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 11,078 $279K new Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 10,935 $275K 0.05% -857 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10,861 $273K 0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,590 $267K <0.01% -567 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 10,574 $266K 0.08% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,109 $254K 0.03% +32 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 10,000 $252K 0.23% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,715 $245K 0.01% -7,019 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,704 $244K <0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,697 $244K <0.01% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 9,319 $235K 0.02% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,300 $234K 0.02% 0 13F-HR Timeline