LPL Financial LLC More: the full row for LPL Financial LLC 5,871,256 $146M 0.04% +1,064,622 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 5,231,166 $130M 1.9% +2,865,141 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,980,785 $98.7M 0.02% +1,512,265 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,703,252 $67M <0.01% +1,345,211 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,365,948 $58.7M 2.45% +473,020 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,159,371 $53.5M 0.01% +628,403 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,633,549 $40.5M <0.01% +420,489 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,630,400 $40.4M 0.01% +269,252 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,446,903 $35.9M 0.04% +275,864 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 1,336,255 $33.1M 11.66% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 28,066 $31M 0.03% -1,381,324 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,032,109 $25.6M 0.35% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 783,830 $19.4M 0.11% +113,491 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 773,294 $19.2M 3.01% +67,866 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 746,251 $18.5M 0.89% +137,674 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 683,218 $16.9M 1.96% +157,342 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 633,482 $15.7M 4.36% +129,055 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 577,729 $14.3M <0.01% +225,450 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 569,131 $14.1M 0.26% +24,376 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 562,144 $13.9M 0.01% +241,652 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 558,881 $13.9M 0.02% +41,895 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 542,993 $13.5M 0.02% -81,832 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 526,150 $13M 0.01% +162,359 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 506,203 $12.5M <0.01% +312,516 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 486,661 $12.1M +14,095 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 469,030 $11.6M <0.01% +93,595 13F-HR Timeline Group Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 468,525 $11.6M 6.16% +26,970 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 466,151 $11.6M 0.1% +30,102 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 408,435 $10.1M <0.01% +155,668 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 354,658 $8.79M 0.04% +75,021 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 351,200 $8.71M 0.5% +264,900 13F-HR/A Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 347,320 $8.61M 1.21% +80,780 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 334,014 $8.28M 0.02% +27,352 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 328,521 $8.14M 0.09% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 299,826 $7.43M 0.01% -19,350 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 293,015 $7.26M 2.79% +32,573 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 289,218 $7.17M 1.62% +29,070 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 284,772 $7.06M 0.03% +58,394 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 249,446 $6.18M 0.02% +36,145 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 246,646 $6.14M 0.17% +17,917 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 245,168 $6.08M 0.01% +35,093 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 237,797 $5.91M 0.04% +22,180 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 236,253 $5.86M 0.02% +178,196 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 224,474 $5.56M 0.23% +16,241 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 215,524 $5.34M 0.59% -1,491 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 212,464 $5.27M 0.3% +113,923 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 210,999 $5.24M 0.09% +28,726 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 208,676 $5.17M 0.82% +43,907 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 203,337 $5.04M 1.69% +49,546 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 189,574 $4.7M 0.66% +9,004 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 176,217 $4.37M 0.14% +42,916 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 168,581 $4.18M 0.05% +130,097 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 162,375 $4.03M 0.05% +17,087 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 160,384 $3.98M <0.01% +48,146 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 157,828 $3.91M <0.01% +55,655 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 156,369 $3.88M 0.02% +140,859 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 155,847 $3.86M 2.61% +14,559 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 152,645 $3.78M 0.34% +43,721 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 150,145 $3.72M 0.02% -11,475 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 141,553 $3.51M 0.69% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 135,023 $3.34M 0.12% +4,981 13F-HR Timeline CROBAN More: the full row for CROBAN 124,263 $3.08M 1.45% +20,146 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 123,329 $3.06M 0.33% +7,144 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 119,446 $2.96M 1.44% -1,251 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 117,826 $2.92M 0.71% +36,174 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 117,078 $2.9M <0.01% +46,262 13F-HR Timeline Group Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 104,702 $2.6M 1.96% +12,552 13F-HR/A Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 103,186 $2.56M 0.67% -17,481 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 100,206 $2.48M 0.58% +16,798 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 92,752 $2.3M 0.68% +918 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 91,988 $2.28M 0.14% +8,615 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 91,213 $2.26M <0.01% +48,604 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 90,913 $2.25M 0.27% +38,934 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 89,838 $2.23M 0.02% +65,615 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 88,050 $2.18M 0.01% +17,572 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 87,665 $2.17M 1.02% +28,592 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 86,682 $2.15M 0.24% +18,169 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 85,555 $2.12M 0.11% +8,048 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 79,474 $1.97M <0.01% +49,322 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 78,013 $1.93M 0.84% -3,867 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 77,098 $1.92M 0.95% +58,806 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 75,037 $1.86M 0.02% +29,553 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 73,100 $1.81M 0.04% +58,340 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 71,050 $1.76M 0.63% -945 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 65,852 $1.63M 0.05% +34,042 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 64,489 $1.6M 0.2% +30,777 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 59,198 $1.47M <0.01% -19,905 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 57,965 $1.44M 0.52% +3,969 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 56,244 $1.39M 0.01% +55,894 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 55,535 $1.38M <0.01% +43,262 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 54,252 $1.34M 0.01% new 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 53,612 $1.33M 0.55% -4,670 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 53,598 $1.33M 0.36% +18,661 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 52,643 $1.31M 0.28% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 49,587 $1.23M 0.09% +10,233 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 47,447 $1.18M 0.04% +5,143 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 45,327 $1.12M 0.91% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 45,000 $1.12M 0.02% -500 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 43,872 $1.09M 0.27% +6,185 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 43,490 $1.08M 0.1% +20,901 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 42,527 $1.06M 0.62% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 42,029 $1.04M 0.01% +1,842 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 41,573 $1.03M 0.01% +8,626 13F-HR Timeline Group Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 41,467 $1.03M 0.67% +5,128 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 41,187 $1.02M 1.04% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 39,513 $980K 0.11% +867 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 38,877 $964K 0.44% -270 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 37,867 $939K 0.01% +27,578 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 37,184 $928K -13,804 Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 37,403 $927K 0.66% +4,947 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 36,099 $895K 0.1% +334 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 35,309 $875K 0.08% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 35,196 $873K 0.34% +25,971 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 34,655 $859K 0.01% +11,804 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 34,481 $855K <0.01% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 34,306 $850K 0.3% +3,868 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 34,305 $850K 0.09% +250 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 33,676 $835K 0.06% -253 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 32,314 $801K 0.04% +2,886 13F-HR Timeline Group Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 31,505 $781K 0.78% +11,550 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 31,417 $779K 0.03% +1,694 13F-HR Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 31,084 $771K 0.22% +2,321 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 30,756 $762K <0.01% -9,207 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 29,856 $740K 0.65% +138 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 29,824 $739K 0.03% -1,329 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 28,799 $714K 0.01% +17,828 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 28,443 $705K 0.01% +3,368 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 27,300 $677K <0.01% +4,000 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,229 $675K <0.01% 0 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 26,650 $661K 0.72% +2,000 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 25,858 $641K 0.05% +2,393 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 24,385 $604K 0.02% -1,027 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 24,038 $596K 0.1% new 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 $594K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 23,389 $580K 0.01% +755 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 23,342 $579K 0.01% +4,287 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 22,707 $563K 0.02% -93 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 22,400 $555K 0.05% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,993 $545K 0.01% -446 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 21,903 $543K 0.5% +13,213 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 20,048 $497K 0.02% +9,791 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 19,806 $491K 0.37% +5,215 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 19,728 $489K 0.04% +3,488 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 19,582 $485K 0.04% new 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 19,372 $480K 0.16% +3,564 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 19,291 $478K 0.48% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 18,974 $470K <0.01% +892 13F-HR Timeline Group Tenzing Financial LLC More: the full row for Tenzing Financial LLC 18,270 $456K 0.34% +1,202 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 18,247 $452K 0.01% +2,578 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,155 $450K 0.01% +2,328 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 17,714 $439K <0.01% +7,022 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 17,047 $423K 0.01% -2,049 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 16,734 $415K 0.02% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 16,354 $408K 0.01% new 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 16,346 $405K 0.24% -2,388 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 15,431 $383K 0.3% +92 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,400 $381K 0.03% +900 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 15,308 $379K 0.01% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 15,302 $379K 0.09% 0 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 15,283 $379K 0.3% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 15,139 $375K 0.07% new 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 15,000 $372K 0.09% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,614 $362K 0.01% -26,154 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,335 $355K <0.01% 0 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 14,078 $349K 0.02% -1,131 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,113 $325K <0.01% -1,062 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 13,033 $323K 0.06% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 12,715 $315K 0.03% +505 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 12,450 $309K 0.06% 0 13F-HR/A Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 12,398 $307K 0.1% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 12,188 $302K 0.04% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,112 $300K <0.01% new 13F-HR Timeline Group Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 12,000 $297K 0.12% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 12,000 $297K 0.19% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 11,983 $297K 0.13% +2,031 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 11,792 $292K 0.05% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,374 $282K 0.01% 0 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,157 $277K <0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,000 $273K <0.01% new 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,601 $263K 0.12% +52 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 10,473 $260K 0.08% 13F-HR/A Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,077 $250K 0.03% 0 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 10,040 $249K 0.01% new 13F-HR Timeline Group Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 10,000 $248K 0.24% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,300 $231K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,291 $230K <0.01% new 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,013 $223K 0.01% +366 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,883 $220K 0.01% +49 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 8,552 $212K 0.08% -1,621 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,518 $211K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 8,281 $205K 0.11% +2,336 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,752 $143K 0.01% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,666 $116K <0.01% +630 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,849 $70.6K 0.04% +2,495 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,365 $58.6K <0.01% -4,899 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,781 $44.2K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,552 $38.5K <0.01% -123 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,000 $24.8K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 946 $23.5K 0.01% +34 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 896 $22.2K <0.01% +150 13F-HR Timeline