WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 21,763,134 $589M 0.1% -62,524 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,562,312 $286M 0.02% +31,238 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,948,219 $215M +7,185,657 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,466,281 $148M 0.17% +4,893,533 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,295,649 $89.1M 0.02% -41,118 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,672,608 $45.2M +224,468 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,617,836 $43.8M 0.01% +50,305 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,415,450 $38.3M 0.01% +338,483 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,387,044 $37.5M 1.07% +61,043 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,157,535 $31.3M 1.48% +24,786 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 971,639 $26.3M 0.31% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 965,395 $26.1M 0.11% +248,089 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 932,402 $25.2M 0.01% +211,153 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 901,297 $24.4M 0.99% +48,468 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 782,279 $21.3M 4.35% +217,501 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 756,891 $20.5M 0.01% +623,850 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 719,100 $19.4M 0.46% -392,200 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 690,192 $18.7M 2.77% -372,772 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 666,514 $18M 2.15% +186,572 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 648,635 $17.5M 0.02% -10,235 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 591,708 $16M 0.01% +119,396 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 589,983 $16M 0.04% -132,584 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 580,543 $15.7M 0.17% -38,956 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 574,445 $15.5M 0.55% -31,526 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 498,160 $13.8M 1.28% +17,784 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 386,464 $10.5M 0.87% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 382,602 $10.3M 0.37% +37,125 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 377,555 $10.2M 0.16% new 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 338,563 $9.16M 2.54% +2,227 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 324,348 $8.77M 2.04% +4,527 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 324,087 $8.77M 0.35% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 320,040 $8.66M 0.09% -109 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 316,406 $8.56M 1.72% +150,903 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 283,090 $7.66M 0.88% -72,045 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 280,803 $7.6M 0.02% +17,993 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 280,704 $7.59M 0.92% -95,956 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 274,403 $7.42M 0.04% +90,145 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 269,735 $7.3M 2.48% +43,024 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 268,950 $7.28M 0.23% +401 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 263,865 $7.14M 0.1% +54,729 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 259,032 $7.01M 1.04% +81,617 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 251,724 $6.81M 0.06% +13,905 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 248,626 $6.72M 1.93% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 227,959 $6.17M 0.05% -168,176 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 218,676 $5.92M 0.01% +29,702 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 213,091 $5.76M 0.97% +6,253 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 210,441 $5.69M 2.02% +2,246 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 205,361 $5.56M 5.59% -287,743 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 203,939 $5.52M 0.12% +168,423 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 176,312 $4.77M 0.55% +8,534 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 170,168 $4.6M 0.09% +73,667 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 167,472 $4.53M -154,062 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 166,937 $4.52M 0.02% +19,156 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 150,142 $4.06M 0.01% +28,922 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 146,629 $3.97M 0.03% +70,011 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 145,758 $3.83M 2.34% +125 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 131,919 $3.57M <0.01% +8,229 13F-HR Timeline Group Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 131,764 $3.56M 2.08% +13,123 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 123,859 $3.35M 0.01% -13,975 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 121,915 $3.3M 0.19% -23,054 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 118,648 $3.21M 0.05% +78,115 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 118,410 $3.2M 0.03% -217,434 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 116,969 $3.16M <0.01% -5,477 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 103,112 $3.03M 1.05% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 112,058 $3.03M 0.04% +2,931 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 102,767 $2.75M <0.01% +6,296 13F-HR Timeline Group Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 96,727 $2.62M 0.43% +8 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 95,335 $2.58M 0.02% -3,160 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 94,188 $2.55M <0.01% +4,729 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 87,620 $2.37M 0.01% -1,246 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 82,727 $2.32M <0.01% +23,776 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 84,182 $2.28M 0.68% +981 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 83,146 $2.26M 3.24% -959,080 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 83,307 $2.25M 0.04% +1,213 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 82,589 $2.23M 1.78% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 81,873 $2.21M 0.01% -2,297 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 80,990 $2.19M 0.01% +12,898 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 80,980 $2.19M 0.03% +25,316 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 79,217 $2.14M 0.03% +32,891 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 75,156 $2.03M <0.01% +4,573 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 74,881 $2.03M 1.22% +22,127 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 71,973 $1.95M 0.77% +1,796 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 70,295 $1.9M 0.06% -272 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 69,591 $1.88M 0.02% -1,982 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/ 68,854 $1.86M <0.01% -2,854 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 65,863 $1.78M 0.2% -18,479 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 64,167 $1.74M 0.49% +2,784 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 63,380 $1.71M 1.54% -4,032 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 63,067 $1.71M 0.02% -35,903 13F-HR Timeline Group CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 62,033 $1.68M 0.88% +31,768 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 61,570 $1.67M <0.01% +2,102 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 57,099 $1.63M 0.68% +18,372 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 58,479 $1.58M 0.32% -200 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 57,222 $1.55M 0.35% -2,925 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 56,228 $1.52M 0.29% +35,917 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 54,261 $1.47M 0.06% +15,359 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 54,064 $1.46M 0.82% +807 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 52,493 $1.42M 0.07% -100,725 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 52,329 $1.42M 0.09% +26,518 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 52,063 $1.41M 0.17% +2,422 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 50,918 $1.38M 0.61% +3,915 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 49,345 $1.33M 0.74% -563 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 48,067 $1.3M 0.01% +5,123 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 47,596 $1.29M <0.01% -1,098 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 46,569 $1.26M <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 46,234 $1.25M 0.01% +12,105 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 45,729 $1.24M 0.08% -303 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 45,374 $1.23M 0.43% +488 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 44,573 $1.21M 0.34% +8,016 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 44,254 $1.2M 0.16% +43,262 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 43,869 $1.19M 0.06% +3,442 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 43,669 $1.18M 0.01% -989 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 43,558 $1.18M 0.27% +6,036 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 43,211 $1.17M 0.01% +6,788 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 42,297 $1.14M 0.09% +2,235 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 41,241 $1.12M 0.19% -2,348 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 39,679 $1.07M <0.01% +15,351 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 39,192 $1.06M 0.19% +1,017 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 37,951 $1.03M 0.55% +1,152 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 37,677 $1.02M 0.38% -274 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 37,485 $1.01M 0.02% -5,462 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 36,073 $976K 0.03% +5,728 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 35,248 $953K 0.2% -13,362 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 34,589 $936K 0.03% +11,843 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 34,446 $935K 0.2% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 34,253 $927K 0.01% +2,203 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 30,655 $829K 0.01% +13,106 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 27,921 $755K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 26,881 $727K <0.01% +22,239 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 26,077 $705K 0.36% -1,000 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 25,611 $693K 0.56% +1,808 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 23,874 $646K 0.1% +2 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 23,527 $636K 0.09% -8,474 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 22,748 $615K 0.17% -204,073 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 21,778 $589K <0.01% +13,227 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,240 $575K 0.04% -577 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 21,139 $572K 0.01% -2,480 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 20,653 $559K 0.09% -1,389 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 20,484 $554K 0.56% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 20,300 $550K 0.03% +9 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 19,107 $517K 0.03% +510 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 18,791 $508K 0.23% +4,732 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 17,764 $481K 0.01% +71 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 17,653 $478K 0.02% +118 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,353 $469K <0.01% -1,306 13F-HR/A Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 17,223 $466K 0.05% -6 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 17,088 $462K 0.11% -1,013 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 17,060 $461K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,664 $451K <0.01% +3,483 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 16,571 $448K 0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,524 $447K 0.03% -548 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16,390 $443K 0.02% -691 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 16,018 $433K 0.14% +1,472 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 15,968 $432K 0.01% +641 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 15,716 $425K 0.07% -202 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 15,050 $407K <0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 14,783 $400K <0.01% +240 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 14,321 $399K 0.01% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 14,675 $397K 0.03% -5,659 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 14,665 $396K 0.18% -487 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 14,411 $390K 0.17% -214 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,138 $382K 0.01% -833 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 14,132 $382K 0.01% -118,871 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 13,984 $378K 0.17% -6,777 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 13,951 $377K 0.03% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,338 $361K <0.01% +1,487 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 13,146 $356K 0.09% +82 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 12,859 $348K 0.09% -6,152 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,752 $345K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,567 $340K <0.01% -6,708 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. 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