ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,453,793 $1.23B new Timeline LPL Financial LLC More: the full row for LPL Financial LLC 6,855,216 $345M 0.08% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,429,490 $122M 0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,382,374 $120M 0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,705,355 $85.8M 0.54% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,479,773 $74.4M 0.15% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,432,964 $72.1M 0.07% new 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 1,402,742 $70.5M 0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,350,738 $67.9M 0.13% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,204,924 $60.6M 0.51% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 883,720 $44.4M <0.01% +83,720 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 844,485 $42.5M 0.26% new 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 698,409 $35.1M 0.19% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 672,685 $33.8M 0.35% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 522,734 $26.3M 0.12% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 500,933 $25.2M 0.02% new 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 476,292 $24M 0.83% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 373,011 $18.8M 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 361,983 $18.2M 0.05% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 315,874 $15.9M 1.92% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 301,426 $15.2M 0.02% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 217,371 $10.9M 0.05% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 217,238 $10.9M 0.02% new 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 197,897 $9.95M <0.01% new 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 197,288 $9.94M 0.02% new 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 194,989 $9.8M 1.29% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 189,954 $9.55M 0.01% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 182,030 $9.15M 0.09% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 179,662 $9.04M 1.93% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 179,269 $9.02M 0.24% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 175,078 $8.75M new Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 172,073 $8.65M 0.52% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 159,892 $8.04M 1.07% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 157,637 $7.93M 0.25% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 141,035 $7.09M 1.12% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 135,428 $6.81M 0.75% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 126,232 $6.35M 0.05% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 118,855 $5.98M 0.66% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 115,699 $5.82M 0.29% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 113,395 $5.7M 0.09% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 110,543 $5.56M 0.07% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 103,943 $5.23M 0.05% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 99,858 $5.08M 0.02% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 97,289 $4.88M 0.01% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 95,094 $4.78M 0.71% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 93,125 $4.68M 0.11% new 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 85,972 $4.32M 0.22% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 85,033 $4.26M 0.49% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 82,178 $4.13M 1.06% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 80,648 $4.06M 0.34% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 78,327 $3.94M 0.91% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 77,503 $3.9M 0.44% new 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 73,744 $3.71M 1.55% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 73,228 $3.68M 0.72% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 72,928 $3.67M 0.03% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 71,587 $3.6M 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 71,324 $3.59M 0.04% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 69,026 $3.47M 0.04% new 13F-HR Timeline Group Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 68,867 $3.46M 2.43% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 68,509 $3.46M 0.09% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 63,883 $3.21M 0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 61,626 $3.1M 0.02% new 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 61,312 $3.08M 2.27% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 61,213 $3.08M 0.27% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 57,751 $2.9M 0.07% new 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 56,574 $2.85M 1.57% new 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 55,961 $2.81M 2.39% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 55,439 $2.79M 0.88% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 55,061 $2.77M 0.25% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 53,573 $2.68M 0.2% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 53,284 $2.68M 0.92% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 53,160 $2.67M 0.09% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 52,456 $2.64M <0.01% new 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 52,129 $2.62M 0.26% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 49,543 $2.49M 0.08% new 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 48,582 $2.43M 1.43% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 43,893 $2.21M 0.06% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 44,106 $2.2M 0.28% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 42,945 $2.16M 0.56% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 42,637 $2.14M 0.49% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 42,130 $2.12M 0.04% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 41,142 $2.07M 0.5% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 40,567 $2.04M 0.3% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 40,476 $2.04M 0.04% new 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 39,852 $2M 0.63% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 38,009 $1.91M 0.08% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 37,630 $1.89M 0.29% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 37,208 $1.87M <0.01% new 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 36,476 $1.83M 0.02% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 36,468 $1.83M 0.03% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 33,790 $1.7M 0.98% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 33,765 $1.7M <0.01% +18,537 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 32,246 $1.62M 0.02% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 31,495 $1.58M 0.1% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 31,075 $1.56M 0.03% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 31,004 $1.56M 0.37% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 30,979 $1.56M 0.19% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 30,860 $1.55M 0.03% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 30,318 $1.52M 0.16% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 30,002 $1.51M 0.38% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 29,364 $1.48M 0.28% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 29,247 $1.47M 0.02% new 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 28,848 $1.45M 0.34% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 28,387 $1.43M 0.23% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 27,971 $1.41M <0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 27,958 $1.41M 0.08% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 27,479 $1.38M 0.39% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 26,589 $1.34M 0.01% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 26,583 $1.34M 0.13% new 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 26,056 $1.31M 0.04% new 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 25,484 $1.28M 1.1% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 25,436 $1.28M 0.24% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 25,243 $1.27M 0.1% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 25,053 $1.26M 0.01% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 24,661 $1.24M 0.24% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 23,945 $1.2M 0.44% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 23,828 $1.2M <0.01% new 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 23,669 $1.19M 0.12% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 22,635 $1.14M 0.96% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 22,167 $1.11M 0.11% new 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 21,919 $1.1M 0.8% new 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 20,985 $1.06M 0.77% new 13F-HR/A Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 20,841 $1.05M 0.28% new 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 20,862 $1.04M 0.55% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,435 $1.03M <0.01% +684 13F-HR Timeline Group Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 20,128 $1.01M 0.78% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,644 $991K 0.05% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 19,645 $988K 0.1% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 19,385 $975K 0.19% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 19,287 $967K 0.23% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 19,212 $966K 0.14% new 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 18,575 $934K 0.26% new 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 18,347 $923K 0.28% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 17,735 $892K 0.04% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 16,821 $846K 0.24% new 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 16,702 $840K 0.54% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 16,514 $829K 0.06% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,260 $818K 0.01% new 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 16,147 $812K 0.19% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 15,766 $793K 0.05% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,654 $787K 0.01% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 15,581 $784K 0.17% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,453 $777K 0.02% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14,665 $738K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14,445 $726K 0.02% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 14,211 $715K 0.39% new 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 14,214 $709K 0.35% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 13,885 $698K 0.07% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 13,776 $693K 0.09% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 13,510 $679K 0.45% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,049 $656K 0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,041 $656K 0.05% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 12,975 $653K 0.16% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 12,780 $643K new Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 12,721 $640K 0.36% new 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 11,821 $594K 0.63% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 11,413 $574K 0.13% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,686 $537K 0.02% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,603 $533K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,348 $520K <0.01% new 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 10,322 $519K 0.27% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10,133 $510K 0.04% new 13F-HR Timeline Group Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 10,080 $507K 0.43% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 9,913 $499K 0.31% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,905 $498K 0.03% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,660 $486K <0.01% new 13F-HR Timeline Group GatePass Capital, LLC More: the full row for GatePass Capital, LLC 9,566 $481K 0.18% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 9,504 $478K 0.1% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 9,474 $476K 0.23% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,303 $468K 0.01% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 8,993 $452K 0.8% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 8,761 $441K 0.12% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,253 $415K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,147 $410K 0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,118 $408K 0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,059 $405K 0.05% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,010 $403K 0.02% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 8,008 $403K 0.05% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,980 $401K 0.05% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,720 $388K 0.06% new 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 7,587 $382K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,364 $370K 0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 7,337 $369K 0.01% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,295 $367K <0.01% new 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 7,159 $360K 0.27% new 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 6,961 $350K 0.22% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,818 $343K 0.11% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,762 $340K 0.08% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 6,746 $339K 0.22% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,735 $339K 0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,730 $338K 0.01% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,556 $330K 0.06% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 6,422 $323K 0.3% new 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 6,415 $323K 0.23% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,357 $320K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,354 $320K 0.03% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,333 $318K <0.01% new 13F-HR Timeline Group Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 6,219 $313K 0.04% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 6,083 $306K 0.14% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 6,056 $303K 0.09% new 13F-HR Timeline