JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,191,614 $159M 0.06% +1,307,669 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/ 2,464,112 $123M 0.01% +206,855 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,914,821 $95.4M 0.02% +234,913 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,773,682 $88.3M <0.01% -290,475 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,446,412 $72M <0.01% +157,391 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,416,178 $70.5M +219,394 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,050,409 $52.3M <0.01% +313,136 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 796,239 $39.7M 0.01% +16,140 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 677,219 $33.7M 0.01% +89,064 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 625,952 $31.2M 4.2% +12,179 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 572,958 $28.5M 0.04% +46,496 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 503,214 $25.1M -19,393 Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 460,490 $22.9M 0.03% +95,255 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 451,477 $22.5M 0.01% +10,743 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 445,415 $22.2M 0.02% +27,471 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 400,595 $19.9M 0.01% -19,168 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 395,093 $19.7M 0.09% -3,610 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 347,409 $17.3M 0.08% +83,216 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 337,157 $16.8M 0.49% +295,593 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 313,825 $15.6M 0.03% +126,012 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 293,487 $14.6M 1.29% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 231,943 $11.6M 0.02% -4,219 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 214,452 $10.7M 0.01% +89,490 13F-HR Timeline Group 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 200,169 $9.97M <0.01% -5,162 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 197,141 $9.82M 0.16% +2,939 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 195,693 $9.75M 2.21% +18,938 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 182,436 $9.09M +132,979 Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 172,500 $8.59M 0.48% +6,736 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 167,169 $8.33M 0.08% +3,837 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 165,710 $8.25M 0.05% +53,030 13F-HR/A Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 156,043 $7.77M 0.36% -562 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 148,482 $7.39M 0.01% +19,620 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 146,866 $7.31M 0.36% +24,009 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 146,353 $7.29M 0.01% +39,045 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 132,800 $6.61M 0.56% -15,414 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 127,070 $6.33M <0.01% +4,900 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 104,980 $5.23M 0.06% -2,549 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 103,792 $5.06M +65,686 Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 98,593 $4.91M 1.54% -15,087 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 96,282 $4.79M 0.05% -14,291 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 95,842 $4.77M 0.03% +777 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 90,637 $4.51M 0.08% +1,742 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 89,414 $4.45M <0.01% -104,148 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 86,870 $4.33M 0.03% +2,097 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 84,878 $4.23M 0.01% -37,028 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 82,829 $4.12M 0.08% +38,119 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 73,478 $3.66M 0.01% +37,313 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 71,149 $3.54M 0.04% +56,502 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 66,744 $3.32M 0.19% +2,169 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 61,565 $3.06M 0.02% +54,845 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 59,734 $2.97M 0.18% -5,416 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 57,115 $2.84M 2.23% -1,013 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 55,483 $2.76M 0.03% -104,091 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 50,800 $2.53M 0.12% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 44,705 $2.23M 0.01% +6,559 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 42,034 $2.09M 0.02% -238 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 40,869 $2.04M 0.45% -2,120 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 40,842 $2.03M 0.53% +191 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 40,077 $2M <0.01% +10,373 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 38,884 $1.94M 0.13% -865 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 37,819 $1.88M 0.13% +16,628 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 35,362 $1.76M 0.67% +15,017 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 35,296 $1.76M 0.17% -6,435 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 34,160 $1.7M 0.04% +12,819 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 33,113 $1.65M <0.01% +4,869 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 33,994 $1.64M 0.1% +10,292 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 32,938 $1.64M 0.16% +5,757 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) 32,521 $1.62M 0.04% -57,631 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 31,998 $1.59M 0.6% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 31,355 $1.56M 0.01% +661 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 29,880 $1.49M 0.01% -92,824 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 28,868 $1.44M 0.02% -1,671 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 25,625 $1.28M 0.15% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 24,273 $1.21M <0.01% -1,327 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 23,917 $1.19M 0.14% +9,676 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 23,586 $1.17M 0.33% +5,007 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 23,037 $1.15M 0.04% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 22,547 $1.12M 0.01% -413 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 22,524 $1.12M -59,850 Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 22,144 $1.1M 0.64% +3,259 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 22,050 $1.1M 0.5% +1,575 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 21,980 $1.09M <0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 21,574 $1.07M 0.01% +4,841 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 21,143 $1.05M 0.4% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 21,014 $1.05M 0.05% +836 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 20,653 $1.03M 0.18% +181 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 20,269 $1.01M 0.26% -585 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 19,710 $982K 0.05% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 19,341 $963K 0.16% +2,066 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 18,688 $931K 0.23% +587 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 18,399 $916K 0.05% -254 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 18,340 $913K 0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,274 $910K <0.01% +1,989 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 16,566 $825K 0.16% +2,568 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 16,504 $822K 0.15% +7,519 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 16,378 $816K 0.01% +3,135 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 16,253 $809K 0.45% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,902 $792K <0.01% new 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 16,027 $789K 0.33% +9,308 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 15,313 $763K <0.01% -2,604 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 15,235 $759K 0.14% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,132 $747K <0.01% -1,672 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 14,298 $712K 0.05% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 14,045 $699K 0.13% +4,609 13F-HR Timeline EQ LLC More: the full row for EQ LLC 12,424 $619K 0.15% -2,721 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 12,220 $609K 0.15% -1,138 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 12,204 $608K 0.14% -63,035 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,146 $605K 0.01% -46,314 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,112 $603K <0.01% new 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,912 $593K 0.02% -613 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,583 $577K <0.01% +954 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,290 $562K <0.01% -12,568 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 11,282 $562K 0.06% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,181 $557K 0.03% -7,098 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,835 $540K 0.07% -3,280 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,819 $539K <0.01% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 10,535 $525K 0.04% +4,246 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,510 $523K 0.03% -28 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 10,359 $516K 0.09% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,477 $503K 0.08% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 10,053 $501K 0.07% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,938 $495K 0.01% +1,401 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,607 $478K <0.01% +1,860 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 9,458 $471K 0.08% +350 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,288 $463K 0.1% +8 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,286 $462K 0.09% -2,229 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,170 $457K 0.01% -5,878 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 9,133 $455K 0.05% +4,103 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 9,070 $452K 0.04% -59,708 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 9,026 $449K 0.09% -4,524 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,937 $445K 0.01% -1,025 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,881 $442K 0.02% -235 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,830 $440K 0.04% +1,526 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,733 $435K 0.01% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,585 $428K 0.05% +3,626 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,371 $417K <0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,247 $411K <0.01% -53 13F-HR Timeline Group Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 8,227 $410K 0.18% +607 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,139 $405K 0.04% +105 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 8,053 $401K 0.05% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,021 $399K <0.01% +1,262 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,003 $399K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,514 $374K 0.01% +881 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 7,512 $374K 0.04% +184 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,397 $368K <0.01% +79 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,397 $368K 0.04% +2,096 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,393 $368K <0.01% +138 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,363 $367K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 7,193 $358K 0.03% +933 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 7,171 $357K 0.11% +340 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 7,097 $348K 0.09% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,963 $347K <0.01% +802 13F-HR Timeline Group Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,887 $343K 0.07% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,848 $341K 0.01% +43 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 6,620 $330K 0.15% -423 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,612 $329K 0.01% -440 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,609 $329K 0.01% -311 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,604 $329K 0.01% new 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 6,591 $328K 0.13% +87 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 6,562 $327K <0.01% +1,216 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,513 $324K <0.01% -10,104 13F-HR Timeline Group ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 6,452 $321K 0.18% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,588 $317K 0.04% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,292 $313K 0.03% -1,810 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,266 $312K 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,247 $311K 0.01% -6,105 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,127 $305K 0.01% -371 13F-HR Timeline Group Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 5,829 $290K 0.16% -597 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 5,675 $283K 0.06% -300 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 5,454 $272K 0.05% -3 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 5,382 $268K 0.1% +1,542 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,287 $263K 0.01% -3,601 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 5,286 $263K 0.05% +781 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 5,248 $261K 0.08% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,160 $257K 0.02% -410 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 5,149 $256K 0.13% -16,496 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 5,136 $256K 0.01% +517 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 5,064 $252K 0.1% new 13F-HR Timeline Group Financial Futures Ltd Liability Co. 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