ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,237,462 $157M +236,082 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,427,365 $118M <0.01% -54,429 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,925,282 $93.6M 0.03% +196,044 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,912,072 $93M 0.01% +210,142 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,906,785 $92.7M 0.01% +523,724 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,547,678 $75M 0.06% +504,130 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 983,310 $47.8M <0.01% +271,528 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 801,158 $39M 0.01% -156,577 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 527,423 $25.6M 0.16% +52,914 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 511,887 $24.9M 0.03% +5,481 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 464,974 $22.6M 3.86% +52,581 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 433,471 $21.1M 0.06% +44,888 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 382,091 $18.6M 0.01% +227,824 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 361,330 $17.6M <0.01% -166,430 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 303,952 $14.8M 0.01% +33,387 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 290,296 $14.1M 0.14% +87,368 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 286,815 $13.9M 0.02% +16,008 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 220,632 $10.7M 0.02% -259,990 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 212,085 $10.3M <0.01% -278,715 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 186,639 $9.08M 0.02% +5,562 13F-HR/A Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 176,981 $8.61M 0.16% +2,258 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 167,322 $8.14M 0.5% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 159,676 $7.76M <0.01% -7,448 13F-HR/A Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 147,842 $7.19M 0.78% +12,180 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 125,499 $6.1M 1.87% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 122,796 $5.97M 0.43% -9,450 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 109,979 $5.35M 0.01% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 104,484 $5.08M 0.07% +40,729 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 101,005 $4.91M 0.01% +8,474 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 100,809 $4.9M 0.01% -79,901 13F-HR/A Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 89,895 $4.37M 0.15% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 88,175 $4.29M 0.02% +7,777 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 84,525 $4.11M 0.02% -3,827 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 83,127 $4.04M 0.01% +78,574 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 79,355 $3.86M 0.04% +71,140 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 78,158 $3.8M 0.15% -584 13F-HR Timeline Group Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 76,595 $3.72M 0.48% -17,054 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 75,431 $3.67M <0.01% +6,131 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 72,015 $3.5M 0.02% +13,320 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 71,750 $3.49M 0.03% new 13F-HR/A Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 66,454 $3.23M 1.59% -6,179 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 66,109 $3.21M 0.21% +5,139 13F-HR/A Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 57,727 $2.81M 2.31% +615 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 57,578 $2.8M 0.23% +1,054 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 55,620 $2.7M 0.38% -14,618 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 52,772 $2.57M 0.02% -3,783 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 52,135 $2.54M 0.21% -1,422 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 52,067 $2.53M 0.05% new 13F-HR Timeline Group Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 51,337 $2.48M 1.26% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 44,967 $2.19M 0.01% +13,689 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 44,209 $2.15M 0.23% +16,983 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 43,208 $2.1M 0.05% -2,541 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 42,578 $2.07M 0.6% -435 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 38,187 $1.86M 0.01% -3,669 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 36,971 $1.8M 0.01% +23,132 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 35,753 $1.73M <0.01% -8,161 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 35,201 $1.71M 0.04% +3,840 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 33,629 $1.64M 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,006 $1.6M <0.01% +5,293 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 32,127 $1.56M 0.07% +731 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 31,177 $1.52M 0.15% +8,489 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 30,872 $1.5M 0.02% -1,214 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 30,184 $1.47M 0.51% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 29,218 $1.42M <0.01% +257 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 27,344 $1.33M 0.12% +1,165 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 26,663 $1.3M 0.02% +10,113 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 26,345 $1.28M 0.02% -6,210 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 26,562 $1.27M 0.32% +4,872 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 25,160 $1.22M <0.01% +1,840 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 24,964 $1.21M 0.01% +6,988 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 24,915 $1.21M 0.27% +7,891 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 24,259 $1.18M 0.06% +890 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 23,457 $1.14M 0.34% -5,571 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 23,017 $1.12M 0.33% -14,628 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,290 $1.08M 0.03% +1,396 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 21,613 $1.05M 0.01% -15,079 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,743 $1.01M <0.01% +7,694 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,493 $997K 0.03% -5,688 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 20,081 $977K 0.02% -19,782 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 19,941 $970K 0.32% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 19,710 $958K 0.06% 0 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 19,251 $936K 0.01% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,017 $925K 0.02% new 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 18,992 $924K 0.12% +12,212 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 18,741 $911K 0.14% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,140 $882K 0.03% +4,129 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,929 $872K 0.02% new 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 17,145 $834K 0.01% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 16,900 $822K 0.22% -3,202 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 16,625 $808K 0.01% +4,714 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 16,559 $805K 0.38% +119 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 15,981 $777K 0.15% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 15,141 $736K 0.03% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 15,117 $735K 0.14% -1,440 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 15,096 $734K 0.13% +336 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,871 $723K <0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 14,489 $705K 0.08% -924 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 14,385 $700K 0.02% +2,228 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 13,547 $659K 0.04% +1,135 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 13,369 $650K 0.13% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,452 $606K <0.01% -22,001 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 12,405 $603K 0.07% +5,742 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,110 $589K <0.01% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 11,841 $576K 0.07% +208 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 12,137 $570K 0.19% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 11,401 $554K 0.16% +2,746 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,244 $547K <0.01% +3,230 13F-HR Timeline Group Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 11,227 $546K 0.16% 0 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 10,674 $519K 0.15% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 10,554 $513K <0.01% +8,771 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,412 $506K 0.03% +1,253 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,333 $502K 0.04% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 10,205 $496K 0.08% +1,074 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,164 $494K 0.07% +838 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 10,048 $489K 0.32% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 9,886 $481K 0.23% -245 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 9,669 $470K 0.26% +634 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,557 $465K 0.14% 0 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 9,473 $456K 0.16% -954 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,380 $456K 0.01% new 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 9,323 $453K 0.06% +112 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 9,099 $442K 0.13% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,038 $439K 0.02% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,708 $423K 0.07% +1,595 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,667 $421K 0.02% +242 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 8,586 $418K 0.08% +4,111 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,481 $412K 0.01% -7,173 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,299 $404K <0.01% new 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,154 $395K 0.03% +7,494 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 8,104 $392K 0.01% +333 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,000 $389K 0.08% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,978 $388K <0.01% -17 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7,927 $385K 0.28% +5 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 7,921 $385K 0.22% +814 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 7,755 $377K 0.14% +50 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,473 $363K <0.01% +3,660 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 7,396 $360K 0.17% +25 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 7,300 $355K 0.12% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,213 $351K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,908 $336K 0.01% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,680 $325K 0.01% +48 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,470 $315K 0.01% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 6,309 $307K 0.86% +48 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,282 $306K 0.05% +2,140 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 6,266 $305K 0.02% new 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 6,259 $304K 0.19% +2,127 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,096 $296K 0.08% new 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 5,828 $283K 0.25% -82 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,744 $279K 0.02% -10 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,722 $275K 0.03% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 5,651 $275K <0.01% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,564 $271K <0.01% 0 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 5,517 $268K 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,483 $267K <0.01% +110 13F-HR Timeline Group EQ LLC More: the full row for EQ LLC 5,472 $266K 0.1% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,325 $259K 0.04% +13 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,233 $254K <0.01% +76 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,039 $245K 0.02% -1,174 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,994 $243K 0.01% +939 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,937 $240K 0.02% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,853 $236K 0.15% -539 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 4,901 $233K 0.12% -1,686 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,831 $229K <0.01% -1,908 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 4,619 $225K 0.2% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,350 $212K 0.01% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,347 $211K <0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,296 $209K 0.02% -705 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,275 $208K 0.01% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,254 $207K 0.02% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,235 $206K 0.05% +26 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,194 $204K 0.09% -696 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,165 $203K <0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,109 $200K 0.02% +713 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,065 $198K 0.08% +700 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 3,560 $169K 0.04% +43 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,209 $156K 0.02% +29 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,648 $129K 0.06% +66 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,078 $101K 0.02% +107 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,998 $97.2K 0.02% +1,635 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,898 $92.3K 0.01% -239 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,696 $82.5K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,614 $78.5K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,459 $71K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,322 $64.3K 0.01% new 13F-HR/A Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,320 $64.2K 0.16% +6 13F-HR Timeline Vermillion Wealth Management, Inc. 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