ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,858,238 $239M +1,620,776 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,474,215 $171M <0.01% +1,046,850 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,227,169 $159M 0.05% +1,301,887 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/ 2,253,585 $111M 0.01% +341,513 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,019,529 $99.3M 0.01% +112,744 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,426,664 $69.7M 0.05% -121,014 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,063,613 $52.3M <0.01% +80,303 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 863,278 $42.5M 0.01% +62,120 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 658,845 $32.4M 0.04% +372,030 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 644,822 $31.7M 0.08% +211,351 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 548,256 $27M 4.17% +83,282 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 545,670 $26.8M 0.03% +33,783 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 537,268 $26.4M 0.15% +9,845 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 445,994 $21.9M 0.01% +63,903 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 398,657 $19.6M 0.15% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 389,754 $19.2M <0.01% +28,424 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 385,541 $19M <0.01% +173,456 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 384,872 $18.9M 0.01% +80,920 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 286,896 $14.1M 0.76% +119,574 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 267,542 $13.2M 0.02% +46,910 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 265,719 $13.1M <0.01% +240,559 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 179,962 $8.85M 0.02% -6,677 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 177,920 $8.75M 0.16% +939 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 177,550 $8.73M 0.08% -112,746 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 170,925 $8.41M 0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 172,379 $8.32M 0.01% +71,570 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 162,245 $7.98M 0.81% +14,403 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 162,107 $7.97M 0.54% +39,311 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 153,164 $7.53M <0.01% -6,512 13F-HR Timeline Group DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 146,530 $7.21M 2.09% +21,031 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 136,512 $6.71M 0.02% +48,337 13F-HR Timeline Group KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 122,849 $6.04M 2.79% +56,395 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 122,774 $6.04M 0.03% +50,759 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 117,085 $5.76M 0.55% +72,876 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 113,794 $5.6M 0.01% +38,363 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 110,979 $5.46M 0.01% +9,974 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 106,706 $5.25M 0.19% +28,548 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 104,750 $5.15M 0.06% +85,499 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 99,218 $4.88M 0.07% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 95,355 $4.69M 0.01% +12,228 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 93,961 $4.62M 0.04% +22,211 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 89,589 $4.41M 0.01% -20,390 13F-HR Timeline Group Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 90,082 $4.41M 1.9% +38,745 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 81,917 $4.03M 0.07% new 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 79,645 $3.92M 0.26% new 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 76,940 $3.78M 0.22% +10,831 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 67,366 $3.31M 0.06% -37,118 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 66,588 $3.28M 0.28% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 65,531 $3.22M 0.4% +9,911 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 61,558 $3.03M 0.04% +34,895 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 58,296 $2.87M 2.31% +569 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 57,973 $2.85M 0.05% +5,906 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 55,299 $2.72M 0.02% +2,527 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 55,282 $2.72M 0.09% +3,147 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 51,558 $2.54M 0.66% +8,980 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 50,735 $2.5M <0.01% new 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 48,932 $2.41M 0.2% +17,755 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 48,491 $2.39M 0.01% +3,524 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 46,867 $2.31M 0.52% +20,305 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 43,295 $2.13M 0.04% +8,094 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 42,103 $2.07M 0.54% +18,646 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 41,383 $2.04M 0.36% +28,014 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 41,167 $2.03M 0.01% +2,980 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 38,642 $1.91M 0.14% -18,936 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 37,656 $1.84M 0.01% +685 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 36,868 $1.81M 0.44% -39,727 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 35,628 $1.75M 0.01% +10,664 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 34,916 $1.72M 0.07% +2,789 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 33,278 $1.64M 0.52% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 31,998 $1.57M 0.65% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 31,782 $1.56M 0.16% +17,293 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 31,311 $1.54M 0.12% +3,967 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31,172 $1.52M <0.01% -4,581 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 30,741 $1.51M 0.02% -131 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 29,939 $1.47M <0.01% -3,067 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 29,728 $1.46M 0.3% +4,813 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 29,031 $1.43M 0.45% -1,153 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 27,982 $1.38M 0.02% +11,357 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 26,754 $1.32M <0.01% -2,464 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 25,096 $1.23M 0.55% +8,537 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 23,399 $1.14M 0.35% +11,262 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 22,805 $1.12M 0.02% -3,540 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 21,559 $1.06M 0.06% +8,012 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 21,054 $1.04M 0.03% +2,037 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,713 $1.02M 0.03% +220 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20,709 $1.02M <0.01% +9,465 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 20,353 $1M 0.17% +5,257 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 20,224 $995K 0.11% +8,383 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 19,777 $973K 0.39% +9,891 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 19,710 $970K 0.06% 0 13F-HR Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 19,611 $965K 0.29% -330 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 19,524 $960K 0.11% +532 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 18,741 $922K 0.13% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 18,668 $918K 0.04% -5,591 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 18,437 $907K <0.01% -2,306 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 18,207 $896K 0.03% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 17,835 $877K 0.1% +5,430 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,761 $874K <0.01% +5,309 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 17,557 $864K 0.15% +1,576 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,462 $859K 0.01% new 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 16,838 $828K 0.01% -307 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,590 $816K 0.01% -5,023 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 16,580 $816K 0.1% +6,416 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 16,569 $815K 0.24% +9,269 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 16,395 $806K 0.42% +6,726 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 16,226 $798K 0.1% +8,226 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 15,787 $777K 0.01% -2,142 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 15,303 $753K 0.21% -7,714 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 14,897 $733K 0.13% -220 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 14,803 $728K 0.43% +4,755 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 14,785 $727K 0.03% +9,268 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 13,841 $683K 0.24% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 13,158 $647K 0.02% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,046 $642K 0.02% -5,094 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 12,677 $624K 0.16% -4,223 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 12,509 $615K 0.31% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 11,849 $583K 0.07% +2,526 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,593 $570K 0.02% +4,685 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,561 $569K <0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,454 $563K 0.01% +3,476 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 10,989 $541K <0.01% +435 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 10,978 $540K 0.14% -423 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 10,797 $531K 0.08% +592 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 10,548 $519K 0.13% -126 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 10,530 $518K 0.2% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 10,440 $514K 0.04% +6,144 13F-HR/A Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 10,398 $510K 0.02% +2,294 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,333 $508K 0.03% 0 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 10,134 $498K 0.3% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,960 $490K 0.02% -5,181 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,717 $478K 0.01% +4,886 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,697 $477K 0.02% +4,703 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9,666 $476K 0.08% +9,528 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 9,644 $474K 0.07% +936 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,249 $455K 0.01% +2,779 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,225 $454K 0.02% +558 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,125 $449K 0.12% -432 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,068 $446K 0.01% +1,855 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 9,099 $446K 0.12% 0 13F-HR Timeline EQ LLC More: the full row for EQ LLC 8,970 $441K 0.15% +3,498 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 8,853 $435K 0.11% -2,374 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,650 $426K 0.04% +2,928 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,617 $424K <0.01% +1,144 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,602 $423K 0.05% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,372 $412K <0.01% +3,139 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,146 $401K <0.01% -71,209 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 8,097 $398K 0.34% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,045 $396K 0.06% +1,763 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,946 $391K 0.22% +2,202 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 7,799 $381K 0.09% +1,703 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 7,620 $375K 0.2% -301 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,617 $375K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,640 $375K 0.02% -514 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 7,464 $367K 1.03% +1,155 13F-HR/A Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,215 $355K 0.08% +2,980 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,004 $345K 0.03% +5,899 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6,990 $344K 0.23% -937 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,856 $337K 0.05% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,573 $323K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,508 $320K 0.01% -3,904 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,488 $319K 0.01% -192 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 6,445 $317K 0.26% +1,826 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,367 $313K 0.02% -2,671 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 6,337 $312K 0.17% +78 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 6,335 $312K 0.11% -1,420 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,307 $310K <0.01% -1,992 13F-HR/A Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 6,266 $308K 0.03% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,232 $307K 0.04% +907 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6,150 $303K 0.1% +2,085 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,041 $297K 0.01% -16,249 13F-HR/A Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,968 $294K 0.03% +1,714 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 5,842 $287K 0.21% +14 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,717 $281K 0.01% +1,367 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,607 $276K 0.06% +3,609 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,318 $262K <0.01% -165 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,309 $261K <0.01% -255 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 5,248 $258K 0.09% new 13F-HR Timeline Compound Planning, Inc. 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