ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,283,201 $257M +424,963 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,514,782 $171M 0.05% +287,613 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,302,138 $161M <0.01% -172,077 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/ 2,425,419 $118M 0.01% +171,834 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,623,793 $79M 0.01% -395,736 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,486,630 $72.4M <0.01% +423,017 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,351,806 $65.8M 0.04% -74,858 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 898,793 $43.8M 0.01% +35,515 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 736,665 $35.9M 0.09% +91,843 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 726,557 $35.4M 0.04% +67,712 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 623,367 $30.3M 0.04% +77,697 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 594,674 $28.9M 4.18% +46,418 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 544,081 $26.5M 0.01% +158,540 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 521,056 $25.4M 0.14% -16,212 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 471,505 $23M <0.01% +81,751 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 465,466 $22.7M 0.01% +19,472 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 425,502 $20.7M 0.01% +40,630 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 421,652 $20.5M 0.17% +22,995 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 331,842 $16.2M +290,675 Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 317,603 $15.5M 0.02% +50,061 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 314,517 $15.3M 0.76% +27,621 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 264,695 $12.9M 0.02% +93,770 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 256,981 $12.5M <0.01% -8,738 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 228,636 $11.1M 0.02% +48,674 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 209,348 $10.2M 0.12% +31,798 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 188,860 $9.19M 0.17% +10,940 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 179,592 $8.74M 0.01% +7,213 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 171,208 $8.33M 0.01% +57,414 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 168,646 $8.21M 0.09% +86,729 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 162,041 $7.89M 0.41% new 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 159,604 $7.77M 2.04% +13,074 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 154,678 $7.53M 0.5% -7,429 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 152,743 $7.43M <0.01% -421 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 150,173 $7.31M 0.71% -12,072 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 141,765 $6.9M 0.02% +5,253 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 138,878 $6.76M 0.08% +34,128 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 128,919 $6.28M 0.58% +11,834 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 118,306 $5.76M 0.01% +7,327 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 116,149 $5.65M 0.01% +20,794 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 113,317 $5.52M 0.02% -9,457 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 102,442 $4.99M 0.04% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 100,327 $4.88M 0.04% +6,366 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 99,174 $4.83M 0.07% -44 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 96,879 $4.72M 0.28% +19,939 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 89,486 $4.36M 0.01% -103 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 88,895 $4.33M 0.12% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 83,090 $4.04M 0.03% +27,791 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 81,895 $3.99M 0.05% +20,337 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 76,833 $3.77M 2% -13,249 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 68,167 $3.32M 0.12% -11,478 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 64,058 $3.12M 0.38% -1,473 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 62,423 $3.04M <0.01% new 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 60,051 $2.95M +46,893 Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 60,287 $2.93M 0.11% +5,005 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 59,890 $2.92M 0.05% +1,917 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 59,602 $2.9M <0.01% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 59,259 $2.88M 0.1% -47,447 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 59,118 $2.88M 2.3% +822 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 58,766 $2.86M 0.01% +8,031 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 57,748 $2.81M 0.01% +9,257 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 57,316 $2.79M 0.73% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 57,191 $2.78M 0.58% +10,324 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 56,908 $2.77M 0.22% +7,976 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 53,984 $2.63M 0.04% -13,382 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) 52,295 $2.55M 0.06% new 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 51,403 $2.5M 0.29% +31,879 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 48,437 $2.36M 0.37% +7,054 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 46,599 $2.27M 0.57% +4,496 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 46,404 $2.26M <0.01% +27,967 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 44,616 $2.17M 0.53% -6,942 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 43,855 $2.13M 0.01% +8,227 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 40,663 $1.98M 0.01% +10,724 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 39,632 $1.93M 0.04% +28,039 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 39,214 $1.91M 0.49% +30,115 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 37,559 $1.83M 0.43% +691 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 37,329 $1.82M 0.01% -327 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 35,110 $1.71M 0.51% +1,832 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 35,005 $1.7M 0.17% +3,223 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 34,641 $1.69M 0.03% -8,654 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 33,519 $1.63M 0.12% +2,208 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 33,416 $1.63M 0.02% +5,434 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 32,135 $1.56M 0.47% +3,104 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 32,122 $1.56M 0.42% 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 31,998 $1.56M 0.63% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 30,829 $1.5M 0.02% +88 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 30,337 $1.48M 0.11% -8,305 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 29,965 $1.46M 0.14% +13,739 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 27,831 $1.35M 0.15% +9,996 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 26,039 $1.27M 0.54% +943 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 25,728 $1.25M 0.25% -4,000 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 23,426 $1.14M 0.02% +621 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 22,978 $1.12M 0.15% -43,610 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,870 $1.11M 0.02% +16,297 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 22,643 $1.1M <0.01% +1,934 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 22,635 $1.1M 0.63% +7,832 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,399 $1.09M 0.01% +13,150 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 21,812 $1.06M 0.06% +253 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,635 $1.05M 0.03% +922 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 21,579 $1.05M 0.4% +1,802 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 21,310 $1.04M 0.89% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 21,111 $1.03M 0.02% +57 13F-HR Timeline Group COFG Advisors, LLC More: the full row for COFG Advisors, LLC 20,889 $1.02M 0.25% 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 20,608 $1M <0.01% new 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 20,475 $997K 0.59% new 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 20,300 $988K 0.29% +689 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 20,251 $986K 0.15% -102 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 19,979 $973K 0.26% +3,410 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 19,710 $959K 0.05% 0 13F-HR Timeline Group ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 19,398 $944K 0.28% -4,001 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 18,245 $901K 0.09% +9,643 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 18,413 $896K 0.04% +3,628 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 17,857 $869K 0.05% -811 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 17,648 $859K 0.04% +8,423 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,349 $845K <0.01% -412 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,313 $843K <0.01% +8,696 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 17,239 $839K 0.14% -318 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 17,158 $835K 0.09% -3,066 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 17,121 $833K 0.1% -1,620 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 16,934 $824K 0.27% new 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 16,869 $821K 0.42% +474 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 16,832 $819K 0.71% +8,735 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 16,824 $819K 0.09% +4,975 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,636 $810K 0.01% -826 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16,458 $804K <0.01% -14,714 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,405 $799K 0.01% +618 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,685 $764K 0.03% +8,045 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,501 $755K 0.01% +10,784 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 15,234 $742K 0.02% +2,188 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 14,989 $730K 0.09% 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 14,814 $721K 0.11% -83 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,389 $700K <0.01% +2,828 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 14,352 $699K <0.01% +3,363 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 14,043 $689K 0.23% +202 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13,596 $662K 0.01% -3,242 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 12,936 $630K 0.31% +427 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 12,609 $614K 0.02% +2,649 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 12,525 $610K 0.02% -5,682 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,319 $600K 0.01% new 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 11,973 $586K 0.12% +4,174 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 11,970 $583K 0.08% +1,173 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 11,907 $580K 0.14% -770 13F-HR Timeline EQ LLC More: the full row for EQ LLC 11,862 $577K 0.17% +2,892 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 11,701 $570K <0.01% new 13F-HR/A Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,570 $563K 0.01% +2,502 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,559 $563K 0.02% +5,051 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 11,316 $551K 0.02% +918 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 11,247 $548K 0.38% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,234 $547K 0.01% -220 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 10,984 $535K 0.19% +454 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 10,826 $527K 0.04% +386 13F-HR/A Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,682 $525K 0.04% +2,032 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,692 $520K 0.01% +4,651 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,538 $512K 0.03% +205 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 10,416 $507K 0.07% +2,371 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,357 $504K 0.01% +660 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 10,319 $502K 0.36% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9,995 $490K 0.08% +329 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 10,053 $489K 0.08% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,593 $467K 0.02% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,403 $458K <0.01% +1,257 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,353 $455K 0.06% -7,227 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 9,348 $455K 0.16% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,339 $455K 0.01% +967 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,313 $453K 0.01% -404 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 9,169 $446K 0.1% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,125 $444K 0.13% 0 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 8,952 $436K 0.1% -1,596 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 8,893 $433K 0.05% +2,925 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 8,831 $430K 0.14% +2,681 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,710 $424K 0.05% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,695 $423K 0.05% -949 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 8,537 $416K 0.09% +2,930 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 8,312 $405K 0.09% -541 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 8,287 $403K 0.13% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 8,251 $402K 0.05% new 13F-HR/A Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,956 $387K 0.09% +741 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 7,620 $371K 0.19% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 7,566 $368K 0.87% +102 13F-HR/A Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 7,464 $366K 0.32% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,428 $362K 0.01% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 7,328 $357K 0.09% -3,650 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,255 $353K 0.01% 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,190 $350K <0.01% -19,564 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,112 $346K 0.04% +256 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 6,981 $340K 0.28% +536 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,932 $337K 0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,912 $336K 0.01% +2,638 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,581 $320K <0.01% +274 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,555 $319K 0.02% +188 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,483 $316K 0.01% -5 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 6,449 $314K 0.16% +112 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 6,266 $305K 0.03% 0 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 6,226 $303K 0.24% 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,063 $295K 0.01% +346 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,855 $285K 0.01% new 13F-HR Timeline Compound Planning, Inc. 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