MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,476,051 $271M 0.02% +488,701 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,937,904 $165M 0.05% +335,843 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,799,443 $117M 0.09% +10,695 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,755,264 $73.5M 0.01% -9,778 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,088,239 $45.6M 0.01% +49,286 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 711,136 $29.8M 0.01% +54,832 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 514,121 $21.5M +63,815 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 481,920 $20.2M 0.01% +111,429 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 424,614 $17.8M 0.09% +12,003 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 400,080 $16.7M 1.19% +40,127 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 376,868 $15.8M 0.21% +50,951 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 340,559 $14.3M 0.01% +1,414 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/ 340,281 $14.2M <0.01% +51,345 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 296,442 $12.4M 0.39% +6,015 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 263,984 $11.1M 0.53% +26,183 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 244,641 $10.2M 0.01% -31,796 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 228,710 $9.57M 0.01% -22,559 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 217,909 $9.12M 0.74% +10,726 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 194,266 $8.13M 4.93% -11,942 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 192,901 $8.07M 0.24% -821 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 174,618 $7.31M 0.02% +9,905 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 149,716 $6.27M <0.01% -7,535 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 141,930 $5.94M 0.02% -4,608 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 138,887 $5.81M 2.18% +19,865 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 121,199 $5.07M 0.01% +2,010 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 113,362 $4.75M 1.94% +50,644 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 110,463 $4.62M 0.06% +4,293 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 105,602 $4.42M +4,261 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 97,765 $4.09M 0.01% +19,468 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 92,767 $3.88M 0.06% +65,793 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 91,945 $3.85M 0.06% -83,299 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 87,777 $3.67M 0.04% +10,512 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 85,994 $3.6M 0.02% -559 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 81,287 $3.4M 1.4% +3,828 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 75,947 $3.18M 0.25% +3,705 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 72,562 $3.04M <0.01% -13,710 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 72,210 $3.02M 1.49% +6,416 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 71,833 $3.01M 0.01% new 13F-HR Timeline Group Janney Capital Management LLC More: the full row for Janney Capital Management LLC 66,237 $2.77M 0.17% -4,665 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 63,892 $2.67M 0.04% +2,164 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 62,301 $2.61M 0.81% +4 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 62,053 $2.6M 0.08% -605 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 60,802 $2.55M 0.02% +9,371 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 60,333 $2.53M 0.05% new 13F-HR/A Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 57,559 $2.41M 1.35% -130,022 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 55,499 $2.32M <0.01% +468 13F-HR Timeline Group Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 55,058 $2.3M 1.6% +2,828 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 54,101 $2.27M 0.01% -1,771 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 52,523 $2.2M 0.06% +3,414 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 52,416 $2.19M 0.04% +1,748 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 52,158 $2.18M 0.01% +2,929 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 51,684 $2.16M <0.01% new 13F-HR Timeline Group Rockport Wealth LLC More: the full row for Rockport Wealth LLC 51,333 $2.15M 0.42% +1,428 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 50,639 $2.12M 0.63% +17,375 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 49,780 $2.08M 0.07% -672 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 48,884 $2.04M 0.05% +1,130 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 48,600 $2.03M 2% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 48,167 $2.02M 0.02% +7,349 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 46,970 $1.97M 0.37% -1,392 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 46,022 $1.93M <0.01% +160 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 45,268 $1.89M 0.6% +1,981 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 44,747 $1.87M 0.05% +1,808 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 42,255 $1.77M 0.08% +12,706 13F-HR/A Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 42,159 $1.76M 1.46% new 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 42,159 $1.76M 1.46% 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 38,807 $1.62M 0.7% -1,741 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 35,501 $1.49M 0.83% 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 33,502 $1.4M <0.01% -1,948 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 32,547 $1.36M 0.91% +17 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 33,268 $1.36M 0.29% +518 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 30,028 $1.26M 1.11% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 28,193 $1.18M <0.01% +6,483 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 27,965 $1.17M <0.01% -8,323 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 26,553 $1.11M 0.23% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 26,543 $1.11M 0.18% +1,777 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 25,848 $1.08M 0.77% +1 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 25,316 $1.06M 0.03% +597 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 24,792 $1.04M 0.03% +3,253 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 23,964 $1M 0.02% +3,112 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 23,871 $999K <0.01% +11,294 13F-HR/A Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 22,937 $960K 0.04% +15,406 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 21,748 $910K 0.01% +1,482 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 21,145 $886K 0.06% +43 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 20,557 $861K 0.62% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,556 $819K 0.01% +4,997 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 19,013 $796K <0.01% -837 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 18,947 $793K 0.43% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 18,686 $782K 0.01% -1,392 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 17,911 $750K 0.02% +203 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 17,394 $728K 0.01% +1,654 13F-HR Timeline Group Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 16,631 $696K 0.48% +2,692 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 16,370 $685K 0.03% +493 13F-HR Timeline Group RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 16,308 $683K 0.44% -20,404 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 16,149 $676K 0.14% -156 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 15,805 $662K 0.16% -96,619 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 15,642 $655K 0.49% +1,378 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 15,465 $647K 0.24% +445 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 15,411 $645K 0.56% +902 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 15,378 $644K 0.03% +975 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,339 $642K <0.01% -1,456 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 15,234 $638K 0.27% +918 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 14,796 $619K -15,668 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,971 $585K <0.01% -1,282 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 13,780 $577K 0.06% -5,869 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,897 $540K 0.01% -1,449 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 12,775 $535K 0.21% +272 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,544 $525K 0.03% -2,224 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 12,512 $524K 0.07% -93 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 12,228 $512K 0.34% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,209 $511K 0.01% +3,716 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,485 $481K 0.03% +956 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,452 $479K 0.01% -742 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,387 $477K 0.02% -148 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,342 $475K <0.01% +4,345 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 11,131 $466K 0.17% +2,536 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,951 $458K 0.04% +3,977 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 10,932 $458K 0.14% +22 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,745 $450K <0.01% -442 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,632 $445K <0.01% +1,157 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,583 $443K 0.01% +5,659 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 10,270 $430K 0.37% +93 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 10,069 $421K 0.09% -2,398 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 10,000 $419K 0.25% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,952 $417K 0.01% -2,389 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 9,835 $412K <0.01% 13F-HR/A Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,695 $406K 0.03% +51 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,371 $392K 0.01% -4,646 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 9,180 $384K <0.01% +85 13F-HR/A Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 8,984 $376K 0.14% -1,096 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 8,904 $373K 0.7% 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 8,879 $372K 0.08% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,742 $366K 0.03% +2,484 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,172 $342K 0.01% -557 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 8,168 $342K 0.14% -438 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,878 $330K 0.03% -266 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,817 $327K 0.06% +1,523 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7,634 $320K 0.03% -53 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,615 $319K 0.01% +338 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,586 $318K 0.01% +278 13F-HR/A Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 7,172 $300K 0.04% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,106 $297K 0.1% +9 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 6,909 $289K 0.08% 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 6,750 $283K 0.09% +42 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 6,721 $281K 0.1% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,645 $278K 0.03% -1,386 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,577 $275K 0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,547 $274K <0.01% -560 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 6,494 $272K 0.08% -48 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,462 $271K 0.02% -474 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,402 $268K 0.02% +3 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 6,276 $263K 0.13% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,069 $254K <0.01% +6 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 5,997 $251K 0.17% +76 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,939 $249K 0.01% -10 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 5,886 $247K 0.13% -3,165 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 5,878 $246K 0.07% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5,811 $243K 0.24% 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,249 $220K 0.01% new 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,237 $219K 0.08% -1,385 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 5,183 $217K 0.04% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,179 $217K <0.01% 0 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 5,160 $216K 0.12% +6 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 5,023 $210K 0.02% -23,089 13F-HR/A Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,871 $204K <0.01% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,860 $203K 0.15% -380 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,718 $197K <0.01% +676 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,661 $195K <0.01% +1,750 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 4,582 $192K 0.12% +42 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,351 $182K <0.01% -89 13F-HR/A Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,873 $162K <0.01% +1,562 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,608 $151K <0.01% +2 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,448 $144K 0.01% +3,415 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,255 $136K 0.03% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,039 $127K 0.05% +3 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,662 $111K <0.01% +42 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. 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