MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,033,375 $204M 0.01% -1,442,676 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,264,130 $132M 0.04% -673,774 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,700,445 $110M 0.08% -98,998 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,596,114 $64.8M 0.01% -159,150 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,003,643 $40.7M -84,596 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 751,041 $30.5M 0.01% +39,905 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 511,667 $20.8M 0.01% +29,747 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 503,982 $20.4M 0.02% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 474,310 $19.2M 0.1% +49,696 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 413,297 $16.8M 1.24% +13,217 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 374,557 $15.2M -139,564 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 364,748 $14.8M 0.16% -12,120 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/ 333,697 $13.5M <0.01% -6,584 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 296,318 $12M 0.01% -44,241 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 292,954 $11.9M 0.36% -3,488 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 275,331 $11.2M 0.27% +11,347 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 237,111 $9.62M 0.02% +62,493 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 233,205 $9.46M 0.01% +4,495 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 218,522 $8.87M 0.68% +613 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 204,561 $8.3M 0.09% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 174,899 $7.1M 0.19% -18,002 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 166,892 $6.77M 4.09% -27,374 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 161,442 $6.55M 0.02% +19,512 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 138,208 $5.61M <0.01% -11,508 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 122,632 $4.97M 0.01% +1,433 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 112,171 $4.55M 0.07% +59,755 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 111,631 $4.53M 0.01% -133,010 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 110,395 $4.48M 0.01% +37,833 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 107,254 $4.35M 0.05% +14,487 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 106,367 $4.32M +765 Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 96,902 $3.93M 2.05% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 95,268 $3.87M 0.05% +3,323 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 88,982 $3.61M 1.12% +26,681 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 88,901 $3.61M 1.44% +7,614 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 84,711 $3.44M 0.01% -13,054 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 81,565 $3.31M 0.02% -4,429 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 76,039 $3.08M 0.21% +92 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 73,783 $2.99M 0.01% +1,950 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 73,137 $2.97M 0.03% -14,640 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 70,579 $2.86M 0.01% +16,478 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 70,087 $2.84M 0.07% +17,564 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 64,842 $2.63M 0.07% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 64,422 $2.61M 0.76% +13,783 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 60,614 $2.46M 1.66% +5,556 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 60,168 $2.44M 0.07% -1,885 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 57,956 $2.35M 0.04% -5,936 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 54,371 $2.21M 0.08% +42,984 13F-HR/A Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 53,825 $2.18M 2.16% +5,225 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 52,473 $2.15M 0.05% +3,589 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 50,940 $2.07M 0.08% +28,003 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 48,744 $1.98M 1.56% +6,585 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 48,704 $1.98M 0.07% -1,076 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 48,553 $1.97M 0.02% +386 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 46,298 $1.88M 0.01% -5,860 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 44,442 $1.8M 0.33% -2,528 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 43,216 $1.75M 0.01% -17,586 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 39,840 $1.62M 0.51% -5,428 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 39,531 $1.6M 0.03% +27,322 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 39,512 $1.6M 0.69% +705 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 39,133 $1.59M <0.01% -6,889 13F-HR Timeline Group Sun Financial Inc More: the full row for Sun Financial Inc 35,998 $1.48M 0.74% +497 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 34,844 $1.41M 0.02% +29,973 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 34,795 $1.41M 0.89% +18,487 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 33,917 $1.38M 0.28% +649 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 33,806 $1.37M 0.07% -8,449 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 33,646 $1.37M 0.69% -23,913 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 32,147 $1.3M 0.02% +21,564 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 29,495 $1.2M 0.34% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 29,365 $1.19M 0.01% +11,971 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 29,203 $1.18M <0.01% new 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 28,782 $1.17M 0.75% -3,765 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 27,986 $1.14M 1.95% -2,042 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 27,714 $1.12M -5,788 Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 26,553 $1.08M 0.21% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 25,913 $1.05M 0.02% +14,461 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 25,542 $1.04M 0.73% -306 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,846 $1.01M 0.03% -470 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 24,783 $1.01M <0.01% -30,716 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 24,480 $993K <0.01% +609 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,157 $939K <0.01% -28,527 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 22,982 $932K 0.03% -1,810 13F-HR Timeline Group Rockport Wealth LLC More: the full row for Rockport Wealth LLC 21,762 $883K 0.16% -29,571 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 21,186 $860K 0.38% +5,952 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,411 $854K 0.01% +855 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,371 $786K <0.01% -8,822 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 18,947 $769K 0.42% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 17,750 $720K 0.02% -161 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 16,821 $682K 0.01% -1,865 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 16,737 $679K 0.01% -5,011 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 16,456 $668K 0.5% -4,101 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 16,409 $666K 0.13% +8,241 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 16,406 $666K 0.13% +257 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 16,006 $649K 0.49% +364 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 15,487 $628K +691 Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 15,377 $624K 0.42% -1,254 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,327 $622K <0.01% -12 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 15,124 $614K 0.54% -287 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 14,609 $593K 0.05% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 14,555 $591K 0.27% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,877 $563K 0.02% -1,501 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,760 $558K 0.01% -10,204 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,684 $555K <0.01% -5,329 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 13,511 $548K 0.21% +736 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 12,228 $512K 0.36% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,615 $512K 0.01% -282 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 12,202 $495K 0.21% +1,071 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,091 $491K <0.01% -1,880 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,734 $476K <0.01% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 11,578 $470K 0.06% -934 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 11,506 $467K <0.01% +1,671 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,196 $454K 0.03% +2,454 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 10,366 $421K 0.36% +96 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 10,220 $415K 0.12% -712 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,100 $410K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,070 $409K <0.01% +6,462 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 10,000 $406K 0.28% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,502 $386K 0.01% +1,887 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,473 $385K 0.03% -222 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,351 $379K 0.03% -1,600 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 9,184 $373K 0.39% +280 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 9,033 $366K <0.01% -147 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,878 $356K 0.01% +5,430 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,422 $342K <0.01% +250 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,921 $321K <0.01% -2,711 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,878 $320K 0.03% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,858 $319K <0.01% -102,605 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 7,838 $318K 0.01% +252 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,748 $314K <0.01% +1,679 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,663 $311K <0.01% -3,082 13F-HR Timeline Group Everest Financial Group LLC More: the full row for Everest Financial Group LLC 7,600 $308K 0.05% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,585 $308K <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,497 $304K <0.01% +950 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 7,172 $291K 0.04% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,111 $288K 0.13% +5 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 7,092 $288K 0.09% +183 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,009 $284K <0.01% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 6,833 $277K 0.1% -2,046 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6,618 $268K 0.07% +124 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,577 $267K 0.03% -68 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,565 $266K <0.01% -2,806 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,517 $264K 0.01% -60 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,454 $262K 0.05% -1,363 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,405 $260K 0.02% +3 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,332 $257K <0.01% +1,671 13F-HR Timeline Group Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 6,182 $251K 0.23% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,110 $249K <0.01% -5,232 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,128 $249K 0.02% -6,416 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,122 $248K 0.02% -15,023 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 6,092 $247K 0.16% +95 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 6,064 $246K 0.06% -9,741 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,997 $243K 0.08% -2,987 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,878 $238K <0.01% new 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,876 $238K 0.01% -63 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,632 $229K <0.01% new 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 5,459 $221K 0.13% +299 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,413 $220K <0.01% +234 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 5,381 $218K <0.01% new 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 5,183 $217K 0.04% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,237 $212K 0.08% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 5,222 $212K 0.03% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 5,147 $209K 0.13% +565 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,143 $209K 0.01% -1,319 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 5,041 $205K 0.07% -1,680 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,011 $203K 0.02% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 4,987 $202K 0.02% -36 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,711 $191K <0.01% -7 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4,555 $185K 0.2% -1,256 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,413 $179K <0.01% +62 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,059 $124K 0.03% -196 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,848 $116K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,775 $113K <0.01% +2,525 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,707 $110K <0.01% +45 13F-HR/A Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,571 $104K 0.03% +3 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,412 $97.9K <0.01% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,400 $97.4K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,111 $85.8K 0.02% +183 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,115 $84.8K <0.01% +723 13F-HR/A Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,850 $75.1K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,818 $73.9K <0.01% +602 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,693 $69K <0.01% 0 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,489 $60.4K 0.02% -1,550 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,248 $50.6K <0.01% -82 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,138 $46.2K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. 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