LPL Financial LLC More: the full row for LPL Financial LLC 3,829,411 $193M 0.06% +801,829 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,208,854 $162M 0.11% +826,847 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,940,215 $148M 6.9% +214,112 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,540,890 $128M 0.19% +641,736 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,433,965 $123M 0.14% +1,090,292 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,246,619 $113M 0.03% +683,129 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,378,365 $69.6M 0.02% -384,865 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/ 1,251,884 $63.2M <0.01% +150,212 13F-HR/A Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,184,951 $59.8M 1.19% +123,953 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,174,163 $59.3M 4.02% +372,032 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,160,184 $58.6M 1.68% +545,783 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,061,229 $53.6M 0.11% +838,165 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,049,817 $53M -15,411 Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 977,385 $49.3M 0.12% +67,123 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 840,845 $42.4M 0.05% +2,630 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 788,702 $39.6M 0.06% +58,330 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 773,877 $39.1M <0.01% +221,268 13F-HR/A Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 762,659 $38.5M 0.84% -579,225 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 756,683 $38.2M 9.64% +61,466 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 720,159 $36.3M 0.07% -637 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 702,233 $35.4M 0.27% +27,662 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 684,085 $34.5M 0.31% +349,930 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 680,954 $34.4M 0.25% -12,997 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 655,418 $33.1M 0.69% -17,258 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 626,165 $31.6M 7.59% +53,685 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 625,001 $31.5M 4.72% +130,080 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 519,219 $26.2M 0.08% +48,816 13F-HR Timeline Group American Trust More: the full row for American Trust 478,239 $24.1M 2.04% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 476,369 $24M 2.14% +183,841 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 472,343 $23.8M 4.17% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 426,194 $21.5M 0.06% -174,634 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 424,411 $21.4M 0.22% +58,770 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 420,985 $21.2M 0.03% -80 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 419,252 $21.2M 0.8% +9,964 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 417,520 $21.1M 4.57% +116,327 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 410,731 $20.7M 7.54% +1,560 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 406,410 $20.5M 0.72% +25,934 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 403,092 $20.3M 4.74% -2,909 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 388,132 $19.6M 2.35% +61,664 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 386,060 $19.5M 0.03% -48,182 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 370,348 $18.7M 6.45% +18,702 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 358,072 $18.1M 0.07% +220,162 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 346,456 $17.5M 0.01% +165,353 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 342,969 $17.4M 1.21% +230,028 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 340,629 $17.2M 1.41% +55,649 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 330,165 $16.7M 2.42% +21,245 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 320,987 $16.2M 3.6% +9,572 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 309,157 $15.6M +6,309 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 303,229 $15.3M 0.02% -269,317 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 297,515 $15M 1.3% +64,042 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 262,211 $13.2M 1.52% -34,383 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 261,774 $13.2M 1.08% +1,543 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 260,640 $13.2M 0.2% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 258,002 $13M 1.03% -91,107 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 240,395 $12.1M 3.15% +150,565 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 231,492 $11.7M 1.03% +43,737 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 231,191 $11.7M 2.87% -19,004 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 226,184 $11.4M 1.57% -79,663 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 208,170 $10.5M 0.22% +20,143 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 204,197 $10.3M 0.97% +6,632 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 201,910 $10.2M 2.7% -72,612 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 200,446 $10.1M 0.06% +163,287 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 196,984 $9.94M 1.79% -5,093 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 195,290 $9.86M 1.44% +49,188 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 194,933 $9.84M +3,171 Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 187,871 $9.48M 0.52% +4,607 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 185,556 $9.37M 4.35% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 183,944 $9.28M 0.06% +65,046 13F-HR/A Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 174,335 $8.8M 0.37% +31,835 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 171,809 $8.67M 0.67% +49,260 13F-HR/A Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 161,016 $8.13M 1.63% +10,849 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 158,781 $8.01M 0.02% +57,178 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 158,503 $8M 0.52% +119,163 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 154,594 $7.8M 0.93% +42,093 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 153,407 $7.74M 0.16% +49,797 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 145,007 $7.32M 0.01% new 13F-HR Timeline Group Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 140,638 $7.1M 1.41% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 139,822 $7.06M 0.48% +9,448 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 139,311 $7.03M 6.67% +13,720 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 138,462 $6.99M 0.51% -8,137 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 135,678 $6.85M 0.03% +15,244 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 132,755 $6.7M <0.01% -136,002 13F-HR Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 132,125 $6.67M 2.3% +36,785 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 131,496 $6.64M 1.13% +4,793 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 130,877 $6.61M 3.85% -8,106 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 129,164 $6.52M 0.13% -624 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 127,296 $6.42M 0.01% +30,118 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 127,018 $6.41M 0.88% +567 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 126,612 $6.39M 0.31% +117 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 126,249 $6.37M 2.67% +1,424 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 124,895 $6.3M 0.06% +90,145 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 121,690 $6.14M 0.52% +115,770 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 119,851 $6.05M 0.52% +40,056 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 118,426 $5.98M 1.41% +89,034 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 116,905 $5.9M 1.27% +16,329 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 116,357 $5.87M 0.5% +22,085 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 115,768 $5.84M 0.75% -4,222 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 115,200 $5.81M 0.01% +85,800 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 112,791 $5.69M 1.23% +47,289 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 112,329 $5.67M <0.01% new 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 112,158 $5.66M 1.28% +13,929 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 109,912 $5.55M 0.1% +11,959 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 109,152 $5.51M 0.28% -7,735 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 108,835 $5.49M 0.07% +29,751 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 107,437 $5.42M -14,042 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 105,172 $5.31M <0.01% +563 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 98,748 $4.98M 0.15% +42,211 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 98,716 $4.98M 0.9% +8,247 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 98,580 $4.98M 1.67% +8,398 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 95,790 $4.83M 0.81% +86,283 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 93,458 $4.72M 1.31% +35,973 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 90,289 $4.56M 0.06% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 90,246 $4.55M 0.08% +11,180 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 88,143 $4.45M 0.4% +14,472 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 87,776 $4.43M 0.04% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 87,279 $4.4M 1.21% +12,700 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 85,625 $4.33M 0.06% +24,234 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 85,053 $4.29M 0.15% +9,746 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 80,839 $4.1M 0.65% +4,525 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 80,723 $4.07M 0.31% -385 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 80,177 $4.05M 0.09% -1,221 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 78,979 $3.99M 0.23% +57 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 78,604 $3.97M 0.98% -13,689 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 76,129 $3.86M 1.34% +7,191 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 75,545 $3.81M 0.43% +30,559 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 75,223 $3.8M 1.51% +7,985 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 72,675 $3.67M 0.12% -2,175 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 71,600 $3.61M 2.48% +2,948 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 71,264 $3.6M 0.05% +5,068 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 70,667 $3.57M 3.62% +2,600 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 68,410 $3.45M 0.02% -3,190 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 67,272 $3.4M 0.12% +10,593 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 67,139 $3.39M 0.4% +5,588 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 61,423 $3.1M 2.03% +537 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 61,212 $3.09M 1.26% -5,894 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 61,165 $3.09M <0.01% -39,847 13F-HR Timeline Group SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 60,164 $3.04M 2% +12,790 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 59,625 $3.02M 0.07% +332 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 59,753 $3.02M 0.18% +43,308 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 59,706 $3.01M 0.36% -932 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 58,460 $2.95M 0.13% +30,324 13F-HR Timeline Group Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 58,435 $2.95M 1.43% new 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 58,325 $2.94M 0.97% -6,720 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 57,651 $2.9M 0.94% -549 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 56,026 $2.83M 0.23% +2,139 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 55,697 $2.81M 1.1% +1,460 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 54,214 $2.74M 0.03% +9,457 13F-HR/A Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 53,835 $2.72M 1.06% -9,276 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 51,722 $2.61M 0.82% +3,077 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 51,543 $2.6M 0.01% +3,694 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 48,889 $2.47M 0.09% -1,795 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 48,810 $2.46M 0.14% +1,735 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 48,543 $2.45M <0.01% new 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 48,324 $2.44M 0.44% -3,065 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 47,139 $2.38M 0.11% +39,919 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 45,659 $2.3M 1.16% +6,835 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 45,370 $2.29M 0.5% +13,829 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 45,077 $2.28M 0.02% +6,457 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 43,469 $2.19M 0.01% +4,966 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 43,443 $2.19M 0.32% +3,476 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 43,132 $2.18M 0.03% +13,779 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 41,867 $2.11M 0.31% +3,816 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 41,779 $2.11M <0.01% +2,487 13F-HR Timeline Group Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 41,416 $2.09M 0.73% +6,782 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 41,211 $2.08M 0.13% +6,955 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 40,014 $2.02M 0.1% +340 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 38,794 $1.96M 0.05% +2,726 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 38,347 $1.94M 0.07% +228 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 36,926 $1.87M 0.06% -8,229 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 36,763 $1.86M 0.46% +55 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 36,598 $1.85M 0.49% -23,844 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 36,085 $1.82M 0.06% +5,049 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 35,610 $1.8M 0.21% -7,600 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 34,988 $1.77M 0.25% +18,329 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 34,901 $1.76M 0.11% -4,597 13F-HR/A Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 34,284 $1.73M 0.06% +11,963 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 33,870 $1.71M 0.11% +911 13F-HR Timeline Harbor Group, Inc. 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