JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 32,615,613 $3.27B 0.22% +1,368,763 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,947,720 $898M 1.83% +587,084 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,945,100 $898M 0.05% -31,192 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,515,474 $453M 0.09% +163,811 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,064,348 $408M 0.11% -8,645 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,763,222 $277M +254,642 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,675,562 $168M 0.46% +19,997 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/ 1,587,080 $159M 0.01% +199,047 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,199,071 $120M 7.45% -86,554 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,094,376 $110M 0.13% +19,597 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,089,157 $109M 0.02% +135,941 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 960,517 $96.4M 0.55% +36,468 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 926,431 $93M 5.26% -6,666 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 826,843 $83M 6.68% +13,114 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 819,456 $82.2M 10.29% +33,553 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 791,414 $79.4M 5.57% -39,529 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 787,550 $79M 0.07% -1,636 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 775,638 $77.8M 0.21% +444,528 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 756,026 $75.9M 0.27% +14,701 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 730,394 $73.3M 0.02% +110,007 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 550,076 $55.2M 0.07% -117,943 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 536,013 $54M 1.84% -5,410 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 521,037 $52.3M 0.06% +20,231 13F-HR Timeline Group Gainplan LLC More: the full row for Gainplan LLC 508,095 $51M 19.14% +227,204 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 468,083 $47M 0.07% -429,253 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 463,424 $46.5M 0.17% +127,065 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 454,380 $45.6M 5.69% -13,937 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 447,097 $44.9M 5.67% -91,240 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 433,295 $43.5M 0.06% +7,399 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 431,208 $43.3M -113,424 Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 430,527 $43.2M 0.28% -239,836 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 405,523 $40.7M 0.04% +43,597 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 398,030 $39.9M 0.03% -2,237 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 346,142 $34.7M 0.08% +22,096 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 345,675 $34.7M 0.05% -148,698 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 327,797 $32.9M 5.58% -88,136 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 323,004 $32.4M 0.03% +7,025 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 317,605 $31.9M 0.83% +11,522 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 301,338 $30.2M 1.43% -184,993 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 270,310 $27.1M 0.22% -13,434 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 269,355 $27M 0.03% +69,927 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 260,427 $26.1M 0.12% +25,144 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 255,770 $25.7M 2.28% -34,268 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 236,475 $23.7M 4.12% -3,292 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 228,424 $22.9M 0.03% +109,517 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 224,025 $22.5M 8.99% +21,336 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 217,442 $21.8M 0.44% +26,427 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 213,631 $21.4M 0.01% +35,711 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 211,930 $21.3M 0.02% -15,494 13F-HR Timeline Group Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 198,621 $19.9M 4.55% +67,955 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 197,446 $19.8M 0.39% -6,473 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 192,093 $19.3M 1.66% +5,473 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 191,520 $19.2M 6.65% +38,503 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 187,495 $18.8M 0.98% +14,075 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 185,566 $18.6M 4.63% +11,269 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 182,013 $18.3M 0.82% +7,545 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 169,625 $17M 0.03% -28,598 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 167,646 $16.8M 1.27% +10,581 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 166,970 $16.8M 8.85% +11,700 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 165,262 $16.6M 0.19% +3,741 13F-HR Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 163,767 $16.4M -3,096 Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 163,531 $16.4M 3.72% +39,831 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 158,125 $15.9M 9.18% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 155,305 $15.6M 2.53% -14,490 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 152,851 $15.3M 6.57% -47,906 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 146,625 $14.7M 0.09% +119,583 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 142,676 $14.3M 0.02% +98,704 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 142,478 $14.3M 0.91% +24,226 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 141,445 $14.2M -19,961 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 140,104 $14.1M 0.1% -27,410 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 136,172 $13.7M 5.78% +24,200 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 135,011 $13.5M 0.03% +16,487 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 134,534 $13.5M 0.05% +301 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 129,417 $13M 0.02% +26,391 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 125,804 $12.6M 0.02% +41,681 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 121,507 $12.2M 0.01% +26,711 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 120,199 $12.1M 0.02% -14,707 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 115,917 $11.6M 0.01% -19,149 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 114,465 $11.5M 2.87% +89,583 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 114,320 $11.5M 1.33% +79,519 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 111,601 $11.2M 2.03% +10,006 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 108,764 $10.9M 0.12% +8,687 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 107,173 $10.8M 0.49% -41,643 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 105,777 $10.6M 0.49% +19,275 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 105,147 $10.6M 0.06% +81,506 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 104,259 $10.5M 4.77% +2,013 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 102,257 $10.3M 0.23% -3,487 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 102,266 $10.3M 0.24% +15 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 100,545 $10.1M 0.76% +87,755 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 100,152 $10M 0.06% +12,188 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 97,703 $9.8M 1.24% -7,079 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 97,550 $9.8M 3.47% +7,396 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 96,415 $9.67M 0.36% +91,585 13F-HR Timeline Group AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 95,314 $9.57M 5.95% +2,104 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 93,312 $9.36M 2.37% +15,194 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 92,072 $9.27M 7.52% 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 92,230 $9.25M 1.26% -13,719 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 92,025 $9.23M 0.45% +5,272 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 90,751 $9.11M 3.89% +25,903 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 90,255 $9.06M 0.29% +308 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 88,267 $8.86M 0.01% +32,366 13F-HR Timeline Group Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 88,084 $8.84M 3.29% +9,792 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 87,883 $8.82M 0.26% +25,881 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 86,592 $8.72M 0.33% -3,308 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 84,946 $8.52M 4.46% -6,665 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 84,680 $8.5M 0.32% +2,512 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 83,082 $8.34M 0.01% -1,410 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 82,885 $8.32M 3.65% -2,116 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 82,768 $8.3M 0.01% +77,482 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 82,132 $8.24M 1.73% -5,754 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 81,116 $8.14M +9,578 Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 80,402 $8.07M 5.91% +3,893 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 79,007 $7.93M 0.34% +13,591 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 77,840 $7.81M 0.39% -1,115 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 77,379 $7.76M 0.85% +20,143 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 76,955 $7.72M 0.53% -1,451 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 76,896 $7.72M 1.78% -3,449 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 76,082 $7.63M 3.94% -1,950 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 75,746 $7.6M 0.05% +6,068 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 75,462 $7.57M 0.1% -3,287 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 75,182 $7.54M 1.43% -83 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 75,161 $7.54M 2.28% +15,933 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 71,404 $7.16M 0.29% -4,974 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 71,381 $7.16M 0.08% +8,567 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 71,133 $7.14M 0.12% -12,742 13F-HR Timeline Group ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 70,917 $7.12M 2.58% -1,588 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 70,235 $7.05M 0.04% +7,465 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 69,908 $7.01M 0.03% +1,306 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 69,325 $6.96M 0.52% +52,202 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 68,806 $6.9M 0.12% +8,481 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 67,679 $6.79M 1.3% -240 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 67,545 $6.78M 2.19% +541 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 67,327 $6.78M 0.09% -29,984 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 66,786 $6.7M 0.2% +856 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 66,589 $6.68M 4.66% +57,646 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 66,050 $6.63M 6.16% 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 65,914 $6.61M 1.63% -1,578 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 62,960 $6.32M 0.23% +25,809 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 62,213 $6.24M 2.05% +2,047 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 61,623 $6.18M 1% +4,492 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 61,110 $6.13M 0.41% -18,065 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 61,030 $6.12M 0.71% -2,204 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 60,515 $6.07M 5.51% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 58,996 $5.92M 0.13% +5,002 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 57,951 $5.81M 0.12% -88,276 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 57,385 $5.76M 3.49% +4,312 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 57,109 $5.73M 0.06% -7,102 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 56,860 $5.71M 5.25% +2,631 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 56,576 $5.69M 0.1% +10,847 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 56,680 $5.69M 0.01% +21,984 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 56,336 $5.65M 0.05% +523 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 55,486 $5.57M 0.39% +34,648 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 55,285 $5.55M 0.16% +42,455 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 54,566 $5.48M 3.39% -21,492 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 54,050 $5.42M 0.44% +4,205 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 53,778 $5.4M 0.05% +3,161 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 53,760 $5.39M 1.31% +670 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 53,688 $5.39M 0.13% +4,328 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 53,638 $5.38M 1.33% +7,027 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 53,189 $5.34M 0.31% new 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 53,004 $5.32M 4.18% 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 52,827 $5.3M 0.98% -12,710 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 52,237 $5.24M 0.09% +4,196 13F-HR/A Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 51,609 $5.18M 2.04% -6,907 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 51,469 $5.16M 0.22% -2,178 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 51,349 $5.15M 0.7% +2,201 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 50,961 $5.13M 4.57% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 50,379 $5.06M 0.24% +754 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 49,723 $4.99M 0.11% +3,623 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 49,519 $4.97M 0.03% -11,464 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 48,403 $4.86M 0.01% -3,302 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 47,495 $4.77M 2.42% +4,658 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 47,383 $4.75M 0.03% +11,661 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 47,263 $4.74M 0.73% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 47,073 $4.72M 0.76% -3,551 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 46,531 $4.67M 0.4% +1,249 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 45,900 $4.61M 0.44% +33,722 13F-HR/A Timeline CIM, LLC More: the full row for CIM, LLC 45,867 $4.6M 0.6% +1,887 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 45,730 $4.59M 2.38% +2,529 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 45,230 $4.54M 3.17% +3,110 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 45,001 $4.52M 0.81% +3,036 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 44,719 $4.5M 0.2% -613 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 44,622 $4.48M 1.34% +6,491 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 44,152 $4.43M 0.24% -8,693 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 44,146 $4.43M 1.41% +4,505 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 43,700 $4.36M 0.12% +326 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 43,415 $4.36M <0.01% +6,177 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 43,121 $4.33M 2.32% +1,219 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 42,777 $4.29M 0.92% -6,798 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 42,568 $4.27M 0.94% +1,084 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 41,980 $4.21M <0.01% -6,548 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 41,424 $4.16M 0.78% +6,860 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 40,826 $4.11M 0.94% +24,487 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 40,729 $4.09M 0.19% +33,781 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 40,577 $4.07M 1.14% -183 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 40,291 $4.05M 0.01% -7,472 13F-HR/A Timeline Group Mullaney, Keating & Wright, Inc. 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