JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 50,644,264 $2.52B 0.15% +11,230,240 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 27,206,439 $1.35B 1.47% +4,758,559 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 18,679,985 $926M 0.05% +1,283,200 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 13,981,921 $693M 0.16% +1,263,476 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/ 12,137,761 $601M 0.04% +657,720 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,853,495 $439M 0.08% +1,011,224 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 6,276,578 $311M 0.01% +1,820,354 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,839,077 $289M 0.26% +1,099,992 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,365,982 $266M 0.07% +258,155 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,256,302 $260M 0.13% +316,651 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,498,032 $223M +121,874 Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 4,407,675 $218M 11.91% +1,180,897 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,147,919 $206M 0.08% +909,856 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4,048,209 $201M 0.03% +176,409 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,605,664 $129M 0.02% +164,386 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,291,481 $114M 0.14% -18,006 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,178,894 $108M 0.02% -211,109 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,049,668 $102M 0.3% +742,333 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,966,178 $97.4M 0.11% +347,650 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,801,048 $89.2M 0.07% -9,090 13F-HR Timeline Group Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,528,318 $75.8M 10.89% -8,902 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,443,174 $71.5M 0.27% -11,597 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,230,140 $61M 0.03% +105,551 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,113,486 $55.2M 0.11% +372,614 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,030,413 $51.1M 0.01% +20,655 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 965,462 $47.9M +573,782 Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 847,303 $42M 3.04% +171,969 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 769,363 $38.1M 0.77% +356,275 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 768,225 $38.1M 0.09% -2,378 13F-HR/A Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 767,769 $38M 12.25% -1,170 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 749,150 $37.1M 8.38% +159,912 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 738,794 $36.6M 8.53% +79,478 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 731,005 $36.2M 0.05% +539,929 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 722,615 $35.8M 9.59% +37,102 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 675,621 $33.5M 0.71% +58,712 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 672,130 $33.3M 6.47% -13,986 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 662,688 $32.8M 10.6% -21,997 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 662,171 $32.8M 7.76% 0 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 658,086 $32.6M 6.34% +72,918 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 656,857 $32.5M 0.06% +93,250 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 592,404 $29.4M 0.13% -348,245 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 570,844 $28.3M 5.45% +66,907 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 543,289 $26.9M 0.2% +53,217 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 524,130 $26M 2.69% +74,179 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 522,161 $25.9M 0.1% -9,588 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 521,161 $25.8M 0.55% -9,189 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 515,220 $25.5M 0.15% +36,742 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 497,420 $24.6M 0.04% +140,993 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 486,353 $24.2M 0.1% +74,328 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 458,258 $22.7M 0.46% +71,400 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 453,114 $22.5M 2.25% -41,183 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 439,756 $21.8M 9.22% +19,364 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 435,076 $21.6M 2.36% +23,123 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 429,859 $21.3M 2.11% +13,854 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 427,177 $21.2M 2.36% +31,366 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 423,725 $21M 0.12% +87,320 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 393,420 $19.5M 0.41% +27,128 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 386,677 $19.2M 10.78% +64,797 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 381,089 $18.9M 2.51% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 380,490 $18.9M 0.02% +76,503 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 378,362 $18.7M 1.81% +73,905 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 372,401 $18.5M 4.28% +149,089 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 362,454 $18M 1.47% +175,964 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 361,480 $17.9M 1.18% -16,327 13F-HR/A Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 360,506 $17.9M 6.94% +246,174 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 346,927 $17.2M +17,961 Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 340,896 $16.9M 3.41% +15,573 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 330,609 $16.4M 0.08% +35,506 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 318,946 $15.8M 3.8% 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 316,211 $15.7M 2.99% +37,993 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 310,228 $15.4M 0.46% +20,804 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 307,563 $15.2M 0.02% +29,025 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 305,389 $15.1M 1.36% +86,243 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 302,698 $15M -80,832 Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 300,607 $14.9M 0.16% +12,119 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 299,090 $14.8M 1.31% +34,522 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 284,707 $14.1M 11.08% +2,525 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 283,138 $14M 8.47% +2,681 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 282,255 $14M 4.57% +3,136 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 281,445 $13.9M 1.7% +9,963 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 273,342 $13.5M 10.67% +17,563 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 268,438 $13.3M 0.32% +16,677 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 263,550 $13.1M 0.22% +16,333 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 248,952 $12.3M 1.39% +16,402 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 242,425 $11.9M 4.06% +31,543 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 237,319 $11.8M 0.13% +6,690 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 236,284 $11.7M 1.74% +45,125 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 232,306 $11.5M 0.14% -66,547 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 227,663 $11.3M 6.39% +16,860 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 226,970 $11.3M 0.02% +63,569 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 225,399 $11.2M 0.17% 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 221,162 $11M 5.34% +14,996 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 213,455 $10.6M 0.8% +8,028 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 212,523 $10.5M 0.11% -41,542 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 208,399 $10.3M 1.32% +7,007 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 207,038 $10.3M 0.14% +10,946 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 204,983 $10.2M 0.09% +9,956 13F-HR Timeline Group TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 204,228 $10.1M 8.62% +28,782 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 201,806 $10M 1% +6,826 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 196,446 $9.73M 5.24% -742 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 193,859 $9.61M 0.08% +14,519 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 193,058 $9.57M 0.87% +8,779 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 185,341 $9.21M 2.77% +134,641 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 184,834 $9.16M 0.32% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 180,686 $8.95M 0.89% +33,467 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 177,583 $8.8M 3.36% +102,702 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 172,044 $8.52M 0.41% -34,145 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 169,691 $8.41M 0.25% +59,302 13F-HR Timeline Group Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 168,444 $8.35M 2.81% +64,026 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 168,199 $8.33M 2.28% +44,340 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 167,962 $8.32M 2.13% +62,893 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 167,133 $8.31M 1.76% +102,275 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 166,035 $8.23M 1.86% +78,352 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 163,396 $8.1M 1.21% -16,743 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 162,456 $8.05M 4.68% +12,414 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 160,215 $7.94M 1.78% +310 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 159,124 $7.88M 0.14% -28,906 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 156,336 $7.75M 0.12% +7,411 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 151,096 $7.49M 1.29% +2,618 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 147,687 $7.32M 0.16% +52,179 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 146,204 $7.24M 3.05% -15,676 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 144,762 $7.17M 0.17% +65,169 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 142,721 $7.07M 0.08% +73,520 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 142,517 $7.07M 0.42% +34,942 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 142,104 $7.04M 2.2% +6,152 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 141,990 $7.04M 0.03% +96,801 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 140,180 $6.95M 3.03% +29,058 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 138,435 $6.86M 1.38% +6,252 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 138,371 $6.86M 0.01% +63,315 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 137,960 $6.84M 0.26% -13,425 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 135,105 $6.69M 0.03% -1,425 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 133,310 $6.61M 1.61% +1,252 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 131,973 $6.54M 3.61% -24,026 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 129,971 $6.44M 0.65% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 126,759 $6.28M 2.59% +9,048 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 124,759 $6.18M 3.91% -45,200 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 122,898 $6.09M 1.26% +104,890 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 122,705 $6.08M 1.05% -65,189 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 122,381 $6.06M 1.64% +17,306 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 119,983 $5.95M 0.78% +1,511 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 119,165 $5.9M 0.1% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 118,481 $5.87M 1.2% +13,385 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 115,472 $5.72M 0.49% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 114,298 $5.66M 0.85% +5,446 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 114,212 $5.66M 0.8% +3,998 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 113,351 $5.62M 1.52% -34,815 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 112,753 $5.59M 2.12% +4,300 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 111,219 $5.51M 0.06% +109,598 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 106,805 $5.29M 0.17% -152 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 106,657 $5.28M 0.04% +102,342 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 102,001 $5.05M 0.01% -61,267 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 100,879 $5M 0.09% -295,807 13F-HR Timeline Group Alpha Zero LLC More: the full row for Alpha Zero LLC 98,550 $4.89M 1.85% +52,563 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 98,147 $4.86M 0.21% +1,106 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 97,456 $4.83M 0.92% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 97,456 $4.83M 0.92% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 96,929 $4.8M 0.26% -5,876 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 96,693 $4.79M 0.97% +24,009 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 95,030 $4.71M 1.95% +19,376 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 91,759 $4.55M 0.15% +13,759 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 88,571 $4.39M 0.26% -72,495 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 87,237 $4.32M 0.08% +11,217 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 85,852 $4.25M 0.01% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 85,016 $4.21M 1.64% +8,730 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 83,742 $4.15M 0.1% +3,475 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 83,742 $4.15M 0.72% -19,784 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 81,932 $4.06M 1.48% +3,236 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 80,723 $4M 1.39% +10,170 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 79,519 $3.94M 2.32% -8,047 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 79,673 $3.91M 0.54% -4,982 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 78,155 $3.87M 0.02% -15,550 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 77,610 $3.85M 0.57% +53,531 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 75,953 $3.76M <0.01% +13,653 13F-HR Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 74,275 $3.69M 1.77% +26,581 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 73,809 $3.66M 0.02% +6,447 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 73,381 $3.64M 0.53% -3,335 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 73,060 $3.63M 0.19% +2,917 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 68,782 $3.41M 0.56% +32,513 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 68,025 $3.37M 0.23% -5,061 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 67,137 $3.33M 0.11% +11,158 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 66,104 $3.28M 0.15% +25,866 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 61,140 $3.03M 4.16% +1,933 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 60,985 $3.02M 0.01% -7,558 13F-HR Timeline Vise Technologies, Inc. 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More: the full row for Vestmark Advisory Solutions, Inc. 52,054 $2.58M 0.02% +6,208 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 52,054 $2.58M 0.05% +6,208 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 51,303 $2.54M 0.22% -1,748 13F-HR Timeline Group