JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 39,410,722 $1.95B 0.13% +1,631,142 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 22,447,881 $1.11B 1.34% -2,499,999 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 16,551,738 $821M 0.05% +203,799 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,543,296 $572M 0.04% +404,103 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 11,148,152 $553M 0.15% +869,510 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,774,354 $386M 0.08% +356,553 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,752,468 $236M 0.07% +403,873 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,572,089 $227M 0.01% -55,475 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. 4,021,393 $199M 0.11% +221,413 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,802,516 $189M 0.04% -299,830 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 3,783,389 $188M 0.03% +80,702 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,023,709 $150M 0.16% +763,733 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,717,347 $135M 0.08% +553,456 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,381,863 $118M 0.02% -113,123 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,351,730 $117M 0.16% +277,388 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,079,635 $103M 0.09% +288,628 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,588,148 $78.7M 4.07% +425,761 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,532,303 $76.1M 11.51% -467,327 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,511,785 $75M 0.02% +479,204 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,494,138 $74.1M 0.43% -42,842 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,397,235 $69.3M 0.1% +117,348 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,186,993 $58.9M 0.21% +236,970 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,115,706 $55.3M 0.03% +49,480 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 850,530 $42.2M 0.01% +77,086 13F-HR Timeline Group Blue Water Asset Management More: the full row for Blue Water Asset Management 825,480 $40.9M 14.72% 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 798,209 $39.6M 7.91% +337 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 760,896 $37.7M 3.34% -178,588 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 757,336 $37.6M 13.42% +25,174 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 735,815 $36.5M 0.09% +103,830 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 680,892 $33.8M 11.65% -10,928 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 653,815 $32.4M 0.15% +66,247 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 645,262 $32M 0.08% +52,183 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 623,468 $30.9M 9.47% +43,214 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 533,930 $26.5M 0.14% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 531,291 $26.3M 0.59% +487,841 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 514,011 $25.5M 6.12% -13,460 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 478,313 $23.7M 5.64% +61,979 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 469,386 $23.3M 6.53% +227,213 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 446,506 $22.1M 2.56% +20,984 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 444,913 $22.1M 4.16% -72,804 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 442,084 $21.9M 2.7% +203,209 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 440,774 $21.9M 0.53% +65,071 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 430,659 $21.4M 0.05% +78,476 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 418,892 $20.8M 9.33% -5,277 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 381,048 $18.9M +56,056 Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 380,935 $18.9M 0.7% +309,231 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 343,718 $17.1M 0.09% +47,722 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 341,443 $17M 0.42% -7,108 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 341,474 $16.9M 0.07% +143,756 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 337,433 $16.7M 1.16% -9,833 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 336,493 $16.7M 0.03% +184,127 13F-HR/A Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 330,237 $16.4M 2.2% +3,975 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 322,173 $16M 1.83% +80,238 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 319,227 $15.8M 13.78% -9,975 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 318,137 $15.8M 0.31% +66,780 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 310,671 $15.4M 0.17% +14,266 13F-HR Timeline Group Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 303,859 $15.1M 3.37% +5,910 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 298,865 $14.8M 0.52% +12,797 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 298,056 $14.8M 0.11% +276,287 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 294,086 $14.6M 2.11% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 287,689 $14.3M 0.35% +206,395 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 279,682 $13.9M 0.44% +131,386 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 274,500 $13.6M 0.15% -178,968 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 271,950 $13.5M 8.9% +16,817 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 267,582 $13.3M 0.01% +30,535 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 267,374 $13.3M 0.08% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 266,618 $13.2M 0.05% -23,566 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 260,476 $12.9M 0.09% +11,250 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 260,032 $12.9M 4.54% +10,747 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 252,330 $12.5M 0.18% +3,670 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 246,684 $12.2M 0.45% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 245,225 $12.2M 1.25% -118,226 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 242,701 $12M 7.49% +18,388 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 234,059 $11.6M 1.25% +46,533 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 230,593 $11.4M 7.03% -102,896 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 229,710 $11.4M 1.56% -20,708 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 222,628 $11M 0.27% +28,388 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 222,153 $11M 2.09% -18,529 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 218,214 $10.8M 2.04% -48,278 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 211,286 $10.5M 0.15% +5,480 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 201,924 $10M 0.03% -15,850 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 199,697 $9.9M 0.11% -4,660 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 197,465 $9.79M 0.2% +36,128 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 196,538 $9.75M 0.01% +188 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 195,943 $9.72M 1.51% +7,120 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 193,940 $9.62M 0.82% -40,249 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 190,898 $9.47M 0.17% +21,507 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 187,629 $9.3M 0.44% +179,700 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 186,532 $9.25M 0.1% +170,546 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 185,132 $9.18M 1.73% +7,162 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 180,791 $8.97M 0.98% +46,923 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 180,680 $8.96M 2.08% +7,572 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 180,634 $8.96M 5.46% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 178,154 $8.83M 0.01% +24,972 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 175,757 $8.72M 0.38% -10,318 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 171,673 $8.51M 2.5% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 170,856 $8.47M 0.05% +103,190 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 165,338 $8.2M 0.73% +25,774 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 163,150 $8.09M 0.18% +1,833 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 157,369 $7.8M 5.55% +88,470 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 156,409 $7.76M 0.01% +2,433 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 153,737 $7.62M 0.04% +22,284 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 151,426 $7.51M 1.32% +4,881 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 145,967 $7.24M 1.4% -8,597 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 145,189 $7.2M 0.01% +16,986 13F-HR Timeline Group Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 144,392 $7.16M 5.22% +2,928 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 141,074 $7.01M 0.48% +24,065 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 138,752 $6.88M 0.08% +21,158 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 138,163 $6.85M 5.06% 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 138,104 $6.85M 1.44% +65,984 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 135,090 $6.7M 0.1% -32,520 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 133,420 $6.62M 1.7% +2,554 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 133,141 $6.6M 0.73% +27,363 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 132,756 $6.58M 2.18% +6,198 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 132,080 $6.55M 1.75% +48,958 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 128,554 $6.38M 0.73% +45,454 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 126,622 $6.28M 0.3% -17,611 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 126,558 $6.28M 1.17% +82,114 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 124,787 $6.19M 1.55% -5,279 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 119,927 $5.95M 3.97% +29,121 13F-HR/A Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 119,165 $5.91M 0.12% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 118,472 $5.88M 0.95% +112,728 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 114,756 $5.71M 0.66% -6,965 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 111,748 $5.54M 2.55% +73,126 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 110,860 $5.5M 1.36% 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 107,333 $5.32M 0.01% +64,140 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 104,725 $5.19M 2.38% +42,100 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 104,662 $5.19M 2% +2,064 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 102,393 $5.08M 1.11% +19,333 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 100,498 $4.98M 0.02% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 100,114 $4.96M 3.42% +74,905 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 96,791 $4.8M 2.03% -55,246 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 96,605 $4.79M 0.13% +25,121 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 94,871 $4.7M 0.02% new 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 93,354 $4.63M 2.42% -9,787 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 93,326 $4.63M 0.03% +4,268 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 92,778 $4.6M 0.31% new 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 89,439 $4.44M 0.11% new 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 89,435 $4.44M 0.12% +43,234 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 88,949 $4.41M 1.32% -49,313 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 88,882 $4.41M 0.08% +2,129 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 88,605 $4.39M 1.42% +13,389 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 88,450 $4.39M <0.01% -103,526 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 87,410 $4.33M 0.15% +86,271 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 86,867 $4.31M 0.99% -5,653 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 86,255 $4.3M 0.66% +2,292 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 84,134 $4.17M 0.36% +22,159 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 80,278 $3.98M 0.14% -675 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 78,720 $3.89M 0.11% +5,431 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 77,970 $3.87M 1.15% -12,814 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 77,544 $3.85M 1.63% +2,507 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 75,598 $3.76M 2.46% -75,099 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 75,055 $3.72M 1.81% 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 74,205 $3.68M 2.84% +4,045 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 74,197 $3.68M 0.08% +3,494 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 72,335 $3.59M 0.17% -2,019 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 71,685 $3.55M 0.85% +49,743 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 71,650 $3.55M 1.39% +2,603 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 69,736 $3.46M 0.23% +1,992 13F-HR/A Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 68,751 $3.41M 2.87% 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 65,277 $3.24M 1.02% +25,986 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 64,866 $3.22M 1.74% -24,470 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 64,545 $3.2M 0.16% +2,020 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 63,710 $3.16M 1.34% +53,635 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 62,922 $3.12M 0.14% +52,902 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 62,059 $3.08M 0.09% +29,616 13F-HR/A Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 60,099 $2.98M 0.58% -83,501 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 59,636 $2.97M 0.03% -517,078 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 57,395 $2.85M 0.6% -39,114 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 56,112 $2.78M 0.31% +8,714 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 55,764 $2.77M 0.78% -11,163 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 55,615 $2.76M 2.05% +41,415 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. 53,596 $2.66M 0.05% +14,756 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 52,746 $2.62M 0.22% -3,436 13F-HR Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 52,592 $2.61M 0.99% +18,908 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 52,330 $2.6M 0.28% +19,827 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 51,573 $2.56M 0.79% +4,508 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 50,729 $2.52M 0.09% +5,548 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 49,966 $2.49M 0.04% +2,022 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 49,979 $2.48M 0.69% -2,089 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 49,630 $2.46M 0.03% +950 13F-HR Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 49,241 $2.45M 1.36% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 48,366 $2.4M 0.53% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 46,851 $2.32M 0.03% +932 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 46,680 $2.31M 0.43% +18,863 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 45,831 $2.28M <0.01% +8,034 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 45,959 $2.28M 0.15% +37,193 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 44,321 $2.2M 0.03% -7,147 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 43,781 $2.17M 1.51% -1,681 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 43,412 $2.15M 0.21% -11,178 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 43,371 $2.15M <0.01% +10,693 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 42,655 $2.12M 0.08% -1,996 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 42,536 $2.11M 0.02% -5,750 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 40,630 $2.01M 0.55% +67 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 40,031 $1.99M 0.09% +21,279 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 39,850 $1.98M 0.01% +5,536 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 39,561 $1.96M 0.03% +1,699 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 39,302 $1.95M 1.69% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 38,121 $1.89M 0.82% -216 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 37,974 $1.88M 0.01% +6,948 13F-HR Timeline