JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 39,414,024 $1.96B 0.13% +3,302 13F-HR/A Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 22,447,880 $1.11B 1.37% -1 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 17,396,785 $861M 0.05% +845,047 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 12,718,445 $630M 0.17% +1,570,293 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/ 11,480,041 $568M 0.04% -63,255 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,842,271 $388M 0.08% +67,917 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,107,827 $253M 0.08% +355,359 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. 4,939,651 $245M 0.14% +918,258 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,739,085 $235M 0.25% +1,715,376 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,456,224 $221M 0.01% -115,865 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,376,158 $217M +573,642 Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,871,800 $192M 0.03% +88,411 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,238,063 $161M 0.08% +520,716 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 3,226,778 $160M 8.7% +1,638,630 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,441,278 $121M 0.02% +59,415 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,390,003 $118M 0.03% +878,218 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,309,487 $114M 0.16% -42,243 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,810,138 $89.6M 0.08% -269,497 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,618,528 $80.1M 0.12% +221,293 13F-HR Timeline Group Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,537,220 $76.3M 11.42% +4,917 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,454,771 $72M 0.41% -39,367 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,307,335 $64.7M 0.23% +120,342 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,124,589 $55.7M 0.03% +8,883 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,009,758 $50M 0.01% +159,228 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 940,649 $46.6M 0.22% +286,834 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 770,603 $38.1M 0.1% +125,341 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 768,939 $38.1M 13.8% +11,603 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 740,872 $36.7M 0.1% +5,057 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 686,116 $34M 7.14% -112,093 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 685,513 $33.9M 10.15% +62,045 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 684,685 $33.9M 11.71% -140,795 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 684,685 $33.9M 11.71% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 675,334 $33.4M 2.85% -85,562 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 662,171 $32.8M 7.76% +148,160 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 659,316 $32.6M 9.59% -21,576 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 616,909 $30.5M 0.73% +85,618 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 589,238 $29.2M 8.08% +119,852 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 585,168 $29M 6.78% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 563,607 $27.9M 0.07% +132,948 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 531,749 $26.3M 0.13% -2,181 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 530,350 $26.3M 0.61% +242,661 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 503,937 $24.9M 5.73% +25,624 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 494,297 $24.5M 2.88% +52,213 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 490,072 $24.3M 0.18% +192,016 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 478,478 $23.7M 0.15% +218,002 13F-HR Timeline Group Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 449,951 $22.3M 2.36% +127,778 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 420,392 $20.8M 9.34% +1,500 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 412,025 $20.7M 0.1% +68,307 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 416,005 $20.6M 2.3% -30,501 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 413,088 $20.4M 0.79% +32,153 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 412,856 $20.4M 3.77% -32,057 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 411,953 $20.4M 2.7% +81,716 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 396,686 $19.6M 0.38% +78,549 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 395,811 $19.6M 2.44% +166,101 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 391,680 $19.5M +10,632 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 386,858 $19.1M 0.44% -53,916 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 383,530 $19.1M +42,056 Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 377,807 $18.7M 1.4% +40,374 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 366,292 $18.1M 0.43% +24,849 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 356,427 $17.6M 0.03% +19,934 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 336,405 $16.7M 0.1% +69,031 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 328,966 $16.3M +18,295 Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 325,323 $16.1M 3.84% +21,464 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 324,349 $16.1M 0.01% +235,899 13F-HR Timeline Group Bulwark Capital Corp More: the full row for Bulwark Capital Corp 321,880 $15.9M 9.82% +164,511 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 304,457 $15.1M 1.65% +70,398 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 303,987 $15M 0.02% +36,405 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 298,853 $14.8M 0.2% +163,763 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 295,103 $14.6M 0.08% +124,247 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 289,424 $14.3M 0.48% -9,441 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 288,488 $14.3M 0.17% +36,158 13F-HR Timeline Group M Wealth Management, LLC More: the full row for M Wealth Management, LLC 282,182 $14M 11.76% -37,045 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 280,457 $13.9M 8.93% +8,507 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 279,119 $13.8M 4.99% +19,087 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 278,538 $13.8M 0.03% +266,906 13F-HR Timeline Group Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 278,218 $13.8M 2.91% +140,114 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 271,482 $13.4M 1.88% -22,604 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 264,568 $13.1M 1.38% +19,343 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 255,779 $12.7M 7.75% +13,078 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 254,065 $12.6M 0.15% -20,435 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 251,761 $12.5M 0.39% -27,921 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 247,217 $12.2M 0.41% +24,589 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 232,550 $11.5M 1.54% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 230,629 $11.4M 0.15% +19,343 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 223,312 $11.1M 2.82% +91,232 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 219,146 $10.9M 1.17% +166,816 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 210,803 $10.5M 7.03% +30,169 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 210,882 $10.4M 4.12% +147,172 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 206,166 $10.2M 5.59% +141,300 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 206,189 $10.2M 0.54% +18,560 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 205,427 $10.2M 0.84% +11,487 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 201,392 $9.97M 1.46% +5,449 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 197,188 $9.76M 5.76% -33,405 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 196,092 $9.71M 0.15% -1,373 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 195,027 $9.65M 0.1% -4,670 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 194,980 $9.65M 1.09% +14,189 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 194,000 $9.6M 1.73% +8,868 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 191,159 $9.46M 1.84% +10,479 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 191,076 $9.46M 0.01% +34,667 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 188,030 $9.31M 0.19% +24,880 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 187,894 $9.3M 1.74% -30,320 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 186,490 $9.23M 0.83% +21,152 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 184,279 $9.12M 1.01% +55,725 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 180,139 $8.92M 1.6% -42,014 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 179,340 $8.88M 0.08% -7,192 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 177,773 $8.8M 0.02% -24,151 13F-HR Timeline Group TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 175,446 $8.68M 7.99% +55,519 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 169,959 $8.41M 5.79% +69,845 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 166,673 $8.25M 0.09% +158,736 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 163,401 $8.09M 0.02% -33,137 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 163,268 $8.08M 0.01% -14,886 13F-HR Timeline Group Client First Investment Management LLC More: the full row for Client First Investment Management LLC 161,880 $8.01M 4.17% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 161,066 $7.97M 0.31% +104,954 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 159,905 $7.92M 2.04% +35,118 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 155,999 $7.72M 5.28% +17,836 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 155,635 $7.7M 2.04% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 151,385 $7.49M 0.33% +24,763 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 150,042 $7.43M 5.22% +5,650 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 148,925 $7.37M 0.13% +60,043 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 148,478 $7.35M 1.44% +2,511 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 148,166 $7.33M 2.27% +59,561 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 147,219 $7.29M 0.81% +14,078 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 136,530 $6.76M 0.04% -17,207 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 135,952 $6.73M 2.36% +3,196 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 135,074 $6.69M 0.17% +38,469 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 132,183 $6.54M 1.46% +29,790 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 132,058 $6.54M 1.73% -1,362 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 127,252 $6.3M 0.01% -17,937 13F-HR Timeline Group SAM Advisors, LLC More: the full row for SAM Advisors, LLC 123,859 $6.13M 1.92% +58,582 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 119,165 $5.9M 0.11% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 118,472 $5.86M 0.9% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 117,711 $5.83M 2.55% +5,963 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 114,332 $5.66M 2.55% +104,464 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 111,122 $5.5M 2.9% +17,768 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 110,389 $5.46M 0.19% +22,979 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 110,214 $5.46M 0.6% -4,542 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 108,852 $5.39M 0.93% -42,574 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 108,453 $5.37M 2.74% +11,662 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 107,575 $5.32M 0.36% -33,499 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 107,143 $5.3M 0.02% +12,272 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 106,957 $5.29M 0.2% -139,727 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 105,096 $5.2M 1.17% +18,229 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 105,075 $5.2M 1.6% +16,126 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 105,069 $5.2M 1.61% -66,604 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 104,418 $5.17M 2.04% -244 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 103,526 $5.12M 1.27% -7,334 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 102,805 $5.09M 0.35% +10,027 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 97,041 $4.8M 0.24% +32,496 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 95,508 $4.73M 0.12% +6,073 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 93,705 $4.64M 0.03% +379 13F-HR Timeline Group Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 87,683 $4.34M 1.26% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 87,566 $4.33M 3.19% +31,951 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. 85,985 $4.26M 0.08% +32,389 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 85,852 $4.25M 0.01% -14,646 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 84,655 $4.2M 0.65% -1,600 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 84,316 $4.17M 0.19% +21,394 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 80,267 $3.97M 0.11% +1,547 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 79,593 $3.94M 0.1% +17,534 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 78,696 $3.9M 1.59% +7,046 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 78,000 $3.86M 0.15% +37,969 13F-HR/A Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 76,716 $3.8M 0.61% +16,617 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 76,286 $3.78M 1.81% -28,439 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 76,020 $3.76M 0.08% +1,823 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 75,654 $3.74M 1.78% +599 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 75,056 $3.71M 0.01% +31,685 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 74,881 $3.71M 1.67% -2,663 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 73,086 $3.63M 0.28% -11,048 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 73,014 $3.61M 1.05% -4,956 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 72,684 $3.6M 0.81% +999 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 70,553 $3.49M 1.34% +17,961 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 70,143 $3.47M 0.25% +34,901 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 69,233 $3.43M 2.23% -6,365 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 69,201 $3.43M 0.04% +22,350 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 68,543 $3.39M 0.01% -38,790 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 67,362 $3.33M 0.02% +29,388 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 64,858 $3.22M 0.87% +62,562 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 64,929 $3.21M 0.15% -7,406 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 64,148 $3.18M 1.5% +32,446 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 62,300 $3.08M <0.01% new 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 59,265 $2.93M 0.19% -10,471 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 59,207 $2.93M 2.61% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 56,739 $2.81M 0.03% +12,418 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 55,979 $2.77M 0.1% +5,250 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 53,833 $2.66M <0.01% +39,179 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 53,508 $2.65M 0.67% -2,256 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 53,051 $2.63M 0.22% +305 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 51,655 $2.56M 0.8% +82 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 50,700 $2.52M 0.77% +26,640 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 48,830 $2.42M 0.03% -800 13F-HR Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 47,694 $2.37M 1.28% -1,547 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 47,663 $2.36M 0.67% -2,316 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 45,846 $2.28M 0.05% new 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 45,994 $2.28M 0.74% +14,946 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 45,987 $2.28M 1.15% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 45,846 $2.27M 0.03% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 45,189 $2.24M 0.02% -93,563 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 44,412 $2.2M 0.16% -1,547 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 43,878 $2.18M 0.69% -2,802 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 43,550 $2.16M 1.65% -25,201 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 43,527 $2.15M 0.03% +37,789 13F-HR Timeline