BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 15,573,447 $418M 0.03% +4,059,150 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,807,087 $344M 0.02% +3,682,958 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,856,136 $291M 0.09% +2,118,811 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,516,263 $229M 0.26% +4,160,437 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,090,343 $217M +2,604,930 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,627,847 $205M 1.25% +3,099,332 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,301,950 $142M 4.94% +524,508 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,762,716 $128M 0.81% +231,238 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,669,699 $125M 0.57% +1,029,528 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,855,961 $103M 5.23% +1,277,890 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,746,218 $101M 0.03% +997,055 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,606,368 $96.8M 4.2% +1,579,866 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 3,393,675 $91.1M 21.06% +206,452 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,300,390 $88.6M 3.85% +74,807 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,276,670 $87.6M 3.29% +664,808 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,088,283 $82.9M 0.25% +1,752,168 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,945,044 $79M 0.1% +749,377 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,816,707 $75.6M 2.08% +255,984 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,469,657 $66M 4.12% +232,135 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,389,592 $64.1M 0.01% +1,106,055 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,287,937 $60.8M 0.8% +637,718 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,166,337 $58.1M 0.89% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,143,156 $57.5M 0.01% +231,591 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,116,818 $56.8M 8.34% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,041,568 $54.8M 0.39% new 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 2,020,484 $54.2M 0.01% -110,721 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,976,236 $53M +17,160 Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,961,612 $52.6M 4.73% +148,045 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 1,938,800 $52M 2.14% +1,216,495 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,899,679 $51M 0.1% +284,486 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,867,982 $50.1M 10.41% +209,120 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,838,385 $49.3M 0.87% +17,719 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 1,838,230 $49.3M +103,674 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,648,341 $44.2M 0.22% +1,002,782 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,644,636 $44.1M 3.03% +1,529,816 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,556,439 $41.8M 1.52% +111,941 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,472,109 $39.5M 5.83% +126,983 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,443,355 $38.7M 2.32% -64,599 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,404,986 $37.7M 1.39% +64,928 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,431,388 $36.7M 8.75% +806,049 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,352,757 $36.3M 12.58% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,348,568 $36.2M 0.01% +165,819 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,302,313 $34.9M 0.05% +164,092 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,275,640 $34.2M 0.31% +939,080 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,243,876 $33.4M 5.88% +347,471 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,233,039 $33.1M 3.94% +638,224 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,223,807 $32.8M 0.03% +215,057 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 1,124,872 $30.2M 7.79% +175,387 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,124,290 $30.2M 9.97% +35,091 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 1,103,294 $29.6M 1.86% -107,538 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,084,834 $29.1M 2.73% +103,016 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 1,083,580 $29.1M 15.36% +975,632 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,082,508 $29.1M 2.56% +298,235 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,069,833 $28.7M 1.34% +149,086 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,063,897 $28.6M 5.26% +120,223 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,043,844 $28M 5.05% +13,363 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,027,185 $27.6M 1.65% +15,034 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,024,174 $27.5M <0.01% +943,164 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,022,407 $27.4M 6.96% +896,547 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,007,054 $27M 0.28% +118,520 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,004,336 $27M 2.68% +153,174 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 997,175 $26.6M 1.86% +82,348 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 935,204 $25.1M 5.08% +28,612 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 929,515 $24.9M 0.19% +140,100 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 926,235 $24.9M 2.63% +153,299 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 917,424 $24.6M 5.47% +56,532 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 897,031 $24.1M 5.58% +73,751 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 886,905 $23.8M 0.06% +372,805 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 878,178 $23.6M 2.76% +27,100 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 847,467 $22.7M 6.47% +14,730 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 833,283 $22.4M 1.8% +38,469 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 825,793 $22.2M 0.96% +120,568 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 817,074 $21.8M 4.57% new 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 807,332 $21.7M 1.03% new 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 805,998 $21.4M 5.37% 0 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 780,572 $21M 13.08% +46,491 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 742,653 $19.9M 1.61% +27,720 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 730,390 $19.6M 0.41% +632,089 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 726,080 $19.4M 0.03% +353,455 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 719,299 $19.3M 3.77% +1,787 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 717,961 $19.3M 6.16% +65,921 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 709,369 $19M 0.05% +102,219 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 709,267 $19M 2.62% +144,244 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 701,141 $18.8M 0.01% new 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 671,209 $18M 0.02% +420,201 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 653,090 $17.5M 2.49% +109,858 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 651,261 $17.5M +141,806 Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 646,675 $17.4M 1.66% +50,377 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 645,675 $17.3M 12.52% +32,738 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 645,657 $17.3M 11.7% +63,584 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 630,612 $16.9M 1.23% +163,738 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 626,139 $16.8M 3.16% 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 608,994 $16.3M 7.27% -8,517 13F-HR Timeline LHM, INC. More: the full row for LHM, INC. 605,189 $16.2M 5.37% +5,000 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 594,188 $15.9M 6.29% -404,206 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 590,009 $15.8M 8.52% +42,732 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 589,314 $15.8M 2.28% +570,474 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 579,651 $15.6M 6.13% +185,692 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 566,849 $15.2M 5.14% +26,047 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 562,120 $15.1M 0.09% -3,602 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 556,285 $14.9M 0.52% +172,549 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 551,373 $14.8M 2.47% +186,356 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 550,952 $14.8M 1.13% +433,978 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 539,364 $14.5M 4.32% +60,979 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 537,051 $14.4M 1.86% new 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 530,224 $14.2M 6.91% +8,059 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 527,282 $14.2M 0.95% +30,499 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 526,872 $14.1M 2.6% +187,732 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 518,121 $13.9M 9.14% +77,101 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 506,140 $13.6M 0.92% +362,245 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 502,587 $13.5M 0.3% +120,114 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 497,578 $13.4M 0.06% +148,159 13F-HR Timeline Group Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 495,035 $13.3M 1.97% +24,213 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 493,632 $13.2M 0.2% +454,724 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 493,419 $13.2M 7.5% +85,673 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 486,801 $13.1M 1.8% +61,987 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 481,032 $12.9M 2.8% +11,492 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 464,911 $12.5M 0.08% +173,720 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 462,200 $12.4M 0.3% -111,015 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 459,074 $12.3M 0.15% +89,090 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 456,071 $12.2M 0.93% +56,451 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 452,912 $12.2M 1.64% +227,010 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 443,056 $11.9M 2.75% +86,920 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 432,102 $11.6M 0.01% +250,783 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 431,518 $11.6M 1.87% +79,946 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 430,211 $11.5M 0.06% +74,561 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 424,750 $11.4M 6.5% +40,777 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 418,146 $11.2M 5.6% +15,942 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 414,216 $11.1M 0.38% +131,003 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 409,781 $11M 2.56% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 406,388 $10.9M 0.26% +167,408 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 403,858 $10.8M 0.2% +106,140 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 402,252 $10.8M 1.5% +46,124 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 401,486 $10.8M 3.5% +38,321 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 398,195 $10.7M 2.11% +49,612 13F-HR Timeline CLG LLC More: the full row for CLG LLC 384,762 $10.3M 2.81% +166,545 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 357,930 $9.61M 0.06% +268,083 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 352,982 $9.47M 3.5% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 350,885 $9.4M 0.01% +136,688 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 346,511 $9.3M 1.37% +127,876 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 344,006 $9.23M 0.37% +63,391 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 340,394 $9.14M 1.18% +26,720 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 339,536 $9.11M 0.4% +326,270 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 335,217 $9M 0.23% +97,518 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 333,500 $8.95M 1.6% -10,610 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 331,325 $8.89M +101,530 Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 328,028 $8.8M 3.25% +6,171 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 325,589 $8.74M 3% +14,462 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 323,816 $8.69M 1.76% new 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 321,499 $8.63M 0.77% +35,149 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 309,927 $8.32M 1.33% +13,503 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 304,309 $8.17M 0.19% +3,364 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 303,574 $8.15M 0.4% +2,154 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 303,487 $8.15M 0.01% +170,631 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 290,859 $7.81M 1.77% +30,803 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 289,150 $7.76M 6.2% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 283,310 $7.6M 0.66% +19,975 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 283,045 $7.6M 0.79% +13,323 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 273,900 $7.35M 0.02% new 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 270,368 $7.26M 0.86% +8,352 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 269,839 $7.24M 6.21% +9,601 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 264,602 $7.1M 1.28% new 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 259,473 $6.96M 0.14% +178,378 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 256,943 $6.9M 3.67% +13,151 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 254,968 $6.84M 0.1% new 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 254,024 $6.82M 3.12% +38,836 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 243,290 $6.53M 1.27% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 242,856 $6.52M 0.09% +7,843 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 242,411 $6.51M 0.07% -3,980 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 238,535 $6.4M 2.68% +3,686 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 238,396 $6.4M 0.43% +26,815 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 236,895 $6.36M 1.15% +12,428 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 221,444 $5.94M 3.33% +9,360 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 218,631 $5.87M 3.05% +18,610 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 217,955 $5.85M 2% +4,360 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 216,574 $5.81M 0.01% +21,001 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 214,440 $5.76M 0.44% +13,868 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 208,034 $5.58M 0.08% -230,266 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 207,822 $5.58M 0.23% +28,512 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 200,158 $5.37M 0.7% +49,968 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 199,624 $5.36M 0.18% +1,815 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 196,509 $5.27M 1.39% -3,649 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 188,312 $5.05M 1.05% +3,617 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 187,568 $5.03M 2.27% +29,320 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 183,127 $4.92M 1.22% -24,085 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 182,489 $4.9M 4.42% +17,912 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 181,224 $4.86M 1.99% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 180,138 $4.83M 0.09% +9,046 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 170,505 $4.58M 2.44% 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 170,479 $4.58M 1.17% -1,197 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 168,767 $4.54M 1.99% new 13F-HR/A Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 167,972 $4.51M 0.39% +99,535 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 165,407 $4.44M 2.82% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 164,271 $4.41M 0.67% +63,367 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 162,043 $4.35M +50,496 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 159,752 $4.29M 0.03% +21,865 13F-HR Timeline Group CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 157,172 $4.22M 1.33% +20,649 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 154,783 $4.15M 0.5% +15,013 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 152,496 $4.09M 3.4% +17,895 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 151,271 $4.06M 0.64% +19,786 13F-HR Timeline