BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,087,966 $605M 0.04% +4,896,498 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 21,001,050 $550M 0.03% +3,885,331 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 18,008,240 $472M 0.13% +3,424,206 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15,013,101 $393M 0.06% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,120,237 $318M +5,555,530 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,994,877 $288M 1.62% +1,535,071 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,776,746 $282M 0.3% +1,509,057 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,945,409 $208M 1.13% +1,466,190 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 7,109,897 $186M 7.06% +2,195,875 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,902,314 $181M 0.04% +2,454,435 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,900,952 $181M 0.06% +1,355,052 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,463,927 $169M 5.25% +695,457 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 5,632,034 $148M +3,414,640 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,609,062 $147M 0.53% +394,557 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,004,693 $131M 0.34% +786,686 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,729,710 $124M +1,283,424 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,591,369 $120M 0.74% +1,871,562 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,230,096 $111M 5.32% +159,735 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,923,285 $103M 4.55% +333,378 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,746,931 $99.4M 3.2% +212,345 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 3,486,390 $91.3M 30.3% +26,997 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 3,400,247 $89.1M 2.49% -85,927 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,189,827 $83.6M 2.17% +163,688 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,146,064 $81.7M 0.92% +800,166 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,007,289 $78.8M 0.08% new 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,985,269 $78.2M 3.03% +626,952 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,884,315 $75.6M 0.01% +592,903 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,698,950 $70.8M 4.27% +151,429 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,681,049 $70.2M 0.04% +808,598 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,582,984 $67.7M 0.09% -604,034 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,496,913 $65.4M 0.83% +114,819 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,455,082 $64.3M 0.09% +568,550 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,368,640 $62.1M 4.23% +259,309 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,300,083 $60.3M 5.17% new 13F-HR Timeline State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 2,250,000 $59M 0.23% +750,000 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 2,160,272 $56.6M 0.01% +57,068 13F-HR Timeline Group Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,132,136 $55.9M 10.75% +130,864 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,129,910 $55.8M 0.12% -1,070,876 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 2,043,325 $53.5M +134,310 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,948,993 $51.1M 0.05% +1,072,136 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,907,116 $50M 0.13% +876,323 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,871,364 $49M 0.76% +21,231 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,848,347 $48.4M 0.08% -137,710 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,748,353 $45.8M 7.77% +90,842 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,734,326 $45.4M 1.64% +77,810 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,724,346 $45.2M 0.52% new 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,713,359 $44.9M 6.04% +120,610 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,699,658 $44.5M 11.35% +80,781 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,690,431 $44.3M 2.41% +214,467 13F-HR/A Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 1,635,109 $42.8M 9% +464,591 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,599,316 $41.9M 0.04% +259,337 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,597,029 $41.8M 1.02% +157,409 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,643,428 $41.5M 9.17% +172,599 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,571,471 $41.2M 0.4% +200,655 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,542,272 $40.1M 0.06% +606,352 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,512,486 $39.6M 0.19% +17,421 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,506,547 $39.5M 5.41% +370,445 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,484,641 $38.9M 0.31% +461,143 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 1,461,339 $38.3M 9.64% +292,205 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,429,941 $37.5M 3.08% +210,524 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,403,081 $36.8M 0.39% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,313,829 $34.4M 5.45% +167,916 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 1,301,720 $34.1M 17.98% +131,253 13F-HR Timeline Wall Capital Group, Inc. More: the full row for Wall Capital Group, Inc. 1,276,200 $33.4M 35.7% +59,199 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,212,432 $31.8M 7.59% +56,898 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,208,360 $31.7M 0.68% +613,387 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,191,473 $31.2M 9.84% +51,822 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,183,917 $31M 1.69% +112,014 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,183,801 $31M 1.9% +108,992 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,172,812 $30.7M 2.95% +101,666 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,162,463 $30.5M 1.35% +59,334 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,152,892 $30.2M 1.69% +90,309 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,151,834 $30.2M 6.26% +102,008 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,150,882 $30.2M 0.07% +93,945 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,150,395 $30.1M 5.63% +19,319 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,145,462 $29.7M 0.01% +474,848 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,118,489 $29.3M 3.13% +169,818 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,115,181 $29.2M 2.9% +281,128 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,100,009 $28.9M 1.54% -722,475 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,089,470 $28.5M 2.57% +381,890 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,088,644 $28.5M 0.17% +98,039 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,038,649 $27.2M 1.06% +523,665 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 986,924 $25.9M 5.92% +23,101 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 983,068 $25.8M 0.5% +182,088 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 981,941 $25.7M +143,280 Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 977,142 $25.6M 4.88% +89,138 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 941,689 $24.7M 1.95% +68,574 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 930,272 $24.4M 5.27% +29,673 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 907,672 $23.8M 0.2% -1,054 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 902,753 $23.7M 6.27% +11,722 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 891,493 $23.4M 0.02% +488,090 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 888,723 $23.3M 1.78% +44,145 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 886,614 $23.2M 6.67% +91,118 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 847,522 $22.2M 0.42% +474,064 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 839,647 $22M 0.89% +10,454 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 836,147 $21.9M +671,189 Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 834,932 $21.9M 3.86% +58,538 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 829,645 $21.7M 0.47% +224,141 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 824,553 $21.6M 0.12% +174,289 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 817,680 $21.4M 2.84% +126,476 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 814,364 $21.3M 2.98% +47,090 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 810,476 $21.2M +74,426 Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 809,045 $21.2M 2.6% +250,066 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 794,127 $20.8M 7.48% +13,808 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 788,914 $20.7M 3.82% +33,754 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 787,442 $20.6M 10.59% +32,757 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 782,213 $20.5M 7.03% +25,046 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 778,330 $20.4M 3.31% +108,109 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 773,540 $20.3M 0.47% +214,527 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 772,672 $20.2M 6.4% +59,441 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 769,719 $20.2M 2.3% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 759,581 $19.9M 2.39% +82,890 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 758,878 $19.9M 0.75% +23,857 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 756,847 $19.8M 0.64% +115,600 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 741,624 $19.4M 2.52% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 738,275 $19.3M 0.22% +168,157 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 718,752 $18.8M 11.58% +36,997 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 718,500 $18.8M 1.27% +24,136 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 694,545 $18.2M 12.26% +38,452 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 689,354 $18.1M 0.02% -224,879 13F-HR Timeline Group Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 688,346 $18M 4.04% +179,493 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 664,742 $17.4M 4.6% +46,675 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 663,936 $17.4M 10.17% +68,065 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 657,410 $17.4M 0.98% -48,604 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 659,275 $17.3M 0.4% +6,869 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 657,539 $17.2M 7.13% +83,306 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 650,832 $17.2M 3.49% +639,716 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 653,106 $17.1M 8.92% +101,446 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 646,663 $16.9M 5.49% +39,193 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 632,938 $16.6M 0.09% +95,207 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 620,585 $16.3M 0.3% +292,370 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 619,973 $16.2M 0.66% +148,749 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 613,962 $16.1M 0.9% +49,961 13F-HR/A Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 603,150 $15.8M 6.94% +28,384 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 598,343 $15.7M 1.38% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 596,847 $15.6M 0.48% +253,067 13F-HR/A Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 589,155 $15.4M 1.12% +11,114 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 581,147 $15.2M 8.52% +102,579 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 575,345 $15.1M 0.02% new 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 547,115 $14.3M 0.45% +34,379 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 530,034 $13.9M 2.72% +19,946 13F-HR Timeline CLG LLC More: the full row for CLG LLC 521,329 $13.7M 3.39% +36,317 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 520,965 $13.6M 0.15% +242,290 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 520,240 $13.6M 0.08% +62,802 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 515,567 $13.5M 0.13% -338,236 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 514,102 $13.5M 0.99% +512,855 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 509,756 $13.4M 4.27% +185,562 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 498,134 $13.1M 1.87% -5,766 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 476,664 $12.6M 2.7% -1,912 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 471,280 $12.3M 2.79% +88,457 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 469,884 $12.3M 1.57% +51,061 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 469,680 $12.3M 0.89% +53,254 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 469,675 $12.3M 1.49% +53,862 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 465,809 $12.2M 2.29% +27,402 13F-HR Timeline Mueller Wealth, LLC More: the full row for Mueller Wealth, LLC 463,287 $12.1M 9.68% +26,491 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 462,241 $12.1M 4.16% +29,204 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 452,808 $11.9M 3.94% +30,385 13F-HR Timeline LHM, INC. More: the full row for LHM, INC. 437,693 $11.5M 4.52% -16,800 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 433,822 $11.4M 0.02% new 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 426,503 $11.2M 1.5% +28,129 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 413,438 $11M 0.07% +181,919 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 418,289 $11M 1.52% -191,042 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 417,858 $10.9M 5.38% +28,907 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 416,035 $10.9M 6.45% +22,227 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 415,571 $10.9M 4.61% +71,376 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 402,622 $10.5M 4.16% +7,253 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 398,775 $10.4M 3.32% +69,943 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 393,031 $10.3M 0.18% -6,566 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 385,406 $10.1M 2.15% +50,957 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 381,228 $9.99M 4.34% +52,592 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 373,028 $9.77M 0.03% -285,622 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 365,865 $9.71M 0.59% +93,788 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 369,761 $9.69M 3.38% +10,658 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 364,941 $9.56M +323,898 Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 358,330 $9.39M 1.39% +12,825 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 353,603 $9.26M 0.14% +9,926 13F-HR Timeline J HAGAN CAPITAL, INC. 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