Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,484,128 $1.2B 0.12% +1,482,726 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,598,106 $758M 0.2% +727,207 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,951,429 $454M 0.11% +181,051 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,289,045 $378M 0.02% +134,056 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,194,937 $252M 0.02% +5,552 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,160,662 $248M 2.1% -110,450 13F-HR Timeline 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 1,690,687 $194M 0.04% +705,554 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,677,074 $193M 14.39% +48,750 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,249,240 $144M 0.58% -12,410 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,202,494 $138M 0.2% +1,042 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,091,140 $125M 0.13% +221,983 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,009,372 $116M 0.04% +114,971 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 988,544 $112M 0.05% +198,358 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 806,482 $92.7M 0.13% +47,034 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 785,747 $90.3M 0.02% +11,058 13F-HR/A Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 695,950 $80M 2.1% +694,459 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 586,597 $70M 13.64% +11,573 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 533,689 $61.3M +33,535 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 532,466 $61M 0.39% +179,821 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 527,889 $60.7M -13,480 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 385,638 $44.3M 0.06% +1,881 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 329,029 $37.8M 1.81% +26,672 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 318,852 $36.6M 8.42% +6,305 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 297,540 $34.2M +134,081 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 293,576 $33.7M 0.16% +38,793 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 287,407 $33M 0.02% +10,881 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 284,639 $32.7M 11.83% +11,399 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 264,701 $30.4M 3.33% +23,252 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 256,235 $29.4M 5.23% +20,318 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 249,841 $28.7M 4.73% +10,880 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 243,712 $28M 7.71% +77,853 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 234,702 $27M 0.86% -99,784 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 213,662 $24.6M <0.01% +41,235 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 209,642 $24.1M 1.44% +3,889 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 198,206 $22.8M 4.16% +15,313 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 196,050 $22.5M 0.03% -6,905 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 193,233 $22.2M 0.12% +18,545 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 188,740 $21.7M 0.16% +13,492 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 184,688 $21.2M 0.06% -6,930 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 175,327 $20.1M 0.22% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 169,173 $19.4M 5.14% +40,447 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 168,293 $19.3M 6.65% +8,689 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 162,546 $18.3M <0.01% +17,611 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 158,316 $18.2M 0.05% +27,652 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 158,033 $18.2M 0.55% +2,014 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 157,708 $18.1M 0.21% +18,828 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 152,833 $17.6M 0.27% +40,752 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 152,054 $17.5M <0.01% +13,869 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 145,078 $16.7M 3.75% +23,146 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 140,791 $16.2M 5.59% -1,884 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 140,791 $16.2M 5.59% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 128,084 $14.7M 0.05% +91,854 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 121,344 $13.9M 0.15% +88,619 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 120,694 $13.9M 0.3% +64,599 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 105,806 $12.2M 4.35% +2,808 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 105,073 $12.1M 0.23% +13,702 13F-HR Timeline Group Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 97,079 $11.3M 3.9% -5,658 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 93,169 $10.7M 0.83% +9,410 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 85,150 $10.5M 2.25% -13,580 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 90,373 $10.4M 3.19% +560 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 79,036 $9.08M 5.85% +8,713 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 78,736 $9.05M 0.01% +15,588 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 78,687 $9.04M 2.12% +2,408 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 74,798 $8.6M 0.2% +3,730 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 73,596 $8.46M 0.1% +2,948 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 72,877 $8.37M 0.44% +1,874 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 78,707 $8.36M 1.72% +6,190 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 67,427 $7.75M 3.97% +1,197 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 66,814 $7.68M 0.29% -93 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 64,791 $7.45M 0.01% +20,176 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 64,752 $7.44M 0.04% +541 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 63,910 $7.34M 0.01% +29,815 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 58,699 $6.75M 0.08% -55,252 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 56,976 $6.55M 1.57% +2,172 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 55,082 $6.33M 0.3% -5,374 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 53,045 $6.1M 0.42% +1,055 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 51,825 $5.96M 0.34% +66 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 51,488 $5.92M 1.32% -40,680 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 50,787 $5.84M 1.67% +36 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 49,548 $5.73M 0.01% -43,567 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 49,521 $5.69M 0.61% +5,499 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 48,701 $5.6M 0.03% +4,932 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 46,687 $5.36M 1.78% +146 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 46,355 $5.33M 2.91% -7,192 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 46,306 $5.32M 0.01% -40 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 45,355 $5.21M 1.49% -2,397 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 43,582 $5.01M +22,457 Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 43,168 $4.96M 2.32% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 42,548 $4.89M 0.38% -895 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 42,232 $4.85M 0.25% +269 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 42,125 $4.84M 0.39% -217 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 41,191 $4.73M 0.27% +2,993 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 40,705 $4.68M 2.17% +10,847 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 40,377 $4.64M 0.01% +17,160 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 39,913 $4.59M -51 Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 39,242 $4.51M 0.36% -880 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 38,976 $4.48M 0.01% +14,613 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 38,506 $4.42M 0.07% +790 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 38,491 $4.42M 0.45% -59 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 37,885 $4.35M 0.03% +17,627 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 37,578 $4.32M 3.63% +2,243 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 37,234 $4.28M 1.57% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 35,816 $4.12M 0.26% +5,015 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 33,505 $3.85M 0.66% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 33,001 $3.79M 0.59% -141 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 32,518 $3.74M 0.54% -136 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 31,351 $3.6M 0.08% +9,075 13F-HR/A Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 31,123 $3.58M 2.15% +12,820 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 28,857 $3.32M 0.08% -511 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 28,819 $3.31M 0.04% -449 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 26,960 $3.1M +11,979 Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 26,618 $3.06M 0.04% +8,637 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 25,529 $2.93M 0.06% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 24,980 $2.87M 0.07% -124 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 24,681 $2.84M 0.01% +173 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 23,803 $2.74M 1.5% +6,364 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 22,778 $2.62M 0.15% +3,070 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 21,844 $2.51M 0.26% -355 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 21,649 $2.49M 1.17% +2,690 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 21,284 $2.45M 0.84% +394 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 20,921 $2.4M <0.01% 0 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 20,639 $2.37M 0.87% +6,754 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 20,436 $2.35M 0.03% +15,434 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 19,137 $2.2M 0.36% +8,894 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 18,911 $2.17M 1.65% +2,215 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 18,743 $2.15M 0.48% +260 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 18,553 $2.13M 1.06% -375 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 18,328 $2.11M 0.03% +1,716 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 17,872 $2.05M <0.01% +1,953 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17,261 $1.98M 0.1% -2,042 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,086 $1.96M 0.01% -1,149 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,853 $1.94M +15,541 Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 16,613 $1.91M 0.21% -1,803 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,410 $1.89M 0.03% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 16,221 $1.86M <0.01% new 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 15,903 $1.83M 0.1% -32,171 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,470 $1.78M <0.01% +1,642 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,703 $1.69M 0.03% +1,504 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 14,609 $1.68M 0.44% +2,792 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 14,538 $1.67M 0.02% -1,308 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,890 $1.6M 0.03% +11,022 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 13,511 $1.57M 0.17% -17,203 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 13,572 $1.56M 0.09% +6,943 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,354 $1.54M 0.01% +77 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 13,220 $1.52M 0.13% +1,569 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,164 $1.51M 0.09% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 13,046 $1.5M 0.06% -71 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 12,461 $1.43M 0.11% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 12,338 $1.42M 0.28% -76 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,021 $1.38M 0.05% +228 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 10,899 $1.25M <0.01% new 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 10,738 $1.23M 0.2% +1,287 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 10,729 $1.23M 0.81% +298 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 10,675 $1.23M 0.36% +349 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,631 $1.22M 0.04% -144 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,533 $1.21M 0.02% +7,046 13F-HR Timeline Group Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 10,222 $1.17M 0.33% -2,265 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 10,161 $1.17M 0.32% -12,422 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 10,158 $1.17M <0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 10,130 $1.16M <0.01% +1,550 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,770 $1.12M 0.04% -200 13F-HR Timeline Group PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 9,627 $1.11M 0.17% +6,890 13F-HR/A Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,474 $1.09M 0.06% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,443 $1.09M <0.01% new 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 9,146 $1.05M 0.08% +45 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,038 $1.04M 0.04% +377 13F-HR Timeline BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 8,920 $1.02M 1.03% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,784 $1.01M 0.18% +1,649 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,384 $963K 0.03% -132 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,978 $917K 0.03% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 7,507 $863K 0.56% +1,899 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,479 $859K <0.01% +1,090 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,362 $846K 0.04% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,340 $843K 0.14% +46 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,600 $758K 0.06% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,432 $741K 0.04% +298 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 6,444 $740K 0.79% -5,854 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,284 $722K <0.01% +1,969 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,281 $722K 0.06% +5 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,145 $706K <0.01% -504 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 6,141 $706K 0.15% +1,278 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,791 $665K 0.02% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,450 $626K 0.02% +1,684 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,245 $621K 0.07% 0 13F-HR Timeline Altium Investment Strategies LLC More: the full row for Altium Investment Strategies LLC 5,245 $621K 1.83% 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 5,266 $605K 0.08% -84 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 5,263 $605K 0.28% -483 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,144 $591K 0.03% -603 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,110 $587K 0.02% +2,859 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,968 $571K 0.03% +2,280 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,859 $558K 0.04% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,854 $558K 0.07% -41 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,772 $548K <0.01% -1,572 13F-HR Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,691 $539K 0.18% +5 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,538 $521K <0.01% -377 13F-HR Timeline Group CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,522 $520K 0.17% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,407 $506K 0.16% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,377 $503K 0.03% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,168 $479K 0.01% +787 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,046 $465K <0.01% +837 13F-HR Timeline Group