LPL Financial LLC More: the full row for LPL Financial LLC 8,857,722 $1.06B 0.24% +524,772 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,062,120 $127M 0.22% -32,191 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/ 939,694 $112M 0.01% -49,885 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 882,645 $105M 0.01% -40,590 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 804,140 $96M 0.02% -42,715 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 732,397 $87.3M 1.27% +50,101 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 626,233 $67.5M 0.2% +311,923 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 554,547 $66.1M 3.2% +15,235 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 538,759 $64.2M 4.11% +493,819 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 518,242 $61.7M 0.06% +44,190 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 403,762 $48.1M 1.14% -29,946 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 403,692 $48.1M 4.36% -14,624 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 380,346 $45.3M 2.36% +37,374 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 365,342 $43.5M 3.46% +172,559 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 352,536 $42M 1.05% +19,037 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 352,106 $41.9M 1.24% -124 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 317,677 $37.8M 0.01% +21,641 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 300,728 $35.8M 0.03% -13,939 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 286,594 $34.1M 3.75% new 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 282,114 $33.6M -46,279 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 273,222 $32.6M 0.04% -11,512 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 256,942 $30.6M 0.03% -44,429 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 254,137 $30.3M 1.11% +4,309 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 230,151 $27.4M 4.46% +2,496 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 232,974 $27.4M 0.01% +25,244 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 216,097 $25.7M <0.01% -76,322 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 206,257 $24.6M 0.83% +2,576 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 205,387 $24.5M 0.29% -5,494 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 203,898 $24.3M 1.03% -208 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 179,787 $21.4M 3.36% +2,911 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 179,671 $21.4M 0.01% -19,381 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 168,328 $20.1M 0.03% -6,687 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 164,987 $19.7M 2.07% +1,453 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 164,196 $19.6M 0.09% +5,587 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 151,367 $18M 0.11% -30,799 13F-HR Timeline Group TIAA group of 4 filers holding More: the full row for TIAA 140,134 $16.7M +14,159 Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 131,839 $15.7M 6.06% -1,980 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 125,342 $14.9M <0.01% +25,297 13F-HR Timeline Group Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 120,589 $14.4M 1.48% +2,352 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 120,013 $14.3M 0.07% +13,999 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 119,563 $14.2M 3.77% -62,714 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 111,228 $13.3M 1.73% +83,510 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 109,766 $13.1M <0.01% -5,271 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 107,751 $12.8M -1,011 Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 104,727 $12.5M 0.76% +12,945 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 102,047 $12.2M 1.74% -719 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 101,204 $12.1M 0.49% -3,109 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 98,823 $11.8M 0.1% -445 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 95,010 $11.3M 0.32% +766 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 88,793 $10.6M 0.01% +8,337 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 85,532 $10.2M 0.19% +3,160 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 85,007 $10.1M 0.04% +420 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,540 $10M 1.07% new 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 83,841 $9.72M 1.55% +1,376 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 80,325 $9.57M 1.57% -2,802 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 79,642 $9.49M 3.51% +1,221 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 78,831 $9.39M 3.84% +2,711 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 78,256 $9.32M 2.11% +2,816 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 77,246 $9.2M 0.59% +182 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 76,893 $9.16M 0.56% +336 13F-HR Timeline Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 75,788 $9.03M 3.7% +18,698 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 75,460 $8.99M 0.77% -513 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 76,168 $8.86M 0.01% +18,385 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 74,342 $8.86M 3.45% +15,181 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 74,006 $8.82M 0.06% +60 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 72,747 $8.67M 0.03% +821 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 70,704 $8.42M 5.3% +541 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 70,377 $8.38M 0.16% -1,116 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 69,785 $8.31M 0.74% -3,127 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 67,025 $7.98M 0.43% -22 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 66,065 $7.87M 1.88% -465 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 60,445 $7.2M 2.11% -37 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 60,148 $7.17M 0.01% +29,083 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 59,885 $7.13M 0.25% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 59,507 $7.09M 0.03% +55,893 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 59,426 $7.08M 0.01% -4,968 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 58,994 $7.03M <0.01% +1,235 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 58,728 $7M 0.02% -9,024 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 58,309 $6.95M 0.01% +40,906 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 58,013 $6.91M 0.01% +7,550 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 56,967 $6.79M 1.1% -1,369 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 55,293 $6.59M 2.92% -349 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 53,910 $6.42M 0.01% -2,770 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 53,858 $6.42M 1.8% +2,592 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 53,306 $6.35M 2.23% +2,346 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 51,100 $6.09M <0.01% -148,900 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 50,899 $6.06M 0.07% -1,047 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 50,818 $6.05M 2.5% -1,225 13F-HR Timeline Financial Concepts Unlimited, Inc. More: the full row for Financial Concepts Unlimited, Inc. 49,817 $5.93M 4.65% +293 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 49,741 $5.93M 0.06% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 48,753 $5.81M 0.1% -1,023 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 48,685 $5.8M 0.96% -571 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 48,626 $5.79M 0.36% +2,006 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 48,447 $5.77M 3.56% +18,573 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 48,442 $5.77M 2.88% +1,773 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 48,384 $5.76M 1.82% -70,655 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 49,303 $5.76M 3.51% +669 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 47,644 $5.68M 0.12% -198 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 47,404 $5.65M <0.01% -2,948 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 46,919 $5.59M 2.01% +926 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 45,748 $5.45M 3.14% -896 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 45,422 $5.41M 0.1% -562 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 45,091 $5.37M 0.22% +7,973 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 45,049 $5.37M 0.01% +8,385 13F-HR/A Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 44,748 $5.33M 0.76% -1,543 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 44,715 $5.33M 0.07% +503 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 42,817 $5.1M 4.23% +5,307 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 42,739 $5.09M 0.04% -522 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 41,737 $4.97M 0.51% +2,002 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 41,246 $4.91M 0.95% -20,897 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 41,878 $4.8M 0.1% +1,302 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 39,540 $4.71M 0.11% +1,953 13F-HR Timeline Group Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 39,530 $4.71M 2.17% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 39,462 $4.7M 0.15% +3,383 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 38,475 $4.58M 0.01% -6,488 13F-HR/A Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 38,164 $4.55M 0.06% -3,557 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 36,634 $4.36M 0.16% +36,109 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 35,035 $4.17M 0.76% +389 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 34,642 $4.13M 0.02% -3,114 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 33,455 $3.99M 0.06% 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 32,224 $3.84M 0.21% +1,097 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 32,118 $3.83M 0.15% +6,109 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 31,962 $3.81M 0.32% -2,912 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 31,628 $3.77M <0.01% +1,063 13F-HR Timeline Group STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 30,994 $3.69M 0.7% +9,173 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 30,936 $3.69M 0.25% -78 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 30,829 $3.67M 0.02% +1,751 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 30,451 $3.63M 0.03% +23,675 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 30,443 $3.63M 0.18% +4,922 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 30,213 $3.6M 2.16% +1,163 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 29,898 $3.56M 1.54% -950 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 29,812 $3.55M 0.41% +1,361 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 29,753 $3.54M 0.24% +56 13F-HR Timeline Collier Financial More: the full row for Collier Financial 29,352 $3.5M 2.39% +7,002 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 28,736 $3.42M 0.13% +11,320 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 27,733 $3.3M 0.94% +178 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 27,650 $3.29M 0.06% +14,258 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 27,009 $3.22M 0.07% +337 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 26,606 $3.17M 0.29% -1,534 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 26,017 $3.1M 1.85% -2,578 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 25,977 $3.09M 1.66% -278 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 25,898 $3.09M +11,941 Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 25,568 $3.05M 0.07% +4,832 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 25,282 $3.01M 1.27% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 25,280 $3.01M 0.08% +5 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 25,176 $3M 0.44% -612 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 24,928 $2.97M 0.24% -262 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 23,858 $2.84M 0.11% -822 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 23,686 $2.82M 2.6% +191 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 23,614 $2.81M 0.03% -146 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 24,077 $2.8M 1.23% -565 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 23,430 $2.79M <0.01% +2,305 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 23,424 $2.79M <0.01% -399 13F-HR Timeline Group Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 23,981 $2.77M 1.07% -1,090 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 23,168 $2.76M 0.04% +42 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 23,085 $2.75M 1.11% -2,256 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 23,013 $2.74M 0.08% -478 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 22,526 $2.68M 2.03% +222 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 22,423 $2.67M 1.21% -18 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 22,201 $2.64M 1.41% -18 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 21,745 $2.59M 0.36% +500 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 21,626 $2.58M 0.53% -1,558 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 21,573 $2.57M 0.02% -17,038 13F-HR/A Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 20,522 $2.44M 0.56% -169 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 19,331 $2.3M 0.66% -1,872 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 19,308 $2.3M 0.15% new 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 19,215 $2.29M 0.8% -301 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 19,152 $2.28M 0.09% -25,966 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 18,975 $2.26M 0.34% +5 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 18,971 $2.26M 0.73% new 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 18,674 $2.22M 1.87% +918 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 18,158 $2.16M 0.33% -532 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 18,119 $2.16M 0.69% -1,295 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 18,038 $2.15M 0.43% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 17,315 $2.06M 1.68% +1,850 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 16,987 $2.02M 0.25% -268 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,750 $2M 0.03% -75 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 16,388 $1.95M 0.01% -2,625 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 16,144 $1.92M 0.39% -29 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 15,987 $1.9M 0.28% +270 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 15,860 $1.89M 0.24% -157 13F-HR/A Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 15,701 $1.87M 0.49% -249 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 15,651 $1.86M <0.01% +1,207 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 15,533 $1.81M 0.49% +3,139 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 14,694 $1.75M +7,347 Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 14,672 $1.75M -3,110 Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,829 $1.65M 0.05% -7,816 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 13,506 $1.61M 1.05% +515 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 13,456 $1.6M 1.02% new 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 13,434 $1.6M 1.07% +34 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 13,325 $1.59M 0.08% +32 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 13,234 $1.58M 0.28% -622 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 13,209 $1.57M 0.04% +13,206 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 13,173 $1.57M 0.98% +26 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,298 $1.57M <0.01% +462 13F-HR Timeline Group Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 13,125 $1.56M 2.02% +1,982 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,108 $1.56M 0.01% +83 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 13,003 $1.55M 0.02% -13,019 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 12,850 $1.53M -108 Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 12,774 $1.52M 0.63% +388 13F-HR Timeline