LPL Financial LLC More: the full row for LPL Financial LLC 25,330,337 $646M 0.15% +613,429 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 14,524,976 $371M 0.01% -1,244,655 13F-HR/A Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 14,436,001 $368M +1,735,123 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,923,298 $253M -168,870 Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 9,787,519 $250M 3.28% +457,858 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 9,727,132 $248M 1.23% +2,566,911 13F-HR/A Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 7,808,136 $199M 2.63% +22,881 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/ 7,130,294 $182M 0.01% +1,287,504 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,605,943 $143M 0.35% -358,082 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 9,729,670 $132M 1.44% +2,559,763 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,558,553 $116M 0.14% +210,102 13F-HR Timeline Group TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,428,126 $113M 14.35% +249,337 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,528,562 $90M 1.71% +142,152 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,206,173 $81.8M 1.55% +190,995 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,933,787 $74.9M 0.02% +179,410 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,763,710 $70.5M 0.86% +68,285 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,688,668 $68.6M <0.01% +139,375 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,660,661 $67.9M 4.32% +891,025 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,636,743 $66.7M 0.11% -36,694 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,585,412 $66.3M <0.01% +124,587 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,534,062 $64.7M 8.46% +853,146 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 2,469,875 $63M +103,375 Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,424,802 $61.9M 5.49% +66,800 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,350,569 $60M 2.94% -65,346 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,336,644 $59.6M 0.82% -1,362,733 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,226,732 $56.8M 0.22% +163,491 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,223,605 $56.3M 0.8% +416,473 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,205,265 $56.3M 3.76% +94,699 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 2,113,953 $53.3M 8.49% +155,469 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,060,940 $52.6M 0.31% +338,170 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,058,853 $52.5M 0.29% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,773,218 $45.3M 0.28% +752,316 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,667,791 $42.6M 0.13% -29,399 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,644,992 $42M 0.04% +25,947 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,634,324 $41.7M 0.66% +132,449 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,626,601 $41.5M 0.39% -233,996 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,533,755 $39.1M 0.18% +126,995 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 1,431,245 $36.5M 18.42% +68,665 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,420,593 $36.3M 3.23% +456 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,410,335 $36M 3.11% +89,032 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 1,382,116 $35.2M 3.03% +17,000 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,375,441 $35.1M 0.39% -26,576 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,347,217 $34.4M 2.27% +19 13F-HR/A Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 1,346,522 $34.4M 9.26% +83,010 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,301,815 $33.2M 7.76% +59,863 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 1,257,417 $32.1M 10.18% -99,034 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 1,252,023 $32M 13.48% +110,313 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,251,760 $31.9M 0.02% -15,659 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,250,683 $31.9M 0.15% +76,373 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,199,257 $30.6M 0.18% +18,591 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,190,864 $30.4M 1.33% -33,235 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 1,173,898 $30M 5.33% +118,927 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,160,764 $29.6M 2.79% +41,906 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,158,290 $29.6M 0.01% -308 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,065,592 $27.2M 0.05% +55,052 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,062,315 $27.1M 0.04% +32,460 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,059,916 $27M 1.74% +109,687 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,051,869 $26.9M 0.01% +67,637 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,044,516 $26.7M 0.23% +43,382 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,042,937 $26.6M 2.54% +84,914 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,020,207 $26M 0.06% +78,554 13F-HR/A Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 999,682 $25.5M 2.03% -1,817,950 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 990,074 $25.3M 1.26% +42,056 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 960,721 $24.5M 5.05% -4,790 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 955,598 $24.4M 0.6% +21,096 13F-HR Timeline Mueller Wealth, LLC More: the full row for Mueller Wealth, LLC 942,299 $24M 16.37% +90,906 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 852,558 $21.8M 0.04% +69,779 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 852,250 $21.7M 2.9% -378,374 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 836,300 $21.3M 0.04% -556,459 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 828,897 $21.2M 0.16% -21,263 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 821,148 $21M 0.01% +86,165 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 788,694 $20.1M 4.16% -140,025 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 746,702 $19.1M 0.41% -2,127 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 745,412 $19M 2.4% +325,826 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 743,151 $18.9M 6.42% +31,888 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 728,177 $18.6M 0.34% -228,665 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 725,561 $18.5M 3.85% +298,520 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 702,691 $17.9M 11.24% +2,541 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 693,653 $17.7M 1.95% +47,890 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 673,977 $17.2M 5.27% +1,480 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 661,720 $16.9M <0.01% +8,102 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 652,734 $16.7M 0.77% -107,962 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 637,416 $16.3M 0.52% +4,446 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 623,869 $15.9M 0.96% -484,051 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 620,079 $15.9M 0.42% +49,702 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 616,806 $15.7M 0.1% +7,255 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 587,549 $15M -112,711 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 572,792 $14.6M 0.01% +4,695 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 568,363 $14.5M 0.04% +277,668 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 560,061 $14.3M 0.07% -15,637 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 557,829 $14.2M 0.61% +104,663 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 551,730 $14.1M 7.33% +41,335 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 546,014 $13.9M 0.47% +15,076 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 540,885 $13.8M 2.08% +33,206 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 540,786 $13.8M 1.22% -57,964 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 539,412 $13.8M 0.21% 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 517,005 $13.1M 10.33% -3,942 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 485,740 $12.4M 0.29% +35,795 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 447,565 $11.4M 0.63% +63,611 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 436,917 $11.2M 6.17% -69,579 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 436,311 $11.1M 1.02% -25,593 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 413,999 $10.6M 0.65% +32,153 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 398,509 $10.2M 0.07% +329,019 13F-HR/A Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 397,513 $10.1M 1.68% +39,118 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 390,850 $9.97M 1.39% -479 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 380,279 $9.7M 0.79% -32,276 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 379,344 $9.68M 0.01% +16,559 13F-HR Timeline Group Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 374,431 $9.56M 2.18% -9,304 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 367,555 $9.38M 0.64% +16,035 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 365,012 $9.32M 0.01% -22,642 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 359,861 $9.18M 0.14% +9,163 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 357,850 $9.13M 0.36% -1,871,729 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 348,137 $8.88M 1.73% +152,978 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 338,462 $8.64M 1.68% -7,589 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 335,040 $8.55M 0.25% +1,872 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 330,153 $8.43M 0.01% -84,529 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 326,269 $8.33M 0.15% +1,048 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 320,908 $8.19M 0.13% +18,134 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 319,785 $8.16M 0.1% +20,492 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 319,185 $8.12M 5.57% -15,661 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 317,519 $8.1M 0.17% +33,998 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 315,768 $8.06M 0.12% -18,833 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 315,726 $8.06M 0.06% +26,103 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 315,144 $8.04M 0.01% -1,966 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 313,874 $8.01M 4.3% -214,983 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 312,379 $7.97M 1.3% -25,072 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 312,210 $7.96M 0.04% -6,082 13F-HR Timeline Group Values Added Financial LLC More: the full row for Values Added Financial LLC 311,768 $7.96M 2.87% -19,778 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 310,239 $7.92M 0.21% -3,906 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 309,572 $7.9M 0.68% +58,838 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 308,172 $7.89M 0.13% -326 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 308,639 $7.88M 0.51% +21,986 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 306,270 $7.82M 0.77% +5,228 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 305,674 $7.8M 0.37% +258 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 304,888 $7.78M 0.38% +10,928 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 302,598 $7.72M <0.01% +60,705 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 295,549 $7.54M 0.01% -291,216 13F-HR/A Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 294,425 $7.51M 0.11% -4,375 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 292,809 $7.47M <0.01% +32,632 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 286,978 $7.32M 1.09% +92,816 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 285,744 $7.29M 0.01% +904 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 274,050 $6.99M 0.06% +18,135 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 271,620 $6.93M 0.32% +195 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 264,698 $6.76M 1% -5,109 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 258,621 $6.6M -15,652 Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 250,600 $6.4M 1.9% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 248,385 $6.34M 0.12% +11,511 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 243,858 $6.22M 2.37% -3,472 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 243,819 $6.22M 0.11% +48,975 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 234,007 $5.97M 2.19% -3,073 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 232,618 $5.94M 0.01% +2,841 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 233,283 $5.93M 1.18% +49,916 13F-HR Timeline Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 227,458 $5.8M 4.11% -3,544 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 224,808 $5.74M 2.67% -43,019 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 222,217 $5.67M 1.6% -4,511 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 221,030 $5.64M 0.45% -4,225 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 219,883 $5.61M 0.51% +3,117 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 214,952 $5.49M 1.49% 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 213,540 $5.45M 2.85% +61,974 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 211,560 $5.4M 0.03% +2,285 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 210,919 $5.38M 1.27% -2,644 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 206,472 $5.27M 4.86% +10,596 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 206,190 $5.26M 0.01% -273,743 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 205,369 $5.24M 0.08% +8,210 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 204,300 $5.21M 0.17% +4,213 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 202,919 $5.18M 1.68% +165,826 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 194,070 $4.95M 2.2% +5,013 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 193,630 $4.94M <0.01% +147,732 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 189,626 $4.84M 0.51% -15,246 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 187,221 $4.78M 2.72% +44,538 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 185,685 $4.74M 0.23% +19,977 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 180,128 $4.6M 0.12% +1,627 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 176,811 $4.51M 2.73% -251,909 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 169,866 $4.33M 0.07% +7,738 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 167,695 $4.28M 1.43% +6,395 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 158,186 $4.04M 0.42% +7,911 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 156,938 $4.01M 0.01% +53,141 13F-HR Timeline Group Auour Investments LLC More: the full row for Auour Investments LLC 155,439 $3.97M 1.14% +1,670 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 153,010 $3.9M 0.02% -14,665 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 148,926 $3.8M 0.39% -21,329 13F-HR Timeline Group PCB Capital LLC More: the full row for PCB Capital LLC 147,090 $3.75M 4.57% +29,284 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 146,946 $3.75M 0.41% +7,901 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 145,679 $3.72M 0.64% -835 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 144,942 $3.7M 0.62% +18,695 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 142,232 $3.63M 1.39% -747 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 141,842 $3.62M 0.04% +19,570 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 135,518 $3.46M 0.33% +6,971 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 134,817 $3.44M 2.26% +2,639 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 133,412 $3.4M 1.24% +32,497 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 131,894 $3.37M 0.11% +8,330 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 129,940 $3.32M 0.16% -6,169 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 125,699 $3.21M <0.01% -135,661 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 124,724 $3.18M 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 123,328 $3.15M 0.11% +9,366 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 123,141 $3.14M 1.07% +27,092 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 119,655 $3.05M 0.11% +35,195 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 119,499 $3.05M 0.22% +1,814 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 118,943 $3.04M 1.79% -52 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 114,092 $2.91M 0.74% +1,163 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 106,260 $2.71M 0.41% +1,025 13F-HR Timeline