LPL Financial LLC More: the full row for LPL Financial LLC 40,632,371 $4.83B 1.09% +801,892 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,355,720 $1.95B 3.46% -1,046,369 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 15,917,623 $1.89B 0.2% +896,243 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,803,596 $1.29B 0.26% +549,131 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 10,545,678 $1.25B 5.34% -1,863,953 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/ 10,387,210 $1.24B 0.08% +7,256,654 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,633,276 $1.15B +914,744 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,569,500 $1.14B 0.06% +25,761 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,552,636 $661M 7.24% -836,207 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,588,841 $656M 0.04% -90,425 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,738,201 $564M 5.98% -146,137 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,531,390 $536M 3.2% -136,207 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,329,392 $515M 0.14% +172,289 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 4,211,914 $501M 3.75% -48,454 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 4,192,808 $499M -695,121 Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,811,664 $454M 3.37% -5,011 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,667,167 $436M 10.3% -14,713 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,606,979 $429M -152,341 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,452,793 $411M 0.07% +666,558 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,532,162 $405M +1,865,500 Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,398,409 $404M 7.67% -30,708 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,317,734 $395M 0.07% +133,324 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,263,810 $388M 0.35% +185,929 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,158,745 $376M 0.29% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,969,896 $353M 1.65% -99,142 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,888,101 $344M 8.43% -61,999 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,813,228 $335M 18.65% +26,747 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 2,986,077 $324M 0.95% +1,491,225 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,619,648 $312M 1.43% +429,122 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,612,899 $311M 0.37% +37,246 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,587,784 $308M 0.36% +266,501 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,463,414 $293M 0.28% +36,105 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,445,430 $291M 1.63% -321,694 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,326,724 $277M 4.02% +132,109 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,295,436 $273M 0.15% +905,976 13F-HR Timeline Group TIAA group of 4 filers holding More: the full row for TIAA 2,269,267 $270M +367,905 Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,170,139 $258M 9.55% +57,996 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,934,606 $230M 2.17% -5,727 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,812,961 $216M 0.01% -35,687 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,789,081 $213M 5.68% +67,524 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,776,289 $211M 0.18% -10,678 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,736,874 $207M 0.26% +224,565 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,608,668 $191M 2.32% +825 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,565,016 $186M 0.91% +491,733 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,531,390 $182M 16.09% +28,949 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,573,727 $181M 0.07% +643,589 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,489,560 $177M 5.23% +50,393 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,429,611 $170M 3.39% -24,747 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,400,992 $167M 14.39% +12,275 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,352,196 $161M 10.23% +140,459 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,334,292 $159M 0.32% +213,785 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,320,719 $157M 1.43% -55,179 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,308,727 $156M 12.06% -16,237 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,269,168 $151M 0.16% +65,942 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,217,314 $145M 0.72% +168,795 13F-HR/A Timeline First National Trust Co More: the full row for First National Trust Co 1,163,640 $138M 4.7% -15,247 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,129,673 $134M 0.17% +214,549 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,127,958 $134M 5.14% -167,471 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,064,857 $127M 6.49% +14,638 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 983,337 $117M 0.68% -6,578 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 914,234 $109M 12.38% +30,730 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 911,956 $109M 1.43% -62,741 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 869,331 $103M 14.95% +1,267 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 857,497 $102M 7.55% -56,401 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 836,240 $99.5M 0.1% -529,342 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 817,671 $97.3M 7.74% +318,241 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 807,405 $96.1M 0.06% +79,703 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 798,372 $95M 8.13% -108,504 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 794,989 $94.4M 3% -9,604 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 767,816 $91.4M +337,624 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 765,741 $91.1M 1.94% +113,622 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 751,735 $89.4M +13,140 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 740,826 $88.2M 0.2% -330,617 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 739,299 $88M 0.12% -117,531 13F-HR/A Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 733,889 $87.3M 1.67% +167,069 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 726,177 $86.4M 3.04% +58,533 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 693,472 $82.5M 0.16% +270,857 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 693,192 $82.5M 0.9% +35,198 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 681,977 $81.1M 10.45% +44,525 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 670,729 $79.8M 16.1% -92,124 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 669,039 $79.6M 0.47% -45,203 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 646,841 $77M 3.28% -7,973 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 631,032 $75.1M 7.95% +88,022 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 612,211 $72.8M 19.64% -30,743 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 598,201 $71.2M 6% 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 573,709 $68.3M 1.07% +45,356 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 550,470 $65.5M 0.77% -22,587 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 549,195 $65.3M 3.26% +2,750 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 536,798 $63.9M 0.4% +6,947 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 536,479 $63.8M 1% +10,978 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 506,680 $60.3M 0.03% +58,638 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 502,083 $59.7M +37,992 Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 496,052 $59M 3.94% -4,504 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 475,059 $56.5M 11% -4,746 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 471,923 $56.2M 0.09% -8,264 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 460,749 $54.8M 0.66% +10,088 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 459,393 $54.7M 3.99% -27,732 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 457,032 $54.4M 12.7% +2,372 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 454,743 $54.1M 3.05% +103,730 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 454,381 $54.1M 2.02% +5,754 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 449,619 $53.5M 4.86% -21,169 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 442,924 $52.7M 3.13% +60,285 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 440,278 $52.4M 1.81% -9,923 13F-HR Timeline Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 429,682 $51.1M 20.95% -75,204 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 422,918 $50.3M -15,551 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 419,977 $50M 2.47% +105,840 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 412,059 $49M 7.54% +3,844 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 411,904 $49M 0.01% -95,680 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 410,139 $48.8M 4.84% +16,378 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 408,040 $48.6M 3.99% +2,832 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 409,311 $48.5M 8.41% +103,398 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 399,148 $47.5M 0.35% +16,956 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 335,055 $47.3M 5.65% -91,619 13F-HR Timeline TLWM More: the full row for TLWM 389,066 $46.3M 7.53% +512 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 385,712 $45.9M 0.73% -12,447 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 384,104 $45.7M 0.14% -35,853 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 380,113 $45.2M 0.25% +277,480 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 378,474 $45M 7.59% +22,900 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 376,350 $44.8M 20.83% -4,761 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 373,603 $44.5M 7.36% +431 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 370,959 $44.1M 1.44% -21,151 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 370,318 $44.1M 7.36% +14,839 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 369,041 $43.9M 20.79% +4,158 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 359,819 $43.2M 0.07% -16,730 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 360,528 $42.9M 9.27% +7,980 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 356,590 $42.4M 1.34% +10,425 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 352,803 $42M 8.64% -31,796 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 350,980 $41.8M 11.32% +1,372 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 348,013 $41.4M 17.09% +15,668 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 332,683 $39.6M 2.14% +3,727 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 332,462 $39.6M 0.34% +8,274 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 326,305 $38.8M 0.72% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 323,310 $38.5M 5.11% -7,006 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 318,096 $37.9M 2.43% -6,942 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 315,334 $37.5M 14.61% -6,211 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 313,160 $37.3M 7.63% -3,806 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 306,162 $36.4M 8.02% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 305,652 $36.4M 2.46% +3,171 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 303,229 $36.1M 0.74% +610 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 299,523 $35.6M 6.86% -354,797 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 298,651 $35.5M 0.19% +293,225 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 291,147 $34.6M 14.61% +11,344 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 286,828 $34.1M 4.1% -8,336 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 286,742 $34.1M 2.59% +1,196 13F-HR Timeline CX Institutional More: the full row for CX Institutional 283,258 $33.7M 0.97% +623 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 279,808 $33.3M 3.31% +925 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 278,219 $33.1M 3.48% +8,540 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 280,638 $33M 3.61% +5,815 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 272,765 $32.5M 9.5% -14,665 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 272,371 $32.4M 10.31% +3,429 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 268,041 $31.9M 0.34% +29,295 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 266,058 $31.7M 15.06% +16,937 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 261,498 $31.1M 0.88% +20,006 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 261,997 $31.1M 9.82% +1,709 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 257,653 $30.7M 1.98% +19,587 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 261,755 $30.5M 3.47% +68,250 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 255,300 $30.4M 3.18% +6,974 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 251,999 $30M 5.47% +50,871 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 249,942 $29.7M 6.9% -1,863 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 249,537 $29.7M 12.87% +8,436 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 249,354 $29.7M +2,208 Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 246,422 $29.3M 3.43% -23,634 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 246,154 $29.3M 10.53% +150,800 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 244,049 $29M 14.49% +10,456 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 241,209 $28.7M 1.01% +241,113 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 238,456 $28.4M 2.15% +20,083 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 233,299 $27.8M 3.54% -949 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 233,134 $27.7M 3.24% +3,236 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 232,359 $27.6M 1.78% -6,893 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 231,088 $27.5M 9.92% -34,040 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 231,019 $27.5M 2.8% +11,626 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 230,868 $27.5M 9.64% -4,809 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 229,926 $27.4M 13.46% +11,702 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 228,502 $27.2M 0.26% -6,798 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 228,071 $27.1M <0.01% -2,654 13F-HR Timeline Group GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 227,928 $27.1M 12.12% +6,466 13F-HR Timeline Beutel, Goodman & Co Ltd. 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Inc More: the full row for Hofer & Associates. Inc 207,313 $24.7M 11.93% -607 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 207,305 $24.7M 9.83% -29,610 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 206,823 $24.6M 0.42% -4,675 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 206,213 $24.5M 10.63% -35,438 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 205,613 $24.5M 4.38% -2,160 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 202,687 $24.1M 0.89% +2,303 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 199,584 $23.7M 0.44% +10,868 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. 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