LPL Financial LLC More: the full row for LPL Financial LLC 39,178,649 $4.09B 1.2% +1,320,306 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 17,992,952 $1.88B 3.59% -1,244,062 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,228,012 $1.49B 0.22% +10,705,194 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,722,978 $1.23B +666,407 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,394,840 $1.19B 5.27% +45,989 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,914,602 $1.04B 0.24% +61,348 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,279,762 $865M 0.05% +64,708 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,510,197 $576M 0.04% -132,484 13F-HR/A Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,336,660 $558M 7.33% -295,676 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,242,970 $548M 4.03% -109,790 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,645,016 $485M 6.28% +52,840 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,769,364 $480M 3.26% +402,591 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 4,488,013 $469M 3.83% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,248,155 $444M 0.09% -14,623 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,970,236 $415M 0.13% +144,539 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,828,393 $400M 9.13% -67,359 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,673,763 $384M 5.13% +577,907 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,538,081 $372M 10.36% +156,423 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,528,500 $369M 10.1% -97,669 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/ 3,380,132 $353M 0.03% -48,733 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 3,355,183 $351M +167,183 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,195,915 $334M 0.39% +493,575 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,010,419 $315M 2.01% +292,482 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,974,157 $311M 0.06% +487,148 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,774,152 $290M 0.87% +113,156 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,654,005 $277M 0.05% +129,134 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,565,787 $268M 16.61% +124,041 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,576,780 $260M 0.36% +96,085 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,409,738 $252M 0.34% +350,144 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,373,083 $248M 0.28% +57,888 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,133,192 $223M 4.03% -54,529 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,068,650 $216M 1.06% -375,882 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,038,786 $213M 0.52% +7,890 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,927,557 $202M -1,898 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,898,383 $198M 2.16% +61,815 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,875,061 $196M 8.7% +151,459 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,852,254 $194M 0.01% -64,834 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,619,878 $169M 0.22% -42,646 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,580,037 $165M 1% -62,660 13F-HR/A Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,527,305 $160M 5.48% -51,151 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,522,553 $159M 5.78% +23,175 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,438,342 $150M 16.26% -33,772 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,386,615 $145M 2.21% +32,534 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,342,431 $140M 0.09% +19,541 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,331,083 $139M 0.18% +45,514 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,299,719 $136M 12.81% -2,021 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,237,670 $129M 0.15% +42,324 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,223,743 $128M 2.19% +35,290 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,174,652 $123M 4.21% -27,650 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,101,125 $115M 9.92% -38,839 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,055,479 $110M 0.1% +116,712 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,046,805 $109M 10.89% +14,900 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,020,620 $107M 0.28% +20,281 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,016,284 $106M 0.67% -68,993 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 987,850 $103M 1.63% -2,089 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 979,578 $102M 0.92% +24,588 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,031,908 $98.4M 10.87% -71,634 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 917,608 $95.9M 4.17% -41,928 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 881,251 $95.7M +40,393 Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 903,546 $94.4M 0.9% -145,544 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 875,270 $91.5M 13.29% +24,182 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 871,941 $91.1M 6.2% +148,334 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 866,834 $90.6M 21.82% +19,011 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 830,316 $86.8M 12.42% +11,360 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 825,616 $85.8M 0.14% +70,423 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 814,248 $85.1M 0.85% +27,368 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 807,463 $84.4M 14.87% +136,200 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 799,994 $83.6M 8.38% -286,551 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 740,084 $77.3M 0.87% +91,278 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 736,594 $77M 0.06% +1,429 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 729,730 $76.3M 0.55% -4,124 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 713,704 $74.6M 0.2% +53,230 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 708,945 $74.1M 1.11% +689,473 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 706,472 $73.8M 15.46% +34,487 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 684,950 $71.6M 3.61% -31,058 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 674,839 $70.5M 22.77% +1,625 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 633,446 $66.2M 1.37% -195,795 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 623,597 $65.2M 12.79% -16,998 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 619,161 $64.7M 10.92% +28,118 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 601,566 $62.9M 0.11% +302,395 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 576,979 $60.3M 5.3% +5,200 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 568,023 $59.4M +68,561 Timeline Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 564,911 $59M 26.62% -7,050 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 559,378 $58.5M 1.48% +7,238 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 555,110 $58.1M 0.09% -7,602 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 541,535 $56.6M 8.5% +116,717 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 512,373 $53.5M 4.42% -24,371 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 504,155 $52.7M 7.39% +29,007 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 501,035 $52.4M 3% +5,250 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 499,985 $52.3M +98,046 Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 494,929 $51.7M 4.25% +594 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 494,220 $51.7M 0.47% -31,081 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 483,951 $50.6M 0.12% -108,573 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 477,030 $49.9M 0.39% +9,790 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 476,783 $49.8M 5.14% -10,750 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 473,154 $49.1M 0.03% +58,865 13F-HR Timeline Group TRUEFG, LLC More: the full row for TRUEFG, LLC 448,683 $46.9M 12.96% -23,297 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 426,655 $44.6M 0.01% -3,131,256 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 418,583 $43.7M +156,739 Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 417,295 $43.6M 1.87% +13,892 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 413,795 $43.2M 6% -20,585 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 410,427 $42.9M 3.19% +33,639 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 401,200 $41.9M 8.28% +6,031 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 394,516 $41.2M 8.04% +5,173 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 392,550 $41M 6.66% -11,389 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 391,209 $40.9M 12.27% -73,275 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 388,422 $40.6M 0.56% +27,083 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 384,190 $40.1M 0.08% +266,820 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 373,074 $39M 3.71% -12,112 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 369,859 $38.7M 20.88% -4,169 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 369,186 $38.6M 9.92% -2,263 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 368,769 $38.5M 21.01% +12,522 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 367,992 $38.5M 2.03% +2,330 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 358,711 $37.5M 0.34% -12,319 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 346,517 $36.2M 6.07% -5,154 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 345,191 $36.1M 2.76% +6,724 13F-HR/A Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 338,792 $35.4M 4.11% -6,797 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 337,284 $35.2M 7.42% -14,696 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 333,874 $34.9M 3.78% +28,693 13F-HR/A Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 330,509 $34.5M 0.69% +20,942 13F-HR Timeline Group Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 327,197 $34.2M 11.04% -47,491 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 325,725 $34M 0.15% +31,387 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 324,684 $33.9M 4.12% +22,056 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 322,109 $33.7M 0.68% -21,566 13F-HR/A Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 321,743 $33.6M 12.05% +29,634 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 321,485 $33.6M 16.97% -7,072 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 320,526 $33.5M 13.4% -2,277 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 319,383 $33.4M 0.85% -360 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 314,980 $32.9M 1.27% -6,231 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 313,521 $32.8M 15.37% -79,078 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 312,143 $32.6M 2.54% -3,629 13F-HR/A Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 306,114 $32M 10.35% +3,755 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 307,290 $32M 6.29% -12,994 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 301,335 $31.5M 0.54% +17,079 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 293,303 $30.7M 0.44% +20,709 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 285,190 $30.5M 6.39% +9,702 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 284,533 $29.7M 9.19% -140,694 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 280,106 $29.3M 3.92% +5,654 13F-HR Timeline CX Institutional More: the full row for CX Institutional 271,009 $28.3M 0.86% -74,785 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 265,615 $27.8M 2.4% +31,040 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 264,199 $27.6M 2.4% -969 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 255,612 $26.7M 0.32% -17,593 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 254,136 $26.6M 0.44% +26,756 13F-HR Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 252,958 $26.4M 2.77% -16,679 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 252,467 $26.4M 0.16% -18,765 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 250,103 $26.1M 0.4% +15,122 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 249,948 $26.1M 0.15% +15,194 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 248,762 $26M 1.84% -18,587 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 244,750 $25.6M 17.31% +3,813 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 243,173 $25.4M 2.31% -1,239 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 237,673 $24.8M 1.44% +11,580 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 235,788 $24.6M 10.56% -10,791 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 233,010 $24.4M 0.31% -226 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 232,357 $24.3M 0.08% -45,383 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 232,085 $24.3M 3.08% -2,413 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 227,687 $23.8M 1.82% +3,489 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 286,257 $23.7M 3.32% +13,807 13F-HR Timeline Collier Financial More: the full row for Collier Financial 226,555 $23.7M 17.81% 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 225,985 $23.6M 0.79% -8,877 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 223,125 $23.3M 12.13% +6,784 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 248,075 $23.3M 10.24% -3,575 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 222,959 $23.3M 3.42% +341 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 222,448 $23.2M 11.7% -1,588 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 219,521 $22.9M 13.69% -2,358 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 219,314 $22.9M 10.8% +191 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 217,467 $22.7M 7.59% -46,895 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 217,231 $22.7M 1.83% +5,087 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 214,757 $22.4M 0.65% +62,220 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 210,785 $22M -11,761 Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 207,251 $21.7M 10.33% +5,856 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 206,190 $21.5M 3.07% -4,089 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 204,355 $21.4M 12.23% -4,614 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 203,670 $21.3M 0.03% -24,880 13F-HR/A Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 202,043 $21.1M 0.6% -16,176 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 200,719 $21M 3.88% +7,587 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 200,549 $21M 11.51% -1,932 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 199,078 $20.8M 0.88% +31,747 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 199,058 $20.8M 0.87% +1,802 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 196,154 $20.5M 0.41% -7,476 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 196,094 $20.5M 0.16% +170,048 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 192,279 $20.1M 3.2% -1,877 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 191,257 $20M 2.77% -10,199 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 190,786 $19.9M 4.96% -2,094 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 189,168 $19.8M 3.36% -8,445 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 188,545 $19.7M 2.98% -96,679 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 188,000 $19.6M 5.18% -2,798 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 187,096 $19.6M 10.26% +495 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 234,077 $19.4M 10.55% -11,612 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 179,674 $18.8M 0.93% +27,911 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 179,580 $18.8M 2.2% +6,102 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 176,495 $18.4M 4.17% -74,677 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 175,294 $18.3M 4.63% -4,532 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 173,919 $18.2M 0.85% +9,306 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 168,169 $17.6M 0.81% +20,409 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 168,004 $17.6M 6.54% +439 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 165,761 $17.3M 5.05% -2,029 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 165,447 $17.3M 0.21% +35,202 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 162,081 $16.9M +8,188 Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 161,410 $16.9M 5.16% +9,123 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 160,508 $16.8M 5.39% +8,317 13F-HR Timeline