LPL Financial LLC More: the full row for LPL Financial LLC 40,217,777 $4.29B 1.17% +1,039,128 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 17,287,655 $1.84B 3.49% -705,297 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 16,219,528 $1.73B 0.1% +7,939,766 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,387,316 $1.54B 0.22% +159,304 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 12,384,946 $1.32B 5.43% +990,106 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,901,110 $1.27B +178,132 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,307,593 $1.1B 0.25% +392,991 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,768,335 $615M 0.04% +258,138 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,389,258 $575M 7.28% +52,598 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,910,340 $524M 3.58% -332,630 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,661,198 $497M 6.13% +16,182 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,781,932 $489M 3.17% +12,568 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 4,440,041 $474M 3.81% -47,972 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,030,332 $430M 0.13% +60,096 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,018,317 $429M 0.03% +638,185 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,835,955 $409M 4.02% +162,192 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 3,761,650 $401M +406,467 Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,690,972 $394M 8.69% -137,421 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,688,225 $394M 10.47% +159,725 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,605,347 $385M -642,808 Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,498,263 $373M 10.16% -39,818 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,098,659 $331M 0.36% -97,256 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,944,495 $314M 0.06% -29,662 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,942,685 $314M 1.8% -67,734 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,843,217 $303M 0.82% +69,065 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,687,977 $287M 17.69% +122,190 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,662,065 $284M 0.38% +252,327 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,489,039 $266M 0.05% -164,966 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,423,328 $259M 0.38% -153,452 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,378,570 $254M 0.28% +5,487 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,176,695 $232M 1.09% +108,045 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,095,412 $224M 3.78% -37,780 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,942,123 $207M 9.01% +67,062 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,845,611 $197M 2.09% -52,772 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,837,377 $196M 0.01% -14,877 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,732,133 $185M 0.44% -306,653 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,729,269 $185M 0.17% +673,790 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,625,592 $173M 0.23% +5,714 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,521,672 $162M 0.92% -58,365 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,494,408 $161M +613,157 Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,507,349 $161M 2.32% +120,734 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,502,485 $160M 0.19% +171,402 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,473,080 $157M 14.43% +173,361 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,466,667 $156M 5.47% -55,886 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,460,801 $156M 16.55% +22,459 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,356,785 $145M 10.62% +255,660 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,342,569 $143M 1.59% +602,485 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,263,714 $135M 0.09% -78,717 13F-HR/A Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,255,269 $134M 2.23% +31,526 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,204,708 $129M 0.16% -32,962 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 1,172,094 $125M 4.17% -2,558 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,105,609 $118M 0.29% +84,989 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,104,283 $118M 11.25% +57,478 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 997,415 $106M 0.65% -18,869 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 994,160 $106M 0.88% +90,614 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 983,706 $105M 1.59% -4,144 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 982,199 $105M 9.93% -49,709 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 969,914 $103M 6.1% +97,973 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 929,551 $99.2M 0.8% +115,303 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 879,513 $93.8M 0.13% +53,897 13F-HR/A Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 813,751 $93.7M 15.62% +6,288 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 869,548 $92.8M 7.11% +69,554 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 852,783 $91M 20.6% -14,051 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 847,510 $90.4M 0.15% +245,944 13F-HR Timeline Group Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 819,440 $87.4M 12.16% -10,876 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 808,518 $87.2M -1,119,039 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 791,024 $84.4M 1% -188,554 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 763,821 $81.5M 16.36% +57,349 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 724,675 $77.3M 0.06% -11,919 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 722,548 $77.1M 0.54% -7,182 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 715,960 $76.4M 0.2% +2,256 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 674,231 $71.9M 1.03% -34,714 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 668,534 $71.3M 21.82% -6,305 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 666,209 $71.1M 3.43% -18,741 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 642,750 $68.6M 1.51% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 629,602 $67.2M +61,579 Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 619,961 $66.1M 10.37% +800 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 595,542 $63.5M 1.2% -37,904 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 590,931 $63.1M 0.04% +117,777 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 583,434 $62.3M 1.51% +24,056 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 579,137 $61.8M 5.54% +2,158 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 551,537 $59.4M 0.08% -3,573 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 542,690 $57.9M 8.45% +1,155 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 538,799 $57.5M 7.47% +34,644 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 537,327 $57.3M 0.46% +43,107 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 515,922 $55M 3.09% +14,887 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 512,845 $54.7M 0.82% +219,542 13F-HR Timeline Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 502,853 $53.7M 24% -62,058 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 499,979 $53.3M 4.22% -12,394 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 489,110 $52.2M 4.13% -5,819 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 482,080 $51.7M 0.09% +97,890 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 471,522 $50.3M 0.37% -5,508 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 467,832 $49.9M 5.05% -8,951 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 445,038 $47.5M +328,419 Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 442,944 $47.3M 12.68% -5,739 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 441,368 $47.1M -58,617 Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 434,944 $46.4M 1.93% +17,649 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 428,347 $45.7M 2.1% 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 426,339 $45.5M +7,756 Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 423,033 $45.1M 0.61% +34,611 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 417,190 $44.5M 0.1% -66,761 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 399,911 $42.7M 8.06% +5,395 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 397,094 $42.4M 5.91% -16,701 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 394,930 $42.1M 3.04% -15,497 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 382,010 $40.8M 3.78% +8,936 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 380,325 $40.6M 7.63% -20,875 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 378,665 $40.4M 0.02% +274,585 13F-HR/A Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 377,223 $40.2M 1.86% +9,231 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 374,844 $40M 20.58% +6,075 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 371,648 $39.7M 0.34% +12,937 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 359,459 $38.4M 20.58% -10,400 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 353,198 $37.7M 8.37% +251,181 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 349,716 $37.3M 2.76% +4,525 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 344,627 $37.3M 8.79% -24,559 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 346,339 $37M 7.48% +9,055 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 341,218 $36.4M 5.92% -5,299 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 341,080 $36.4M 7.47% 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 340,414 $36.3M 5.75% -52,136 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 335,597 $35.8M 4.02% +1,723 13F-HR/A Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 333,846 $35.6M 3.98% -4,946 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. 333,328 $35.6M 0.68% +2,819 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 333,250 $35.6M 0.63% +11,141 13F-HR/A Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 330,730 $35.3M 9.03% 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 329,429 $35.2M 16.65% +7,944 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 328,574 $35.1M 11.01% +1,377 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 326,689 $34.9M 0.85% +7,306 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 326,379 $34.8M 0.13% +654 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 326,086 $34.8M 15.66% +12,565 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 325,181 $34.7M 1.31% +10,201 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 324,838 $34.7M 11.59% +3,095 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 317,021 $33.8M 7.13% +298,243 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 313,220 $33.4M 2.24% +1,077 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 311,953 $33.3M 0.38% +10,618 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 310,642 $33.1M 6.6% +25,452 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 305,082 $32.9M 6.36% -2,208 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 303,626 $32.4M 11.97% -87,583 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 297,599 $31.8M 3.98% +91,409 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 296,343 $31.6M 1.89% +58,670 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 281,920 $30.1M 0.44% +31,817 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 279,293 $30M 4.03% -45,391 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 276,403 $29.5M 3.77% -3,703 13F-HR Timeline CX Institutional More: the full row for CX Institutional 275,295 $29.4M 0.88% +4,286 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 271,266 $28.9M 2.43% +7,067 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 268,270 $28.6M 2.34% +2,655 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 267,120 $28.5M 0.44% +12,984 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 266,594 $28.4M 11.01% -53,932 13F-HR/A Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 259,802 $27.7M +97,721 Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 255,149 $27.2M 2.93% +2,191 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 252,467 $27M 0.17% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 252,160 $26.9M 2.09% +3,398 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 251,429 $26.8M <0.01% -175,226 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 250,986 $26.8M <0.01% +201,698 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 256,059 $26.8M 9.8% +7,984 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 250,812 $26.8M 3.28% -35,445 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 249,706 $26.6M 0.05% +119,920 13F-HR/A Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 240,445 $25.7M 2.24% -2,728 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 237,252 $25.3M 11.07% +210,450 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 236,886 $25.3M 14.7% -7,864 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 236,381 $25.2M 0.29% -19,231 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 235,496 $25.1M 3.19% +131,605 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 233,321 $24.9M 1.89% +16,090 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 231,958 $24.7M 0.3% -1,052 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 231,179 $24.7M 1.85% +3,492 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 229,921 $24.5M 0.96% +30,843 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 229,856 $24.5M 9.7% -5,932 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 228,240 $24.4M 0.67% +13,483 13F-HR/A Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 227,294 $24.3M 12.03% +4,169 13F-HR Timeline TLWM More: the full row for TLWM 224,775 $24M 4.39% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 224,019 $23.9M 0.84% +44,345 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 222,488 $23.7M 3.69% -471 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 222,375 $23.7M 20.13% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 220,853 $23.6M 2.72% -11,232 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 220,563 $23.5M 2.38% +111,925 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 220,020 $23.5M 8.37% +2,553 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 219,665 $23.4M 13.56% +144 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 218,371 $23.3M 9.98% -943 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 218,034 $23.3M 11.65% -4,414 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 214,368 $22.9M 8.05% -91,746 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 212,889 $22.7M 0.43% +206,376 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 208,802 $22.3M 3.02% +17,545 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. 208,767 $22.3M 0.06% -23,590 13F-HR Timeline Group GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 208,389 $22.2M 11.8% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 207,357 $22.1M 10.07% +106 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 205,901 $22M 4.02% +5,182 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 205,058 $21.9M 11.59% +703 13F-HR Timeline Collier Financial More: the full row for Collier Financial 202,641 $21.6M 16.24% -23,914 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 202,023 $21.6M -8,762 Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 201,783 $21.5M 0.25% +36,336 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 200,954 $21.4M 0.39% +4,800 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 200,329 $21.4M 4.47% +141,528 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 198,722 $21.2M 0.87% -336 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 198,607 $21.2M 0.59% -3,436 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 197,262 $21M 11.57% -3,287 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 192,812 $20.6M 3.08% +533 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 191,899 $20.5M 0.89% +34,713 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 191,404 $20.4M 0.15% -4,690 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 185,004 $19.7M 3.52% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 184,861 $19.7M 2.06% +5,281 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 179,426 $19.1M 4.7% -8,574 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 183,995 $19.1M 5.38% +22,585 13F-HR Timeline