LPL Financial LLC More: the full row for LPL Financial LLC 39,830,479 $3.9B 1.04% -387,298 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 17,402,089 $1.7B 3.46% +114,434 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 15,021,380 $1.47B 0.19% +634,064 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 12,409,631 $1.22B 4.94% +24,685 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,254,465 $1B 0.23% -53,128 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,543,739 $934M 0.06% -6,675,789 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,718,532 $854M -3,182,578 Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 6,388,843 $626M 7.01% +999,585 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,679,266 $534M 0.04% -89,069 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 4,887,929 $479M +1,126,279 Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,884,338 $478M 5.68% +223,140 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 4,260,368 $417M 3.53% -179,673 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,157,103 $407M 0.13% +126,771 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,816,675 $374M 3.26% -19,280 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,759,320 $368M +153,973 Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,681,880 $360M 9.49% -6,345 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,429,117 $336M 7.23% -261,855 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,184,410 $312M 0.06% +239,915 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,130,556 $307M 0.02% -887,761 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,077,881 $301M 0.32% -20,778 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,069,038 $300M 1.62% +126,353 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,950,100 $289M 7.89% -548,163 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,786,481 $273M 15.91% +98,504 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,786,235 $273M 0.05% +297,196 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,780,818 $272M 0.72% -62,399 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,575,653 $252M 0.34% -86,412 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,767,124 $251M 1.63% -2,014,808 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,427,309 $238M 0.25% +48,739 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,321,283 $227M 0.33% -102,045 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,194,615 $215M 3.47% +99,203 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,190,526 $214M 1.01% +13,831 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,112,143 $207M 8.67% +170,020 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,667,597 $198M 1.27% -242,743 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,940,333 $190M 2.01% +94,722 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 1,901,362 $186M +169,229 Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,666,662 $186M +172,254 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,848,648 $181M 0.01% +11,271 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,841,696 $180M 1.93% +1,814,783 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,786,967 $175M 0.16% +57,698 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,721,557 $169M 5.37% +1,585,033 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,607,843 $157M 2.15% +100,494 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,512,309 $148M 0.21% -113,283 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,502,441 $147M 15.37% +41,640 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,494,852 $146M 0.71% -26,820 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,454,358 $142M 2.39% +199,089 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,439,167 $141M 4.8% -27,500 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,389,460 $136M 0.08% +125,746 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,388,717 $136M 13% +284,434 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,375,898 $135M 1.34% +33,329 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,365,582 $134M 0.16% -136,903 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,324,964 $130M 12.32% -148,116 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,295,429 $127M 5.58% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,211,737 $119M 8.75% -145,048 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,203,226 $118M 0.15% -1,482 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 1,178,887 $115M 3.93% +6,793 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,120,507 $110M 0.3% +14,898 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,050,219 $109M 6.16% +80,305 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,073,283 $105M 0.84% +282,259 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,071,443 $105M 0.27% +355,483 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,048,519 $103M 0.79% +54,359 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 989,915 $96.9M 0.73% +60,364 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 906,876 $96.8M 9.57% -75,323 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 974,697 $95.4M 1.4% -9,009 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 913,898 $89.5M 6.9% +44,350 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 915,124 $89.5M 0.12% 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 930,138 $88.2M 0.04% +339,207 13F-HR Timeline Group Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 883,504 $86.5M 11.37% +64,064 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 868,064 $85M 14.88% +54,313 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 856,830 $83.1M 0.12% -22,683 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 804,593 $79.5M 2.93% +581,140 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 762,853 $74.7M 15.31% -968 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 738,595 $72.3M +108,993 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 727,702 $71.2M 0.05% +3,027 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 714,242 $69.9M 0.47% -8,306 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 667,644 $65.4M 2.74% +24,894 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 657,994 $64.4M 0.82% +376,074 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 654,814 $64.1M 3.07% -11,395 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 654,320 $64.1M 14.15% -198,463 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 652,119 $63.8M 1.48% +68,685 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 642,954 $63M 19.28% -25,580 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 637,452 $62.4M 9.87% +17,491 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 593,091 $58.1M 5.2% 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 573,057 $56.1M 0.77% -101,174 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 566,820 $55.5M 1.2% +233,570 13F-HR/A Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 546,445 $53.5M 2.99% +30,523 13F-HR/A Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 543,010 $53.2M 6.6% +4,211 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 529,851 $51.9M 0.39% -7,476 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 528,353 $51.7M 0.8% +15,508 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 525,501 $51.5M 0.95% -70,041 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 507,584 $49.7M 0.01% +256,155 13F-HR Timeline Group Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 504,886 $49.4M 22.42% +2,033 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 499,430 $49.4M 5.23% -43,260 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 500,556 $49M 3.91% +577 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 487,125 $47.7M 3.77% -1,985 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 480,187 $47M 0.09% -1,893 13F-HR Timeline Group Navigation Group, LLC More: the full row for Navigation Group, LLC 479,805 $47M 10.99% 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 470,788 $46.1M 4.69% +2,956 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 464,091 $45.4M +22,723 Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 454,660 $44.5M 11.8% +11,716 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 450,661 $44.1M 0.61% +27,628 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 450,201 $44.1M 1.94% +21,854 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 448,627 $43.9M 1.9% +13,683 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 448,042 $43.9M 0.03% +69,377 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 438,469 $42.9M +12,130 Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 430,192 $42.1M -14,846 Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 426,674 $41.8M 5.38% +29,580 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 422,615 $41.4M 0.1% +5,425 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 419,957 $41.1M 0.15% +93,578 13F-HR/A Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 408,215 $40M 7.11% +8,304 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 405,208 $39.7M 3.76% +23,198 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. 398,159 $39M 0.71% +64,831 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 393,761 $38.6M 4.79% +58,164 13F-HR/A Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 393,753 $38.6M 5.08% +225,437 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 392,110 $38.4M 1.46% +14,887 13F-HR/A Timeline TLWM More: the full row for TLWM 388,554 $38M 6.85% +163,779 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 384,599 $37.7M 8.31% +31,401 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 383,400 $37.5M 0.03% new 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 382,639 $37.5M 2.56% +32,923 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 382,192 $37.4M 0.31% +10,544 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 376,549 $37.4M 0.08% -174,988 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 381,111 $37.3M 19.88% +6,267 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 373,172 $36.5M 6.87% -7,153 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 364,883 $35.7M 19.45% +5,424 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 355,574 $34.8M 6.63% +44,932 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 355,479 $34.8M 6.7% +9,140 13F-HR/A Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 352,548 $34.5M 8.05% +7,921 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 351,013 $34.4M 2.41% -43,917 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 349,608 $34.2M 11.12% +24,770 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 346,165 $33.9M 1.26% +20,984 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 340,102 $33.3M 5.33% -312 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 332,345 $32.5M 14.86% +2,916 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 305,913 $32.4M 6.31% +831 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 330,316 $32.3M 5.24% -10,902 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 329,513 $32.3M 3.62% -4,333 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 328,956 $32.2M 2.22% +15,736 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 325,038 $31.8M 2.44% +56,768 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 324,188 $31.7M 0.35% +12,235 13F-HR Timeline Group Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 321,545 $31.5M 16.59% -4,541 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 316,966 $31M 7.48% -13,764 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 314,137 $30.8M 1.75% +17,794 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 302,619 $29.6M 0.69% -24,070 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 302,481 $29.6M 2.38% +50,321 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 295,164 $28.9M 3.81% -2,435 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 287,430 $28.1M 8.95% -41,144 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 285,546 $28M 2.35% +14,280 13F-HR Timeline CX Institutional More: the full row for CX Institutional 282,635 $27.7M 0.84% +7,340 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 279,803 $27.4M 13.25% 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 278,883 $27.3M 3.26% +2,480 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 274,823 $26.5M 3.5% -4,470 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 270,056 $26.4M 3.09% +14,907 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 269,679 $26.4M 3.28% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 268,942 $26.3M 9.27% +48,922 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 265,128 $26M 10.43% -38,498 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 261,658 $25.6M 0.17% +9,191 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 260,288 $25.4M 9.09% +4,229 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 251,805 $24.7M 6.68% +33,434 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 249,121 $24.4M 13.55% +12,235 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 248,326 $24.3M 3% +12,830 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 247,146 $24.2M -12,656 Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 245,089 $24M 0.92% +15,168 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 241,651 $23.7M 10.03% +4,399 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 241,492 $23.6M 0.96% +17,473 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 241,101 $23.6M 11.66% +13,807 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 193,505 $23.5M 2.74% +41,068 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 239,252 $23.4M 1.72% +8,073 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 238,746 $23.4M 0.27% +36,963 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 238,066 $23.3M 1.79% +4,745 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 236,915 $23.2M 10.13% -29,679 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 236,548 $23.2M 0.03% +193,655 13F-HR Timeline Group Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 235,677 $23.1M 9.06% +5,821 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 235,300 $23M 0.27% +3,342 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 234,248 $22.9M 3.36% +11,760 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 233,593 $22.9M 13.31% +13,928 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 231,595 $22.7M 1.89% -8,850 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 230,725 $22.6M <0.01% -20,261 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 229,898 $22.5M 3.06% +21,096 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 226,732 $22.2M 0.58% -1,508 13F-HR Timeline Group Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 226,466 $22.2M 9.38% +85,823 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 222,230 $21.8M 11.51% -145 13F-HR Timeline GRANVILLE CAPITAL, INC. 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