ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,984,736 $265M +162,156 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,288,561 $114M 0.03% +253,994 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,002,879 $89M <0.01% +449,371 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 697,192 $62.1M <0.01% +67,332 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/ 495,339 $43.9M <0.01% +33,336 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 435,882 $38.6M 0.01% +204,544 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 344,129 $30.5M <0.01% +50,865 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 332,677 $29.5M 0.03% +36,035 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 292,193 $25.9M 0.05% +15,790 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 204,948 $18.2M <0.01% +24,674 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 200,631 $17.8M 0.04% +52,818 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 187,772 $16.7M 2.51% +43,476 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 180,060 $16M 0.13% +17,597 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 156,198 $13.9M <0.01% +15,229 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 141,070 $12.5M 0.08% +8,092 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 135,511 $12M <0.01% -59,889 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 131,823 $11.7M 0.03% +18,026 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 126,530 $11.2M 1.44% -847,870 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 114,036 $10.1M 0.06% +2,182 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 101,509 $9.01M 0.06% +45,662 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 101,310 $8.99M 0.06% +21,646 13F-HR/A Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 95,076 $8.43M 0.17% +86,132 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 93,640 $8.31M 1.31% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 92,438 $8.2M 0.08% +7,575 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 83,514 $7.41M 0.15% -1,081 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 80,245 $7.12M 0.03% +42,060 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 74,419 $6.6M 0.2% +1,625 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 72,598 $6.44M 0.01% +7,196 13F-HR Timeline Group Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 67,728 $6.01M 1.29% +6,209 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 64,115 $5.69M <0.01% +48,233 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 62,462 $5.55M 0.01% +7,440 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 62,447 $5.54M 0.01% +2,896 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 59,658 $5.29M 0.02% +9,145 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 57,801 $5.13M 0.01% +2,442 13F-HR/A Timeline Tidemark, LLC More: the full row for Tidemark, LLC 57,672 $5.12M 1.15% +43,281 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 56,584 $5.02M 0.13% -201 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 56,670 $4.93M 0.29% +4,190 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 52,745 $4.68M 0.03% +5,663 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 52,097 $4.62M 0.1% +2,888 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 50,167 $4.45M 0.01% +35,694 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 47,994 $4.26M 0.04% -5,772 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 43,141 $3.83M 1.27% +7,046 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 42,377 $3.76M 0.05% -452 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 41,400 $3.67M 0.06% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 39,019 $3.47M <0.01% +14,076 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 38,689 $3.43M 0.08% +11,783 13F-HR Timeline Group FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 37,704 $3.34M 1.77% +1,703 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 36,397 $3.23M 0.16% +2,506 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 35,652 $3.16M 0.05% +1,483 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 35,575 $3.16M 0.04% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 35,252 $3.13M 0.38% +6,950 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 34,939 $3.1M 0.03% -331 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 34,185 $3.03M 0.06% new 13F-HR Timeline Group Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 34,108 $3.03M 0.86% +4,499 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 33,520 $2.97M 0.15% +2,626 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 32,667 $2.9M 0.01% -2,856 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 31,445 $2.79M 0.31% +1,139 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 28,356 $2.52M 1.02% +3,258 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 27,946 $2.48M 0.04% 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 27,372 $2.43M 0.1% -184 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 27,169 $2.41M 1.11% +878 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 27,018 $2.4M 0.38% +550 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 26,025 $2.31M 1.32% +9,327 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 25,993 $2.29M 0.3% +2,087 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 25,599 $2.27M 0.64% +1,454 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 25,222 $2.23M 0.15% -11,449 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 24,327 $2.16M 0.03% -3,290 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 23,713 $2.1M 0.1% +5,485 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 23,191 $2.03M 0.01% +7,339 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 22,581 $2M 0.34% +12,025 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 21,323 $1.89M 0.21% +1,152 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 20,604 $1.83M 0.27% +7,347 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 20,519 $1.82M 0.03% +5,913 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 18,513 $1.64M 0.35% -3,289 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 18,481 $1.64M 0.31% +2,923 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,232 $1.62M 0.05% -2,808 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 17,950 $1.59M <0.01% +1,100 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,840 $1.58M 0.01% -494 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 17,579 $1.56M 0.37% -57 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 17,118 $1.52M 0.16% -372 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 16,612 $1.47M 0.17% +7,200 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 16,556 $1.47M 0.12% +6,555 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 16,482 $1.46M 0.42% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,102 $1.43M 0.05% +2,440 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 15,856 $1.41M 0.48% +856 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 15,594 $1.38M 0.19% +3,076 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 14,404 $1.28M 0.03% +880 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 13,922 $1.24M 0.28% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,109 $1.16M 0.02% +241 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,072 $1.16M 0.01% +709 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,996 $1.15M 0.01% +990 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 12,666 $1.12M 0.57% -1,746 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 12,439 $1.1M 0.13% -1,090 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,390 $1.1M 0.01% +2,663 13F-HR Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 12,303 $1.09M 0.37% -1,767 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 12,278 $1.09M 0.3% +2,739 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 12,230 $1.09M 0.11% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 12,039 $1.07M +3,204 Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 11,857 $1.05M 0.75% -5,355 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 11,744 $1.04M 0.13% +4,514 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 11,525 $1.02M 0.1% +4,783 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 11,337 $1.01M 0.2% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,471 $1M 0.02% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 11,295 $1M 0.15% +118 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 11,154 $990K 0.15% +3,212 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,996 $976K 0.07% -3,364 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 10,968 $973K 0.82% +584 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,947 $971K 0.01% +1,120 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,746 $953K 0.06% +404 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 10,723 $951K 0.69% +1,404 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10,308 $914K 0.21% +45 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 10,206 $905K 0.32% +2,169 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,153 $901K 0.09% +7,807 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,144 $889K 0.07% +1,060 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,834 $872K 0.05% +986 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,714 $862K <0.01% +379 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,706 $861K <0.01% new 13F-HR Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 9,578 $850K 0.27% +2,486 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 9,100 $807K 0.22% +974 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 9,212 $805K +5,321 Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 9,042 $802K 0.08% -147 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 8,962 $795K 0.03% +704 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 8,859 $786K 0.12% -474 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 8,782 $779K 0.19% +2,655 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 8,770 $778K 0.33% +2,254 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 8,695 $771K 0.4% +144 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 8,545 $758K 0.17% +2,136 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 8,462 $751K 0.16% +380 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,177 $725K <0.01% +1,501 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,160 $724K 0.01% +352 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,967 $709K 0.09% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 7,987 $709K 0.14% +6,595 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 7,492 $665K 0.28% +113 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 7,480 $664K 0.19% new 13F-HR/A Timeline SWMG, LLC More: the full row for SWMG, LLC 7,532 $661K 0.16% -645 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,392 $656K <0.01% +2,764 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,346 $654K <0.01% +2,000 13F-HR Timeline Group Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 7,420 $652K 0.38% +1,387 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,273 $645K <0.01% -3,258 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 7,142 $634K 0.06% -121 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,944 $616K <0.01% +47 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,851 $608K <0.01% new 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6,939 $606K 0.08% +602 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 6,761 $600K 0.1% +242 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 6,679 $593K 0.38% +660 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,582 $584K 0.01% +41 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,466 $574K 0.13% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,416 $569K 0.08% -6,181 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,407 $568K 0.01% +1,734 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,344 $563K 0.01% +440 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,225 $552K 0.01% +278 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,153 $546K 0.07% -147 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,012 $528K <0.01% +1,048 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,898 $523K 0.02% +1,755 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 5,878 $522K 0.18% +1,868 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 5,676 $504K 0.05% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 5,645 $501K 0.14% +2,976 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,625 $499K 0.04% +2,023 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 5,517 $489K 0.27% +1,259 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 5,437 $482K 0.36% +492 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,336 $473K 0.02% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 5,243 $465K 0.12% -149 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,052 $448K 0.01% +276 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,903 $435K 0.03% new 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 4,815 $427K 0.24% +961 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,759 $422K 0.05% -875 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 4,628 $411K 0.23% +751 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,608 $409K 0.04% +3,055 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 4,527 $402K 0.13% +330 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,299 $381K <0.01% -256 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,212 $374K 0.07% -3,167 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. 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