ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,527,370 $227M new Timeline LPL Financial LLC More: the full row for LPL Financial LLC 887,775 $79.7M 0.02% +881,173 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 408,676 $36.7M <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 257,588 $23.1M 0.03% +251,940 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/ 249,718 $22.4M <0.01% +242,600 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 243,617 $21.9M <0.01% +243,616 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 170,840 $15.3M 0.04% +170,738 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 147,519 $13.2M 0.13% new 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 145,279 $13M <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 137,903 $12.4M 0.03% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 131,127 $11.8M 0.1% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 123,608 $11.1M <0.01% +7,358 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 110,136 $9.89M 0.06% new 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 109,528 $9.83M <0.01% new 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 102,111 $9.17M 0.03% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 101,686 $9.13M 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 68,148 $6.12M 0.08% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 67,483 $6.06M 0.05% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 58,877 $5.28M 0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 58,757 $5.27M <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 58,269 $5.23M <0.01% new 13F-HR Timeline Group Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 56,436 $5.07M 1.27% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 54,841 $4.94M 0.01% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 54,135 $4.86M 0.17% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 50,289 $4.51M 0.02% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 46,721 $4.19M 0.1% new 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 43,912 $3.94M 0.13% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 35,753 $3.21M 0.23% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 35,633 $3.2M 0.05% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 34,970 $3.14M 0.04% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 34,458 $3.09M 0.29% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 32,362 $2.9M <0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 32,114 $2.88M 0.05% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 31,074 $2.79M 0.35% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 30,900 $2.77M 0.02% +30,896 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 30,427 $2.73M 0.46% new 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 29,035 $2.61M 0.16% new 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 28,782 $2.58M 0.86% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 27,780 $2.49M 0.03% new 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 27,419 $2.46M 0.82% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 27,371 $2.46M 0.04% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 26,062 $2.34M 0.44% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 25,922 $2.33M 0.35% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 24,894 $2.23M 0.13% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 24,623 $2.21M 1.11% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 22,446 $2.01M 0.97% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 21,836 $1.96M <0.01% -84,484 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 20,947 $1.88M 0.04% +16,244 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 19,907 $1.79M 1.68% 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 18,775 $1.69M 1.47% 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 18,385 $1.65M 0.2% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 17,211 $1.54M 0.06% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 16,554 $1.49M 0.09% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 16,361 $1.47M 0.11% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 15,906 $1.43M 0.82% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,887 $1.43M <0.01% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 14,694 $1.32M 0.16% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14,004 $1.26M <0.01% new 13F-HR Timeline Group High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 13,567 $1.22M 0.25% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,474 $1.21M <0.01% new 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 13,453 $1.21M 0.11% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 13,212 $1.19M 0.09% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,912 $1.17M 0.01% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,822 $1.15M 0.03% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,818 $1.15M 0.07% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,763 $1.15M <0.01% +7,753 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,699 $1.14M 0.03% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 12,681 $1.14M 0.23% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,291 $1.1M 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,135 $1.09M 0.01% -94,035 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,815 $1.06M 0.17% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 11,218 $1.01M 0.39% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,026 $990K 0.02% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,580 $950K 0.1% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10,249 $920K 0.24% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,126 $910K <0.01% +8,385 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 10,021 $899K 0.23% new 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 9,948 $893K 0.45% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 9,773 $877K 0.15% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 9,567 $859K 0.3% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 9,472 $854K 0.35% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,230 $829K 0.06% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,085 $816K 0.01% new 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 8,876 $797K 0.7% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,843 $794K 0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,788 $789K <0.01% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,571 $769K 0.05% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,515 $764K 0.02% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,352 $751K 0.06% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,285 $744K 0.02% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,229 $739K <0.01% new 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 8,169 $733K 0.25% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 8,054 $723K 0.03% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 7,988 $717K 0.41% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,979 $716K <0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,581 $680K <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,571 $679K <0.01% new 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 7,407 $665K 0.07% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 7,252 $651K 0.17% new 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 7,190 $645K 0.19% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,060 $634K 0.06% new 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 6,938 $623K 0.28% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 6,768 $607K 0.15% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,549 $588K 0.01% new 13F-HR/A Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 6,407 $575K 0.24% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 6,324 $568K 0.06% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,906 $530K 0.01% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,631 $505K 0.07% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,460 $490K 0.08% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,378 $483K 0.01% new 13F-HR/A Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,074 $455K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,002 $449K <0.01% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 4,887 $439K 0.07% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4,844 $436K 0.07% new 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 4,706 $422K 0.25% 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 4,629 $415K 0.35% new 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 4,628 $415K 0.33% 13F-HR/A Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,400 $395K 0.13% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,317 $387K <0.01% new 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 4,293 $385K 0.33% 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,922 $352K 0.11% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,868 $347K 0.01% new 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,836 $344K 0.05% new 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 3,817 $344K 0.12% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,830 $344K <0.01% new 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,735 $335K 0.21% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,722 $334K 0.07% new 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 3,569 $320K 0.09% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,522 $316K 0.04% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,452 $310K 0.01% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,438 $309K 0.03% new 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 3,337 $300K 0.28% 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,225 $289K 0.04% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 3,194 $287K 0.1% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,146 $282K 0.08% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,094 $278K 0.03% new 13F-HR/A Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,044 $273K 0.06% new 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 3,016 $271K 0.21% 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,008 $270K 0.14% new 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 2,989 $269K 0.14% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,998 $269K 0.03% -140 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,937 $265K 0.01% new 13F-HR Timeline Group Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 2,912 $261K 0.13% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,826 $254K 0.03% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,777 $249K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,687 $241K <0.01% 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 2,684 $241K 0.12% new 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 2,640 $237K 0.03% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,618 $235K 0.01% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,592 $233K 0.09% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,563 $231K 0.07% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,551 $229K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,493 $224K <0.01% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,446 $220K 0.05% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,398 $215K 0.09% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,380 $214K <0.01% +278 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,281 $205K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,281 $205K 0.03% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,250 $202K <0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,896 $170K 0.01% +68 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,839 $165K 0.05% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,834 $165K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,646 $148K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,132 $102K 0.02% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 915 $82.2K 0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 875 $78.5K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 819 $73.5K 0.05% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 789 $71K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 702 $63K 0.02% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 701 $62.9K 0.29% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 676 $60.7K <0.01% +503 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 645 $57.9K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 300 $26.9K <0.01% +238 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 275 $24.7K <0.01% new 13F-HR/A Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 244 $21.9K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 226 $20.3K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 195 $17.5K <0.01% new 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 174 $15.6K <0.01% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 139 $12.5K 0.08% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 132 $11.8K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 106 $9.52K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 101 $9.07K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 94 $8.47K <0.01% +94 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 91 $8.17K 0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 89 $7.99K 0.01% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 74 $6.64K <0.01% new 13F-HR/A Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 70 $6.28K <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 38 $3.41K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 90 $2.87K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 32 $2.87K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 23 $2K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 22 $1.98K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 11 $993 <0.01% new 13F-HR Timeline