ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,822,580 $251M +295,210 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,034,567 $92.1M 0.02% +146,792 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 974,400 $86.7M 12.61% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 629,860 $55.8M <0.01% +221,184 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 553,508 $49.3M <0.01% +429,900 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/ 462,003 $41.1M <0.01% +212,285 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 296,642 $26.4M 0.03% +39,054 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 293,264 $26.1M <0.01% +49,647 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 276,403 $24.6M 0.06% +174,717 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 231,338 $20.6M <0.01% +209,502 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 206,740 $18.4M 0.05% +35,900 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 195,400 $17.4M 0.01% +137,131 13F-HR Timeline Group 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 180,274 $16M <0.01% +34,995 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 162,463 $14.5M 0.14% +14,944 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 147,813 $13.2M 0.04% +9,910 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 144,296 $12.8M 2.08% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 140,969 $12.5M <0.01% +133,398 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 132,978 $11.8M 0.09% +1,851 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 113,797 $10.1M 0.04% +11,686 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 111,854 $9.93M 0.06% +1,718 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 84,863 $7.55M 0.09% +16,715 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 84,595 $7.53M 0.17% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 79,664 $7.09M 0.05% +12,181 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 72,794 $6.48M 0.22% +18,659 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 65,402 $5.82M 0.01% +6,645 13F-HR Timeline Group Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 61,519 $5.46M 1.32% +5,083 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 59,551 $5.3M 0.01% +674 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 56,785 $5.05M 0.16% +12,873 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 55,847 $4.97M 0.14% +47,562 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 55,359 $4.93M 0.01% +39,472 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 55,022 $4.89M 0.01% +181 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 53,766 $4.79M 0.05% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 52,480 $4.67M 0.37% +18,022 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 50,513 $4.5M 0.02% +224 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 49,209 $4.38M 0.1% +2,488 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 47,082 $4.19M 0.04% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 42,829 $3.81M 0.06% +7,196 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 38,185 $3.4M 0.03% +3,215 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 36,671 $3.29M 0.23% +918 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 36,095 $3.21M 1.23% new 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 36,001 $3.2M 1.87% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 35,523 $3.16M 0.02% +4,623 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 35,270 $3.14M 0.04% +7,490 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 34,169 $3.04M 0.06% +2,055 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 33,891 $3.02M 0.17% +4,856 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 30,894 $2.75M 0.16% +6,000 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 30,306 $2.7M 0.36% new 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 29,609 $2.64M 0.88% +827 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 28,302 $2.52M 0.34% -2,772 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 27,617 $2.46M 0.03% +246 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 27,556 $2.45M 0.12% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 26,906 $2.4M 0.06% +21,528 13F-HR Timeline Group Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 26,468 $2.36M 0.44% +406 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 26,291 $2.34M 1.19% +1,668 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 25,098 $2.23M 1.04% +2,652 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,943 $2.22M <0.01% +14,817 13F-HR Timeline Group TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 24,145 $2.15M 0.69% -3,274 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 23,906 $2.13M 0.29% -2,016 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 21,802 $1.94M 0.49% +11,781 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 21,040 $1.87M 0.07% +3,829 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 20,171 $1.8M 0.22% +1,786 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 19,854 $1.77M 0.13% new 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 19,308 $1.72M 0.04% +6,609 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,334 $1.65M 0.01% +10,753 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 18,228 $1.62M 0.09% +1,674 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 17,636 $1.57M 1.16% +6,418 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 17,490 $1.57M 0.21% new 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 17,212 $1.53M 1.31% -2,695 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 16,850 $1.5M <0.01% new 13F-HR Timeline Group ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 16,698 $1.49M 1.13% +12,069 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,882 $1.41M <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 15,852 $1.41M 0.01% +2,940 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 15,558 $1.38M 0.32% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 15,206 $1.35M 0.16% +512 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 15,000 $1.33M 0.54% +5,528 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,606 $1.3M 0.03% -6,341 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,473 $1.29M <0.01% +1,710 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,454 $1.29M <0.01% +980 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 14,412 $1.28M 0.78% -1,494 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 14,391 $1.28M 0.33% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 14,360 $1.28M 0.1% +1,148 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 14,070 $1.25M 0.53% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 13,662 $1.22M 0.07% +844 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 13,529 $1.2M 0.12% +76 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 13,524 $1.2M 0.04% +702 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 13,257 $1.18M 0.2% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,868 $1.15M 0.03% +4,353 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 12,597 $1.12M 0.18% +7,710 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 12,577 $1.12M 0.26% -104 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 12,518 $1.11M 0.17% +703 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,363 $1.1M 0.01% +72 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,006 $1.07M 0.01% +3,163 13F-HR Timeline Group True Vision MN LLC More: the full row for True Vision MN LLC 11,959 $1.06M 0.55% +2,011 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 11,177 $995K 0.11% +597 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 10,556 $939K 0.2% +6,834 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,531 $937K <0.01% +1,743 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 10,384 $924K 0.87% -8,391 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,342 $918K 0.06% +1,112 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10,263 $913K 0.24% +14 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,001 $890K 0.09% +2,941 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 9,990 $889K 0.29% +423 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,827 $872K 0.01% +3,921 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,727 $866K 0.01% new 13F-HR Timeline Group Range Financial Group LLC More: the full row for Range Financial Group LLC 9,539 $849K 0.28% +1,370 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 9,412 $838K 0.09% -21,015 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,335 $831K <0.01% +1,356 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 9,333 $831K 0.14% -440 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 9,319 $829K 0.72% +443 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 9,189 $818K 0.09% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 9,084 $807K 0.06% +732 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,944 $796K 0.03% new 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,848 $787K 0.05% +277 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,835 $786K <0.01% +3,761 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 8,551 $761K 0.44% +563 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 8,258 $735K 0.03% +204 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 8,177 $728K 0.21% new 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 8,126 $723K 0.22% +936 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 8,082 $719K 0.18% +830 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 8,037 $715K 0.3% +1,630 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,967 $709K 0.09% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 7,942 $707K 0.14% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,808 $695K 0.01% -1,277 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,379 $657K 0.15% +611 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 7,379 $657K 0.3% +441 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 7,263 $646K 0.07% +939 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,230 $643K 0.09% new 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 7,092 $631K 0.22% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,897 $612K 0.01% +1,895 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,742 $600K 0.07% -665 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,676 $594K <0.01% -7,328 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 6,541 $582K 0.01% -8 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 6,519 $580K 0.11% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 6,516 $580K 0.29% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 6,409 $570K 0.09% +949 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,300 $561K 0.08% +669 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6,337 $561K 0.07% +1,493 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 6,127 $545K 0.16% +2,981 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 6,033 $538K 0.38% +1,740 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 6,019 $536K 0.43% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,952 $530K 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,947 $529K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,904 $525K 0.01% +3,286 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,787 $515K 0.03% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,634 $501K 0.06% +2,808 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 5,392 $480K 0.14% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,346 $472K <0.01% +2,966 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,964 $441K <0.01% new 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 4,945 $440K 0.34% +317 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,776 $425K 0.01% +908 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,673 $416K 0.01% +1,896 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,628 $412K <0.01% +311 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,555 $405K 0.01% new 13F-HR Timeline Group Daviman Financial, LLC More: the full row for Daviman Financial, LLC 4,258 $379K 0.22% -448 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 4,197 $374K 0.13% +380 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,143 $369K 0.02% new 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 4,126 $367K 0.3% +1,110 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,066 $361K <0.01% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,010 $357K 0.14% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,986 $355K 0.11% +64 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,913 $348K 0.11% -487 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 3,891 $345K 0.01% +954 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,877 $345K 0.22% +142 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 3,854 $343K 0.23% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,836 $341K <0.01% +6 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 3,817 $340K 0.09% +248 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,788 $337K 0.04% +563 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,749 $334K 0.04% -87 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 3,692 $329K 0.16% +1,100 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 3,633 $323K 0.2% +644 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,602 $321K 0.03% +508 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,574 $318K 0.04% +52 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,526 $314K <0.01% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,514 $313K 0.11% new 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 3,481 $310K 0.29% +144 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,369 $300K 0.07% +923 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,357 $299K <0.01% +806 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 3,318 $295K 0.15% +634 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,230 $290K 0.03% -208 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,246 $289K 0.09% new 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,222 $287K 0.04% +582 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 3,214 $286K 0.1% +20 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,176 $283K 0.02% new 13F-HR Timeline First Heartland Consultants, Inc. 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