Betterment LLC More: the full row for Betterment LLC 11,563,595 $524M 0.99% -542,670 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/ 8,536,414 $387M 0.03% +1,454,324 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,573,362 $253M 0.16% +232,497 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,143,584 $143M 0.01% +92,333 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,982,271 $135M +2,325,179 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,712,554 $123M +278,963 Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,453,632 $111M 0.04% -57,933 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,656,625 $75.1M 0.03% -394,800 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,627,016 $73.8M 0.02% +8,047 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 741,800 $56.1M 1.3% -263 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,085,650 $49.2M 0.02% +114,540 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,014,807 $46M 1.3% +674,994 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 944,563 $42.8M 0.47% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 923,926 $41.9M 0.06% +918,637 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 751,415 $34.1M 0.07% +27,175 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 748,305 $33.9M 0.01% +235,695 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 703,278 $31.9M 0.07% +19,373 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 632,641 $28.6M <0.01% +19,592 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 570,108 $25.8M 0.02% +215,527 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 503,308 $22.8M -50,790 Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 476,439 $21.6M 0.64% +5,546 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 439,995 $19.9M 2.59% -1,936 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 427,032 $19.4M 0.03% -37,253 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 419,191 $19M 0.02% +53,063 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 416,214 $18.9M 0.52% -18,474 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 355,428 $16.1M 0.23% -125,871 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 353,790 $16M 0.07% -17,743 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 319,649 $14.5M 0.3% +73,192 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 286,177 $13M 0.11% +84,580 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 285,800 $13M 0.03% 0 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 267,577 $12.1M 0.18% -10,682 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 233,289 $10.6M 0.01% -149,108 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 223,497 $10.1M 0.03% +48,226 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 209,482 $9.5M 0.01% -42,705 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 183,337 $8.31M 0.83% +1,616 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 182,178 $8.26M 0.26% -28,271 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 180,934 $8.2M 0.01% -1,426 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 177,279 $8.04M 0.02% -56,989 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 168,742 $7.65M 0.86% +93,463 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 163,072 $7.39M 0.12% -426 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 155,926 $7.07M 0.32% +792 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 154,341 $7M 0.39% -1,003 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 149,975 $6.84M 0.93% -16,402 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 150,320 $6.82M <0.01% +460 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 149,202 $6.76M 0.01% -63,727 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 145,693 $6.61M 0.03% +3,801 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 140,767 $6.38M 3.08% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 137,583 $6.24M 1.2% +2,570 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 137,302 $6.23M 0.01% -14,312 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 130,947 $5.94M 0.04% +98,821 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 121,230 $5.5M 0.05% -4,971 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 120,770 $5.48M 0.04% +913 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 117,857 $5.34M 0.03% +5,645 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 113,974 $5.17M 0.14% +47,048 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 113,128 $5.13M 0.06% -50,732 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 113,121 $5.13M 1.15% +4,493 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 110,894 $5.03M 0.74% new 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 107,845 $4.89M 1.85% +2,348 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. 98,475 $4.46M 0.08% +9,748 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 98,176 $4.45M <0.01% +10,751 13F-HR Timeline Group Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 91,563 $4.15M 1.43% +8,740 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 88,593 $4.02M 0.01% new 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 87,766 $3.98M 0.5% +5,047 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 87,149 $3.95M 0.39% +523 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 76,493 $3.47M 0.02% +12,218 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 75,094 $3.4M 0.39% +3,715 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 74,551 $3.38M 0.02% -9,645 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 74,097 $3.36M 0.88% -15,616 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 72,388 $3.28M 0.01% -29,481 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 72,416 $3.28M 0.37% -23,612 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 69,179 $3.14M 0.49% -2,591 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 69,048 $3.13M 0.04% +5,285 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 68,871 $3.12M 2.08% +24,905 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 68,448 $3.1M <0.01% -201,704 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 68,007 $3.08M 0.04% new 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 67,845 $3.08M 0.82% -20,004 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 65,889 $2.99M 0.01% -8,052 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 62,591 $2.84M 0.16% +2,131 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 57,829 $2.62M 0.04% +4,268 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 57,217 $2.59M 0.11% -1,000 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 54,281 $2.46M 0.54% -2,394 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 50,560 $2.29M 0.15% +3,808 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 48,237 $2.19M 0.11% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 46,824 $2.12M 0.15% +4,413 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 46,720 $2.12M 0.02% +28,741 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 45,392 $2.07M 0.04% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 44,409 $2.01M 0.01% +3,700 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 44,132 $2M 0.06% -43,675 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 43,430 $1.99M 0.14% -260 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 43,286 $1.96M 0.74% +4,577 13F-HR/A Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 42,445 $1.92M 0.04% +29 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 38,989 $1.77M 0.07% -171,272 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,782 $1.7M <0.01% +5,564 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 36,222 $1.64M 0.18% -28,532 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 35,947 $1.63M 0.68% -2,073 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 33,959 $1.54M 0.22% -602 13F-HR Timeline SWS Partners More: the full row for SWS Partners 33,576 $1.52M 0.38% -308,544 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 32,803 $1.49M 0.01% +1,895 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 32,021 $1.45M 0.01% +24,557 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 31,392 $1.42M 0.02% -16,069 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 30,999 $1.42M 0.07% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 30,911 $1.4M 0.05% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 30,815 $1.4M <0.01% +1,894 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 29,100 $1.32M <0.01% +12,666 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 28,637 $1.3M 0.16% +511 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 28,574 $1.3M <0.01% +14,943 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 27,819 $1.26M <0.01% +452 13F-HR Timeline Group NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 27,622 $1.25M 2.8% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 26,546 $1.2M +17,726 Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 26,309 $1.19M 0.38% +1,580 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 25,877 $1.17M 0.09% -6 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 25,652 $1.16M 0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 25,223 $1.15M 0.07% new 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 24,310 $1.1M 0.36% +829 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 24,302 $1.1M 0.33% +833 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 23,445 $1.06M 0.07% +2 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 23,169 $1.05M 0.51% -566 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 23,100 $1.05M 0.41% -1,490 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 22,915 $1.04M 0.83% +7,648 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 22,850 $1.04M <0.01% -43,539 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 22,593 $1.02M 0.02% -1,196 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 22,544 $1.02M <0.01% +4,445 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,064 $1M 0.02% +53 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 21,687 $983K 0.25% +5,273 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 20,918 $948K 0.02% +13,917 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 20,623 $935K 0.11% +35 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 20,313 $921K 0.06% +653 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 20,225 $917K <0.01% -83,280 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 20,100 $911K <0.01% new 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 19,453 $882K 0.55% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 19,393 $879K 0.04% +9,220 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 19,134 $868K 0.24% +2,855 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 18,876 $856K 0.01% +11,588 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 18,464 $837K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 18,425 $835K 0.03% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 18,106 $821K 0.01% +14,936 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 17,993 $816K 0.2% +10,963 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 17,905 $812K 0.25% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 17,675 $801K 0.03% +11,356 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 17,645 $800K 0.36% -25 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,067 $774K 0.04% -61 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 16,996 $771K 0.46% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 16,858 $764K 0.31% +540 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 16,739 $759K 0.24% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 16,532 $750K 0.03% -2,154 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 16,001 $725K <0.01% -8,795 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 15,927 $722K <0.01% -696 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,862 $719K 0.02% +3,681 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,548 $705K <0.01% +8,193 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 15,479 $702K 0.07% -300 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 15,471 $701K 0.19% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 15,437 $700K 0.04% -1,989 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 15,325 $695K <0.01% -4,452 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 14,215 $645K 0.19% -16 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 14,095 $639K 0.4% +6,890 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,888 $630K 0.02% +6,307 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,408 $608K 0.02% -430 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,255 $601K 0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,998 $589K <0.01% -1,645 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,707 $576K 0.02% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,637 $573K 0.03% -166 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,598 $571K <0.01% new 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,533 $568K 0.02% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,845 $537K 0.01% +1,300 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 11,750 $533K 0.25% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,605 $526K 0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,371 $516K 0.01% 0 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 11,342 $514K 0.16% -906 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 11,312 $513K <0.01% +740 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 11,293 $512K +69 Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11,007 $499K 0.04% -73 13F-HR Timeline Brucke Financial, Inc. 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