ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 40,208,727 $1.73B -19,543,248 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 17,008,019 $733M 0.16% -5,280,386 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,208,264 $350M 0.02% -3,293,840 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,236,600 $226M 0.01% -1,570,356 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,794,919 $207M <0.01% -7,633,969 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,705,278 $160M 0.33% -752,525 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,406,641 $147M 0.92% -1,535,592 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,088,229 $133M 0.12% -1,109,560 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,830,198 $122M 0.02% -217,419 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,630,587 $113M 0.34% -1,244,783 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/ 2,600,912 $112M 0.01% -1,046,727 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 2,412,030 $104M 4.18% +106,354 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,367,879 $102M 0.05% -647,406 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,781,807 $76.8M 0.79% -69,597 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,711,316 $73.8M 0.14% -1,028,995 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 1,679,335 $72.4M 0.01% -926,749 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,561,075 $67.3M 0.42% -504,402 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,541,826 $66.5M 0.44% +411,686 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,422,921 $61.3M 0.28% -701,035 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,410,555 $60.8M 0.08% -117,173 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,183,232 $51M 1.77% -706,861 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,157,164 $49.9M 0.47% +39,488 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 959,237 $41.4M 0.05% +77,434 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 851,774 $36.7M 0.37% +11,142 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 833,460 $35.9M 0.06% -203,757 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 823,625 $35.5M 0.2% -435,342 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 747,703 $32.2M 1.17% -471,104 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 729,108 $31.4M +77,363 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 720,421 $31.1M 0.03% -341,435 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 665,525 $28.7M 2.62% -231,795 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 662,531 $28.6M 0.32% +464,840 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 642,030 $27.7M 0.01% +42,580 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 641,857 $27.7M 0.59% +118,198 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 583,385 $25.1M 0.12% -248,460 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 582,808 $25.1M 0.75% -204,988 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 535,515 $23.1M 0.15% -85,077 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 523,858 $22.6M <0.01% +27,310 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 503,643 $21.7M 0.22% -270,775 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 499,935 $21.6M 0.03% -261,049 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 492,941 $21.3M 3.17% +8,831 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 490,920 $21.2M <0.01% -175,723 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 470,283 $20.3M 1.22% -202,001 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 469,890 $20.3M 0.09% -37,179 13F-HR Timeline EQ LLC More: the full row for EQ LLC 455,898 $19.7M 4.83% +29,625 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 445,384 $19.2M 0.95% -184,478 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 443,334 $19.1M 0.41% -198,584 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 438,771 $19M 1.12% -60,406 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 428,248 $18.5M 0.04% -176,458 13F-HR/A Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 426,276 $18.4M 2.77% -30,930 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 407,476 $17.6M 0.02% -219,926 13F-HR Timeline Group West Wealth Group, LLC More: the full row for West Wealth Group, LLC 373,988 $16.1M 2.64% -96,740 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 372,847 $16.1M 1.94% -144,781 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 360,825 $15.6M 0.06% +77,310 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 348,109 $15M 0.25% -133,918 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 327,282 $14M 1.6% -163,117 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 314,636 $13.6M 0.7% +14,897 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 317,878 $13.4M +101,332 Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 288,023 $12.4M 2.13% -2,192 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 287,247 $12.4M 0.2% -113,462 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 283,349 $12.2M 0.09% -103,134 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 282,158 $12.2M 0.1% -83,671 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 280,833 $12.1M 1.61% -134,692 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 266,440 $11.5M 1.59% -89,592 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 265,591 $11.4M 0.07% -66,946 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 262,956 $11.3M 4.11% +27,175 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 261,673 $11.3M 0.94% -77,596 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 261,595 $11.2M 1.47% -132,886 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 245,975 $10.6M 1.06% -96,488 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 244,960 $10.6M 0.87% -123,259 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 240,273 $10.2M 0.68% -150,708 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 235,003 $10.1M 1.12% -102,812 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 233,562 $10.1M 0.04% 0 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 227,816 $9.82M 0.84% -144,705 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 227,677 $9.82M 2.1% -71,927 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 224,059 $9.66M 0.25% -139,479 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 218,310 $9.41M 0.47% -71,674 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 209,686 $9.04M 1.34% -96,253 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 201,376 $8.68M 1.04% -113,609 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 198,612 $8.57M 0.87% -89,895 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 198,520 $8.56M 0.27% -134,311 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 194,558 $8.39M 0.42% -81,774 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 228,895 $8.29M 1.04% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 190,240 $8.2M 2.79% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 178,833 $7.71M 1.98% -99,590 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 174,949 $7.54M 0.12% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 174,175 $7.51M 0.92% -69,696 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 169,820 $7.32M 0.67% -62,854 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 168,840 $7.28M 1.33% -99,782 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 167,713 $7.23M 0.91% -52,042 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 166,533 $7.18M +24,092 Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 161,956 $6.98M 0.64% +117,036 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 160,264 $6.91M 0.41% -77,070 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 158,534 $6.83M 1.61% -73,181 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 162,061 $6.81M 0.51% -32,208 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 157,950 $6.81M 2.14% -61,750 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 156,963 $6.77M 0.71% -33,835 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 152,902 $6.59M 1.48% -74,238 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 151,850 $6.55M -22,945 Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 150,532 $6.49M 0.15% +1,682 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 149,815 $6.46M 0.06% -64,888 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 149,446 $6.44M 2.62% -68,568 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 148,892 $6.42M 1.75% -76,959 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 148,532 $6.4M 0.08% -51,386 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 148,060 $6.4M 0.01% -69,418 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 146,242 $6.3M 0.01% -50,005 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 142,522 $6.14M 0.13% +10,123 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 141,659 $6.11M 0.49% -66,733 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 139,457 $5.98M 0.15% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 137,517 $5.93M 0.67% -79,165 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 137,278 $5.92M 0.42% +3,045 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 136,861 $5.9M 0.31% -75,530 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 136,801 $5.9M 0.05% -55,468 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 136,387 $5.88M 1.35% +16,594 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 135,262 $5.83M 1.65% -41,508 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 131,207 $5.66M 1.93% -35,641 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 127,796 $5.51M 0.82% -7,369 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 125,029 $5.39M 0.48% +60,699 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 123,825 $5.34M 1.19% -27,391 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 120,136 $5.18M 0.03% -56,689 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 120,093 $5.18M 0.6% -128,419 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 116,595 $5.03M 1.06% -33,640 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 113,214 $4.88M 3.31% -21,815 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 108,932 $4.7M 0.05% -85,533 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 108,320 $4.67M 1.3% -28,880 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 107,855 $4.65M 2.66% -2,170 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 107,391 $4.63M 0.45% -61,158 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 107,324 $4.63M 2.17% -1,096 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 106,956 $4.61M 0.33% -61,061 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 106,706 $4.6M 2.37% -6,106 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 106,391 $4.59M 1.06% -58,375 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 104,574 $4.51M 0.3% -47,177 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 103,245 $4.45M <0.01% -371,607 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 101,511 $4.38M 0.1% -39,491 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 99,681 $4.3M 0.15% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 103,450 $4.29M 0.07% -49,068 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 99,491 $4.29M 0.57% +98,912 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 98,862 $4.26M 1.34% -32,070 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 98,838 $4.26M 0.62% +68,140 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 98,200 $4.23M 0.37% -41,923 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 96,890 $4.18M 0.64% -67,427 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 95,633 $4.12M 2.6% new 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 113,339 $4.11M 2.34% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 93,394 $4.03M 0.08% -33,759 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 91,829 $3.96M 0.56% +3,284 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 91,795 $3.96M 1.02% +31,615 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 91,526 $3.95M 0.12% -40,361 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 91,194 $3.93M 0.04% -14,839 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 90,908 $3.92M 0.05% -18,825 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 89,880 $3.87M 0.88% -36,556 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 89,036 $3.84M 0.93% -38,660 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 87,162 $3.76M 0.07% -12,730 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 86,429 $3.73M 0.55% -9,441 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 86,042 $3.71M 1.06% -12,818 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 83,360 $3.59M 2.3% -12,719 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 81,257 $3.5M 1.98% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 80,674 $3.48M <0.01% +41,410 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 80,165 $3.46M 2.92% -42,585 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 80,142 $3.45M 0.21% -139,462 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 79,571 $3.43M 2.31% -23,802 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 79,361 $3.42M 0.35% -103,245 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 78,792 $3.4M 1.18% +59,489 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 78,351 $3.38M 0.82% -28,814 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 78,249 $3.37M 2.14% -34,742 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 78,106 $3.37M 0.1% -39,019 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 76,562 $3.3M 0.04% -16,757 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 76,018 $3.28M 1.37% -52,819 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 75,501 $3.25M 1.8% -31,127 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 74,395 $3.21M 0.08% -44,948 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 74,868 $3.19M 0.08% -46,576 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 73,212 $3.16M 1.17% -35,810 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 72,837 $3.14M 1.01% -15,428 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 72,807 $3.14M 1.66% +1,080 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 71,680 $3.09M 0.73% -30,027 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 70,888 $3.06M 0.06% -43,152 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 70,879 $3.06M <0.01% new 13F-HR/A Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 70,822 $3.05M 2.86% -22,375 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 70,374 $3.03M 0.13% -1,184 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 70,071 $3.02M 0.3% -37,469 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 69,617 $3M <0.01% +42,085 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 69,082 $2.98M 0.05% -10,548 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 68,634 $2.96M 0.84% +3,584 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 68,107 $2.94M 0.09% -9,559 13F-HR Timeline D. 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