ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 54,499,068 $2.06B +2,286,489 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 18,512,707 $701M 0.2% +2,917,809 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 10,294,011 $390M 0.02% +272,964 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,143,315 $308M 0.01% +7,953,615 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,693,229 $178M 1.39% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,603,075 $174M 0.01% +448,519 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,836,763 $145M 0.39% +55,879 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,621,300 $137M 0.16% +850,516 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,209,860 $122M 0.37% +45,440 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,124,101 $118M 0.54% +964,796 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/ 2,996,249 $113M 0.01% +473,902 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,479,443 $93.9M 0.22% +738,716 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 2,148,461 $81.3M 0.01% +138,511 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 1,987,648 $75.3M 4.05% +103,440 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,848,929 $70M 0.4% +132,426 13F-HR/A Timeline JB Capital LLC More: the full row for JB Capital LLC 1,708,700 $64.7M 2.79% +95,479 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,613,682 $61.1M 0.04% +636,183 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,526,018 $57.8M 0.84% +121,803 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,513,495 $57.3M 0.53% +457,903 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,349,144 $51.1M 0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,246,470 $47.2M 0.06% +338,853 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,220,914 $46.2M 0.33% +23,936 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,089,876 $41.3M 1.79% +76,789 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 998,741 $37.8M 0.07% +991,134 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 873,689 $33.1M 0.03% +19,525 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 771,335 $29.2M 0.19% +50,187 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 750,898 $28.4M 3.45% +204,393 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 727,593 $27.5M 0.97% +18,970 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 716,084 $27.1M 2.09% -37,719 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 716,663 $26.8M 0.04% +171,001 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 659,847 $25M 0.29% +115,448 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 580,578 $22M 0.03% +19,071 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 567,118 $21.5M 0.52% +26,378 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 566,135 $21.4M 0.19% -260,146 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 562,501 $21.3M 1.44% +45,155 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 489,554 $18.5M 3.27% +8,197 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 483,956 $18.3M 0.05% +32,227 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 478,253 $18.1M 3.04% +13,520 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 468,618 $17.7M <0.01% +331,294 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 466,433 $17.7M 1.02% +42,160 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 458,632 $17.4M 2.23% +11,148 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 456,645 $17.3M 0.02% +14,919 13F-HR Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 451,654 $17.1M 2.63% -131,489 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 406,028 $15.2M 3.44% +33,286 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 402,470 $15.2M 0.39% +107,686 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 390,483 $14.8M 0.5% +11,856 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 389,560 $14.7M 0.02% +26,133 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 383,437 $14.7M 1.09% +11,514 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 386,884 $14.6M 2.47% +12,884 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 363,374 $13.8M 2.1% +32,495 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 343,513 $13M 1.24% +5,034 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 340,007 $12.9M 2.08% +11,023 13F-HR Timeline EQ LLC More: the full row for EQ LLC 335,492 $12.7M 4.31% +66,061 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 333,385 $12.6M 0.1% -356 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 329,168 $12.5M 2.57% +254 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 318,189 $12M +71,529 Timeline KWB Wealth More: the full row for KWB Wealth 332,587 $11.8M 1.31% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 312,160 $11.8M 0.24% +88,045 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 300,862 $11.4M 1.43% +20,262 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 288,284 $10.9M 0.51% +46,574 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 285,696 $10.8M 2.99% +9,331 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 281,790 $10.7M 1.52% +13,592 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 281,347 $10.7M 2.76% +9,387 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 276,784 $10.5M 1.08% +9,273 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 273,820 $10.4M 0.45% +21,137 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 260,162 $9.85M 0.94% -18,272 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 257,629 $9.75M 0.15% +73,658 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 256,889 $9.73M 1.25% +59,754 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 250,002 $9.47M 0.22% +192,428 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 248,266 $9.4M 2.91% +8,423 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 244,462 $9.26M 1.67% +23,349 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 231,905 $8.78M 0.52% +18,152 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 230,737 $8.74M 0.1% +17,119 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 219,906 $8.33M 0.04% +65,379 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 219,014 $8.23M 2.52% +6,612 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 209,745 $7.94M 0.61% +9,581 13F-HR/A Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 206,666 $7.82M 0.77% +21,639 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 206,270 $7.81M 0.06% +8,589 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 205,267 $7.8M 2.36% +34,662 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 205,745 $7.79M 3.76% +18,707 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 204,195 $7.73M 3.31% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 203,991 $7.72M 3.64% +6,624 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 202,367 $7.66M 2.84% +8,188 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 201,737 $7.64M 0.09% -37,186 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 196,804 $7.45M 1.22% +6,831 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 193,603 $7.33M 0.96% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 190,988 $7.23M 0.24% +4,432 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 190,481 $7.21M 0.82% +1,335 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 190,125 $7.2M 2.1% +13,072 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 184,596 $6.94M 1.56% +43,709 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 177,239 $6.84M 0.6% +44,678 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 178,311 $6.75M 1.47% +7,548 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 174,668 $6.61M 0.03% new 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 174,509 $6.61M 0.31% +3,972 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 173,456 $6.57M 1.04% +34,024 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 172,726 $6.54M 0.08% +22,089 13F-HR Timeline Group TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 167,915 $6.36M 2.16% +9,477 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 162,117 $6.14M 0.9% +31,562 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 161,681 $6.12M 0.01% -11,807 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 158,684 $6.01M 0.39% +9,992 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 156,856 $5.94M 0.8% +149,842 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 154,877 $5.86M 0.03% +122,081 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 153,970 $5.83M 0.66% +3,711 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 153,275 $5.8M 0.1% +101,157 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 153,068 $5.8M 1.57% +1,455 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 150,571 $5.7M 2.83% +6,341 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 146,524 $5.53M 2.39% -235,988 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 145,330 $5.5M 0.45% +2,299 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 145,202 $5.5M 1.43% +5,101 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 144,102 $5.46M 2.52% -3,685 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 141,639 $5.41M 0.99% +8,576 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 140,177 $5.33M 0.03% +21,859 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 136,800 $5.18M 0.14% +7,988 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 135,887 $5.14M <0.01% +133,884 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 135,039 $5.11M 0.1% +3,026 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 127,515 $4.83M 0.18% +113,734 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 127,073 $4.81M 0.88% +8,304 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 126,067 $4.77M 0.6% +4,609 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 123,169 $4.66M 0.13% +33,636 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 122,893 $4.65M 0.89% +3,764 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 119,882 $4.64M 0.78% +14,589 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 121,166 $4.59M 2.1% +1,292 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 120,154 $4.55M 3.81% +2,949 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 119,397 $4.52M 0.13% +11,220 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 113,753 $4.31M 1.45% +9,371 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 113,216 $4.27M 0.13% +393 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 111,120 $4.21M 0.59% +18,872 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 106,548 $4.04M 2.06% +1,254 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 106,224 $4.02M 2.1% +553 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 100,033 $3.79M 1.63% +4,124 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 98,792 $3.74M 0.13% +4,375 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 98,723 $3.74M 0.44% -16,860 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 95,179 $3.6M 1.38% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 94,893 $3.59M 2.13% +15,116 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 94,666 $3.58M 1.61% -1,076 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 94,603 $3.58M 0.09% +60,977 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 89,328 $3.38M 1.16% +5,037 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 88,999 $3.37M 1.04% +7,711 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 87,532 $3.31M 0.72% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 85,088 $3.22M 1.27% +32,753 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 84,708 $3.21M 1.92% +6,380 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 82,820 $3.14M 0.06% +6,368 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 81,714 $3.09M 0.92% +4,342 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 81,466 $3.08M 1.9% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 81,318 $3.08M 0.07% +11,164 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 81,235 $3.08M 0.39% +3,502 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 80,212 $3.05M 0.07% +9,369 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 80,504 $3.05M 0.14% +36,583 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 79,176 $3M 1.89% +6,153 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 77,387 $2.93M 0.04% +4,715 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 76,879 $2.91M 1.64% +10,197 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 76,413 $2.9M 1.3% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 76,206 $2.89M 0.07% +4,625 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 75,925 $2.87M 0.05% +63,965 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 73,733 $2.79M 0.21% -4,463 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 73,661 $2.79M 0.39% -10,807 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 71,832 $2.72M 0.14% +7,391 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 69,754 $2.64M 0.06% +12,186 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 69,253 $2.62M 0.77% +19,768 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 67,669 $2.56M 1.59% +40,409 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 67,631 $2.56M 0.12% +8,334 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 67,755 $2.56M 1.08% +17,632 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 66,729 $2.53M 0.07% +15,649 13F-HR/A Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 65,868 $2.49M 0.44% +30,245 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 64,633 $2.45M 0.1% +5,372 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 64,489 $2.44M 0.14% -67,667 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 64,278 $2.43M 0.56% +4,154 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 63,421 $2.4M 1.27% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 63,221 $2.39M 0.32% +5,091 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 62,488 $2.37M 0.52% +7,913 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 62,389 $2.36M 0.27% +10,153 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 61,387 $2.33M 0.82% -875 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 61,223 $2.32M 1.52% +7,560 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 59,887 $2.3M 0.63% +17,541 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 60,152 $2.28M 0.73% +2,204 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 58,936 $2.23M <0.01% +314 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 57,979 $2.2M 0.04% +56,879 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 56,439 $2.14M 0.79% +32,090 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 55,615 $2.11M 0.08% +12,277 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 53,442 $2.06M 0.33% +52,813 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 54,413 $2.06M 1.85% +11,483 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 50,505 $1.91M 0.92% +44,446 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 50,054 $1.9M 0.04% +40,955 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 49,668 $1.88M <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 48,992 $1.85M 0.03% +25,955 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 48,554 $1.84M 0.07% +8,785 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 47,375 $1.79M 0.14% +23,693 13F-HR/A Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 46,986 $1.78M 1.05% +2,137 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 45,810 $1.76M 0.62% +4,038 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 45,176 $1.75M 0.06% +24,756 13F-HR Timeline Group RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 45,504 $1.72M 0.76% +4,241 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 45,249 $1.71M 1.44% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 44,909 $1.7M 0.06% +28,808 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 44,604 $1.69M 0.18% +5,734 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 43,782 $1.66M <0.01% +3,471 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 43,064 $1.63M 0.68% +12,330 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 42,535 $1.61M 0.03% +3,831 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 41,706 $1.58M 0.07% +10,486 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 41,598 $1.57M 0.12% -1,800 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 41,117 $1.56M 0.02% +1,114 13F-HR Timeline Group