ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 54,600,353 $2.11B +101,285 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 20,374,968 $786M 0.21% +1,862,261 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,907,761 $498M 0.01% +4,764,446 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 10,647,530 $411M 0.03% +353,519 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,722,190 $221M 0.01% +1,119,115 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,602,075 $177M 0.43% +765,312 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,908,631 $151M 0.16% +287,331 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,569,189 $138M 0.5% +445,088 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,261,677 $126M 0.34% +51,817 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/ 3,196,432 $123M 0.01% +200,183 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,631,300 $101M 0.06% +1,017,618 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,533,088 $97.7M 0.22% +53,645 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,347,092 $90.5M 0.02% +997,948 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 2,333,235 $90M 0.02% +184,774 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 2,118,592 $81.7M 4.07% +130,944 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,965,140 $75.8M 0.41% +116,211 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,776,121 $68.5M 2.8% +67,421 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,775,454 $68.5M 0.55% +261,959 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,653,979 $63.8M 0.84% +127,961 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,428,117 $55.1M 0.07% +181,647 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,250,962 $48.2M 0.29% +30,048 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,142,042 $44M 1.84% +52,166 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,077,727 $41.9M 0.07% +78,986 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 963,086 $37.1M 0.03% +89,397 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 822,446 $31.7M 3.61% +71,548 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 801,893 $30.9M 0.05% +85,230 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 799,865 $30.8M 0.18% +28,530 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 743,855 $28.7M 0.98% +16,262 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 738,477 $28.5M 2.13% +22,393 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 705,706 $27.2M 0.31% +45,859 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 622,256 $24M <0.01% +153,638 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 611,906 $23.6M 0.03% +31,328 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 588,559 $22.7M 1.51% +26,058 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 586,877 $22.6M 0.55% +19,759 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 568,055 $21.9M 1.31% +101,622 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 537,699 $20.7M 0.05% +53,743 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 511,964 $19.7M 0.23% -54,171 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 507,982 $19.6M 0.02% +118,422 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 498,031 $19.2M 3.24% +8,477 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 497,632 $19.2M 2.44% +39,000 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 479,005 $18.5M 0.02% +22,360 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 477,809 $18.4M 3.07% -444 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 459,060 $17.7M 0.08% +239,154 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 448,153 $17.3M 2.86% -3,501 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 441,060 $17M 0.41% +38,590 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 436,315 $16.8M 3.49% +30,287 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 399,080 $15.4M 0.31% +149,078 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 395,123 $15.2M 2.37% +8,239 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 389,865 $15M 0.49% -618 13F-HR Timeline EQ LLC More: the full row for EQ LLC 387,278 $14.9M 4.31% +51,786 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 386,702 $14.9M 1.09% +3,265 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 377,437 $14.6M 1.38% +44,850 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 375,408 $14.5M 0.11% +42,023 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 375,335 $14.5M 2.18% +11,961 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 370,715 $14.3M 0.26% +58,555 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 349,279 $13.5M 1.25% +5,766 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 347,542 $13.4M 2.1% +7,535 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 343,225 $13.2M +25,036 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 342,503 $13.2M 0.14% +84,874 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 336,400 $13M 2.63% +7,232 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 328,255 $12.7M 1.2% +71,366 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 317,434 $12.2M 1.5% +16,572 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 305,200 $11.8M 0.43% +16,916 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 295,874 $11.4M 1.12% +19,090 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 294,828 $11.4M 1.58% +13,038 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 294,714 $11.4M 2.77% +9,018 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 286,841 $11.1M 2.77% +5,494 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 278,762 $10.7M 1.85% +34,300 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 275,894 $10.6M 0.63% +2,074 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 269,209 $10.4M 0.95% +9,047 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 266,599 $10.3M 2.15% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 263,813 $10.2M 1.23% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 258,769 $9.98M 0.11% +28,032 13F-HR Timeline Group Keystone Financial Services More: the full row for Keystone Financial Services 255,384 $9.85M 2.97% +7,118 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 254,265 $9.8M <0.01% +118,378 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 246,698 $9.51M 0.55% +14,793 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 241,796 $9.32M 1.15% +84,940 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 222,410 $8.58M 1.19% +25,606 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 221,121 $8.53M 2.57% +2,107 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 219,212 $8.49M 2.36% +13,945 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 219,242 $8.45M 0.84% +12,576 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 218,127 $8.41M 0.62% +8,382 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 215,314 $8.3M 0.06% +9,044 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 214,939 $8.29M 3.66% +10,948 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 211,376 $8.15M 3.9% +5,631 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 209,033 $8.06M 2.9% +6,666 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 204,783 $7.9M 1.18% +31,327 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 204,136 $7.87M 2.24% +14,011 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 200,406 $7.86M +155,230 Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 199,795 $7.64M 0.94% +6,192 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 197,691 $7.62M 0.15% +70,176 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 196,059 $7.58M 0.04% +55,882 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 192,892 $7.44M 0.03% +18,224 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 191,753 $7.39M 0.44% +33,069 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 190,516 $7.35M 0.08% +17,790 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 188,483 $7.27M 0.08% -13,254 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 185,776 $7.16M 0.69% +7,465 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 185,340 $7.15M 0.97% +23,223 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 181,727 $7.09M 0.6% +4,488 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 175,822 $6.78M 0.01% +14,141 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 173,449 $6.69M 0.73% -17,032 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 170,249 $6.56M 2.17% +2,334 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 168,335 $6.49M 0.29% -6,174 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 164,696 $6.35M 0.03% +9,819 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 164,674 $6.35M 0.11% +11,399 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 158,373 $6.11M 1.6% +5,305 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 157,934 $6.09M 0.67% +3,964 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 157,675 $6.08M <0.01% +153,226 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 149,045 $5.75M 0.1% +67,727 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 147,696 $5.7M 0.09% +124,150 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 147,261 $5.68M 0.15% +10,461 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 143,295 $5.63M 1.14% -41,301 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 145,168 $5.6M 1.43% -34 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 144,265 $5.56M 0.44% -1,065 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 140,614 $5.42M 0.89% +13,541 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 132,125 $5.09M 0.37% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 131,411 $5.07M 0.09% +48,591 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 130,756 $5.04M 0.61% +4,689 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 127,781 $4.93M 1.58% +14,028 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 125,368 $4.83M 4.13% 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 124,508 $4.8M 1.12% +1,615 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 123,212 $4.75M 2.13% +2,046 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 123,583 $4.74M 0.61% +12,463 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 118,535 $4.65M 2.47% -27,989 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 120,466 $4.65M 4.52% +312 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 120,142 $4.63M 0.13% +745 13F-HR/A Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 119,067 $4.59M 0.13% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 117,133 $4.52M 0.1% +47,379 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 116,398 $4.49M 0.79% -25,241 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 116,387 $4.49M 0.13% +3,171 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 113,258 $4.37M 2.23% -30,844 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 111,722 $4.31M 0.11% +17,119 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 111,316 $4.29M 0.05% +62,324 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 110,836 $4.27M 0.11% -12,333 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 109,622 $4.23M 1.5% +14,443 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 106,317 $4.14M 1.21% +16,989 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 107,091 $4.13M 2.1% +867 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 105,165 $4.06M 2.03% -1,383 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 105,022 $4.05M 0.47% +6,299 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 104,787 $4.04M 1.69% +4,754 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 104,347 $4.02M 3.29% 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 104,055 $4.01M 2.28% +9,162 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 100,733 $3.88M 0.14% +1,941 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 99,519 $3.84M 2.25% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 100,694 $3.82M 0.65% -19,188 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 98,517 $3.8M 2.99% 13F-HR/A Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 97,638 $3.76M 0.44% +86,069 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 96,300 $3.71M 1.58% +1,634 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 96,175 $3.71M 1.06% +7,176 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 95,890 $3.7M 0.16% -95,098 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 90,608 $3.55M 3.09% 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 91,348 $3.52M <0.01% +41,680 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 91,256 $3.52M 0.94% +9,542 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 89,869 $3.47M 0.07% +9,657 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 89,743 $3.46M 0.05% +13,818 13F-HR Timeline Group Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 89,593 $3.45M 2.5% 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 88,593 $3.42M 0.41% +7,358 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 87,780 $3.38M 0.77% +248 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 85,840 $3.31M 2.08% +4,374 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 85,366 $3.29M 0.89% +16,113 13F-HR/A Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 85,161 $3.28M 0.14% +4,657 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 83,541 $3.22M 1.21% -1,547 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 82,038 $3.16M 0.04% +4,651 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 80,941 $3.12M 0.35% +18,552 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 80,632 $3.11M 0.49% +14,764 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 79,589 $3.07M 1.89% +413 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 78,560 $3.03M 1.56% +1,681 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 77,638 $2.99M 2.59% +32,389 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 77,333 $2.98M 0.06% +1,127 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 75,076 $2.89M 0.21% +1,343 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 74,026 $2.85M 0.54% +365 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 73,230 $2.82M 0.6% +10,742 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 73,190 $2.82M 0.13% +5,559 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 73,057 $2.82M 0.17% +8,568 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 71,571 $2.8M 1.13% +3,816 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 72,105 $2.78M 0.68% +12,218 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 72,091 $2.78M 0.06% +5,362 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 70,642 $2.72M <0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 69,556 $2.68M 0.13% +4,923 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 69,315 $2.67M 0.84% +40,749 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 68,949 $2.66M 2.44% 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 68,935 $2.66M 0.3% +5,714 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 68,656 $2.65M 1.64% +987 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 68,193 $2.63M 1.66% +6,970 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 68,124 $2.63M 0.58% +3,846 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 67,808 $2.61M 0.09% +19,254 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 65,887 $2.54M 1.29% +2,466 13F-HR Timeline J.W. COLE ADVISORS, INC. 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