ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 59,751,975 $2.16B +5,151,622 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 22,288,405 $807M 0.21% +1,913,437 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,428,888 $450M 0.01% -478,873 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,502,104 $404M 0.03% +854,574 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,806,956 $247M 0.01% +1,084,766 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,942,233 $179M 1.4% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,457,803 $161M 0.45% -144,272 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,197,789 $152M 0.16% +289,158 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,875,370 $140M 0.51% +306,181 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,647,639 $132M 0.01% +451,207 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,266,015 $118M 0.31% +4,338 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,047,617 $110M 0.03% +700,525 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,015,285 $109M 0.07% +383,985 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,740,311 $99.3M 0.25% +207,223 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 2,606,084 $94.4M 0.02% +272,849 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 2,305,676 $83.5M 4.02% +187,084 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,123,956 $76.9M 0.42% +158,816 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,065,477 $74.8M 0.56% +290,023 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,890,093 $68.5M 2.76% +113,972 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,851,404 $67.1M 0.83% +197,425 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,527,728 $55.3M 0.08% +99,611 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,258,967 $45.6M 0.28% +8,005 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,218,807 $44.1M 1.95% +76,765 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,130,140 $40.9M 1.16% +1,116,139 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,117,676 $40.5M 0.45% +1,073,998 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,061,856 $38.5M 0.04% +98,770 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,037,217 $37.3M 0.07% -40,510 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 897,320 $32.5M 3.61% +74,874 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 881,803 $31.9M 0.05% +79,910 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 840,632 $30.4M 0.35% +581,863 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 831,845 $30.1M 0.16% +31,980 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 787,796 $28.5M 0.99% +43,941 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 774,418 $28M 0.31% +68,712 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 760,984 $27.6M 0.04% new 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 672,284 $27.1M 1.76% +83,725 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 666,643 $24.1M <0.01% +44,387 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 651,745 $23.6M +308,520 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 641,918 $23.3M 0.54% +55,041 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 629,862 $22.8M 1.3% +61,807 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 627,402 $22.7M 0.03% +15,496 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 620,592 $22.5M 0.18% +108,628 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 604,706 $21.9M 0.06% +67,007 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 599,450 $21.7M 0.01% +345,185 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 523,659 $19M 0.44% +82,599 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 517,628 $18.7M 2.53% +19,996 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 507,069 $18.4M 0.09% +48,009 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 499,177 $18.1M 1.43% +170,922 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 496,548 $18M <0.01% +338,873 13F-HR/A Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 490,399 $17.8M 1.94% -7,632 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 484,110 $17.5M 2.97% +6,301 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 482,027 $17.5M 0.35% +82,947 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 474,852 $17.2M 0.02% -33,130 13F-HR Timeline Group West Wealth Group, LLC More: the full row for West Wealth Group, LLC 470,728 $17M 3.37% +34,413 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 457,206 $16.6M 2.68% +9,053 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 394,481 $16M 2.19% +19,146 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 390,981 $15.6M 1.08% +4,279 13F-HR Timeline EQ LLC More: the full row for EQ LLC 426,273 $15.4M 4.35% +38,995 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 415,525 $15.1M 2.7% +20,402 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 400,709 $14.5M 0.26% +29,994 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 372,521 $14.4M 1.42% -4,916 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 386,483 $14M 0.12% +11,075 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 365,829 $13.4M 0.13% +23,326 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 368,219 $13.3M 1.27% +18,940 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 363,538 $13.2M 0.41% -26,327 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 356,032 $12.9M 2.04% +8,490 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 342,463 $12.4M 1.46% +100,667 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 339,269 $12.3M 1.21% +43,395 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 337,815 $12.2M 1.52% +20,381 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 332,831 $12.1M 0.46% +27,631 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 332,537 $12M 0.08% +117,223 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 314,985 $11.4M 1.59% +20,157 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 305,939 $11.1M 1.89% +27,177 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 299,739 $10.9M 0.63% +237,324 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 299,604 $10.8M 2.62% +12,763 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 290,215 $10.5M 2.2% +252,187 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 289,984 $10.5M 0.61% +14,090 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 288,507 $10.5M 1.21% +24,694 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 283,515 $10.3M 0.05% +87,456 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 278,423 $10.1M 2.96% +23,039 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 276,332 $10M 0.53% +29,634 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 268,622 $9.73M 2.07% +2,023 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 248,512 $9M 0.93% -20,697 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 243,871 $8.83M 1.25% +21,461 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 216,546 $8.73M +16,140 Timeline Keystone Financial Group More: the full row for Keystone Financial Group 237,334 $8.6M 0.59% +19,207 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 235,781 $8.54M 3.68% +20,842 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 233,562 $8.46M 0.04% +40,670 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 232,674 $8.43M 0.84% +13,432 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 231,715 $8.39M 2.4% +12,503 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 228,895 $8.29M 1.04% +105,312 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 227,140 $8.23M 2.09% +23,004 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 225,851 $8.18M 2.52% +4,730 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 217,478 $7.98M 0.02% +194,822 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 219,755 $7.96M 1.21% +14,972 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 219,700 $7.96M 2.86% +10,667 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 219,604 $7.95M 0.31% +150,669 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 194,269 $7.9M 0.62% +12,542 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 218,014 $7.9M 3.69% +6,638 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 216,682 $7.85M 0.99% +16,887 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 214,703 $7.78M 0.09% +24,187 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 212,391 $7.69M 0.44% +20,638 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 197,691 $7.62M 0.15% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 208,392 $7.55M 0.68% +22,616 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 199,918 $7.33M 0.13% +68,507 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 196,247 $7.11M 0.01% +20,425 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 194,465 $7.04M 0.08% +5,982 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 192,269 $6.96M 0.08% +80,953 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 190,798 $6.91M 0.83% +5,458 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 182,606 $6.61M 0.37% +94,013 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 176,825 $6.4M 0.03% +12,129 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 176,770 $6.4M 2.07% +6,521 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 174,795 $6.33M 0.1% +10,121 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 168,549 $6.1M 0.69% -4,900 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 168,017 $6.09M 0.55% +70,379 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 166,848 $6.04M 2.54% +122,346 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 164,766 $5.97M 1.55% +6,393 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 164,317 $5.95M 0.66% +6,383 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 152,518 $5.52M 0.09% +4,822 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 151,751 $5.5M 0.44% +7,486 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 151,216 $5.48M 0.85% +10,602 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 150,235 $5.44M 1.37% +5,067 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 148,850 $5.39M 0.14% +1,589 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 142,441 $5.16M +51,093 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 141,002 $5.11M 0.13% +20,860 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 140,123 $5.08M 0.62% +9,367 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 137,200 $4.97M 1.57% +9,419 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 117,125 $4.95M 0.14% +21,235 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 135,165 $4.9M 0.95% +10,657 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 135,029 $4.89M 4.05% +9,661 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 134,233 $4.86M 0.36% +2,108 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 132,399 $4.8M 0.11% +20,677 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 131,887 $4.78M 0.17% +31,154 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 130,932 $4.74M 1.65% +125,649 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 128,837 $4.67M 2.1% +5,625 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 127,696 $4.63M 1.51% +18,074 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 108,420 $4.62M 3.11% -4,838 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 127,153 $4.61M 0.1% +10,020 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 126,436 $4.58M 1.15% +20,119 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 122,750 $4.45M 4.4% +2,284 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 121,444 $4.4M 0.13% +5,057 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 119,793 $4.34M 1.16% +109,052 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 119,343 $4.32M 0.12% +276 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 118,300 $4.28M 0.11% +7,464 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 116,710 $4.23M 2.18% +9,619 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 114,459 $4.15M 3.19% +15,942 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 114,040 $4.13M 0.1% +68,539 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 113,339 $4.11M 2.34% 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 112,991 $4.09M 3.31% +8,644 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 112,812 $4.09M 2.35% +8,757 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 110,025 $3.99M 2.45% -8,510 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 98,860 $3.98M 1.74% +2,560 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 109,733 $3.97M 0.06% +19,990 13F-HR Timeline Group SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 109,632 $3.97M 2.03% +4,467 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 109,022 $3.95M 1.82% +4,235 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 107,540 $3.9M 0.44% +2,518 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 107,165 $3.88M 1.11% +10,990 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 106,628 $3.86M 2.28% +7,109 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 106,033 $3.84M 0.05% +23,995 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 103,373 $3.74M 3.11% +25,735 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 101,707 $3.68M 0.98% +10,451 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 99,892 $3.62M 0.08% +10,023 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 96,508 $3.5M 0.88% +11,142 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 96,079 $3.48M 2.54% +6,486 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 95,870 $3.47M 0.59% -4,824 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 94,830 $3.43M 3.22% +4,222 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 93,380 $3.38M 0.68% +5,600 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 93,319 $3.38M 0.04% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 93,197 $3.38M 3.14% 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 91,965 $3.33M 0.37% +11,024 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 79,733 $3.29M 0.44% +22,091 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 88,874 $3.22M 0.75% +16,769 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 88,545 $3.21M 0.49% +7,913 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 88,265 $3.2M 1.17% +4,724 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 87,906 $3.18M 0.18% +14,849 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 83,886 $3.04M 1.9% +4,297 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 82,330 $2.98M 1.48% +3,770 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 80,488 $2.92M 0.6% +7,258 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 79,630 $2.88M 0.06% +7,539 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 78,093 $2.83M 1.15% +6,522 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 77,971 $2.82M 0.35% +3,945 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 77,753 $2.82M 0.52% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 77,666 $2.81M 0.1% +9,858 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 77,060 $2.79M 0.2% +1,984 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 76,483 $2.77M 0.13% +3,293 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 74,571 $2.7M 0.13% +5,015 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 73,877 $2.68M 0.6% +5,753 13F-HR Timeline J.W. 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