ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,241,208 $225M -64,013 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,153,160 $150M <0.01% -217,735 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 999,571 $69.4M 0.02% +29,507 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 862,590 $59.9M 0.05% -13,503 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 531,659 $36.4M <0.01% +10,736 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 337,552 $23.4M 0.02% -34,324 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 306,440 $21.3M 0.13% -3,816 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 289,925 $20.1M 0.09% -95 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 245,165 $17M 0.02% +12,911 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 227,544 $15.2M 0.22% -1,677 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 198,105 $13.8M 0.03% +33,001 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 155,820 $10.8M 0.53% -140 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 150,992 $10.5M <0.01% +19,781 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 143,096 $9.94M <0.01% +9,324 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 140,492 $9.76M <0.01% +10,850 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 138,023 $9.59M <0.01% +915 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 129,948 $9.02M 0.01% +113,450 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 127,807 $8.88M 1.19% +1,022 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 108,894 $7.56M 0.04% +12,988 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 107,355 $7.46M 0.02% +13,389 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/ 106,340 $7.39M <0.01% +2,545 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 103,607 $7.2M 0.01% -2,478 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 102,543 $7.12M 0.07% +2,085 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 99,061 $6.88M 2.34% +5,653 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 97,385 $6.76M 4.22% -6,714 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 96,764 $6.72M 0.01% +294 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 90,026 $6.22M 0.01% +8,062 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 88,052 $6.12M 0.43% new 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 87,855 $6.1M 0.25% +14,388 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 81,647 $5.67M 5.14% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 80,732 $5.61M 0.01% +1,985 13F-HR Timeline Group Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 77,452 $5.38M 1.18% +29,248 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 77,300 $5.37M 0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 76,314 $5.3M 0.01% +9,008 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 72,102 $5.01M 0.02% +9,264 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 71,552 $4.97M 0.55% -641 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 71,097 $4.94M 0.21% +451 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 69,001 $4.79M 0.55% -420 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 68,613 $4.77M <0.01% +2,157 13F-HR Timeline Group Atwater Malick LLC More: the full row for Atwater Malick LLC 68,225 $4.74M 1.03% 0 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 66,279 $4.6M 3.26% -5,168 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 62,998 $4.38M 0.01% +3,593 13F-HR/A Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 61,136 $4.25M 0.66% -3,839 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 60,517 $4.2M 0.01% +4,649 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 60,270 $4.19M 0.13% +9,668 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 59,297 $4.12M 0.01% +1,679 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 57,813 $4.02M +9,415 Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 57,487 $3.99M 1.36% -28,358 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 55,471 $3.85M 0.02% +1,854 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 52,573 $3.65M 0.22% +1,009 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 51,326 $3.56M 0.04% -4,380 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 48,246 $3.35M 1.8% +342 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 47,338 $3.29M 0.03% +2,502 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 45,053 $3.13M 0.7% -8,217 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 45,022 $3.13M 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 43,006 $2.99M +63 Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 42,360 $2.94M 0.46% -195 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 41,028 $2.85M 0.01% +14,478 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 41,174 $2.82M 0.37% -1,481 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 40,479 $2.81M 0.78% -201 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 39,388 $2.74M 0.01% +917 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 38,504 $2.67M 0.01% +2,836 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 38,474 $2.67M 0.02% +1,728 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 38,347 $2.66M 0.04% +2,658 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 38,337 $2.66M 0.02% -2,828 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 37,591 $2.61M <0.01% -1,439 13F-HR Timeline Group Values Added Financial LLC More: the full row for Values Added Financial LLC 37,216 $2.58M 0.93% +2,319 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 36,954 $2.57M 1.54% +1,263 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 36,174 $2.51M 0.79% -1,420 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 35,645 $2.48M 0.3% -3,040 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 35,143 $2.44M 0.01% -6,025 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 34,489 $2.4M 0.02% +13 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 33,782 $2.35M 1.81% +1,259 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 33,003 $2.29M <0.01% +3,756 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 30,281 $2.1M 0.17% -765 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 28,405 $1.94M 0.01% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 27,933 $1.94M 0.02% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,108 $1.93M <0.01% +18,586 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 28,043 $1.92M 0.05% -1,545 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 26,841 $1.86M 0.11% -2,604 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 26,467 $1.84M 1.11% +231 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 26,375 $1.83M 0.26% -31,885 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 25,210 $1.75M <0.01% +7,813 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 24,666 $1.71M 0.12% -1,827 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 24,294 $1.69M 0.02% -21,452 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,779 $1.65M 0.01% -139 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 23,730 $1.65M <0.01% new 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 22,714 $1.58M 0.03% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 23,138 $1.53M +12,130 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21,455 $1.49M <0.01% -32 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 21,186 $1.47M 0.45% -4 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 20,975 $1.46M 0.02% -7 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,504 $1.42M 0.01% +9,945 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 19,943 $1.39M 0.76% -826 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 19,855 $1.38M 0.03% +586 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 19,754 $1.37M 0.11% -1,936 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 18,217 $1.27M 0.5% +29 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 18,150 $1.26M 0.02% -211 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 17,594 $1.22M 0.18% -1,575 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,049 $1.11M 0.01% +977 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,977 $1.11M 0.02% +601 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 15,666 $1.09M 0.23% -999 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,918 $1.07M <0.01% +2,151 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,905 $1.04M 0.02% -305 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 14,903 $1.04M 0.11% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 14,215 $987K 0.26% -420 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 14,110 $980K 0.05% +244 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 13,896 $965K 0.08% -719 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 13,302 $924K 0.14% +8,314 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,076 $908K 0.02% -498 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,989 $902K 0.01% -60 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 12,819 $890K 0.06% -4,052 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 12,773 $887K -106 Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,741 $885K 0.02% +183 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,837 $878K 0.05% +10,491 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 12,249 $851K 0.01% -572 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,212 $848K <0.01% +720 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 12,208 $848K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,910 $827K 0.01% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,674 $819K 0.01% +86 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 11,633 $808K 0.02% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 11,548 $802K 0.61% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,282 $798K 0.01% -22 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 11,324 $786K 0.06% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 10,628 $738K 0.28% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,496 $729K 0.02% +4 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 10,423 $724K 0.21% +449 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 10,358 $719K 0.14% -112 13F-HR Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 4,594 $709K 0.57% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 10,177 $707K 0.18% +441 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 10,104 $702K 0.2% -1,242 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,906 $688K 0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,731 $676K 0.01% +441 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,190 $638K 0.02% +958 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,108 $633K 0.01% 0 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 9,004 $625K 0.15% +688 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 8,916 $619K 0.35% +114 13F-HR Timeline GTS FINANCIAL, LLC More: the full row for GTS FINANCIAL, LLC 11,471 $619K 0.45% +1,950 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,727 $606K 0.04% -7,523 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 8,606 $598K 0.1% +34 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 8,405 $584K 0.2% -887 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 8,355 $580K 0.16% +1,861 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,194 $569K 0.15% +789 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 8,087 $562K 0.01% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 8,063 $560K 0.27% -774 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 7,956 $553K 0.15% +308 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,948 $552K 0.03% -241 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,865 $546K 0.01% -37 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,656 $532K <0.01% +124 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 7,642 $531K 0.17% -579 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 7,636 $530K 0.29% -820 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,568 $526K 0.01% -1,801 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,546 $524K 0.01% +6,486 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 7,636 $523K 0.03% -820 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 7,491 $520K 0.19% -832 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 7,233 $502K 0.12% -701 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 7,136 $496K 0.22% -218 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 7,083 $492K 0.14% +630 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7,249 $487K 0.06% +295 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,989 $485K <0.01% -4,265 13F-HR Timeline Group EQ LLC More: the full row for EQ LLC 6,834 $475K 0.12% -294 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6,477 $450K 0.03% -450 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,473 $450K 0.04% -41 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,422 $446K <0.01% -18 13F-HR Timeline Group MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 6,339 $440K 0.15% -679 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 6,200 $431K <0.01% -1,600 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,085 $423K 0.08% -453 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 6,030 $419K 0.12% +11 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,891 $409K 0.05% -87 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 5,884 $409K 0.08% -1,335 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,842 $406K <0.01% -503 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,757 $400K 0.01% +1,820 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 5,737 $398K 0.09% -6 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,731 $398K 0.02% -11 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,664 $393K 0.02% +382 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,631 $391K <0.01% +1,811 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,554 $386K 0.01% +460 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 5,521 $383K 0.36% -7 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,466 $380K 0.02% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,411 $376K 0.01% +148 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,411 $376K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,405 $375K <0.01% +1,868 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,397 $375K 0.02% -249 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,378 $374K 0.12% +490 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,322 $370K 0.09% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,313 $369K 0.05% -106 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,256 $365K 0.04% +221 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,206 $362K 0.02% +29 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,194 $361K 0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,163 $359K 0.01% +188 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,158 $358K 0.1% +536 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,102 $354K <0.01% -59 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 4,931 $342K 0.1% +9 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,769 $331K <0.01% new 13F-HR Timeline Sovereign Financial Group, Inc. 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