BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,950,316 $864M 0.08% +508,299 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 717,749 $157M 0.06% +14,085 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 549,339 $120M 0.01% -68,748 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 498,732 $109M +10,714 Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 458,746 $100M 18.99% +883 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 407,167 $89.1M 0.02% +48,725 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 377,978 $82.7M 0.02% -13,598 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 357,782 $78.3M 1.87% -18,867 13F-HR Timeline Group Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 321,788 $70.4M -61,770 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 264,235 $57.8M 0.11% +16,768 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 233,521 $51.1M 0.07% +17,411 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 222,372 $48.7M 0.16% +23,422 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 192,725 $43.1M 2.14% -521,696 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 194,905 $42.6M 0.01% +15,888 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 162,067 $35.5M 0.01% +4,857 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 153,164 $33.5M 0.07% +142,038 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 143,809 $31.5M 0.03% +1,832 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 132,661 $29M 0.03% +5,330 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 129,767 $28.4M 0.06% +2,233 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 114,810 $25.1M 0.08% +228 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 109,503 $24M 0.01% +22,381 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 108,413 $23.7M 0.06% +1,197 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 96,509 $21.1M 0.39% +94,502 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 95,608 $20.9M 4.1% +6,892 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 85,925 $18.8M 0.03% -20,387 13F-HR Timeline Group Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 80,414 $17.6M 4.44% -178 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 80,244 $17.6M 1.32% -1,041 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 75,000 $16.4M 0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 74,061 $16.2M -13,793 Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 73,163 $16M 0.19% -7,546 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 72,986 $16M <0.01% -25,453 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 72,874 $15.9M +3,381 Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 72,265 $15.8M 0.19% -9,237 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 59,996 $13.1M 0.47% +1,142 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 57,264 $12.5M 5.2% new 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,162 $12.5M 5.19% -17,996 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 56,437 $12.3M 0.04% +1,696 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 51,127 $11.2M 0.04% -512 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 50,599 $11.1M 0.72% -2,828 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 48,418 $10.6M 7.19% -3,317 13F-HR/A Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 47,593 $10.4M 6.55% -2,000 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 44,349 $9.7M 0.06% +5,374 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 43,096 $9.43M 1.51% +4,153 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 42,253 $9.25M 0.09% +39,321 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 42,253 $9.25M 0.09% +39,321 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 42,178 $9.23M 0.06% -1,458 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 41,184 $9.01M 0.05% -1,704 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 40,968 $8.96M 2.25% +89 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 40,044 $8.76M 0.03% -35,252 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 38,941 $8.52M 0.13% +24 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 39,816 $8.42M 0.19% 0 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 37,218 $8.14M 0.32% +14,734 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 36,839 $8.06M <0.01% -346 13F-HR Timeline Group Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 36,322 $7.99M 3.81% +6,114 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 35,579 $7.79M 4.92% +1,651 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 33,900 $7.42M 3.58% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31,882 $6.98M 0.01% +9,345 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 31,275 $6.84M 3.83% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 30,471 $6.67M 0.02% +1,842 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 28,495 $6.24M 2.58% +475 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 28,480 $6.23M 0.01% +3,063 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 28,052 $6.14M 2.27% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 27,665 $6.05M <0.01% -358 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 27,116 $5.93M 0.81% new 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 26,994 $5.91M 2.75% -502 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 26,720 $5.85M <0.01% -29 13F-HR/A Timeline Group Systelligence, LLC More: the full row for Systelligence, LLC 26,633 $5.83M 1.4% -7,591 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 26,413 $5.78M 0.46% -76 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,373 $5.77M 0.18% +9,239 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 26,193 $5.73M 0.89% -2,802 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 26,164 $5.73M 0.22% +14,919 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 26,150 $5.72M 0.06% +743 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 25,218 $5.52M 0.03% +99 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 25,077 $5.49M 0.1% +423 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 25,154 $5.48M 2.37% +5,223 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 25,062 $5.47M 3.34% +134 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 24,550 $5.37M 0.16% +1,174 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,319 $5.1M 0.01% -1,698 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 23,122 $5.06M 1.69% +192 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 22,007 $4.92M 0.94% +8,208 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 22,475 $4.92M 0.04% -279 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 21,821 $4.77M 0.01% -29,617 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 21,800 $4.77M <0.01% -10 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 21,579 $4.72M 0.07% +14,002 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 21,369 $4.68M 3.5% +302 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 21,246 $4.65M 0.07% +586 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 21,165 $4.63M 2.93% +285 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 21,137 $4.63M 1.43% -9,383 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 20,662 $4.52M 0.33% -471 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,292 $4.44M 0.01% +16,685 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 19,915 $4.36M 0.07% -5,538 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 19,882 $4.35M 1.62% +8,656 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 19,545 $4.21M 1.9% -333 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 18,590 $4.07M 0.66% +1,129 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 18,510 $4.05M 0.05% +653 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,427 $4.03M 0.02% +17,370 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 18,181 $3.98M 0.06% +2,227 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 18,146 $3.97M 0.01% -2,158 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,005 $3.89M <0.01% +5,450 13F-HR/A Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 17,366 $3.8M 1.56% new 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 16,804 $3.68M 0.68% -11 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 16,756 $3.67M <0.01% +346 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 16,500 $3.61M 0.01% +6,100 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 16,309 $3.57M 0.02% -180 13F-HR Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 15,718 $3.44M 1.34% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 15,604 $3.41M 0.39% -55 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,566 $3.41M <0.01% +44 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 15,443 $3.38M 0.09% -600 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,268 $3.34M 0.18% -24 13F-HR/A Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 14,882 $3.26M 2.16% +3,940 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 14,721 $3.22M 1.13% +1,238 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,367 $3.14M 0.03% +770 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 14,191 $3.11M 0.1% +5,213 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,973 $3.06M 0.25% +438 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 13,881 $3.04M 0.85% +1,096 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 13,657 $2.99M 0.01% -31 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 13,533 $2.96M 1.22% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 13,484 $2.95M 0.23% +2,728 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 13,289 $2.91M 1.33% -508 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 13,172 $2.88M 0.1% -489 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,932 $2.83M 0.05% -166 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 12,931 $2.83M 0.65% +2,341 13F-HR/A Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,900 $2.82M 0.01% +2,165 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 12,897 $2.82M 0.01% +519 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 12,543 $2.74M 2.53% +496 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 12,359 $2.72M 0.32% -11,461 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 12,293 $2.69M 0.55% -314 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,244 $2.68M 0.02% +42 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 12,161 $2.66M 0.92% -66 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 11,896 $2.6M 0.68% +4,684 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 11,817 $2.59M 1.24% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,759 $2.57M 0.38% -63 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 11,752 $2.57M 1.49% +2,410 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 11,632 $2.55M 0.87% +1,045 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11,606 $2.54M 0.32% -1,575 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,483 $2.51M 0.01% -1,559 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 11,438 $2.5M 0.26% +317 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 11,432 $2.5M 1.34% +2,379 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 11,421 $2.5M 0.61% -1,281 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 11,265 $2.47M 1.68% -1,644 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,227 $2.46M 0.02% +2,021 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,192 $2.45M 0.22% +3,771 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,087 $2.43M 0.11% +702 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,070 $2.42M 0.02% +221 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10,997 $2.41M 0.51% +188 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 10,532 $2.3M 0.2% -109 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,426 $2.28M 0.21% +404 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 10,391 $2.27M 0.21% -186 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10,259 $2.24M 0.03% +25 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 10,272 $2.21M 2.11% +249 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 10,219 $2.21M 0.56% +1,921 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 9,927 $2.17M +1,702 Timeline One Day In July LLC More: the full row for One Day In July LLC 9,837 $2.15M 0.22% +93 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,871 $2.15M 0.09% +105 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 9,745 $2.13M 0.69% +10 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,479 $2.07M 0.01% +1,016 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,458 $2.07M 0.12% -580 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,323 $2.04M 0.74% +4 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,635 $1.89M 0.1% new 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 8,457 $1.85M 0.83% -19 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 8,377 $1.83M 0.51% +34 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,362 $1.83M 0.02% -540 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,193 $1.79M <0.01% +1,004 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 8,043 $1.77M 0.4% +5,452 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,015 $1.75M 0.05% +42 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,816 $1.71M 0.02% +6,510 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 7,723 $1.69M 0.01% +860 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,589 $1.66M 0.03% +5 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 7,560 $1.65M 0.36% new 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 7,496 $1.64M 0.97% -124 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,414 $1.62M 0.05% -295 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 7,380 $1.61M 0.43% +137 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 7,380 $1.61M 0.16% -52 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,349 $1.61M 0.14% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,315 $1.6M 0.02% -246 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 7,280 $1.59M 0.04% +40 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 7,245 $1.59M 0.96% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,181 $1.57M 0.12% +6,406 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,147 $1.56M 0.05% -2,304 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,076 $1.55M 0.05% +237 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,029 $1.54M 0.02% -858 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. 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