EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,239,592 $640M 3.15% +706,440 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,963,462 $616M 0.04% +170,198 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/ 3,296,753 $292M 0.02% -167,704 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,308,799 $204M 1.73% -179,854 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,631,663 $139M 0.07% +341,296 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,406,466 $124M 0.02% +99,212 13F-HR/A 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 1,027,578 $90.9M 0.02% -747,753 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,013,134 $89.6M 0.02% -88,747 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 803,093 $71M +62,395 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 800,110 $70.8M 0.08% +440,088 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 789,822 $69.9M 0.02% +41,739 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 687,632 $60.8M 0.01% +15,296 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 667,432 $59M +15,349 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 642,938 $56.9M 0.6% -76,807 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 471,504 $41.7M 0.07% +71,390 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 462,280 $40.9M 0.04% +12,162 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 453,226 $40.1M 5.35% -3,012 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 447,397 $39.6M 0.06% -188,669 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 435,687 $38.5M 5.04% +4,418 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 365,775 $32.4M 0.12% +8,067 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 364,686 $32.3M 0.01% -66,625 13F-HR/A Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 336,117 $29.7M 0.13% -276,343 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 312,779 $27.7M 0.03% +28,229 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 310,912 $27.5M 5.64% -2,225 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 308,271 $27.3M 3.95% +6,977 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 306,211 $27.1M 0.33% +1,777 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 285,999 $25.3M 0.06% +6,201 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 284,860 $25.2M 0.8% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 284,123 $25.1M 2.03% +3,737 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 273,590 $24.2M 4.43% +321 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 270,407 $23.9M 1.26% -29,183 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 258,797 $22.9M 5.77% +11,381 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 243,367 $21.5M 0.28% +90,876 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 232,500 $20.6M 2.15% +1,503 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 219,914 $19.5M 0.01% -405,140 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 212,032 $18.8M 0.32% -13,515 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 211,094 $18.7M 2.61% +17,757 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 208,525 $18.4M 0.02% +4,078 13F-HR Timeline Group GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 202,792 $17.9M 11.11% +4,501 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 200,087 $17.7M 0.05% -15,159 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 190,877 $16.9M 0.46% -2,081 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 186,482 $16.5M 1.86% +11,994 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 186,248 $16.5M 0.03% +126,127 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 184,951 $16.4M 0.08% +1,597 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 162,382 $14.4M +16,512 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 154,232 $13.8M 0.03% -43,714 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 150,539 $13.3M 0.02% -3,211 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 149,611 $13.2M 0.02% -23,844 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 141,661 $12.5M 1.36% -18,952 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 139,728 $12.4M 2.68% +15,625 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 137,557 $12.2M 0.02% +35,767 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 136,531 $12.1M 1.76% +470 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 135,479 $12M 0.02% +18,997 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 127,708 $11.7M 0.38% -8,887 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 128,706 $11.4M +7,564 Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 127,170 $11.2M 3.76% +7,099 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 127,017 $11.2M 4.46% +33,049 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 125,318 $11.1M 6.09% +1,611 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 125,044 $11.1M 2.96% +19,176 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 122,747 $10.9M 0.98% +4,698 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 121,164 $10.7M 3.94% +21,409 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 120,831 $10.7M 0.02% -455 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 120,568 $10.7M 3.62% -41,629 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 117,502 $10.4M 0.06% +2,316 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 117,040 $10.4M 0.05% +11,956 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 116,668 $10.3M 1% +4,969 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 115,115 $10.2M <0.01% +2,907 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 110,433 $9.77M 2.73% +1,516 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 109,558 $9.69M 0.01% -5,878 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 108,412 $9.58M 2.65% -4,063 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 107,556 $9.51M 1.17% -2,201 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 106,612 $9.43M 1.16% +13,113 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 102,741 $9.09M 4.72% +446 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 100,764 $8.91M 8.08% -34,769 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 100,483 $8.89M 0.01% -5,479 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 97,248 $8.6M 0.02% -1,242 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 96,543 $8.54M 7.1% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 96,507 $8.54M 0.01% -1,443,443 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 96,068 $8.5M 0.71% -2,912 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 96,002 $8.49M 1.91% +6,705 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 92,885 $8.22M 0.01% +8,535 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 88,444 $7.82M 1.97% +2,305 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 87,282 $7.72M 1.27% -4,430 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 86,901 $7.69M 0.19% -296 13F-HR Timeline Group Ariston Services Group More: the full row for Ariston Services Group 0 $7.56M 4.52% -85,423 13F-HR Timeline Amount filed as zero, left out of ratios. IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 84,809 $7.5M 0.03% +12,820 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 83,654 $7.4M 0.85% +3,487 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 83,606 $7.4M 0.02% -4,369 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 82,170 $7.27M 1.38% +21,119 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 81,294 $7.19M 0.03% -2,271 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 80,707 $7.14M 0.29% -10,147 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 74,397 $6.98M 0.1% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 78,691 $6.96M 0.02% +13,080 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 77,180 $6.83M 1.51% +1,395 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 76,783 $6.79M 1.05% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 76,600 $6.78M 0.49% -1,715 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 76,502 $6.77M 2.35% -8,080 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 72,903 $6.45M <0.01% -8,109 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 71,203 $6.3M 0.72% +15,395 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 72,273 $6.22M <0.01% +24,343 13F-HR/A Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 70,076 $6.2M 0.05% -1,306 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 69,322 $6.13M 0.51% -9,124 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 67,700 $5.99M 2.52% -86,798 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 66,431 $5.88M 0.82% +2,772 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 66,145 $5.85M 5.51% -3,647 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 65,921 $5.83M 0.29% -39 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 65,906 $5.83M 0.11% -756 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 64,448 $5.7M 0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 62,354 $5.7M 0.04% +2,565 13F-HR Timeline Group SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 60,315 $5.53M 1.63% -444 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 62,078 $5.49M 0.13% -16,119 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 61,829 $5.47M 0.01% +5,975 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 61,618 $5.45M 0.98% -913 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 61,306 $5.42M 0.17% +6,814 13F-HR/A Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 60,297 $5.33M 0.06% +4,193 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 60,058 $5.31M 0.35% +435 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 59,150 $5.23M 1.22% +2,029 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 58,269 $5.15M 0.25% +4,716 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 56,139 $4.97M 0.51% -3,929 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 55,679 $4.93M 0.22% -66 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 55,587 $4.92M 1.42% +11,732 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 55,000 $4.87M 0.07% -1,980,841 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 54,507 $4.82M 1.73% +175 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 53,803 $4.76M 0.06% +2,069 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 53,516 $4.73M 0.77% +2,054 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 53,477 $4.73M 1.93% +78 13F-HR Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 52,592 $4.65M 4.2% +3,138 13F-HR/A Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 51,553 $4.56M 4.01% +2,076 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 50,923 $4.5M 0.02% -1,807 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 49,699 $4.4M 0.17% -43,534 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 48,636 $4.3M 2.09% +454 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 48,252 $4.27M <0.01% new 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 44,712 $4.13M 0.32% +1,922 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 46,581 $4.12M 0.16% +1,127 13F-HR Timeline Group BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 46,207 $4.09M 1.58% +21,288 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 45,492 $4.08M 0.07% -3,747 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 43,737 $3.87M <0.01% -5,135 13F-HR Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 43,350 $3.83M 1.91% -273 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 43,228 $3.82M 3.43% -4,399 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 42,579 $3.77M 2.2% +2,099 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 42,089 $3.72M 0.52% -10,533 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 42,029 $3.72M 0.02% -85,839 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 41,324 $3.66M +579 Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 40,890 $3.62M 0.23% -502 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 40,683 $3.6M +2,038 Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 38,991 $3.45M 1.1% +3,918 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 38,483 $3.4M 0.01% +26,738 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 38,375 $3.39M 3.2% -564 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 38,154 $3.38M 0.04% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 37,346 $3.3M 0.03% +32,166 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 36,504 $3.23M 0.03% -6,015 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 36,496 $3.23M 0.22% +375 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 36,138 $3.2M 0.35% +280 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 36,070 $3.19M 0.02% -2,982 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 35,801 $3.17M 0.02% -5,253 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 35,789 $3.17M 1.23% +15,499 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 35,510 $3.14M 0.39% +1,060 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 34,932 $3.09M 0.06% +152 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 34,921 $3.09M 0.39% -141 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 34,812 $3.08M 1.6% -180 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 34,354 $3.04M 0.58% +187 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 34,093 $3.02M 0.18% -417 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 34,056 $3.01M 0.04% +1,045 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 33,046 $2.92M 0.04% -1,706 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 32,485 $2.87M 0.07% -1,399 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 32,005 $2.83M 0.37% -3,672 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 31,756 $2.81M 2.61% +269 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 31,026 $2.74M 1.16% +458 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 31,019 $2.74M 0.75% +203 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 30,891 $2.73M 0.27% -1,170 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 30,766 $2.72M 2.5% +138 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 29,107 $2.66M 0.29% new 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 29,965 $2.65M 0.52% +233 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 29,561 $2.61M 1.21% +72 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 29,542 $2.61M 0.29% -635 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 29,479 $2.61M 0.9% +111 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 28,770 $2.54M <0.01% +3,134 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,733 $2.54M 0.01% +559 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 28,652 $2.53M 0.84% +838 13F-HR/A Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 28,402 $2.51M 0.34% -104 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 27,845 $2.46M 0.08% +120 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 27,701 $2.45M 0.55% -921 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 27,696 $2.45M 0.36% -5,724 13F-HR Timeline Group New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 27,598 $2.44M 0.88% -7,060 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 27,227 $2.41M 0.96% +980 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 26,846 $2.41M 1.38% +2,286 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 27,141 $2.4M 0.13% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 26,895 $2.38M 0.23% -8 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 26,788 $2.37M <0.01% +2,889 13F-HR Timeline Group Nikulski Financial, Inc. 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