JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,595,410 $881M 0.05% +482,092 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,897,424 $525M 0.12% +561,111 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,655,413 $492M 0.03% +519,189 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,594,171 $484M 0.94% new 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 2,459,000 $331M 3.22% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,296,254 $309M +243,711 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,796,203 $242M 2.27% -172 13F-HR Timeline National Mutual Insurance Federation of… in group National Mutual Insurance Fed… More: the full row for National Mutual Insurance Federation of Agricultural Cooperatives 1,275,000 $172M 1.12% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 662,346 $89.2M 3.83% -10,933 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 628,517 $84.7M 16.2% +38,509 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 627,996 $84.6M 0.15% +57,748 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 621,025 $83.7M 0.41% +59,908 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 592,222 $79.8M 0.02% +30,660 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 575,763 $77.6M 0.17% +56,340 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 575,463 $77.5M 0.07% +45,280 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 525,852 $70.8M 15.74% +28,061 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 475,747 $64.1M 1.01% +25,886 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 461,335 $62.2M 0.07% +174,398 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 438,383 $59.1M +7,800 Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 414,000 $55.8M 3.41% +17,359 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 290,843 $39.2M 16.69% +37,030 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 291,360 $39.2M 0.24% -812 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 259,074 $34.9M 0.07% +46,421 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 251,982 $33.9M 0.84% -3,668 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 233,818 $31.5M 0.2% new 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 202,739 $27.3M 4.87% +34,243 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 182,314 $24.6M <0.01% +36,886 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 178,000 $24M 0.03% +10,672 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 148,653 $20M 0.28% +1,415 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 132,571 $17.9M 6.65% +2,568 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 130,148 $17.5M 4.81% +8,299 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 121,695 $16.4M 0.57% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 114,823 $15.5M 9.18% +1,155 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 114,080 $15.4M 0.24% +1,226 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 105,559 $14.2M 1.66% +40,086 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 104,930 $14.1M 0.31% -2,175 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 104,759 $14.1M 0.1% +17,269 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 104,335 $14.1M 2.38% +1,896 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 97,518 $13.1M 0.39% +1,571 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 89,038 $12M <0.01% +7,770 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 77,742 $10.5M 1.63% -1,057 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 74,410 $10M 0.05% -26,897 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 70,693 $9.52M 0.06% +28,216 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 69,850 $9.41M 1.75% +3,815 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 68,195 $9.19M 0.24% -6,483 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 67,977 $9.15M 0.07% +43,719 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 63,807 $8.6M 6.44% -1,094 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 59,586 $8.03M 6.03% -20,821 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 58,425 $7.87M 0.72% -26,877 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 52,784 $7.11M 2.69% -1,299 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 50,929 $6.86M 0.78% -2,921 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 47,005 $6.33M 1.19% -2,287 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 46,034 $6.2M 0.11% +7,071 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 40,969 $5.52M 0.09% -48 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 39,600 $5.33M 0.49% +2,396 13F-HR/A Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 38,218 $5.22M 0.31% +6 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 36,151 $4.87M 0.01% -16,664 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 35,811 $4.82M 0.01% +30,537 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 34,928 $4.71M <0.01% -6,460 13F-HR Timeline Group Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 33,379 $4.5M 2.42% +3,214 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 31,725 $4.27M 6.53% +1,992 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 31,098 $4.19M 0.05% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 30,254 $4.08M 0.05% -302 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 29,765 $4.01M 1.37% +3,443 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 29,756 $4.01M 0.77% +10,037 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 29,319 $3.95M 0.18% +4,234 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 27,985 $3.77M +2,285 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 27,088 $3.65M 0.01% +499 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 26,533 $3.57M 0.23% -1,180 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 24,832 $3.35M 1.08% -1,618 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 24,145 $3.25M 0.16% +1,492 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 24,368 $3.24M +12,086 Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 22,936 $3.09M 2.18% -257 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 22,786 $3.07M <0.01% +1,440 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 21,355 $2.88M <0.01% +19,375 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 21,203 $2.86M 0.17% -23,333 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 20,984 $2.83M 0.09% +424 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 20,406 $2.75M 0.06% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 20,352 $2.74M 0.04% new 13F-HR Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 20,001 $2.69M 1.3% +115 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 19,698 $2.65M 1.38% -76 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 19,538 $2.63M 0.04% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 19,224 $2.59M 0.26% -715 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 18,676 $2.52M 0.07% +782 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 15,936 $2.16M 0.45% +47 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 15,616 $2.1M 0.48% -151 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 14,778 $2.07M 0.11% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 14,619 $1.97M 0.05% +518 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 14,495 $1.95M 0.27% -1,110 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,423 $1.94M 0.03% -576 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 13,927 $1.88M 1.21% +2,627 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,163 $1.77M 0.08% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,122 $1.77M 0.03% 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,703 $1.71M 0.32% -2,851 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 12,304 $1.66M 0.17% -344 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,298 $1.66M 0.04% -587 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,129 $1.63M 0.02% +7 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,037 $1.62M 0.04% +3,728 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,530 $1.55M <0.01% +1,168 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,435 $1.54M <0.01% -206 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 11,412 $1.54M 0.73% -8,496 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 11,164 $1.5M 0.39% -122 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,142 $1.5M 0.03% +380 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,623 $1.43M 0.01% +121 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 10,104 $1.36M 0.39% +43 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,952 $1.34M <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,924 $1.34M 0.11% +163 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,856 $1.33M 0.01% -17,650 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 9,700 $1.31M <0.01% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,377 $1.26M 0.05% -30,981 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,232 $1.24M 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,969 $1.21M 0.69% +1,004 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,577 $1.16M 0.05% -1,277 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,465 $1.14M 0.34% +759 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 8,279 $1.11M 1.28% -389 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,064 $1.09M 0.02% -109 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 7,550 $1.02M <0.01% +522 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 7,310 $985K <0.01% +3,112 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 6,599 $889K 0.18% -249 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,081 $882K 0.01% +842 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 6,471 $872K 0.55% -649 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,405 $863K 0.02% +832 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,385 $860K <0.01% +258 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 6,347 $855K <0.01% -55 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 6,108 $823K 0.18% +627 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 6,099 $822K 0.19% -1,312 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,980 $806K 0.19% +31 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5,834 $786K 0.1% -650 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 5,642 $760K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,368 $723K <0.01% +3,485 13F-HR Timeline Group Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 5,352 $721K 0.35% -249 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 5,280 $711K 0.2% -890 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,226 $704K 0.01% +722 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 5,132 $691K 0.42% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,029 $677K <0.01% -171 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 5,025 $677K 0.39% +16 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,938 $665K 0.04% +609 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,819 $649K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,713 $635K 0.01% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,710 $635K 0.03% +326 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 4,597 $619K 0.13% -64 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,477 $609K <0.01% -762 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,398 $592K 0.01% +3,134 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,138 $558K 0.09% new 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 4,121 $555K 0.19% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 4,046 $545K 0.19% +228 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,566 $480K 0.14% -18,984 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,355 $452K <0.01% -3,698 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,250 $438K 0.05% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,110 $419K <0.01% +23 13F-HR Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 3,071 $414K 0.16% -27 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,007 $405K <0.01% +25 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,007 $405K 0.02% -2,436 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,876 $387K 0.17% +219 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 2,872 $387K 0.12% +468 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 2,845 $383K 0.13% -52 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 2,754 $375K <0.01% +909 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,693 $363K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,691 $363K 0.07% 0 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,666 $359K 0.01% -7,859 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,635 $355K <0.01% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,622 $353K 0.09% +271 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,427 $327K 0.12% +440 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,243 $302K <0.01% +474 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,225 $300K 0.01% +6 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,217 $299K 0.01% -10 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,151 $290K 0.05% -2,091 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,146 $289K <0.01% -407 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,000 $269K 0.05% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,981 $267K 0.01% +5 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,973 $266K <0.01% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,947 $262K 0.04% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,943 $262K <0.01% -51 13F-HR Timeline Group CPWA, LLC More: the full row for CPWA, LLC 1,932 $260K 0.3% -45 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 1,764 $238K 0.26% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,765 $238K 0.03% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 1,748 $235K 0.11% -321 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,703 $229K 0.14% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,691 $228K 0.19% +4 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,684 $227K 0.1% -42 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,474 $199K 0.01% +9 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,330 $179K <0.01% +33 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,286 $173K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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