Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 53,572,236 $1.05B 4.1% -4,007,284 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 7,850,659 $153M 0.04% +209,088 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,914,119 $135M 0.03% -159,382 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,958,065 $116M 0.01% -1,414,342 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/ 4,116,285 $80.4M 0.01% -1,227,626 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,694,133 $72.1M 0.01% +218,145 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,547,599 $69.3M 0.02% -1,092,331 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,922,854 $57.1M 2.76% +99,042 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,655,680 $51.9M 0.01% -4,465,263 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,613,791 $51M 0.29% -136,314 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,423,681 $47.3M 0.13% -204,975 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,326,205 $45.4M 3.39% +138,312 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,122,697 $41.5M 0.01% -126,218 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,834,898 $35.8M 0.05% +28,630 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,715,826 $33.5M 0.01% +51,230 13F-HR Timeline Group TLWM More: the full row for TLWM 1,702,736 $33.3M 5.99% +125,891 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,531,734 $29.9M 0.34% +21,859 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,502,593 $29.3M 2.53% -300,590 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,458,574 $28.5M 0.03% +830,583 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,375,702 $26.9M 0.01% +124,822 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,359,289 $26.5M 1.86% -57,702 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,358,845 $26.5M 2.06% +27,735 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,345,166 $26.3M +198,963 Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 1,313,892 $25.7M 6.63% +63,977 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 1,063,868 $20.8M 5.96% +6,735 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,051,975 $20.5M 1.93% +133,366 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,040,832 $20.3M 0.36% -298,651 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 1,022,143 $20M 3.64% -1,312 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,021,513 $20M 1.36% -168,241 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 907,602 $17.7M 0.03% -144,418 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 877,413 $17.1M 0.03% -28,572 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 771,743 $15.1M 0.75% +63,114 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 759,178 $14.8M 7.64% +9,087 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 716,112 $14M 0.01% +99,924 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 707,308 $13.8M 0.02% +21,279 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 700,055 $13.7M 0.26% +40,960 13F-HR Timeline Group St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 699,745 $13.7M 7.75% +90,796 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 693,481 $13.5M 0.01% -98,313 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 679,516 $13.3M 0.05% -81,055 13F-HR/A Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 619,032 $12.1M 0.75% -81,092 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 612,918 $12M 0.01% +102,125 13F-HR Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 612,857 $12M 4% +58,255 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 603,532 $11.8M 0.06% +62,067 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 584,593 $11.4M 1.58% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 572,817 $11.2M 0.03% -247,903 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 532,800 $10.4M 2.12% -565,196 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 523,847 $10.2M -20,310 Timeline CVFG LLC More: the full row for CVFG LLC 521,129 $10.2M 1.27% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 498,192 $9.72M <0.01% +66,569 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 493,875 $9.65M 0.1% new 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 482,655 $9.43M 2.52% -10,053 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 474,538 $9.27M 1.92% +20,726 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 468,843 $9.16M 0.8% +16,193 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 446,410 $8.73M 2.4% +61,270 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 431,176 $8.42M 3.86% +11,859 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 425,612 $8.31M 3.41% -97,093 13F-HR Timeline WLTH Capital Management, LLC More: the full row for WLTH Capital Management, LLC 424,988 $8.3M 6.51% +18,177 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 423,872 $8.28M 0.01% +40,011 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 421,652 $8.23M 0.17% +17,175 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 417,575 $8.16M 0.04% +67,990 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 417,495 $8.15M 0.01% +19,548 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 385,203 $7.52M 0.89% +20,077 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 384,376 $7.51M 2.12% -19,312 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 375,534 $7.35M 0.24% +25,361 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 364,152 $7.11M 1.24% -86,748 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 362,289 $7.08M 7.94% +16,460 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 359,514 $7.03M 1.59% -394,880 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 354,908 $6.93M 1.46% -472,534 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 352,881 $6.89M 3.78% +38,320 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 348,410 $6.8M 0.72% +1,551 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 337,543 $6.59M 1.22% +45,076 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 330,526 $6.46M 3.63% +14,996 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 319,873 $6.25M 1.92% +110,713 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 309,381 $6.04M 0.85% +13,007 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 308,699 $6.03M 2.34% +53,964 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 302,569 $5.91M 0.77% +32,690 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 289,886 $5.66M 4.66% +26,844 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 289,707 $5.66M 2.38% +8,990 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 284,807 $5.56M 0.1% -2,844 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 282,597 $5.52M 1.22% +166,436 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 279,907 $5.47M 0.05% +115,560 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 276,986 $5.41M 0.04% +51,179 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 276,773 $5.41M 0.24% +14,735 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 276,045 $5.39M 0.62% +2,432 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 266,934 $5.21M 0.12% +9,187 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 255,488 $4.99M 2.62% -21,453 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 252,927 $4.94M 0.02% -7,373 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 252,668 $4.93M 0.1% -5,187 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 251,445 $4.91M 4.86% -101,230 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 250,363 $4.89M 0.02% +1,818 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 247,019 $4.82M 3.83% +20,881 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 237,498 $4.64M 0.34% -12,602 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 237,161 $4.63M 0.6% +28,667 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 234,908 $4.59M 0.01% +216,772 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 234,002 $4.57M 0.64% +1,482 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 233,502 $4.56M 0.02% +867 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 233,171 $4.55M 2.89% -15,790 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 214,225 $4.18M 2.78% +6,420 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 201,253 $3.93M 0.25% +2,168 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 200,802 $3.92M 0.29% +4,924 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 200,351 $3.91M 0.37% +1,515 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 197,686 $3.86M 1.11% -1,565 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 194,906 $3.81M 1.5% +19,420 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 190,086 $3.71M 0.04% +15,847 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 189,027 $3.69M 0.07% -17,324 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 184,198 $3.6M 0.06% -1,485 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 180,619 $3.53M 0.03% -34,484 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 179,008 $3.5M 3.21% -3,326 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 177,413 $3.46M 0.62% +42,164 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 176,807 $3.45M 0.55% -19,848 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 175,187 $3.42M 0.06% +728 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 173,427 $3.39M 0.01% -21,415 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 172,849 $3.38M 0.19% -6,761 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 167,201 $3.27M 2.04% +11,996 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 163,783 $3.2M 0.12% +9,273 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 161,306 $3.15M 0.02% -616 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 157,854 $3.08M 0.81% +5,927 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 156,794 $3.06M 0.71% -17,630 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 155,078 $3.04M 0.02% -4,300 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 154,839 $3.03M 0.3% -2,690 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 147,036 $2.87M 0.63% +9,363 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 146,228 $2.86M -24,841 Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 144,239 $2.82M 0.59% -642 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 141,679 $2.77M 0.01% -121,027 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 139,466 $2.72M <0.01% new 13F-HR Timeline Group Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 138,329 $2.7M 1.55% +703 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 137,359 $2.68M 0.18% +14,805 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 135,106 $2.64M 0.06% -4,942 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 134,859 $2.63M 1.09% +17,954 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 132,475 $2.59M 0.21% -7,277 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 131,837 $2.57M 0.08% -50,825 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 124,271 $2.43M 0.24% -10,714 13F-HR/A Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 122,235 $2.39M 0.24% +5,123 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 121,335 $2.37M 0.99% -31,953 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 120,318 $2.35M 1.65% +1,566 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 113,349 $2.21M 0.05% new 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 112,310 $2.19M 1.68% -6,167 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 111,720 $2.18M 0.05% +5,877 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 109,618 $2.14M <0.01% -2,057 13F-HR Timeline Group Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 108,203 $2.11M 1.9% +10,626 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 104,746 $2.05M 0.02% +27,861 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 104,345 $2.04M 0.02% -61,178 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 104,024 $2.03M 0.06% -29,216 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 101,886 $1.99M 0.54% +4,065 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 101,559 $1.98M 0.02% +947 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 101,527 $1.98M 1.3% +571 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 100,955 $1.97M 1.32% +1,122 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 99,747 $1.95M 0.47% +1,012 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 97,435 $1.9M 1.55% +9,717 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 97,108 $1.9M 0.01% +11,671 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 95,595 $1.87M 0.57% -41,950 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 92,823 $1.82M 0.22% +14,663 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 92,844 $1.81M 0.5% -3,552 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 91,372 $1.78M <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 90,680 $1.77M <0.01% -18,361 13F-HR Timeline Group MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 89,765 $1.75M 0.38% -9,595 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 88,377 $1.73M 0.06% +4,986 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 88,138 $1.72M 0.06% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 88,003 $1.72M <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 85,409 $1.67M 0.02% +35,715 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 84,775 $1.66M <0.01% +9,093 13F-HR Timeline Group Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 84,386 $1.65M 0.29% +10,320 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 81,193 $1.59M 1.14% -15,657 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 80,517 $1.57M 0.06% -2,740 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 80,450 $1.57M 0.01% -14,529 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 76,433 $1.49M 0.04% new 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 75,263 $1.47M 1.27% 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 71,635 $1.4M 0.37% +4,954 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 71,038 $1.39M 0.74% +2,057 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 70,292 $1.37M 0.71% +837 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 69,295 $1.35M 0.14% -795 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 69,120 $1.35M 0.46% +4,685 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 68,122 $1.33M 0.75% +40 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 68,082 $1.33M 0.16% +691 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 67,901 $1.33M 0.16% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 66,222 $1.29M 0.3% +9,030 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 62,624 $1.22M 0.03% -14,983 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 62,237 $1.22M 0.99% -711 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 61,141 $1.19M 0.49% -160 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 60,829 $1.19M 0.06% +12,738 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 60,552 $1.18M 0.14% -51,004 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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