BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,218,945 $38M <0.01% +125,106 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,094,334 $34.1M 0.02% -7,068 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,087,489 $33.9M <0.01% +93,853 13F-HR/A Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 972,150 $30.3M 0.11% +86,966 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 938,171 $29.2M 0.01% +68,558 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 820,000 $25.6M 0.54% +320,000 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 787,773 $24.5M 0.03% -5,874 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 733,741 $22.9M 0.01% +106,572 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 527,767 $16.4M 0.07% +1,485 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 396,053 $12.3M 0.72% +47,788 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 332,974 $10.4M 0.01% +38,599 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 323,738 $10.1M 0.74% +80,535 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 311,429 $9.7M 3.9% -9,891 13F-HR Timeline 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 303,326 $9.45M <0.01% +42,339 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 282,762 $8.81M 0.01% -973,256 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 277,124 $8.64M <0.01% +113,873 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 269,917 $8.41M 0.01% +130,004 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 267,953 $8.35M 0.02% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 241,153 $8.02M 2.15% -11,738 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 253,754 $7.91M 0.02% +4,366 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 250,000 $7.79M 0.3% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 250,000 $7.79M 0.01% -246,784 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 244,320 $7.61M <0.01% +3,704 13F-HR Timeline Group Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 233,532 $7.28M 2.03% -14,994 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 231,832 $7.22M 0.01% -42,072 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 210,037 $6.54M 1.85% +170,543 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 201,155 $6.27M 0.01% +52,051 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 190,879 $5.95M +2,660 Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 180,877 $5.64M 0.01% +7,463 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 177,304 $5.52M 0.29% +7,354 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 145,682 $4.54M <0.01% -2,073 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 140,233 $4.37M 0.02% +2,408 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 139,341 $4.34M 0.41% +1,347 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 130,678 $4.07M <0.01% +45,473 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 123,995 $3.86M 0.36% +54,113 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 109,694 $3.42M 0.01% +27,377 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 108,421 $3.38M 0.15% +14,859 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 108,066 $3.37M 0.01% -152,555 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 105,198 $3.28M +16,894 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 103,236 $3.22M <0.01% +18,387 13F-HR Timeline Group Grange Capital, LLC More: the full row for Grange Capital, LLC 103,144 $3.21M 3.08% -472 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 100,700 $3.21M <0.01% +12,053 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 96,079 $2.99M 0.02% -4,450 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 93,957 $2.93M 0.65% -1,147 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 89,535 $2.79M 0.03% +2,512 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 73,201 $2.55M 1.05% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 80,164 $2.5M 0.15% -9,441 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 79,529 $2.48M 0.02% +2,959 13F-HR Timeline Group SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 77,892 $2.43M 0.56% 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 72,208 $2.25M 0.01% +13,291 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 69,042 $2.15M +61,186 Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 63,823 $1.99M 1.45% +18,044 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 60,815 $1.9M <0.01% +50,242 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 55,038 $1.71M <0.01% -11,475 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 52,290 $1.63M 0.01% +40 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 51,658 $1.61M 0.01% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 51,001 $1.59M <0.01% -3,948 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 49,278 $1.54M 1.09% +877 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 47,739 $1.49M 0.17% +2,941 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 45,525 $1.42M <0.01% -901 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 45,313 $1.41M <0.01% +6,420 13F-HR/A Timeline Group DORVAL Corp More: the full row for DORVAL Corp 44,729 $1.39M 0.44% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 44,119 $1.37M 0.02% +3 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 43,985 $1.37M 0.01% -3,157 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 43,149 $1.34M <0.01% -1,662 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,223 $1.32M 0.01% +1,433 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 40,709 $1.27M 0.09% +11,138 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 39,691 $1.24M 0.02% +356 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 39,208 $1.22M 0.02% -82 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 34,945 $1.09M 0.04% -58,127 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 32,017 $998K 0.02% +216 13F-HR/A Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 30,270 $943K 0.19% +412 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 28,361 $884K 0.62% -443 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,865 $868K 0.01% +3,700 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 27,778 $866K 0.16% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 24,377 $855K 0.19% new 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 27,227 $848K 0.8% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 26,957 $840K 0.08% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 26,106 $813K 0.75% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,994 $810K <0.01% -4,781 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 25,535 $796K <0.01% +23,771 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 25,525 $795K 0.34% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 24,213 $754K 0.08% +1 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 23,800 $742K 0.08% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 23,791 $741K 0.25% +526 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22,983 $716K <0.01% +9,503 13F-HR Timeline Group RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 21,540 $671K 0.28% +340 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 21,205 $661K 0.02% +2,495 13F-HR Timeline Group SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 18,646 $658K 0.19% +156 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 20,486 $638K <0.01% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 20,400 $636K 0.07% -4,900 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,400 $636K 0.01% -1,300 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 19,454 $623K 0.46% -1,660 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 19,734 $615K 0.21% -334 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 18,683 $582K 0.07% +916 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 17,749 $553K <0.01% -71 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,726 $552K 0.01% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 15,928 $496K 0.07% +984 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 15,879 $495K 0.2% +170 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 14,536 $454K 0.44% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,502 $452K 0.01% +2,715 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 14,211 $443K 0.19% +320 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,785 $430K 0.05% +1,827 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 13,686 $426K <0.01% +6,596 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 13,163 $410K 0.42% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,791 $399K <0.01% +1,841 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,693 $396K 0.08% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 12,004 $374K 0.11% +50 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,787 $367K 0.02% +934 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,645 $363K 0.01% +3,260 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 11,617 $362K 0.19% -1,410 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,589 $361K 0.01% +760 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,414 $356K 0.02% -387 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 10,925 $340K 0.06% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 10,850 $338K 0.08% new 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 10,497 $327K 0.12% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,606 $299K 0.01% +5,064 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 9,524 $297K 0.32% 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 9,500 $296K <0.01% 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,413 $293K 0.01% +1,371 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,145 $285K 0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 9,136 $284K <0.01% -4,844 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,909 $278K 0.05% -650 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,620 $269K 0.01% -508 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,385 $267K 0.01% +113 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,284 $258K <0.01% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,241 $257K <0.01% +224 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 7,671 $239K 0.04% -194 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,500 $234K 0.03% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 7,395 $230K 0.05% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,230 $225K 0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 7,013 $220K <0.01% 0 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 6,850 $213K 0.06% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,770 $211K <0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,753 $210K <0.01% -1,562 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,644 $207K <0.01% new 13F-HR/A Timeline Group Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 6,575 $205K 0.1% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,492 $202K <0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,480 $202K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,800 $181K 0.05% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,572 $174K 0.01% -393 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,947 $154K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,750 $85.7K 0.01% +406 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,500 $77.9K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,445 $76.2K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,264 $70.5K <0.01% 0 13F-HR Timeline Group MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 1,839 $57.3K 0.03% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,740 $54.2K <0.01% new 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,625 $50.6K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,545 $48.1K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,370 $42.7K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,363 $42.5K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,295 $40.4K <0.01% -825 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,263 $39.4K 0.03% 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 1,216 $37.9K 0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,017 $31.7K 0.03% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,003 $31.3K <0.01% -4 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 939 $29.3K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 857 $26.7K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 850 $26.5K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 806 $25.1K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 636 $19.8K 0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 630 $19.6K 0.06% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 625 $19.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 488 $15.6K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 461 $14.4K 0.01% 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 370 $11.5K <0.01% +269 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 281 $8.76K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 271 $8.64K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 263 $8.2K <0.01% +3 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 230 $7K <0.01% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 185 $5.76K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 175 $5.47K <0.01% -8,234 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 161 $5.04K <0.01% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 160 $4.99K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 147 $4.58K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 101 $3.16K <0.01% +1 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 101 $3.15K <0.01% +90 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 61 $1.9K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 58 $1.81K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 51 $1.57K <0.01% +1 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 29 $904 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 25 $779 <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 13 $405 <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 8 $293 <0.01% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 6 $186 <0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 0 $4 <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios.