BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,534,074 $52.7M <0.01% +315,129 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,152,073 $39.6M <0.01% +64,584 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,080,665 $37.2M 0.14% +108,515 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,055,234 $36.3M 0.01% +117,063 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,052,402 $36.2M 0.02% -41,932 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,042,252 $35.8M 0.01% +308,511 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 820,000 $28.2M 0.59% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 537,465 $18.5M 0.02% -250,308 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 529,942 $18.2M 0.08% +2,175 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 357,006 $12.3M 0.65% -39,047 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 348,902 $12M <0.01% +45,576 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 315,546 $10.8M <0.01% +71,226 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 309,326 $10.6M 0.01% +59,326 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 261,546 $9.36M 0.64% -62,192 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 267,953 $9.21M 0.02% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 255,920 $8.8M 1.99% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 250,000 $8.6M 0.34% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 246,079 $8.46M 0.01% +14,247 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 244,530 $8.41M 0.02% -9,224 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 243,993 $8.21M <0.01% -33,131 13F-HR/A Timeline Group Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 235,524 $8.1M 2.21% +1,992 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 231,978 $7.98M 0.19% +197,033 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 224,720 $7.67M 2.12% -16,433 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 222,922 $7.66M 3.17% -88,507 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 207,115 $7.12M 1.92% -2,922 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 204,009 $7.01M +13,130 Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 180,877 $6.22M 0.01% 0 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 174,614 $6M 0.61% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 173,261 $5.96M 0.01% -159,713 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 172,461 $5.93M <0.01% -110,301 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 171,462 $5.89M <0.01% +68,226 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 171,181 $5.89M 0.01% -98,736 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 169,067 $5.81M 0.01% -32,088 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 158,519 $5.45M 0.01% +48,825 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 155,309 $5.34M 0.56% +31,314 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 154,460 $5.31M 0.28% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 151,258 $5.2M 0.52% +11,917 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 150,934 $5.19M <0.01% +5,252 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 138,295 $4.75M 0.02% -1,938 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 135,694 $4.67M +30,496 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 124,528 $4.28M <0.01% -6,150 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 121,127 $4.16M 0.01% +20,427 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 112,952 $3.88M 3.87% +9,808 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 104,087 $3.58M <0.01% +43,272 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 98,633 $3.39M 0.01% -9,433 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 96,178 $3.31M 0.02% +99 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 94,558 $3.25M 0.04% +5,023 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 90,872 $3.12M 0.68% -3,085 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 85,042 $2.92M 0.17% +4,878 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 74,102 $2.55M <0.01% +19,064 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 73,201 $2.52M 1.13% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 77,857 $2.43M 0.02% -1,672 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 69,343 $2.38M 0.01% -2,865 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 66,749 $2.29M 1.57% +2,926 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 59,928 $2.06M <0.01% -9,114 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 57,286 $1.97M 0.04% new 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 54,616 $1.88M <0.01% +3,615 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 53,500 $1.84M 0.2% +29,700 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 52,973 $1.82M <0.01% +7,660 13F-HR Timeline Group Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 52,819 $1.82M 1.06% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 52,580 $1.81M 0.01% +290 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 52,332 $1.8M <0.01% +6,807 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 51,658 $1.78M 0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 51,161 $1.76M 0.02% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 49,692 $1.71M 0.19% +1,953 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 49,675 $1.71M 0.53% +4,946 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 49,000 $1.68M <0.01% new 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 48,626 $1.67M 1.17% -652 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 47,376 $1.62M 0.01% +3,391 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 45,337 $1.56M 0.37% +34,487 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 44,117 $1.52M 0.03% -2 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 42,225 $1.45M <0.01% -924 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 39,876 $1.37M 0.03% +668 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 39,128 $1.37M 0.02% -563 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 39,746 $1.37M 1.31% +12,519 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 39,090 $1.34M 0.01% -3,133 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 35,017 $1.2M 0.08% -5,692 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 31,485 $1.08M 0.02% -532 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 30,872 $1.07M 0.23% +6,495 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 31,059 $1.07M 0.01% +5,524 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 28,824 $991K 0.13% +12,896 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 28,290 $973K 0.01% +425 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 27,000 $970K 0.61% +894 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 28,599 $954K <0.01% +5,616 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 26,957 $927K 0.09% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 26,624 $915K 0.09% +2,411 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 26,298 $904K 0.68% -2,063 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 24,097 $828K 0.25% +306 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 23,011 $791K 0.02% +1,806 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 21,506 $739K 0.25% +1,772 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,812 $716K 0.02% +9,223 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 20,740 $713K 0.3% -800 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 20,400 $701K 0.08% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,400 $701K 0.01% 0 13F-HR Timeline Group SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 19,560 $696K 0.2% +914 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,845 $682K <0.01% -6,149 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 18,526 $637K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,779 $611K 0.01% +53 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 17,567 $604K 0.02% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 16,943 $582K 0.05% +3,158 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,933 $582K 0.01% +7,327 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 16,649 $572K 0.44% -2,805 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 16,335 $562K 0.02% +4,690 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,154 $555K 0.01% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 15,955 $549K <0.01% +7,714 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 15,879 $546K 0.21% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 15,603 $536K 0.02% +6,458 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 15,219 $523K 0.06% -3,464 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,664 $504K 0.01% +162 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 14,164 $487K 0.2% -47 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 14,015 $482K 0.1% +1,322 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,842 $476K 0.03% +2,055 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 13,551 $474K 0.01% +2,137 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 13,129 $451K <0.01% new 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 13,116 $451K 0.46% -47 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 12,716 $437K 0.13% +712 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 12,100 $416K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,640 $400K <0.01% -1,151 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 10,925 $376K 0.06% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,445 $359K <0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,419 $358K 0.01% +1,006 13F-HR/A Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 9,737 $335K 0.34% +213 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 9,500 $327K <0.01% 0 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,375 $322K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,180 $314K <0.01% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 9,030 $310K 0.07% +1,635 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 8,789 $302K 0.48% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,411 $294K 0.01% +26 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,289 $285K <0.01% +1,276 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/ 8,145 $279K <0.01% -991 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,802 $268K <0.01% +1,032 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 7,814 $263K 0.3% -6,722 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 7,550 $260K 0.07% +700 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,500 $258K 0.03% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 7,491 $258K 0.04% -180 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,277 $250K <0.01% -6,409 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,958 $239K <0.01% +314 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 6,848 $235K <0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,753 $232K <0.01% 0 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 6,575 $226K 0.13% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,492 $223K <0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,356 $219K <0.01% -124 13F-HR Timeline Group Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 6,331 $218K 0.07% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,048 $208K <0.01% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,980 $206K 0.03% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,800 $199K 0.06% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,947 $170K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,046 $139K 0.01% -1,526 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,035 $139K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,606 $124K <0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,963 $102K 0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,520 $86.6K 0.01% -230 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,500 $85.8K 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/ 2,464 $84.7K <0.01% +200 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,445 $84.1K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,394 $82.3K <0.01% +1,099 13F-HR Timeline Group MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 1,839 $63.2K 0.03% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,700 $58.4K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,625 $55.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,363 $46.9K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,217 $41.8K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,145 $39.4K 0.01% -400 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,143 $39.3K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,000 $34.4K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,003 $33.7K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 966 $33.2K 0.03% -51 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 939 $32.3K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 857 $29.5K <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 $29.2K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 830 $28.5K 0.02% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 808 $27.8K 0.02% -455 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 806 $27.7K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 770 $26.5K <0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 630 $21.7K 0.06% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 625 $21.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 488 $16.8K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 461 $14.9K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 348 $12K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 281 $9.66K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 271 $9.32K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 230 $7.91K <0.01% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 185 $6.36K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 160 $5.5K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 160 $5.5K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 161 $5.42K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 147 $5.05K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 87 $2.99K 0.02% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 61 $2.1K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 58 $1.99K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 57 $1.98K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 25 $860 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 20 $674 <0.01% -31 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 13 $447 <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 8 $279 <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6 $206 <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 6 $206 <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 1 $24 <0.01% -174 13F-HR/A Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 0 $4 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.