Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,267,904 $45.3M 0.09% +32,430 13F-HR Timeline Trust Co More: the full row for Trust Co 1,120,281 $40M 4.75% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 853,638 $30.5M 0.01% +91,519 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 784,532 $28M <0.01% +104,926 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 669,331 $23.9M 0.01% +176,215 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 375,180 $13.4M 0.11% -39,018 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 311,255 $11.1M 0.04% -2,144 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 308,505 $11M 0.01% +42,170 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 305,072 $10.9M <0.01% +9,625 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 297,826 $10.6M <0.01% +71,897 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 280,148 $10M <0.01% +7,218 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 268,017 $9.57M <0.01% +4,274 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 249,491 $8.91M 0.22% -4,107 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 229,207 $8.18M 2.3% +5,956 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 213,866 $7.64M 2.77% +132,491 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 207,503 $7.41M 1.78% -3,490 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 224,890 $7.1M 7.48% +8,000 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 186,181 $6.65M 0.4% +8,386 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 156,018 $5.57M 2.98% +594 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 154,418 $5.51M 4.73% +11,386 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 153,273 $5.47M 0.56% -6,137 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 141,651 $5.06M +13,440 Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 133,216 $4.76M +28,020 Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 117,655 $4.2M 2.57% -4,082 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 110,117 $3.93M 0.31% +1,292 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 107,222 $3.83M 1.14% -5,181 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 102,434 $3.66M 0.01% -3,834 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 98,566 $3.52M 0.47% +25,765 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 95,043 $3.39M 0.01% +89,110 13F-HR/A Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 93,792 $3.35M 0.39% +1,392 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 92,218 $3.29M <0.01% -43,234 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 85,817 $3.06M 0.01% +14,848 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 83,647 $2.99M 0.01% +30,043 13F-HR Timeline Group Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 77,891 $2.78M 2.53% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 76,486 $2.73M 0.42% +3,680 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 73,889 $2.64M 0.94% new 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 72,637 $2.59M 1.73% +4,049 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 67,874 $2.42M 0.07% +3,086 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 66,622 $2.38M 0.05% +49,288 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 65,927 $2.35M 0.02% new 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 65,240 $2.33M 1.78% -15,016 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 61,181 $2.18M 0.01% +35,950 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 57,804 $2.06M 0.15% -81,822 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 56,123 $2M 0.26% +2,774 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 53,976 $1.93M 0.23% +1,563 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 52,874 $1.89M <0.01% +144 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 50,833 $1.81M 0.02% -2,201 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 48,876 $1.74M 1.03% +14,927 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 47,223 $1.69M <0.01% -6,431 13F-HR Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 46,877 $1.67M 0.58% -2,032 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 45,827 $1.64M <0.01% -1,862 13F-HR/A Timeline Group Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 44,247 $1.58M 1.1% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 43,921 $1.57M 1.04% +11,731 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 43,921 $1.57M 0.45% -5,007 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 38,562 $1.38M 0.06% +1,723 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 38,312 $1.37M 0.01% -1,584 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 36,876 $1.32M 0.39% -96 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 32,058 $1.14M 0.05% -701 13F-HR Timeline Group Williams Financial, LLC More: the full row for Williams Financial, LLC 28,743 $1.03M 0.72% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 25,786 $921K 0.02% +3,856 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 23,515 $843K 0.08% +561 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 22,487 $803K 0.07% -5,974 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,834 $783K <0.01% +9,376 13F-HR/A Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 20,249 $723K <0.01% -724 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18,784 $673K 0.06% +2,745 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 18,315 $654K 0.02% -155 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 17,158 $613K 0.05% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 17,017 $608K <0.01% -6,610 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 16,743 $600K 0.01% +3,015 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 16,694 $596K 0.4% -18,468 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 16,488 $589K 0.13% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 15,440 $549K 0.01% +7,720 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 15,351 $548K 0.24% -93 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 13,883 $496K 0.03% -379 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,584 $485K <0.01% +11,329 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 12,563 $448K 0.19% -5,451 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 12,246 $437K <0.01% 0 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,511 $411K 0.01% +1,223 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,327 $404K 0.03% -1,611 13F-HR/A Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 11,083 $396K 0.17% +2,034 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 10,979 $392K 0.08% -1,303 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 10,164 $363K 0.17% +2,928 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,852 $352K 0.01% +78 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 9,820 $351K 0.13% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 9,602 $343K 0.04% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 9,577 $342K 0.37% -597 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 9,127 $326K 0.03% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 8,935 $319K <0.01% +1,415 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 8,839 $316K 0.11% +1,171 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,775 $313K 0.03% +7,297 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,514 $304K <0.01% -301 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8,341 $298K 0.07% -220 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,330 $297K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,022 $286K 0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,592 $271K 0.01% -966 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,587 $271K <0.01% +1,162 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 6,675 $234K 0.09% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,527 $233K <0.01% 0 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,163 $220K 0.05% +13 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,704 $204K <0.01% new 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 4,776 $171K 0.14% -23 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,279 $153K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,235 $151K <0.01% +2,335 13F-HR Timeline City State Bank More: the full row for City State Bank 4,143 $148K 0.05% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3,200 $114K 0.08% +1,200 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,830 $101K <0.01% +87 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,565 $91.6K 0.03% +1,723 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,451 $87.5K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,363 $84.8K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,887 $67.4K 0.03% -17 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,875 $66.9K <0.01% +1 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,747 $62.7K 0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,740 $62.1K <0.01% -4,140 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,615 $57.5K <0.01% -96 13F-HR Timeline Group Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 1,467 $52.4K 0.05% +11 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,320 $47.1K 0.01% 0 13F-HR/A Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 1,222 $43.6K 0.02% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,208 $43.1K <0.01% +289 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,139 $40.7K 0.02% -60 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 950 $33.9K <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/ 872 $31.1K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 850 $30K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 814 $29.1K <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 793 $28.3K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 650 $23.2K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 563 $20.1K 0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 503 $18K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 498 $17.9K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 442 $15.9K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 431 $15.2K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 369 $13.2K 0.01% -359 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 267 $8.71K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 224 $8K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 200 $7.14K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 220 $7K <0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 177 $6.32K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 104 $3.71K <0.01% -30,319 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 100 $3.57K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 98 $3.5K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 75 $2.68K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 50 $1.78K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 38 $1.35K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 35 $1.26K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 33 $1.18K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 25 $893 <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 20 $714 <0.01% -1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 18 $643 <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8 $286 <0.01% -74 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -45 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.