FMR LLC in group FMR LLC More: the full row for FMR LLC 5,164,753 $143M 0.01% +3,760 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,711,602 $75.3M <0.01% +1,145,654 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,549,104 $70.8M 0.01% +115,866 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,011,712 $55.8M 0.09% -525,578 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,463,717 $40.6M +1,016,548 Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,016,308 $28.2M 0.1% +44,078 13F-HR Timeline Group Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 985,000 $27.3M 3.12% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 912,973 $24.8M <0.01% +816,461 13F-HR/A Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 847,045 $23.5M 0.51% +30,811 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 847,045 $23.5M 0.44% +30,811 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 451,055 $12.5M 0.01% -1,316,341 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/ 443,217 $12.3M <0.01% +103,563 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 430,674 $12M 0.05% +268,761 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 396,670 $11M 0.02% 0 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 380,387 $10.6M 0.03% +247,334 13F-HR/A Timeline Group BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 331,350 $9.2M 1.9% +328,850 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 324,390 $9.01M <0.01% -18,708 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 234,715 $6.52M <0.01% +197,750 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 226,627 $6.29M 0.01% -26,833 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 216,991 $6.02M <0.01% -390,006 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 200,422 $5.56M 0.09% +58,998 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 199,243 $5.53M 2.16% +299 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 169,696 $4.71M <0.01% -124,920 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 165,418 $4.59M <0.01% -31,586 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 162,400 $4.51M <0.01% +18,592 13F-HR/A Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 153,388 $4.3M 0.01% +21,937 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 153,334 $4.26M <0.01% +21,896 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 148,500 $4.12M 0.61% 0 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 140,370 $3.9M 1.44% -9,024 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 136,952 $3.8M 0.35% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 136,865 $3.8M 0.08% +54,835 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 135,245 $3.75M <0.01% 0 13F-HR Timeline Group Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 126,511 $3.51M 2.39% -448 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 114,955 $3.19M 0.01% new 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 113,406 $3.15M 0.02% -606,302 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 94,139 $2.61M <0.01% +6,803 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 74,453 $2.07M 0.19% new 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 68,434 $1.9M <0.01% -61,623 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 64,995 $1.8M 0.01% -5,873 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 63,964 $1.78M <0.01% -845,606 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 67,134 $1.76M 0.01% +1,302 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 60,804 $1.69M <0.01% -518,874 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 56,193 $1.56M 0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 55,247 $1.51M 1.23% +1,144 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 54,379 $1.51M <0.01% +27,102 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 51,756 $1.44M 0.03% +6,981 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 51,369 $1.43M 0.01% +8,388 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 51,236 $1.42M 0.45% +122 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 49,974 $1.39M 0.03% -224,297 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 48,902 $1.36M 0.04% -162,964 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 47,557 $1.32M <0.01% +24,483 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 45,319 $1.26M 0.41% +1,633 13F-HR Timeline Spruce Point Capital Management, LLC More: the full row for Spruce Point Capital Management, LLC 40,000 $1.11M 1.48% -51,901 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 40,000 $1.11M 0.12% 0 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 40,863 $1.11M <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 39,392 $1.09M <0.01% +34,392 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 36,463 $1.01M 0.04% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 35,944 $998K <0.01% -304,785 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 33,155 $920K 0.06% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 32,400 $899K <0.01% +820 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 30,835 $856K 0.02% -5,300 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 30,234 $839K <0.01% -6,022 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 29,956 $832K 0.04% +17,007 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 29,649 $823K <0.01% +17,809 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 29,389 $816K 0.09% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 29,378 $816K <0.01% new 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 29,277 $813K 0.24% -123 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 28,240 $784K <0.01% +5,252 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 26,611 $739K <0.01% new 13F-HR/A Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 24,026 $667K 0.04% new 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 22,344 $620K 0.22% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 22,180 $616K 0.01% +10,673 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 22,157 $615K 0.61% -606 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 21,727 $603K <0.01% -3,875 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 21,367 $593K <0.01% -29,974 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 20,950 $582K 0.29% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 19,067 $529K 0.15% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 18,444 $512K 0.12% -65 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,623 $489K <0.01% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 17,850 $484K 0.01% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 17,172 $477K <0.01% 0 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 16,851 $468K 0.02% -57 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 16,522 $459K 0.19% +113 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 16,335 $453K 0.37% +1,565 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 16,221 $450K 0.03% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 15,972 $443K 0.01% +8,825 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 15,451 $429K 0.37% -212 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 15,300 $425K <0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,240 $423K 0.01% +315 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 15,074 $418K 0.23% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 15,049 $418K 0.47% +1,484 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 14,428 $401K 0.07% +4,406 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 13,810 $383K 0.16% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,561 $376K 0.01% -113,897 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,032 $362K <0.01% 0 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 12,974 $360K 0.25% -4,258 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,494 $347K <0.01% -1,029 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 12,350 $343K 0.06% +1,320 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,163 $338K 0.01% +245 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12,055 $335K 0.01% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 11,741 $326K 0.03% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,704 $325K <0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 11,664 $324K <0.01% +2,760 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,841 $320K <0.01% +2,760 13F-HR Timeline Group INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 11,158 $310K 0.19% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,066 $307K <0.01% -2,114 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 10,817 $300K 0.03% +949 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,769 $299K <0.01% -2,763 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,325 $287K <0.01% +1,174 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,104 $280K <0.01% new 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 9,893 $275K <0.01% -957 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 9,047 $251K 0.03% -33,313 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 8,600 $239K 0.01% 0 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,524 $237K 0.02% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 8,500 $236K <0.01% 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,490 $236K <0.01% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 8,395 $233K 0.11% -100 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 8,327 $231K <0.01% -4,900 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 8,047 $223K 0.1% 0 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 7,995 $222K 0.09% +185 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,610 $211K <0.01% new 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 7,533 $209K 0.08% -500 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,425 $206K <0.01% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,397 $205K 0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 6,540 $182K <0.01% +640 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,155 $143K <0.01% -99 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5,066 $141K 0.03% +2,421 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,376 $121K <0.01% +1,928 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 4,326 $120K 0.02% -2,450 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,227 $117K 0.02% -45 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,793 $105K <0.01% new 13F-HR Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,770 $105K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,437 $96.5K <0.01% +3,243 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,300 $91.6K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,238 $91K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,255 $90.3K <0.01% -575 13F-HR Timeline Van Berkom & Associates Inc. More: the full row for Van Berkom & Associates Inc. 2,502 $69K <0.01% -1,200 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,289 $63.5K <0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,923 $53.4K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,874 $52K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,780 $49.4K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,694 $47K 0.02% -250 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,672 $46.4K <0.01% -111 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,229 $34.7K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,193 $33.1K <0.01% -4 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,172 $31.9K <0.01% -1,630 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,000 $27.8K 0.01% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 900 $25K 0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 800 $22.2K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 755 $21K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 739 $20.5K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 550 $15.3K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 548 $15.2K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 500 $13.9K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 500 $13.9K <0.01% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 487 $13.5K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 486 $13.5K <0.01% 0 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/ 480 $13.5K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 380 $10.5K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 356 $9.87K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 320 $8.88K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 300 $8.43K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 300 $8.33K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 310 $8K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 224 $6.23K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 222 $6.16K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 217 $6.02K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 190 $5.28K <0.01% +154 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 150 $4.16K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 125 $3.47K <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) 122 $3.39K <0.01% -204 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 95 $2.64K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 84 $2K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 67 $1.86K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 42 $1.17K <0.01% +20 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 35 $972 <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 30 $832 <0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11 $305 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10 $278 <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $50 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 11 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.