Creative Planning in group Creative Planning More: the full row for Creative Planning 1,760,186 $116M 0.08% -89,231 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/ 717,512 $47.4M <0.01% -8,099 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 446,425 $29.5M 0.06% -3,213 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 342,943 $22.7M <0.01% +61,635 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 329,880 $21.8M 0.03% +23,773 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 250,839 $16.6M <0.01% +24,560 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 209,949 $13.9M <0.01% +8,782 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 177,987 $11.8M 0.2% -5,091 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 164,766 $10.9M 0.01% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 137,577 $10.1M 0.15% +14,986 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 117,870 $7.8M <0.01% +11,445 13F-HR/A Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 114,454 $7.57M 0.11% +3,241 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 99,982 $6.61M 0.49% -1,052 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 84,274 $5.57M 4.01% +2,139 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 83,823 $5.54M 0.23% -11,779 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 76,323 $5.05M 0.43% -7,619 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 76,153 $5.04M 0.12% +66,991 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 69,848 $4.62M 0.91% +311 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 60,264 $3.98M 0.27% -1,819 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 60,209 $3.98M 1.73% +575 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 59,107 $3.91M <0.01% +3,753 13F-HR Timeline Group RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 56,769 $3.75M 0.78% +4,334 13F-HR Timeline Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 56,686 $3.75M 3.2% +2,494 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 54,494 $3.6M 0.02% +5,933 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 53,583 $3.54M 0.2% -593,866 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 52,970 $3.5M +16,205 Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 52,943 $3.5M 0.23% -8,021 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 52,263 $3.46M <0.01% +3,724 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 51,463 $3.4M 0.28% -10,215 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 49,414 $3.27M <0.01% +6,076 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 47,923 $3.17M 1.06% +1,979 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 46,549 $3.08M 0.52% +17,143 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 41,957 $3.01M 0.5% +2,841 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 44,382 $2.91M 0.02% +396 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 43,866 $2.9M 0.16% -262 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 43,691 $2.89M 0.08% +435 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 42,603 $2.82M 0.02% +10,972 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 42,063 $2.78M <0.01% +2,036 13F-HR Timeline Group MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 41,575 $2.75M 0.47% +659 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 41,433 $2.74M 0.32% +9,096 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 40,367 $2.67M 0.28% +6,930 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 33,415 $2.4M 1.68% -20 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,137 $2.19M <0.01% +29,279 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 33,124 $2.19M 0.02% -3,009 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 32,825 $2.17M 0.24% +175 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 31,869 $2.11M 1.04% +561 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 29,907 $1.98M <0.01% -292 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 28,879 $1.91M 0.02% -585 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 28,323 $1.87M <0.01% +30 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 27,916 $1.85M 2.17% +347 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,891 $1.84M 0.01% -22,743 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 27,514 $1.82M 0.16% +3,558 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 26,206 $1.73M <0.01% +2,026 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 26,203 $1.73M 0.1% +462 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,602 $1.69M 0.02% +472 13F-HR Timeline Group Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 24,793 $1.64M 0.41% +3,227 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 20,054 $1.33M <0.01% +3,475 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 20,312 $1.31M <0.01% -670 13F-HR/A Timeline Group Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 19,567 $1.29M 0.93% +430 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 17,570 $1.29M 0.02% +6,418 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 16,822 $1.11M 0.07% +2,164 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 16,503 $1.09M 0.08% +180 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,133 $1.07M 0.01% -200 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 15,804 $1.04M <0.01% -1,912 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 13,501 $1.01M 0.9% +94 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,725 $974K 0.03% +520 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 13,890 $918K 0.17% +614 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 13,230 $875K 0.05% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,753 $843K 0.02% +58 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 11,998 $793K 0.69% +730 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 11,616 $768K 0.07% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,569 $765K 0.02% +1,994 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 11,494 $761K <0.01% -8,439 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 10,583 $700K 0.02% +505 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,265 $679K 0.01% +1,176 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,198 $674K <0.01% +81 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 9,954 $658K 0.3% -510 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 9,261 $612K 0.76% +416 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 9,242 $611K 0.36% -2,060 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 9,044 $598K 0.2% -910 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 8,978 $594K 0.53% -1,245 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,971 $593K 0.01% +2,528 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,902 $589K 0.01% +27 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,900 $588K 0.02% new 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 8,750 $579K 0.57% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,649 $572K 0.02% -812 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,500 $562K 0.01% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 8,289 $548K 0.41% -2,438 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 8,233 $544K 0.02% +31 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,025 $531K <0.01% -3,445 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 7,540 $499K 0.27% +900 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,405 $490K 0.06% +345 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,400 $489K 0.13% 0 13F-HR/A Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 7,141 $472K 0.32% +32 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,125 $470K <0.01% -1,006 13F-HR Timeline Group Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 6,425 $425K 0.17% +63 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,466 $420K <0.01% +811 13F-HR Timeline Group Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 6,000 $397K 0.3% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,984 $396K 0.02% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,571 $368K 0.01% -75 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,383 $357K <0.01% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,363 $354K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,227 $346K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,107 $338K <0.01% new 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 5,036 $334K 0.08% -470 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 5,011 $331K 0.23% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,981 $329K <0.01% -199 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,810 $318K 0.02% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,735 $313K <0.01% -12 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 4,623 $306K 0.14% -1,084 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,570 $302K <0.01% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,563 $302K <0.01% -133 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,513 $298K <0.01% +1,442 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,466 $295K <0.01% -692 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 4,452 $294K <0.01% new 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 4,074 $269K 0.14% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,065 $269K <0.01% -55 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,036 $267K 0.01% -153 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,000 $264K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,945 $261K 0.06% -2,125 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,943 $261K 0.07% new 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 3,936 $260K 0.29% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,821 $253K 0.01% +293 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,798 $251K <0.01% 0 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 3,571 $236K 0.24% -71 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,235 $234K 0.09% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,488 $231K 0.1% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,365 $222K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,352 $222K <0.01% -196 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 3,339 $221K 0.01% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,265 $216K 0.03% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,260 $216K 0.02% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,242 $214K <0.01% +147 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,174 $210K 0.1% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,082 $204K 0.05% +36 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,071 $203K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,644 $175K <0.01% +1,424 13F-HR Timeline Group Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 2,663 $172K 0.19% -2,517 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,418 $160K <0.01% -69 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,987 $131K <0.01% -341 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,806 $120K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,700 $112K 0.06% +200 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,521 $101K <0.01% 0 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 1,413 $93K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,274 $84.3K <0.01% -254 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,215 $80.3K <0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,203 $79.5K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,180 $78K 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,089 $72K <0.01% +90 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,072 $70.9K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,000 $66.1K <0.01% new 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 862 $57K 0.03% +45 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 824 $54.5K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 803 $53.1K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 801 $53K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 714 $47.2K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 561 $37.1K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 543 $35.9K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 536 $35.4K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 527 $34.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 524 $34.8K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 515 $34.1K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 489 $32.3K <0.01% -10 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/ 470 $31K <0.01% -170 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 460 $30.4K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 450 $29.8K <0.01% -400 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 425 $28K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 340 $22.5K <0.01% +100 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 319 $21.1K <0.01% +1 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 319 $21.1K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 292 $19K <0.01% new 13F-HR Timeline Group Trust Co More: the full row for Trust Co 265 $17.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 234 $15.5K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 187 $12.4K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 172 $11.4K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 149 $9.85K <0.01% +9 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 71 $4.7K <0.01% -11 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 60 $3.97K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 43 $2.84K <0.01% new 13F-HR/A Timeline Group RHL GROUP, LLC More: the full row for RHL GROUP, LLC 29 $1.92K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19 $1.26K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 16 $1.06K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12 $793 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11 $727 <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10 $661 <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2 $132 <0.01% 0 13F-HR Timeline