WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,358,569 $227M 0.04% +312,384 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,521,965 $183M +1,805,897 Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 3,357,316 $173M 4.57% +11,417 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,253,188 $169M 0.02% +205,553 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,192,221 $114M 0.03% +134,493 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,024,982 $105M 0.18% -46,855 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,106,818 $57.6M 2.8% -27,527 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 1,091,863 $56.8M 0.11% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 936,843 $48.7M <0.01% +127,875 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 910,914 $47.4M 0.27% -29,100 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 750,000 $39M 0.02% new 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/ 708,584 $36.8M <0.01% +35,287 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 642,877 $33.4M 0.18% +89,640 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 596,572 $31M 0.37% +249,241 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 476,306 $24.8M <0.01% -9,837 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 466,422 $24.3M 0.02% +111,104 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 428,400 $22.3M 0.8% +21,720 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 428,014 $22.3M 0.01% +780 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 419,485 $21.8M 2.64% +3,259 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 298,302 $15.5M -10,127 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 263,652 $13.7M 0.02% -8,163 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 259,995 $13.5M 1.16% +45,702 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 230,991 $12M 0.06% +3,770 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 238,766 $12M 0.17% -7,581 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 214,740 $11.2M 0.1% +6,026 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 214,661 $11.2M 0.21% +556 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 206,166 $10.7M 0.47% -16,089 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 187,166 $9.73M 0.47% -6,274 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 155,725 $8.1M 0.24% +7,406 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 147,817 $7.69M 0.01% -16,798 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 144,952 $7.54M 0.14% +3,027 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 152,372 $7.47M 1.05% -6,222 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 100,300 $5.22M 0.1% -220 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 88,316 $4.59M 0.15% +51 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 86,781 $4.51M 0.44% -331 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 77,829 $4.05M 0.37% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 73,367 $3.82M <0.01% new 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 71,629 $3.72M 0.09% -59,753 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 70,570 $3.67M 1.01% -71,615 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 66,833 $3.48M 0.19% -1,552 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 64,517 $3.35M 1.65% +2,000 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 54,330 $2.83M 0.01% -732 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 50,392 $2.62M <0.01% +1,038 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 50,132 $2.61M 0.42% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 48,156 $2.5M <0.01% +6,007 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 46,858 $2.44M <0.01% +40,701 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 43,693 $2.27M 0.12% -1,248 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 38,736 $1.98M <0.01% +2,724 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 38,018 $1.95M <0.01% +1,428 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 34,630 $1.8M 0.01% +3,169 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 33,582 $1.75M 0.01% +369 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 29,922 $1.56M 0.36% -939 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 27,567 $1.43M 0.49% -1,470 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 27,502 $1.43M <0.01% -550 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 27,212 $1.42M 0.12% +1,184 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 25,998 $1.35M <0.01% +9,666 13F-HR Timeline Group Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 25,114 $1.31M 0.2% +3,449 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 25,050 $1.3M 0.33% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,013 $1.3M <0.01% -416 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 23,830 $1.24M 0.28% +963 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 21,969 $1.13M 0.06% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 21,309 $1.11M 0.15% +20,920 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20,706 $1.08M <0.01% -228 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 20,580 $1.07M <0.01% +1,599 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19,766 $1.03M 0.09% -658 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 19,485 $1.01M 0.02% +4,230 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 19,182 $997K 0.84% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 18,970 $986K <0.01% -4,594 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 18,665 $971K 0.11% -156 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 18,038 $938K 0.01% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 17,688 $920K 0.07% +1,057 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 16,994 $884K 0.09% -26 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,876 $878K 0.01% +4,286 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 15,933 $829K 0.62% -7 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,795 $821K <0.01% -2,395 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,198 $790K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14,758 $767K 0.03% -73 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 14,422 $750K 0.31% +14,012 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,151 $736K <0.01% +7,513 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 14,568 $731K 0.01% -842 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,254 $689K <0.01% +480 13F-HR/A Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 12,200 $634K 0.08% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 11,997 $624K 0.06% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,372 $591K <0.01% +1,635 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,087 $571K 0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,903 $567K 0.17% -484 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,888 $566K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,832 $556K <0.01% +1,986 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,552 $549K <0.01% -265 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,337 $538K 0.11% +313 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 10,009 $520K <0.01% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,077 $472K <0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 9,056 $471K 0.01% +1,942 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9,024 $469K 0.07% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 8,991 $468K 0.03% -110 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,532 $444K 0.07% -855 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 8,248 $429K 0.04% -1,841 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,003 $416K 0.01% +196 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,994 $416K <0.01% -31 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,136 $415K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,913 $411K <0.01% +2,727 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 7,869 $409K 0.01% -668 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,688 $400K 0.03% -642 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,586 $394K <0.01% +25 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,203 $375K 0.01% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,012 $365K 0.01% -987 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 6,939 $361K 0.01% -527 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,602 $343K 0.1% -74 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,433 $335K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,402 $333K <0.01% +65 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,349 $330K 0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,337 $330K <0.01% -28,665 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,333 $329K <0.01% -2,922 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,243 $325K <0.01% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,132 $319K 0.02% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,991 $312K 0.02% +391 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,860 $305K 0.03% +1,772 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,813 $302K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,700 $296K <0.01% +5,000 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,367 $279K 0.03% -112 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,213 $271K 0.01% -228 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 5,083 $264K <0.01% -404 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,974 $259K 0.02% -5,763 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,950 $257K <0.01% new 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,700 $244K 0.04% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,491 $234K 0.06% -151 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,475 $233K <0.01% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,459 $232K <0.01% -1,299 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,371 $227K 0.02% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,175 $217K <0.01% -63 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,076 $212K 0.05% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,920 $204K 0.02% new 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,916 $204K 0.04% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,800 $198K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,047 $158K <0.01% +2,495 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,302 $120K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,179 $108K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,915 $99.6K <0.01% +1,841 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,705 $88.6K <0.01% +8 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,695 $88.1K 0.03% +823 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,501 $78.1K <0.01% +825 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,034 $53.8K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,024 $53.3K <0.01% -63,776 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 993 $51.6K 0.04% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 992 $51.6K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 983 $51.1K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 927 $48.2K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 804 $41.8K <0.01% -42 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 731 $38K <0.01% +23 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 726 $37.8K <0.01% +553 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 630 $32.8K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 600 $30.4K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 557 $29K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 518 $26.9K <0.01% -22 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 498 $25.9K <0.01% -10 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 492 $25.6K <0.01% new 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 475 $24.7K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 453 $23.6K <0.01% -44 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 406 $21.1K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 382 $19.9K <0.01% new 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. 379 $19.7K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 363 $18.9K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 331 $17.2K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 326 $17K <0.01% -19 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 325 $16.9K <0.01% +324 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 300 $15.6K <0.01% -42 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 292 $15.2K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 244 $12.7K <0.01% +140 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 207 $10.8K 0.06% -3 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 200 $10.4K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 174 $9.07K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 126 $6.56K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 117 $6K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 112 $5.84K 0.02% 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 113 $5.61K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 95 $4.94K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 92 $4.78K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 90 $4.66K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 86 $4.47K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 85 $4.42K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 84 $4.34K <0.01% -57 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 75 $3.9K <0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 70 $3.64K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 65 $3.38K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 43 $2.24K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 41 $2.13K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 40 $2.08K <0.01% new 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 40 $2.02K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 38 $1.98K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 38 $1.97K <0.01% -3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 37 $1.92K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 27 $1.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crews Bank & Trust More: the full row for Crews Bank & Trust 24 $1.25K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 22 $1.14K <0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 20 $1K <0.01% +5 13F-HR Timeline Group Networth Advisors, LLC More: the full row for Networth Advisors, LLC 11 $572 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 11 $557 <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 4 $208 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $54 <0.01% -75 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1 $52 <0.01% 0 13F-HR Timeline