BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,259,331 $55.7M <0.01% +125,889 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 826,504 $36.6M 0.04% -789,040 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 759,516 $33.8M <0.01% +160,924 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 408,574 $18.1M 1.72% +18,295 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 398,254 $17.6M <0.01% -29,747 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 330,244 $14.6M 0.35% +9,640 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 274,797 $12.2M 0.1% +23,315 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 247,196 $10.9M 5.89% +9,554 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 240,209 $10.6M <0.01% +32,781 13F-HR Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 197,745 $8.75M 0.77% +26,774 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 192,095 $8.5M <0.01% +21,923 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 164,016 $7.25M 0.03% +29,501 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 154,381 $6.83M 1.31% +15,292 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 145,175 $6.42M 0.01% +5,613 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 117,033 $5.18M <0.01% +17,964 13F-HR Timeline Group CROBAN More: the full row for CROBAN 116,688 $5.16M 2.27% +1,887 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 102,919 $4.55M 3.23% +15,324 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 97,668 $4.32M <0.01% +7,334 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 84,937 $3.76M <0.01% -4,669 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 84,546 $3.71M 0.79% +10,519 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 69,394 $3.05M 0.01% +13,132 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 55,380 $2.45M 0.59% 0 13F-HR/A Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 52,160 $2.31M 1.62% +767 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 49,632 $2.2M 0.03% +2,041 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 49,300 $2.18M 0.4% +3,849 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 46,473 $2.06M <0.01% -500 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 45,406 $2.01M 0.09% -2,192 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 45,377 $2.01M 0.76% -4,549 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 44,170 $1.95M 0.13% +15,346 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 42,360 $1.87M 0.7% +5,216 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 41,774 $1.85M 0.01% +4,964 13F-HR Timeline Group TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 39,597 $1.75M 0.5% +32 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 37,712 $1.67M 0.03% +5,661 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 37,348 $1.65M <0.01% +70 13F-HR Timeline Group McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 37,008 $1.64M 1.24% +683 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 36,581 $1.62M <0.01% -15,839 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 34,292 $1.52M 0.32% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,855 $1.36M 0.01% +129 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 29,644 $1.31M <0.01% -910 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 29,544 $1.29M 0.17% +3,905 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 29,061 $1.29M 0.85% -500 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 25,742 $1.14M <0.01% +10,730 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 25,411 $1.12M 0.41% -2,598 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 23,468 $1.04M 0.14% -2,214 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 23,136 $1.02M 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 21,863 $967K <0.01% -11,681 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 21,096 $933K 0.03% +358 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 20,101 $889K 0.61% -1,464 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 17,970 $795K 0.23% +85 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,137 $714K <0.01% new 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 15,780 $698K 0.03% -281 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 15,386 $681K 0.05% -6 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,364 $635K 0.05% +724 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,042 $621K 0.02% +5,570 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,617 $602K 0.01% +2,452 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 12,434 $550K 0.04% +10 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,416 $549K 0.03% +13 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,161 $538K <0.01% -2,554 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 12,046 $533K 0.03% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,321 $501K <0.01% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 11,242 $497K 0.26% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,055 $489K <0.01% -82 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 10,367 $459K <0.01% +758 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 10,249 $453K 0.04% -2,059 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 10,117 $447K 0.05% -2,109 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 9,483 $419K 0.1% +478 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 9,411 $416K 0.05% +1,158 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,771 $388K <0.01% -160 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,670 $383K 0.1% +1,434 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,391 $371K <0.01% -4,697 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,347 $369K 0.01% +854 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 8,010 $354K 0.07% +65 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 7,633 $338K 0.12% +2,027 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,572 $335K 0.01% -1,962 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,441 $329K 0.01% +2,791 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,396 $328K <0.01% +3,617 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 7,266 $321K 0.1% +101 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,792 $300K <0.01% +58 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 6,767 $299K 0.14% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,186 $274K <0.01% 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,114 $270K <0.01% -188 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 5,774 $255K 0.01% -68 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 5,504 $243K 0.05% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,234 $232K 0.13% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,221 $231K 0.03% new 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 4,997 $221K 0.17% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,880 $216K 0.01% +28 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,878 $216K <0.01% -36,577 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,798 $212K 0.01% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,755 $210K 0.05% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,750 $210K 0.08% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,667 $206K 0.05% +1,154 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,553 $201K 0.02% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,538 $201K <0.01% +47 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,468 $198K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,381 $194K <0.01% -1,114 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 4,383 $194K 0.03% +193 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,446 $152K <0.01% -3,745 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,322 $147K <0.01% +3,136 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,300 $102K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,103 $93K <0.01% -34 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,774 $78.5K <0.01% +1,248 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,500 $66.4K <0.01% -2,287 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,311 $58K <0.01% -1 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,227 $54.3K 0.02% -136 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $44.2K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 875 $38.7K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 847 $37.5K <0.01% +456 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 659 $29.3K <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 491 $21.7K <0.01% -305 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 462 $20.4K 0.01% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 345 $15.3K 0.01% +45 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 247 $10.9K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 196 $8.67K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 188 $8.32K <0.01% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 175 $7.74K <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 123 $5.44K <0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 95 $4.2K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 92 $4.07K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 82 $3.64K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 52 $2.3K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 38 $1.68K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 24 $1.06K <0.01% +22 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 24 $1.06K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 0 $11 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.