BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,012,043 $45.1M <0.01% +405,176 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 828,042 $36.9M 0.04% +807,417 13F-HR Timeline Group Northland Capital Management LLC More: the full row for Northland Capital Management LLC 678,983 $30.2M 16.94% +6,804 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 572,425 $25.5M <0.01% -16,978 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 391,218 $17.4M <0.01% +193,767 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 380,968 $17M 1.82% +11,556 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 299,939 $13.4M 0.37% +33,004 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 226,317 $10.1M 0.1% -3,881 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 201,371 $8.97M <0.01% 0 13F-HR Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 174,950 $7.79M 0.83% +18,007 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 150,097 $6.69M 0.01% +1,629 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 134,174 $5.98M 1.02% +13,305 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 127,632 $5.68M <0.01% +8,224 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 121,165 $5.4M 0.03% -6,075 13F-HR Timeline CROBAN More: the full row for CROBAN 106,791 $4.76M 2.29% +49,981 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 89,274 $3.98M <0.01% +6,232 13F-HR Timeline Group Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 86,714 $3.86M 3.48% 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 84,624 $3.77M <0.01% +4,444 13F-HR Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 55,380 $2.47M 0.62% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 51,517 $2.29M <0.01% -8,327 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 49,856 $2.22M 0.11% -1,074 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 48,603 $2.16M 1.66% +636 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 46,974 $2.09M <0.01% -48 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 46,409 $2.07M 0.04% +477 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 46,311 $2.06M 0.81% -8,232 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 45,945 $2.05M 0.87% -7,528 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 44,928 $2M 0.42% -1,042 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 44,247 $1.97M 0.65% +3,917 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 41,609 $1.85M 0.06% +309 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/ 39,296 $1.75M <0.01% -19,666 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 38,339 $1.71M <0.01% -25,554 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 36,881 $1.64M <0.01% -33,771 13F-HR Timeline Group Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 36,184 $1.61M 0.23% -13,172 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 36,165 $1.61M 0.64% -1,409 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 35,517 $1.58M 1.37% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 35,060 $1.56M 0.01% +373 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 34,292 $1.53M 0.34% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 33,778 $1.5M 0.12% -46 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 32,529 $1.45M <0.01% +1,357 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,678 $1.37M 0.01% -207 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 28,105 $1.25M 0.85% -126 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 26,952 $1.2M 0.02% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 26,548 $1.18M 0.09% -1,240 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 26,005 $1.16M 0.17% -1,452 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 23,136 $1.03M 0.01% +5,547 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,051 $1.03M <0.01% +1,159 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 22,096 $984K 0.66% -1,905 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 21,360 $951K 0.05% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 17,906 $798K 0.26% -1,319 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 16,484 $736K 0.18% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,871 $707K <0.01% +10,070 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,706 $700K <0.01% -3,763 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 15,525 $691K 0.05% -158 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,443 $643K <0.01% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 13,581 $605K 0.07% -132 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13,452 $599K 0.04% -486 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,292 $547K 0.05% -83 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 11,742 $523K 0.32% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 11,587 $516K 0.01% -4,305 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,314 $504K 0.02% +148 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 10,121 $451K 0.06% -513 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,208 $410K 0.01% +951 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 9,107 $406K 0.12% -389 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 9,066 $404K 0.11% -13,383 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 9,039 $403K <0.01% +470 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,517 $379K 0.01% -89 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,465 $377K 0.01% +172 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,373 $373K <0.01% -1,810 13F-HR Timeline Group Retirement Solution LLC More: the full row for Retirement Solution LLC 8,245 $367K 0.08% -488 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,161 $363K <0.01% +874 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,446 $332K 0.01% -222 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 7,206 $321K 0.12% -21 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,003 $312K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,471 $288K 0.01% +474 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,302 $281K <0.01% 13F-HR/A Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,113 $272K 0.03% -4 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 5,854 $262K 0.11% -105 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 5,877 $262K 0.02% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,629 $251K 0.01% -6,682 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 5,602 $250K 0.07% +29 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,400 $241K 0.15% -33 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,890 $218K <0.01% +2,586 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,750 $212K 0.09% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,735 $211K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,633 $206K 0.01% new 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,553 $203K 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,548 $203K <0.01% -242 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,064 $181K 0.03% +67 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,604 $161K <0.01% +2,073 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,543 $158K <0.01% -282 13F-HR Timeline Group 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 MAI Capital Management More: the full row for MAI Capital Management 2,183 $97.2K <0.01% +6 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,142 $95.4K 0.01% +973 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,353 $60.3K 0.02% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,315 $58.6K <0.01% -1 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,170 $52.1K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $44.5K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 875 $39K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 663 $29.5K <0.01% -520 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 596 $26.5K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 493 $22K <0.01% +372 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 463 $21K <0.01% +285 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 462 $20.6K 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 455 $20.3K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 291 $13K <0.01% -117 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 235 $10.5K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 191 $8.51K <0.01% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 175 $7.79K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 126 $5.61K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 61 $2.72K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 52 $2.32K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 38 $1.69K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 24 $1.07K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $44 <0.01% -158 13F-HR Timeline Group