Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,615,544 $71.6M 0.08% +787,502 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,133,442 $50.2M <0.01% +121,399 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 598,592 $26.5M <0.01% +26,167 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 428,001 $19M 0.01% +36,783 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 390,279 $17.3M 1.84% +9,311 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 320,604 $14.2M 0.39% +20,665 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 251,482 $11.1M 0.11% +25,165 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 237,642 $10.5M 5.76% -441,341 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 207,428 $9.2M <0.01% +6,057 13F-HR Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 170,971 $7.58M 0.86% -3,979 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 170,172 $7.54M <0.01% +42,540 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 139,562 $6.19M 0.01% -10,535 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 139,089 $6.17M 1.03% +4,915 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 134,515 $5.96M 0.03% +13,350 13F-HR Timeline CROBAN More: the full row for CROBAN 114,801 $5.09M 2.39% +8,010 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/ 99,069 $4.39M <0.01% +59,773 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 90,334 $4M <0.01% +1,060 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 89,606 $3.97M <0.01% +4,982 13F-HR Timeline Group Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 87,595 $3.88M 3.21% +881 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 74,027 $3.27M 0.73% +57,543 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 56,262 $2.49M 0.01% +4,745 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 55,380 $2.45M 0.63% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 52,420 $2.32M <0.01% +15,539 13F-HR Timeline Group LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 51,393 $2.28M 1.68% +2,790 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 49,926 $2.21M 0.93% +3,981 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 47,598 $2.11M 0.1% -2,258 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. 47,591 $2.11M 0.04% +1,182 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 46,973 $2.08M <0.01% -1 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 45,451 $2.01M 0.42% +523 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 41,455 $1.84M <0.01% new 13F-HR Timeline Group TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 39,565 $1.75M 0.57% -4,682 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 37,278 $1.65M <0.01% -1,061 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 37,144 $1.65M 0.65% +979 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 36,810 $1.63M 0.01% +1,750 13F-HR Timeline Group McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 36,325 $1.61M 1.36% +808 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 34,292 $1.52M 0.34% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,544 $1.49M <0.01% +28,654 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 32,051 $1.42M 0.03% +5,099 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,726 $1.36M 0.01% +48 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 30,554 $1.35M <0.01% -1,975 13F-HR/A Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 29,561 $1.31M 0.94% +1,456 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 28,824 $1.29M 0.09% +2,276 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 28,009 $1.24M 0.5% -18,302 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 25,639 $1.14M 0.16% -366 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 25,682 $1.14M 0.16% -10,502 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 23,136 $1.03M 0.01% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 21,565 $956K 0.65% -531 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 20,738 $919K 0.03% -20,871 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 17,885 $793K 0.26% -21 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,061 $712K 0.03% +4,747 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 15,392 $682K 0.05% -133 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,012 $665K <0.01% -8,039 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 14,715 $652K <0.01% -991 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 13,640 $605K 0.07% +59 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,088 $580K <0.01% -1,355 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 12,424 $551K 0.04% -21,354 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,403 $550K 0.03% -1,049 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,308 $546K 0.05% +16 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,226 $542K 0.03% +6,113 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 11,242 $498K 0.29% -500 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,165 $495K 0.01% +1,957 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,137 $494K <0.01% +2,764 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 9,609 $426K <0.01% +570 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,534 $423K 0.01% +1,017 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 9,005 $399K 0.11% -61 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,931 $396K <0.01% +770 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,472 $376K 0.01% +7 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,253 $366K 0.05% -1,868 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 7,945 $352K 0.08% -300 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,493 $332K 0.01% +47 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 7,236 $321K 0.1% -1,871 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,191 $319K 0.01% -4,396 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 7,165 $318K 0.12% -41 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,734 $299K <0.01% -269 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,302 $279K <0.01% 0 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 5,842 $259K 0.01% -35 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,629 $250K 0.01% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 5,606 $249K 0.1% -248 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,495 $244K <0.01% +1,952 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 5,504 $244K 0.06% -98 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,234 $232K 0.15% -166 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,852 $215K 0.01% +117 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,836 $214K 0.08% 13F-HR/A Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,750 $211K 0.09% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,650 $206K 0.01% +17 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,553 $202K 0.02% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,491 $200K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,468 $198K <0.01% +4,342 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,190 $186K 0.04% +126 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,787 $168K <0.01% +3,786 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,779 $166K <0.01% +175 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,513 $156K 0.04% new 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 MAI Capital Management More: the full row for MAI Capital Management 2,186 $96.9K <0.01% +3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,137 $94.7K 0.01% -5 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,363 $60.4K 0.02% +10 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 1,312 $58.2K <0.01% -3 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $44.3K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 875 $38.8K <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 796 $35.3K <0.01% +341 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 659 $29.2K <0.01% -4 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 526 $23.3K <0.01% +33 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 462 $20.5K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 391 $17.3K <0.01% +200 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 390 $17.3K <0.01% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 300 $13.3K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 196 $8.69K <0.01% +135 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 186 $8.24K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 175 $7.76K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 133 $5.9K <0.01% -330 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 123 $5.45K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 95 $4.21K <0.01% -501 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 52 $2.31K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 50 $2.22K <0.01% -241 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 $1.06K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2 $89 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 0 $11 <0.01% -235 13F-HR Timeline Amount filed as zero, left out of ratios.