Creative Planning in group Creative Planning More: the full row for Creative Planning 28,776 $260K <0.01% +8,905 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 28,439 $257K 0.05% +6,733 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 27,001 $244K new Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 26,380 $238K <0.01% -1,388 13F-HR Timeline Group NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 25,788 $227K 0.02% +3,057 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 24,333 $220K <0.01% 0 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 24,322 $220K <0.01% -56,650 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 23,662 $214K <0.01% -4,872 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 23,302 $210K 0.11% -10,968 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 23,209 $210K <0.01% 0 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 22,720 $205K <0.01% +10,287 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 22,719 $205K <0.01% -61,474 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 22,666 $205K 0.04% -287 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 22,388 $202K 0.02% -2,620 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 21,581 $195K <0.01% -38 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,464 $194K <0.01% +6,363 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 21,006 $191K <0.01% +3,003 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 21,030 $190K 0.09% -4,040 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 20,997 $190K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,225 $183K <0.01% -36 13F-HR/A Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 20,000 $181K 0.07% 0 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 19,940 $180K <0.01% +2,059 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 19,911 $180K <0.01% +7,496 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 19,182 $173K 0.1% -725 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 18,121 $164K 0.01% -408 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,963 $162K <0.01% +637 13F-HR/A Timeline Group Storgate, LLC More: the full row for Storgate, LLC 17,338 $157K 0.13% 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 17,013 $154K <0.01% +165 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 17,003 $154K 0.09% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 16,974 $153K <0.01% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 16,609 $150K +282 Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 16,272 $147K <0.01% +687 13F-HR Timeline Group OP Asset Management Ltd More: the full row for OP Asset Management Ltd 16,248 $147K <0.01% new 13F-HR/A Timeline BURNEY CO/ More: the full row for BURNEY CO/ 16,000 $144K <0.01% +1,000 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,734 $142K <0.01% -438 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 15,709 $142K 0.01% -323 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,582 $141K <0.01% +3,141 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 15,559 $140K 0.01% +1,876 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 15,448 $139K 0.03% -110,221 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 15,171 $137K 0.06% +171 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,121 $137K <0.01% -1,535 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 15,090 $136K <0.01% -2,969 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,770 $133K <0.01% +1,133 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,342 $130K <0.01% +1,257 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 13,738 $124K <0.01% -272 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 13,606 $123K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 13,482 $122K 0.06% -2,097 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 13,363 $121K 0.05% -2,358 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 13,062 $118K <0.01% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 13,022 $118K <0.01% +132 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,958 $117K <0.01% -284 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,800 $116K <0.01% -1,300 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 12,696 $115K 0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 12,672 $114K 0.03% +1,348 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 12,566 $113K <0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 12,305 $111K 0.01% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 12,000 $108K 0.04% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 11,864 $107K 0.02% -62 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,791 $106K <0.01% +238 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 11,480 $104K <0.01% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 11,386 $103K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,384 $103K <0.01% -10,235 13F-HR Timeline Essex LLC More: the full row for Essex LLC 11,300 $102K 0.02% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 11,200 $101K <0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 15,090 $101K 0.05% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 11,107 $100K <0.01% -94,983 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 11,026 $99.6K 0.02% +26 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,995 $99.3K <0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 10,652 $96.2K <0.01% 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 10,500 $94.8K <0.01% -101 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 10,473 $94.6K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,404 $93.9K <0.01% +4,817 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,404 $93.9K <0.01% new 13F-HR Timeline Group NDVR, Inc. More: the full row for NDVR, Inc. 10,350 $93.5K 0.08% -9,488 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,327 $93.3K <0.01% -634 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,194 $92.1K 0.02% -470 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,033 $81.6K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,903 $80.4K <0.01% +1,561 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,351 $75.4K <0.01% -10,957 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 7,159 $64.6K <0.01% +3,966 13F-HR/A Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 6,700 $60.5K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 6,493 $58.6K 0.02% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 5,093 $46K <0.01% +1,631 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,166 $37.6K <0.01% +22 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,004 $36.2K <0.01% +356 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,671 $33K <0.01% -63 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,006 $27.2K <0.01% -273 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 3,000 $27.1K 0.01% -5,300 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,000 $27.1K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,868 $25.9K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,715 $25K <0.01% +373 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 2,726 $24.6K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,551 $23K <0.01% +463 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essential Partners LLC More: the full row for Essential Partners LLC 2,284 $20.6K 0.01% +280 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,979 $17.9K <0.01% -33 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,976 $17.8K <0.01% +803 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,874 $16.9K <0.01% +314 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,800 $16.3K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,794 $16.2K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,575 $14.2K <0.01% -21,719 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,539 $13.9K <0.01% +1,187 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,313 $11.9K <0.01% +355 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,196 $10.8K <0.01% -35 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,129 $10.2K <0.01% +129 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,040 $9.39K <0.01% -96 13F-HR/A Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,031 $9.31K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 993 $8.97K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 991 $8.95K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,061 $8.89K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 937 $8.46K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 868 $7.84K <0.01% +245 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 681 $6.15K <0.01% +248 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 637 $5.75K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 538 $4.86K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 528 $4.77K <0.01% +397 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 500 $4.51K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 500 $4.51K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 427 $3.86K <0.01% -1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 381 $3.44K <0.01% +113 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 365 $3.3K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 312 $2.82K <0.01% +112 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 300 $2.71K <0.01% -1,059 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 264 $2.39K <0.01% +58 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 261 $2.36K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 245 $2.21K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 240 $2.17K <0.01% -30 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 224 $2.02K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 218 $1.97K <0.01% +134 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 206 $1.86K <0.01% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 195 $1.76K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 169 $1.53K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 163 $1.47K <0.01% -62 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 158 $1.43K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 158 $1.43K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 157 $1.42K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 132 $1.19K <0.01% -2,848 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 124 $1.01K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 101 $912 <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 96 $868 <0.01% +42 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 74 $668 <0.01% -682 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 70 $633 <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 70 $632 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 60 $542 <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 57 $515 <0.01% +12 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 50 $452 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 49 $442 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 48 $433 <0.01% +12 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 46 $416 <0.01% -769 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 41 $370 <0.01% -22 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 33 $298 <0.01% 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 32 $288 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 31 $280 <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 22 $199 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11 $99 <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 10 $90 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $79 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 94 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.