BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,825,115 $395M 0.03% +292,697 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 351,914 $263M 0.2% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,794,274 $212M 0.04% +562,925 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,447,854 $199M 0.03% -238,622 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,005,712 $183M 0.03% +703,677 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 4,909,246 $179M 0.16% +320,740 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,686,355 $135M 1.43% +356,887 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,925,921 $107M +272,204 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,840,135 $104M 0.05% -11,973 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,059,946 $75.2M +1,286,983 Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 1,982,476 $72M 0.27% new 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,679,050 $61.3M 0.07% +1,354,439 13F-HR Timeline Group Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 1,608,678 $58.7M 9.48% -31,850 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 1,527,824 $55.8M 0.02% -83,204 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,422,102 $51.9M 0.4% +868,230 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,272,962 $46.5M 2.53% +150,000 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,258,046 $45.9M 0.09% -277,492 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 1,155,500 $42.2M 2.03% 0 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 1,093,400 $39.9M 5.82% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,061,732 $38.4M 0.42% +1,060,042 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 885,297 $32.3M 0.06% -4,836 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 877,606 $32.1M +4,768 Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 784,423 $28.6M 4.65% 13F-HR Timeline Group BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 668,625 $24.4M 51.47% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 665,640 $24.3M <0.01% -403,018 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 634,304 $23.2M 0.22% +631,721 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 570,680 $20.9M <0.01% +28,278 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 550,451 $20M 1.42% +21,292 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 525,384 $19.2M 0.35% +79,182 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 519,806 $19M 0.11% +34,767 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 427,106 $15.6M <0.01% +21,971 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 400,790 $14.6M 0.38% +13,218 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 399,607 $14.6M 0.01% +149,897 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 369,012 $13.5M 0.01% +78,692 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 347,301 $12.7M <0.01% +113,954 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 314,591 $11.5M 0.02% +8,647 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 304,319 $11.1M 0.26% +53,168 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 291,007 $10.6M 0.15% -14,029 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 289,274 $10.6M 0.27% -53,977 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 284,486 $10.4M <0.01% +26,915 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 257,957 $9.42M 0.01% +69,008 13F-HR Timeline Group THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 257,512 $9.4M 2.96% +11,243 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 239,750 $8.76M 1.3% +30,326 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 239,115 $8.73M 0.03% -250,651 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 227,456 $8.31M 0.02% +82,055 13F-HR/A Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 213,826 $7.81M 0.67% +203,086 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 212,229 $7.75M <0.01% -15,054 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 204,719 $7.48M 0.18% -11,878 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 196,640 $7.18M 1.47% +7,880 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 169,682 $6.14M +133,226 Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 151,528 $5.53M 0.16% +1,866 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 143,143 $5.23M 0.04% new 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 131,509 $4.8M 0.01% new 13F-HR Timeline Group Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 124,835 $4.56M 2.24% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 124,700 $4.55M 0.02% -106 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 118,148 $4.31M 0.21% +22,834 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 117,413 $4.29M <0.01% +39,368 13F-HR Timeline Group Little Harbor Advisors, LLC More: the full row for Little Harbor Advisors, LLC 114,728 $4.17M 2.05% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 104,557 $3.82M 0.01% -3,487 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 101,969 $3.72M 0.02% -5,112 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 96,773 $3.53M <0.01% +280 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 78,422 $2.86M <0.01% +1,255 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 72,929 $2.66M 0.42% +2,639 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 71,118 $2.6M 0.01% +1,719 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 68,604 $2.51M <0.01% +19,698 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 67,733 $2.47M 0.02% +27,217 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 64,885 $2.37M 0.01% -7,000 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 60,194 $2.2M <0.01% +10,860 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 57,146 $2.09M 0.03% +6,250 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 54,737 $2M 0.02% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 52,758 $1.93M 0.03% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 51,976 $1.9M 0.17% +442 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 44,493 $1.62M 0.01% -269 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 41,892 $1.53M 0.02% +8,231 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 41,552 $1.52M 0.01% -698 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 40,979 $1.5M 0.44% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 38,074 $1.39M 0.02% -2,265 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 37,498 $1.37M 1.07% +325 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 35,845 $1.31M <0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,748 $1.31M <0.01% new 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 34,947 $1.28M 1.4% +462 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 29,263 $1.07M 0.42% +3,184 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 28,808 $1.05M 0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 28,179 $1.03M <0.01% -12,114 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 27,706 $1.01M 0.02% +2,569 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 26,801 $979K 0.08% +1,138 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 25,285 $923K 0.02% +1,106 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,881 $909K <0.01% +13,697 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 24,407 $891K 0.17% +14,938 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 24,227 $885K 0.2% +1,404 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 23,548 $860K 0.06% +2,730 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,945 $838K <0.01% -4,668 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 21,288 $777K 0.15% -1,187 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 21,288 $777K 0.13% -1,187 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 21,161 $773K 0.06% +858 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,308 $742K <0.01% +4,205 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 20,268 $740K 0.12% new 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 20,167 $736K 0.16% +385 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 19,390 $708K 0.2% +2,100 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 19,308 $705K 0.01% +1,576 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 18,698 $683K 0.05% +1,738 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 18,163 $663K 0.02% +824 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 17,943 $655K 0.16% new 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 17,835 $651K 0.07% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 17,058 $623K 0.08% new 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 16,754 $612K 0.33% -12,941 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 14,537 $531K 0.45% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,484 $529K 0.01% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 14,221 $519K 0.47% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 13,925 $509K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 13,891 $507K 0.14% -207 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,409 $489K <0.01% +7,322 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,746 $465K <0.01% +19 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,717 $464K 0.02% +105 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,595 $459K <0.01% -55,865 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 12,542 $458K 0.09% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,384 $452K <0.01% -711 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,216 $446K 0.01% +2,540 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,582 $423K <0.01% -881 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 11,384 $416K 0.02% -1,416 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,117 $406K 0.01% -56 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,916 $399K <0.01% +513 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 10,909 $398K 0.04% +574 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,875 $397K <0.01% +8,551 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,812 $395K <0.01% +4,517 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,796 $394K <0.01% +168 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,405 $380K <0.01% -530 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,776 $357K 0.01% +2,823 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 9,505 $347K 0.19% +756 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 9,452 $345K 0.1% -4 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,297 $340K <0.01% -4,101 13F-HR Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 9,196 $336K 0.08% -5,636 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 8,765 $320K 0.22% -88 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,621 $315K 0.02% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,453 $309K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,345 $305K 0.01% +351 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 8,237 $301K <0.01% -30 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,435 $271K <0.01% -1,395 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,392 $270K <0.01% -4,463 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,107 $260K 0.01% +631 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,079 $259K 0.04% +372 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,035 $257K 0.01% +24 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,815 $249K <0.01% new 13F-HR Timeline Group WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 6,740 $246K 0.1% -100 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,664 $243K <0.01% -354 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,509 $238K <0.01% new 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 6,258 $229K 0.14% +96 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,169 $225K 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,095 $223K <0.01% +143 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 5,948 $217K 0.02% +13 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,932 $217K 0.02% new 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 5,910 $214K 0.17% +256 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,764 $211K <0.01% +4,538 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,183 $189K <0.01% +1,125 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,886 $178K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 4,554 $166K 0.02% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,641 $133K <0.01% -8 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,813 $103K <0.01% +558 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,718 $99.3K <0.01% +3 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,442 $89.2K <0.01% +279 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,300 $84K <0.01% -1,500 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,921 $70.2K <0.01% +1,885 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,767 $64.5K <0.01% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,586 $57.9K <0.01% -1,151 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,568 $57.3K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,457 $53.2K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,373 $50.1K <0.01% +1,303 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,378 $50K <0.01% -1,170 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,140 $41.6K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,056 $38.6K 0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 891 $32.5K <0.01% 0 13F-HR Timeline Blue Trust, Inc. 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