BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 19,492,467 $705M 0.06% +18,747,048 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 6,541,422 $236M 0.04% -362,040 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,194,805 $188M +445,781 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,899,701 $177M 0.04% -1,321,181 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,510,132 $163M 2.46% +139,831 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 4,361,035 $158M 0.18% -76,004 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,455,468 $125M 0.03% -1,063,361 13F-HR/A Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 2,470,000 $89.3M 3.17% +85,400 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,387,288 $86.3M 0.03% +78,642 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,378,918 $86M 0.05% +476,854 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,094,816 $75.7M 0.01% -35,857 13F-HR/A Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,637,505 $59.2M 0.3% -566,002 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 1,464,188 $52.9M 0.03% 0 13F-HR Timeline Group Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 1,199,920 $43.4M 14.43% +158,482 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,064,323 $38.5M 0.1% +21,170 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 1,063,231 $38.4M 43.4% -545,478 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,005,869 $36.4M 0.01% -33,698 13F-HR Timeline Group NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 978,290 $35.2M 0.67% +21,858 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 970,000 $35.1M 3.69% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 928,468 $33.6M 0.01% -420,345 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 864,604 $31.3M 0.06% +768,304 13F-HR/A Timeline Group Cercano Management LLC More: the full row for Cercano Management LLC 706,147 $25.5M 0.75% -831,025 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 690,592 $25M -5,918 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 674,733 $24.4M 0.01% -134,740 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 631,250 $22.8M 4.98% 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 564,824 $20.4M 0.06% -11,773 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 560,248 $20.3M 0.01% +178,571 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 532,893 $19.3M 0.3% +12,218 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 510,338 $18.4M <0.01% -8,142 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 498,058 $17.8M 0.53% -1,190 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 482,249 $17.4M 1.76% +26,744 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 476,301 $17.2M 0.02% -443,720 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 416,700 $15.1M 0.02% +261,700 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 416,394 $15.1M 0.11% -12,179 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 394,313 $14.3M 0.04% -8,266 13F-HR/A Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 383,949 $13.9M 0.25% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 353,481 $12.8M 0.02% -70,243 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 325,818 $11.8M 5.87% +3,301 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 329,478 $11.8M <0.01% +37,400 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 305,842 $11.1M 0.14% -3,098 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 302,207 $10.9M 0.41% +9,635 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. 299,165 $10.8M 0.02% +6,719 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 286,764 $10.4M 0.02% +4,547 13F-HR Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 284,808 $10.3M 0.71% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 283,155 $10.2M <0.01% +19,347 13F-HR Timeline Group Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 248,156 $8.96M 0.04% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 240,956 $8.71M 0.01% +21,423 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 221,766 $8.02M 0.01% -97,434 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 218,436 $7.9M 0.22% +34,931 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 208,282 $7.53M 0.01% +17,086 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 173,519 $6.27M 0.21% -3 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 167,344 $6.05M 1.62% +6,573 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 166,491 $6.02M 0.36% -26,322 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 153,774 $5.56M 0.02% +64,388 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 148,959 $5.38M 0.88% +9,105 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 145,241 $5.25M 2.21% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 125,325 $4.53M 0.01% +105,779 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 104,500 $3.78M 0.93% +18,259 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 102,647 $3.71M 0.01% -4,364 13F-HR Timeline Group HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 100,421 $3.63M 1.59% +1,598 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 96,727 $3.48M 0.04% -3,524 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 96,274 $3.48M 0.04% -1,822 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 87,760 $3.17M 0.07% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 77,121 $2.79M 0.02% +31,606 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 77,107 $2.79M <0.01% +1,109 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 70,848 $2.56M <0.01% +4,422 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 70,360 $2.54M 0.51% +1,773 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 65,747 $2.38M 0.91% -3,788 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 57,647 $2.08M 0.3% -983 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 55,409 $2M <0.01% -7,737 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 52,646 $1.9M 0.02% -3,653 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 48,396 $1.75M -1,917 Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 47,490 $1.72M 0.04% -30 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 46,947 $1.7M 0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 44,777 $1.62M 0.01% -3,758 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 44,087 $1.59M 0.02% +2,481 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. 42,137 $1.52M 0.03% new 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 40,949 $1.48M 0.94% +936 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 38,298 $1.38M 1.3% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 35,366 $1.28M 0.2% new 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 35,239 $1.27M 0.34% new 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 32,623 $1.18M 1.74% +842 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,387 $1.14M <0.01% -77,388 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 29,106 $1.05M 0.07% +1,139 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 28,910 $1.05M 0.11% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 27,859 $1.01M 0.01% -4,235 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 26,679 $964K 0.02% +13,004 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 25,049 $906K 0.07% +4,178 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 24,780 $896K 0.03% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 24,225 $876K 0.08% -272 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 20,964 $758K <0.01% +12,583 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 20,626 $746K <0.01% -5,426 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 20,164 $729K 0.04% +2,291 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 19,986 $721K 0.03% +93 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,912 $720K <0.01% +6,560 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 18,655 $674K 0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 18,573 $671K <0.01% -1,382 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 18,494 $669K 0.01% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 18,172 $657K 0.21% new 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 18,044 $652K 0.2% +127 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 17,884 $647K <0.01% +12,249 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 17,462 $631K 0.2% +175 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,956 $613K <0.01% -317 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,912 $575K 0.01% +3,450 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 15,851 $573K 0.31% +11,047 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 15,711 $568K 0.16% -2,269 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,545 $562K <0.01% +400 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,329 $554K 0.02% -157 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,721 $552K 0.01% +9,470 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 15,061 $544K 0.21% -57 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 14,288 $517K 0.05% -1,144 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 14,000 $506K 0.23% +1,767 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 13,937 $504K 0.04% new 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 13,795 $499K 0.58% -580 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,785 $498K <0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,237 $479K 0.04% +139 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,624 $420K <0.01% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,172 $404K <0.01% -166 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,071 $400K 0.03% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,050 $399K 0.14% -65,643 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,769 $389K 0.02% -27 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 10,739 $388K 0.13% -323 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,438 $377K <0.01% -968 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,783 $354K 0.02% -2,054 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,627 $348K 0.01% +1,882 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,605 $347K <0.01% new 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 9,455 $342K <0.01% +3,592 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,153 $331K <0.01% -950 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,143 $331K <0.01% -533 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,122 $330K 0.01% +1,396 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 8,780 $317K 0.04% -159 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,747 $316K 0.03% +8,740 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 8,410 $304K <0.01% -2,990 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,249 $298K <0.01% +531 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,210 $297K <0.01% +1,598 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,168 $295K 0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,008 $289K <0.01% +2,069 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,685 $278K <0.01% -46 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,515 $272K 0.16% -312 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 6,665 $241K 0.05% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,577 $238K 0.03% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 6,486 $234K 0.05% -288 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 6,486 $234K 0.05% -288 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 6,403 $231K 0.2% -118 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,394 $231K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 6,375 $230K 0.17% -246 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,090 $220K 0.04% +594 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,891 $213K 0.08% +81 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,649 $204K 0.01% -134 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,200 $188K 0.01% 0 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 5,044 $182K 0.18% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 4,252 $154K 0.03% +43 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,162 $150K 0.01% +1,999 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,979 $143K <0.01% -473 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,859 $140K <0.01% +240 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,239 $117K <0.01% +2,264 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,820 $102K 0.01% -44 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,417 $87.1K <0.01% -524 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,358 $85.2K 0.04% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,258 $81.6K <0.01% -311 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,242 $81K 0.01% +389 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,145 $77.4K <0.01% +944 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,912 $69.1K <0.01% +240 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,814 $65.6K <0.01% +104 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,541 $55.7K 0.02% +16 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,406 $51K <0.01% +1,139 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,309 $47.3K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,292 $46.7K <0.01% -18 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,203 $43.5K <0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,056 $38.2K 0.02% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. 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