Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 858,000 $92.1M 1.27% +133,543 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 464,639 $49.2M 8.54% -189,328 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 332,423 $35.7M 0.01% +24,835 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 121,823 $13.1M 0.07% +2,508 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 90,783 $9.75M <0.01% +22,297 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 76,759 $8.24M 5.35% +3,134 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 74,165 $7.81M <0.01% -11,617 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 65,533 $7.03M 0.05% -1,444 13F-HR/A Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 60,068 $6.18M 1.29% +15,128 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 47,690 $5.12M <0.01% +2,235 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 47,600 $5.11M <0.01% -50,400 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 38,686 $4.15M <0.01% +24,370 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 37,530 $4.03M 0.01% -59,189 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 37,155 $3.99M <0.01% +2,101 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 36,369 $3.9M <0.01% +2,594 13F-HR/A Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 35,363 $3.8M 0.63% -17,171 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 32,744 $3.52M 0.04% +1 13F-HR Timeline Group Brown Financial Advisors More: the full row for Brown Financial Advisors 30,232 $3.25M 1.13% +1,266 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 28,324 $3.04M 1.47% +458 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 26,617 $2.86M 1.66% +4,615 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 26,420 $2.84M 0.06% 0 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 26,400 $2.83M 0.28% +7,620 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 22,105 $2.37M 0.03% +4,269 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,982 $2.36M 0.01% -992 13F-HR/A Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 19,127 $2.05M 1.75% +2,094 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 16,228 $1.74M 0.61% -733 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,680 $1.68M 0.04% +2,088 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,946 $1.64M <0.01% -1,229 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,090 $1.62M <0.01% -10,148 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,078 $1.4M 0.02% 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,652 $1.36M 0.01% +117 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,316 $1.32M <0.01% -26,669 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 11,941 $1.28M 0.27% -142 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,313 $1.21M 0.01% +360 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 11,046 $1.19M 0.56% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,970 $1.18M 0.07% -746 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 10,433 $1.12M 0.27% +87 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,378 $1.11M <0.01% +1,457 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,368 $1.11M <0.01% -13,153 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,078 $1.08M 0.01% +371 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,054 $1.08M <0.01% +1,921 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 10,213 $1.08M 0.17% -50 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,636 $1.03M 0.03% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 7,380 $792K 0.06% -124 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,866 $737K 0.09% +804 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5,855 $629K 0.14% +6 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,719 $614K <0.01% +1,502 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,133 $551K <0.01% +19 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 5,000 $537K 0.17% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,954 $532K <0.01% +495 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,873 $523K <0.01% -828 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,868 $523K 0.01% +224 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,835 $519K 0.01% +2,198 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,753 $510K 0.03% +48 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,734 $508K 0.03% +5 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,398 $472K <0.01% -36,526 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,999 $429K <0.01% -97 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,927 $422K 0.02% -100 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,867 $415K 0.18% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,774 $405K 0.03% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,744 $402K <0.01% -142 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,564 $383K 0.2% +3 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,115 $334K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,078 $330K <0.01% +269 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,051 $328K 0.18% -152 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,038 $326K 0.03% new 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,963 $318K 0.01% -250 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,956 $317K <0.01% +1,503 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,746 $295K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,574 $276K <0.01% -946 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,469 $265K <0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,404 $258K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,268 $243K <0.01% -8 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,259 $242K <0.01% new 13F-HR Timeline Group Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 2,198 $236K 0.03% -217 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 2,176 $234K 0.08% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,118 $227K 0.01% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,102 $226K 0.1% -672 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,040 $219K <0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 2,010 $216K <0.01% new 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,962 $211K 0.01% -442 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,918 $206K <0.01% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,899 $204K 0.09% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,898 $204K <0.01% -3,238 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,609 $173K <0.01% -14 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,404 $151K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 945 $101K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 700 $75.1K <0.01% -50 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 575 $61.7K 0.03% -394 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 558 $59.9K <0.01% -309 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 503 $54K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 479 $51.4K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 459 $49.3K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 347 $37.3K <0.01% +57 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 295 $31.7K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 267 $28.7K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 222 $23.9K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 174 $18.7K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 162 $17.4K <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 132 $14.2K <0.01% +132 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 103 $11.1K 0.01% +54 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 101 $11K <0.01% +1 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 100 $10.8K <0.01% new 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 99 $10.6K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 82 $8.8K <0.01% 0 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 71 $7.62K <0.01% 0 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 68 $7.3K <0.01% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 72 $6.38K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 42 $4.51K <0.01% -50 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 36 $3.86K <0.01% -362 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 35 $3.76K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 33 $3.57K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20 $2.16K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19 $2.04K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 13 $1.4K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10 $1.07K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 0 $1.07K <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8 $859 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1 $108 <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 0 $44 <0.01% -222 13F-HR Timeline Amount filed as zero, left out of ratios.