Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 673,735 $68.4M 1.09% +49,147 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 641,304 $65.9M 12.73% -3,878 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 294,702 $29.9M 0.01% +41,869 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 209,468 $21.3M 0.04% +189,094 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 103,414 $10.5M 0.06% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 99,301 $10.1M 0.02% -5,236 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 83,637 $8.5M <0.01% -20,734 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 81,511 $8.28M 0.01% +13,626 13F-HR/A Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 75,900 $7.71M 0.45% +7,932 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 74,504 $7.57M <0.01% -5,317 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 53,590 $5.44M <0.01% +2,818 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 47,376 $4.81M 0.01% +24,064 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 44,137 $4.48M 1.05% +3,444 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 44,000 $4.47M 0.01% -44,100 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 31,218 $3.17M 2.26% +22,985 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,442 $2.89M 0.01% -1,925 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 28,379 $2.88M 1.06% +230 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 28,072 $2.85M <0.01% -11,409 13F-HR Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 27,843 $2.83M 1.55% +325 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 27,304 $2.77M 0.01% 0 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 26,100 $2.65M 0.5% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 22,161 $2.25M <0.01% +15,092 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,154 $2.25M <0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 21,773 $2.21M <0.01% +1,831 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 18,648 $1.89M 1.29% +4,135 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 17,786 $1.81M 0.07% -21,114 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,326 $1.76M 0.03% +1,729 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 17,190 $1.75M 1.8% 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 17,095 $1.74M 0.7% -108 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 15,932 $1.62M 0.02% +984 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 15,822 $1.61M 0.82% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,742 $1.5M <0.01% -8,054 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,120 $1.43M <0.01% new 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 12,831 $1.3M 0.01% -763 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,351 $1.25M 0.03% +258 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 12,208 $1.24M 0.32% -15 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,155 $1.23M <0.01% +5,160 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 11,716 $1.19M 0.08% -93 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,105 $1.13M 0.03% -147 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 10,859 $1.1M 0.3% +137 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,618 $1.08M <0.01% -6,333 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,596 $1.08M 0.01% -3,156 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 10,264 $1.06M 0.18% -423 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,389 $1.06M 0.01% +861 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,636 $979K 0.03% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,680 $780K 0.03% -2,135 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,400 $752K <0.01% +2,782 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,333 $643K 0.48% -26 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,093 $619K <0.01% -18,497 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,001 $610K 0.08% +51 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5,849 $594K 0.16% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,564 $565K <0.01% +100 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 5,005 $508K 0.44% -2,406 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 5,000 $508K 0.19% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,973 $505K 0.09% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,965 $504K 0.33% +6 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,927 $501K 0.03% +51 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 4,789 $487K 0.28% +861 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,725 $480K 0.03% +6 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 4,952 $449K 0.43% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,398 $447K <0.01% +77 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,378 $445K <0.01% -670 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,276 $434K 0.03% +3 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,153 $422K 0.12% +206 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,088 $415K <0.01% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,176 $407K 0.05% -49 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,987 $405K <0.01% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,774 $384K 0.03% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,660 $373K <0.01% 0 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,665 $372K <0.01% +1,046 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,514 $357K <0.01% +99 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,463 $352K 0.01% -11,264 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,363 $342K 0.02% +75 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,217 $331K <0.01% +183 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,234 $329K 0.23% +51 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,199 $325K 0.02% +369 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,173 $322K 0.03% -1,274 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,115 $316K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,976 $302K <0.01% +19 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,808 $285K <0.01% -289 13F-HR/A Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,686 $273K 0.01% +1 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,600 $264K 0.13% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,538 $258K 0.01% -427 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,500 $254K <0.01% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,483 $252K 0.15% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,461 $250K 0.11% -560 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 2,427 $247K 0.14% -107 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,360 $240K 0.01% -590 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,276 $231K <0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,259 $229K <0.01% -1,881 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,188 $222K <0.01% new 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,182 $222K 0.01% +22 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,126 $216K 0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,067 $210K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,404 $143K <0.01% -196 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,212 $123K 0.04% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,126 $114K 0.06% -32 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,000 $102K 0.01% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 900 $91.4K <0.01% -200 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 882 $89.6K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 839 $85.2K <0.01% +485 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 481 $78.2K 7.65% -723,361 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 742 $75.3K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 623 $63.3K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 600 $61K <0.01% -7,349 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 503 $51.1K <0.01% -205 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 491 $49.9K <0.01% -50 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 442 $44.7K <0.01% +145 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 398 $40.5K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 355 $36K <0.01% new 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 295 $30K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 291 $29.6K <0.01% +200 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 267 $27.1K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 187 $19K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 146 $14.8K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 100 $10.2K <0.01% new 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 99 $10.1K <0.01% +28 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $10K <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 $8.33K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 72 $7.33K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 71 $7.21K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 62 $6.3K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 58 $5.89K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 50 $5.08K <0.01% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 49 $4.98K <0.01% 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 44 $4.42K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 35 $3.56K <0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20 $2.04K <0.01% 0 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/ 20 $2.03K <0.01% +10 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8 $813 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1 $102 <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 1 $97 <0.01% 0 13F-HR Timeline Group