Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 724,457 $64M 0.99% +50,722 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 653,967 $61.9M 12.07% +12,663 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 307,588 $27.2M 0.01% +12,886 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 119,315 $10.5M 0.06% +15,901 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 98,000 $8.66M 0.01% +54,000 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 96,719 $8.55M 0.02% -2,582 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 85,782 $7.28M <0.01% +2,145 13F-HR/A Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 73,625 $6.51M 4.83% +42,407 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 68,486 $6.05M <0.01% -6,018 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 66,977 $5.92M 0.05% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 52,534 $4.64M 0.83% +26,434 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 45,455 $4.02M <0.01% -8,135 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 44,940 $3.97M 0.95% +803 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 40,924 $3.62M <0.01% +18,763 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 38,985 $3.45M <0.01% -8,391 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35,054 $3.1M <0.01% -46,457 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 33,775 $2.99M <0.01% +12,002 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 32,743 $2.89M 0.04% new 13F-HR Timeline Group Brown Financial Advisors More: the full row for Brown Financial Advisors 28,966 $2.56M 0.97% +587 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 27,866 $2.46M 1.35% +23 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 26,420 $2.33M 0.08% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 25,238 $2.23M <0.01% -2,834 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,521 $2.08M <0.01% +12,903 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,974 $2.03M 0.01% -5,468 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 22,002 $1.94M 1.34% +3,354 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 18,780 $1.66M 0.17% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 17,836 $1.58M 0.02% +1,904 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 17,033 $1.51M 1.43% -157 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 16,961 $1.5M 0.59% -134 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,175 $1.47M <0.01% +5,020 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,316 $1.27M <0.01% -7,838 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 13,592 $1.2M 0.03% +1,241 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 11,046 $1.17M 0.79% -4,776 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,535 $1.11M 0.01% -296 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 12,083 $1.07M 0.27% -125 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 11,716 $1.04M 0.07% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,707 $986K 0.01% -682 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 11,086 $980K 0.07% +10,605 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,953 $968K <0.01% +6,555 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 10,346 $914K 0.26% -513 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 10,263 $907K 0.16% -1 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,636 $852K 0.03% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,921 $788K <0.01% -5,821 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,133 $719K <0.01% +733 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 7,504 $663K 0.06% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,062 $536K 0.08% +61 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5,849 $517K 0.13% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,701 $504K <0.01% +4,801 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 5,509 $487K 0.06% +1,333 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,729 $478K 0.03% +4 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,136 $454K <0.01% -204,332 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 5,114 $452K <0.01% -450 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 5,000 $442K 0.18% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,932 $436K 0.08% -41 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,705 $416K 0.02% +429 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,644 $411K <0.01% +979 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,459 $394K <0.01% new 13F-HR/A Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,217 $373K <0.01% +1,717 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,096 $362K <0.01% -282 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,027 $356K 0.02% -900 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,886 $343K <0.01% +372 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,867 $342K 0.18% -286 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,774 $334K 0.03% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,561 $315K 0.22% -1,404 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,520 $311K <0.01% +544 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,506 $310K 0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,213 $284K 0.01% -150 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,203 $283K 0.18% -31 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,115 $275K <0.01% 0 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 3,067 $271K 0.23% -1,938 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,809 $248K <0.01% +1 13F-HR Timeline Group Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,774 $245K 0.14% +291 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,637 $233K 0.01% -5,043 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,276 $231K <0.01% 0 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 2,415 $213K 0.03% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,404 $212K 0.01% +44 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,118 $187K 0.01% -8 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,623 $143K <0.01% -8,973 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,453 $128K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,404 $124K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 969 $85.6K 0.04% -157 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 945 $83.5K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 867 $76.6K <0.01% +28 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 750 $66.3K <0.01% +150 13F-HR/A Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 629 $55.6K 0.03% -253 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 503 $44.5K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 479 $42.3K <0.01% -3,508 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 459 $40.6K <0.01% -32 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 398 $35.5K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 295 $26.1K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 290 $25.7K <0.01% -1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 267 $23.6K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 222 $19.6K 0.01% +178 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 222 $19.6K 0.01% -990 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 187 $16.5K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 162 $14.4K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 146 $12.9K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $9K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 99 $8.75K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 92 $8.13K <0.01% +42 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. 82 $7.25K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 72 $6.38K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 71 $6.28K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 65 $5.79K <0.01% -377 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 58 $5.13K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 49 $4.33K <0.01% 0 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 $3.09K <0.01% +15 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20 $1.78K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 13 $1.15K <0.01% -22 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8 $713 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1 $89 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $54 <0.01% -741 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $8 <0.01% -1 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.