Creative Planning in group Creative Planning More: the full row for Creative Planning 848,710 $33.5M 0.03% +41,515 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 609,254 $24M 1.7% +43,782 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 294,514 $11.7M 1.92% 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 250,449 $9.87M 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 240,403 $9.48M 0.18% +39,824 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 240,403 $9.48M 0.02% +39,824 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 201,951 $7.96M 1.03% -195,680 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 171,410 $6.76M 1.51% +2,614 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 157,763 $6.22M <0.01% -318,083 13F-HR/A Timeline Group North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 154,772 $6.1M 4.08% +9,097 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 145,445 $5.73M 0.01% -12,874 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 134,110 $5.29M 0.01% new 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 126,832 $5M 0.03% new 13F-HR/A Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 122,445 $4.83M 3.18% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 116,705 $4.6M <0.01% +338 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 109,562 $4.32M <0.01% -177,081 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 106,875 $4.21M <0.01% +1,263 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 104,495 $4.12M <0.01% -5,163 13F-HR Timeline Group CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 89,853 $3.54M 0.01% +1,888 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 89,453 $3.53M <0.01% 0 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 85,903 $3.39M 1.58% +5,723 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 74,727 $2.95M 0.08% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 73,004 $2.88M <0.01% +10,212 13F-HR/A Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 68,091 $2.68M 0.03% +4,733 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 67,516 $2.66M 0.92% +4,020 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 59,259 $2.34M 0.02% +4,399 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 59,110 $2.33M 0.79% +7,046 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 52,623 $2.07M <0.01% -30,646 13F-HR Timeline Group Cerity Partners OCIO LLC in group Cerity Partners LLC More: the full row for Cerity Partners OCIO LLC 52,295 $2.06M 0.12% 0 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 51,488 $2.03M <0.01% -8,561 13F-HR Timeline Group Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 47,442 $1.91M 0.35% -1,550 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 44,375 $1.75M 0.01% -976 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 42,924 $1.69M <0.01% -47,149 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 41,236 $1.63M <0.01% -101,227 13F-HR/A Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 36,860 $1.45M 0.08% +3,630 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 34,449 $1.36M <0.01% +3,000 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 30,340 $1.2M <0.01% -18,337 13F-HR Timeline Group ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 29,691 $1.17M 0.64% -5,126 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 26,958 $1.06M <0.01% +7,905 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 25,960 $1.02M <0.01% -161 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,821 $978K <0.01% +1,128 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 22,275 $878K 0.02% +4,500 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 19,313 $761K <0.01% -11,123 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 17,929 $707K <0.01% +381 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,362 $684K <0.01% +5,109 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 16,142 $636K 0.46% +2,282 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 15,973 $630K 0.08% -963 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 15,759 $621K 0.14% -535 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 15,717 $620K 0.35% -2,503 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 15,676 $618K 0.01% -461 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 13,953 $550K 0.01% new 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 13,576 $535K 0.46% +558 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,398 $449K <0.01% -9,042 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 10,889 $429K 0.06% +285 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 9,235 $364K 0.11% +285 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,487 $335K <0.01% +323 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,723 $304K <0.01% -2,404 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,374 $291K 0.01% -498 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 7,034 $277K 0.16% -91 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,535 $258K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,505 $257K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,196 $244K 0.02% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,679 $224K 0.01% new 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 5,512 $217K 0.06% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,353 $211K <0.01% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 5,138 $203K 0.04% new 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 4,655 $184K 0.12% +2,995 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,610 $181K <0.01% -149 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3,569 $141K 0.06% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,291 $130K <0.01% -3,229 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,779 $110K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,663 $105K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,606 $103K <0.01% +2,083 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,257 $89K <0.01% +977 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 984 $38.8K <0.01% -38 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 933 $36.8K 0.05% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 879 $35K 0.02% +501 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 752 $29.6K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 584 $24.4K 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 562 $22.4K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 500 $20K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 490 $19.3K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 282 $11.1K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 261 $10.3K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 178 $7.02K <0.01% -130 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 169 $6.66K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 151 $5.95K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 150 $5.91K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 140 $5.52K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 92 $3.63K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 73 $2.88K <0.01% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 50 $2.11K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18 $710 <0.01% -10 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 16 $631 <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12 $473 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7 $276 <0.01% +1 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.