JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,648,399 $243M 0.02% +5,613,950 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,105,025 $47.6M 0.04% +256,315 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 576,026 $24.8M 1.73% -33,228 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 524,161 $22.6M 0.1% +397,329 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 405,259 $17.5M 3.74% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 317,604 $13.7M <0.01% +213,109 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 296,136 $12.8M <0.01% new 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 289,269 $12.5M 1.49% +87,318 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 273,417 $11.8M <0.01% +221,929 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 250,449 $10.8M 0.01% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 226,475 $9.76M 1.41% -68,039 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 223,982 $9.65M <0.01% +66,219 13F-HR/A Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 199,014 $8.58M 0.15% -41,389 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 198,482 $8.55M 0.01% -41,921 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 183,866 $7.92M <0.01% +76,991 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 172,309 $7.43M 1.79% +899 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 171,611 $7.4M <0.01% +62,049 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 162,596 $7.01M 0.01% +28,486 13F-HR Timeline Group North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 162,275 $6.99M 4.3% +7,503 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 151,369 $6.52M 3.72% +28,924 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 134,359 $5.8M 0.73% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 134,056 $5.78M 0.14% +120,103 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 130,690 $5.63M 0.01% -14,755 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 130,571 $5.63M 0.13% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 114,356 $4.93M <0.01% -2,349 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 113,556 $4.89M 0.56% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 112,274 $4.84M 0.19% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 93,527 $4.03M <0.01% +40,904 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 89,606 $3.86M <0.01% +153 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 88,273 $3.8M 0.07% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 84,670 $3.63M <0.01% +11,666 13F-HR Timeline Group Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 78,729 $3.39M 1.78% -7,174 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 74,545 $3.21M 0.06% -182 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 72,974 $3.15M 0.02% +13,715 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 64,096 $2.76M 0.05% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 63,229 $2.73M 0.06% new 13F-HR Timeline Cerity Partners OCIO LLC in group Cerity Partners LLC More: the full row for Cerity Partners OCIO LLC 61,453 $2.65M 0.15% +9,158 13F-HR Timeline Group BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 61,321 $2.64M 0.82% -6,195 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 60,644 $2.61M 0.81% +1,534 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 52,920 $2.28M 0.12% +16,060 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 49,484 $2.13M <0.01% new 13F-HR Timeline Group Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 46,543 $2.04M 0.33% -899 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 45,843 $1.98M <0.01% +37,356 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 41,504 $1.79M <0.01% new 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 36,626 $1.58M <0.01% +36,610 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 31,477 $1.36M 0.17% +20,588 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,835 $1.33M <0.01% -12,089 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 30,340 $1.31M <0.01% 0 13F-HR Timeline Group ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 30,099 $1.3M 0.71% +408 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 29,432 $1.27M <0.01% +2,474 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 29,037 $1.25M <0.01% +4,216 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 28,037 $1.21M 0.27% +18,802 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 26,416 $1.14M <0.01% +456 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 25,100 $1.08M <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 24,012 $1.03M 0.03% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,552 $972K <0.01% +11,154 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 22,275 $960K 0.02% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,395 $922K <0.01% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 21,386 $922K 0.29% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 20,681 $891K 0.4% +4,964 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,617 $845K 0.02% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 18,353 $790K 0.01% +13,743 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 17,924 $773K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 18,561 $769K 0.14% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 16,915 $729K <0.01% -1,014 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,875 $727K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,657 $690K 0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,720 $678K <0.01% -1,642 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 15,578 $671K 0.14% -181 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 15,491 $668K 0.23% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,372 $662K <0.01% +12,766 13F-HR/A Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 14,216 $613K 0.41% -1,926 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 14,088 $607K 0.28% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 13,792 $594K 0.01% -1,884 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,792 $594K 0.02% +13,780 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 13,761 $593K 0.46% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,518 $583K <0.01% +13,028 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,194 $569K <0.01% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 12,884 $555K 0.06% -3,089 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 12,590 $543K 0.41% -986 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 11,540 $497K 0.04% new 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 10,157 $438K 0.27% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,129 $437K <0.01% new 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 9,601 $414K 0.28% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 9,333 $402K 0.02% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,328 $402K 0.01% new 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,992 $388K 0.03% new 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 8,887 $383K 0.33% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,835 $381K 0.01% new 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 8,699 $375K 0.1% +3,187 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,610 $328K <0.01% -113 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,271 $313K 0.02% +1,075 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,822 $294K <0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,027 $260K 0.02% -508 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,679 $245K 0.01% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,668 $244K <0.01% -1,706 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,445 $235K 0.07% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,353 $231K <0.01% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 5,138 $221K 0.04% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,988 $215K 0.08% +1,419 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 4,919 $212K 0.13% +264 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,788 $206K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,747 $205K <0.01% -1,758 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,668 $201K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,560 $197K <0.01% +1,897 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,269 $141K <0.01% -22 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,779 $120K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,410 $104K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,257 $97.3K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,845 $79.5K 0.02% +1,093 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,200 $51.7K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,119 $46.2K 0.52% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 933 $40.2K 0.05% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,022 $39.3K <0.01% +38 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 839 $36.2K <0.01% +277 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 770 $33K 0.02% -109 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 600 $26K 0.01% +100 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 592 $25.5K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 584 $25.2K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 260 $11K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 243 $10.5K <0.01% +65 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 238 $10.3K <0.01% -44 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 169 $7.28K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 151 $6.51K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 150 $6.46K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 140 $6.03K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 92 $3.96K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 66 $2.85K <0.01% -7 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 57 $2.46K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 29 $1.25K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18 $776 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7 $302 <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. 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.