Creative Planning in group Creative Planning More: the full row for Creative Planning 1,295,954 $55.2M 0.04% +190,929 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 576,073 $24.5M 1.69% +47 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 436,593 $18.6M 0.07% -87,568 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 422,867 $18M <0.01% +105,263 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 273,792 $11.7M <0.01% +102,181 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 265,837 $11.3M <0.01% -7,580 13F-HR/A Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 255,706 $10.9M 0.23% +121,650 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 252,890 $10.8M <0.01% -43,246 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 252,048 $10.7M 1.17% -37,221 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 250,449 $10.7M 0.01% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 211,171 $9M 0.97% -15,304 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 199,133 $8.48M <0.01% -5,449,266 13F-HR/A Timeline Group Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 177,473 $7.56M 3.53% +26,104 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 174,402 $7.43M <0.01% +60,046 13F-HR Timeline Group North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 172,975 $7.37M 4.22% +10,700 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 168,018 $7.16M <0.01% -55,964 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 143,551 $6.12M 0.78% +29,995 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 139,035 $5.92M <0.01% +49,429 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 138,631 $5.91M 0.7% +4,272 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 135,412 $5.77M +73,959 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 126,709 $5.4M <0.01% new 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 122,232 $5.21M 0.01% -8,458 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 108,207 $4.61M <0.01% +14,680 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 106,916 $4.55M <0.01% -76,950 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 98,459 $4.17M <0.01% +13,789 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 84,555 $3.6M <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 79,993 $3.41M 0.02% +7,019 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 77,972 $3.32M 1.64% -757 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 74,272 $3.16M 0.89% +12,951 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 72,253 $3.08M 0.04% -16,020 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 71,109 $3.03M 0.05% -3,436 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 70,265 $2.99M 0.06% +7,036 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 68,740 $2.93M <0.01% +19,256 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 68,468 $2.92M 0.06% -62,103 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 63,981 $2.73M 0.76% +3,337 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 53,985 $2.3M 0.12% +1,065 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 48,800 $2.08M <0.01% new 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 48,404 $2.06M <0.01% +30,480 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 48,347 $2.06M 0.23% +16,870 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 47,439 $2.02M <0.01% +5,935 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 45,547 $1.94M 1.34% +31,786 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 44,604 $1.93M 0.23% -1,939 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 44,209 $1.88M <0.01% -118,387 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. 36,591 $1.56M <0.01% -35 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 34,674 $1.48M <0.01% +8,258 13F-HR Timeline Group ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 32,364 $1.38M 0.67% +2,265 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 31,617 $1.35M <0.01% -14,226 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 $1.29M <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,160 $1.28M <0.01% +14,788 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 29,838 $1.27M <0.01% +801 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 29,535 $1.25M <0.01% -1,300 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 25,733 $1.1M 0.48% +5,052 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 25,505 $1.09M 0.02% +1,493 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 25,147 $1.07M <0.01% +8,272 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 22,275 $949K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 20,778 $887K 0.01% +2,425 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 20,624 $879K <0.01% new 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 19,894 $847K 0.25% -1,492 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 19,722 $840K <0.01% -9,710 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 19,333 $824K 0.57% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 18,524 $789K 0.03% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 18,200 $775K <0.01% -6,900 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,678 $753K <0.01% +1,958 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,405 $741K 0.02% -2,212 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 16,868 $719K <0.01% -47 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,353 $697K 0.01% -304 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,258 $693K 0.01% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 15,512 $661K 0.12% -66 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,130 $645K 0.02% +1,338 13F-HR/A Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 14,495 $611K 0.11% -4,066 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 14,122 $602K 0.38% -94 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,943 $594K 0.01% +9,196 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 13,546 $577K 0.05% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,194 $562K <0.01% 0 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 12,789 $545K 0.36% +199 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 12,631 $538K 0.05% -253 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 12,096 $515K 1.53% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 11,977 $510K <0.01% +1,848 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,256 $480K <0.01% -10,139 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 10,678 $455K 0.11% +1,979 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 10,106 $431K 0.33% +1,219 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,035 $427K 0.01% +1,200 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 9,750 $415K 0.14% new 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 9,601 $409K 0.26% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,549 $407K <0.01% +2,727 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,328 $397K <0.01% 0 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 8,932 $381K <0.01% new 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,762 $331K 0.1% -20,275 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,607 $324K <0.01% -3 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 7,479 $318K 0.06% -397,780 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,313 $310K 0.02% +42 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 7,032 $300K 0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,027 $257K 0.02% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 5,976 $255K 0.15% +1,057 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 5,937 $253K 0.09% +949 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,679 $242K 0.01% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,636 $240K <0.01% -32 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,527 $235K <0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,406 $230K <0.01% +618 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,373 $229K <0.01% +20 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,262 $224K <0.01% +702 13F-HR Timeline Group FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 5,138 $219K 0.04% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,592 $153K <0.01% +323 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,410 $103K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,257 $96.1K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,200 $51.1K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 933 $39.7K 0.05% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 850 $36K 0.01% +250 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 $35.7K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 835 $35.6K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 823 $35K 0.02% +53 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 816 $34.8K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 584 $24.9K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 490 $20.9K <0.01% -13,028 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 267 $11.4K <0.01% new 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 249 $10.6K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 243 $10.4K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 238 $10.1K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 229 $9.75K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 196 $8.35K <0.01% +45 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 150 $6.39K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 147 $6.26K <0.01% new 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 140 $5.96K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 92 $3.92K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 60 $2.56K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 40 $1.7K <0.01% -982 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 37 $1.58K <0.01% -20 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 29 $1.24K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 25 $1.06K <0.01% -41 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18 $767 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7 $298 <0.01% 0 13F-HR Timeline