Creative Planning in group Creative Planning More: the full row for Creative Planning 1,431,301 $59.6M 0.04% +135,347 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 617,443 $25.7M 1.75% +41,370 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 484,229 $20.2M <0.01% +61,362 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 329,024 $13.7M 0.26% +73,318 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 268,837 $11.2M 0.25% -167,756 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 251,226 $10.5M <0.01% -1,664 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 250,449 $10.4M 0.01% 0 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 248,737 $10.4M 1.12% -3,311 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 237,641 $9.9M <0.01% +130,725 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 191,150 $7.96M 3.49% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 187,946 $7.83M <0.01% -11,187 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/ 183,077 $7.63M <0.01% -82,760 13F-HR Timeline Group Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 182,842 $7.62M 3.33% +5,369 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 180,788 $7.53M 4.22% +7,813 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 179,518 $7.48M 0.77% -31,653 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 168,179 $7.01M <0.01% +161 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 153,303 $6.39M 0.76% +9,752 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 152,811 $6.37M <0.01% +44,604 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 151,142 $6.3M +15,730 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 147,020 $6.12M 0.04% +130,762 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 145,306 $6.05M <0.01% -29,096 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 132,640 $5.53M <0.01% +5,931 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 123,713 $5.15M 0.01% +1,481 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 121,092 $5.04M <0.01% +22,633 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 113,424 $4.73M 0.01% new 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 112,825 $4.7M <0.01% -26,210 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 111,409 $4.64M <0.01% -162,383 13F-HR/A Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 104,319 $4.35M <0.01% +60,110 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 97,607 $4.07M 0.02% +17,614 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 80,188 $3.34M 1.63% +2,216 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 77,953 $3.25M 0.06% +9,485 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 77,637 $3.23M 0.05% +7,372 13F-HR/A Timeline DMC Group, LLC More: the full row for DMC Group, LLC 77,210 $3.22M 2.15% +31,663 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 71,506 $2.98M 0.05% +397 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 70,969 $2.96M 0.05% -1,284 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 66,705 $2.78M 0.3% +18,358 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 60,265 $2.51M <0.01% +11,861 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 57,040 $2.38M 0.67% -6,941 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 54,478 $2.27M <0.01% +7,039 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 54,185 $2.26M 0.12% +200 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 52,829 $2.2M 0.02% new 13F-HR Timeline Group Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 48,868 $2.07M 0.23% +4,264 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 46,459 $1.94M <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 43,388 $1.81M <0.01% +11,771 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 40,456 $1.69M 4.59% +28,360 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 37,243 $1.55M <0.01% +2,569 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. 36,565 $1.52M <0.01% -26 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 33,517 $1.4M <0.01% -35,223 13F-HR/A Timeline Group PFG Advisors More: the full row for PFG Advisors 32,579 $1.36M 0.07% +14,055 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 30,427 $1.27M <0.01% +589 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 $1.26M <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 30,206 $1.26M 0.01% +9,428 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 28,745 $1.2M 0.52% +3,012 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 28,315 $1.18M <0.01% +3,168 13F-HR Timeline Group ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 27,484 $1.14M 0.53% -4,880 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 26,722 $1.11M 0.23% +18,960 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,582 $1.02M <0.01% -5,578 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 22,275 $928K 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/ 20,547 $856K <0.01% +20,057 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,057 $836K <0.01% -9,478 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,842 $785K 0.01% +2,489 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 18,415 $767K <0.01% -1,307 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 18,134 $755K 0.51% -1,199 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,960 $707K 0.02% -445 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 16,512 $688K 0.42% +2,390 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,167 $674K <0.01% -68,388 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,010 $667K 0.01% +2,067 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,839 $660K 0.01% +709 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 15,733 $655K <0.01% -1,135 13F-HR Timeline Group Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 15,542 $647K 0.15% +4,864 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 15,513 $646K 0.12% +1 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,556 $606K <0.01% -3,122 13F-HR Timeline Group Old Peak Finance LLC More: the full row for Old Peak Finance LLC 14,086 $587K 0.36% 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 13,728 $572K <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,661 $569K <0.01% +8,134 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 13,546 $564K 0.05% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,358 $556K <0.01% new 13F-HR/A Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,194 $550K <0.01% 0 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,796 $533K <0.01% +819 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 12,370 $515K 0.05% -261 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,154 $465K 0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 10,473 $436K <0.01% new 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 10,145 $423K 0.26% -2,644 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,035 $418K 0.01% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,684 $403K <0.01% new 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 9,601 $400K 0.25% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,328 $389K 0.01% 0 13F-HR Timeline Group Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 9,033 $376K 0.28% -1,073 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,358 $348K <0.01% -1,191 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,329 $347K 0.01% -17,176 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,630 $318K <0.01% +23 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,245 $302K 0.09% -12,649 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 6,643 $278K 0.05% -836 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,613 $276K <0.01% -14,011 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,027 $251K 0.02% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 5,937 $247K 0.09% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,647 $235K 0.12% +4,824 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,638 $235K <0.01% +2 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,373 $224K <0.01% 0 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 5,334 $222K 0.46% new 13F-HR Timeline 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 5,310 $221K <0.01% -3,622 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 5,300 $221K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,119 $213K <0.01% -143 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,057 $211K <0.01% -6,199 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,862 $203K 0.01% +4,633 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,832 $201K 0.03% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,275 $136K 0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,247 $135K <0.01% -345 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 2,991 $125K 0.1% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,257 $94K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,200 $50K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,065 $44.4K <0.01% new 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 861 $36K 0.01% +11 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 846 $35.3K <0.01% +11 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 839 $35K <0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 779 $32.4K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 584 $24.3K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 560 $23.3K 0.02% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 518 $21.6K <0.01% +426 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 503 $21K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 420 $17K 0.02% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 249 $10.4K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 241 $10K <0.01% +94 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 239 $9.96K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 238 $9.91K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 210 $8.77K <0.01% -33 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 196 $8.16K <0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 186 $7.75K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 174 $7.22K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 150 $6.25K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 140 $5.83K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 88 $3.67K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 78 $3.23K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 40 $1.67K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 36 $1.51K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 25 $1.04K <0.01% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10 $417 <0.01% -19 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8 $333 <0.01% -10 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7 $292 <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 42 $42 <0.01% -7,271 13F-HR Timeline Group