BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 16,956,012 $797M 0.05% +487,279 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,716,899 $175M 0.09% -215,044 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,405,914 $113M 0.03% +182,555 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,565,084 $73.5M 0.01% +148,965 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,356,868 $63.8M 0.02% +268,374 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,055,190 $49.6M 0.65% +1,680 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 993,572 $46.7M 2.6% +49,425 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 905,822 $42.6M -60,012 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 862,113 $40.5M 0.01% +64,059 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 734,240 $34.5M <0.01% -17,061 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 600,420 $28.2M 0.24% +98,866 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 560,723 $26.3M <0.01% -109,156 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 533,148 $25.1M 0.72% -424,373 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 499,334 $23.5M <0.01% +51,095 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 450,660 $21.2M 0.18% +9,833 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 443,181 $20.8M 0.26% -156,197 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 418,825 $19.6M 0.03% +15,455 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 410,872 $19.3M 0.79% +6,505 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 377,439 $17.7M 0.01% +13,360 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 328,395 $15.4M 0.01% +71,491 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 316,834 $14.9M <0.01% +33,539 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 314,727 $14.8M 0.01% -3,898 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 304,032 $14.3M 0.4% +12,280 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 279,442 $13.1M -39,557 Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 184,357 $8.66M 4.02% +1,834 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 178,322 $8.38M 0.05% +44,969 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 148,723 $6.99M <0.01% -20,254 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 147,698 $6.94M 0.04% +477 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 123,275 $5.79M 0.01% +854 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 112,899 $5.31M 0.06% +19,568 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 103,042 $4.84M <0.01% -37,800 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 99,419 $4.67M 0.07% +8,074 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 98,793 $4.64M 0.35% -4,352 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 94,341 $4.43M 0.18% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 91,330 $4.29M 0.04% +122 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 85,855 $4.03M 1.6% +18,634 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 82,911 $3.9M 0.12% +750 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 81,828 $3.85M 0.17% +11,983 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 68,457 $3.22M <0.01% -1,196 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 61,494 $2.89M 0.19% -547 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 60,968 $2.86M 0.01% +1,952 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 55,598 $2.61M 0.03% -1,907 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 53,272 $2.5M 0.12% -144 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 51,785 $2.43M 0.01% +2,775 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 51,582 $2.42M <0.01% -24,271 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 42,022 $1.97M 0.05% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 40,061 $1.88M 0.01% -627 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 35,184 $1.65M 0.02% -661 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 34,149 $1.6M <0.01% +2,283 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 33,235 $1.56M 0.03% -7,140 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 33,134 $1.56M <0.01% +12,964 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 33,084 $1.55M <0.01% -750 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 31,759 $1.49M 0.11% +1,424 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 28,693 $1.35M 0.59% -1,977 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 28,325 $1.33M <0.01% -4,809 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 26,942 $1.27M 0.08% -272 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 26,082 $1.23M 0.76% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 25,522 $1.2M <0.01% -12,523 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 24,623 $1.16M <0.01% -95,601 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 24,283 $1.14M 0.02% +826 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 22,853 $1.07M 0.14% +130 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22,712 $1.07M <0.01% -10,610 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 20,545 $965K 0.05% +5,360 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,233 $951K <0.01% -796 13F-HR/A Timeline Idaho Trust Co More: the full row for Idaho Trust Co 19,748 $928K 0.27% +620 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 19,560 $919K 0.07% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 19,500 $916K <0.01% -6,042 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 19,049 $895K 0.01% +6 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 16,961 $797K 0.01% +16,777 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,510 $776K +1,391 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,013 $752K <0.01% +12,765 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 16,007 $752K 0.53% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15,874 $746K 0.01% 0 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 15,843 $744K 0.17% -3,471 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,585 $732K <0.01% -100,823 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,457 $726K <0.01% -4,700 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 15,431 $725K 1.46% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,299 $719K 0.01% -36 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,250 $717K 0.01% -460 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 15,011 $705K 0.33% +24 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,648 $688K 0.01% -71 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,469 $680K <0.01% +4,351 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 14,418 $678K 0.05% +823 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 14,157 $665K <0.01% -3,947 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 13,916 $654K 0.01% +472 13F-HR Timeline Group Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 13,864 $652K 0.71% +5,549 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 13,754 $646K 0.37% +56 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,754 $646K 0.05% new 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 13,509 $635K 0.17% +1,799 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 12,987 $610K 0.02% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 12,706 $597K 0.07% +655 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 12,636 $594K <0.01% +515 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,347 $580K 0.05% +1 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 12,271 $577K <0.01% +1,871 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 12,250 $576K 0.1% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 12,109 $569K 0.13% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,177 $566K 0.01% +333 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 11,945 $561K 0.01% -10,612 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,849 $557K <0.01% -2,847 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 10,500 $493K 0.06% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,497 $493K <0.01% +1,298 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 10,510 $493K 0.03% +1,070 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,417 $489K 0.01% +475 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,283 $483K 0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,250 $482K <0.01% +487 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,131 $476K <0.01% -188 13F-HR/A Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 10,095 $474K 0.21% -1,305 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 10,075 $473K 0.03% -515 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,996 $470K <0.01% +2,627 13F-HR Timeline Group Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 9,905 $465K 0.18% -42 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,825 $462K 0.01% -1,812 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,694 $456K 0.08% +1,850 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,583 $450K <0.01% +267 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 9,470 $445K 0.01% -3,465 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,464 $445K <0.01% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 9,464 $445K 0.07% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,458 $444K <0.01% +1,714 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,444 $444K <0.01% new 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,386 $441K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,973 $422K 0.01% +1,807 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 8,942 $420K 0.02% -2,825 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,750 $411K 0.27% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,581 $403K <0.01% +111 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 8,460 $398K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,455 $397K <0.01% +111 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,410 $395K <0.01% +3,288 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 11,000 $390K <0.01% -11,000 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 7,922 $372K 0.31% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,574 $356K 0.04% new 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 7,552 $355K 0.24% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,496 $352K <0.01% 0 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 7,381 $347K 0.13% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,304 $343K <0.01% -8,633 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 7,111 $334K 0.23% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,897 $324K <0.01% +44 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 6,824 $321K 0.08% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,573 $309K 0.01% +17 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,452 $303K <0.01% new 13F-HR/A Timeline GenTrust, LLC More: the full row for GenTrust, LLC 6,267 $294K 0.01% -1,425 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,151 $289K <0.01% +1,538 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 6,118 $287K 0.03% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,058 $285K 0.02% +36 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,033 $283K 0.02% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,963 $280K 0.01% new 13F-HR Timeline Group Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 5,950 $279K 0.11% +8 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,973 $277K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,649 $265K <0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,434 $255K <0.01% +740 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,943 $232K <0.01% new 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 4,810 $226K 0.19% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,610 $217K 0.1% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,457 $209K 0.01% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,452 $209K <0.01% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,449 $209K 0.05% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 3,281 $154K 0.05% +55 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,170 $149K 0.02% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,870 $135K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,686 $126K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,620 $123K 0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,268 $107K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,201 $103K 0.05% +438 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,176 $102K <0.01% +1,941 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,911 $89.8K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,760 $82.7K <0.01% +1,127 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,668 $78.4K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,663 $78K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,555 $72.8K <0.01% +351 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,433 $67.3K <0.01% -1,383 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,317 $61.9K 0.01% +10 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,200 $55.4K 0.02% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,136 $53.4K 0.01% 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,100 $51.7K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,095 $51.5K <0.01% -300 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 907 $42.6K <0.01% +2 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 882 $41.4K <0.01% -90 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 867 $40.7K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 500 $23.5K <0.01% 0 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 444 $20.9K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 426 $20K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 352 $16.5K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 317 $15K <0.01% +2 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 303 $14.2K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 262 $12.3K <0.01% +153 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 234 $11K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 209 $9.82K <0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 207 $9.73K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 173 $8.13K <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/ 155 $7.28K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 130 $6.11K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 124 $5.83K <0.01% -22 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 111 $5.22K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 62 $2.91K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 55 $2.56K <0.01% +1 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 40 $1.88K <0.01% -1,127 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 27 $1.27K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5 $235 <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4 $188 <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2 $94 <0.01% -21,786 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2 $75 <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $57 <0.01% 0 13F-HR Timeline Group