BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 16,468,733 $765M 0.06% +121,958 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,931,943 $183M 0.11% -307,409 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,223,359 $103M 0.03% +89,793 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,416,119 $65.7M 0.02% +160,388 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,088,494 $50.5M 0.01% +10,916 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,053,510 $48.9M 0.72% +1,038,766 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 965,834 $44.8M +103,737 Timeline CX Institutional More: the full row for CX Institutional 957,521 $44.5M 1.36% +22,853 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 944,147 $43.8M 2.56% +160,501 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 798,054 $37.1M 0.01% -161,861 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 751,301 $34.9M <0.01% -6,905 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 669,879 $31.1M <0.01% -58,293 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 599,378 $27.8M 0.39% -424,674 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 501,554 $23.3M 0.23% +21,626 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 448,239 $20.8M <0.01% -28,290 13F-HR/A Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 440,827 $20.5M 0.2% -15,768 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 404,367 $18.8M 0.81% +17,795 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 403,370 $18.8M 0.04% -189,755 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 364,079 $16.9M 0.02% +18,538 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 318,999 $14.8M +13,343 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 318,625 $14.8M 0.02% -7,394 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 291,752 $13.5M 0.43% -32,029 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 283,295 $13.2M <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 256,904 $11.9M 0.01% -7,929 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 182,523 $8.47M 4.14% -4,169 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 168,977 $7.85M <0.01% +2,257 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 147,221 $6.84M 0.04% +2,217 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 140,842 $6.54M <0.01% +40,948 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 133,353 $6.19M 0.05% -1,126 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 122,421 $5.68M 0.01% +29,785 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 120,224 $5.58M 0.01% +50,611 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 116,408 $5.4M <0.01% +102,727 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 108,254 $5.03M 0.74% new 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 103,145 $4.79M 0.4% +10,794 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 94,341 $4.38M 0.2% -1,031 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 93,331 $4.33M 0.06% +1,505 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 91,345 $4.24M 0.14% +10,591 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 91,208 $4.23M 0.04% +244 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 82,161 $3.81M 0.13% +9,082 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 75,853 $3.52M 0.01% -18,634 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 69,845 $3.24M 0.16% +1,477 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 69,653 $3.23M <0.01% -6,371 13F-HR Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 67,221 $3.12M 1.36% +5,658 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 66,760 $3.1M 0.24% +2,486 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 62,041 $2.88M 0.21% -949 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 59,016 $2.74M 0.01% +9,502 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 57,505 $2.71M 0.05% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 53,416 $2.48M 0.13% -1,896 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 49,010 $2.28M 0.01% +3,948 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 40,688 $1.89M 0.01% -5,078 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 40,375 $1.87M 0.03% -17,872 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 38,045 $1.76M <0.01% +5,104 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 35,845 $1.66M 0.02% -1,119 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 33,834 $1.57M <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 33,322 $1.55M <0.01% +277 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 33,134 $1.54M <0.01% +2,416 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 31,866 $1.48M <0.01% +9,220 13F-HR Timeline Group LCW Services, LLC More: the full row for LCW Services, LLC 30,670 $1.42M 0.71% -2,688 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 30,335 $1.41M 0.11% +3,830 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 27,214 $1.26M 0.09% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 26,082 $1.21M 0.82% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 25,542 $1.19M <0.01% 0 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 23,457 $1.09M 0.02% +797 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 22,723 $1.06M 0.16% +2,180 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 22,557 $1.05M 0.01% -316 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 21,788 $1.01M <0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,029 $976K <0.01% -3,965 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 20,170 $936K <0.01% +11,651 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 20,157 $936K 0.01% +4,700 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 19,314 $897K 0.24% +23 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 19,128 $888K 0.29% -15,095 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 19,043 $884K 0.01% +1,593 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 18,104 $841K 0.01% -392 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 17,978 $835K <0.01% -915 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 17,900 $831K <0.01% -15,300 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 17,600 $817K 0.09% +5,000 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 22,000 $772K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,937 $740K <0.01% 0 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 $737K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,710 $729K 0.01% -411 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 15,431 $716K 0.85% -7,685 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,335 $712K 0.01% -152 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 15,185 $705K 0.04% -4,464 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 15,119 $702K 0.02% -350 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 14,987 $696K 0.43% +819 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,719 $683K 0.02% -597 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 14,696 $682K <0.01% new 13F-HR Timeline Group Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 13,698 $636K 0.4% -136 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,595 $631K 0.05% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 13,444 $624K 0.01% -7,025 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,935 $601K 0.02% -3,300 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,346 $573K 0.05% +1 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 12,250 $569K 0.11% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 12,121 $563K <0.01% +1,475 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 12,109 $562K 0.14% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 12,051 $560K 0.06% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,844 $550K 0.01% +559 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,767 $546K 0.02% new 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 11,710 $544K 0.17% -549 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,637 $540K 0.01% +108 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 11,400 $529K 0.29% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 11,148 $518K 0.06% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 11,038 $512K 0.04% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 10,590 $492K 0.04% 0 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 10,500 $488K 0.07% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 10,400 $483K <0.01% -425 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,283 $480K 0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,319 $479K <0.01% +311 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,118 $470K <0.01% -3,811 13F-HR Timeline Group Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 9,947 $462K 0.21% -282 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,942 $462K 0.01% +47 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,763 $453K <0.01% -594 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,440 $444K 0.03% -540 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,386 $436K <0.01% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,316 $433K <0.01% +372 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,199 $427K <0.01% -1,630 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,750 $406K 0.29% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,490 $394K <0.01% +505 13F-HR/A Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,470 $393K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,344 $387K <0.01% 0 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 8,315 $385K 0.43% -3,362 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 7,922 $368K 0.34% 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,844 $364K 0.07% -1,196 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,744 $360K <0.01% -36 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 7,692 $357K 0.02% -10,095 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 7,552 $351K 0.28% 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 $348K <0.01% 0 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 7,381 $347K 0.14% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,166 $333K 0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,853 $318K <0.01% +27 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,556 $304K 0.02% -122 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,509 $302K <0.01% -373 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 6,118 $284K 0.04% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,033 $280K 0.02% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,022 $280K 0.02% +22 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 5,942 $275K 0.14% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,122 $238K <0.01% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,961 $230K 0.03% +23 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,763 $221K 0.02% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,694 $218K <0.01% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,613 $214K <0.01% -156 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,610 $214K 0.1% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,457 $207K 0.01% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,449 $207K 0.05% -417 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,248 $151K <0.01% +1,019 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 3,226 $150K 0.06% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,816 $131K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,686 $124K <0.01% -66 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,268 $105K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,895 $88K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,763 $81.9K 0.04% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,668 $77.4K <0.01% -639 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,663 $77K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,395 $64.8K <0.01% +753 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,307 $60.7K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,204 $55.9K <0.01% +487 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,200 $55.7K 0.02% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,167 $54.2K <0.01% +1,122 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 1,100 $51.1K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 972 $45.1K <0.01% -101 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 905 $42K <0.01% +2 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 867 $40.3K <0.01% +130 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 633 $29.4K <0.01% +310 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 500 $23.2K <0.01% 0 13F-HR/A Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 483 $22.4K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 362 $16.8K 0.01% +2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 352 $16.3K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 315 $15K <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 237 $11K 0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 235 $10.9K <0.01% -1,486 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 207 $9.61K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 184 $8.54K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 173 $8.03K <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 $7.2K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 146 $6.78K <0.01% -5 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 130 $6.04K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 111 $5.15K <0.01% -10,133 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 109 $5.06K <0.01% -93 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 54 $2.52K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 41 $1.9K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14 $653 <0.01% new 13F-HR/A Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 11 $511 <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4 $186 <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2 $74 <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $56 <0.01% 0 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.