MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,875,179 $259M 0.01% +61,132 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,894,489 $207M +42,573 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,775,266 $94.2M 0.06% -60,230 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,128,270 $59.9M 0.01% -24,785 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/ 1,030,318 $54.7M <0.01% +46,951 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 922,223 $49M 0.01% -39,272 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 661,393 $35.1M 0.01% -35,835 13F-HR Timeline Group Madrid Financial Services More: the full row for Madrid Financial Services 488,670 $25.9M 13.73% +17,967 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 478,511 $25.4M 0.45% +3,074 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 436,144 $23.2M 0.32% +14,343 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 373,651 $19.8M <0.01% -29,741 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 368,127 $19.5M <0.01% -51,241 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 282,310 $15M 0.01% -39,617 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 279,377 $14.8M 0.02% +8,264 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 277,970 $14.8M 0.71% +7,706 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 250,248 $13.3M 0.74% +1,965 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 227,634 $12.1M 2.65% -178 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 218,447 $11.6M 1.92% +42 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 212,176 $11.3M 0.01% +22,608 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 205,167 $10.9M 2.28% +153 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 201,119 $10.7M 0.97% +68,819 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 192,242 $10.2M 0.01% +8,076 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 191,084 $10.1M 0.05% +13,860 13F-HR/A Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 175,672 $9.32M 0.01% +20,390 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 157,059 $8.34M 0.46% +58,908 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 155,692 $8.26M 0.56% +9,433 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 152,983 $8.12M 0.12% +4,885 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 149,900 $7.96M 3.46% +8,059 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 138,095 $7.33M 0.09% -48,000 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 129,984 $6.9M <0.01% +35,997 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 124,690 $6.62M 0.07% +255 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 121,318 $6.44M 0.02% +2,298 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 117,458 $6.23M 0.61% -55,109 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 108,309 $5.75M 0.73% -321 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 108,246 $5.75M 0.01% -1,019 13F-HR Timeline Group Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 106,513 $5.65M 0.86% +14,140 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 104,618 $5.55M <0.01% +3,622 13F-HR Timeline Group Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 98,478 $5.23M 2.65% +28,685 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 91,846 $4.88M 0.42% -3,074 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 89,755 $4.76M 0.05% +2,379 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 80,236 $4.26M 0.05% +1,250 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 78,469 $4.17M 0.06% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 76,439 $4.14M 0.01% +13,325 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 76,775 $4.08M 0.36% +4,115 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 74,845 $3.97M 0.08% +1,731 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 73,929 $3.92M 0.02% +6,127 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 70,782 $3.76M 0.67% +1,213 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 69,436 $3.69M 0.33% new 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 65,919 $3.5M 0.4% +3,383 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 64,160 $3.41M 0.4% +7,115 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 63,634 $3.38M <0.01% +4,013 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 63,228 $3.36M 1.85% +12,945 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 54,751 $2.91M 0.04% +1,126 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 51,306 $2.72M <0.01% +11,849 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 48,900 $2.6M 0.05% -840 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 48,573 $2.58M <0.01% +1,417 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 48,086 $2.55M 0.04% -541 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 47,911 $2.54M 0.36% -660 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 45,166 $2.52M 0.17% -3,398 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 45,850 $2.43M 0.01% +9,484 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 44,450 $2.36M 0.01% -6,981 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 42,304 $2.25M 0.02% +164 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 41,120 $2.18M 1.49% +150 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 40,637 $2.16M 0.06% +5,502 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 40,019 $2.12M 0.05% -901 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 39,725 $2.11M 0.05% 0 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 38,422 $2.04M 0.31% +4,481 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,898 $2.01M 0.01% -28,375 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 36,302 $1.93M 2.11% +293 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 34,960 $1.86M <0.01% +53 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 33,213 $1.76M 0.02% +816 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 32,839 $1.74M 0.99% +284 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 32,763 $1.74M <0.01% -1,808 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 31,669 $1.68M <0.01% +772 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 30,592 $1.62M <0.01% new 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 29,292 $1.55M 0.43% +7,181 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 27,856 $1.48M 0.09% +11 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 27,653 $1.47M 0.09% -557 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 27,428 $1.46M <0.01% +397 13F-HR/A Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 26,477 $1.41M 0.66% +3,804 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,348 $1.4M 0.02% +234 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 26,276 $1.39M <0.01% +1,642 13F-HR Timeline Group Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 26,021 $1.38M 0.08% 0 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 25,914 $1.38M 0.01% +4,595 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 25,587 $1.36M 0.02% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 24,679 $1.31M 0.01% -477 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 24,357 $1.29M 0.01% -4,945 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 24,348 $1.29M 0.31% +288 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 24,208 $1.28M 0.24% -166 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 23,844 $1.27M <0.01% -2,348 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 23,426 $1.24M +2,133 Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 23,134 $1.23M 0.02% +1,043 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 21,164 $1.12M <0.01% -422 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 20,220 $1.07M 0.14% +4,249 13F-HR Timeline Group LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 19,840 $1.05M 0.43% +331 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,687 $1.05M 0.03% +130 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 19,515 $1.03M 0.06% +3,265 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 19,330 $1.03M 0.04% -1,516 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 19,203 $1.02M 0.78% -377 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,776 $997K 0.01% -146 13F-HR Timeline Group LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 18,215 $967K 0.35% +336 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 17,277 $917K 0.01% new 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 16,200 $860K 0.67% -200 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 16,036 $851K 0.09% -138 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 15,796 $838K 0.04% +8,479 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 14,271 $758K 0.24% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 14,238 $756K 0.14% -3,221 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,959 $741K 0.01% +1,085 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 13,767 $731K 0.28% -1,742 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,455 $714K <0.01% -110 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,409 $712K <0.01% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 13,301 $706K <0.01% +1,811 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 13,177 $699K 0.14% +114 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,871 $683K <0.01% +3,333 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 12,626 $670K 0.09% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 11,704 $660K 0.41% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 12,384 $657K 0.07% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,371 $657K 0.01% +2,874 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,264 $651K <0.01% -5,270 13F-HR/A Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 12,107 $643K 0.08% +1 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 11,561 $614K <0.01% +5,933 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,498 $610K <0.01% -7,127 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 11,323 $601K 0.04% +1,660 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 11,082 $588K 0.16% +2,693 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 10,490 $557K 0.26% -214 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,300 $547K 0.02% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,920 $527K 0.02% -200 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,832 $522K <0.01% +2,520 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,137 $515K 0.01% +166 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,438 $501K 0.04% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 9,300 $494K 0.02% -79 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,151 $486K 0.02% 0 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 9,000 $478K <0.01% new 13F-HR Timeline Group CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 8,903 $473K 0.11% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 8,331 $442K 0.14% +120 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 46,628 $442K 0.31% +39,884 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 8,110 $430K 0.12% +148 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,808 $414K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,637 $405K 0.01% -215 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 7,579 $402K 0.11% -4,931 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 7,327 $389K 0.2% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 6,967 $370K 0.01% -470 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,867 $364K 0.07% -218 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,787 $360K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,787 $360K 0.03% +1 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 6,627 $352K 0.04% +97 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 6,452 $342K 0.32% -3,893 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,429 $341K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,416 $341K <0.01% -261,913 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,382 $339K 0.21% +152 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 6,300 $334K <0.01% -6,700 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,292 $334K <0.01% +1,172 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,236 $331K 0.02% +1,000 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,184 $328K 0.03% +434 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,114 $325K <0.01% 0 13F-HR Timeline Group Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,961 $316K 0.07% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,911 $314K 0.01% -12,928 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,910 $313K <0.01% -5,184 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 5,883 $312K 0.12% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,842 $310K 0.04% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,668 $308K 0.06% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,668 $301K 0.02% -373 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 5,532 $294K 0.25% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,521 $293K <0.01% -287 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 5,500 $292K 0.26% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,483 $291K <0.01% +2,192 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 5,456 $290K 0.02% +38 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,420 $288K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,395 $286K 0.05% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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