ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,873,680 $138M +316,630 Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,491,635 $112M 0.08% +426,536 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,043,494 $76.8M 0.02% +97,236 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 979,373 $72.1M <0.01% +978,311 13F-HR Timeline Group Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 844,062 $62.2M 0.7% -528,148 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 646,005 $47.6M <0.01% -21,694 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 463,072 $34.1M 0.08% +101,657 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 441,639 $32.5M 0.04% -105,380 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 405,778 $29.9M 0.03% -28,713 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 369,627 $27.2M 0.01% +114,268 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/ 266,482 $19.6M <0.01% +63,334 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 265,137 $19.5M <0.01% +23,361 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 207,857 $15.3M 0.02% -17,577 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 206,817 $15.2M 2.36% -4,259 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 189,993 $14M 0.98% -103,462 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 177,257 $13.1M <0.01% +472 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 174,790 $12.9M 0.01% +4,763 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 172,149 $12.7M 1.44% -170 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 165,393 $12.2M 0.01% +48,742 13F-HR/A Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 164,673 $12.1M 0.6% -9,908 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 155,000 $11.4M 0.91% -314,400 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 141,424 $10.4M -157,684 Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 126,790 $9.34M 1.59% -3,277 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 122,728 $9.04M 0.08% +20,640 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 119,248 $8.78M 1.45% +33,223 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 112,633 $8.29M 0.14% +2,045 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 91,888 $6.77M 3.31% +6,532 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 82,988 $6.11M 0.02% -4,891 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 75,734 $5.58M 0.01% +13,476 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 74,545 $5.49M 2.68% +7,505 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 73,867 $5.44M 2.39% +27,942 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 73,724 $5.43M <0.01% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 68,243 $5.03M 0.01% new 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 66,536 $4.97M 0.26% +1,713 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 67,050 $4.94M <0.01% +6,106 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 63,020 $4.64M 0.58% -5,324 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 62,631 $4.61M 0.09% 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 56,336 $4.15M <0.01% -32,463 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 54,244 $3.99M 0.07% -35,103 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 52,925 $3.9M <0.01% -60,551 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 52,602 $3.87M 0.01% -4,088 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 52,275 $3.85M 0.01% -5,563 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 51,764 $3.81M 0.02% -29,325 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 45,300 $3.34M <0.01% new 13F-HR Timeline Group Climber Capital SA More: the full row for Climber Capital SA 59,525 $3.27M 2.13% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 41,502 $3.06M 0.04% +16,837 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 41,043 $3.02M 2.01% +3,026 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 40,854 $3.01M 0.56% +202 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 40,700 $3M 0.22% +3,693 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 40,527 $2.98M <0.01% +17,587 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 38,748 $2.85M 0.49% +450 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 37,033 $2.73M 0.02% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 36,864 $2.71M 1.42% +2,865 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 36,471 $2.69M 0.02% +2,001 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 34,647 $2.55M 0.21% -2,079 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 33,806 $2.49M <0.01% new 13F-HR/A Timeline Group Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 32,195 $2.37M 1.4% -703 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 29,127 $2.14M 0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 28,518 $2.1M 0.01% +23,989 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 22,751 $1.68M 0.03% +1,856 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 22,640 $1.67M 1.26% -4,762 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 22,435 $1.65M 0.06% +16,732 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 20,354 $1.65M 0.23% 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 22,177 $1.63M 1.03% -3,973 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 21,940 $1.62M 0.01% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 21,813 $1.61M 0.01% +6,599 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 20,860 $1.54M 0.06% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 19,926 $1.47M 0.06% +213 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 19,643 $1.45M 0.45% +3,660 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,611 $1.44M <0.01% -5,654 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,167 $1.34M <0.01% -1,099 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 18,013 $1.33M 0.91% -1,167 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,914 $1.32M <0.01% +3,538 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17,508 $1.29M 0.06% 0 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 16,500 $1.22M 0.36% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,721 $1.16M 0.03% -21,952 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,902 $1.1M 0.01% +10,502 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 14,531 $1.07M 0.91% -5,921 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 14,220 $1.05M 0.11% +2,459 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,924 $1.03M 0.01% +2,844 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 10,997 $1.01M 0.06% -603 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 13,594 $1M <0.01% +17 13F-HR Timeline Group Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 13,360 $984K 0.62% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,785 $941K 0.02% +1,909 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 12,613 $929K 0.35% -12,361 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 12,524 $922K 0.05% -210 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 12,033 $886K 0.21% -313 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 9,774 $843K 0.11% -3,633 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 11,313 $833K 0.36% 0 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 9,951 $733K 0.08% -110 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,875 $727K 0.01% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,403 $692K <0.01% +1,615 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,301 $685K 0.05% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,275 $676K 0.02% +3,494 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,147 $674K 0.05% +1,649 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,845 $651K <0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,836 $651K 0.05% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,805 $648K 0.04% +1,828 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 8,525 $627K 0.1% new 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 8,508 $627K 0.07% -21 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,886 $581K 0.01% +2,479 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,794 $574K 0.02% +318 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,243 $573K <0.01% +49 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,730 $569K 0.04% -1,148 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 6,135 $565K 0.37% -2,686 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,475 $550K 0.16% -4,324 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 7,246 $534K 0.17% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 7,235 $533K 0.18% -1,897 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,831 $503K 0.04% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 6,183 $499K 0.06% +25 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,756 $497K 0.11% +901 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,543 $482K 0.03% +700 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 6,326 $466K 0.09% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,300 $464K 0.01% +400 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,020 $443K 0.04% +2,662 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 5,949 $438K 0.27% 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 5,800 $427K 0.42% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,761 $424K <0.01% -613 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,700 $422K 0.11% -132 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,426 $400K 0.01% -69 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,423 $399K 0.01% -927 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,365 $395K <0.01% +1,674 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,009 $369K <0.01% -3,664 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 5,000 $368K 0.08% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 4,981 $367K 0.2% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,921 $362K <0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,873 $359K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,813 $354K <0.01% -341 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,695 $346K <0.01% +900 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 4,664 $343K 0.05% -1,905 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,626 $341K 0.22% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,138 $305K 0.02% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,965 $292K 0.07% +781 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,965 $292K 0.03% +2 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,990 $281K 0.01% +641 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,810 $281K 0.05% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,686 $271K <0.01% -9,221 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,645 $268K 0.04% -40 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,626 $267K <0.01% +89 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,490 $257K <0.01% -912 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,484 $257K 0.01% new 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,395 $250K 0.02% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,306 $243K <0.01% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 3,227 $238K 0.02% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,211 $236K 0.03% +48 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,176 $234K <0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,151 $232K 0.01% -636 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,072 $226K <0.01% +133 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,066 $226K 0.02% +1,595 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,963 $218K <0.01% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,813 $207K 0.03% -1,755 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,783 $205K 0.01% new 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 2,778 $205K 0.05% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,723 $201K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,500 $184K 0.01% +178 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,480 $183K <0.01% +1,114 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,425 $179K <0.01% +2,009 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,345 $173K <0.01% +60 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,208 $163K 0.01% +33 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,985 $146K <0.01% +4 13F-HR/A Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,780 $131K 0.1% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,529 $113K 0.02% 0 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. 1,381 $102K <0.01% +168 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,289 $95K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,277 $94K <0.01% +54 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,247 $93.3K <0.01% -215 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,151 $84.8K <0.01% +285 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,145 $84.3K 0.02% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,115 $82.1K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 950 $70K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 800 $58.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 766 $56.4K <0.01% +72 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 762 $56.1K <0.01% +190 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 645 $47.5K <0.01% -94 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 597 $43.9K <0.01% +78 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 520 $43.2K <0.01% +3 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 581 $42.8K <0.01% +252 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 492 $36.3K <0.01% +169 13F-HR Timeline Sunbelt Securities, Inc. 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