Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 905,457 $35.2M 0.49% +35,422 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 832,840 $32.4M 0.01% -98,042 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 745,551 $29M 0.22% -69,483 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 442,385 $17.2M <0.01% -51,117 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/ 441,347 $17.2M <0.01% +21,079 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 339,071 $13.2M 0.07% +542 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 301,222 $11.8M 1.7% -174,980 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 268,034 $10.4M 0.16% -108 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 150,378 $5.84M <0.01% -19,012 13F-HR Timeline Group FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 137,722 $5.35M 1.37% +32,372 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 114,624 $4.47M <0.01% +8,605 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 79,577 $3.12M 0.01% -3,440 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 79,886 $3.1M 0.37% -1,572 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 71,642 $2.78M 0.58% +40,460 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 68,133 $2.65M 0.96% +972 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 64,902 $2.52M 0.04% -213 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 63,375 $2.46M 0.21% +2,166 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 56,709 $2.2M <0.01% -4,798 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 54,539 $2.12M 0.02% +18,457 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 51,812 $2.01M 0.01% +25,200 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 49,230 $1.91M 0.72% -2,275 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 49,104 $1.91M 0.02% -2,455 13F-HR Timeline Group Brown Financial Advisors More: the full row for Brown Financial Advisors 48,946 $1.9M 0.66% +486 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 48,611 $1.89M 1.04% +810 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 48,196 $1.87M <0.01% -5,577 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 45,239 $1.76M <0.01% -4,435 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 43,780 $1.7M 0.06% -398 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 37,552 $1.46M <0.01% +21,664 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 34,854 $1.35M <0.01% -6,381 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 33,637 $1.31M 0.76% +3,075 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 31,661 $1.23M 0.69% -13,600 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 28,977 $1.13M 0.07% -2,851 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,893 $1.08M <0.01% +14,055 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 27,841 $1.08M 0.34% -3,008 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 27,589 $1.07M <0.01% -587 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 23,407 $927K 0.19% +1,194 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 22,717 $883K 0.06% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 22,137 $860K 0.22% +94 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 20,963 $815K 0.59% -400 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 20,242 $787K <0.01% -1,973 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,690 $765K <0.01% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 19,367 $753K <0.01% -7,371 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 19,102 $742K 0.2% -378 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 17,097 $664K 0.04% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 16,950 $659K 0.02% -4,000 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 16,396 $637K <0.01% -3,442 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 15,316 $595K <0.01% -3,281 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,390 $559K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 14,350 $558K 0.01% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 14,129 $549K 0.08% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,993 $544K 0.01% -115 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 13,046 $507K 0.01% -3,291 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,781 $497K <0.01% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 12,551 $488K 0.17% -1,026 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,454 $445K 0.02% -166 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 11,322 $440K <0.01% +10,809 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,271 $438K <0.01% 0 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,050 $391K 0.02% -1,127 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,947 $387K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,695 $377K 0.01% -1 13F-HR Timeline Group Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 9,609 $373K 0.27% -69 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,025 $312K <0.01% -3,625 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,981 $310K <0.01% -16 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,981 $310K 0.01% -266 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 7,957 $309K 0.19% -607 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 7,849 $305K 0.06% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,743 $301K <0.01% 0 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 7,716 $300K 0.03% -123 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,418 $288K <0.01% +29 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,207 $280K 0.02% -637 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,600 $256K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,561 $255K 0.01% 0 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,928 $230K +3,739 Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,494 $213K <0.01% +616 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,484 $213K <0.01% -16,411 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) 4,012 $156K <0.01% -3,343 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,118 $121K <0.01% +2,705 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,913 $113K <0.01% -8,448 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,645 $103K <0.01% -1,702 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,944 $75.5K <0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,800 $56.8K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,403 $54.5K <0.01% -300 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,259 $48.9K <0.01% -400 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,161 $45.1K <0.01% +14 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,115 $43.3K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,049 $40.8K <0.01% -333 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,000 $38.9K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 936 $36.4K <0.01% -44,721 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 845 $32.8K 0.02% -340 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 735 $28.6K <0.01% -108 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 500 $19.4K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 463 $18K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 412 $16K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 355 $13.8K <0.01% -214 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 199 $7.73K <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 163 $6.33K <0.01% new 13F-HR Timeline Group Trust Co More: the full row for Trust Co 92 $3.58K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 90 $3.5K <0.01% +14 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 26 $1.01K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 0 $777 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $389 <0.01% 0 13F-HR Timeline