Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,164,087 $209M 0.19% +242,577 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,254,691 $163M 0.04% -56,016 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 2,922,582 $146M 0.01% +337,581 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,306,717 $116M 0.06% -59,074 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 2,291,715 $115M 1.59% +230,425 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,617,520 $81M 0.04% -203,501 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/ 1,580,445 $79.2M 0.01% +148,194 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,436,652 $69.4M 0.03% +199,558 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,230,918 $61.7M 4.12% +140,577 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 969,375 $48.6M 5.31% +15,398 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 832,998 $41.7M 21.4% -62,600 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 819,263 $41M 0.05% +40,184 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 580,080 $29.1M 9.62% +21,130 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 553,441 $27.7M 3.26% +41,000 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 371,965 $18.6M 0.04% -25,980 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 365,559 $18.3M 3.71% -27,475 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 341,636 $17.1M 0.91% +191,401 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 332,300 $16.6M 0.01% +183,530 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 324,040 $16.2M <0.01% -8,049 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 321,483 $16.1M 1.62% +12,010 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 293,996 $14.7M 0.06% +53,489 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 289,957 $14.5M 0.63% +509 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 276,134 $13.8M 0.08% +12,469 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 271,438 $13.6M 0.61% +41,834 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 243,600 $12.2M 0.01% -28,000 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 214,558 $10.7M 0.01% +34,730 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 175,085 $8.77M 0.01% +157,426 13F-HR Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 157,576 $7.89M 1.2% +11,164 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 147,175 $7.37M <0.01% +40,746 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 134,476 $6.74M 0.01% -9,508 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 128,332 $6.43M 0.56% +10,507 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 126,336 $6.33M 1.96% -81,763 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 113,835 $5.7M 0.05% +6,678 13F-HR Timeline Group CROBAN More: the full row for CROBAN 113,403 $5.68M 2.5% +1,884 13F-HR Timeline John & Kathleen Schreiber Foundation More: the full row for John & Kathleen Schreiber Foundation 111,349 $5.58M 5.83% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 109,955 $5.51M 0.21% +22,150 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 106,608 $5.34M 0.02% +9,801 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 104,749 $5.25M 3.04% +3,000 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 102,832 $5.15M -7,922 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 99,555 $4.99M 0.01% +10,310 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 98,321 $4.92M 0.11% +33,090 13F-HR Timeline Group Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 92,119 $4.61M 1.39% +4,843 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 79,884 $4M 0.4% -117 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 78,276 $3.92M 1.4% +13,708 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 76,401 $3.83M <0.01% -762 13F-HR Timeline Group MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 76,038 $3.81M 0.31% -211 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 71,206 $3.57M 0.01% +61,700 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 66,257 $3.32M 0.49% -2,567 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 66,099 $3.31M 0.15% +3,190 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 63,633 $3.19M 1.7% 0 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 63,188 $3.17M 1.24% -1,344 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 61,365 $3.07M 1.27% +3,888 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 59,690 $3.02M 0.01% -11,316 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 59,854 $3M 0.2% +1,948 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 58,378 $2.92M 0.01% +8,760 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 56,890 $2.85M 0.14% +1,254 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 54,182 $2.71M 0.35% -317 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 51,756 $2.59M 0.09% +1,657 13F-HR Timeline Group Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 51,464 $2.58M 0.55% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 49,662 $2.49M <0.01% +9,790 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 46,611 $2.33M 0.29% +460 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 43,070 $2.16M 0.11% -12,994 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 39,196 $1.96M 0.03% +1,336 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 38,669 $1.94M <0.01% new 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 37,020 $1.85M 0.1% +432 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 35,201 $1.76M 0.81% +9,785 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 33,702 $1.69M 0.53% +6,023 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 32,409 $1.62M 0.16% -57 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 30,465 $1.53M 0.02% -20,045 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 28,358 $1.42M <0.01% +9,707 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 27,808 $1.39M 0.05% -6,781 13F-HR Timeline Group ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 27,652 $1.39M 0.82% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 27,385 $1.37M 0.02% +7,878 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 25,602 $1.28M 0.01% -298 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 25,084 $1.26M 0.13% new 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 24,828 $1.24M 0.07% -33,400 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 24,638 $1.23M 0.15% +935 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 24,205 $1.21M 0.23% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 21,873 $1.1M 0.07% +5,187 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 21,822 $1.09M 0.03% +4,778 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 21,804 $1.09M 0.03% +973 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 21,727 $1.09M 0.2% +4,360 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 19,453 $974K <0.01% +1,540 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 19,269 $965K 0.32% -413 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 19,200 $962K 0.14% -5,070 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 18,363 $920K 0.01% -244 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 17,757 $889K 0.38% +6,408 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 17,198 $861K 0.71% -4,094 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 17,076 $855K 0.01% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 17,061 $855K 0.09% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 17,760 $851K +8,775 Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 16,035 $803K 0.02% -2,729 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,167 $760K 0.01% -186 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 14,961 $749K <0.01% new 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 15,039 $743K 0.1% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 14,438 $723K <0.01% -69 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 13,648 $684K 0.06% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 13,309 $667K 0.31% +186 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 13,000 $651K 0.33% 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 12,913 $647K 0.52% +1,190 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 11,716 $587K 0.03% -80,473 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,547 $578K 0.01% -696 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 11,329 $567K 0.1% +816 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,987 $550K 0.01% -3,980 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 10,119 $507K 0.05% -504 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 10,011 $501K 0.31% -33,084 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 9,989 $500K 0.03% -3,938 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,896 $496K <0.01% -56 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,601 $481K 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,591 $480K <0.01% new 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,345 $468K 0.01% 0 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 8,988 $450K 0.25% +1,629 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 8,430 $422K 0.02% -654 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,096 $406K <0.01% new 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,294 $365K 0.01% +280 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,272 $364K 0.04% +10 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 6,876 $344K 0.2% +1,389 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,516 $326K 0.01% -125 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 6,271 $314K 0.09% -894 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 6,225 $310K 0.07% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 6,047 $303K 0.07% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 5,877 $294K 0.19% +221 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 5,850 $293K 0.18% -8,713 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,794 $290K 0.11% -192 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,700 $288K 0.04% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,733 $287K 0.04% -856 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,723 $287K <0.01% 0 13F-HR/A Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,861 $283K 0.18% -335 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 5,643 $283K 0.08% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,600 $281K 0.01% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,432 $272K 0.02% -1,809 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,361 $269K 0.02% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,316 $266K 0.03% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 5,167 $259K 0.14% +198 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 4,880 $244K 0.18% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,754 $238K 0.06% +830 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,679 $234K 0.01% -5,264 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,455 $223K 0.01% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,374 $219K 0.01% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,298 $215K 0.05% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,244 $213K <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,185 $210K <0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,158 $208K 0.01% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,135 $207K 0.03% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,064 $204K 0.03% -10,323 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,806 $188K <0.01% +265 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,593 $180K <0.01% -253 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,512 $176K 0.1% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,314 $166K 0.02% -71 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,220 $161K <0.01% -1,204 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,385 $118K <0.01% +200 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,178 $109K <0.01% +1,511 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,175 $109K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,027 $102K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,991 $99.7K <0.01% -1,395 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,678 $84.1K <0.01% +780 13F-HR Timeline Trust Co More: the full row for Trust Co 1,300 $65.1K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,222 $61.2K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,129 $56.6K <0.01% +101 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,000 $50.1K <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/ 916 $45.9K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 718 $36K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 652 $32.7K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 624 $31.3K <0.01% +9 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 584 $29.3K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 549 $27.5K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 530 $26.5K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 347 $17.4K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 345 $17.3K <0.01% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 310 $15.5K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 304 $15.2K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 254 $12.7K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 195 $9.77K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 191 $9.57K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 185 $9.27K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 173 $8.67K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 153 $7.57K <0.01% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 113 $5.66K <0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 105 $5.26K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 104 $5.21K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 85 $4.26K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 72 $3.61K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 53 $2.65K <0.01% -2 13F-HR Timeline