Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,921,510 $173M 0.18% +350,571 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,310,707 $146M 0.04% +2,389,516 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 2,585,001 $114M 0.01% +825,000 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,365,791 $105M 0.06% new 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 2,061,290 $91.1M 1.43% +114,354 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,821,021 $80.5M 0.05% -2,780 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/ 1,432,251 $63.3M <0.01% -183,532 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,354,277 $59.8M 0.16% +1,304,619 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,237,094 $52.7M 0.03% +196,747 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,090,341 $48.2M 3.49% +900,627 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 953,977 $42.1M 5.12% +764,263 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 895,598 $39.6M 21.84% -133,520 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 779,079 $34.4M 0.05% +12,152 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 558,950 $24.7M 10.48% +52,262 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 512,441 $22.6M 3.27% +23,826 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 397,945 $17.6M 0.04% +15,282 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 393,034 $17.4M 5.5% +2,447 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 332,089 $14.7M <0.01% -10,718 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 309,473 $13.7M 1.56% +12,569 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 289,448 $12.8M 0.57% -6,109 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 271,600 $12M 0.01% +121,400 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 263,665 $11.6M 0.07% +16,903 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 240,507 $10.6M 0.05% +3,641 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 229,604 $10.2M 0.49% +43,036 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 208,099 $9.19M 3.42% -5,161 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 179,828 $7.94M 0.01% +48,414 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 150,235 $6.64M 0.41% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 148,770 $6.57M <0.01% -4,407 13F-HR Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 146,412 $6.47M 1.11% -8,807 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 143,984 $6.35M 0.01% -4,039 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 117,825 $5.21M 0.52% +12,040 13F-HR Timeline CROBAN More: the full row for CROBAN 111,519 $4.93M 2.32% -75,774 13F-HR Timeline John & Kathleen Schreiber Foundation More: the full row for John & Kathleen Schreiber Foundation 111,349 $4.92M 5.05% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 110,754 $4.89M +32,863 Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 107,157 $4.73M 0.05% -1,014 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 106,429 $4.7M <0.01% -112,349 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 101,749 $4.5M 3.03% -326 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 96,807 $4.28M 0.02% +10,813 13F-HR/A Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 92,189 $4.07M 0.22% +101 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 89,245 $3.94M 0.01% +2,725 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 87,805 $3.88M 0.2% +45,325 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 87,276 $3.86M 1.53% +7,438 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 80,001 $3.53M 0.4% +3,165 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 77,163 $3.41M <0.01% +3,801 13F-HR Timeline Group MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 76,249 $3.37M 0.31% +1,527 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 71,006 $3.16M 0.01% -9,942 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 68,824 $3.04M 0.51% +4,767 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 65,231 $2.88M 0.08% -1,432 13F-HR Timeline Group REDW Wealth LLC More: the full row for REDW Wealth LLC 64,568 $2.85M 1.14% +19,036 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 64,532 $2.85M 1.25% +2,622 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 63,633 $2.81M 1.95% +5,124 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 62,909 $2.78M 0.14% -2,153 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 58,228 $2.59M 0.16% -9,799 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 57,906 $2.55M 0.19% new 13F-HR/A Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 57,477 $2.54M 1.21% +281 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 56,064 $2.48M 0.14% +140 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 55,636 $2.46M 0.14% +4,670 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 54,499 $2.41M 0.33% -25 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 50,510 $2.23M 0.03% +36,443 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 50,099 $2.21M 0.07% +1,470 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 49,618 $2.19M 0.01% -9,533 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 46,151 $2.04M 0.29% new 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 43,095 $1.9M 1.29% +4,757 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 39,872 $1.76M <0.01% -11,666 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 37,860 $1.67M 0.03% +3,830 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 36,588 $1.62M 0.1% +119 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 34,589 $1.53M 0.06% -4,551 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 32,466 $1.43M 0.16% +297 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 38,345 $1.36M 3.05% new 13F-HR/A Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 27,679 $1.22M 0.45% +4,830 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 27,652 $1.22M 0.8% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 25,900 $1.14M 0.01% -514 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 25,416 $1.12M 0.65% +1,108 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 24,270 $1.07M 0.14% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 24,205 $1.07M 0.22% -573 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 23,703 $1.05M 0.15% +240 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 23,404 $1.03M <0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 18,764 $962K 0.03% +857 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 21,292 $941K 1.08% -940 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 20,831 $920K 0.03% -30,806 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 19,682 $870K 0.32% -1,681 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 19,507 $862K 0.01% +8,929 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 18,651 $824K <0.01% new 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 18,607 $822K 0.01% -526 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,913 $791K <0.01% -2,010 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 17,659 $780K <0.01% -10,720 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 17,367 $767K 0.17% -857 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 17,061 $754K 0.09% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 17,044 $753K 0.02% +2,331 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 15,039 $741K 0.05% +1,091 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 16,686 $737K 0.05% +7,652 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,353 $678K 0.01% -86,705 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,967 $661K 0.01% new 13F-HR Timeline Group Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 14,563 $643K 0.36% -2,520 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 14,507 $641K <0.01% -1,155 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 14,387 $636K 0.13% +10,181 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,114 $624K <0.01% +1,200 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 13,927 $615K 0.04% -4,596 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 13,648 $603K 0.06% 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 13,123 $580K 0.29% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,243 $541K 0.01% -5,032 13F-HR Timeline Group Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 11,723 $518K 0.46% +955 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 11,349 $501K 0.24% +2,603 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 10,623 $469K 0.05% -1,571 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 10,513 $464K 0.09% +1,180 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 8,985 $449K 0.01% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,952 $440K <0.01% -194 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 9,943 $439K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,506 $420K <0.01% -25,371 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,345 $413K 0.01% new 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 9,084 $401K 0.02% -2,951 13F-HR Timeline Group Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 7,359 $325K 0.19% +152 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,262 $321K 0.04% -763 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,241 $320K 0.02% -439 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 7,165 $317K 0.1% +807 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,014 $310K 0.01% +2,899 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 6,196 $304K 0.2% -2 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,641 $293K 0.01% +225 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 6,589 $291K 0.06% -280 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 6,225 $287K 0.08% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,986 $264K 0.11% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,723 $253K <0.01% 0 13F-HR/A Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 5,656 $250K 0.18% +365 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,559 $246K <0.01% new 13F-HR Timeline Group CFC Planning Co LLC More: the full row for CFC Planning Co LLC 5,487 $242K 0.17% +662 13F-HR Timeline TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 5,454 $241K <0.01% 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,441 $240K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,361 $237K 0.02% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,316 $235K 0.03% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,147 $227K 0.01% -13 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 4,969 $220K 0.14% -1,289 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 4,880 $216K 0.19% +105 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,455 $197K 0.01% -150 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,424 $195K <0.01% -250 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,924 $173K 0.05% +36 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,846 $170K <0.01% +1,309 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,541 $156K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,512 $155K 0.11% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,386 $150K <0.01% +1,058 13F-HR/A Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,385 $150K 0.02% -1,719 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,175 $96.1K <0.01% +400 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/ 2,185 $95.4K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,027 $89.6K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,500 $66.3K 0.02% -2,700 13F-HR Timeline Trust Co More: the full row for Trust Co 1,300 $57.4K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,222 $54K 0.02% -1,129 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,028 $45.4K <0.01% +410 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,000 $44.2K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 916 $40.5K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 898 $39.7K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 667 $29.5K <0.01% +185 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 652 $28.8K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 615 $27.2K <0.01% +10 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 584 $25.8K <0.01% -1,500 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 549 $24.3K 0.02% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 542 $23.9K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 530 $23.4K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 497 $22K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 347 $15.3K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 321 $14.2K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 304 $13.4K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 260 $11.5K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 191 $8.44K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 185 $8.17K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 173 $7.64K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 128 $5.66K <0.01% -4,655 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 116 $5.12K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 109 $4.81K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 105 $4.64K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 104 $4.59K <0.01% 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 85 $3.76K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 55 $2.43K <0.01% -1 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 35 $1.55K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 27 $1.19K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1 $44 <0.01% new 13F-HR Timeline Group