Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,569,668 $256M 0.45% -382,770 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 281,811 $20.2M <0.01% -15,807 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 94,698 $6.79M 0.1% -192 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 47,761 $3.43M <0.01% -1,071 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 42,187 $3.03M 0.03% +768 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 38,045 $2.73M 0.27% +5 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 37,850 $2.72M 0.06% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 37,687 $2.71M <0.01% +27,917 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 36,506 $2.62M <0.01% -27,384 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 35,170 $2.52M 0.8% -1,034 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 30,574 $2.19M 0.06% +6,249 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 28,982 $2.08M 0.23% -66 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,604 $1.98M <0.01% +2,032 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 22,535 $1.62M <0.01% +482 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 21,221 $1.52M <0.01% +3,593 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 21,211 $1.52M 0.03% -416 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 17,345 $1.25M <0.01% -1,020 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 17,383 $1.22M 0.26% -45 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,441 $1.18M <0.01% -98 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 16,281 $1.17M <0.01% +815 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,639 $1.12M <0.01% +613 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 15,332 $1.1M 0.02% -1,353 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 14,556 $1.04M 0.3% +888 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 13,020 $934K 0.03% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,012 $934K 0.04% +2,304 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,439 $892K <0.01% -14,327 13F-HR Timeline Group Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 11,803 $847K 0.05% -433 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 11,411 $819K <0.01% -643 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 10,049 $721K <0.01% -324 13F-HR Timeline Group BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 9,077 $651K 0.12% -478 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,552 $614K 0.03% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,237 $591K <0.01% -5,430 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,745 $556K <0.01% +916 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,304 $524K 0.01% -414 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,144 $513K <0.01% +5,454 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,507 $467K 0.03% +110 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,013 $431K <0.01% +2,032 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,337 $383K 0.02% +134 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,852 $348K <0.01% -101 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,540 $326K <0.01% -189 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,468 $321K 0.01% +218 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,180 $300K <0.01% +45 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,158 $298K <0.01% +65 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,112 $295K 0.03% -6,114 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,041 $290K <0.01% -281 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,038 $290K <0.01% -471 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,025 $288K 0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,017 $288K <0.01% -214 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,928 $278K <0.01% -2,862 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,666 $263K <0.01% new 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,577 $256K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,431 $246K <0.01% +1,769 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,060 $220K <0.01% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,943 $211K 0.09% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,296 $165K <0.01% -19 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 1,815 $130K 0.07% +2 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,552 $111K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,378 $98.9K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,084 $77.8K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,046 $75.1K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,000 $71.8K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 850 $61K 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 800 $57.4K <0.01% 0 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 678 $48.6K 0.03% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 659 $47.3K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 639 $45.8K <0.01% +501 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 500 $35.9K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 500 $35K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 400 $28.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 375 $26.9K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 372 $26.7K 0.01% -47 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 360 $25.8K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 354 $25.4K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 301 $21.6K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 283 $20.3K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 228 $16.4K 0.02% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 222 $15.9K <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 220 $15.8K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 200 $14.3K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 197 $14.1K <0.01% new 13F-HR Timeline Group NBH Bank More: the full row for NBH Bank 173 $12.4K 0.01% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 150 $10.8K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 79 $5.67K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 79 $5.67K <0.01% -81 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 68 $4.89K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 66 $4.71K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 64 $4.59K <0.01% new 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. 43 $3.08K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 36 $3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 32 $2.3K <0.01% 0 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 23 $1.65K <0.01% 0 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 22 $1.58K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 18 $1.29K <0.01% -261 13F-HR Timeline Group