WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,157,714 $737M 1.12% +688,748 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,393,859 $126M 0.2% +29,245 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,348,416 $122M 0.07% +127,000 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 115,912 $10.5M 1.99% -9,575 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 84,798 $7.68M 4.55% -1,067 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 63,312 $5.73M 0.2% -7,435 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 50,493 $4.57M 0.01% -635 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 46,154 $4.18M 0.01% +35,142 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 39,202 $3.54M 0.08% +2,479 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 37,795 $3.42M 0.13% -46,257 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 31,417 $2.85M 0.13% -2,905 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 28,434 $2.56M 0.59% -17,901 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/ 24,114 $2.18M <0.01% -713 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 18,600 $1.68M <0.01% +3,845 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,258 $1.47M 0.01% +7,955 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 8,102 $734K <0.01% +4,769 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,533 $494K <0.01% +1,057 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,366 $486K <0.01% +666 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,434 $402K <0.01% -3 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,188 $379K 0.27% +1,920 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,937 $357K <0.01% +3,835 13F-HR/A Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,315 $300K <0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,214 $291K <0.01% -976 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,758 $250K <0.01% -3,993 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,557 $232K <0.01% -3 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,731 $157K <0.01% +118 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,659 $150K 0.1% +10 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,119 $101K <0.01% +1,118 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,018 $93K <0.01% +393 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 711 $64.4K <0.01% -7 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 253 $22.9K <0.01% +146 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 232 $21K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 138 $12.5K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 113 $10.2K <0.01% 0 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 69 $6.25K <0.01% +57 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 59 $5.3K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 0 $16 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.