MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,556,704 $188M 0.01% +395,135 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/ 3,531,157 $187M 0.01% +103,534 13F-HR Timeline Group Boulay Financial Advisors, LLC More: the full row for Boulay Financial Advisors, LLC 2,228,872 $118M 10.91% -344,032 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,840,058 $95.6M 0.12% +1,545,585 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,597,979 $84.5M 0.02% +257,553 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,404,013 $74.2M 0.04% -53,830 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,063,803 $56.3M 0.02% +113,409 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,008,740 $53.3M 1.52% +48,898 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 818,670 $41.9M 6.97% -53,393 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 698,040 $36.9M 0.44% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 638,317 $33.8M 0.04% +187,893 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 555,590 $29.4M 0.01% +97,701 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 512,188 $27.1M <0.01% +87,083 13F-HR Timeline Group Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 398,999 $21.1M 5.13% -81,369 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 391,645 $20.7M 2.22% +6,612 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 352,308 $18.6M +4,312 Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 320,043 $16.9M 0.6% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 317,166 $16.8M 0.36% -21,952 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 310,423 $16.4M 0.02% -10,579 13F-HR/A Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 306,299 $16.2M 0.12% -62,050 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 257,828 $13.6M 2.7% +47,236 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 254,456 $13.5M 0.06% -134 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 253,477 $13.4M <0.01% +22,630 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 248,821 $13.2M 0.24% -8,234 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 239,370 $12.7M 0.06% +54,573 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 238,113 $12.6M 0.01% +11,390 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 228,117 $12.1M 0.51% +6,814 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 208,264 $11M 0.71% -4,782 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 207,014 $10.9M 0.13% +15,345 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 203,884 $10.8M +13,049 Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 197,491 $10.4M 0.54% +2,786 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 192,940 $10.2M 0.3% +55,838 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 190,599 $10.1M 2.22% +14,433 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 190,542 $10.1M 0.19% -4,187 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 188,228 $9.95M 0.01% -6,679 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 186,368 $9.86M 1.08% +4,760 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 179,048 $9.47M 2.34% +12,012 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 170,556 $9.02M 0.45% +149,577 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 167,970 $8.88M 0.32% -16,230 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 165,872 $8.77M 0.01% +358 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 159,274 $8.42M 0.01% -14,771 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 157,429 $8.32M 1% -10,933 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 157,124 $8.31M 0.11% -4,965 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 155,953 $8.25M 0.01% +19,301 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 155,832 $8.24M 1.23% -8,808 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 147,174 $7.78M 0.14% -13,305 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 145,214 $7.68M 0.01% +24,593 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 141,938 $7.51M 0.43% -16,813 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 141,938 $7.51M 0.05% -16,813 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 135,401 $7.16M 6.43% -13,935 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 133,395 $7.05M <0.01% +30,800 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 125,625 $6.64M 0.24% -4,432 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 119,218 $6.3M 0.01% +15,937 13F-HR/A Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 116,106 $6.14M 1.47% +1,742 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 113,209 $5.99M 0.02% -8,231 13F-HR Timeline Group Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 110,334 $5.83M 0.48% +3,989 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 107,648 $5.69M 0.03% -195 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 110,218 $5.41M 0.67% +7,351 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 98,505 $5.21M 0.77% +5,141 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 97,722 $5.17M 0.08% +36,100 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 96,792 $5.12M <0.01% -317,095 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 89,549 $4.74M 0.76% -2,260 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 88,955 $4.7M 0.15% -10,666 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 91,926 $4.38M +48,461 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 82,702 $4.37M <0.01% +988 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 72,124 $3.82M 0.02% +2,255 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 73,987 $3.82M <0.01% +56,841 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 67,840 $3.59M <0.01% -125,705 13F-HR Timeline Group WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 63,731 $3.37M 0.95% -5,392 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 58,074 $3.07M 0.3% 0 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 58,049 $3.07M 1% +1,066 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 57,691 $3.05M <0.01% -6,894 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 52,374 $2.6M 0.01% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 50,945 $2.59M 3.71% -706,323 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 48,481 $2.56M 0.01% +2,545 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 45,826 $2.42M 0.06% +4,951 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 45,791 $2.42M 0.47% -93,323 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 43,948 $2.32M 2.05% +2,592 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 41,602 $2.2M 0.53% -2,561 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 40,017 $2.07M 0.24% -227 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 38,020 $2.01M 0.07% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 35,806 $1.89M 0.05% +10,328 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 35,370 $1.87M 0.06% -7,926 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 35,370 $1.87M 0.21% -7,926 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 35,154 $1.86M 0.04% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 32,210 $1.7M 0.15% +1,793 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 30,458 $1.61M 0.02% +11,529 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 29,398 $1.55M 0.86% -118 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 28,896 $1.53M 0.43% -15,506 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 28,712 $1.52M 0.01% +28,227 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28,584 $1.51M 0.04% -2,120 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 27,443 $1.45M 0.32% -1,254 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 27,065 $1.43M 0.16% +840 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 26,923 $1.42M 0.03% +24,223 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 24,523 $1.3M 0.01% -91 13F-HR/A Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 24,377 $1.29M <0.01% +104 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 24,279 $1.28M 0.02% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 23,018 $1.22M 0.03% +320 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 22,887 $1.21M 0.23% +3,288 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 22,511 $1.19M <0.01% -64 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 22,609 $1.18M <0.01% +33 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 22,128 $1.17M 0.04% +2 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 21,795 $1.15M <0.01% +1,411 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 20,658 $1.09M 0.01% +197 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 20,325 $1.07M 0.31% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,198 $1.01M 0.01% -687 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18,971 $1M 0.03% +2,892 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,845 $997K 0.03% -382 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 18,601 $984K 0.02% -207 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 18,388 $972K 0.04% +1,133 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 17,894 $946K 0.44% +9,648 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 17,514 $926K <0.01% 0 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 17,197 $909K 0.08% -2,436 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 17,175 $908K 0.05% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 16,758 $886K 0.11% +162 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 16,671 $882K 0.01% +8,205 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,220 $858K 0.02% -42 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 15,642 $827K 0.01% -1,162 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 15,506 $820K 0.1% +83 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 15,134 $800K 0.44% +1,193 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 14,886 $787K 0.01% -3,541 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 14,515 $768K 0.57% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 14,422 $763K 0.08% -25,709 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 14,400 $761K 0.11% +1,564 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,369 $760K <0.01% -1,469 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 14,362 $759K 0.06% +2,440 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,226 $752K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,508 $661K <0.01% +2,650 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 12,287 $650K 0.03% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 11,710 $619K 0.08% -15,292 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 11,504 $608K 0.41% +120 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 11,440 $605K 0.05% -2,807 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 10,590 $560K 0.21% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,438 $552K <0.01% +4,261 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 9,883 $523K 0.07% +100 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 9,618 $509K 0.23% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,089 $481K 0.01% -558 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,064 $479K 0.01% +2,962 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,643 $457K <0.01% new 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 8,292 $438K 0.02% -251 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,115 $376K 0.02% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,031 $372K <0.01% 0 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,690 $354K <0.01% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 6,660 $352K 0.09% -1,810 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,525 $346K 0.01% -75 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,499 $344K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,467 $342K <0.01% new 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 6,263 $331K 0.09% -204 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 6,191 $327K 0.21% -450 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,690 $301K 0.01% +623 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,573 $295K 0.01% 0 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 5,382 $285K 0.04% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 5,136 $272K 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,088 $259K <0.01% -303 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,814 $255K <0.01% -155,874 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,740 $251K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,655 $246K <0.01% +987 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 4,604 $243K 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,587 $243K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,454 $236K <0.01% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,411 $233K 0.03% new 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 4,408 $233K 0.03% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,379 $232K 0.03% -1,011 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,246 $225K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 4,209 $222K 0.12% 0 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 4,164 $220K <0.01% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,102 $217K <0.01% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 4,000 $212K 0.08% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 3,955 $209K 0.06% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,913 $207K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,831 $203K 0.01% +386 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,079 $160K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,875 $152K 0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,762 $146K 0.16% -579 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,566 $136K 0.01% 0 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,186 $116K <0.01% -284 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,816 $96K 0.02% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,700 $89.9K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,300 $68.7K 0.02% -47 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,235 $65.3K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,179 $62.3K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,090 $57.6K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,055 $55.8K <0.01% -27 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 851 $45K <0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 790 $41.8K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 720 $38.1K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 653 $34.5K <0.01% -64 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 603 $31.9K 0.02% -10 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 569 $30.1K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 556 $29.4K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 525 $27.8K 0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 473 $25K <0.01% 0 13F-HR Timeline Group Hartford Financial Management Inc. 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