Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,456,600 $405M 8.5% +149,100 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 254,253 $70.7M 0.02% +48,595 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 193,410 $53.7M 0.01% +50,254 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 158,330 $44M <0.01% +7,967 13F-HR/A Timeline Group New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 99,100 $27.5M 5.05% -3,454 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/ 79,489 $22.1M <0.01% +16,593 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 75,060 $20.9M <0.01% +29,074 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 68,494 $19M 0.01% -385 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 52,495 $14.7M <0.01% +11,737 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 50,228 $14M <0.01% +20,308 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 46,712 $13M 2.49% +9,574 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,546 $12.1M 0.06% +26,341 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 42,070 $11.7M <0.01% +5,016 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 183,652 $9.41M 1.98% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 33,153 $9.21M 2.2% -4,326 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 32,011 $8.89M 0.01% +14,865 13F-HR Timeline Group Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 30,754 $8.55M 2.66% +19,704 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,864 $7.74M 0.02% -570 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 26,592 $7.39M <0.01% -1,733 13F-HR Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 20,823 $5.79M 1.41% +1,911 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 19,215 $5.39M 0.2% +18,101 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 17,574 $4.88M 3.08% +5,200 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 15,331 $4.3M 0.13% 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. 15,142 $4.21M <0.01% -1 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,705 $4.09M 0.22% -200 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 13,391 $3.72M 0.08% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,661 $3.52M <0.01% -55 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 12,123 $3.37M 1.32% +368 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 11,066 $3.08M 0.45% -345 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 10,752 $2.99M 1.43% +483 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 10,000 $2.78M <0.01% -10,000 13F-HR Timeline Group MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 9,322 $2.59M 0.31% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,697 $2.42M <0.01% +364 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,556 $2.38M <0.01% -426 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 8,239 $2.29M 0.82% -72 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,794 $2.17M <0.01% +812 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,535 $2.09M <0.01% -11,349 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,408 $2.06M 0.04% -114 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,031 $1.95M 0.13% -276 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,128 $1.7M <0.01% -4,880 13F-HR/A Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 6,061 $1.68M 0.02% -71 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,839 $1.62M <0.01% 0 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,737 $1.59M 0.04% +258 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 5,702 $1.58M 1.74% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,649 $1.57M <0.01% -163 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,187 $1.44M <0.01% +1,273 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,110 $1.42M 0.15% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,950 $1.38M 0.04% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,926 $1.37M <0.01% -304 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,671 $1.3M 0.01% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,236 $1.18M <0.01% +68 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,230 $1.18M <0.01% -163 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 4,045 $1.12M 0.25% +160 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,953 $1.1M 0.13% +15 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,907 $1.09M <0.01% +2,657 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,895 $1.08M 0.02% +495 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,770 $1.05M 0.38% -340 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,750 $1.04M 0.02% 0 13F-HR/A Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,582 $995K 0.65% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,388 $942K <0.01% +1,013 13F-HR Timeline Group LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,379 $939K 0.09% +426 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,292 $915K <0.01% +77 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. 3,291 $915K 0.02% +348 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,203 $890K 0.46% -920 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,111 $864K 0.05% +1,554 13F-HR Timeline Group Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 3,080 $856K 0.12% +445 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,053 $848K <0.01% new 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,714 $781K 0.17% -114 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,702 $751K 0.1% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,611 $726K <0.01% +9 13F-HR/A Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,602 $723K 0.31% -340 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 2,599 $722K 0.3% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,453 $682K <0.01% -272 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,431 $676K 0.01% +927 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,205 $613K 0.03% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,200 $611K 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,186 $607K <0.01% +366 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 2,144 $596K 0.15% -792 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,028 $564K <0.01% +46 13F-HR Timeline Group Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,906 $562K 0.07% +1,953 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,994 $554K 0.06% +170 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,960 $545K <0.01% +1 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,925 $535K 0.13% -75 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,919 $533K 0.04% 0 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 1,915 $532K 0.54% 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,905 $529K 0.04% -65 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,880 $522K <0.01% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,866 $519K 0.01% -27 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,804 $516K <0.01% +141 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,766 $491K <0.01% -48 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,754 $487K <0.01% 0 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,632 $465K 0.09% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,651 $459K <0.01% -228 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,641 $456K 0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,618 $450K <0.01% +763 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,549 $431K <0.01% -25 13F-HR/A Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,536 $427K <0.01% +1 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,443 $401K 0.03% +221 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 1,434 $398K 0.35% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,395 $388K 0.01% +142 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 1,350 $375K 0.09% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,320 $367K 0.01% +909 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 1,296 $360K <0.01% +100 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 1,277 $355K 0.14% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,267 $352K <0.01% -8 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,257 $349K 0.12% -50 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,205 $335K 0.02% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,200 $333K 0.07% -400 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,177 $327K 0.02% +34 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,174 $326K <0.01% -1,127 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,156 $321K <0.01% +316 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,155 $321K 0.24% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,150 $320K 0.05% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,144 $318K <0.01% -24 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,143 $318K <0.01% +147 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,138 $316K 0.05% -10 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,130 $314K 0.08% +103 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,130 $314K 0.01% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,124 $312K 0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,118 $311K <0.01% +41 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,116 $310K 0.01% +755 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,116 $310K 0.03% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,109 $308K 0.1% 0 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 1,107 $308K 0.12% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,088 $302K 0.09% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,085 $302K 0.05% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,057 $294K <0.01% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,033 $287K 0.07% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,023 $284K <0.01% 0 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,021 $284K 0.01% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,006 $279K 0.04% new 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 1,000 $278K 0.1% new 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 1,000 $278K 0.14% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,000 $278K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,000 $278K 0.07% 0 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 1,000 $278K 0.1% 0 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,000 $278K 0.18% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 984 $273K <0.01% new 13F-HR/A Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 960 $267K 0.05% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 923 $256K <0.01% new 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 915 $254K 0.03% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 908 $252K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 903 $251K <0.01% new 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 901 $250K 0.12% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 879 $244K <0.01% +744 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 875 $243K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 875 $243K <0.01% 0 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 852 $237K <0.01% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 852 $237K 0.05% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 849 $236K <0.01% +93 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 812 $226K <0.01% new 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 804 $223K 0.07% -78 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 781 $223K 0.09% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 791 $220K 0.01% new 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 749 $208K 0.03% new 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 723 $201K 0.1% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 715 $199K 0.01% +357 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 659 $183K <0.01% +70 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 623 $173K <0.01% +462 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 602 $167K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 509 $141K 0.03% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 455 $126K <0.01% -1,316 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 441 $123K 0.05% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 425 $118K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 421 $117K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 307 $85.4K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 300 $83.4K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 284 $78.9K 0.03% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 263 $73.1K <0.01% +13 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 255 $70.9K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 250 $69.5K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 219 $60.9K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 200 $55.6K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. 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