MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 783,473 $137M 0.01% +36,467 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 322,896 $56.4M 0.02% +17,489 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/ 321,248 $56.1M <0.01% -41,545 13F-HR/A Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 178,626 $31.2M 0.45% -202,477 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 165,616 $28.9M 0.48% +27,992 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 148,729 $26M 0.02% -1,322 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 129,639 $22.6M 0.27% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 121,621 $21.2M +16,867 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 116,733 $20.4M 0.06% +54,977 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 107,671 $18.8M <0.01% +67,550 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 90,173 $14.4M 0.02% +26,347 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 73,114 $12.8M <0.01% +339 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 72,507 $12.7M 0.02% -21,358 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 68,038 $11.9M 0.03% -15,663 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 65,337 $11.4M 0.01% +14,321 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 64,319 $11.2M 3.51% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 57,750 $10.1M 0.07% +20,700 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 56,091 $9.79M 1.03% +746 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 53,800 $9.39M 0.01% +1,766 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 42,444 $7.41M 2.18% -49,182 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 39,847 $6.96M 0.01% +23,351 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 36,906 $6.44M 0.62% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 33,714 $5.89M 0.01% +6,562 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 31,474 $5.5M 0.03% +3,178 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 30,764 $5.37M 0.79% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 29,763 $5.2M <0.01% +26,382 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 29,592 $5.17M <0.01% +5,501 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 27,257 $4.76M 1.14% +2,663 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 26,800 $4.68M 0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 26,650 $4.65M 0.06% -1,578 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 26,396 $4.61M 0.04% -1,924 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 26,304 $4.59M 2.06% -1,924 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 26,145 $4.57M 0.26% +1,140 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,248 $4.41M 0.01% -13,211 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,014 $4.37M 0.05% +18,883 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 24,627 $4.3M 0.01% new 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 23,801 $4.16M 1.32% +3,482 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 23,517 $4.11M <0.01% +2,784 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 23,322 $4.03M 0.09% -3,288 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 22,025 $3.85M 0.14% +21,475 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 21,058 $3.68M 0.14% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,338 $3.55M <0.01% +879 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 20,120 $3.51M 1.86% +6,693 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,405 $3.39M 0.02% +229 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,014 $3.32M <0.01% -14,251 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 18,896 $3.3M <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,133 $3.17M 0.01% -2,689 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 17,487 $3.05M 0.01% +835 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 16,616 $2.9M 0.4% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,737 $2.75M 0.07% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,495 $2.53M <0.01% +508 13F-HR/A Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,978 $2.44M 0.04% +1,212 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 13,436 $2.35M 1.74% +262 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 13,110 $2.29M 0.73% -81 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 12,973 $2.27M 0.77% +939 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 12,461 $2.18M 0.07% +8,684 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 12,003 $2.1M <0.01% +2,552 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11,669 $2.04M 0.21% +11,243 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,156 $1.98M <0.01% +8,579 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 11,005 $1.92M 0.74% +36 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,321 $1.8M 0.07% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 10,181 $1.78M 0.01% +5,378 13F-HR/A Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 9,330 $1.63M 0.1% +1,017 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 9,084 $1.59M 0.51% -6,472 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,975 $1.39M 0.02% -1,278 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,805 $1.36M <0.01% -277 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,510 $1.31M 0.71% +838 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 6,952 $1.21M 0.59% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,825 $1.19M 0.42% -223 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,670 $1.16M 0.06% +2,645 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,656 $1.16M 0.07% +1,150 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,420 $1.12M <0.01% +164 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,335 $1.11M 0.01% +3,257 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 5,992 $1.05M 0.32% -365 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,884 $1.03M <0.01% 0 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,707 $996K 0.04% -105 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,620 $981K <0.01% +1,461 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 5,586 $975K 0.21% -571 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,482 $957K 0.04% +619 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,018 $876K <0.01% +124 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,000 $873K <0.01% new 13F-HR/A Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,000 $873K 0.1% -150 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,959 $866K 0.04% +177 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 4,935 $862K 0.41% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,868 $836K 0.07% +3,471 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,640 $810K 0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,481 $782K <0.01% -12 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,105 $715K 0.04% 0 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,007 $700K 0.01% +675 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,998 $698K 0.12% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,718 $649K 0.08% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,717 $649K <0.01% 0 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,590 $627K <0.01% +152 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,345 $584K 0.04% -163 13F-HR/A Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,262 $569K <0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,038 $530K <0.01% +412 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,000 $524K 0.01% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,959 $517K 0.03% +565 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,944 $514K <0.01% +288 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,876 $502K 0.02% -60 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,818 $492K 0.06% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,817 $492K 0.06% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 2,740 $478K 0.3% +50 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,702 $472K 0.02% +1 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,540 $444K 0.02% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,470 $431K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,409 $421K 0.01% -100 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,409 $421K 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. 2,382 $416K <0.01% new 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 2,372 $414K 0.02% -71 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,370 $414K 0.01% +361 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,304 $402K 0.02% +729 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,297 $401K 0.01% +847 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,273 $397K 0.05% +272 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,253 $393K 0.03% -13 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,499 $392K 0.14% new 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 2,240 $391K 0.31% -1,250 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,227 $389K <0.01% +90 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,210 $386K 0.01% -763 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,065 $361K 0.02% +88 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,065 $361K 0.04% -63 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,058 $359K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,055 $359K 0.25% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,046 $357K 0.04% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,003 $350K 0.13% +489 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,889 $330K 0.06% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,875 $327K 0.16% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,838 $321K 0.05% +109 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,832 $320K <0.01% new 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,168 $313K 0.03% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,775 $311K 0.01% +91 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,730 $302K 0.01% -18 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,718 $300K 0.12% +33 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,714 $299K <0.01% -376 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,698 $296K 0.03% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,685 $294K 0.04% -603 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,658 $290K 0.15% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,538 $268K 0.04% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,450 $253K 0.04% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,447 $253K 0.01% -152 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,445 $252K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,442 $252K 0.01% +77 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,303 $228K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,300 $227K <0.01% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,288 $225K 0.06% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,281 $224K 0.01% -725 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,269 $222K 0.16% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,245 $217K 0.02% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,242 $216K 0.03% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,234 $215K 0.02% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,222 $213K 0.05% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,201 $210K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,191 $208K <0.01% +81 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,183 $207K 0.01% new 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,167 $204K 0.02% new 13F-HR/A Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,150 $201K <0.01% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,145 $200K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,103 $193K 0.05% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,086 $188K <0.01% -316 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 975 $170K 0.03% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 960 $168K <0.01% +44 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 875 $153K 0.1% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 872 $152K <0.01% +212 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 865 $151K 0.07% +155 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 833 $145K 0.09% -156 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 759 $132K <0.01% -500 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 657 $115K 0.01% +6 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 599 $105K <0.01% -265 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 593 $104K <0.01% -366 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 557 $97.3K <0.01% -29 13F-HR/A Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 96,392 $96.4K 0.02% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 552 $96.4K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 550 $93.1K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 515 $89.9K <0.01% -209 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) 485 $84.7K <0.01% +447 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 481 $84.1K <0.01% +409 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 468 $81.7K 0.04% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 463 $80.8K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 400 $69.8K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 362 $63K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 341 $59.5K <0.01% 0 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 325 $56.7K <0.01% -8,411 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 300 $52.4K 0.01% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 300 $52.4K 0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 300 $52.4K 0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 300 $52.4K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 297 $51.9K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 275 $48K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 261 $45.6K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 250 $43.7K <0.01% +100 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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