MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 780,087 $115M 0.01% -3,386 13F-HR/A Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 537,572 $79.4M 1.04% +358,946 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/ 355,365 $52.5M <0.01% +34,117 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 295,571 $43.7M 0.01% -27,325 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 190,317 $28.1M 0.45% +24,701 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 154,089 $22.8M 0.01% +5,360 13F-HR/A Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 142,927 $21.1M 0.03% +118,300 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 140,200 $20.7M 0.06% +23,467 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 127,234 $18.8M +5,613 Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 95,116 $14.1M 4.43% +52,672 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 79,509 $11.8M 0.02% -10,664 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 78,772 $11.6M <0.01% +5,658 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 72,996 $10.8M 0.01% +489 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 70,014 $10.3M 0.02% +1,976 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 57,965 $8.56M 0.01% -7,372 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 56,039 $8.28M 0.84% -52 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 43,650 $6.45M 0.05% -14,100 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 43,557 $6.43M <0.01% +24,543 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 35,067 $5.18M 0.28% +8,922 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 33,158 $4.9M 0.47% -3,748 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 32,645 $4.82M 1.38% +8,844 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,402 $4.79M 0.01% -1,312 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 29,401 $4.34M 1.01% +2,144 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 29,300 $4.33M 0.02% -2,174 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. 28,940 $4.27M <0.01% -823 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 27,735 $4.1M <0.01% -1,857 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 26,760 $3.95M 0.05% +110 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,730 $3.8M 0.01% -28,070 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 24,275 $3.59M 0.03% -2,121 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 24,179 $3.57M 1.46% -2,125 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 23,782 $3.51M 0.01% -1,466 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 23,674 $3.5M <0.01% +157 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 23,500 $3.47M 0.07% +178 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 23,067 $3.41M 0.12% +2,009 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 22,575 $3.34M <0.01% -17,272 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 21,394 $3.16M <0.01% +1,056 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 20,794 $3.07M 0.03% -4,220 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 20,750 $3.07M <0.01% +8,747 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 20,284 $3M 0.02% +879 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,439 $2.87M 0.01% +1,306 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 19,091 $2.82M 1.42% -1,029 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 18,988 $2.81M 0.35% +2,372 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 18,519 $2.74M 0.01% +1,032 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,737 $2.32M 0.06% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14,399 $2.13M 0.07% -7,626 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,700 $2.03M 0.03% -278 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,048 $1.99M <0.01% +1,892 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 13,032 $1.93M 1.38% -404 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 12,637 $1.87M 0.58% -473 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11,648 $1.72M 0.18% -21 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 11,014 $1.63M <0.01% -96,657 13F-HR Timeline Group Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 10,973 $1.62M 0.62% -32 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,838 $1.6M 0.05% -1,623 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10,123 $1.5M 0.2% 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,033 $1.48M 0.06% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 9,853 $1.46M 0.42% +769 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,402 $1.39M <0.01% -9,494 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 9,100 $1.34M <0.01% -17,700 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,838 $1.31M 0.01% +863 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,393 $1.24M <0.01% +1,973 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,029 $1.19M 0.03% +5,559 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 6,462 $1.18M 0.54% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,464 $1.1M 0.04% +7,139 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,107 $1.05M <0.01% +1,487 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 7,013 $1.04M <0.01% +1,129 13F-HR/A Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 6,923 $1.02M 0.53% -587 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,695 $989K <0.01% -1,110 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,671 $986K 0.05% +1 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 6,582 $972K 0.47% -370 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,556 $969K 0.33% -269 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,344 $937K <0.01% +3,082 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,182 $913K 0.04% +475 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 6,081 $898K 0.84% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,986 $884K 0.05% -670 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 5,692 $841K 0.25% -300 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,401 $798K <0.01% -9,094 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,097 $753K <0.01% +79 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,078 $750K 0.03% +119 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 4,880 $728K 0.32% -55 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,850 $716K 0.08% -150 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,702 $695K 0.1% +3,017 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,681 $692K <0.01% +1,091 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,266 $630K <0.01% -215 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,101 $606K <0.01% new 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 4,105 $597K 0.03% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,041 $597K 0.01% +34 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,016 $593K 0.09% +18 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,901 $576K 0.1% +2,012 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,899 $576K 0.03% +940 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,757 $555K <0.01% +2,312 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,718 $549K 0.06% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,717 $549K <0.01% 0 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,555 $525K 0.01% +1,258 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,441 $508K <0.01% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,345 $494K 0.03% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,289 $491K 0.04% -1,579 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 3,100 $458K 0.26% +360 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,000 $443K 0.01% 0 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,988 $441K <0.01% +44 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,967 $438K 0.02% +91 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 2,797 $413K 0.3% +557 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,707 $400K <0.01% -331 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 2,700 $399K 0.02% -2 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,694 $398K 0.05% +1,244 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,692 $398K 0.02% +388 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 3,276 $396K 0.38% 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,578 $381K 0.02% +38 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,533 $374K 0.02% -6,797 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,529 $374K <0.01% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,483 $367K 0.01% +74 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 2,433 $359K 0.25% +1,164 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,403 $355K 0.01% +33 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,315 $342K <0.01% new 13F-HR Timeline Group 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 2,254 $333K 0.04% -19 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,227 $329K <0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,185 $323K 0.02% -68 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,141 $316K 0.12% +138 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,077 $307K <0.01% -305 13F-HR/A Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,058 $304K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,055 $304K 0.2% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,052 $303K 0.03% -13 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,000 $295K 0.2% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,975 $292K 0.08% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,968 $291K <0.01% +136 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,957 $289K 0.01% -253 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,904 $281K 0.13% +29 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,870 $278K 0.01% +95 13F-HR Timeline Group VVR Holdings LLC More: the full row for VVR Holdings LLC 1,871 $276K 0.14% 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,862 $275K <0.01% new 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,842 $272K 0.03% -975 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,810 $267K 0.01% -255 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,742 $257K 0.09% +24 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,730 $256K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,720 $254K <0.01% +6 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,702 $251K 0.01% -670 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,701 $251K 0.04% -137 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,658 $245K 0.12% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,597 $236K 0.12% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,557 $230K 0.01% +115 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,297 $211K <0.01% new 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,516 $208K 0.03% -22 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,359 $201K <0.01% +56 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,145 $169K 0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,106 $163K 0.06% +831 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,076 $159K 0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,086 $158K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,048 $155K 0.04% -55 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 975 $144K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 973 $144K <0.01% -218 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 875 $129K 0.08% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 872 $129K 0.01% -4,610 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 868 $128K 0.01% +618 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 832 $123K 0.08% -1 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 801 $118K 0.05% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 759 $112K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 657 $97.1K 0.01% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 96,392 $96.4K 0.02% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 620 $91.6K <0.01% +139 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 619 $91.4K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 593 $87.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 562 $83.1K <0.01% -310 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 543 $80.2K <0.01% -56 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 514 $75.9K <0.01% -1 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 466 $68.9K 0.01% +3 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 445 $65.7K 0.01% -107 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 400 $59.1K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 373 $55.1K 0.01% +320 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 347 $51K 0.01% -15 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 341 $50.4K <0.01% 0 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 305 $45K 0.01% +5 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 300 $44.3K 0.01% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 300 $44.3K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 300 $44.3K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 262 $38.7K <0.01% +51 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 232 $34.2K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 230 $34K <0.01% +52 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 219 $32.4K <0.01% -42 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 209 $30.9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 207 $30.6K <0.01% -350 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 250 $29.6K 0.04% +3 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 195 $28.8K <0.01% -102 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 189 $27.9K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 180 $26.6K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 177 $26.3K <0.01% +52 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 166 $24.5K 0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 162 $23.9K <0.01% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 142 $21K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 140 $20.7K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 135 $19.9K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 134 $19.8K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. 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