MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,607,198 $181M 0.01% +160,283 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 331,956 $23M 0.05% -492,767 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 323,039 $22.4M 10.58% +3,496 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 309,606 $21.5M 0.05% +289,430 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 285,585 $19.8M -7,573 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 265,422 $18.4M <0.01% +85,436 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 222,097 $15.3M 10.03% +34,637 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 187,914 $13M 0.14% -3,588 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 169,737 $11.8M 5.18% +8,504 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 90,028 $6.24M 0.01% +7,696 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 77,068 $5.34M <0.01% -1,808 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 72,905 $5.05M <0.01% +12,131 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 70,528 $4.89M 1.13% +2,884 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 56,425 $3.91M 2.89% +4,706 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 49,064 $3.4M <0.01% new 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 47,338 $3.28M 1.63% +3,554 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 44,572 $3.09M 0.73% +12,258 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 43,512 $3.02M <0.01% +1,328 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 24,193 $1.68M <0.01% new 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 23,187 $1.61M 0.31% -8,342 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 23,010 $1.6M 0.04% +39 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,451 $1.49M 0.02% -97 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,602 $1.43M <0.01% +9,994 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 18,600 $1.29M 0.17% +1,180 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 18,410 $1.27M 0.03% -133 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16,734 $1.15M <0.01% -563 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,751 $1.02M <0.01% -29 13F-HR Timeline Group RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 14,510 $1.01M 0.77% -433 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,227 $986K 0.02% +2,154 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 13,884 $963K 0.35% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 13,108 $909K 0.14% +4,286 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,918 $896K <0.01% +6,086 13F-HR Timeline Group Jentner Corp More: the full row for Jentner Corp 12,715 $882K 0.24% +663 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,909 $756K <0.01% -445 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 10,648 $738K 0.4% +1,048 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,768 $677K <0.01% +71 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 8,642 $599K 0.28% -4,944 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 8,092 $561K 0.23% -4,302 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,469 $518K 0.01% -1,328 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,265 $504K <0.01% +2,645 13F-HR/A Timeline Group Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 6,990 $485K 0.09% +800 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 6,669 $462K 0.01% 0 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,658 $462K 0.06% -10,984 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,346 $440K <0.01% -6 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,320 $438K <0.01% new 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,294 $436K 0.11% +1,115 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 6,068 $421K 0.28% -10,489 13F-HR/A Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 5,925 $411K 0.28% -170 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 5,588 $387K 0.15% +166 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,252 $364K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,740 $329K <0.01% -5 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,696 $326K <0.01% -13,990 13F-HR/A Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,654 $323K 0.05% -3,743 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,650 $322K 0.03% -241 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,454 $309K 0.08% -2,076 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,403 $305K 0.02% +952 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,360 $302K <0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,214 $292K <0.01% 0 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,090 $284K <0.01% +46 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,753 $260K <0.01% +755 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,699 $255K 0.01% +41 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,064 $212K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,018 $208K 0.01% +3 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,968 $205K 0.1% +147 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,808 $195K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,600 $111K <0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,223 $84.8K 0.04% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,092 $75.7K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,016 $70K 0.03% -4,527 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 934 $64.8K <0.01% -24 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 915 $63.3K 0.02% -477 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 687 $47.6K <0.01% +625 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 501 $34.7K <0.01% +486 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 423 $29.3K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 420 $29.1K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 358 $24.8K <0.01% 0 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 355 $24.6K 0.02% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 350 $24.3K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 270 $18.7K <0.01% -13,059 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 212 $14.7K <0.01% new 13F-HR Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 143 $9.9K <0.01% +5 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 135 $9.36K <0.01% 0 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 58 $4.04K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 54 $3.72K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 49 $3.4K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 48 $3K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 43 $2.98K <0.01% -50 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 43 $2.98K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 41 $2.84K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 30 $2.08K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 29 $2.01K <0.01% new 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 21 $1.46K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 21 $1.46K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12 $832 <0.01% 0 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 7 $485 <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1 $70 <0.01% new 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 0 $1 <0.01% -59 13F-HR Timeline Amount filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1 $0 0% +1 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.