MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,671,228 $186M 0.01% +64,030 13F-HR/A Timeline Group Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 334,477 $23.3M 10.37% +11,438 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 334,391 $23.3M 0.05% +24,785 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 324,282 $22.6M 0.04% -7,674 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/ 272,791 $19M <0.01% +7,369 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 247,432 $17.2M -38,153 Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 235,708 $16.6M 9.99% +13,611 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 193,872 $13.5M 0.11% +5,958 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 176,573 $12.3M 4.96% +6,836 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 98,544 $6.86M 1.95% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 88,367 $6.16M 0.01% -1,661 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 78,098 $5.44M 1.14% +7,570 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 77,580 $5.4M <0.01% +512 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 55,299 $3.85M <0.01% +34,697 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 54,511 $3.8M 2.57% -1,914 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 54,222 $3.78M <0.01% -18,683 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 52,900 $3.69M 1.75% +5,562 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 36,839 $2.57M <0.01% -6,673 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 33,355 $2.32M 0.49% -11,217 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 28,004 $1.95M 0.35% +4,817 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 27,315 $1.9M <0.01% +3,122 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 23,219 $1.62M 0.04% +209 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 23,021 $1.6M 0.2% +4,421 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 17,928 $1.26M 0.03% -482 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,780 $1.24M <0.01% +3,029 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16,756 $1.17M <0.01% +22 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 15,868 $1.11M 0.15% +2,760 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,353 $1000K 0.02% +126 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 13,615 $948K 0.69% -895 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 10,648 $738K 0.4% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 9,844 $686K 0.05% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,430 $657K <0.01% -338 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 9,068 $632K 0.05% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,916 $621K <0.01% -1,993 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,007 $562K 0.09% +1,713 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 8,058 $561K 0.21% -34 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,691 $536K 0.01% +222 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 7,623 $531K 0.17% -6,261 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,947 $484K <0.01% +601 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,495 $452K 0.05% -163 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,320 $440K <0.01% 0 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 6,238 $435K 0.01% -431 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,223 $432K <0.01% -1,042 13F-HR Timeline Group Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 5,925 $413K 0.25% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 5,653 $394K 0.14% +65 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,620 $392K <0.01% -7,298 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,252 $366K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,740 $330K <0.01% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,692 $327K 0.04% +38 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 4,567 $318K 0.2% -1,501 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,546 $317K 0.02% -104 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,454 $310K 0.07% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,236 $295K <0.01% +22 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,148 $289K <0.01% +58 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,829 $267K <0.01% +76 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,809 $265K 0.01% -594 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 3,804 $265K 0.12% -4,838 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,767 $262K <0.01% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 3,649 $254K 0.01% -50 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,259 $227K 0.12% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,178 $221K 0.12% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,022 $213K 0.01% +4 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,046 $212K 0.02% -18 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,932 $204K <0.01% +124 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,919 $203K 0.09% -49 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,900 $202K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,600 $111K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,550 $108K 0.07% +1,195 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,208 $84.1K <0.01% +707 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,092 $76.1K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,079 $75.2K <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,086 $75K 0.03% +70 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 934 $65.1K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 915 $63.7K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 687 $47.9K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 424 $29.5K <0.01% +1 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 420 $29.3K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 358 $24.9K <0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 350 $24.4K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 270 $18.8K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 201 $14K <0.01% -11 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 152 $10.6K <0.01% +123 13F-HR/A Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 148 $10.3K <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 $9.4K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 99 $6.9K <0.01% +56 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 58 $4.04K <0.01% 0 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 51 $4K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 54 $3.74K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 49 $3.41K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 41 $2.86K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 30 $2.09K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 21 $1.48K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12 $836 <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8 $557 <0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 7 $488 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 0 $29 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Sachetta, LLC More: the full row for Sachetta, LLC 0 $1 <0.01% 0 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% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.