MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,726,458 $187M 0.01% +55,230 13F-HR/A Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 451,481 $31M 0.01% new 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 436,381 $30M 8.36% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 361,416 $24.8M 0.05% +27,025 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 347,284 $23.9M 10.28% +12,807 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 340,079 $23.4M 0.03% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 317,502 $21.8M 0.03% -6,780 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/ 312,050 $21.5M <0.01% +39,259 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 303,269 $20.8M 0.17% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 256,050 $17.6M 0.12% +62,178 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 250,215 $17.2M 10% +14,507 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 240,439 $16.5M -6,993 Timeline Applied Capital LLC More: the full row for Applied Capital LLC 190,325 $13.1M 5.03% +13,752 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 118,273 $8.13M 2.21% +19,729 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 106,974 $7.35M <0.01% +52,752 13F-HR Timeline Group E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 97,013 $6.67M 5.6% 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 86,450 $5.94M 1.21% +8,352 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 86,062 $5.92M 0.01% -2,305 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 79,529 $5.47M <0.01% +1,949 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 69,732 $4.79M 0.05% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 64,610 $4.44M 2.07% +11,710 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 61,682 $4.24M 2.72% +7,171 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 58,607 $4.03M <0.01% +58,455 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 50,914 $3.5M <0.01% +14,075 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 32,164 $2.21M <0.01% +4,849 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 29,695 $2.04M <0.01% -25,604 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 27,572 $1.9M 0.36% -5,783 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 23,279 $1.6M 0.03% +60 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 22,822 $1.57M 0.18% -199 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 20,290 $1.39M 0.28% new 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 17,948 $1.23M 0.16% +2,080 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 17,934 $1.23M 0.02% +6 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,012 $1.17M <0.01% +256 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 16,907 $1.16M 0.12% +12,215 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,691 $941K 0.01% -662 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 13,207 $908K 0.3% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 12,434 $855K 0.06% new 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 12,253 $842K 0.62% -1,362 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,791 $811K <0.01% +11,779 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 9,844 $677K 0.05% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,427 $648K <0.01% +511 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,128 $627K <0.01% +2,181 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,936 $614K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 8,859 $609K 0.38% +7,309 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,771 $603K <0.01% -659 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,151 $560K 0.08% +144 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 7,881 $542K 0.19% -177 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,696 $529K 0.01% +5 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,977 $480K <0.01% +754 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,495 $446K 0.03% 0 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 5,925 $407K 0.23% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 5,878 $404K 0.12% +225 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 5,784 $398K 0.01% -454 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,702 $392K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,684 $391K <0.01% +1,917 13F-HR Timeline Group COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 5,640 $388K 0.27% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,556 $382K 0.04% new 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 5,437 $374K 0.1% -2,186 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,252 $365K <0.01% 0 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,023 $345K 0.01% new 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,676 $321K 0.17% +1,498 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,657 $320K <0.01% -1,663 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 4,613 $317K <0.01% -13,167 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,497 $309K 0.07% +43 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,384 $301K <0.01% -356 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,214 $290K <0.01% -22 13F-HR/A Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,174 $287K 0.04% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,968 $273K <0.01% -180 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,878 $267K 0.01% +69 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,840 $264K <0.01% +11 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 3,838 $264K 0.11% +34 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,836 $264K <0.01% new 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 3,816 $262K 0.24% 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,772 $259K 0.02% +726 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,770 $259K 0.02% -776 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,665 $252K <0.01% +765 13F-HR Timeline Group Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 3,631 $250K 0.19% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,566 $246K 0.01% -83 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 3,342 $230K 0.02% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,289 $226K <0.01% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,259 $224K 0.13% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,258 $224K 0.1% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,059 $211K 0.01% +37 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,600 $110K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,478 $102K <0.01% +270 13F-HR/A Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,092 $75.1K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,101 $75K 0.03% +15 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,046 $71.9K <0.01% -1,886 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 939 $64.5K 0.01% +24 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 850 $58.4K 0.01% +500 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 773 $53.1K <0.01% -161 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 698 $48K <0.01% +11 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 504 $34.6K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 424 $29.1K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 420 $28.9K <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 329 $22.6K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 270 $18.6K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 208 $14.3K <0.01% +7 13F-HR Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 155 $10.6K <0.01% +7 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 $9.28K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 105 $7.23K <0.01% new 13F-HR/A Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 77 $5.29K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 64 $4.4K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 59 $4.06K <0.01% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 54 $3.69K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 49 $3.37K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 49 $3.37K <0.01% -50 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 30 $2.06K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 22 $1.49K <0.01% +1 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 7 $481 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 0 $29 <0.01% 0 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.