MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,866,197 $128M 0.01% -860,261 13F-HR Timeline Group Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 454,660 $31.1M 8.56% +18,279 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 371,918 $25.4M 0.05% +10,502 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 355,695 $24.3M 10.57% +8,411 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 353,548 $24.2M 0.18% +50,279 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/ 323,829 $22.1M <0.01% +11,779 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 254,869 $17.4M 9.2% +4,654 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 248,453 $17M +8,014 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 245,361 $16.8M 0.02% -72,141 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 219,720 $15M 5.61% +29,395 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 207,030 $14.2M 0.08% -49,020 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 123,961 $8.47M 2.36% +5,688 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 101,459 $6.93M 5.62% +4,446 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 95,751 $6.54M <0.01% -11,223 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 93,801 $6.41M 0.01% +7,739 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 82,823 $5.66M <0.01% +3,294 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 78,106 $5.34M 3.32% +16,424 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 68,811 $4.7M 2.17% +4,201 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 64,347 $4.4M <0.01% +13,433 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 43,410 $2.97M <0.01% +42,364 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 31,430 $2.15M 0.44% -55,020 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 24,041 $1.64M 0.02% -45,691 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 22,636 $1.55M 0.17% -186 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 22,460 $1.54M 0.02% -819 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 22,251 $1.52M 0.19% +4,303 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 21,087 $1.44M <0.01% -37,520 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,400 $1.39M <0.01% -9,295 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 17,812 $1.22M 0.02% -122 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 16,999 $1.16M 0.12% +92 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,375 $1.05M <0.01% -1,637 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,208 $1.04M 0.01% +1,517 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 12,244 $837K 0.64% -9 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 12,083 $826K new Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 11,246 $769K 0.4% +6,570 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,866 $674K 0.1% +1,715 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 9,844 $673K 0.05% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 9,542 $652K 0.39% +683 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,506 $650K <0.01% +378 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,793 $601K <0.01% +22 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,719 $596K <0.01% -708 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,654 $591K <0.01% +1,677 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,139 $556K 0.01% +443 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 7,881 $539K 0.19% 0 13F-HR/A Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,997 $478K 0.03% +502 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,704 $458K 0.03% +2,932 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 6,563 $451K 0.03% -5,871 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 5,825 $398K 0.22% -100 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 $395K 0.01% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,740 $392K <0.01% -334,339 13F-HR Timeline Group Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 5,715 $391K 0.12% -163 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,702 $390K <0.01% 0 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 5,430 $371K 0.1% -7 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,112 $349K <0.01% +499 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,039 $344K <0.01% +4,710 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,985 $341K 0.01% +1,149 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,881 $334K <0.01% -371 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,873 $333K <0.01% new 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 4,838 $331K <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,829 $330K <0.01% -855 13F-HR Timeline Group Bedminster, LLC More: the full row for Bedminster, LLC 4,766 $326K 0.3% +950 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,385 $300K <0.01% +1 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,348 $297K 0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,298 $294K <0.01% -359 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 $288K <0.01% 0 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,804 $261K <0.01% +139 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,796 $259K <0.01% -44 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 3,774 $258K 0.02% +432 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,707 $253K 0.06% -790 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,696 $253K 0.01% new 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 3,645 $249K 0.11% -193 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,528 $241K 0.01% new 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,498 $239K 0.01% -380 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,441 $236K 0.01% -125 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,392 $232K 0.1% +134 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 3,342 $228K 0.16% -289 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,321 $228K 0.03% -24,251 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,327 $227K <0.01% -641 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,275 $224K <0.01% +1,797 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,268 $223K <0.01% -5,668 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,259 $223K 0.13% 0 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 3,158 $216K 0.13% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,107 $212K 0.02% -663 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,085 $211K <0.01% +26 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,000 $205K 0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 2,211 $151K 0.07% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 2,009 $137K <0.01% 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,671 $114K <0.01% +579 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,600 $109K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,127 $77K <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,100 $75K 0.03% -1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 939 $64.2K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 850 $58.1K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 773 $52.8K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 424 $29K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 420 $28.7K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 272 $18.6K <0.01% +64 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 270 $18.5K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 165 $11.3K <0.01% +135 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 160 $10.9K <0.01% +5 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 137 $9.36K <0.01% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 135 $9.22K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 125 $8.54K <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 124 $8.47K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 77 $5.26K <0.01% 0 13F-HR/A Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 64 $4.38K <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 62 $4.24K <0.01% -636 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 60 $4.1K <0.01% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 54 $3.67K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 49 $3.35K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 49 $3.35K <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 45 $3.05K <0.01% -19 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 22 $1.49K <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 $820 <0.01% -11,779 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 7 $478 <0.01% 0 13F-HR Timeline 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.