MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,762,269 $347M 0.02% +381,599 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,741,411 $345M 0.91% -408,165 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,420,959 $316M 0.08% +525,007 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,776,058 $256M +480,954 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,233,642 $206M 0.04% +249,841 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,892,589 $175M 0.94% +410,522 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,793,866 $166M 0.05% +776,696 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,750,925 $162M 1.58% +198,601 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,698,166 $157M 0.23% +46,130 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,625,567 $150M 0.01% +171,674 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,623,692 $150M 7.92% +37,103 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,336,231 $123M 0.45% +280,940 13F-HR/A Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,266,570 $117M 9.8% -49,093 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,113,996 $103M 0.11% +169,977 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,065,087 $98.3M 3.31% +440,603 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,022,276 $94.3M 0.71% +381,386 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,019,618 $94.1M 16.95% +527,820 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 956,087 $88.2M 1.6% -159,727 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 911,703 $84.1M 0.01% +22,498 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 893,415 $82.2M 0.01% +127,477 13F-HR/A Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 835,724 $77.1M 1.79% +63,704 13F-HR Timeline Group Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 738,218 $68.1M 14.32% -38,902 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 643,160 $59.4M 0.18% +414,200 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 641,859 $59.2M 0.01% +6,964 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 628,413 $58M 7.16% +46,958 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 608,209 $56.1M 12.22% +584,239 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 566,907 $52.3M 0.57% +8,786 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 553,686 $51.1M 0.07% -81,569 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 545,719 $50.4M 2.23% +135,041 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 540,783 $49.9M 0.09% +310,507 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 537,942 $49.6M 6.38% +117,600 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 526,533 $48.6M 2.6% +59,968 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 502,485 $46.4M 0.05% +293,040 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 492,905 $45.5M 0.09% +13,267 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 478,511 $44.2M 0.04% +32,024 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 445,049 $41.1M 0.06% -13,110 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 441,013 $40.7M 0.04% +22,154 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 428,534 $39.5M 10.22% +33,215 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 396,395 $36.6M 3.7% +363,897 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 380,841 $35.1M 0.02% +263 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 372,845 $34.4M 0.04% new 13F-HR Timeline Group Christian Investment Advisors, Inc. 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Paul & Associates, LLC 70,998 $6.55M 2.21% +51,453 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 69,770 $6.44M 0.05% +2,697 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 69,509 $6.41M 0.03% -14,927 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 69,318 $6.4M 0.04% +56,271 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 68,365 $6.31M <0.01% new 13F-HR Timeline Group Pacifica Partners Inc. 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More: the full row for MAIMON WEALTH MANAGEMENT LTD. 48,865 $4.5M 3.95% +5,765 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 48,393 $4.47M 1.05% new 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 48,346 $4.46M 1.47% +11,583 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 50,802 $4.4M 0.03% +27,636 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 47,029 $4.34M 0.36% +2,296 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 46,503 $4.29M 0.17% +38,325 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 46,349 $4.28M 0.18% -14,718 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 46,034 $4.25M 2.54% +1,891 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 45,809 $4.23M 0.61% +1,783 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 45,459 $4.19M 2.58% -3,168 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 44,941 $4.15M <0.01% -621 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. 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More: the full row for Essential Planning, LLC. 42,096 $3.88M 1.24% -1,045 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 41,864 $3.86M 0.11% -311 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 41,068 $3.79M 1.17% +19,885 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 40,275 $3.72M 1.02% +2,698 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 40,207 $3.71M 0.68% -81 13F-HR Timeline WELLINGTON-ALTUS USA INC. 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