Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 7,934,081 $172M +748,478 Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,435,253 $96.2M 0.31% -2,081,388 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,443,678 $74.7M <0.01% +219,593 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,740,387 $37.7M 0.03% -816,541 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,446,266 $31.4M 1.99% +12,529 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,256,828 $27.2M 0.02% -93,955 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,000,518 $21.7M 0.01% -1,917,108 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 755,142 $16.4M 2.58% +31,754 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 752,802 $16.3M -171,868 Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 744,825 $16.1M 0.78% 0 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 531,295 $11.5M 1.16% -297,843 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 494,885 $10.7M 1.24% +9,060 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/ 469,476 $10.2M <0.01% -63,762 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 466,784 $10.1M <0.01% +21,391 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 419,399 $9.09M <0.01% -28,655 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 384,335 $8.33M 2.1% -7,067 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 360,232 $7.81M 0.01% -13,783 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 320,396 $6.95M 1.4% -613 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 308,639 $6.69M 0.01% -12,848 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 306,718 $6.65M 3.68% -5,778 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 302,158 $6.55M <0.01% -40,522 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 239,631 $5.2M <0.01% -2,196 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 235,237 $5.1M 0.38% +16,262 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 233,512 $5.06M 0.01% +26,915 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 219,917 $4.83M <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 203,525 $4.41M 0.01% -77,261 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 199,707 $4.33M 0.01% +2,103 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 173,005 $3.75M <0.01% 0 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 164,521 $3.57M 1.7% +15,630 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 153,742 $3.34M <0.01% +38,534 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 144,539 $3.13M <0.01% -46,739 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 140,360 $3.04M <0.01% +40,310 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 131,343 $2.85M 0.03% +17,954 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 113,499 $2.46M 0.24% +18,122 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 107,906 $2.34M <0.01% +91,498 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 102,400 $2.22M 0.14% -1,446 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 93,520 $2.03M <0.01% -16,498 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 92,550 $2.01M 0.02% +82,139 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 82,586 $1.79M <0.01% -4,927 13F-HR Timeline Group Auour Investments LLC More: the full row for Auour Investments LLC 79,757 $1.73M 0.5% +3,078 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 79,487 $1.72M 0.11% +2,259 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 74,567 $1.69M 1.58% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 70,836 $1.54M 0.12% -9,748 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 65,940 $1.43M <0.01% +4,754 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 62,479 $1.36M 0.04% 0 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 54,586 $1.2M 0.14% -1,348 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 53,883 $1.17M +13,887 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 52,156 $1.13M <0.01% -685 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 50,436 $1.09M 0.01% -116 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 45,147 $979K 0.11% +5,875 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 42,776 $927K <0.01% -1,053,350 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 42,105 $913K 0.02% +1,663 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 41,806 $906K <0.01% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 40,929 $887K <0.01% -44,458 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 35,835 $777K 0.3% -286 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 35,211 $763K 0.17% +1,452 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 31,609 $685K 0.03% +15,256 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 31,145 $675K <0.01% +3,711 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 30,565 $663K 0.01% +3,541 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 30,022 $651K 0.01% +6,960 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 27,241 $592K <0.01% -323,904 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 25,926 $562K <0.01% -2,463 13F-HR Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 25,600 $559K 0.34% 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 25,725 $558K 0.03% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,100 $544K <0.01% +1,136 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 24,658 $535K 0.06% -8,446 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,240 $504K <0.01% new 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 22,112 $479K 0.01% +10,640 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 22,048 $478K <0.01% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 21,859 $474K <0.01% -1,164 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 21,150 $459K 0.03% -1,122 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 19,698 $427K 0.07% +119 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 18,435 $400K 0.03% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 17,693 $384K <0.01% +10,974 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 17,240 $374K 0.04% -10,398 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 17,115 $371K 0.06% +104 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 16,357 $355K 0.01% -150 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 15,995 $347K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,816 $321K <0.01% -11,516 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 14,700 $319K 0.03% +63 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,456 $313K <0.01% +549 13F-HR/A Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 14,179 $307K <0.01% -32,091 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 13,755 $298K <0.01% -6,067 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,708 $276K <0.01% +2,519 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 12,604 $274K 0.16% +398 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 12,225 $265K 0.17% +2,510 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 12,101 $262K 0.04% -156 13F-HR/A Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 12,099 $262K 0.12% +421 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 11,943 $259K 0.18% -220 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,673 $256K <0.01% -18 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 11,676 $253K 0.17% +37 13F-HR Timeline Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 11,569 $251K 0.2% -156 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,499 $249K <0.01% -556 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 11,299 $245K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,984 $238K <0.01% -4,679 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,760 $233K <0.01% +270 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 10,114 $219K 0.07% -245 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,015 $217K 0.01% -1,337 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,019 $216K <0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,742 $124K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,771 $81.8K <0.01% +3,365 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,170 $68.7K <0.01% -302 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,794 $61.4K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,686 $58.2K <0.01% +451 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,497 $54.1K 0.01% -386,054 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,400 $52K <0.01% -60 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,400 $52K <0.01% 0 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 2,318 $50.3K 0.02% -1,054 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,998 $43.3K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,793 $38.9K 0.01% +31 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,749 $37.9K 0.02% +24 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,583 $34.3K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,403 $30.4K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,373 $29.8K 0.02% +8 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,280 $27.8K 0.01% 0 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1,258 $27.3K <0.01% +1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,236 $26.8K <0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,180 $25.6K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,079 $23.5K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,076 $23.3K <0.01% +208 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,055 $22.9K <0.01% -5 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,047 $22.7K <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 954 $20.7K <0.01% -132 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 737 $16K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 705 $15.3K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 574 $12.4K <0.01% -59 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 472 $10.2K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 412 $8.93K <0.01% -70 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 403 $8.74K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 397 $8.61K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 396 $8.59K <0.01% -3,114 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 308 $6.68K <0.01% -1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 300 $6.5K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 262 $5.68K <0.01% 0 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 252 $5.46K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 151 $3.27K <0.01% +22 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 144 $3.11K <0.01% +2 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 131 $2.83K <0.01% new 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 127 $2.75K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 119 $2.57K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 89 $1.93K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 47 $1.02K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 45 $976 <0.01% -55 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 36 $781 <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 32 $691 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 29 $629 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 27 $585 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 26 $564 <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 19 $412 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 19 $410 <0.01% -247 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11 $238 <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7 $152 <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3 $65 <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 54 $548K new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.