Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 8,027,945 $189M +2,983,394 Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 7,099,331 $167M 0.15% +733,456 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,753,724 $88.2M 0.06% +3,734,071 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,130,772 $73.5M 1.77% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,625,775 $61.7M <0.01% +476,935 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,627,532 $38.2M 2.67% +16,964 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 957,429 $22.5M +329,246 Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 904,760 $21.3M <0.01% +873,192 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 878,226 $20.6M -16,725 Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 839,145 $19.7M 2.35% +31,426 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 806,718 $18.9M 0.02% -190,866 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 754,299 $17.7M 4.45% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 565,308 $13.3M 0.02% -186,022 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/ 488,691 $11.5M <0.01% +173,119 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 445,119 $10.5M 0.01% +425,384 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 442,925 $10.4M 0.6% +99,900 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 403,152 $9.47M 0.02% -6,771 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 401,392 $9.43M <0.01% -42,685 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 392,651 $9.22M 1.91% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 377,753 $8.87M 1.97% +21,020 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 347,371 $8.16M 0.01% -7,739 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 267,556 $6.28M 2.87% 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 257,513 $6.05M <0.01% +45,524 13F-HR Timeline Group SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 232,600 $5.46M 1.99% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 230,188 $5.41M 0.13% new 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 226,378 $5.32M 3.55% -1,679 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 205,328 $4.82M 0.89% +111,956 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 185,500 $4.36M 0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 181,952 $4.27M 0.05% -283,936 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 176,993 $4.16M 3.56% +69,486 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 173,005 $4.06M 0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 154,234 $3.62M 0.01% -10,025 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 135,974 $3.19M <0.01% -9,071 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 132,018 $3.1M <0.01% +14,071 13F-HR Timeline Group Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 112,126 $2.63M 1.55% +5,070 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 103,939 $2.44M 0.24% -7,055 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 102,231 $2.4M 0.65% -437,095 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 93,851 $2.2M 0.78% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 92,197 $2.16M <0.01% +17,001 13F-HR/A Timeline Group CROBAN More: the full row for CROBAN 88,982 $2.09M 1.78% +9,393 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 75,330 $1.77M 0.03% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 72,364 $1.7M 0.58% +1,737 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 72,173 $1.7M <0.01% +61,907 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 68,433 $1.61M <0.01% -1,772 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 63,860 $1.5M <0.01% +60,681 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 61,732 $1.44M <0.01% +13,950 13F-HR Timeline Group Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 54,023 $1.29M 0.21% -975 13F-HR/A Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 53,818 $1.26M 2.66% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 52,529 $1.23M 0.01% +52,035 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 48,524 $1.14M 0.02% -2,601 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 48,149 $1.13M <0.01% +26,501 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 45,054 $1.06M 0.18% +13,196 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 45,011 $1.06M <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 38,320 $900K <0.01% -72,337 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 37,510 $881K <0.01% +26,194 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 37,341 $877K 0.05% +1,150 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 33,315 $783K 0.25% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 33,102 $778K 0.14% -6,421 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 32,666 $767K <0.01% +198 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 31,811 $747K <0.01% new 13F-HR/A Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 31,420 $738K 0.36% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 30,042 $706K <0.01% +2,731 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 29,644 $696K 0.18% +74 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 29,123 $684K <0.01% +1,705 13F-HR/A Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 26,208 $616K 0.01% -28,000 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 25,206 $592K 0.13% -168 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 22,965 $539K 0.02% +20,401 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 22,885 $538K 0.01% -304 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,167 $521K <0.01% +5,121 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 20,426 $480K 0.01% +6,452 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 19,415 $456K 0.01% new 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 19,250 $452K 0.1% new 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 19,101 $449K 0.03% -7,451 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 19,023 $447K <0.01% -2,619 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 18,435 $433K 0.04% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,364 $431K 0.01% -1 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 17,964 $422K 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,756 $417K <0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,431 $409K <0.01% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 16,116 $379K 0.1% +1,849 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 15,656 $368K 0.22% +3,315 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 14,286 $336K 0.09% -335,877 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 14,067 $330K 0.12% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 13,998 $329K <0.01% +4,282 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 13,522 $318K <0.01% -374 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 13,405 $311K 0.05% -338 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,881 $303K 0.03% +83 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 12,713 $299K 0.29% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 12,551 $295K 0.16% -587 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,237 $287K 0.01% new 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 12,207 $287K 0.11% +296 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,233 $258K 0.01% +274 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,747 $253K 0.05% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 10,078 $237K 0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,924 $233K <0.01% +79 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 9,871 $232K <0.01% new 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 9,869 $232K 0.05% -391,582 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,730 $227K <0.01% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 9,511 $223K 0.1% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,192 $215K 0.02% +8,805 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,803 $207K 0.03% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,563 $201K <0.01% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 8,571 $201K 0.09% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,319 $148K <0.01% -6,793 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,959 $140K 0.05% +1,203 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,849 $114K <0.01% -7,172 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,001 $70.1K 0.01% +1,183 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 2,807 $65.9K 0.03% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 2,722 $63.9K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,427 $57K <0.01% +27 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,641 $38.6K 0.01% +26 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,640 $38.5K 0.01% +10 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,556 $36.5K <0.01% +1,279 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,403 $33K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,322 $31.1K <0.01% new 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 1,162 $27K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,053 $24.7K <0.01% +8 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,047 $24.6K <0.01% +913 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 989 $23.2K 0.02% -401 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 988 $23.2K 0.03% 0 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 959 $22.5K <0.01% +143 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 896 $21K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 723 $17K <0.01% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 645 $15.2K <0.01% -1 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 518 $12.2K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 401 $9.42K <0.01% -239 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 300 $7.05K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 287 $6.74K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 273 $6.4K <0.01% +247 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 268 $6.29K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 252 $5.92K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 250 $5.87K <0.01% 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 219 $5.14K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 189 $4K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 128 $3K <0.01% +1 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 127 $2.98K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 111 $2.37K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 84 $1.97K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 76 $1.79K <0.01% -223 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 57 $1.35K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 48 $1.13K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 47 $1.1K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 47 $1.1K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 45 $1.05K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 36 $846 <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 34 $799 <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 32 $752 <0.01% -6,045 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 32 $750 <0.01% -34 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) 7 $164 <0.01% +6 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.