Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 7,742,520 $178M -285,425 Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 5,541,822 $127M 0.1% -1,557,509 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,745,511 $86.1M 0.06% -8,213 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,823,870 $64.9M <0.01% +198,095 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,784,840 $41.1M 0.05% +1,219,532 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,672,822 $38.5M 2.64% +45,290 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 1,107,847 $25.5M +150,418 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 997,078 $22.9M 0.02% +190,360 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 838,032 $19.3M 2.11% -1,113 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 745,437 $17.1M -132,789 Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 557,405 $12.8M 2.38% new 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/ 550,364 $12.7M <0.01% +61,673 13F-HR/A Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 541,925 $12.5M 0.68% +99,000 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 429,836 $9.89M <0.01% +28,444 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 427,486 $9.83M 0.01% -17,633 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 410,633 $9.44M 1.83% +17,982 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 399,349 $9.18M 1.46% +194,021 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 391,801 $9.01M 0.02% -11,351 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 335,212 $7.71M 2.23% -42,541 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 324,292 $7.46M 0.01% -23,079 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $6.31M 2.75% -267,556 13F-HR Timeline Amount filed as zero, left out of ratios. AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 241,589 $5.56M <0.01% -15,924 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 239,206 $5.5M 3.45% +12,828 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 237,710 $5.47M <0.01% +189,561 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 224,315 $5.16M 0.35% new 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 203,025 $4.67M 1.59% new 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 194,009 $4.46M 3.48% +17,016 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 173,005 $3.98M <0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 159,362 $3.67M 0.01% +5,128 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 145,418 $3.34M <0.01% +13,400 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 141,718 $3.26M <0.01% +5,744 13F-HR Timeline Group CROBAN More: the full row for CROBAN 122,440 $2.82M 1.88% +33,458 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 121,381 $2.79M 1.53% +9,255 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 118,319 $2.72M 0.06% -111,869 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 109,438 $2.52M 0.09% +86,473 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 102,838 $2.37M 0.2% -1,101 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 98,710 $2.27M 0.76% -133,890 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 95,866 $2.2M <0.01% +3,669 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 87,859 $2.01M <0.01% +26,127 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 84,441 $1.94M 0.27% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 75,864 $1.74M <0.01% +43,198 13F-HR Timeline Group Auour Investments LLC More: the full row for Auour Investments LLC 75,046 $1.73M 0.56% +2,682 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 73,150 $1.68M 0.13% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 68,330 $1.57M <0.01% -103 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 67,817 $1.56M 0.02% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 61,750 $1.42M <0.01% -123,750 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 51,798 $1.21M 0.15% -2,225 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 52,521 $1.2M 2.33% -1,297 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50,770 $1.17M 0.01% -1,759 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 50,399 $1.16M 0.02% +1,875 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 45,011 $1.04M <0.01% 0 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 43,070 $991K 0.02% -32,260 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 39,820 $916K <0.01% +17,653 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 39,574 $910K 0.14% -5,480 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 38,336 $882K <0.01% +16 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 37,734 $868K <0.01% +19,978 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 37,176 $855K 0.21% -65,055 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 35,341 $813K 0.04% -2,000 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 34,197 $786K <0.01% +5,074 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 32,300 $743K <0.01% +489 13F-HR/A Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 30,531 $702K 0.17% +887 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 28,198 $649K <0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 25,258 $581K 0.09% +14,511 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 25,104 $577K 0.11% -102 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 24,690 $568K 0.08% +8,574 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 23,308 $536K <0.01% -6,734 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 20,384 $469K <0.01% -17,126 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 20,377 $469K 0.01% -49 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 20,357 $468K 0.03% +1,256 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 20,037 $460K 0.03% +10,845 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 19,408 $446K 0.01% -3,111,364 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 19,404 $446K 0.09% -13,911 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 19,358 $445K 0.09% +108 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 19,230 $442K 0.01% -185 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 18,904 $435K <0.01% -119 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,675 $430K <0.01% new 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 18,435 $424K 0.03% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,365 $422K 0.01% +1 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 17,961 $413K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 17,270 $397K 0.22% +1,614 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 15,421 $355K <0.01% +1,423 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 13,723 $316K 0.07% -563 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 13,621 $313K 0.04% +216 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 13,253 $305K <0.01% -891,507 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 13,107 $301K 0.01% +1,874 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,913 $293K 0.03% +32 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 12,713 $292K 0.26% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 12,425 $286K 0.14% -126 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,198 $281K <0.01% -59,975 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,150 $279K 0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,691 $269K <0.01% +3,128 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 10,691 $246K 0.08% -1,516 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,645 $245K 0.01% -7,319 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,406 $236K <0.01% +676 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 9,950 $229K 0.05% +81 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,635 $222K <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. 9,426 $217K 0.08% -85 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 9,309 $216K <0.01% -562 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,283 $214K 0.02% +9,015 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,180 $188K <0.01% new 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 5,733 $132K 0.04% -226 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,076 $117K <0.01% -58,784 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,764 $110K <0.01% -1,555 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,001 $68.9K 0.01% 0 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 2,807 $64.6K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,400 $55.2K <0.01% -27 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,666 $38.3K 0.01% +25 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,564 $36K <0.01% +8 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,559 $35.9K <0.01% +914 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,403 $32.3K <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1,244 $28.6K <0.01% -1,478 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,204 $27.7K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,060 $24.4K 0.01% -753,239 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,047 $24.1K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,000 $23K 0.01% +11 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 896 $20.6K <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 864 $19.9K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 779 $17.9K <0.01% -274 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 723 $16.6K <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 548 $12.6K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 525 $12.1K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 518 $11.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 432 $9.94K <0.01% +385 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 423 $9.73K <0.01% +391 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 395 $9.09K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 300 $6.9K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 287 $6.6K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 273 $6.27K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 252 $5.8K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 205 $4.71K <0.01% -45 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 195 $4.49K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 143 $3.29K <0.01% -816 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 130 $2.99K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 128 $2.95K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 127 $2.92K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 119 $2.73K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 111 $2.55K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 103 $2.37K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 77 $1.76K <0.01% +1 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 57 $1.31K <0.01% 0 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 48 $1.1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 47 $1.08K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 45 $1.03K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 36 $828 <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 32 $735 <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 20 $456 <0.01% -64 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) 11 $253 <0.01% +4 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 1 $0 0% new 13F-HR Timeline Value 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.