Family Manage LLC More: the full row for Family Manage LLC 1,604,919 $40M 4.2% -77,526 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,274,563 $31.8M 0.01% +212,178 13F-HR Timeline Group WJ Interests, LLC More: the full row for WJ Interests, LLC 707,494 $17.6M 6.8% +95,523 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 610,353 $15.1M 2.14% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 456,601 $11.4M 0.01% +1,416 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 389,577 $9.71M 1.13% +24,994 13F-HR/A Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 322,755 $8.05M 0.4% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 269,417 $6.72M 0.07% new 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 222,896 $5.56M 3.14% -33,098 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 178,056 $4.44M 1.27% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 147,056 $3.67M 1.08% -9,657 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 126,884 $3.16M 0.1% +90,169 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 105,332 $2.63M 0.05% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 91,324 $2.28M 0.29% +1,941 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 83,443 $2.08M 0.96% +292 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 83,236 $2.08M 0.02% +450 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 75,594 $1.88M 0.3% +55,167 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 56,144 $1.4M <0.01% new 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 52,376 $1.31M 0.47% -209 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 49,142 $1.23M 0.84% +5,421 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 38,241 $953K 0.75% +17,903 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 32,859 $819K 0.03% +449 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 31,924 $796K 0.04% -6,329 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 28,000 $698K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LPL Financial LLC More: the full row for LPL Financial LLC 25,854 $645K <0.01% +8,167 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,858 $495K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 16,501 $411K <0.01% +5,710 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 15,550 $388K 0.1% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 14,526 $362K 0.15% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,151 $303K <0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,768 $293K <0.01% +187 13F-HR/A Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 9,574 $239K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,019 $225K <0.01% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 8,372 $209K 0.07% -4,172 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,284 $207K <0.01% +127 13F-HR Timeline Group Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 8,126 $203K 0.18% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,143 $202K <0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,084 $202K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,049 $125K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,523 $112K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,087 $77K <0.01% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,784 $44.5K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,578 $39.3K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 996 $24.8K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 191 $4.76K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 171 $4K <0.01% new 13F-HR Timeline Group