Allianz SE in group Allianz SE More: the full row for Allianz SE 249,000 $24.6M 0.26% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 211,780 $21M 0.81% +10,028 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 117,039 $11.6M <0.01% -5,175 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 96,932 $9.59M 2.07% -184 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 63,794 $6.31M <0.01% +8,811 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 53,660 $5.31M 0.13% -27,518 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 50,493 $5.09M 1.35% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 50,500 $5M 0.12% +2,353 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 44,758 $4.43M 1.96% +14 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 43,972 $4.34M 0.01% +873 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 40,248 $3.98M <0.01% +545 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 37,700 $3.73M 0.77% -14,447 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 34,745 $3.44M <0.01% -588 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 26,269 $2.6M <0.01% +850 13F-HR Timeline Group Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 25,520 $2.57M 2.28% 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/ 24,540 $2.43M <0.01% -12,219 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,821 $2.16M <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,974 $1.98M <0.01% +12,900 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,430 $1.72M <0.01% +4,293 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 16,794 $1.66M 0.19% +89 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,831 $1.37M <0.01% new 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,294 $1.32M 0.03% -1,689 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 12,649 $1.25M 0.42% -1,115 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,517 $1.24M <0.01% +8,260 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,661 $1.15M 0.05% +183 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 11,216 $1.11M 0.01% +63 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,506 $1.04M 0.01% -129 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 10,190 $1.01M 0.16% new 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 9,648 $955K 0.45% +488 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,427 $933K <0.01% +5,477 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,829 $874K 0.02% +81 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 8,748 $866K 0.11% -10 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,364 $828K <0.01% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 7,479 $740K 0.12% -5,461 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,125 $705K <0.01% +593 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,765 $669K 0.01% +5,527 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,672 $660K 0.08% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,550 $648K <0.01% -52 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 6,541 $647K <0.01% +214 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,174 $611K <0.01% +5,708 13F-HR Timeline Group Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 5,902 $584K 0.12% +208 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 5,597 $554K 0.43% -34 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,109 $505K 0.01% +1,585 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 4,918 $487K 0.29% -1,552 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,761 $471K <0.01% -94 13F-HR/A Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,971 $393K 0.02% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,919 $388K 0.01% 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,763 $372K 0.05% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,732 $369K 0.09% 0 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 3,647 $360K 0.22% -55 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,611 $357K 0.08% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,330 $330K <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,069 $304K <0.01% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,027 $299K 0.02% +66 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,023 $299K <0.01% -543 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,822 $279K <0.01% -676 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,755 $273K <0.01% +210 13F-HR Timeline Group Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,715 $269K 0.07% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,644 $262K 0.01% +72 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,629 $260K 0.01% -19 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,614 $259K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,480 $245K <0.01% +2,050 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,449 $242K 0.08% +247 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,269 $225K 0.01% -14 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,101 $208K <0.01% 0 13F-HR/A Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,029 $201K 0.01% -8 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 2,026 $200K 0.04% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,002 $198K 0.04% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,459 $144K 0.05% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,009 $99.8K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 927 $91.7K 0.01% -23 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 901 $89.1K +21 Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 645 $63.8K 0.03% +8 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 548 $54.3K <0.01% +201 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 500 $49.5K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 288 $28.5K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 272 $26.9K <0.01% +112 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 230 $22.8K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 195 $19.3K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 150 $14.8K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 94 $9.3K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 51 $5.04K <0.01% new 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 11 $1.09K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6 $594 <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6 $594 <0.01% 0 13F-HR Timeline