Allianz Investment Management U.S. LLC in group Allianz SE More: the full row for Allianz Investment Management U.S. LLC 249,000 $24.5M 1.35% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 117,186 $11.6M 0.74% +56,235 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 100,801 $9.95M <0.01% -29,963 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 68,247 $6.74M 1.87% +30,005 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 59,444 $5.87M 0.01% -16,835 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 51,199 $5.06M 0.16% +882 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 48,651 $4.8M 3.09% +7,333 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 44,393 $4.38M 1.18% +4,634 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 42,440 $4.19M 2.79% +556 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 38,491 $3.8M 0.01% +7,726 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 33,968 $3.35M <0.01% +1,373 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,400 $2.71M 0.01% +8,937 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 19,766 $1.95M <0.01% new 13F-HR/A Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 17,976 $1.78M 0.07% -3,611 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 16,416 $1.62M <0.01% -22,308 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 13,539 $1.34M 0.82% -2,153 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,473 $1.13M <0.01% new 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,293 $1.12M 0.02% -149 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 10,802 $1.07M 0.22% +1,366 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,409 $1.02M 0.03% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,756 $963K 0.12% +50 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 9,189 $907K 0.5% +475 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,868 $777K 0.01% +355 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 7,868 $777K 0.01% +355 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,376 $728K <0.01% +5,861 13F-HR Timeline Group AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 6,686 $660K 0.61% +1,343 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,781 $571K <0.01% -8 13F-HR/A Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 5,584 $550K 0.1% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,176 $511K <0.01% +305 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,862 $480K <0.01% +47 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,640 $458K <0.01% -412 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,352 $430K 0.08% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,238 $419K <0.01% +389 13F-HR Timeline Group FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 4,191 $414K 0.29% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,122 $407K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,982 $393K <0.01% +2,969 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 3,813 $377K 0.29% +241 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,709 $366K <0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,601 $356K <0.01% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,500 $346K 0.02% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,495 $345K 0.1% +1,061 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,387 $334K 0.12% -193 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,355 $331K 0.08% -685 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,224 $318K <0.01% +126 13F-HR Timeline Group Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,856 $282K 0.11% new 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,725 $269K 0.21% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,642 $261K <0.01% -4 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,618 $259K <0.01% new 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,369 $234K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,349 $232K <0.01% -8 13F-HR Timeline Group Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,288 $226K 0.11% +171 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,101 $207K <0.01% new 13F-HR Timeline Group CIM, LLC More: the full row for CIM, LLC 2,090 $206K 0.03% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,078 $205K 0.02% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,064 $204K <0.01% new 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/ 1,665 $164K <0.01% -383 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,459 $144K 0.08% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 961 $94.9K 0.06% -27,678 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 888 $87.7K <0.01% +5 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 482 $47.6K <0.01% -47 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 430 $42.5K <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 195 $19.3K <0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 175 $17.3K <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 PFS Partners, LLC More: the full row for PFS Partners, LLC 124 $12.2K 0.01% +2 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 94 $9.28K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 70 $6.91K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 63 $6.22K <0.01% new 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 12 $1.19K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6 $593 <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6 $593 <0.01% -300 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 2 $197 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -260 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.