Allianz Investment Management U.S. LLC in group Allianz SE More: the full row for Allianz Investment Management U.S. LLC 249,000 $24.6M 1.06% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 197,347 $19.5M 1.14% +80,161 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 107,565 $10.6M <0.01% +6,764 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 104,009 $10.3M 2.68% +35,762 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 60,701 $5.97M 0.01% +1,257 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 57,678 $5.7M 3.4% +9,027 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 43,971 $4.34M 0.13% -7,228 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 42,858 $4.23M 1.07% -1,535 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 38,355 $3.79M <0.01% +4,387 13F-HR Timeline Group Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 37,860 $3.74M 2.13% -4,580 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 37,812 $3.73M 0.01% -679 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 33,361 $3.29M <0.01% +16,945 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 29,519 $2.92M 0.01% +2,119 13F-HR/A Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 23,600 $2.33M 0.15% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 21,836 $2.16M 1.11% +8,297 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/ 20,447 $2.02M <0.01% +18,782 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,502 $1.83M <0.01% +13,640 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 17,412 $1.72M 0.06% -564 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 16,399 $1.62M 0.68% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,980 $1.38M <0.01% +11,631 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,810 $1.36M 0.25% +3,008 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,203 $1.21M <0.01% +7,027 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,061 $1.09M 0.01% -232 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,810 $969K 0.01% +1,942 13F-HR/A Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 9,000 $889K 0.47% -189 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 8,339 $824K 0.1% -1,417 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 6,826 $674K 0.59% +140 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 6,763 $668K 0.11% +1,179 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,292 $621K <0.01% +2,583 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 6,089 $602K <0.01% +308 13F-HR/A Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,518 $545K 0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,052 $499K <0.01% +412 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,238 $419K <0.01% 0 13F-HR Timeline Group Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,192 $414K 0.25% +379 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,033 $398K <0.01% -15,733 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,930 $388K <0.01% -52 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,919 $387K 0.01% 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 3,876 $383K 0.26% -315 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,814 $377K 0.06% -538 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,692 $365K <0.01% +91 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,582 $353K 0.09% +87 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 Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,389 $335K 0.1% +2 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,079 $304K <0.01% -145 13F-HR Timeline Group Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,856 $282K 0.1% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,655 $262K 0.06% -700 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,648 $262K <0.01% +6 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,618 $259K <0.01% -8,855 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,575 $254K <0.01% -1,547 13F-HR Timeline Group Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,520 $249K 0.11% +232 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,369 $233K <0.01% 0 13F-HR Timeline 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 American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,459 $144K 0.07% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 983 $97.1K <0.01% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 868 $85.7K <0.01% -20 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 548 $54.1K <0.01% +66 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 437 $43.2K <0.01% -6,939 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 430 $42.5K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 331 $32.7K <0.01% -10,078 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 125 $12.4K 0.01% +1 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% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 64 $6.32K <0.01% +1 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 21 $2.07K <0.01% new 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 21 $2.07K <0.01% +19 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 11 $1.09K <0.01% -1 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6 $593 <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6 $593 <0.01% 0 13F-HR Timeline 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.