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 0.92% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 212,513 $21M 1.09% +15,166 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 115,505 $11.4M <0.01% +7,940 13F-HR/A Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 110,687 $10.9M 2.72% +6,678 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 62,945 $6.21M 0.01% +2,244 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 59,363 $5.87M 3.29% +1,685 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 44,702 $4.42M 0.12% +731 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 42,949 $4.25M 1% +91 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 41,679 $4.12M 2.18% +3,819 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 39,678 $3.92M <0.01% +1,323 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 37,530 $3.71M <0.01% +4,169 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 36,833 $3.64M 0.01% -979 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/ 24,300 $2.4M <0.01% +3,853 13F-HR/A Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 23,561 $2.33M 0.15% -39 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 21,779 $2.15M <0.01% -7,740 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 16,959 $1.68M 0.05% -453 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 16,683 $1.65M 0.78% -5,153 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 16,221 $1.6M 0.62% -178 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,083 $1.59M <0.01% +2,103 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 15,433 $1.53M 0.24% +1,623 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,444 $1.13M 0.06% +7,944 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 11,068 $1.09M 0.01% +5,550 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,859 $1.07M 0.01% -202 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,835 $1.07M 0.01% +1,025 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,021 $892K <0.01% -3,182 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,000 $890K 0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,577 $848K 0.02% new 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 7,077 $700K 0.11% +314 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 6,908 $683K 0.5% +82 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 6,055 $599K <0.01% -34 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,377 $532K 0.06% -2,962 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,049 $499K <0.01% -3 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,771 $472K 0.27% +579 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,930 $389K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,919 $387K 0.01% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,803 $376K 0.06% -11 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,679 $364K <0.01% -13 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,566 $353K <0.01% -672 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,458 $342K <0.01% +379 13F-HR Timeline Group Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,430 $339K 0.09% +41 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 3,432 $338K 0.25% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,332 $329K <0.01% +757 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,054 $302K <0.01% -15,448 13F-HR Timeline Group Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,856 $282K 0.09% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,697 $267K 0.02% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,655 $262K 0.06% 0 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,620 $259K 0.17% new 13F-HR/A Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,230 $220K 0.09% -290 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,188 $216K 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 2,101 $208K <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,459 $144K 0.07% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 872 $86.2K <0.01% +4 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 611 $60.4K <0.01% +63 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 454 $44.9K <0.01% +17 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 430 $42.5K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 365 $36.1K <0.01% -618 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200 $19.8K <0.01% new 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 177 $17.5K 0.01% +52 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 175 $17.3K <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 160 $15.8K <0.01% -35 13F-HR Timeline Group 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 $9.29K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 31 $3.06K <0.01% -300 13F-HR Timeline 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 AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6 $593 <0.01% 0 13F-HR Timeline