Allianz SE in group Allianz SE More: the full row for Allianz SE 249,000 $24.6M 0.27% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 201,752 $20M 0.93% +3,987 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 122,214 $12.1M <0.01% -13,325 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 97,116 $9.61M 2.32% +1,332 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 81,178 $8.03M 0.22% -1,212 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 54,983 $5.44M <0.01% +12,199 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 52,147 $5.16M 1.19% +19,698 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 48,147 $4.76M 0.12% +644 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 44,744 $4.43M 2.33% +436 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 43,099 $4.25M 0.01% -23,897 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 39,703 $3.93M <0.01% -140 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/ 36,759 $3.64M <0.01% +12,303 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 35,333 $3.5M <0.01% -1,000 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 25,419 $2.51M <0.01% +19,581 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 16,705 $1.65M 0.22% +929 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 16,263 $1.61M 0.62% 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 14,983 $1.48M 0.04% +1,582 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 13,764 $1.36M 0.54% -846 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,137 $1.3M <0.01% +4,028 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 12,940 $1.28M 0.25% -290 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,478 $1.13M 0.05% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 11,153 $1.1M 0.01% 0 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,635 $1.05M 0.01% 0 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 9,160 $906K 0.48% +820 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 8,758 $866K 0.11% +190 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,748 $865K 0.02% +81 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,364 $827K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,074 $700K <0.01% -14,281 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,602 $653K <0.01% +2,926 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,532 $646K <0.01% +2,780 13F-HR Timeline Group AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 6,470 $640K 0.44% -476 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 6,327 $626K <0.01% +252 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,978 $591K 0.07% +195 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 5,694 $563K 0.14% -101 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 5,631 $557K 0.47% -3 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,855 $480K <0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,257 $421K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,950 $391K <0.01% -1 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,844 $380K <0.01% -14,939 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,763 $372K 0.06% -40 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,732 $369K 0.1% 0 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 3,702 $366K 0.25% +229 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,611 $357K 0.09% -112 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,566 $353K <0.01% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,524 $349K 0.01% +1,226 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,498 $346K <0.01% -7,554 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,961 $293K 0.02% +17 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,715 $269K 0.09% -101 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,648 $262K 0.01% +104 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,572 $254K 0.02% +228 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,545 $252K <0.01% -583 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,511 $248K <0.01% -224 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,283 $226K 0.01% +21 13F-HR Timeline Group Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,202 $218K 0.09% -4 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 Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,037 $201K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,002 $198K 0.04% -53 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,849 $183K 0.09% -59,206 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,459 $144K 0.06% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,238 $122K <0.01% +201 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 950 $94K 0.01% +55 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 880 $87.1K <0.01% +4 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 637 $63K 0.03% +54 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 466 $46.1K <0.01% -13 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 430 $42.5K <0.01% 0 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 347 $34.4K <0.01% +3 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 288 $28.5K <0.01% -323 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 195 $19.3K <0.01% new 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% 0 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 $9.3K <0.01% 0 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 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