STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,222,997 $254M 0.21% +150,252 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/ 1,068,393 $122M 0.01% -805 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 772,000 $88.2M 2.87% -2,400 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 390,238 $44.6M 1.95% +6,741 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 360,054 $41.1M 1.58% -9,020 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 348,434 $39.8M 0.01% +78,743 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 323,146 $36.9M <0.01% -14,237 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 304,748 $34.8M 0.01% -8,718 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 284,423 $32.5M 4.76% +537 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 284,370 $32.5M 0.18% -11,106 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 264,950 $30.3M 0.03% +538 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 264,884 $30.2M 0.46% +13,561 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 252,790 $28.9M 0.02% -26,015 13F-HR Timeline Group DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 251,532 $28.7M 1.17% +2,912 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 179,720 $20.5M 0.02% +3,438 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 173,882 $19.9M <0.01% +5,684 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 168,089 $19.2M 1.07% -38,983 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 143,137 $16.3M 2.13% -2,245 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 115,285 $13.2M 2.07% -4,369 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 99,998 $11.4M 0.37% -2 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 83,605 $9.55M 6.01% -85 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 82,322 $9.4M 4.51% +607 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 78,669 $8.98M <0.01% +11,551 13F-HR Timeline Group Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 78,386 $8.95M 5.35% +1,759 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 77,153 $8.81M +20,508 Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 70,423 $8.04M 0.06% +31,159 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 67,089 $7.66M 0.01% +29,841 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 66,201 $7.56M 0.01% -10,472 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 61,853 $7.06M 0.46% +1,018 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 50,101 $5.72M 0.02% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 45,650 $5.21M <0.01% +4,770 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 45,476 $5.19M 1.3% -191 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 42,411 $4.84M 0.06% +2,566 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 39,906 $4.56M 0.04% +4,723 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 38,655 $4.41M 0.46% +104 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 29,032 $3.32M 0.01% -2,829 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 27,663 $3.16M 0.11% -176 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 26,764 $3.06M <0.01% +6,255 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 26,621 $3.04M <0.01% +1,107 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 25,067 $2.86M 0.16% +51 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 24,862 $2.84M 0.04% +5,888 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 23,847 $2.72M <0.01% +10 13F-HR Timeline Group Pembroke Management, LTD More: the full row for Pembroke Management, LTD 23,623 $2.7M 0.35% 0 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 22,600 $2.58M <0.01% -41,856 13F-HR/A Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 21,642 $2.47M 0.08% -3,097 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 21,479 $2.45M 0.46% +851 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 20,498 $2.34M 0.29% +600 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,959 $2.18M <0.01% +1,851 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,971 $2.15M <0.01% +4,442 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 18,606 $2.12M 0.25% +4,915 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 18,326 $2.09M 0.32% +4,601 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 18,084 $2.07M 0.01% 0 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 17,911 $2.05M <0.01% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,686 $2.02M <0.01% +60 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 17,115 $1.95M 0.04% +1,471 13F-HR Timeline Group Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 16,499 $1.88M 0.67% -129 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 16,000 $1.83M 0.06% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 15,640 $1.79M 0.1% -595 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 15,414 $1.76M 0.39% +1,033 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 15,099 $1.72M 0.15% +2,891 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,936 $1.59M <0.01% -1,714 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,591 $1.55M <0.01% +2,453 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 12,925 $1.48M 0.02% -1,080 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 12,128 $1.38M 0.97% -2,252 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,585 $1.32M <0.01% +6,332 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 11,488 $1.31M 0.33% +14 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10,953 $1.25M 0.09% -3,468 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,812 $1.23M 1.24% +77 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 9,974 $1.14M 0.14% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 9,960 $1.14M 0.46% -600 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 9,850 $1.14M 0.14% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,679 $1.11M 0.02% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,422 $1.08M 0.05% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,095 $1.04M 0.14% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 8,884 $1.01M 0.09% +435 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 8,834 $1.01M 0.25% -3,157 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,831 $1.01M 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,805 $1M 0.02% +719 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 8,288 $946K 0.55% +22 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 7,978 $911K 0.12% 0 13F-HR Timeline Group Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 7,800 $891K 0.64% -112 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,700 $879K 0.06% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,364 $841K 0.01% -3,253 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 6,675 $762K 0.33% +8 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 6,626 $757K 0.3% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,595 $753K 0.04% -50 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,593 $753K <0.01% +3 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,451 $737K 0.02% +3,957 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,426 $734K 0.09% 0 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 6,397 $730K 0.4% -235 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,278 $716K <0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,947 $679K <0.01% -762 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,851 $668K <0.01% -416 13F-HR/A Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,749 $656K 0.09% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,500 $628K 0.34% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,689 $535K 0.02% +1 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,674 $534K <0.01% +1,803 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,525 $517K <0.01% 0 13F-HR Timeline Group Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 4,518 $516K 0.16% -335 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,337 $495K <0.01% -10,476 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,064 $464K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,706 $423K <0.01% +600 13F-HR Timeline Group HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 3,672 $419K 0.05% new 13F-HR/A Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 3,511 $414K 2.05% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,577 $408K <0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,479 $397K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,360 $384K 0.01% +911 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,225 $368K 0.01% -304,829 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 3,165 $361K 0.13% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,032 $346K 0.02% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,946 $336K <0.01% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,936 $335K 0.07% -478 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,923 $334K 0.02% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,640 $301K <0.01% +593 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,513 $287K <0.01% 0 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,502 $286K 0.11% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,306 $263K 0.1% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,043 $233K <0.01% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,041 $233K <0.01% new 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 1,949 $223K 0.27% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,942 $222K 0.02% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,925 $220K <0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,919 $219K <0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,883 $215K 0.01% new 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,835 $210K 0.12% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,759 $201K 0.06% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,754 $200K <0.01% new 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,540 $176K <0.01% +870 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,500 $171K 0.02% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,448 $165K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,145 $131K 0.01% -501 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,147 $131K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,111 $127K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,106 $126K 0.05% +120 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,090 $124K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 976 $111K <0.01% +3 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/ 950 $108K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 802 $91.6K <0.01% 0 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 745 $85K 0.06% -6 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 404 $46.1K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 305 $34.8K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 292 $33.3K <0.01% +1 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 191 $22K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 92 $10.5K <0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 86 $9.83K <0.01% -1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 83 $9.48K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 50 $5.73K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 37 $4.22K <0.01% -404 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 30 $3.44K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 30 $3.43K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 19 $2.17K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 15 $1.71K <0.01% -4 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11 $1.26K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $114 <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 0 $28 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.