Cetera Investment Advisers More: the full row for Cetera Investment Advisers 605,102 $36.4M 0.04% +9,131 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 394,182 $23.7M 3.64% -4,844 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 326,814 $19.7M 2.28% -11,693 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 150,955 $9.08M <0.01% +25,365 13F-HR/A Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 140,349 $8.44M 0.01% new 13F-HR Timeline Group CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 140,226 $8.43M 5.4% -1,065 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 90,730 $5.46M 0.36% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 70,019 $4.21M <0.01% +44,447 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 47,559 $2.86M <0.01% +538 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 40,732 $2.45M 0.03% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 26,036 $1.57M <0.01% +24 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/ 18,469 $1.11M <0.01% -922 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,407 $1.05M <0.01% new 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 15,050 $938K 0.14% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 14,176 $853K <0.01% -8,599 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,072 $726K <0.01% +1,258 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 10,940 $658K <0.01% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 10,660 $641K <0.01% +17 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,032 $603K <0.01% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,049 $544K 0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,909 $536K <0.01% +176 13F-HR Timeline Group Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 7,850 $472K 0.24% +544 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 7,702 $463K 0.21% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,569 $455K <0.01% +4,856 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,543 $393K <0.01% -11,732 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,798 $349K 0.01% -126 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,462 $328K <0.01% new 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 5,335 $321K 0.22% +19 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,141 $309K 0.01% 0 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,126 $308K 0.01% +69 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,827 $290K <0.01% +345 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,535 $273K <0.01% +901 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,210 $253K <0.01% +1,260 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 4,164 $250K 0.05% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 3,591 $249K 0.11% -276 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,110 $247K <0.01% +457 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,698 $222K <0.01% +3,408 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,486 $210K <0.01% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,716 $166K 0.03% new 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 2,742 $165K 0.04% +1,967 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,858 $112K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,616 $97.2K <0.01% new 13F-HR Timeline NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 1,500 $90.2K 0.08% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,495 $89.9K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,395 $83.9K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,136 $68.3K 0.04% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,000 $60.1K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 700 $42.1K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 537 $32.3K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 300 $18K <0.01% -205 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 279 $16.8K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 180 $10.8K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 167 $10K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 160 $9.62K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 125 $7.52K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 95 $5.71K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 71 $4.27K <0.01% +42 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 63 $3.77K <0.01% 0 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 21 $1.26K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10 $615 <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2 $120 <0.01% 0 13F-HR Timeline Group