Financial Advisors, LLC More: the full row for Financial Advisors, LLC 1,731,849 $61.2M 11.4% -19,535 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 632,769 $22.4M 0.37% +72,492 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 415,231 $14.7M 0.07% -31,601 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 397,056 $14M 0.56% +30,589 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 368,101 $13M 0.13% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 248,812 $8.8M <0.01% -65,890 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 217,635 $7.69M 0.04% +28,659 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 139,066 $4.92M 0.01% -38,079 13F-HR Timeline Group STAR Financial Bank More: the full row for STAR Financial Bank 104,386 $3.69M 2.34% +11,226 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 65,146 $2.3M 0.09% +45,103 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 61,082 $2.16M <0.01% +51,491 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/ 56,730 $2.01M <0.01% +7,277 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 51,865 $1.83M 0.02% +5,840 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 48,723 $1.72M 0.02% -31,415 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 39,512 $1.4M 0.07% -57,144 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 37,377 $1.32M <0.01% -16,475 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 35,940 $1.27M <0.01% +24,009 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 34,929 $1.23M 0.01% +21,208 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 33,180 $1.17M 0.02% +3,696 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31,324 $1.1M <0.01% +317 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 29,566 $1.05M 0.03% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 26,064 $921K 0.23% +86 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,368 $579K <0.01% -273 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 13,934 $493K 0.12% +5,748 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,862 $490K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,802 $417K <0.01% -130 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,171 $360K <0.01% -246,361 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,479 $335K <0.01% -117 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,080 $322K 0.01% -983 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,994 $318K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,923 $280K <0.01% -1,025 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 7,911 $280K 0.19% +1,208 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,302 $223K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,303 $117K <0.01% 0 13F-HR/A Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2,930 $84.9K 0.95% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,077 $73.4K 0.01% +1,200 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,663 $58.8K 0.04% +226 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,387 $49K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,485 $47.8K <0.01% -720 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,304 $46.1K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,117 $39.5K <0.01% +189 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,024 $36.2K <0.01% new 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 688 $24.3K 0.01% +44 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 231 $8.17K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 176 $6.22K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 16 $565 <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $61 <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $31 <0.01% -1,004 13F-HR Timeline Group 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.