BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 514,550 $17.4M 0.01% -15,700 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 368,909 $12.5M 0.04% +340,000 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/ 346,302 $11.7M <0.01% -17,185 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 327,778 $11.1M <0.01% +119,195 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 197,467 $6.69M <0.01% +422 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 84,708 $2.87M <0.01% +5,819 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 77,500 $2.63M 0.01% +73,000 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 77,210 $2.62M <0.01% -20,507 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 76,186 $2.58M <0.01% +8,421 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 45,188 $1.53M 0.06% -14,052 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 43,666 $1.48M 0.04% -13,674 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 34,788 $1.18M 0.46% -1,936 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 27,785 $941K 0.02% +11,548 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 25,133 $852K 0.02% -57 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 21,135 $716K 0.09% +2,956 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 20,514 $695K <0.01% -101 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,942 $664K <0.01% +8,519 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 13,423 $455K <0.01% +5,137 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 12,157 $412K 0.03% -2,245 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,903 $403K <0.01% -8,201 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,701 $363K <0.01% -10,033 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,923 $336K 0.01% -1,250 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,310 $315K <0.01% -1,019 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,181 $277K <0.01% -73 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,050 $273K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,938 $269K <0.01% -46 13F-HR Timeline Group BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 7,538 $255K 0.2% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,143 $242K <0.01% -827 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,115 $241K <0.01% +823 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,894 $234K 0.03% +46 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,721 $228K 0.04% +90 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,205 $210K 0.07% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 6,092 $206K 0.08% -100 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,514 $187K <0.01% -1,093 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,686 $157K <0.01% +2,108 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,466 $151K <0.01% +104 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,604 $88.2K <0.01% +16 13F-HR/A Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,768 $59.9K <0.01% -8,717 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,627 $55.1K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,374 $46.5K <0.01% -286 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 772 $26.2K <0.01% +25 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 650 $22.1K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 583 $19.8K <0.01% -139 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 553 $18.7K 0.01% +3 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 544 $18.4K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 462 $15.7K <0.01% 0 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/ 361 $12.2K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 318 $10.8K <0.01% -508 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 310 $10.5K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 246 $8.34K <0.01% -424 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 216 $7.33K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 210 $7.1K <0.01% -12 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 200 $6.78K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 177 $6K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 96 $3.25K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 76 $2.58K <0.01% +75 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 75 $2.54K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 74 $2.51K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 66 $2K <0.01% -15 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 50 $1.7K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 11 $388 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11 $373 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 9 $305 <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 8 $271 <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2 $68 <0.01% new 13F-HR/A Timeline Group