Creative Planning in group Creative Planning More: the full row for Creative Planning 326,917 $6.45M 0.01% +20,161 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/ 176,800 $3.49M <0.01% -15,521 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 141,026 $2.78M 0.12% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 134,031 $2.64M 0.17% +11,567 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 131,142 $2.59M 0.82% +4,939 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 128,838 $2.54M 0.75% -473 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 119,030 $2.35M <0.01% +6,230 13F-HR Timeline Group Family Firm, Inc. More: the full row for Family Firm, Inc. 114,416 $2.26M 0.5% -33,998 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 103,557 $2.04M <0.01% -255 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 76,606 $1.51M <0.01% -13,464 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 61,926 $1.22M <0.01% -316 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 59,814 $1.18M 0.5% +5,577 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 58,015 $1.14M 0.04% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 50,340 $993K <0.01% -12,235 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 50,079 $988K 0.12% -9,996 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 40,744 $804K <0.01% new 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 40,710 $803K <0.01% +89 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 38,667 $763K <0.01% +7 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 24,989 $493K 0.22% -9,666 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 23,100 $456K 0.01% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 21,789 $430K <0.01% -1,078 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 21,372 $422K 0.3% -2,710 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 18,931 $374K <0.01% -1 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 18,448 $364K <0.01% -22,418 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 16,951 $334K <0.01% +552 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 16,180 $319K <0.01% -630 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 14,720 $317K 0.17% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 15,967 $315K 0.22% -21 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,661 $309K 0.03% +1,125 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 14,686 $290K 0.09% +45 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 13,897 $274K 0.01% +1,064 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 13,439 $265K <0.01% +792 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 12,657 $250K 0.03% 0 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 11,977 $236K <0.01% -1,780 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 11,590 $228K 0.01% +3,989 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,516 $207K <0.01% -3,409 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6,539 $129K 0.05% +900 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,976 $118K <0.01% -423 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,933 $117K 0.01% +509 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,822 $95.1K <0.01% +24 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4,065 $80.2K <0.01% -44 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,038 $79.7K <0.01% +2,019 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,189 $43.2K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,287 $25.4K <0.01% -1 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,009 $19.9K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 923 $18.2K <0.01% -300 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 547 $10.6K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 446 $8.8K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 300 $5.92K <0.01% 0 13F-HR/A Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 275 $5.43K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18 $355 <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 15 $296 <0.01% 0 13F-HR Timeline 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.