MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 176,904 $6.49M <0.01% +1,976 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 164,370 $6.03M <0.01% -31,270 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 136,297 $5M <0.01% +124,412 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 128,227 $4.7M <0.01% -4,571 13F-HR/A Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 116,413 $4.27M 0.75% +2,553 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 106,636 $3.91M <0.01% -6,672 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 82,905 $3.04M <0.01% +5,931 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 79,222 $2.91M <0.01% -49,098 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 74,611 $2.74M 0.01% +7,521 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 71,400 $2.68M 0.89% +3,034 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 62,657 $2.3M 0.01% +1,299 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 45,979 $1.69M 0.06% +35,020 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 45,275 $1.66M <0.01% +36,239 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 40,192 $1.51M 0.02% -29 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 40,329 $1.48M <0.01% -1,031 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 36,112 $1.32M 0.01% +1,476 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 35,951 $1.32M <0.01% -1,424 13F-HR Timeline Group INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 33,440 $1.23M 0.46% -8,501 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,714 $1.05M <0.01% new 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 27,705 $1.02M 0.17% +5,100 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 24,753 $908K 0.4% +1,364 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 23,780 $873K <0.01% -6,215 13F-HR Timeline Group BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 21,923 $821K 0.21% -5,891 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 22,356 $820K 0.58% +163 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 22,121 $811K 0.33% -1,052 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,732 $650K <0.01% -4,771 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 17,137 $629K 0.02% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 16,768 $615K 0.33% +768 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,109 $591K <0.01% -4,398 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,191 $557K 0.01% -1,567 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 11,244 $412K <0.01% -6,872 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,799 $396K 0.01% -3,960 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 10,586 $388K 0.19% +502 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 7,450 $273K 0.14% 0 13F-HR/A Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 7,259 $266K 0.2% +281 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,179 $263K 0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,075 $223K 0.02% 0 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,640 $134K <0.01% -2,035 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,335 $122K <0.01% -24 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,241 $119K <0.01% new 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 2,938 $108K 0.02% -3 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,579 $94.6K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,137 $80.3K 0.03% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,671 $61.3K 0.02% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,664 $61K <0.01% -70 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,297 $47.6K <0.01% +5 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,050 $38.5K <0.01% -267 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 924 $33.9K <0.01% 0 13F-HR/A Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 419 $15.4K <0.01% -148 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 386 $14.2K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 365 $13.4K <0.01% +170 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 333 $12.2K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 272 $9.98K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 263 $9.66K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 242 $8.88K <0.01% +17 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 182 $6.69K 0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 125 $4.57K <0.01% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 117 $4.28K <0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 95 $3.48K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 80 $2.93K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 54 $1.98K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 46 $1.69K <0.01% +17 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 31 $1.14K <0.01% +21 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 29 $1.07K <0.01% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 27 $1K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 22 $839 <0.01% -18,499 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 11 $403 <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10 $367 <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10 $367 <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7 $257 <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios.