AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,734,347 $271M 0.07% -241,340 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,223,299 $242M 0.09% -341,541 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,523,129 $202M 0.05% +219,493 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,316,810 $190M 0.18% -22,302 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,845,929 $163M 0.01% -27,770 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,269,476 $130M 0.05% +251,914 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,176,266 $125M 0.03% +77,893 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,862,626 $107M 0.15% +39,082 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,649,521 $94.5M 0.08% -85,599 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,483,348 $85M 0.02% +8,902 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,126,036 $64.5M 0.39% +38,744 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/ 913,450 $52.3M <0.01% -97,295 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 859,667 $49.3M 7.14% +166,208 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 831,001 $47.6M 6.08% +34,002 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 796,488 $45.4M 0.04% +266,493 13F-HR/A Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 639,594 $40.7M 0.09% -31,515 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 619,743 $35.5M 0.01% +34,299 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 616,916 $35.4M 3.68% +56,650 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 611,312 $34.1M 13.81% +21,435 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 591,762 $33.9M 0.21% +6,588 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 585,915 $33.6M 0.07% -125,025 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 488,658 $28M 6.26% +27,583 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 414,074 $23.7M 0.78% +41,846 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 413,535 $23.7M 0.06% -456,409 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 358,481 $20.5M 0.07% -73,880 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 341,910 $19.6M 0.03% +46,717 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 280,702 $16.1M 0.76% +109,949 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 263,326 $15.1M 0.2% +1,879 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 252,308 $14.5M 0.03% +49,143 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 239,946 $13.7M 2.61% +6,096 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 227,393 $13M 3.54% +4,672 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 220,960 $12.7M 0.19% +24,359 13F-HR Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 218,218 $12.5M 1.98% -27,295 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 208,563 $12M 1.72% -2,010 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 199,470 $11.4M 5.96% +2,958 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 194,540 $11.1M +7,105 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 186,824 $10.7M 0.12% +23,441 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 185,675 $10.6M 2.45% +71,762 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 175,505 $10.5M 4.1% -10,536 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 156,579 $8.92M 0.09% -78,842 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 151,021 $8.65M +6,297 Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 143,541 $8.22M 0.53% +10,319 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 131,744 $7.55M 0.33% -5,165 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 122,626 $7.03M 2.48% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 120,184 $6.89M 0.02% +4,518 13F-HR Timeline Group Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 112,588 $6.45M 2.24% +2,331 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 109,556 $6.28M 0.14% -2,513 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 107,947 $6.19M 0.46% -15,376 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 104,606 $5.99M 5.21% +74,758 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 98,663 $5.65M 0.01% -8,112 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 94,820 $5.43M 0.73% -12,535 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 93,468 $5.36M 3.3% -10,948 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 93,406 $5.35M 4.73% -1,018 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 93,359 $5.35M 0.01% -2,677 13F-HR Timeline Group FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 83,453 $5.03M 3.86% -809 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 83,547 $4.79M 0.01% -21,314 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 83,380 $4.78M 0.41% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 78,259 $4.48M 0.14% -93 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 74,115 $4.25M 0.24% +4,679 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 70,892 $4.06M 0.63% -25,195 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 70,676 $4.05M 0.03% +209 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 68,313 $3.91M 0.02% -17,657 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 67,094 $3.84M 0.19% +5,583 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 65,550 $3.76M 1.46% +20,872 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 65,321 $3.74M 0.05% +1,819 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 64,143 $3.68M 1.69% -3,816 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 60,432 $3.46M 0.29% -1,948 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 60,305 $3.46M 2.57% +4,313 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 59,824 $3.43M 3.2% -9,210 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 57,878 $3.32M 0.44% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 55,011 $3.14M 0.1% +14,631 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 51,268 $2.94M 2.12% -149,745 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 48,301 $2.77M 0.03% +13,653 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 47,501 $2.72M 0.7% -508 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 47,228 $2.71M 0.39% -10,675 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 47,146 $2.7M 0.19% +2,504 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 46,815 $2.68M 0.1% +11,572 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 45,179 $2.59M <0.01% +11,137 13F-HR Timeline Group Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 44,859 $2.57M 2.18% +8,655 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 43,225 $2.48M 0.1% +1,961 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 36,901 $2.42M 1.21% 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 37,072 $2.23M 0.9% +624 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 37,872 $2.17M 0.23% -147,477 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 37,658 $2.16M 0.03% -1,242 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 37,424 $2.14M 0.19% +2,031 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 36,631 $2.1M 0.01% +511 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 36,561 $2.09M 0.97% -9,462 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 34,127 $1.96M 0.02% -66,281 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 33,339 $1.91M 0.04% +14,388 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 33,250 $1.91M 0.25% -2,259 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 32,821 $1.88M 0.19% -145 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 32,687 $1.87M 0.1% -5,277 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 32,196 $1.84M 0.15% -874 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 31,690 $1.82M 0.01% +6,692 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 29,809 $1.71M 0.48% +311 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,185 $1.67M <0.01% +3,141 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 28,623 $1.64M 0.22% +65 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 26,398 $1.51M 0.16% +1,102 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,910 $1.48M 0.04% +3,732 13F-HR Timeline Group SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 25,406 $1.46M 1.21% +1,037 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 25,380 $1.45M 0.14% +348 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 24,816 $1.42M 0.46% -6,480 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 24,116 $1.38M 0.01% -4,356 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 23,922 $1.37M 0.13% -669 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 23,359 $1.34M 0.39% -471,374 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 23,058 $1.32M 0.03% -278,003 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 23,011 $1.32M 0.57% +786 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 22,390 $1.28M 0.65% -62,787 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 21,938 $1.26M 0.67% -175 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 21,825 $1.25M <0.01% +758 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 21,727 $1.24M <0.01% -9,873 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 21,264 $1.22M 0.05% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,046 $1.15M <0.01% -1,998 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,836 $1.14M 0.03% +19,515 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 19,845 $1.14M 0.21% +708 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 18,623 $1.07M 0.41% -513 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 17,741 $1.02M 0.08% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 16,858 $966K 0.07% -1,626 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 16,800 $963K 0.01% +4,700 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,408 $940K 0.04% +10,733 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 16,248 $931K 0.09% +2,030 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 15,421 $884K 0.11% -125 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15,044 $857K 0.13% +3,367 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,596 $836K 0.06% +252 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 13,558 $777K 0.19% +8,233 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,481 $772K 0.18% +32 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 13,414 $769K 0.02% new 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,661 $721K 0.03% +84 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 11,924 $683K 0.12% -674 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,049 $633K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,915 $625K 0.04% -17 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,712 $614K 0.02% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,243 $587K <0.01% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 9,994 $573K 0.26% -2,046 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,929 $569K 0.07% -2,974 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,919 $568K 0.01% +2,069 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 9,890 $567K 0.16% -3,345 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,604 $550K <0.01% -1,922 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 9,268 $531K 0.26% -1,883 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,860 $508K 0.05% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 8,649 $496K 0.19% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,388 $481K 0.06% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,216 $471K <0.01% +3,872 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,156 $467K <0.01% +2,023 13F-HR Timeline Group Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 8,133 $466K 0.18% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,820 $448K <0.01% +38 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,813 $448K 0.01% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 7,549 $433K 0.04% -5,692 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 7,548 $433K 0.21% -677 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,532 $432K <0.01% -641 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 7,478 $430K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,676 $428K <0.01% -248 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,895 $395K <0.01% -2,429 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 6,401 $382K 0.07% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,663 $382K 0.06% +308 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,659 $382K 0.02% +584 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,547 $376K 0.17% -45 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 7,131 $375K 0.16% -221 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,412 $367K <0.01% -5,613 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,380 $366K 0.06% +2,296 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 6,257 $359K 0.16% +785 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 6,256 $358K 0.05% -6,256 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,129 $351K <0.01% +917 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,959 $341K <0.01% +2,435 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 5,828 $334K 0.1% +67 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 5,529 $317K 0.21% -48 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,485 $314K 0.02% +1,320 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,411 $310K 0.03% +500 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 5,206 $298K 0.11% 0 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 5,173 $296K 0.1% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,876 $279K <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/ 4,811 $275K <0.01% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,783 $274K <0.01% +1,308 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 4,548 $261K 0.2% -45 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,531 $260K 0.01% -1,366 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,387 $251K 0.03% +540 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,290 $246K 0.06% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,199 $241K 0.07% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,055 $232K 0.01% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 4,034 $231K <0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,782 $217K <0.01% -518 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,748 $215K 0.08% -1 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,746 $215K 0.01% +135 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,638 $208K 0.03% -45 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,574 $205K 0.02% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 3,529 $202K 0.19% +100 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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