LPL Financial LLC More: the full row for LPL Financial LLC 9,973,522 $367M 0.1% +1,394,567 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,985,050 $147M 0.01% +353,957 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,820,733 $141M 0.09% +105,872 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/ 3,739,928 $138M 0.01% +388,570 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,510,860 $92.4M 0.02% +5,172 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,405,138 $88.6M 0.03% +246,852 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,205,917 $81.2M 0.17% -224,474 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,919,192 $70.7M +176,113 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,419,817 $52.3M 1% +60,716 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,394,108 $51.3M 0.01% -296,151 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,392,971 $51.3M 0.06% +54,177 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,382,391 $50.9M 0.01% +61,882 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,362,608 $50.2M 0.05% +42,948 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,309,172 $48.2M 0.06% -20,363 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,268,455 $46.7M 0.04% +287,427 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for Equitable Holdings, Inc. 570,221 $21M 0.14% +44,439 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 562,298 $20.7M 0.05% +21,238 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 532,185 $19.6M 0.15% 13F-HR/A Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 482,833 $17.8M 4.12% +31,965 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 452,727 $16.7M 7.62% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 427,732 $15.7M 0.04% +73,287 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 407,694 $15.7M 4.37% -35,888 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 380,444 $14M 5.77% -17,131 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 375,218 $13.8M 0.21% +745 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 360,000 $13.3M 0.02% +134,113 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 353,895 $13M 2.47% +53,805 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 353,280 $13M 0.21% -3,383 13F-HR/A Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 352,981 $13M 0.89% +233 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 348,095 $12.8M 2.84% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 337,224 $12.4M 2.4% +1,062 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 300,283 $11.1M 0.06% +1,110 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 266,584 $9.82M 8.12% +7,841 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 266,549 $9.81M 0.02% -87,271 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 244,085 $8.99M 0.7% 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 241,000 $8.87M 1.86% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 231,027 $8.51M 0.01% +11,850 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 196,985 $7.33M 0.01% +13,817 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 189,743 $6.99M 0.08% +4,072 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 188,422 $6.94M 0.67% +7,332 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 185,656 $6.84M 0.04% +10,171 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 179,050 $6.59M 0.28% -23,053 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 178,766 $6.58M 0.04% -4,014 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 174,343 $6.42M 5.38% -2,555 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 165,724 $6.1M 1.21% -298 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 164,982 $6.07M 2.88% +26,856 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 161,961 $5.96M 3.92% 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 160,489 $5.91M 2.59% +7,765 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 157,664 $5.81M 0.13% +16,837 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 138,576 $5.1M <0.01% +100,974 13F-HR Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 137,250 $5.05M 3.19% -3,829 13F-HR/A Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 136,935 $5.04M 1.45% +7,275 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 134,780 $4.96M 0.37% +3,300 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 132,468 $4.88M 0.17% +1,678 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 132,177 $4.87M 1.26% +2,817 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 131,480 $4.84M 0.54% +14,514 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 127,193 $4.68M 3.05% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 127,060 $4.68M 0.07% +17,165 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 122,065 $4.49M 2.04% +3,251 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 119,483 $4.4M 3% +3,618 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 118,338 $4.36M 2.36% +915 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 114,569 $4.22M 0.04% +2,504 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 114,202 $4.2M 0.15% +3,742 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 113,258 $4.17M 1.1% +7,338 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 112,633 $4.15M 0.09% +3,113 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 112,579 $4.15M 3.12% 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 101,676 $3.74M 0.01% +36,378 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 97,636 $3.59M 0.04% +12,097 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 95,638 $3.52M 0.01% -138,541 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 90,102 $3.49M 0.48% 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 93,975 $3.46M 0.2% +10 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 92,896 $3.42M 0.07% +5,054 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 91,759 $3.38M 0.51% +23,578 13F-HR Timeline CROBAN More: the full row for CROBAN 91,465 $3.37M 1.62% +45,840 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 91,251 $3.36M 0.01% +2,642 13F-HR Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 90,632 $3.34M 2.72% 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 87,172 $3.21M <0.01% -44,049 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 84,299 $3.12M 0.21% +3,603 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 77,624 $2.89M 0.84% +6,311 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 73,359 $2.7M 0.1% +31,927 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 69,367 $2.7M 0.3% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 70,835 $2.61M 0.08% +57,288 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 64,281 $2.6M 0.44% +9,736 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 66,938 $2.46M 1.76% 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 65,924 $2.43M 1.83% +13,707 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 61,696 $2.38M 0.79% -61,632 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 62,962 $2.32M 1.41% +7,313 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 61,733 $2.27M 0.06% +640 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 61,656 $2.27M 1.75% -3,244 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 61,361 $2.26M 0.18% -1,550 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 61,230 $2.25M 0.05% +1,377 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 60,338 $2.22M 0.04% +4,009 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 59,460 $2.19M 0.13% -1,180 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 58,480 $2.15M 0.48% +182 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 57,891 $2.13M 0.91% +537 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 57,349 $2.11M 0.4% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 56,729 $2.09M 0.07% -3,527 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 56,624 $2.08M 0.1% +571 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 56,458 $2.08M 1.69% +10,474 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 55,784 $2.05M 0.23% +671 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 55,076 $2.03M 0.08% new 13F-HR Timeline Group LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 54,364 $2M 1.45% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 53,584 $1.97M 0.38% +2,641 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 53,117 $1.96M 1.34% +20,843 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 50,388 $1.86M 0.55% +2,657 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 48,970 $1.8M 0.13% +631 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 48,247 $1.78M 0.3% +6,096 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 47,025 $1.73M 0.45% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 45,725 $1.68M 0.14% -1,500 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 45,648 $1.68M 0.03% +5,395 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 43,158 $1.59M 0.06% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 42,762 $1.57M 0.02% -4,350 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 41,888 $1.54M 0.01% +1,681 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 41,527 $1.53M 0.01% +9,282 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 41,471 $1.53M 0.03% +3,298 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 38,808 $1.43M 0.78% +11,649 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 38,549 $1.42M 0.02% +6,774 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 38,521 $1.42M <0.01% +13,058 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 38,507 $1.42M 0.07% +25,871 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 37,131 $1.37M 0.04% +489 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 36,410 $1.34M 0.01% +26,718 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 35,827 $1.32M <0.01% +1,932 13F-HR/A Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 35,598 $1.31M 0.06% -1,361 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 33,871 $1.29M 0.04% -2,448 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 34,699 $1.28M 0.06% +12,561 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 34,042 $1.25M 0.02% +7,072 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 33,714 $1.24M <0.01% -690 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 33,244 $1.22M 0.59% +2,770 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 32,441 $1.19M 1.47% -75,007 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 31,660 $1.17M 0.02% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 30,586 $1.13M 0.39% +24,658 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 30,371 $1.12M 0.13% +1,327 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 29,992 $1.1M 0.02% +2,242 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 29,306 $1.08M 1.06% +7,908 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 28,786 $1.06M <0.01% +8,884 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 28,783 $1.06M 0.12% +3,975 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 28,710 $1.06M 0.03% +5,164 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 28,684 $1.06M 0.43% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 28,441 $1.05M 0.04% +16,353 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 28,243 $1.04M 0.06% -1,698 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 27,638 $1.02M 0.11% +889 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 27,539 $1.01M 0.64% 13F-HR/A Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 27,167 $1M 0.82% +4,026 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 27,040 $1000K 0.01% +282 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 26,813 $987K <0.01% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 26,593 $979K 0.11% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 26,165 $968K 0.1% +3,428 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 25,978 $957K 0.53% +2,342 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 25,945 $955K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 25,773 $949K 0.06% +279 13F-HR Timeline Group Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 24,730 $911K 0.39% +261 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 23,605 $907K 0.15% +516 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 24,523 $903K 0.06% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 24,432 $900K 0.03% +4,428 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 23,738 $874K <0.01% new 13F-HR/A Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 23,495 $865K 0.08% -4,227 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 21,716 $800K 0.27% +1,950 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 21,579 $795K 0.44% +1,179 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,036 $775K 0.01% +507 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 20,346 $749K 0.06% +1,072 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19,977 $736K 0.04% +5,789 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 19,768 $728K 0.37% -16 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 19,713 $727K 0.45% +7,638 13F-HR/A Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 19,657 $724K 0.02% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 19,342 $712K 0.01% +127 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 18,999 $700K <0.01% +4,031 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 17,770 $654K <0.01% +2,856 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 17,605 $648K 0.42% +3,374 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/ 16,783 $618K <0.01% +2,208 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 16,407 $604K 0.03% +87 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,648 $576K 0.03% +3,969 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 15,428 $568K <0.01% -9,772 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 15,309 $564K 0.04% -265 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 14,937 $550K 0.01% -448 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 14,239 $524K 0.04% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 13,985 $515K 0.01% -6,355 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 13,867 $511K <0.01% +1,709 13F-HR/A Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 13,733 $506K 0.43% new 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 13,427 $494K 0.34% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 13,266 $488K 0.02% new 13F-HR Timeline Total Clarity Wealth Management, Inc. 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