Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,502,683 $373M 0.71% -212,358 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 431,969 $29.3M 0.06% -45,716 13F-HR Timeline Group CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 336,780 $22.8M 7.38% -8,740 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 293,893 $19.9M 0.01% +4,840 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 257,669 $17.5M <0.01% +6,847 13F-HR/A Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 188,240 $15M 2.34% +188,235 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 220,572 $15M 0.08% +7,868 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 212,758 $14.4M 0.02% +3,666 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 183,375 $12.4M <0.01% +1,621 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 124,139 $8.42M 0.69% -7,028 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 117,691 $7.98M 0.01% +6,338 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 103,389 $7.01M 1.14% -2,848 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 97,792 $6.63M 0.48% -79 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 84,363 $5.72M 0.02% -11,561 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/ 69,283 $4.7M <0.01% -290 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 66,745 $4.53M 0.44% new 13F-HR/A Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 65,744 $4.46M 0.29% +15,450 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 63,683 $4.32M <0.01% -547 13F-HR/A Timeline Group Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 53,642 $3.64M 0.94% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 41,293 $2.8M 0.36% +897 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 38,356 $2.6M <0.01% +958 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 34,190 $2.32M -33,664 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 33,696 $2.29M <0.01% +8,194 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 31,493 $2.14M 0.15% -2,434 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 30,858 $2.09M <0.01% -3,263 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 29,432 $2M <0.01% +12,915 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 26,419 $1.79M 0.06% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 23,989 $1.63M <0.01% -554 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,266 $1.58M <0.01% new 13F-HR Timeline Group Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 21,920 $1.49M 0.38% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 20,601 $1.4M 0.01% +786 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 18,719 $1.27M 0.07% -397 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 18,534 $1.26M 0.62% +85 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 17,773 $1.21M <0.01% +372 13F-HR Timeline Group KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 13,634 $925K 0.08% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,890 $874K 0.17% -587 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 12,864 $873K 0.06% +5,449 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 11,883 $806K 0.09% +450 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,276 $765K 0.03% +1,101 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,548 $716K <0.01% -71,644 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,238 $694K <0.01% -202 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,080 $684K 0.01% new 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 9,202 $624K 0.77% -814 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,041 $613K <0.01% +3,772 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,005 $611K <0.01% +989 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,372 $568K 0.03% +1,220 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8,372 $568K 0.01% +1,220 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,117 $551K +3,957 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,045 $546K <0.01% +270 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,721 $524K <0.01% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 7,093 $481K 0.27% +638 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,653 $451K <0.01% -47 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,632 $450K 0.01% -6,759 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,624 $381K <0.01% +682 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,247 $356K <0.01% +838 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,728 $334K <0.01% +595 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,238 $287K <0.01% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,176 $283K <0.01% -966 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,880 $268K 0.04% new 13F-HR/A Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,914 $265K 0.02% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,864 $262K 0.06% -1,617 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,711 $252K 0.05% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,335 $226K <0.01% -82 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,177 $219K 0.05% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,159 $214K 0.05% +2 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,045 $207K 0.08% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,031 $206K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,023 $205K <0.01% 0 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,992 $203K 0.04% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,880 $195K 0.02% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,608 $177K <0.01% +89 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,365 $160K <0.01% 0 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 2,316 $157K 0.44% +3 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,300 $156K <0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,186 $148K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,955 $133K <0.01% -1,954 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,772 $120K <0.01% +1,498 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,490 $101K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,204 $81.7K 0.01% -20 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 923 $62.6K <0.01% -175 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 780 $52.9K 0.02% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 779 $52.8K <0.01% -39 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 608 $41.2K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 566 $38.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 554 $37.6K <0.01% -113 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 543 $36.8K <0.01% -58 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 466 $32K <0.01% 0 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 456 $30.9K <0.01% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 451 $30.6K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 424 $28.8K <0.01% -31 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 363 $24.6K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 333 $22.6K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 224 $15.2K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 223 $15.1K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 208 $14.2K <0.01% +2 13F-HR/A Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 200 $13.6K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 192 $13K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 188 $12.8K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 160 $10.8K <0.01% -9 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 157 $10.6K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 134 $9.09K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 131 $8.86K <0.01% +2 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 93 $6.31K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 92 $6.24K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 88 $5.98K <0.01% +1 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 83 $5.63K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 69 $4.68K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 61 $4.14K <0.01% +34 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 55 $3.79K <0.01% 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 48 $3.26K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 48 $3.25K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 50 $3K <0.01% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 29 $1.97K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 20 $1.36K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19 $1.29K <0.01% -1 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17 $1.15K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 21 $1K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 13 $882 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $475 <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6 $407 <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.