MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,498,260 $33.4M <0.01% +98,908 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,281,522 $28.5M -18,389 Timeline First Pacific Financial More: the full row for First Pacific Financial 1,054,279 $23.5M 3.46% +6,790 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 851,115 $18.9M 0.06% -23,673 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 799,770 $17.8M 0.26% +453,111 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 549,543 $12.2M <0.01% +66,118 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 481,528 $10.7M <0.01% +27,754 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 369,935 $8.23M 0.53% +56,717 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 317,556 $7.07M 0.63% -1,363 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 309,097 $6.88M 0.01% +87,730 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 307,916 $6.85M 3.91% +3,060 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 275,279 $6.13M 0.5% -106,551 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/ 267,188 $5.95M <0.01% -168,350 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 258,840 $5.76M 0.1% -743 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 242,692 $5.4M 0.46% -3,668 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 163,741 $3.65M 1.56% -12,665 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 148,439 $3.3M 0.01% +755 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 146,539 $3.26M <0.01% +8,641 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 123,392 $2.75M 0.03% -8,357 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 119,617 $2.66M 0.48% +31,756 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 118,862 $2.65M 1.28% -727 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 116,036 $2.58M 1.27% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 108,626 $2.42M 0.96% +18,753 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 107,443 $2.39M <0.01% -45,760 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 105,514 $2.35M <0.01% -4,558 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 94,104 $2.09M 0.5% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 91,391 $2.03M 0.05% +8,263 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 89,631 $2M <0.01% -25,526 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 84,741 $1.89M 0.03% -1,413 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 81,611 $1.82M 0.01% -2,080 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 81,022 $1.8M <0.01% +562 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 74,988 $1.67M <0.01% -71,047 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 69,481 $1.55M <0.01% -1,566 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 58,361 $1.3M <0.01% new 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 55,194 $1.23M 0.1% +144 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 49,631 $1.1M 0.62% +5,248 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 48,367 $1.08M 0.02% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 48,113 $1.07M 0.03% -1,284 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 46,796 $1.04M <0.01% +45,146 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 42,947 $956K <0.01% -7,751 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 42,524 $947K <0.01% +28,224 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 42,143 $938K <0.01% -1,763 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 39,800 $886K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 37,012 $824K <0.01% -1,881 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 36,085 $795K 0.03% -1,012 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 35,492 $790K 0.06% -5,311 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 34,524 $769K <0.01% -633 13F-HR Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 34,221 $762K 0.18% -483 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 33,924 $755K <0.01% +68 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 33,556 $747K 0.01% +8,667 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 31,370 $698K 0.1% -2,284 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31,356 $692K <0.01% -3,298 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 30,755 $685K <0.01% +8,240 13F-HR/A Timeline Group BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 30,567 $680K 0.44% +3,644 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 30,060 $669K 0.11% -27 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 29,751 $662K 0.01% -3,933 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 24,561 $547K 0.74% -2,213 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 22,952 $511K 0.02% -9,852 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,362 $498K 0.01% -813 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 21,861 $487K 0.01% -10,821 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 21,370 $476K <0.01% -20,473 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 21,072 $469K 0.09% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 20,485 $455K 0.12% -4,969 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 20,133 $448K 0.03% +1,419 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 19,098 $425K 0.14% +573 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 17,354 $386K 0.12% -1,246 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 15,721 $350K 0.06% +144 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 15,214 $339K 0.26% -7,120 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 15,044 $335K 0.01% -2,026 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,999 $334K 0.02% -8,689 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 14,825 $330K 0.08% -2,750 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 14,745 $328K 0.35% -5,656 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,652 $326K 0.01% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 14,036 $312K <0.01% +2,691 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 13,867 $309K 0.12% +3,570 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 13,607 $303K 0.05% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,280 $296K <0.01% 0 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 13,117 $292K 0.03% -1,087 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 12,072 $269K 0.02% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,003 $267K 0.03% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,920 $243K 0.01% +109 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 10,718 $236K 0.11% +834 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 9,920 $221K 0.05% -421 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 9,680 $215K 0.1% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,635 $214K <0.01% -3,156 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,602 $214K <0.01% +97 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,450 $210K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,444 $188K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,633 $170K <0.01% +2,375 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 7,628 $170K 0.01% -28 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,147 $159K 0.06% -2,907 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 5,016 $112K 0.01% +1,700 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,389 $97.7K 0.07% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,355 $96.9K <0.01% 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3,674 $81.8K 0.02% 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3,323 $74K 0.09% -948 13F-HR/A Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,695 $60K 0.02% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,440 $54.3K <0.01% +24 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,162 $48.1K <0.01% +499 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,158 $48K <0.01% -850 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 1,925 $42.9K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,111 $24.7K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 795 $18K 0.01% -11 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 780 $17.4K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 613 $13.6K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 436 $9.71K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 415 $9.24K <0.01% 0 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 408 $9.08K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 407 $9.06K <0.01% -30 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 273 $6.08K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 248 $5.52K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 151 $3K <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.