MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,970,762 $43.8M <0.01% +69,987 13F-HR Timeline Group 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 1,644,448 $36.5M 0.01% +52,929 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,541,188 $34.2M +141,659 Timeline First Pacific Financial More: the full row for First Pacific Financial 1,250,326 $27.8M 3.58% +60,458 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 901,681 $20M 0.05% -1,378 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 761,062 $16.9M 0.47% +16,880 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 496,737 $11M <0.01% +22,386 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 423,907 $9.41M 0.74% +16,362 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 401,307 $8.91M 0.12% +107,937 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 317,033 $7.04M 3.04% +2,026 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 316,068 $7.02M 0.01% +118 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 282,422 $6.27M 0.53% +38,204 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 271,726 $6.04M 0.47% +1,379 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/ 262,959 $5.84M <0.01% +4,885 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 204,065 $4.53M 0.08% +21,225 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 196,158 $4.36M 0.01% +10,475 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 171,007 $3.8M 0.04% -209,034 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 160,978 $3.58M 1.33% +6,964 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 134,150 $2.97M 0.49% +2,087 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 133,306 $2.96M <0.01% +16,250 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 127,184 $2.82M 1.19% +3,562 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 126,755 $2.81M 0.02% -799 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 126,249 $2.8M <0.01% +9,516 13F-HR/A Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 125,122 $2.78M 1.05% +3,617 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 122,743 $2.73M <0.01% +39,667 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 111,627 $2.48M 0.01% +44,607 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 110,792 $2.46M 0.03% +987 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 102,162 $2.27M 0.98% -2,147 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 94,104 $2.09M 0.39% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 92,355 $2.05M 0.65% +37 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 88,642 $1.97M 0.03% -1,626 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 79,416 $1.76M 0.06% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 78,979 $1.75M <0.01% -14,897 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 68,315 $1.52M <0.01% +348 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 66,926 $1.49M <0.01% +40,144 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 66,482 $1.48M 0.64% +28,705 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 64,364 $1.43M <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 59,847 $1.33M <0.01% -1,269 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 58,083 $1.29M 0.61% +4,588 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 56,761 $1.26M <0.01% +924 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 52,826 $1.17M <0.01% +18,113 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 47,668 $1.06M <0.01% -48,092 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 45,741 $1.02M <0.01% +36,061 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 43,711 $971K 0.01% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 43,499 $966K <0.01% +1,017 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 42,932 $954K 0.01% +27 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. 42,842 $952K 0.07% +6,387 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 42,126 $936K 0.01% +10,397 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 39,869 $885K <0.01% +6,504 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 37,851 $841K <0.01% -755 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 36,094 $802K <0.01% +258 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 35,852 $796K 0.03% -187 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 34,432 $765K <0.01% +740 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 33,350 $741K 0.08% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 31,953 $710K <0.01% +5,424 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 31,901 $707K <0.01% +1,089 13F-HR/A Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 31,624 $702K 0.04% +19,271 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 31,014 $693K 0.43% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 31,162 $692K 0.1% +733 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 29,495 $655K 0.63% +56 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 27,103 $602K <0.01% -6,619 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 26,469 $588K <0.01% +3,692 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 26,282 $584K 0.01% +1,770 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 24,909 $553K <0.01% +1,783 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,239 $538K 0.01% -424 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 22,528 $500K 0.02% +317 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 21,026 $467K 0.06% +106 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 20,913 $464K 0.06% -3,202 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 20,404 $453K 0.03% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,715 $438K <0.01% -16,799 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 19,400 $431K 0.01% -1,889 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 19,360 $430K +9,680 Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 19,282 $428K 0.02% -388 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 18,777 $417K 0.75% -5,714 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 18,280 $406K 0.11% -818 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 17,468 $388K 0.12% +4,418 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,419 $387K <0.01% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 15,300 $339K 0.08% -607 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 15,146 $336K 0.03% +348 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,850 $330K 0.01% 0 13F-HR/A Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 14,627 $324K 0.12% +2,025 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 14,405 $320K 0.27% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 14,008 $311K 0.04% +85 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,773 $306K <0.01% +432 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 12,464 $277K 0.04% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,402 $275K <0.01% -14,880 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,003 $267K 0.02% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,091 $246K 0.01% -82 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,371 $230K 0.01% new 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 10,098 $224K 0.05% +1,339 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 10,047 $223K 0.16% 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 10,009 $222K 0.23% -2,001 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,635 $214K <0.01% 0 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 9,613 $214K 0.03% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,580 $213K 0.01% +239 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 8,097 $180K 0.11% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 7,681 $171K 0.01% +23 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,562 $145K 0.03% -822 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,420 $143K <0.01% -200 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 6,039 $134K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,720 $82.6K 0.01% 0 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 3,612 $80.2K 0.08% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 3,391 $75K 0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 3,320 $73.7K 0.07% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3,140 $69.7K 0.05% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,736 $60.8K 0.02% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,702 $60K 0.02% +2 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,090 $46.4K <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,069 $46K 0.01% +31 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,006 $44.5K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 1,925 $42.8K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,748 $38.8K 0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,748 $38.8K 0.01% +4 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,597 $35.5K 0.01% +1,189 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,409 $31.2K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,183 $26K 0.02% +21 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,025 $22.8K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 780 $17.3K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 682 $15.1K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 499 $11.1K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 461 $10.2K <0.01% -7,208 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 450 $9.99K <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 $9.22K <0.01% 0 13F-HR/A Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 273 $6.06K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 248 $5.51K <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 Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1 $22 <0.01% -2,859 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 0 $2 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.