MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,133,053 $96.7M 0.01% +20,480 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,040,889 $88.8M 0.03% +225,053 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 964,834 $82.4M 0.02% -248,928 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 734,636 $62.7M 9.46% +61,778 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 406,458 $34.7M -18,236 Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 364,162 $31M 4.43% -44,517 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 258,806 $22.1M 9.73% -1,090 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. 252,383 $21.5M 0.48% -156,848 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 208,957 $17.8M 0.1% +1,963 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 179,361 $15.3M 3.47% +54,383 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 153,979 $13.1M 1.78% -8,263 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 162,800 $12.9M 1.56% +1,838 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/ 141,253 $12.1M <0.01% -288 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 140,042 $12M 0.42% -38,487 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 136,874 $11.7M 0.12% +7,486 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 136,874 $11.7M 5.67% +7,486 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 134,752 $11.5M 7.27% +1,066 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 131,249 $11.2M 0.06% +70 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 130,744 $11.2M 0.09% +14,651 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 123,288 $10.5M 0.32% +697 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 121,380 $9.58M 3.29% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 110,418 $9.42M 0.01% -757 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 103,890 $8.87M 3.71% +5,532 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 101,287 $8.64M 0.02% +570 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 97,806 $8.34M 0.01% -10,208 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 84,955 $7.25M 1.06% +7,644 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 80,438 $6.86M 1.05% +490 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 58,001 $4.95M 0.02% +744 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 55,275 $4.72M 0.01% +1,644 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 50,112 $4.28M 0.28% +1,068 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 49,207 $4.2M 0.01% -27 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 47,351 $4.04M 0.15% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 45,153 $3.85M 0.01% -2,385 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 44,282 $3.78M 1.9% -1,585 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 37,711 $3.52M 2% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 41,197 $3.52M 2.49% +2,586 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 40,029 $3.42M 1.53% -2,529 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 39,435 $3.37M <0.01% +7,084 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 34,717 $2.97M 0.01% +6,313 13F-HR/A Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 32,067 $2.74M 0.08% +571 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 31,599 $2.7M 0.89% +161 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 30,909 $2.64M 0.09% -10 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 27,160 $2.32M 0.14% +3,179 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 26,520 $2.26M <0.01% +9,368 13F-HR/A Timeline Group 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 26,393 $2.25M 2.27% 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 24,591 $2.1M 0.21% +3,492 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 24,254 $2.07M 0.1% +1,076 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 23,894 $2.04M 0.05% +1,468 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 21,661 $1.85M 0.45% +5,594 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 21,208 $1.81M <0.01% -1,766 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,421 $1.74M 0.01% -368 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 17,689 $1.51M 0.03% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 17,141 $1.46M <0.01% +9,207 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 16,619 $1.42M 0.65% -400 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 16,255 $1.38M 1.23% -2,123 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,839 $1.35M <0.01% -6 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 14,574 $1.24M 0.03% +667 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14,406 $1.23M 0.15% -130 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,449 $1.15M 0.07% -64 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 13,066 $1.12M 0.14% +461 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,578 $1.07M 0.06% +147 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,559 $1.07M 0.01% +662 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,728 $1M 0.05% -200 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,060 $859K 0.01% +231 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,431 $805K <0.01% +5,343 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,849 $755K <0.01% -386 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,661 $739K 0.03% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,646 $738K 0.03% +5,838 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,550 $730K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,731 $660K 0.01% -40,469 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,902 $589K 0.02% -1,473 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,248 $533K 0.02% +100 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,920 $505K <0.01% -918 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,850 $499K <0.01% +3,093 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,615 $479K 0.09% -310 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,566 $475K 0.02% -527 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,942 $422K <0.01% +1 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 4,425 $378K 0.1% -27 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,315 $368K 0.04% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,147 $354K 0.03% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,147 $354K <0.01% -2,203 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,139 $353K 0.03% +474 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 4,042 $345K <0.01% +307 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,949 $337K <0.01% +441 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,915 $334K 0.01% -395 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,702 $316K 0.26% +56 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,572 $305K 0.13% +134 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,566 $304K <0.01% -920 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,529 $301K 0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,419 $292K <0.01% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 3,350 $286K <0.01% 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,106 $265K 0.06% -143 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,080 $263K 0.02% -1,548 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,895 $247K 0.02% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,670 $228K 0.02% +72 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 2,500 $213K 0.16% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,482 $212K <0.01% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 2,347 $200K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,025 $173K 0.03% -461 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,457 $124K <0.01% -52 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,445 $123K 0.03% +10 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,398 $119K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,110 $94.7K <0.01% -22,979 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 991 $84.6K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 913 $77.9K <0.01% +625 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 905 $77.2K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 874 $74.6K <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 754 $64K 0.01% -187 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 745 $63.6K <0.01% +68 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 670 $57.2K 0.05% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 494 $42.2K <0.01% +96 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 420 $35.7K <0.01% -218 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 412 $35.2K <0.01% 0 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 394 $33.6K <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 352 $30.1K <0.01% +162 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 350 $29.9K <0.01% +4 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 259 $22.1K <0.01% +56 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 250 $21.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 245 $20.9K <0.01% -2 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 204 $17.4K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 122 $10.4K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 98 $8.36K <0.01% -7 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 72 $6.14K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 51 $4.31K <0.01% -4 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 50 $4.27K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 46 $3.93K <0.01% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 12 $1.02K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 5 $427 <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1 $89 <0.01% -11,754 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.