MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,503,591 $299M 3.88% +4,366,469 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 770,243 $30.7M <0.01% -130,372 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 602,400 $24M 0.04% +402,577 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 438,704 $17.5M 0.04% +60,711 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/ 285,185 $11.4M <0.01% -3,793 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 280,000 $11.2M <0.01% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 205,681 $8.19M <0.01% -27,428 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 100,557 $4.01M 2.64% +3,637 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 75,745 $3.02M <0.01% +4,059 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 54,772 $2.18M <0.01% new 13F-HR Timeline Group Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 38,963 $1.55M 1.61% 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 37,223 $1.48M <0.01% 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 29,107 $1.16M <0.01% -715 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 23,148 $922K 0.11% -586 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,371 $692K <0.01% +1,182 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 16,360 $652K 0.32% +2,519 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 16,260 $648K <0.01% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 16,188 $645K 0.1% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 13,397 $530K 0.53% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,867 $393K 0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,639 $344K <0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,734 $308K <0.01% -437 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,524 $300K 0.04% -1,933 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,212 $287K <0.01% +403 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,177 $286K <0.01% 0 13F-HR/A Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,700 $267K 0.03% -100 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,047 $241K 0.01% -250 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,990 $239K <0.01% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,866 $234K 0.02% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,614 $224K <0.01% -34,097 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,425 $216K 0.02% +275 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,351 $213K 0.01% -86 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,190 $207K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,888 $194K <0.01% -4,000 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,052 $122K <0.01% -39 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,140 $85.3K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,427 $56.9K 0.02% +7 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,138 $44.6K <0.01% -70 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,092 $43.3K 0.02% new 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,100 $43.1K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,059 $42.2K <0.01% +5 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,022 $40.7K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 870 $34.7K <0.01% -1,164 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 830 $33.1K <0.01% new 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 822 $32.7K 0.02% +4 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 800 $31.9K 0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 569 $22.7K <0.01% -98 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 334 $13.3K <0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 307 $12.2K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 300 $12K <0.01% -4,051 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 291 $11.6K <0.01% +2 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 277 $11K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 259 $10K <0.01% -2 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 237 $9.44K <0.01% -238 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 181 $7.21K <0.01% -37 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 173 $6.88K 0.01% +3 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 150 $5.98K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 149 $5.94K <0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 89 $3.55K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 77 $3.07K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 66 $2.63K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 56 $2.22K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 47 $1.87K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 41 $1.63K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 35 $1.4K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 33 $1.39K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 32 $1.27K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 25 $996 <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 15 $598 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $598 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9 $359 <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8 $324 <0.01% +5 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2 $80 <0.01% 0 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 100 $40 <0.01% 0 13F-HR/A Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.