| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Cerity Partners LLC | $61.7B | New York, NY | 028-17754 |
| Wealth Enhancement Advisory Services, Llc | $66.1B | Plymouth, MN | 028-16444 |
| Advisor Group, Inc. | $14.3B | Phoenix, AZ | 028-17493 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2019 | 13F-NT | 5/14/2019, 04:15 PM | ||||||
| Q4 2018 | 13F-NT | 2/14/2019, 09:13 AM | ||||||
| Q3 2018 | 13F-NT | 11/14/2018, 09:41 AM | ||||||
| Q2 2018 | 13F-NT | 8/13/2018, 04:30 PM | ||||||
| Q1 2018 | 13F-NT | 5/15/2018, 10:31 AM | ||||||
| Q4 2017 | 13F-NT | 2/9/2018, 04:22 PM | ||||||
| Q3 2017 | 13F-NT | 11/13/2017, 04:00 PM | ||||||
| Q2 2017 | 13F-NT | 8/11/2017, 07:04 PM | ||||||
| Q1 2017 | 1 | $88.6M | CACB | 13F-HR | 5/12/2017, 04:36 PM | |||
| Q4 2016 | 2 | $121M | -$51M | -$51M | CACB, YDKN | 13F-HR | 2/10/2017, 05:05 AM | |
| Q3 2016 | 2 | $130M | CACB, YDKN | 13F-HR | 11/10/2016, 03:30 PM | |||
| Q2 2016 | 3 | $156M | +$25.3K | +$25.3K | CACB, YDKN, ONE | 13F-HR | 8/11/2016, 04:30 PM | |
| Q1 2016 | 3 | $146M | +$58K | +$58K | CACB, YDKN, ONE | 13F-HR | 5/16/2016, 11:02 AM | |
| Q4 2015 | 3 | $149M | CACB, YDKN, ONE | 13F-HR | 1/29/2016, 01:32 PM | |||
| Q3 2015 | 3 | $125M | CACB, YDKN, ONE | 13F-HR | 11/2/2015, 03:15 PM | |||
| Q2 2015 | 3 | $128M | +$27K | +$27K | CACB, YDKN, ONE | 13F-HR | 8/11/2015, 04:29 PM | |
| Q1 2015 | 3 | $118M | -$131K | -$131K | CACB, YDKN, ONE | 13F-HR | 5/12/2015, 04:30 PM | |
| Q4 2014 | 3 | $133M | CACB, YDKN, ONE | 13F-HR | 2/10/2015, 03:53 PM |