RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,150,434 $35.8M 0.01% +16,695 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,375,769 $29.1M <0.01% -43,415 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,506,507 $21.6M <0.01% -160,833 13F-HR/A Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,332,156 $20.1M 0.16% +34,251 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,867,900 $16.1M <0.01% -328,826 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,750,956 $15.1M <0.01% -115,106 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,147,893 $9.89M 0.01% +15,788 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 873,561 $7.53M <0.01% +18,520 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 837,658 $7.22M 1.33% +59,268 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 774,104 $6.67M +73,862 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 630,998 $5.44M 0.01% -5,222 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/ 572,919 $4.94M <0.01% +472 13F-HR Timeline Group Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 558,077 $4.81M 1.55% +30,111 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 510,291 $4.4M 0.01% -650 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 424,125 $3.66M 0.01% -9,490 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 403,819 $3.48M 0.02% +131,980 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 295,881 $2.55M 0.04% -304,864 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 276,218 $2.38M <0.01% +6,928 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 258,667 $2.23M <0.01% -30,559 13F-HR/A Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 250,777 $2.16M 0.07% -2,697 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 233,834 $2.02M <0.01% -10,352 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 210,535 $1.81M 0.63% +113,453 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 185,675 $1.6M <0.01% +13,200 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 167,419 $1.44M <0.01% -425,560 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 144,511 $1.25M 0.09% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 144,501 $1.25M 0.02% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 131,321 $1.13M <0.01% +2,811 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 131,070 $1.13M 0.01% +29,585 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 129,581 $1.12M 0.24% -5,798 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 129,016 $1.11M 0.01% +20,806 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 119,344 $1.03M <0.01% -1,617 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 116,181 $1M +38,464 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 114,704 $989K 0.02% -5,055 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 113,359 $977K 0.22% +99 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 112,834 $973K 0.05% +1,934 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 100,202 $864K <0.01% +2,586 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 97,206 $838K 0.21% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 96,561 $826K 0.46% +840 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 92,484 $797K 0.89% +1,796 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 86,576 $758K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 85,853 $740K 0.22% +7,356 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 83,446 $719K <0.01% 0 13F-HR Timeline Stolper Co More: the full row for Stolper Co 64,662 $709K 0.2% -34 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 80,960 $698K 0.01% +1,844 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 72,076 $632K <0.01% -25,865 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 72,980 $630K 0.03% +1,080 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 68,499 $590K 0.01% +22,799 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 67,752 $584K <0.01% -38,859 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 66,580 $574K 0.22% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 65,000 $560K <0.01% 0 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 64,725 $558K <0.01% -46,952 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 62,536 $539K <0.01% +26,245 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 62,215 $536K 0.26% -3,890 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 60,625 $523K <0.01% -3,270 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 59,757 $515K 0.03% +6,472 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 57,000 $491K 0.22% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 56,009 $483K 0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 55,740 $480K <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 54,336 $468K 0.01% -1,711 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 51,960 $448K 0.15% +749 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 51,494 $444K <0.01% +2,913 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 49,719 $429K <0.01% -720 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 49,635 $428K 0.01% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 47,362 $408K 0.25% -27 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 45,893 $396K <0.01% -838 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 45,862 $395K 0.03% +4,000 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 45,782 $395K 0.1% +748 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 45,050 $394K 0.03% +230 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 45,237 $390K 0.09% 0 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 43,738 $377K 0.12% -308 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 43,643 $376K <0.01% +527 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 42,883 $370K 0.21% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 41,088 $354K 0.04% -1,000 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 40,234 $347K <0.01% -19,464 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 36,851 $318K 0.03% +15,075 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 36,583 $315K 0.02% +5,011 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 36,566 $315K <0.01% 0 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 36,246 $312K 0.01% -583 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 36,205 $312K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 36,000 $310K 0.01% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 35,809 $309K <0.01% 0 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 35,364 $305K 0.04% +115 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 35,357 $305K <0.01% +244 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 34,876 $301K <0.01% +14,228 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 33,945 $293K <0.01% -998 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 33,265 $287K 0.03% -1,748 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 33,008 $285K <0.01% 0 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 32,984 $284K 0.03% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 32,257 $278K 0.01% -39 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 30,936 $267K 0.13% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 30,104 $259K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 30,078 $259K <0.01% +2,044 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 29,751 $256K <0.01% +4,393 13F-HR Timeline Group Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 28,897 $249K 0.07% +497 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 28,305 $244K 0.13% 0 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 27,462 $237K 0.18% -125 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 27,406 $236K <0.01% 0 13F-HR Timeline Group WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 26,749 $231K 0.08% +190 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 26,680 $230K 0.01% +46 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 26,499 $228K 0.02% new 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 26,499 $228K 0.16% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 26,459 $228K 0.03% +523 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 25,301 $218K <0.01% +2,282 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 24,863 $214K 0.1% -100 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 24,517 $211K 0.08% +485 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 24,236 $209K 0.03% -526 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 24,203 $209K 0.01% +2,744 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 23,926 $206K 0.02% +1,288 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 23,698 $204K 0.09% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 22,000 $199K 0.01% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 22,790 $196K 0.12% +7 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 22,068 $190K 0.15% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 20,052 $190K 0.14% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $187K 0.08% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 21,513 $185K 0.06% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,257 $183K <0.01% -1,829 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 21,139 $182K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 20,875 $180K <0.01% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 20,728 $179K <0.01% 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 20,433 $176K <0.01% -25,000 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 20,000 $172K 0.03% +4,000 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 19,594 $169K <0.01% +283 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 19,077 $164K <0.01% -2,926 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 19,004 $164K 0.01% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,946 $163K 0.01% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 18,811 $162K <0.01% 0 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 18,738 $162K 0.04% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,673 $161K <0.01% -293 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 17,552 $161K +7,251 Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 18,594 $160K 0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 18,573 $160K 0.03% +3,225 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 18,517 $160K <0.01% new 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 18,210 $157K 0.06% new 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 18,140 $156K 0.02% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 17,691 $152K <0.01% -5,969 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 17,600 $152K 0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,552 $151K <0.01% +79 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,386 $150K <0.01% +3,993 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 15,600 $143K 0.01% +306 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,116 $139K <0.01% new 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 16,065 $138K 0.05% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,999 $138K <0.01% +15,816 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 15,978 $138K <0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,299 $132K <0.01% +75 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 15,250 $131K 0.07% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 15,092 $130K 0.09% -1,953 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 15,090 $130K 0.06% 0 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 15,000 $129K 0.12% -200 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 14,696 $127K 0.02% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,000 $121K <0.01% 0 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 13,883 $120K 0.03% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,860 $119K <0.01% +1,998 13F-HR Timeline Group Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 13,831 $119K 0.04% 0 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 13,811 $119K 0.05% -651 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 13,783 $119K 0.01% -3,334 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 13,675 $118K 0.02% +73 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 13,225 $114K 0.03% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 13,164 $113K 0.01% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 12,236 $105K 0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,235 $105K <0.01% -1,750 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,133 $105K 0.01% +20 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 12,035 $104K <0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,642 $100K <0.01% -125 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,600 $100K <0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,514 $99.2K 0.01% +190 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,483 $99K <0.01% 0 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 11,361 $97.9K 0.11% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 11,300 $97.4K 0.03% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,000 $94.8K <0.01% 0 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 10,525 $90.7K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 10,393 $89.6K 0.03% +1,100 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 10,369 $89.4K 0.01% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 10,330 $89K <0.01% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 10,238 $88.3K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,131 $87.3K <0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,037 $86.5K <0.01% +27 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,034 $86.5K <0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 8,989 $77.5K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,415 $63.9K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. 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