MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,037,265 $177M 0.01% +236,500 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,722,466 $25.3M 0.01% -5,480 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,707,328 $25.1M <0.01% -7,730 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,445,343 $21.2M <0.01% -86,118 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,433,452 $21.1M <0.01% -28,584 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,307,509 $19.2M 0.32% +118,723 13F-HR/A Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,057,645 $15.5M 0.03% +53,370 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,051,368 $15.5M <0.01% +65,327 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 864,351 $12.7M <0.01% +2,741 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 688,353 $10.1M 0.01% -10,352 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 584,818 $8.6M 0.06% -69,366 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 532,098 $7.82M 0.02% -4,728 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 461,647 $6.79M <0.01% -10,925 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 451,649 $6.64M 0.01% +32,376 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 366,510 $5.42M 1.22% -56,257 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 349,963 $5.14M <0.01% +15,207 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 326,600 $4.8M <0.01% +24,772 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 277,034 $4.07M 0.01% -11,487 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 246,917 $3.63M 0.29% -4,337 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 245,449 $3.61M <0.01% -46,669 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 239,661 $3.52M 1.63% -15,957 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 201,587 $2.96M 0.02% +110,239 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 176,905 $2.6M 0.09% +69,393 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 176,287 $2.59M <0.01% +3,557 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 175,873 $2.59M <0.01% -2,212 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 138,187 $2.02M <0.01% +107,848 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 135,519 $1.99M <0.01% -33,861 13F-HR Timeline Group LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 133,174 $1.96M 0.45% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 127,179 $1.87M 0.02% -759 13F-HR Timeline Group Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 126,381 $1.86M 0.62% +873 13F-HR Timeline Group AQR Arbitrage LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR Arbitrage LLC 125,210 $1.84M 0.04% -115,188 13F-HR Timeline Group NCP Inc. More: the full row for NCP Inc. 124,716 $1.83M 1.48% +5,808 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 122,371 $1.8M 1.12% -4,130 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 121,640 $1.79M 0.57% -77,587 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 113,259 $1.66M 0.29% -1,137 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 106,029 $1.56M 0.03% +2,709 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 97,263 $1.43M +8,685 Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 95,651 $1.41M 0.04% +14,672 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 94,573 $1.39M 0.32% -1,473 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 92,980 $1.37M 0.01% -3,553 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 89,516 $1.32M 0.77% -11,471 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 89,051 $1.31M <0.01% +1,549 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 76,618 $1.13M 0.05% +517 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 72,819 $1.07M 1.38% -5,066 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 69,078 $1.02M 0.83% +315 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 67,086 $986K 0.18% +9,617 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 61,900 $910K 0.9% 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 60,100 $883K 0.31% 0 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 58,669 $862K 0.21% new 13F-HR Timeline ABSOLUTE INVESTMENT ADVISERS, LLC More: the full row for ABSOLUTE INVESTMENT ADVISERS, LLC 56,216 $827K 0.09% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 52,707 $775K <0.01% +719 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 51,793 $761K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 51,758 $761K 0.05% +4,223 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 49,679 $754K 0.02% -3,002 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 50,737 $746K <0.01% +4,495 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 50,108 $737K 0.24% +28 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 46,000 $676K 0.35% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 44,517 $654K <0.01% -2,494 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 43,883 $645K 0.63% 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 42,861 $630K 0.62% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 42,074 $618K 0.07% -19 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 41,887 $616K <0.01% -8 13F-HR Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 41,504 $610K 0.02% -222,783 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 41,243 $606K 0.02% +1,041 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 39,680 $583K <0.01% +3,032 13F-HR/A Timeline Group High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 39,066 $574K 0.54% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 38,938 $572K 0.27% +1,830 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 37,873 $557K <0.01% +450 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 37,052 $545K 0.63% +25 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 36,892 $542K <0.01% -9,057 13F-HR/A Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 36,709 $540K 0.34% -300 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 34,991 $514K 0.04% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 34,300 $504K 0.04% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 33,534 $493K 0.14% +6,034 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 33,370 $491K 0.03% +1,869 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 32,004 $470K 0.15% +452 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 31,681 $466K <0.01% +1,212 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 31,019 $456K <0.01% -1,550 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 28,947 $426K 0.01% +25,051 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 28,864 $424K 0.03% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 27,978 $411K 0.05% -147 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 27,738 $408K 0.27% +2,278 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 27,191 $400K 0.01% -4,438 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 26,885 $395K 0.01% new 13F-HR/A Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 26,833 $393K 0.24% -349 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 23,400 $344K 0.05% -2,258 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 22,988 $338K <0.01% -4,271 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,627 $333K <0.01% +2,513 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 21,548 $317K 0.04% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,377 $314K 0.02% +500 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 21,371 $314K 0.13% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 21,063 $310K 0.05% +10,657 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,867 $307K <0.01% +8,508 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 20,625 $303K 0.02% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20,565 $302K 0.01% -91 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 19,673 $289K 0.11% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 19,363 $285K 0.2% +1,244 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 19,177 $282K 0.11% +588 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 18,132 $267K 0.06% +700 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 17,968 $264K 0.02% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 17,537 $258K <0.01% 0 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,278 $254K 0.01% +3,200 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 17,174 $252K 0.01% -2,628 13F-HR Timeline Group DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 16,936 $249K 0.27% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,662 $245K <0.01% +3,454 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,283 $239K <0.01% new 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 15,950 $234K 0.14% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 15,819 $233K <0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 15,633 $230K <0.01% -475 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 15,035 $221K <0.01% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 14,207 $209K 0.07% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 14,155 $208K 0.1% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,101 $207K <0.01% +1,340 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 13,790 $205K <0.01% -2,299 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,927 $205K <0.01% 0 13F-HR Timeline Quantedge Capital Pte Ltd More: the full row for Quantedge Capital Pte Ltd 13,900 $204K 0.1% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 13,768 $202K <0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 13,225 $194K 0.04% +211 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 12,318 $181K 0.04% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 11,723 $172K 0.03% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 11,694 $172K 0.01% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 11,660 $171K 0.03% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 10,976 $161K 0.04% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,738 $158K 0.02% -1,888 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 10,353 $152K 0.09% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,339 $152K <0.01% new 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 10,320 $152K 0.03% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,748 $143K <0.01% +8,000 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,321 $137K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,609 $127K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,273 $122K <0.01% +6,448 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 8,000 $118K 0.11% 13F-HR/A Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 7,655 $113K 0.06% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 7,594 $112K 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,179 $76.1K <0.01% +353 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,000 $73.5K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 5,000 $73.5K 0.06% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,645 $68.3K <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4,100 $60.3K 0.03% +36 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,450 $50.7K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,400 $50K <0.01% +932 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,000 $44.1K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,511 $36.9K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,428 $35.7K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,250 $33.1K <0.01% +2,000 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,199 $32.3K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,027 $29.8K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,000 $29.4K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,875 $27.4K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,800 $26.5K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,057 $15.5K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 975 $14.3K 0.01% +35 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 930 $13.7K 0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 875 $12.9K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 811 $11.9K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 693 $10.2K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 630 $9.26K 0.04% -630 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 564 $8.29K <0.01% -1,136 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 562 $8.26K 0.01% -68 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 504 $7.41K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 500 $7.35K <0.01% new 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 465 $6.84K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 435 $6.39K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 406 $5.97K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 256 $3.76K <0.01% -233 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 254 $3.7K <0.01% 0 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 250 $3.67K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 228 $3.35K <0.01% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 200 $2.94K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 187 $2.75K <0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 115 $1.69K <0.01% -2,780 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 110 $1.62K <0.01% 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 109 $1.6K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $1.47K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 37 $544 <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 0 $0 0% -52,360 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.