ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 373,004 $20M <0.01% -8,279 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 311,297 $16.7M <0.01% +9,177 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 153,768 $8.25M 3.4% +87 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 151,476 $8.13M <0.01% +1,299 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 121,498 $6.56M <0.01% -1,345 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 106,209 $5.7M 1.57% -99,927 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 101,756 $5.46M <0.01% -2,832 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 88,431 $4.74M 0.45% -38,874 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 72,789 $3.9M <0.01% +5,562 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 68,904 $3.7M 0.01% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 67,444 $3.62M <0.01% +2,269 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 56,433 $3.03M 0.97% -2,227 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 49,157 $2.64M 0.01% -47,028 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 43,521 $2.33M <0.01% +17,611 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 35,050 $1.88M <0.01% +5,394 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 32,730 $1.76M 0.22% -1,927 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,614 $1.64M <0.01% -752 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 28,795 $1.54M 0.23% -679 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 25,618 $1.37M 0.54% -112,855 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 22,308 $1.2M <0.01% new 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 20,661 $1.11M <0.01% -148 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 15,458 $829K 0.16% +386 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,262 $551K 0.01% +3,970 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,786 $525K <0.01% +550 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,216 $441K 0.02% -72 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 7,406 $397K 0.14% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,437 $345K <0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,670 $304K 0.02% +470 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,464 $186K <0.01% +1,709 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,750 $148K 0.05% +150 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,887 $101K <0.01% -1,040 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,789 $96K <0.01% +5 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 782 $41.9K <0.01% +2 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 744 $39.9K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 692 $37.1K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 650 $34.9K <0.01% +541 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 600 $32.2K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 551 $29.6K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 478 $25.7K <0.01% new 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 362 $19.4K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 360 $19.3K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 310 $16.6K <0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 300 $16.1K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 93 $4.99K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $54 <0.01% -578 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1 $54 <0.01% 0 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.