FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,475,000 $26.6M 1.91% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,160,607 $20.9M <0.01% +145,722 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 964,701 $17.4M 0.15% -214,282 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 866,310 $15.6M 0.01% +57,622 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/ 834,479 $15M <0.01% +14,156 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 658,211 $11.9M <0.01% +41,147 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 316,714 $5.71M 1.5% +27,381 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 295,111 $5.32M 0.66% +39,226 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 271,373 $4.89M 0.01% +6,966 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 191,379 $3.45M 0.01% +4,951 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 149,264 $2.69M <0.01% 13F-HR/A Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 134,000 $2.4M 0.01% -2,000 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 132,659 $2.39M 0.85% +8,831 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 116,163 $2.09M <0.01% +2,095 13F-HR/A Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 107,666 $1.94M 0.54% +83,431 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 106,127 $1.91M <0.01% +8,663 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 92,841 $1.67M 0.01% +8,524 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 70,753 $1.28M 0.02% +4,935 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 59,165 $1.07M <0.01% -2,628 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 42,559 $767K <0.01% -2,807 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 41,188 $743K 0.03% -3,053 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 39,820 $718K <0.01% +7,506 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,480 $712K <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 37,614 $678K <0.01% -8,388 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 36,200 $653K <0.01% -66,300 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 33,893 $611K 0.01% -1,579 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 30,448 $549K +18,590 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 30,133 $543K <0.01% -358 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 29,530 $532K 0.18% -12 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 28,937 $522K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 28,625 $516K 0.01% -1,432 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 27,950 $504K 0.07% -10,000 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,540 $497K <0.01% -1,751 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 25,418 $458K 0.18% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 25,156 $454K <0.01% +1,696 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 24,677 $445K 0.03% -24,045 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,020 $433K 0.02% +2,776 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 23,089 $416K 0.07% +1,297 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 22,531 $406K 0.4% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 22,100 $398K 0.27% +101 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,398 $386K <0.01% -5,254 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 21,352 $385K 0.01% -5,076 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 20,323 $366K 0.36% -6,776 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 20,300 $366K 0.01% -739 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 19,000 $343K 0.32% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 18,875 $340K 0.15% -1,600 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 18,839 $340K <0.01% -7,065 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,221 $329K <0.01% +507 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,979 $324K <0.01% +554 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 17,400 $314K 0.09% +150 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 16,281 $294K 0.06% +220 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 16,194 $292K 0.02% -1,333 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,087 $290K <0.01% 0 13F-HR Timeline Group LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 15,631 $282K 0.19% 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 15,367 $277K 0.06% -2,484 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,281 $276K 0.01% -377 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 14,983 $270K 0.03% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 14,136 $255K <0.01% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 14,055 $253K 0.02% new 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 13,783 $249K <0.01% +1 13F-HR Timeline Group Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 13,729 $248K 0.11% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 12,870 $233K <0.01% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 12,930 $233K 0.03% -166 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,717 $229K 0.01% -56 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 12,316 $222K 0.04% -31 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,964 $220K 0.01% -2,682 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,841 $213K <0.01% +4,415 13F-HR Timeline Group Slagle Financial, LLC More: the full row for Slagle Financial, LLC 11,007 $198K 0.09% -2,790 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,703 $193K 0.05% +271 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,694 $193K <0.01% new 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 10,635 $192K 0.13% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,528 $190K <0.01% -7,932 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,510 $190K <0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,255 $189K <0.01% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 10,267 $185K 0.02% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 7,833 $141K 0.36% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,305 $132K 0.02% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,900 $124K 0.01% -94 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6,469 $117K 0.04% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,856 $106K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,837 $87.2K <0.01% +60 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,637 $83.6K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,250 $76.6K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,207 $75.9K <0.01% 0 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 3,478 $62K 0.02% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,719 $49K <0.01% +1,204 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,644 $47.7K <0.01% new 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 2,520 $45.4K 0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 2,273 $41K 0.02% -1,055 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,250 $40.7K 0.02% +750 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,000 $36.1K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,553 $28K <0.01% +1,035 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,544 $27.8K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,064 $19.2K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,000 $18K <0.01% 0 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,000 $18K <0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 947 $17.1K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 699 $12.6K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 620 $11.2K <0.01% -77 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 600 $10.8K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 500 $9.02K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 367 $6.86K <0.01% 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 353 $6.36K <0.01% +5 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 317 $5.72K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 300 $5.41K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 263 $4.82K <0.01% +4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 250 $4.51K <0.01% new 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 182 $3.27K <0.01% new 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 100 $1.8K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 91 $1.64K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 90 $1.62K <0.01% -57 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 64 $1.15K <0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 50 $902 <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 50 $901 <0.01% -100 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 49 $884 <0.01% -15 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 33 $596 <0.01% 0 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 25 $451 <0.01% -4,417 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 6 $99 <0.01% +1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5 $90 <0.01% new 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1 $18 <0.01% 0 13F-HR/A Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1 $13 <0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. 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.