FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,475,000 $27.8M 2.06% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 984,806 $18.6M <0.01% -175,801 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 938,037 $17.7M 0.01% +71,727 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 926,183 $17.4M 0.15% -38,518 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/ 862,382 $16.2M <0.01% +27,903 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 683,581 $12.9M <0.01% +25,370 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 350,001 $6.59M 1.62% +33,287 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 345,300 $6.51M 0.75% +50,189 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 289,826 $5.46M 0.01% +18,453 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 186,509 $3.51M <0.01% -4,870 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 138,558 $2.61M 0.94% +5,899 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 136,773 $2.58M <0.01% -12,491 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 118,261 $2.23M <0.01% +12,134 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. 118,000 $2.21M 0.01% -16,000 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 101,094 $1.9M 0.55% -6,572 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 93,122 $1.75M 0.01% +281 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 85,234 $1.61M <0.01% -30,929 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 84,127 $1.58M <0.01% +73,617 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 68,603 $1.29M <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 66,685 $1.26M 0.02% -4,068 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 66,084 $1.25M <0.01% +6,919 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 61,000 $1.15M <0.01% +24,800 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 43,638 $822K <0.01% +3,818 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42,189 $795K <0.01% +12,056 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 38,033 $717K 0.03% -3,155 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 37,264 $702K <0.01% -350 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 36,782 $693K 0.12% +13,693 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 36,840 $690K <0.01% +24,999 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 35,242 $664K <0.01% -7,317 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 32,907 $620K 0.01% +3,970 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 31,886 $601K +1,438 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 29,584 $557K <0.01% +4,428 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 29,530 $556K 0.19% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 29,865 $535K 0.02% +17,901 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 28,046 $528K <0.01% +506 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 26,725 $503K 0.07% -1,225 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 25,998 $490K 0.01% -7,895 13F-HR Timeline Group LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 23,483 $442K 0.21% +7,852 13F-HR/A Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 22,524 $424K 0.03% -2,153 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 22,434 $423K 0.41% +334 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 22,040 $415K 0.44% -491 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 21,442 $404K 0.14% -3,976 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,173 $400K 0.01% -2,847 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 21,115 $398K 0.01% -237 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,690 $390K <0.01% +2,711 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 19,819 $373K <0.01% -1,579 13F-HR Timeline Group C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 19,000 $358K 0.34% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 18,989 $358K <0.01% +150 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 18,120 $341K 0.01% -2,180 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 17,580 $331K 0.15% -1,295 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 17,150 $323K 0.09% -250 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 16,526 $311K 0.06% +245 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,466 $310K <0.01% +5,772 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,119 $304K <0.01% +32 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,867 $299K 0.02% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,737 $296K <0.01% -2,484 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 15,625 $294K 0.07% +258 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 14,799 $279K 0.03% -184 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 14,614 $275K <0.01% +1,744 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,422 $272K 0.02% -1,772 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 14,144 $266K <0.01% +361 13F-HR Timeline Group Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 14,089 $265K 0.11% +360 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,545 $236K 0.01% -172 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 12,500 $236K 0.02% -1,555 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 12,420 $234K 0.03% -510 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 11,663 $220K 0.04% -653 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,416 $215K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,110 $209K <0.01% +582 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 10,888 $205K <0.01% -3,248 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,884 $205K 0.05% +181 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,789 $203K 0.01% new 13F-HR/A Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 10,631 $200K 0.16% -4 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 10,267 $193K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,005 $188K <0.01% -250 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,305 $138K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,918 $130K 0.01% +18 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,644 $125K <0.01% +788 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,320 $100K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,905 $92.4K <0.01% +68 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,637 $87.4K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,550 $85.6K <0.01% +343 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 4,217 $79.4K 0.04% -2,252 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 FMR LLC in group FMR LLC More: the full row for FMR LLC 3,967 $74.7K <0.01% +1,248 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 3,650 $68.8K 0.04% +1,400 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,644 $49.8K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,520 $47.5K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,000 $37.7K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,809 $34.1K 0.01% -464 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,544 $29.1K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,064 $20K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,000 $18.8K <0.01% 0 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 995 $18.7K <0.01% +905 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 947 $17.8K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 646 $12.2K <0.01% -53 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 711 $11.8K <0.01% -842 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 600 $11.3K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 500 $9.42K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 367 $6.91K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 358 $6.74K <0.01% +5 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 300 $5.65K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 266 $4.77K <0.01% +3 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 250 $4.71K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 184 $3.47K <0.01% +2 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 100 $1.88K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 91 $1.71K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 64 $1.21K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 51 $961 <0.01% +2 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 50 $942 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 33 $622 <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 11 $207 <0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 6 $105 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5 $94 <0.01% 0 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4 $75 <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3 $57 <0.01% -314 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1 $18 <0.01% 0 13F-HR 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 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.