FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,873,000 $33.1M 2.05% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,074,027 $19M 0.12% +74,422 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 948,190 $16.8M <0.01% +22,452 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 786,176 $13.9M <0.01% +10,332 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 654,213 $11.6M <0.01% -437,490 13F-HR/A Timeline Group Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 558,957 $9.89M 0.86% +134,506 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/ 375,592 $6.64M <0.01% -328,697 13F-HR/A Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 318,184 $5.63M 0.01% +13,647 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 268,239 $4.75M <0.01% +184,142 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 254,930 $4.51M <0.01% -9,572 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 204,356 $3.62M <0.01% +59,134 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 196,422 $3.48M <0.01% +5,395 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 190,080 $3.36M 1.27% +26,805 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 163,400 $2.89M <0.01% +42,100 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 115,677 $2.05M <0.01% -33,087 13F-HR 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. 108,000 $1.91M 0.01% -16,000 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 94,063 $1.66M <0.01% +16,597 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 93,401 $1.65M <0.01% +688 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 89,170 $1.58M 0.38% -11,556 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 71,462 $1.26M <0.01% -37,084 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 71,155 $1.26M 0.01% +2,732 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 63,239 $1.12M <0.01% -1,357 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 53,367 $944K <0.01% +7,640 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 50,147 $887K 0.01% +16,739 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 46,526 $823K 0.16% -75,421 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 43,842 $776K <0.01% +3,330 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 41,887 $741K 0.1% +2,533 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 41,598 $736K +1,322 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 38,630 $683K <0.01% -3,524 13F-HR/A Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 38,416 $666K 0.01% +1,576 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 33,362 $590K 0.01% -3,055 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 32,804 $580K <0.01% -3,028 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 32,515 $575K <0.01% +4,345 13F-HR Timeline Group LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 30,440 $538K 0.18% +798 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 30,125 $533K 0.02% -5,261 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 30,016 $531K 0.14% +501 13F-HR/A Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 29,770 $527K 0.13% +5,045 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 29,450 $521K 0.01% +487 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 27,342 $484K 0.08% +1,940 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 25,376 $449K 0.04% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 25,319 $448K 0.05% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 24,834 $439K <0.01% +8,715 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 24,725 $437K 0.05% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 23,278 $412K 0.29% +423 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,492 $398K <0.01% +2,768 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,034 $390K <0.01% +903 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 21,495 $380K 0.01% +346 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 21,226 $375K 0.02% -6,188 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 20,836 $369K 0.34% -1,510 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 19,000 $336K 0.29% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 18,304 $324K <0.01% -111 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 17,818 $315K 0.24% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,449 $309K <0.01% +2,299 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 16,683 $295K 0.05% +33 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,066 $284K <0.01% -6,014 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 15,510 $274K 0.1% -100 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,131 $268K 0.01% -325 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 14,924 $264K 0.09% +835 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 14,490 $256K 0.02% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 14,428 $255K 0.05% -1,197 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 13,908 $246K 0.07% +861 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,290 $217K <0.01% -3,775 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 11,728 $207K 0.03% +65 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,534 $204K <0.01% -74 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 11,460 $203K <0.01% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 11,230 $199K 0.01% +41 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 11,003 $195K 0.04% -255 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 10,888 $193K <0.01% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 10,665 $189K 0.02% -1,723 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,509 $186K 0.01% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 10,483 $185K 0.52% +329 13F-HR/A Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 10,267 $182K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,305 $129K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,963 $123K 0.01% +63 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,501 $115K <0.01% -705 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,320 $94.1K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,186 $91.7K 0.01% +547 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,741 $83.9K <0.01% -117 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/ 4,650 $82.1K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,445 $78.6K <0.01% +145 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,480 $61.6K <0.01% +1,026 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,500 $44.2K 0.02% -2,850 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,250 $39.8K <0.01% -2,000 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,230 $39.4K <0.01% -414 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,110 $37.3K <0.01% +61 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,000 $35.4K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,800 $31.8K <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 1,554 $27.5K <0.01% +562 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,553 $27.5K 0.01% -266 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,544 $27.3K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,500 $26.5K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,256 $22.2K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,064 $18.8K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,000 $17.7K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 947 $16.8K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 791 $14K <0.01% new 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 750 $13.3K <0.01% -255 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 734 $13K <0.01% +367 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 653 $11.5K <0.01% +7 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 601 $10.6K <0.01% +1 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 533 $9.42K <0.01% new 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 500 $8.85K <0.01% 0 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 389 $6.88K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 300 $5.31K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 250 $4.42K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 237 $4.19K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 189 $3.35K <0.01% -176 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 188 $3.33K <0.01% +3 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 145 $2.56K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 100 $1.77K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 97 $1.7K <0.01% -91 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 91 $1.61K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 55 $973 <0.01% +3 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 33 $584 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5 $88 <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3 $53 <0.01% -300 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1 $17 <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 $12 <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.