CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 39,369,263 $841M 0.13% -1,182,887 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 25,120,320 $537M 1.49% +971,934 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 7,711,877 $165M 0.6% +4,386,624 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 2,486,249 $53.1M <0.01% -109,706 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,830,680 $39.1M 0.04% -43,662 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,224,227 $26.1M -59,314 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 835,362 $17.8M 0.01% +81,441 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 700,000 $15M 0.1% 0 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/ 539,971 $11.5M <0.01% +52,196 13F-HR/A Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 363,335 $7.76M 1.26% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 363,103 $7.76M 0.53% new 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 358,900 $7.67M 0.32% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 334,056 $7.14M <0.01% +30,737 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 292,631 $6.25M 0.01% +4,485 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 290,274 $6.2M 0.08% -391 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 247,643 $5.29M 2.47% +38,629 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 232,742 $4.97M 0.29% +4,300 13F-HR Timeline Group rebel Financial LLC More: the full row for rebel Financial LLC 0 $4.83M 2.1% -230,338 13F-HR Timeline Amount filed as zero, left out of ratios. PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 209,070 $4.47M 0.03% -44,485 13F-HR Timeline Group City State Bank More: the full row for City State Bank 192,195 $4.11M 1.19% -13,219 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 185,865 $3.97M 0.31% +11,621 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 184,871 $3.95M 2.78% +1,726 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 169,133 $3.61M <0.01% +67,340 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 141,531 $3.02M <0.01% -1,621 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 139,628 $2.98M 0.66% +3,774 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 135,070 $2.88M 0.05% +77,583 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. 134,700 $2.88M <0.01% -211,900 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 117,000 $2.5M 0.05% -27,386 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 106,817 $2.28M 1.46% -102,586 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 98,148 $2.1M 1.05% -4,298 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 90,684 $1.94M <0.01% +3,809 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 89,317 $1.91M 0.01% +3,560 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 82,271 $1.76M 0.03% +5,863 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 82,087 $1.75M 0.02% -448 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 80,997 $1.73M <0.01% +4,329 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 79,231 $1.69M 0.03% +1,008 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 79,055 $1.69M <0.01% +65,031 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 77,672 $1.66M <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 75,899 $1.62M <0.01% -9,241 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 69,571 $1.49M <0.01% +21,181 13F-HR/A Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 65,877 $1.41M 0.42% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 60,982 $1.3M <0.01% +5,999 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 59,856 $1.28M 0.01% +17,888 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 56,057 $1.2M 0.03% +7,274 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 54,938 $1.17M 0.46% +1,664 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 53,044 $1.13M 0.15% -5,115 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 52,815 $1.13M <0.01% +2,475 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 51,441 $1.1M 0.42% +3,330 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 49,274 $1.05M 0.59% -209 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 47,909 $1.02M <0.01% +2,306 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 46,996 $1M 0.17% +458 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 45,854 $979K 0.18% +1,100 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 45,140 $964K 0.22% +157 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 38,191 $816K 0.07% +38,024 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 37,725 $806K 0.03% -1,744 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 37,691 $800K <0.01% -2,128 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 36,559 $781K 0.3% +2,228 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 33,090 $707K 0.08% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 31,675 $677K 0.06% +684 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 30,523 $652K <0.01% 13F-HR Timeline Group RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 29,427 $629K 0.22% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 29,060 $621K <0.01% +16,132 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 27,598 $589K 0.01% -2,906 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,024 $577K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 26,559 $567K <0.01% +317 13F-HR/A Timeline Group Capital CS Group, LLC More: the full row for Capital CS Group, LLC 25,894 $553K 0.91% +1,217 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 25,571 $546K 0.34% -621 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 25,551 $546K 0.03% -18,231 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 23,917 $511K 0.01% -439 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 23,239 $496K 0.01% +2,420 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 22,483 $480K 0.21% -200 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 13,321 $478K 0.05% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,202 $474K <0.01% +2,779 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 22,026 $471K <0.01% +976 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 21,053 $450K 0.06% -51 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 20,943 $447K <0.01% +611 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 20,659 $441K 0.14% -569 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,510 $438K 0.02% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 20,040 $428K 0.4% +154 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 19,747 $422K 0.97% +1,004 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 19,365 $414K 0.14% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,668 $377K <0.01% -7,015 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 16,890 $361K 0.12% -847 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 15,459 $330K 0.02% -600 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,334 $328K 0.01% +502 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,146 $324K <0.01% +12,117 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,896 $318K 0.01% -4,197 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,750 $315K <0.01% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,471 $309K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,123 $302K <0.01% +2,813 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,706 $271K 0.02% +5,365 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,656 $270K <0.01% +475 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 12,253 $262K 0.01% -20 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,141 $259K 0.01% -102 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 12,001 $256K 0.09% +993 13F-HR/A Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 11,910 $254K 0.32% +72 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 11,550 $247K 0.03% +1,414 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,381 $243K <0.01% +1,468 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 11,198 $238K 0.19% -42 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 10,780 $230K 0.04% +269 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 10,777 $230K 0.02% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,648 $227K <0.01% +269 13F-HR Timeline FIRST CITIZENS INVESTOR SERVICES, INC. More: the full row for FIRST CITIZENS INVESTOR SERVICES, INC. 10,218 $218K 0.08% 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 9,845 $210K <0.01% -6,614 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,493 $203K 0.01% +33 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 9,302 $199K 0.02% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,774 $166K <0.01% +1,012 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 7,185 $153K 0.08% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,647 $142K 0.09% -174 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,717 $122K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 5,027 $107K <0.01% -786,094 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,819 $103K <0.01% +3,004 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 4,660 $99.5K 0.04% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,298 $91.8K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,050 $86.5K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,879 $82.9K <0.01% -2,323 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,342 $71.4K 0.06% -10 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,191 $68.2K 0.05% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,002 $64K <0.01% +1,605 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,667 $57K 0.02% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,422 $51.7K <0.01% -101 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,329 $49.7K <0.01% +1,289 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 11,931 $44K 0.01% new 13F-HR/A Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,005 $42.8K 0.01% -922 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,008 $42.8K <0.01% +48 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,991 $42K <0.01% -47 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,888 $40.3K <0.01% +1,473 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,828 $39K <0.01% +427 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,665 $36K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,665 $36K <0.01% +164 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,614 $34.5K <0.01% -4 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,472 $31.4K <0.01% +248 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,349 $28.8K <0.01% -1,531 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,335 $28.4K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,174 $25.1K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,127 $24.1K <0.01% -293 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,124 $24K 0.01% +84 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 986 $21.1K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 945 $20.2K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 853 $18.2K <0.01% +641 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 776 $16.6K 0.01% +48 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 671 $14.3K 0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 620 $13.2K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 595 $12.7K <0.01% +70 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 537 $11.5K <0.01% +87 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 534 $11.4K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 483 $10.3K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 414 $8.84K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 405 $8.65K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 404 $8.63K <0.01% +125 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 397 $8.48K <0.01% -1,801 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 379 $8.1K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 375 $8.01K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 343 $7.33K <0.01% +112 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 335 $7.16K <0.01% +81 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 289 $6.17K <0.01% new 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 277 $5.92K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 274 $5.85K <0.01% new 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 252 $5.38K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 251 $5K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 232 $4.94K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 229 $4.89K <0.01% +12 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 220 $4.7K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 217 $4.63K <0.01% +2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 214 $4.57K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 185 $3.94K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 178 $3.8K <0.01% -61 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 165 $3.52K <0.01% +145 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 151 $3.23K <0.01% -27 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 139 $2.97K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 112 $2.39K <0.01% -17,411 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 112 $2.39K <0.01% +1 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 110 $2.35K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 107 $2.29K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 104 $2.22K <0.01% +11 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 92 $1.97K <0.01% -30 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 72 $1.53K <0.01% -54 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 66 $1.41K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 62 $1.32K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 47 $1K <0.01% 0 13F-HR/A Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 41 $1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 24 $1K <0.01% +24 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 46 $983 <0.01% +32 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 43 $918 <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 36 $769 <0.01% -1 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 33 $705 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 31 $662 <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 31 $660 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 30 $641 <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 30 $641 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 26 $555 <0.01% -322 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 23 $491 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 18 $384 <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17 $364 <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 17 $363 <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 16 $342 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13 $278 <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 11 $235 <0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 10 $213 <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 8 $171 <0.01% new 13F-HR Timeline