MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,812,744 $26M <0.01% -7,959 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,799,148 $25.8M 0.01% +16,886 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,513,910 $21.7M <0.01% -54,607 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,305,364 $18.7M 0.14% +98,454 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,108,598 $15.9M <0.01% +87,971 13F-HR Timeline Group PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 941,916 $13.5M 8.32% +5,310 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/ 701,363 $10.1M <0.01% -95,779 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 643,122 $9.24M 0.14% -9,633 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 571,980 $8.15M 2.98% +16,004 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 506,663 $7.28M <0.01% +14,906 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 463,956 $6.66M 0.01% -28,082 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 463,497 $6.66M 0.02% -3,071 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 438,114 $6.29M <0.01% -6,592 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 436,650 $6.27M <0.01% +46,074 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 436,172 $6.26M <0.01% +2,333 13F-HR Timeline Group SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 388,911 $5.58M 1.97% -5,310 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 335,989 $4.82M 0.03% +9,621 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 333,559 $4.79M 0.07% +209,679 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 318,177 $4.57M 0.01% +15,478 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 302,635 $4.35M <0.01% +14,349 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 293,728 $4.22M <0.01% +3,952 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 256,548 $3.68M 0.01% +4,399 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 253,610 $3.64M 2.12% +5,342 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 252,045 $3.62M <0.01% -17,657 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 229,639 $3.3M 0.15% +182,423 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 223,653 $3.21M 1.02% -98,951 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 201,244 $2.89M 1.41% 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 196,824 $2.83M 0.05% +38,352 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 189,158 $2.72M 0.02% +3,144 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 183,347 $2.63M 1.58% +17,033 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 168,397 $2.42M 2.03% 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 159,923 $2.3M 0.13% +25,293 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 153,023 $2.2M 0.39% +9,478 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 137,363 $1.97M 0.15% -11,150 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 131,076 $1.88M 0.01% -126 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 122,773 $1.76M <0.01% +26,475 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 122,193 $1.75M <0.01% -27,900 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 120,653 $1.73M <0.01% +5,876 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 119,798 $1.72M 0.39% -4,175 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 112,278 $1.61M 0.05% -845 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 109,361 $1.57M 0.03% +1,053 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 106,038 $1.52M 1.51% 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 105,517 $1.52M <0.01% +47,666 13F-HR Timeline Group PMG Family Office LLC More: the full row for PMG Family Office LLC 100,863 $1.45M 1.67% -4,002 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 94,313 $1.35M 0.09% +10,720 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 90,931 $1.31M <0.01% -66,000 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 88,955 $1.28M 0.01% +1,809 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 88,492 $1.27M 0.04% +5,708 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 84,489 $1.21M 0.01% -37,949 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 76,451 $1.1M <0.01% +899 13F-HR Timeline Group Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 72,440 $1.04M 0.26% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 70,283 $1.01M 0.02% +149 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 69,600 $999K 0.05% -10,455 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 67,321 $967K <0.01% -4,027 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 66,111 $949K <0.01% +4,237 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 65,865 $946K <0.01% -1,158 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 65,599 $942K 0.01% +157 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 61,039 $877K <0.01% +3,122 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 60,214 $865K 0.03% -256,381 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 55,863 $802K 0.03% +1,006 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 53,327 $766K 0.01% -1,112 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 49,786 $715K 0.01% +31,926 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 47,791 $686K <0.01% +70 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 46,759 $671K <0.01% +14,235 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 46,649 $670K 0.11% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 45,373 $652K 0.02% +13 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 43,823 $629K 0.03% +31,154 13F-HR/A Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 42,055 $604K 0.02% +439 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 39,728 $570K 0.01% -2,200 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 39,065 $561K 0.04% new 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 37,137 $533K 0.19% -1,218 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 36,836 $529K +2,400 Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 36,549 $525K 0.16% +15 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 35,637 $512K <0.01% -900 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 35,038 $494K <0.01% +9,415 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 33,229 $477K 0.02% new 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 32,815 $471K <0.01% 0 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 30,381 $436K 0.02% +530 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 30,357 $436K <0.01% -641 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 27,670 $427K 0.27% +5,000 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 28,820 $414K 0.03% -700 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,028 $402K <0.01% -39,067 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 27,962 $402K 0.02% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 26,747 $392K 0.01% +700 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 26,646 $383K 0.27% +3,098 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 25,960 $373K 0.2% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 25,854 $371K 0.01% +2,064 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 24,711 $355K 0.01% +472 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 24,024 $345K 0.16% -1 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 23,686 $340K 0.01% +546 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 23,686 $340K 0.05% +546 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 23,075 $331K 0.08% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,708 $326K <0.01% +2,686 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 21,517 $309K <0.01% +3,342 13F-HR/A Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 19,548 $281K 0.01% new 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 19,385 $278K 0.06% -190 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 18,867 $271K 0.08% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 18,600 $267K <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,965 $260K <0.01% -295 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 18,068 $259K 0.1% +366 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 17,681 $254K <0.01% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 17,588 $253K <0.01% +440 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 17,129 $248K 0.17% +347 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 17,242 $248K 0.06% 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 17,162 $246K <0.01% 0 13F-HR Timeline Group TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 16,890 $243K 0.09% 0 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 16,563 $238K 0.01% -56 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,805 $227K <0.01% -8,127 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 15,684 $225K 0.01% +30 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,844 $213K <0.01% new 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 14,636 $210K 0.14% +57 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,600 $210K <0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 14,398 $207K 0.01% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 14,314 $206K 0.02% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,751 $197K 0.01% +143 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 13,749 $197K 0.08% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 13,200 $190K 0.08% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,866 $185K <0.01% +400 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 12,800 $184K 0.01% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 12,300 $177K 0.02% +164 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,255 $176K 0.01% -246 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 11,358 $163K 0.03% -581 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,219 $161K <0.01% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 11,185 $161K 0.08% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 10,566 $152K <0.01% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 10,429 $150K 0.01% 0 13F-HR Timeline Group Stolper Co More: the full row for Stolper Co 10,394 $149K 0.04% -158 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,318 $148K 0.01% -1,519 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,282 $148K <0.01% +23 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,260 $147K <0.01% -48,506 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,240 $147K <0.01% +1,202 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,213 $147K 0.02% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,181 $146K <0.01% -9,593 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,039 $144K 0.01% -170 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 10,000 $144K 0.12% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,828 $141K <0.01% -1,684 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 9,600 $138K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 8,252 $118K 0.06% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,375 $106K 0.04% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,900 $99.1K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6,420 $92.2K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 6,400 $91.9K 0.04% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6,161 $88K 0.02% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,605 $80.5K <0.01% -5,518 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5,560 $79.8K 0.02% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,127 $73.6K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 5,000 $71.8K 0.02% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,752 $68.2K <0.01% +40 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4,707 $67.6K 0.05% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,600 $51.7K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,550 $51K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,421 $49.1K <0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,959 $44.2K <0.01% +16 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,075 $44.2K <0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,784 $40K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,582 $37.1K <0.01% +375 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,500 $35.9K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,446 $35.1K <0.01% +1,000 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,003 $28.8K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,820 $26.1K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,675 $24.1K 0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,650 $23.7K 0.01% 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,297 $18.6K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,250 $17.9K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,000 $14.4K <0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 975 $14K 0.01% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 937 $13.5K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 858 $12K <0.01% +228 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 788 $11K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 650 $9.33K <0.01% -83 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 638 $9.17K <0.01% -1 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 517 $7.43K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 500 $7.18K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 400 $5.74K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 344 $4.94K <0.01% +7 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 336 $4.83K <0.01% new 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 333 $4.79K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 222 $3K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 200 $2.87K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 87 $1.25K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 55 $790 <0.01% -5 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 45 $646 <0.01% 0 13F-HR Timeline