MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,804,529 $24.7M <0.01% -8,215 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,719,182 $23.5M 0.01% -79,966 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,479,632 $20.2M <0.01% -34,278 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,335,358 $18.3M 0.15% +29,994 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,153,522 $15.8M <0.01% +44,924 13F-HR Timeline Group PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 994,107 $14.5M 8.22% +52,191 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/ 719,814 $9.84M <0.01% +18,451 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 615,740 $8.42M 0.12% -27,382 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 606,954 $8.3M 2.97% +34,974 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 525,837 $7.19M <0.01% +19,174 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 467,759 $6.39M <0.01% +165,124 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 452,782 $6.19M <0.01% +16,132 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 436,537 $5.97M <0.01% +365 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 430,543 $5.89M <0.01% -7,571 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 423,531 $5.79M 0.03% +87,542 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 399,182 $5.46M 0.02% -64,315 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 387,929 $5.3M 1.95% -982 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 362,457 $4.96M 0.01% -101,499 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 340,066 $4.65M <0.01% +219,413 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 317,449 $4.34M 0.01% -728 13F-HR Timeline Group Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 307,504 $4.2M 2.59% +53,894 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 297,695 $4.07M <0.01% +3,967 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 267,092 $3.65M 0.01% +15,047 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 259,366 $3.55M 0.01% +2,818 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 255,669 $3.49M 0.05% -77,890 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 247,876 $3.39M 0.06% +51,052 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 241,942 $3.31M <0.01% +206,904 13F-HR Timeline Group Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 205,433 $2.81M 1.34% +4,189 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 199,934 $2.73M 1.63% +16,587 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 195,722 $2.68M 0.01% +6,564 13F-HR Timeline Stolper Co More: the full row for Stolper Co 13,651 $2.46M 0.7% +3,257 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 168,822 $2.31M 2.16% +425 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 159,923 $2.19M 0.13% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 144,255 $1.97M 0.02% new 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 130,413 $1.78M 0.13% -6,950 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 127,700 $1.75M <0.01% +4,927 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 119,966 $1.64M 0.4% +168 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 113,138 $1.55M 1.58% +7,100 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 112,965 $1.54M 0.01% -18,111 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 109,492 $1.5M 0.03% +131 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 102,840 $1.41M 1.57% +1,977 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 102,557 $1.4M 0.04% -9,721 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 100,931 $1.38M <0.01% +10,000 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 99,309 $1.36M <0.01% -6,208 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 97,656 $1.33M <0.01% -24,537 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 96,023 $1.31M 0.05% +7,531 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 94,313 $1.29M 0.09% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 90,839 $1.24M 0.01% +1,884 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 84,222 $1.15M 0.01% -267 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 81,633 $1.12M 0.05% +12,033 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 78,641 $1.08M <0.01% +2,190 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 70,651 $966K <0.01% +4,786 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 68,276 $933K <0.01% +2,165 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 66,049 $903K 0.01% +450 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 64,998 $889K 0.02% -5,285 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 63,388 $867K <0.01% -3,933 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 60,669 $829K 0.01% +10,883 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 59,210 $809K <0.01% -1,829 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 56,579 $773K 0.03% +716 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 47,936 $655K <0.01% +145 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 46,649 $638K 0.1% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 45,249 $619K 0.02% -124 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 44,123 $603K 0.02% +18,269 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 42,453 $586K 0.03% -1,370 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 42,714 $584K <0.01% new 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 41,908 $573K 0.02% -147 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 41,625 $569K 0.05% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 39,303 $537K 0.01% -425 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 38,334 $524K 0.44% +11,688 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 37,069 $507K <0.01% +33,519 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 35,005 $503K <0.01% -632 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 36,618 $501K 0.18% +69 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 35,868 $490K -968 Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 34,880 $477K 0.18% -2,257 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 33,229 $454K 0.02% 0 13F-HR/A Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 32,815 $449K <0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 31,455 $430K <0.01% +3,427 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 31,180 $426K +14,290 Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 30,946 $423K 0.28% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 30,933 $423K 0.02% +552 13F-HR Timeline Group American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 28,770 $422K 0.27% +1,100 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 30,527 $417K <0.01% +170 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 27,847 $409K 0.01% +1,100 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 28,820 $394K 0.03% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 27,175 $371K <0.01% +5,658 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 26,545 $363K 0.01% +1,834 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 24,960 $341K 0.18% -1,000 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 23,528 $322K 0.07% +4,143 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 23,075 $315K 0.09% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 22,414 $306K 0.01% -1,272 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 22,414 $306K 0.04% -1,272 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 21,325 $292K 0.1% -202,328 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 20,414 $279K <0.01% -2,294 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 18,773 $257K 0.08% -94 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 18,451 $252K 0.09% +383 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,114 $248K <0.01% +526 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 17,848 $244K 0.01% -1,700 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 17,681 $242K <0.01% 0 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 17,242 $236K 0.05% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 17,215 $235K 0.09% +3,466 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 17,162 $235K <0.01% 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 16,628 $227K 0.01% +65 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,900 $217K <0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 15,716 $215K 0.01% +32 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 14,696 $201K 0.13% +60 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,660 $200K <0.01% -184 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,600 $200K <0.01% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 14,452 $198K 0.15% -2,677 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 14,314 $196K 0.01% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 14,076 $192K 0.01% -215,563 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,900 $190K 0.01% +149 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 13,360 $183K 0.08% -10,664 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 13,200 $180K 0.07% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 12,800 $175K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,775 $175K <0.01% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 12,537 $171K 0.02% +237 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 12,205 $166K 0.05% +847 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 11,966 $164K <0.01% -900 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,422 $163K 0.01% +167 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,882 $162K 0.01% -3,077 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,847 $162K 0.01% -2,551 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,219 $153K <0.01% 0 13F-HR Timeline YCG, LLC More: the full row for YCG, LLC 11,200 $153K 0.01% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 11,185 $153K 0.07% 0 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 10,750 $147K 0.13% +750 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,604 $146K 0.01% +565 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,444 $143K <0.01% -5,361 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,360 $142K 0.01% +42 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,305 $141K <0.01% +23 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,260 $140K <0.01% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,213 $140K 0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,156 $139K <0.01% -36,603 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,853 $135K <0.01% +25 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 9,600 $131K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,277 $127K <0.01% -963 13F-HR/A Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 8,252 $113K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,711 $106K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,375 $101K 0.03% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6,420 $87.8K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 6,400 $87.5K 0.04% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6,161 $84K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,900 $80.7K <0.01% -1,000 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5,560 $76K 0.02% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,127 $70.1K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 5,000 $68.3K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,910 $67.1K <0.01% +158 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 4,729 $64.6K 0.02% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4,707 $64.3K 0.05% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,858 $52.7K <0.01% +3,000 13F-HR Timeline Group Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 3,671 $50.2K 0.04% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,600 $49.2K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,421 $46.8K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,075 $42K <0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,784 $38.1K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,582 $35.3K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,500 $34.2K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,003 $27.4K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,820 $24.9K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,800 $24.6K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 1,771 $24.2K 0.02% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,633 $21.7K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,446 $19.8K <0.01% -1,000 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,297 $17.7K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,250 $17.1K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,198 $16.4K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 937 $12.8K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 935 $12.8K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 770 $10.6K <0.01% -52,557 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 713 $9.38K <0.01% +75 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 517 $7.07K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 500 $6.83K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 351 $4.8K <0.01% +7 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 336 $4.59K <0.01% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 333 $4.55K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 300 $4.1K <0.01% +213 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 316 $4K <0.01% new 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 $2.73K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 200 $2.73K <0.01% new 13F-HR Timeline