MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,883,655 $178M 0.01% +619,587 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 989,346 $93.7M 0.02% +125,073 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 703,298 $66.6M 0.01% -197,216 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 491,097 $46.5M -154,037 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 399,366 $37.8M +45,534 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 358,256 $33.9M 0.03% +74,856 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 290,817 $26.7M 0.11% +279,347 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 269,443 $25.5M 0.05% +13,015 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 241,768 $22.9M 0.01% -23,168 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 239,001 $22.6M 10.17% +23,026 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 235,545 $22.3M 0.01% -22,725 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 229,938 $21.8M <0.01% -8,162 13F-HR Timeline Group SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 208,908 $19.7M 3.2% +4,923 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 174,011 $16.5M 0.04% +78,332 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 170,519 $16.1M 0.02% +39,513 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 150,233 $14.2M 0.27% +25,007 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 147,520 $14M 0.01% +12,578 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 126,821 $12M 0.01% +55,062 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 125,816 $11.9M 0.02% +7,675 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 105,456 $9.98M 0.12% +24,080 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 105,338 $9.97M 0.01% +63,234 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 100,556 $9.52M 0.09% -11,793 13F-HR Timeline Group Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 94,010 $8.9M 3.02% +12,866 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 75,893 $7.19M 0.01% +54,958 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 72,398 $6.85M +39,957 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 69,767 $6.61M 0.01% +32,291 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 66,388 $6.25M <0.01% +39,595 13F-HR Timeline Group Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 60,183 $5.7M 0.94% +309 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 51,043 $4.83M <0.01% new 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 49,961 $4.73M 0.25% +7,715 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 46,754 $4.43M 0.54% -438 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 45,130 $4.27M 0.02% +31,267 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 44,963 $4.26M 0.01% +21,295 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 41,866 $3.96M 1.18% -13,729 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 41,666 $3.94M 0.4% -1,334 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 40,633 $3.85M 0.16% +2,343 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 40,596 $3.84M 0.38% +11,218 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 39,702 $3.76M 0.02% +13,909 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 39,233 $3.71M 0.05% -107 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 37,139 $3.52M 0.02% +15,784 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 34,358 $3.25M 0.05% -637 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 34,171 $3.24M 0.33% -3 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 32,052 $3.03M 1.12% 0 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 31,898 $3.02M 0.05% -6,099 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 31,494 $2.98M 0.03% -385 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 31,214 $2.96M 1.03% -351 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 28,812 $2.73M <0.01% -600 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 26,178 $2.48M 0.15% -17,056 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 25,606 $2.42M 0.01% +519 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 25,550 $2.42M 1.54% +22,430 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 22,114 $2.09M 0.94% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 21,817 $2.07M 0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,641 $2.05M <0.01% -173,841 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 21,107 $2M 0.27% +2,664 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 20,430 $1.93M 0.54% -274 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 20,133 $1.91M 0.05% -4,103 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 18,226 $1.73M 0.39% +890 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 17,476 $1.66M 0.01% +480 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 17,321 $1.64M 0.15% +319 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 17,122 $1.62M 0.08% -148 13F-HR Timeline Group Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 16,760 $1.59M 1.08% -2,276 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 15,575 $1.47M 0.01% +13,215 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 15,575 $1.47M 0.03% +13,215 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 15,300 $1.45M 0.31% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,744 $1.4M 0.02% +3,532 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,301 $1.35M 0.04% -102 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,562 $1.28M 0.01% +160 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,413 $1.27M 0.06% +6,628 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,278 $1.26M 0.02% -10,493 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 13,232 $1.25M <0.01% -233 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 13,151 $1.25M 0.05% +284 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,429 $1.18M 0.01% -10,168 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 12,044 $1.14M 0.22% +6,006 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 11,997 $1.14M 0.98% -56 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 11,583 $1.1M 0.33% +58 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,033 $1.04M <0.01% -34 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 10,975 $1.04M 0.31% +258 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,640 $984K 0.15% 0 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 10,244 $970K 0.57% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,153 $961K 0.05% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 10,031 $950K 0.12% +2,402 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,419 $892K 0.03% +1,900 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 9,203 $871K 0.05% +780 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,836 $837K 0.01% +1,209 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,597 $814K 0.11% +2,821 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,320 $788K <0.01% +4,100 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,951 $753K 0.01% +1,393 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,623 $722K <0.01% +409 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,259 $687K <0.01% +35 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 7,235 $685K 0.31% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,102 $672K 0.01% -2,216 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 6,907 $654K 0.17% -68 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,831 $647K 0.02% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 6,014 $569K 0.22% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,881 $557K 0.01% new 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 5,687 $538K 0.09% -661 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,445 $516K <0.01% +2,133 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 5,418 $513K <0.01% +5,178 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,265 $498K 0.05% +125 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,124 $485K <0.01% -5,124 13F-HR/A Timeline PFG Advisors More: the full row for PFG Advisors 5,102 $483K 0.02% +1,101 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,605 $436K 0.02% +4,505 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,591 $435K +2,203 Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,581 $434K 0.18% -2,343 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 4,504 $426K 0.23% +1,310 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,395 $416K 0.04% -2,507 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,331 $410K <0.01% -72 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,259 $403K <0.01% -1,884 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,067 $385K 0.14% -22 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,061 $384K 0.01% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,839 $363K 0.08% +327 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,742 $354K 0.07% +1,871 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,708 $351K 0.07% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,623 $343K 0.09% -339 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,945 $343K 0.05% +200 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,588 $340K <0.01% +205 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,540 $335K 0.05% +808 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,516 $333K <0.01% new 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,496 $331K 0.05% -132 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,441 $326K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,563 $325K 0.01% +17 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,289 $311K <0.01% -39 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,184 $301K 0.12% +3,070 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,065 $290K 0.04% -85 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,878 $272K <0.01% +14 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,812 $266K 0.07% +174 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,796 $265K <0.01% -63 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,789 $264K 0.01% +316 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,857 $259K 0.02% -3,942 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,709 $256K 0.05% -1 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,597 $246K 0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,572 $244K <0.01% -1,639 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,569 $243K <0.01% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,558 $242K <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,537 $240K 0.01% +850 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,519 $238K 0.08% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,445 $231K 0.01% -17 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,418 $229K 0.02% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 2,403 $228K 0.06% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,403 $227K 0.01% +84 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,392 $226K <0.01% -29 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,336 $221K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,318 $220K 0.01% +127 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,304 $218K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,341 $218K <0.01% -51 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,293 $217K <0.01% new 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,280 $216K 0.08% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,269 $215K <0.01% new 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 2,261 $214K 0.03% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,241 $212K <0.01% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,241 $212K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,216 $210K <0.01% +537 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,191 $207K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,170 $205K 0.02% 0 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,163 $205K 0.06% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,962 $186K 0.01% +19 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,731 $164K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,450 $137K 0.03% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,184 $112K <0.01% +616 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,117 $106K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 946 $89.5K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 944 $89.4K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 800 $75.7K 0.03% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 739 $69.7K <0.01% -142 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 716 $67.8K <0.01% -160 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 709 $67.1K <0.01% -163 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 692 $65.5K 0.01% -25 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 683 $64.7K 0.03% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 544 $51.5K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 503 $47.6K <0.01% +359 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 495 $46.6K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 400 $37.9K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 400 $37.9K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 338 $32K <0.01% +55 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 303 $28.6K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 279 $26.4K 0.01% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 275 $26K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 275 $26K 0.02% +21 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 210 $19.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 170 $16.1K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 146 $13.8K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 142 $13.4K <0.01% -127 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 135 $12.8K <0.01% -111 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 128 $12.1K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 121 $11.5K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 104 $9.85K 0.01% -247 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 93 $8.8K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 91 $8.58K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 78 $7.38K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 60 $5.68K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 39 $3.69K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 37 $3.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35 $3.31K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 30 $2.88K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 17 $1.61K <0.01% 0 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 9 $853 <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 9 $852 <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 26,653 $1.04K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.