RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 551,325 $24.4M 0.01% 13F-HR/A Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 549,790 $24.3M 0.48% -12,015 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 314,502 $13.9M 0.52% -14,760 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 249,813 $11M 4.38% 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 227,619 $10.1M <0.01% +47,132 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 198,620 $8.78M 8.77% 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 154,688 $6.83M 4.3% -5,144 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/ 114,218 $5.05M <0.01% +61,627 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 80,305 $3.55M <0.01% +1,301 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 67,932 $3M <0.01% -8,847 13F-HR/A Timeline Group Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 55,940 $2.47M 1.71% +4,129 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 42,529 $1.88M 0.36% -54,518 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 41,754 $1.84M 0.06% +5,953 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 30,392 $1.34M 0.76% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 26,909 $1.19M 0.18% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 25,367 $1.12M 0.42% +6,729 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,190 $980K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 22,037 $974K <0.01% +5,696 13F-HR/A Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 21,351 $943K 0.03% -1,038 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 20,506 $906K 0.05% -100 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 20,280 $896K 0.08% -220 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 19,966 $882K 0.11% -660 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 19,902 $879K 0.43% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,953 $837K <0.01% +3,022 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 18,802 $831K <0.01% +3,084 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 12,012 $531K 0.2% +86 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,051 $488K <0.01% +248 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,962 $484K <0.01% +113 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,306 $456K 0.04% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,264 $453K <0.01% +121 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,208 $407K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,522 $376K <0.01% -433 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 8,254 $365K 0.07% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,553 $334K 0.01% -5,346 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,967 $308K <0.01% -609 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,674 $295K <0.01% +2,225 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,107 $270K <0.01% -889 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,725 $253K <0.01% +3,478 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 5,529 $244K 0.06% +158 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,209 $230K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,186 $229K <0.01% +666 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 5,179 $229K <0.01% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 4,898 $216K 0.23% +96 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,119 $182K 0.03% +148 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,213 $97.8K <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,507 $66.6K <0.01% +16 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 803 $35K 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 779 $34.4K 0.01% +281 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 686 $30.3K 0.02% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 607 $26.8K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 550 $24.3K 0.01% +6 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $17.7K <0.01% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 271 $12K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 250 $11K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 128 $5.66K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 114 $5.04K <0.01% +59 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 107 $4.72K <0.01% -229 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 54 $2.39K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12 $1K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3 $165 0.02% -3,711 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.