Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 540,461 $24.2M 0.47% -9,329 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 514,701 $23.1M 0.01% -36,624 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 321,812 $14.4M 0.59% +7,310 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 248,497 $11.1M 4.21% -1,316 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 233,616 $10.5M <0.01% +5,997 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 194,616 $8.72M 8.59% -4,004 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 151,262 $6.78M 4.16% -3,426 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 80,930 $3.63M <0.01% +625 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 72,767 $3.26M <0.01% -41,451 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 67,586 $3.03M <0.01% -346 13F-HR Timeline Group Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 61,710 $2.77M 1.92% +5,770 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 44,707 $2M 0.07% +2,953 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 40,532 $1.82M <0.01% +18,495 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 40,314 $1.81M 0.36% -2,215 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 26,969 $1.21M 0.18% +60 13F-HR/A Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 25,380 $1.14M 0.42% +13 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 24,349 $1.09M 1.04% -6,043 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,190 $995K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 21,351 $943K 0.04% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 20,951 $939K 0.05% +445 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 20,791 $932K 0.11% +825 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 19,106 $856K 0.44% -796 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 18,489 $829K <0.01% -313 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 17,865 $801K 0.07% -2,415 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 11,874 $532K 0.3% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,039 $495K <0.01% +77 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,475 $470K <0.01% +211 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,092 $452K <0.01% -959 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 9,252 $415K <0.01% +2,285 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,524 $382K <0.01% +2 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 8,254 $370K 0.07% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,880 $353K 0.01% +327 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,409 $332K <0.01% +2,200 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,976 $313K <0.01% +1,251 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,692 $300K <0.01% +18 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 5,643 $253K 0.06% +114 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,471 $245K <0.01% -636 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 5,287 $237K 0.05% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 5,241 $235K <0.01% +62 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,989 $224K <0.01% -197 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 4,784 $214K 0.15% -114 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,615 $207K <0.01% new 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,548 $204K <0.01% -14,405 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,321 $194K 0.02% +202 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,768 $168K 0.01% +3,765 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,039 $136K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,215 $99.3K <0.01% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,513 $67.8K <0.01% +6 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 903 $40.5K 0.01% +124 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 688 $30.9K 0.02% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 607 $27.2K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 552 $24.7K 0.01% +2 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $17.9K <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 136 $6.1K <0.01% +22 13F-HR/A Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 133 $5.96K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 107 $4.81K <0.01% 0 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 $2.43K <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 CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.