BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,327,634 $247M 0.02% -739,348 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,673,658 $158M 0.01% -33,653 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,739,443 $126M 0.11% -62,675 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,453,397 $82.8M 0.03% +49,871 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,657,274 $55.9M 0.02% 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,277,707 $43.1M 0.01% -2,528 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 958,587 $32.3M 0.01% -14,333 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 916,960 $30.9M 0.1% +15,384 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 864,979 $29.2M 0.01% +5,124 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 695,703 $23.5M 0.07% +74,973 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 600,041 $20.2M 0.02% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 554,500 $18.7M 0.02% +151,564 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 512,550 $17.3M 0.04% -5,624 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 496,889 $16.8M 0.04% -194,807 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 448,409 $15.1M 0.02% -22,667 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 412,507 $14M 2.9% -6,889 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 393,855 $13.3M 0.03% +15,975 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 317,013 $10.7M 0.01% +114,796 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 291,932 $9.85M 0.02% +98,353 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 272,688 $9.2M 0.06% +24,036 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 255,587 $8.62M 0.09% +25,493 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 255,587 $8.62M 0.09% +25,493 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 251,278 $8.48M 0.02% -106,885 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 243,631 $8.22M <0.01% +3,627 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 236,114 $7.97M 3.37% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 161,658 $5.45M 0.22% -5,744 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 161,597 $5.45M 0.22% new 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 137,620 $4.64M 4.64% -156 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 132,111 $4.46M 1.39% +11,715 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 112,030 $3.78M 0.71% -81,182 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 103,509 $3.49M 0.01% +11,382 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 101,064 $3.41M <0.01% +12,207 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 100,349 $3.39M 0.02% -5,937 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 98,432 $3.32M 0.34% +3,577 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 95,743 $3.23M 2.96% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 93,004 $3.14M 0.01% +499 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 89,054 $3M 0.88% +11,364 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 80,658 $2.72M 0.52% +61,537 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 79,118 $2.67M 0.22% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 73,298 $2.47M 0.01% +7,185 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 73,297 $2.47M 0.01% -2,615 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 72,026 $2.43M 0.08% +11,875 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 68,244 $2.3M 0.36% +4,945 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 67,742 $2.29M 0.02% -13,115 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 66,619 $2.25M 0.28% -2,804 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 62,312 $2.1M 0.07% -2,992 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 62,138 $2.1M 0.01% +79 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 60,605 $2.04M <0.01% +54,912 13F-HR Timeline Group 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 60,000 $2.02M 1.6% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 58,991 $2.01M 0.02% +799 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 54,898 $2M 0.12% -961 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 58,972 $1.99M 0.2% -650 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 58,301 $1.97M 0.09% -12,515 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 57,327 $1.93M <0.01% +13,622 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 57,116 $1.93M 0.07% -97,320 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 53,925 $1.82M 0.5% -3,350 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 48,901 $1.65M <0.01% -2,127 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 48,768 $1.65M 0.05% +19,806 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 44,082 $1.49M 0.14% +7,500 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 43,806 $1.48M 0.02% -16,152 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 43,348 $1.46M 1.15% +4,567 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 42,918 $1.45M 0.08% -11,124 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 41,403 $1.4M <0.01% +4,511 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 40,784 $1.38M 1.05% 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 39,384 $1.33M 0.4% +13,850 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 38,819 $1.31M 0.98% +2,007 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 36,432 $1.23M 0.02% -6,015 13F-HR Timeline Group SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 35,916 $1.21M 0.56% +1,323 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 34,530 $1.17M 0.02% -6,095 13F-HR Timeline Group Lane & Associates LLC More: the full row for Lane & Associates LLC 32,293 $1.12M 0.58% +6,597 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 32,244 $1.09M 0.27% +9,110 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 32,106 $1.08M 0.16% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 29,763 $1.01M 0.02% +98 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 29,163 $984K 0.08% +2,607 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 29,047 $980K 0.14% -1,466 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 28,909 $975K 0.96% 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 28,907 $975K 0.14% -25,546 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 28,554 $963K 0.03% -375 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 27,476 $927K 0.1% +1,571 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 27,456 $926K <0.01% +80 13F-HR/A Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 26,285 $887K 0.05% -32,749 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 26,271 $886K 0.39% new 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 25,645 $874K 0.46% -127 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25,812 $871K 0.03% +4,856 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 25,715 $868K 0.03% +856 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,443 $858K 0.02% -421 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 23,091 $779K 0.05% +2,978 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 22,222 $750K 0.47% +70 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 22,006 $742K <0.01% -3,906 13F-HR Timeline Group KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 21,639 $730K 0.72% -128 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 21,621 $730K 0.04% +14 13F-HR Timeline Group NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 21,321 $719K 0.31% +10,417 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 20,717 $699K 0.03% +2,270 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 20,684 $698K 0.03% -1,249 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 19,756 $667K 0.1% 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 19,752 $666K 0.06% +2,620 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,337 $652K 0.01% -80 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,019 $644K 0.01% +5,135 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 18,225 $615K 0.02% -5,397 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 18,175 $613K 0.2% -97 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,279 $549K 0.01% +139 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 16,114 $544K 0.03% +4,783 13F-HR Timeline Group TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 16,081 $543K 0.27% -5 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 15,937 $538K 0.15% -5,609 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 15,705 $530K 0.4% -5,398 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 15,664 $528K 0.07% -4,578 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,498 $523K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,375 $519K 0.02% +8,985 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 15,356 $518K <0.01% +2,193 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 15,315 $517K 0.02% -8,537 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 15,200 $513K 0.06% -849 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 14,504 $489K 0.18% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 14,456 $488K 0.15% -82 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 14,200 $479K 0.12% +390 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,080 $475K 0.02% -5,580 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 13,882 $468K 0.1% +6,941 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,681 $463K 0.02% +1,018 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,150 $444K 0.02% -34 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 12,000 $405K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,845 $400K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,687 $394K 0.01% -416 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 11,480 $387K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,902 $382K <0.01% -824 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,855 $366K <0.01% -2,656 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,559 $356K 0.04% +809 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 10,315 $348K 0.18% -1,995 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,240 $345K +3,244 Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,000 $337K <0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,990 $337K <0.01% +2,768 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 9,558 $322K 0.09% -351 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,249 $312K 0.14% -38 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,133 $307K 0.03% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,839 $298K 0.03% +789 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,833 $298K <0.01% -879 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,767 $296K <0.01% +153 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,592 $290K <0.01% +1,954 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,476 $286K 0.05% new 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 8,300 $280K 0.21% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 8,282 $279K 0.02% new 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 8,260 $278K 0.02% +2,150 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 7,881 $266K <0.01% -11,189 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,852 $265K 0.01% +68 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,813 $264K 0.01% -274 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,803 $263K 0.03% -2,736 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,485 $253K 0.19% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,199 $245K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,107 $240K 0.08% +445 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,050 $238K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,674 $225K <0.01% +252 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,507 $220K <0.01% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 6,435 $217K 0.14% -270 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,310 $213K 0.01% -1,987 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 6,217 $210K 0.04% +345 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,755 $194K 0.01% -3,806 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,487 $185K 0.01% new 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 4,890 $164K 0.12% +2,440 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4,322 $146K 0.1% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,871 $131K <0.01% +8 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,607 $123K <0.01% -24 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,533 $119K 0.01% +332 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,225 $108K 0.02% +1,138 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,937 $99.1K <0.01% -841 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,875 $97K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,776 $93.7K 0.01% +24 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,400 $80.6K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,892 $63.8K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,823 $61.5K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,810 $61.1K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,586 $53.5K <0.01% -23 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,460 $49K 0.01% +30 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,436 $48.5K <0.01% -4,585 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,070 $36.1K <0.01% -3,342 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,000 $33.7K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,000 $33.7K <0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,000 $33.7K 0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 976 $33.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 933 $31.5K <0.01% -1,747 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 763 $25.7K 0.01% +3 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 684 $23K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 577 $19.5K <0.01% -389 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 549 $18.5K <0.01% +5 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 550 $18.5K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 533 $18K 0.01% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 500 $16.9K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 390 $13.3K <0.01% 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 351 $11.9K <0.01% new 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 350 $11.8K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 300 $10.2K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 302 $10.2K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 290 $9.79K <0.01% -1,438 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 270 $9.11K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD Capital Management LLC More: the full row for TD Capital Management LLC 178 $6.01K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 150 $5.06K <0.01% -29 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 145 $4.89K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 105 $3.54K <0.01% -300 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 104 $3.51K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 50 $1.69K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 43 $1.45K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 42 $1.42K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 25 $844 <0.01% new 13F-HR Timeline