Endurance Services Ltd More: the full row for Endurance Services Ltd 1,140,000 $86.5M 16.04% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,047,811 $79.7M 0.93% +1,672 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 925,556 $70.4M 6.19% +14,259 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 724,628 $55.1M <0.01% +109,093 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/ 594,301 $45.2M <0.01% +43,266 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 488,166 $37.1M 0.42% +31,860 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 476,758 $36.4M 4.54% +14,478 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 371,112 $28.2M 0.33% -37,107 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 315,121 $24M 3.14% +4,730 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 296,292 $22.5M 0.01% +269,853 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 294,837 $22.4M 0.01% +8,114 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 287,230 $21.8M 0.01% +159,365 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 272,153 $20.7M 1.66% +7,968 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 192,021 $14.6M 0.44% -16,828 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 181,952 $13.8M 3.13% +137,352 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 177,454 $13.5M <0.01% +6,298 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 171,575 $13M 1.46% +6,700 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 159,709 $12.1M 0.37% +182 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 146,464 $11.1M 0.02% -1,479 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 141,216 $10.7M 10.18% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 125,393 $9.53M 1.95% +2,580 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 124,987 $9.5M <0.01% +16,284 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 119,971 $9.12M 0.4% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 119,845 $9.11M <0.01% +17,644 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 116,969 $8.89M <0.01% -10,147 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 105,259 $8M 1.28% -2,791 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 101,183 $7.69M 0.01% +13,083 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 93,890 $7.14M 0.01% +114 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 88,934 $6.76M 0.81% +9,894 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 82,726 $6.29M 1.07% +1,793 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 68,310 $5.19M 1.27% -2,584 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 67,709 $5.15M 0.31% -62 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 54,044 $4.11M 0.24% -130 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 52,074 $3.96M <0.01% +43,094 13F-HR Timeline Group Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 49,215 $3.74M 2.81% +46,017 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 49,086 $3.73M 0.01% +13,673 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 45,349 $3.45M 0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 42,089 $3.2M 0.08% +44 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 40,271 $3.06M 0.14% -912 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 40,271 $3.06M 0.02% -82 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 38,890 $2.96M 2.02% -4,327 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 35,677 $2.71M 0.08% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 34,142 $2.6M <0.01% -200 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 34,047 $2.59M 0.53% +4,930 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 31,803 $2.42M <0.01% new 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 31,064 $2.36M <0.01% -79,230 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 31,065 $2.36M <0.01% +8,146 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 27,352 $2.08M <0.01% new 13F-HR/A Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 26,930 $2.05M 0.11% +2,607 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 26,496 $2M 0.13% +15,080 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 25,700 $1.96M 0.26% new 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 25,580 $1.95M 1.61% +4,875 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 24,745 $1.88M 0.16% +4,220 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 23,860 $1.81M 0.1% new 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 20,804 $1.58M 0.41% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 19,785 $1.5M 0.01% -679 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 19,451 $1.48M 0.13% new 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 19,131 $1.45M 0.33% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 19,060 $1.45M <0.01% -4,319 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,230 $1.23M <0.01% -29,644 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 15,088 $1.15M 0.08% -68 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,010 $1.14M 0.01% +1,065 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 13,949 $1.06M 0.53% +8,579 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 13,668 $1.04M 0.21% +515 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 12,468 $948K 0.17% +670 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,029 $915K 0.03% +4 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 11,884 $903K 0.11% +1,030 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,620 $884K <0.01% +2,000 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,308 $860K <0.01% +2,128 13F-HR Timeline Group O'Dell Group, LLC More: the full row for O'Dell Group, LLC 11,187 $851K 0.22% +6,021 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,211 $776K 0.02% +2,166 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 10,123 $770K 0.24% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 9,980 $759K 0.32% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,747 $741K 0.02% +5,657 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,500 $722K 0.01% +1,000 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 8,494 $646K 0.21% -175 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 8,478 $645K 0.37% -174 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,839 $596K 0.09% +1,995 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 7,794 $593K 0.33% -247 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,722 $587K <0.01% -8 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,928 $527K 0.01% +224 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 6,928 $527K 0.01% +224 13F-HR/A Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 6,443 $490K 0.41% +1,134 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,292 $478K 0.02% +2 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 6,108 $464K 0.12% -6,494 13F-HR/A Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,923 $450K 0.06% 0 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 5,749 $437K 0.01% new 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 5,729 $436K 0.2% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,419 $412K 0.04% -213 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 5,223 $397K 0.22% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,117 $389K <0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,063 $385K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,800 $365K <0.01% new 13F-HR Timeline Group Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 4,646 $353K 0.19% +270 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,595 $349K <0.01% +450 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 4,380 $333K 0.02% -305 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 4,329 $329K 0.09% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,008 $305K 0.15% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,813 $290K 0.01% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 3,776 $287K 0.07% -88 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,696 $281K <0.01% +8 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 3,618 $275K 0.14% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,605 $274K 0.02% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,501 $266K 0.02% +480 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,462 $265K 0.18% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,473 $264K <0.01% +5 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,387 $258K <0.01% 0 13F-HR Timeline Group Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,380 $257K 0.22% +761 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 3,352 $255K 0.2% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,344 $254K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,116 $237K <0.01% +342 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,997 $228K 0.01% +9 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,978 $226K 0.07% -162 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,919 $222K 0.04% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 2,700 $205K 0.04% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,080 $158K 0.08% +1,046 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,728 $131K 0.04% -4,731 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,395 $106K 0.02% new 13F-HR Timeline Group Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,277 $97.1K 0.03% new 13F-HR/A Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,033 $78.5K 0.06% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 921 $71.1K <0.01% 0 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 800 $60.8K 0.02% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 671 $51K <0.01% -520 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 476 $36.2K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 425 $32.3K <0.01% -72 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 320 $24.3K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 315 $24K 0.02% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 143 $10.9K <0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 117 $8.92K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 39 $2.97K <0.01% new 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.