MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,987,350 $252M 0.02% +363,855 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,602,061 $151M 0.04% +409,320 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,788,748 $117M 0.09% +64,474 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,765,042 $74.2M 0.02% +59,636 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,038,953 $43.7M 0.01% -169,429 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 656,304 $27.6M <0.01% +7,395 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 450,306 $18.9M +53,553 Timeline &PARTNERS More: the full row for &PARTNERS 412,611 $17.4M 0.11% +31,824 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 370,491 $15.6M 0.01% -40,997 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 359,953 $15.1M 1.02% +30,153 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 339,145 $14.3M 0.01% +100,032 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 325,917 $13.7M 0.26% +196,839 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 290,427 $12.2M 0.38% +2,617 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/ 288,936 $12.1M <0.01% -695 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 276,437 $11.6M 0.02% +29,511 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 251,269 $10.6M 0.01% +29,611 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 241,600 $10.2M 0.42% +180,200 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 237,801 $10M 0.7% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 207,183 $8.71M 0.75% +20,002 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 206,208 $8.67M 5.56% -2,021 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 193,722 $8.15M 0.26% -6,649 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 187,581 $7.82M 4.6% +5,381 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 175,244 $7.37M 0.11% +2,814 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 164,713 $6.93M 0.02% +2,894 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 157,251 $6.61M <0.01% +2,500 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 146,538 $6.16M 0.03% +8,891 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 119,189 $5.01M 0.01% -6,867 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 119,022 $5M 1.95% +12,561 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 112,424 $4.73M 1.18% -10,012 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 106,170 $4.46M 0.06% +908 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 101,341 $4.26M -1,788 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 86,553 $3.64M 0.02% +2,535 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 86,272 $3.63M <0.01% -6,243 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 78,297 $3.29M 0.01% +20,476 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 77,459 $3.26M 1.39% +1,258 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 77,265 $3.25M 0.06% -1,430 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 72,242 $3.04M 0.26% +6,189 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 70,902 $2.98M 0.19% +66 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 65,794 $2.77M 1.42% -484 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 62,718 $2.64M 1.05% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 62,658 $2.63M 0.09% -1,614 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 62,297 $2.62M 0.83% -805 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 61,728 $2.6M 0.04% +3,962 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 59,779 $2.51M 0.79% +2,519 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 55,872 $2.35M 0.01% +25,361 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 55,031 $2.31M <0.01% +1,337 13F-HR Timeline Group Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 52,230 $2.2M 1.59% +6,640 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 51,431 $2.16M 0.01% +25,472 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 50,668 $2.13M 0.05% +2,964 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 50,452 $2.12M 0.07% +2,746 13F-HR Timeline Group Rockport Wealth LLC More: the full row for Rockport Wealth LLC 49,905 $2.1M 0.43% -6,603 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 49,229 $2.07M 0.01% +8,517 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 49,109 $2.07M 0.06% -240 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 48,362 $2.03M 0.41% +1,174 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 47,754 $2.01M 0.05% +6,909 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 45,862 $1.93M <0.01% +36,486 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 43,786 $1.84M 0.24% +9,210 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 43,287 $1.82M 0.6% +7,669 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 42,939 $1.81M 0.03% -2,289 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 40,818 $1.72M 0.02% +1,223 13F-HR Timeline Group Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 40,548 $1.71M 0.78% +1,003 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 40,024 $1.68M 0.02% 0 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 36,712 $1.54M 0.99% -4,430 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 36,288 $1.53M 0.01% +1,503 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 35,450 $1.49M <0.01% +502 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 33,264 $1.4M 0.44% +7,984 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 32,530 $1.37M 0.98% +2,896 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 32,750 $1.34M 0.29% +2,731 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 30,464 $1.28M -4,927 Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 29,549 $1.24M 0.12% +302 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 28,112 $1.18M 0.13% -982 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 26,974 $1.13M 0.01% +586 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 26,553 $1.12M 0.24% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 25,847 $1.09M 0.79% +536 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 24,766 $1.04M 0.18% +837 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,719 $1.04M 0.03% +807 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 21,862 $919K <0.01% +5,332 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,710 $913K <0.01% +4,055 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 21,539 $906K 0.03% +4,266 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 21,102 $887K 0.07% +603 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,852 $877K 0.02% -2,315 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 20,266 $852K 0.01% +3,431 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 20,078 $844K 0.01% -85,573 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 19,850 $835K 0.01% -1,255 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19,649 $826K 0.09% +3,742 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 18,947 $797K 0.45% +300 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 17,708 $745K 0.02% +167 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,795 $706K <0.01% -2,148 13F-HR/A Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 16,305 $686K 0.16% -8,358 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,877 $668K 0.03% -2,144 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,740 $662K 0.01% -462 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 15,253 $641K <0.01% -8,511 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 15,020 $632K 0.25% -1,164 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,768 $621K 0.04% +82 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,559 $612K <0.01% +590 13F-HR Timeline Group Ramiah Investment Group More: the full row for Ramiah Investment Group 14,509 $610K 0.54% +643 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,403 $606K 0.03% -450 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,346 $603K 0.02% -127,022 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 14,316 $602K 0.26% -260 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 14,264 $600K 0.47% +1,483 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 14,198 $597K 0.29% -3,611 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,017 $589K 0.01% -4,894 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 13,939 $586K 0.48% +145 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 12,605 $530K 0.08% +34 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,577 $529K <0.01% +1,684 13F-HR Timeline Group Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 12,503 $526K 0.21% -16,718 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 12,467 $524K 0.14% -584 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,341 $519K 0.01% +7,544 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,194 $513K 0.01% +656 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,535 $485K 0.03% -76 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,187 $470K <0.01% +7,191 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 10,910 $459K 0.15% -19 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,529 $443K 0.02% +3,730 13F-HR Timeline Group APS Management Group, Inc. More: the full row for APS Management Group, Inc. 10,177 $428K 0.38% 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 10,080 $424K 0.17% +507 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 10,000 $420K 0.27% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,857 $414K 0.02% -6,015 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,644 $403K 0.03% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,475 $398K <0.01% +1,191 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 9,412 $396K <0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 9,095 $382K <0.01% -500 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 9,051 $381K 0.21% -885 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,729 $367K 0.01% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 8,606 $362K 0.16% -93 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 8,595 $361K 0.15% -1,500 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,493 $357K 0.01% +1,059 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,144 $342K 0.02% -3,078 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 8,031 $338K 0.03% -13,482 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7,687 $323K 0.03% -1,302 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,531 $317K 0.01% -1,181 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 7,450 $313K 0.01% -750 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,308 $307K 0.01% -6,073 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,277 $306K 0.01% +337 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 7,172 $302K 0.04% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,107 $299K <0.01% -424 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,097 $298K 0.12% -689 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,974 $293K 0.03% -4,361 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,997 $293K <0.01% -5,119 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,936 $292K 0.05% +633 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 6,708 $282K 0.09% -369 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 6,622 $278K 0.1% -528 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,579 $277K 0.12% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6,542 $275K 0.08% -468 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,399 $269K 0.02% -26 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,294 $265K 0.05% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,258 $263K 0.02% -1,873 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,238 $262K 0.08% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,063 $255K <0.01% +165 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,949 $250K 0.02% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 5,921 $249K 0.18% -1,184 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 5,878 $247K 0.07% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,478 $230K 0.03% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,325 $224K <0.01% -4,127 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,240 $220K 0.16% +421 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,179 $218K 0.01% -1,035 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/ 5,167 $217K <0.01% new 13F-HR Timeline Group ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 5,154 $217K 0.13% +25 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,924 $207K <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,786 $201K 0.01% -3,379 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 4,540 $191K 0.13% +179 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,440 $187K <0.01% +66 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,042 $170K <0.01% -25 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,606 $152K <0.01% -50 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,036 $128K 0.05% -192 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,911 $122K <0.01% +131 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,620 $110K <0.01% +44 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,593 $109K <0.01% +3 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,566 $108K 0.04% -167 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,400 $101K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,311 $97.2K <0.01% +360 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,214 $93.1K 0.01% +15 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,080 $87K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,031 $85.4K <0.01% +6 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,000 $84.1K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,392 $58.5K <0.01% 0 13F-HR/A Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 1,355 $57K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. 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