MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,655,933 $44.6M <0.01% +213,041 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/ 5,038,736 $39.7M <0.01% +261,614 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,690,122 $37M 0.01% +41,331 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,361,872 $34.4M 0.01% -37,322 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,146,808 $32.7M 0.01% +74,844 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,914,736 $23M <0.01% +32,784 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,704,154 $21.3M <0.01% +129,503 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,411,543 $19M <0.01% +131,640 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,692,635 $13.3M 0.09% -214,837 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,552,780 $12.2M 0.02% +15,868 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,365,893 $10.8M 0.01% +151,877 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,222,486 $9.63M 0.01% +784 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,217,956 $9.6M 0.01% +23,691 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,107,404 $8.73M 0.02% +292 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 973,962 $7.67M 0.85% -11,898 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 956,230 $7.54M 0.12% -26,582 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 895,417 $7.06M 0.01% +7,194 13F-HR Timeline Group Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 890,862 $7.02M 5.52% -20,542 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 833,198 $6.57M 0.01% +29,858 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 825,013 $6.5M <0.01% +30,024 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 806,831 $6.36M -22,592 Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 785,251 $6.19M 0.01% 0 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 554,077 $4.37M 1.08% +27,583 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 544,903 $4.29M 0.17% +5,773 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 479,664 $3.78M <0.01% +42,061 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 476,950 $3.76M 0.04% -12,734 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 454,537 $3.61M 0.01% -200 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 463,127 $3.57M 0.07% -25,187 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 447,769 $3.53M 0.05% -221,788 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 440,000 $3.47M 24.77% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 391,171 $3.08M <0.01% -9,227 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 383,696 $3.02M 0.02% +32,074 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 378,615 $2.99M 0.01% +28,044 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 377,548 $2.98M 0.01% -54,127 13F-HR/A Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 350,000 $2.76M 0.2% +60,523 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 341,744 $2.69M 0.01% +11,890 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 316,545 $2.49M 0.01% -22,432 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 302,561 $2.38M 0.01% -12,053 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 288,992 $2.28M 0.18% -3,055 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 261,844 $2.06M 0.42% +42,375 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 241,523 $1.9M 0.01% +1,501 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 240,963 $1.9M 0.33% -11,276 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 236,459 $1.86M 0.02% -33,479 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 226,584 $1.79M 0.78% +114,414 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 222,698 $1.75M 0.05% +4,335 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 215,674 $1.7M <0.01% -352 13F-HR Timeline Group Wright Wealth LLC More: the full row for Wright Wealth LLC 210,089 $1.66M 0.99% +15,910 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 202,045 $1.59M 0.02% +111,653 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 202,041 $1.59M 0.02% -4,653 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 199,488 $1.57M 0.01% -3,171 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 199,182 $1.53M +100,474 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 186,542 $1.47M 0.03% -12,430 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 178,942 $1.41M 0.01% -348 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 174,854 $1.38M 0.02% +16,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 168,733 $1.33M 0.53% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 161,712 $1.27M <0.01% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 157,446 $1.24M <0.01% -153,030 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 154,859 $1.22M <0.01% -765 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 153,251 $1.21M 0.23% -649 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 141,288 $1.11M 0.03% -185,045 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 139,246 $1.1M 0.01% +212 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 137,079 $1.08M 0.02% 0 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 133,224 $1.05M 0.02% -4,058 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 130,543 $1.04M 0.02% +31,432 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 129,640 $1.03M 0.04% +37,539 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 126,165 $994K 0.08% +50,836 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 119,264 $940K 0.02% +3,877 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 110,331 $869K 0.02% +17,398 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 106,429 $839K 0.01% -2,800 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 104,883 $826K 0.07% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 103,070 $812K 0.15% +9,517 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 101,328 $798K 0.23% +52,303 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 100,564 $792K 0.28% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 96,899 $764K 0.41% -116 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 88,000 $693K 0.3% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 87,837 $692K 0.02% +7,868 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 87,000 $689K 0.22% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 86,571 $682K 0.11% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 83,600 $659K 0.11% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 83,222 $656K 0.02% -861 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 82,625 $651K 0.01% +163 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 80,967 $638K 0.02% +9,888 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 77,280 $609K 0.11% -421 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 74,884 $590K 0.19% -30,789 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 74,508 $587K <0.01% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 73,658 $580K <0.01% -12,441 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 71,105 $560K <0.01% +245 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 70,922 $559K 0.04% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 69,250 $546K 0.19% +2,000 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 69,092 $544K <0.01% +55,370 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 67,977 $536K 0.01% +252 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 67,074 $529K <0.01% -18,508 13F-HR Timeline Group Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 65,897 $519K 0.44% +678 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 65,897 $519K 0.44% new 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 65,572 $517K 0.06% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 64,911 $511K 0.25% -1,164 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 64,859 $508K 0.03% +7,875 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 63,120 $497K <0.01% +3,718 13F-HR/A Timeline Accel Wealth Management More: the full row for Accel Wealth Management 61,818 $487K 0.11% -3,197 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 61,444 $484K 0.03% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 58,732 $463K 0.11% -8,252 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 57,103 $450K 0.01% +14,892 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 56,090 $442K 0.12% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 55,306 $436K 0.01% new 13F-HR/A Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 55,269 $436K 0.11% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 54,009 $426K <0.01% +4,000 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 53,224 $419K 0.18% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 53,132 $419K <0.01% -320 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 51,889 $407K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 51,605 $407K <0.01% +1,925 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 50,771 $400K 0.15% +972 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 50,149 $395K 0.14% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 48,287 $381K 0.14% +264 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 47,041 $371K 0.01% -6,203 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 45,587 $359K <0.01% +7,900 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 44,691 $352K 0.07% +792 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 44,465 $350K 0.07% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 42,721 $337K 0.03% -4,000 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 42,681 $336K 0.01% +26,755 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 42,204 $333K 0.01% 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 41,561 $328K 0.15% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 41,102 $324K 0.01% -4,742 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 40,346 $320K <0.01% -20,619 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 39,903 $314K <0.01% +1,682 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 39,283 $310K 0.01% 0 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 39,016 $307K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 37,532 $295K <0.01% +9,132 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 37,182 $293K 0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 36,389 $287K 0.01% -1,189 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 36,305 $286K <0.01% -8,339 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 37,890 $286K 0.04% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 36,035 $284K 0.02% -3,010 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 34,405 $271K 0.01% -850 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 34,258 $270K 0.03% -34,712 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $270K 0.06% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 32,903 $259K 0.24% +700 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 32,014 $252K <0.01% 0 13F-HR Timeline Group SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 32,000 $252K 0.03% -62 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 32,082 $252K 0.01% -4,691 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 31,606 $249K <0.01% +17,996 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 31,296 $247K 0.03% +3,146 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 31,161 $245K 0.03% +3,231 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 31,089 $245K <0.01% -1,980 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 30,609 $243K <0.01% +528 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 30,719 $242K 0.09% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 30,609 $241K <0.01% +1,528 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 30,571 $241K 0.02% +8,942 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 30,000 $236K <0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 29,877 $235K <0.01% -72 13F-HR Timeline Group McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 29,583 $233K 0.12% +12,392 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 29,367 $231K 0.03% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 28,563 $225K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 28,264 $223K <0.01% -202 13F-HR Timeline Mueller Wealth, LLC More: the full row for Mueller Wealth, LLC 28,255 $223K 0.15% +1,598 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 27,802 $219K 0.01% -983 13F-HR Timeline Group SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 27,604 $218K 0.03% +542 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 27,262 $215K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 27,144 $214K 0.08% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 26,550 $209K 0.01% +2,075 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 27,191 $209K <0.01% -72,736 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 26,244 $207K <0.01% +2,953 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 26,144 $206K <0.01% -8,133 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 24,921 $196K <0.01% 0 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 24,611 $196K <0.01% -1,542 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 24,785 $195K 0.19% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 24,728 $195K <0.01% -178 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 24,565 $194K 0.01% +221 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 24,474 $193K 0.03% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 24,468 $193K <0.01% -872 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 24,434 $193K <0.01% +2,061 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 24,262 $191K <0.01% +2,741 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 24,143 $190K <0.01% +1,036 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 24,089 $190K 0.1% +558 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 24,056 $190K 0.03% +39 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 24,008 $189K <0.01% +10,990 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 22,692 $179K 0.06% +120 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 22,500 $177K 0.07% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 22,146 $175K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 21,305 $168K 0.01% -1,694 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 21,273 $168K 0.02% -969 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 21,023 $166K 0.09% -22,333 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 20,874 $164K 0.04% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,347 $160K 0.01% -3,620 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 20,216 $159K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 20,222 $159K 0.02% 0 13F-HR Timeline Pacific Wealth Strategies Group, Inc. 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