MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 849,811 $63.8M <0.01% +27,963 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 502,635 $37.7M 0.02% +27,487 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/ 500,830 $37.6M <0.01% +15,524 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 369,254 $27.7M 4.94% -5,028 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 303,870 $22.8M 0.08% -2,374 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 274,593 $20.6M 0.01% 13F-HR/A Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 226,394 $17M 1.24% +7,071 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 100,932 $7.58M <0.01% +539 13F-HR Timeline Group McCarthy & Cox More: the full row for McCarthy & Cox 64,210 $4.82M 1.67% +1,937 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 62,233 $4.67M 0.03% +422 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 59,628 $4.48M 0.01% +6,458 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 57,723 $4.33M 0.03% +5,143 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 57,353 $4.31M 2.65% +304 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 56,089 $4.21M <0.01% +1,178 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 50,414 $3.79M 0.01% +1,935 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 43,361 $3.26M 3.42% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 42,953 $3.22M 0.01% +104 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 38,156 $2.86M <0.01% +7,092 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 36,674 $2.75M 0.49% -946 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 36,333 $2.73M <0.01% -404 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 31,844 $2.39M 0.48% -1,381 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 29,753 $2.23M 0.02% -6,252 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 23,865 $1.79M 0.72% +106 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 23,700 $1.78M 0.35% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 16,313 $1.22M 0.03% +2,646 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,746 $1.11M 0.02% -1 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,119 $1.06M 0.02% +254 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 12,536 $941K 0.03% +6,309 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,529 $941K <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 10,599 $796K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,223 $767K <0.01% +3,001 13F-HR/A Timeline Group Investors Research Corp More: the full row for Investors Research Corp 10,089 $757K 0.17% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,926 $745K 0.03% +822 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,329 $700K 0.03% -3,380 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,594 $645K 0.06% -320 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 8,321 $625K <0.01% +1,518 13F-HR/A Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 7,311 $549K 0.26% -3,641 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,195 $540K 0.03% -904 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 6,212 $466K 0.21% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,006 $451K 0.03% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,731 $430K <0.01% -6,460 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 5,713 $429K 0.32% 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,375 $419K <0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,271 $396K 0.02% +1,659 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 5,222 $392K 0.22% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,884 $367K 0.01% -28,590 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,689 $352K 0.05% +9 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,171 $313K <0.01% +764 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,943 $296K <0.01% -260 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,587 $269K 0.01% +3,453 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,347 $251K <0.01% -644 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,218 $242K <0.01% -386 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,966 $223K <0.01% +17 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,966 $223K 0.02% +17 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,950 $221K 0.02% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,672 $204K 0.07% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,258 $170K 0.01% +650 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,126 $160K 0.04% +8 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,691 $127K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,602 $120K 0.02% +1 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,163 $87.3K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 906 $68K <0.01% -40 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 708 $53.2K <0.01% -19 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 687 $51.6K <0.01% +4 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 651 $48.9K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 650 $48.8K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 535 $40.4K <0.01% 0 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 400 $30K <0.01% new 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 400 $30K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 225 $16.9K <0.01% -98 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 200 $15K 0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 172 $12.9K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 133 $10.4K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 134 $10.1K <0.01% -2,007 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 120 $9.01K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 60 $4.54K <0.01% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 38 $2.85K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 9 $681 <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 8 $601 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $51 <0.01% -1,539 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.