BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 816,161 $63.4M 0.01% -32,893 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 698,179 $54.2M <0.01% -89,325 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 655,206 $50.9M 0.02% +116,345 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 361,166 $28M 4.6% +7,779 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 297,621 $23.1M 0.07% -2,621 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 296,929 $23.1M 0.01% +6,264 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 234,772 $18.2M 1.16% -1,110 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 143,292 $11.1M <0.01% +24,770 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 140,075 $10.9M <0.01% +63,532 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 125,376 $9.74M <0.01% +105,143 13F-HR Timeline Group Systelligence, LLC More: the full row for Systelligence, LLC 111,425 $8.65M 1.6% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 94,977 $7.37M 0.05% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 85,932 $6.67M 0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 78,145 $6.07M 0.03% +7,801 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 67,129 $5.21M 1.37% +2,281 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 62,187 $4.83M 0.01% +2,131 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 59,508 $4.62M <0.01% +1,326 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 58,644 $4.55M 2.8% +897 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 56,392 $4.38M 3.05% +12,116 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 54,634 $4.24M 0.01% +3,395 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 53,216 $4.13M 0.01% +39,524 13F-HR/A Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 45,332 $3.52M 0.02% -6,724 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 43,410 $3.37M <0.01% +1,783 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 38,140 $3.02M 0.01% -7,925 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 36,607 $2.9M 0.05% +3,040 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 34,191 $2.65M 0.43% +114 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 33,557 $2.61M <0.01% +29,191 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 31,114 $2.42M 0.32% -1,060 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 29,205 $2.27M <0.01% +24,250 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 25,982 $2.02M 0.01% -3,162 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 23,339 $1.81M 0.03% +20,358 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 23,259 $1.81M 0.61% -556 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 20,131 $1.56M 0.04% +1,495 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 19,720 $1.53M 0.03% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 17,850 $1.39M 0.06% +11,273 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 16,886 $1.31M 0.17% +14,737 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,948 $1.16M <0.01% -3,046 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,583 $1.07M 0.02% -500 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,747 $1.07M 0.02% -262 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,921 $926K <0.01% -2,992 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,764 $913K 0.03% -4 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,599 $823K <0.01% 0 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,343 $803K 0.02% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,944 $772K 0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 8,979 $697K 0.14% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 8,908 $692K <0.01% +792 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,804 $684K 0.04% -4,068 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,789 $682K 0.06% +66 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,486 $659K <0.01% +1,386 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,801 $606K 0.01% +2,374 13F-HR Timeline Group Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,634 $593K 0.26% +399 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,035 $546K 0.02% +211 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,810 $529K 0.13% -17,797 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,535 $507K 0.02% -218 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,379 $495K <0.01% new 13F-HR Timeline Group Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 6,316 $490K 0.26% +485 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 6,264 $486K 0.38% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,875 $456K <0.01% +500 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 5,608 $435K 0.29% -47 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,322 $413K <0.01% +1,933 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,166 $401K 0.01% +394 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,141 $399K <0.01% +4,892 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,893 $380K 0.05% +1,856 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 4,341 $337K 0.14% -1,099 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,798 $295K 0.03% -14,320 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 3,520 $273K 0.16% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,330 $259K 0.01% -1,550 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,969 $231K <0.01% +3 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,969 $231K 0.02% +3 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,851 $221K 0.02% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,795 $217K <0.01% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,672 $207K 0.07% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,243 $174K 0.01% +25 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,702 $132K 0.02% +100 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,691 $131K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,215 $94.3K <0.01% -85 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,003 $77.9K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 928 $72.1K 0.01% +229 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 708 $55K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 651 $50.5K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 535 $41.5K <0.01% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 370 $28.7K 0.01% 0 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 369 $28.7K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 244 $19K <0.01% +110 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 226 $17.5K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 173 $13.4K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 155 $12K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 133 $10.3K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 85 $6.6K <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 72 $5.59K <0.01% +71 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 66 $5.12K <0.01% new 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 55 $4.31K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 47 $3.65K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 43 $3.34K <0.01% +5 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 37 $2.87K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 22 $1.71K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16 $1.27K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7 $544 <0.01% new 13F-HR Timeline 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.