MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,104,655 $156M 0.01% +1,172,752 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,908,282 $95.9M 8.44% +118,537 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,233,046 $62M 3.96% +799 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/ 1,149,777 $57.8M <0.01% +202,654 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 657,854 $33.1M 0.33% -15,933 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 584,589 $29.4M 0.07% +300,537 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 519,603 $26.1M 0.89% -90 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 507,620 $25.5M 0.01% +122,257 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 475,198 $23.9M -14,755 Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 432,145 $21.7M 2.57% +66,265 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 412,801 $20.8M 0.01% -15,182 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 290,409 $14.6M <0.01% -17,152 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 226,011 $11.4M -52,931 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 217,177 $10.9M 0.02% +103,801 13F-HR/A Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 214,903 $10.8M 0.15% +4,492 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 192,141 $9.66M 3.4% +9,796 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 184,590 $9.28M 0.03% -16,114 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 177,362 $8.92M 0.26% +21,976 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 158,452 $7.96M 0.02% +46,897 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 154,659 $7.77M 0.13% -1,573 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 152,532 $7.67M 0.01% +52,120 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 149,743 $7.53M 0.03% +1,836 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 138,292 $6.95M <0.01% +39,067 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 131,042 $6.59M 0.01% +107,993 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 128,780 $6.47M 0.03% +8,740 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 127,694 $6.42M 2.01% -14,256 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 126,382 $6.35M 0.05% -34,516 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 126,261 $6.35M <0.01% +19,226 13F-HR/A Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 123,676 $6.22M 1.22% -121,517 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 106,255 $5.34M 0.21% -96,007 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 95,084 $4.78M 0.18% +21,829 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 93,829 $4.72M 0.05% +8,088 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 92,567 $4.65M 0.12% +530 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 92,423 $4.65M 0.03% +7,106 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 86,465 $4.35M 0.85% +23,010 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 85,303 $4.29M 0.01% +7,589 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 83,507 $4.2M 0.86% +33,746 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 81,546 $4.1M 0.85% -2,266 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 76,775 $3.86M 0.4% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 76,605 $3.85M 1.53% +875 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 71,223 $3.58M 2.28% +18,965 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 66,993 $3.37M 0.6% +406 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 66,610 $3.35M 0.32% +10,600 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 66,316 $3.33M <0.01% +37,009 13F-HR Timeline Group Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 66,303 $3.33M 1.35% +1,164 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 65,036 $3.27M 1.21% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 61,476 $3.09M 1.84% -19,200 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 59,781 $3M <0.01% +9,989 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 59,516 $2.99M 0.53% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 56,508 $2.84M 0.09% -2,277 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 55,609 $2.8M 0.01% +32,600 13F-HR/A Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 51,257 $2.58M 0.17% +1,551 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 43,986 $2.21M <0.01% +25,936 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 43,305 $2.18M 0.93% +3,078 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 42,194 $2.12M <0.01% -153 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 41,704 $2.1M 0.11% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 40,640 $2.04M <0.01% -5,467 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 40,562 $2.04M 0.19% -6,390 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 39,612 $1.99M 0.64% +451 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 38,053 $1.91M <0.01% -1,096 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 36,650 $1.84M 0.07% +1,000 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,022 $1.81M 0.02% +224 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 35,991 $1.81M 0.12% +14,336 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 35,650 $1.79M 0.01% -16,248 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 35,154 $1.77M 0.49% +81 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 34,236 $1.72M 0.04% +29,116 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 32,927 $1.66M 0.04% +3,911 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 32,569 $1.64M 0.16% +2,379 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 31,718 $1.59M 0.02% +8,773 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 30,777 $1.55M 0.12% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 30,624 $1.54M 0.29% +13,399 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 30,020 $1.51M 1.35% +23,525 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 29,787 $1.5M 0.17% +4,708 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 28,734 $1.44M <0.01% -961 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 27,297 $1.37M <0.01% +19,261 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 26,374 $1.33M 0.01% -1,418 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 25,446 $1.28M 0.04% +12,687 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 25,186 $1.27M 0.94% +3,016 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 24,386 $1.23M <0.01% -746 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 24,016 $1.21M 0.12% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 24,015 $1.21M 0.01% +10,411 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 23,989 $1.21M 0.66% -14,226 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 22,336 $1.12M <0.01% +10,792 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,249 $1.12M 0.07% +10,083 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 21,039 $1.06M 0.3% -3,882 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 20,819 $1.05M 0.01% -7,563 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,564 $1.03M <0.01% +5,853 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,139 $1.01M 0.06% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 20,089 $1.01M 0.01% -1,115 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 20,000 $1.01M 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 19,798 $995K 0.03% new 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 19,645 $988K 0.16% -4,868 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 19,189 $965K 0.31% +2,433 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 17,815 $896K 0.6% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,093 $859K 0.02% +16,966 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 17,069 $858K 0.36% -1,605 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 16,670 $838K 0.05% +3,374 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 15,970 $803K 0.52% -8,095 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,558 $782K 0.03% +2,604 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 15,313 $770K 0.36% +1,470 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 14,900 $749K 0.06% -5,709 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 14,671 $737K <0.01% -447 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,436 $726K 0.03% 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 13,808 $694K 0.2% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 13,497 $678K 0.25% +1,000 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 13,321 $670K 0.09% -729 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 13,117 $659K 0.74% -917 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 13,018 $654K 0.06% +7,771 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 12,523 $630K 0.31% -29,194 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,267 $617K 0.01% +5,365 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,811 $594K 0.02% +2,329 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,582 $582K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 11,433 $575K <0.01% +1,189 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 11,425 $574K 0.39% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 11,392 $573K 0.06% new 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 10,945 $551K 0.23% -29,095 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 10,608 $533K 0.01% -790 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,500 $528K 0.01% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,142 $460K 0.01% -1,017 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,134 $459K 0.01% +2,346 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 9,032 $454K 0.03% -1,000 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,875 $446K 0.01% +7,551 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 8,347 $420K 0.17% +61 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,146 $410K 0.01% +1,232 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8,147 $410K 0.22% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 8,000 $402K 0.3% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 7,889 $397K 0.1% +398 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 7,405 $372K 0.08% +576 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 7,300 $367K 0.25% -5,500 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 7,046 $354K 0.06% +1,372 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 7,000 $352K 0.24% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,958 $350K 0.02% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,740 $338K 0.02% +2,001 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 6,649 $334K 0.07% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,295 $316K 0.03% -3,710 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,280 $315K 0.18% -485 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,155 $309K 0.01% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 5,783 $291K 0.08% +1,030 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 5,697 $286K 0.17% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,634 $283K <0.01% +3,976 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 5,442 $274K 0.07% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,421 $273K 0.1% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,227 $263K 0.01% -959 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 5,161 $259K 0.25% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,037 $253K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,997 $251K <0.01% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 4,935 $248K 0.15% -169 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,928 $248K 0.01% +7 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,800 $241K 0.01% 0 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 4,749 $239K 0.09% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,701 $236K 0.16% -537 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,389 $221K 0.02% +208 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 4,267 $215K 0.08% -45 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,245 $213K <0.01% new 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,184 $210K 0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,118 $207K 0.02% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,987 $200K 0.02% -335 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,986 $200K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,921 $147K 0.02% +2,300 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,390 $120K <0.01% new 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 2,102 $106K 0.09% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,015 $101K 0.01% +18 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,783 $89.6K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,486 $75K <0.01% 0 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,483 $74.5K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,151 $57.8K 0.02% -51 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 951 $47.8K 0.05% 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 593 $29.8K 0.01% +20 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 577 $29K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 464 $23.3K <0.01% +3 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 460 $23.1K <0.01% 13F-HR Timeline City State Bank More: the full row for City State Bank 381 $19.2K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 345 $17.3K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 340 $17.1K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 285 $14.3K <0.01% -7 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 262 $13.2K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 200 $10.1K <0.01% -28 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 207 $10K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 204 $10K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 103 $5.18K <0.01% +22 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 100 $5K <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 $29 <0.01% 0 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.