LPL Financial LLC More: the full row for LPL Financial LLC 1,558,796 $211M 0.06% +604,031 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 965,623 $131M 0.01% +211,518 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 820,187 $111M 0.01% +188,704 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 439,573 $59.6M 0.02% +207,770 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 346,247 $47M 0.01% +77,526 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 327,399 $44.4M 0.01% +94,602 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 325,728 $44.2M 0.05% +220,604 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 223,771 $30.4M 0.03% +35,482 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 198,746 $27M 0.01% +124,684 13F-HR Timeline Group Rockport Wealth LLC More: the full row for Rockport Wealth LLC 144,995 $19.7M 4% -31,502 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 142,596 $19.3M 0.05% +49,397 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 154,980 $19.2M 0.03% +59,998 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 137,909 $18.7M 0.09% -1,744 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 136,730 $18.5M 0.02% +63,887 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 125,978 $17.1M 5.53% +124,127 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 106,869 $14.5M 0.04% +56,586 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 104,197 $14.1M 1.73% +24,443 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 95,343 $12.9M 0.06% +7,281 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 87,168 $11.8M 0.01% +18,785 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 81,241 $11M <0.01% +48,124 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 80,821 $11M 6.1% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 77,291 $10.5M 0.01% +58,625 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 76,397 $10.4M 5.24% -1,627 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 75,170 $10.2M 0.26% +32,221 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 75,100 $10.2M 0.01% new 13F-HR Timeline Group Madrid Financial Services More: the full row for Madrid Financial Services 70,550 $9.57M 5.98% +42,689 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 70,276 $9.53M +40,475 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 67,829 $9.2M 0.02% +43,288 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 61,710 $8.37M 0.01% +7,868 13F-HR Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 61,485 $8.34M 0.94% +11,680 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 59,361 $8.05M 0.09% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 56,688 $7.69M 0.91% +9,361 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 56,387 $7.65M 0.12% -830 13F-HR Timeline Price Capital Management, Inc. More: the full row for Price Capital Management, Inc. 56,220 $7.63M 8.96% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 52,715 $7.15M 0.43% +37,626 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 50,721 $6.88M 0.61% +2,392 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 47,870 $6.49M 0.04% +16,663 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 45,442 $6.16M 0.15% +5,140 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 43,836 $5.95M <0.01% +27,112 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 43,734 $5.93M 0.03% +19,054 13F-HR/A Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 39,100 $5.3M 2.32% +1,531 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 37,958 $5.15M 0.01% +6,611 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 37,588 $5.1M 0.66% +25,006 13F-HR Timeline SCOPUS ASSET MANAGEMENT, L.P. More: the full row for SCOPUS ASSET MANAGEMENT, L.P. 37,264 $5.05M 0.12% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 37,000 $5.02M 0.04% 0 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 34,720 $4.71M 0.08% +10,097 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 34,651 $4.7M <0.01% +4,010 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 34,285 $4.65M 0.18% +11,787 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 33,905 $4.6M 0.12% +8,972 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 32,259 $4.38M 1.27% +23,749 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 32,149 $4.36M 1.33% +998 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 30,450 $4.13M 1.29% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 30,120 $4.09M <0.01% new 13F-HR/A Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,881 $4.05M 0.07% -1,254 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 28,434 $3.86M 0.14% -13,912 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 24,416 $3.56M 0.01% +5,997 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 25,372 $3.44M 0.67% -1,435 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 24,049 $3.26M 0.64% +4,147 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 23,966 $3.25M 0.01% +14,034 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 23,433 $3.18M 0.57% -668 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 23,131 $3.14M 0.14% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 22,775 $3.09M 0.84% +337 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,515 $3.05M <0.01% +19,498 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22,213 $3.01M 0.07% +19,507 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 21,106 $3M 0.63% new 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 19,480 $2.95M 1.04% new 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 21,680 $2.94M 0.13% +9,890 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 21,421 $2.91M 0.24% +3,668 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 20,933 $2.84M 1.07% +183 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 20,863 $2.83M 0.05% +15,109 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 19,954 $2.71M 0.09% +5,241 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,610 $2.66M 0.07% +1,345 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 19,555 $2.65M 0.09% +15,120 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 19,038 $2.58M <0.01% +4,297 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 18,510 $2.51M 1.33% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,045 $2.45M 0.02% +1,718 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 17,280 $2.34M 0.19% +10,229 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 17,234 $2.34M 0.18% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 17,111 $2.32M 1.52% +380 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 17,103 $2.32M 0.28% -784 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,132 $2.19M 0.02% +6,428 13F-HR Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 16,064 $2.18M 0.86% +5,224 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 13,902 $2.16M 0.37% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 15,851 $2.15M 0.01% +12,120 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,599 $2.12M 0.05% +9,880 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,218 $2.06M 0.07% +2,123 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,833 $2.01M 0.04% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,824 $2.01M 0.01% +6,420 13F-HR/A Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 14,616 $1.98M 1.28% -4,270 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 13,913 $1.97M 0.06% +1,851 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 14,468 $1.96M 1.48% +5,593 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,000 $1.9M 0.02% +1,398 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 13,980 $1.9M 0.03% -6,025 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 13,200 $1.79M 1.53% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 13,050 $1.77M 0.66% +5,192 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 13,000 $1.76M 0.55% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12,960 $1.76M 0.1% +635 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,504 $1.7M 0.06% -2,068 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,419 $1.68M 0.09% +8,926 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 12,352 $1.68M 0.33% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 12,276 $1.67M 0.01% +1,290 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,258 $1.66M 0.07% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,969 $1.62M 0.08% new 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 11,331 $1.6M 0.71% -457 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,638 $1.58M 0.02% +2,689 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,572 $1.57M <0.01% +3,174 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,395 $1.55M 0.02% +3,951 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 9,924 $1.54M 0.68% +4,128 13F-HR/A Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,335 $1.54M 0.05% -2,187 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,323 $1.54M 0.07% +2,284 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 11,210 $1.52M 1.13% +629 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 11,002 $1.49M 0.69% -3,620 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,898 $1.48M 0.48% +6,000 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,896 $1.48M <0.01% +4,807 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,887 $1.48M 0.07% +4,230 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,235 $1.39M 0.07% +8,301 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,217 $1.39M 0.1% +3,688 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,172 $1.38M 0.05% +10,122 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,087 $1.37M 0.09% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 10,000 $1.36M 0.1% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 9,827 $1.33M 0.03% +6,111 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,670 $1.31M 0.01% +4,526 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 9,495 $1.29M 0.23% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,303 $1.26M 0.06% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,292 $1.26M <0.01% +1,655 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 9,010 $1.22M <0.01% -1,726 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 8,858 $1.2M 0.52% new 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 8,664 $1.18M 0.19% -870 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,336 $1.13M 0.04% new 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 8,326 $1.13M 0.85% -3,104 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,971 $1.08M <0.01% +1,288 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 7,834 $1.06M 0.1% new 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 7,600 $1.03M <0.01% new 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,498 $1.02M 0.18% -82 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 7,424 $1.01M 0.29% +1,230 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 7,322 $993K 0.24% -4,054 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 7,298 $990K 0.81% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 7,289 $989K 0.32% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,083 $974K 0.13% +1,523 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 7,084 $961K 0.13% +3,764 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 7,001 $950K 0.01% +1,054 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,323 $942K 0.09% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,865 $931K 0.02% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,846 $929K 0.04% +3,055 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 6,764 $918K -19,680 Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,617 $898K 0.02% new 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,575 $892K 0.02% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,536 $887K 0.1% +4,830 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,269 $850K <0.01% -123 13F-HR Timeline Group Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 6,195 $840K 0.58% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,992 $813K 0.23% +5,662 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 5,976 $811K 0.12% -693 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,942 $806K 0.34% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,881 $798K 0.03% +951 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,739 $779K 0.06% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,344 $777K 0.19% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,598 $759K 0.05% +2,585 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,596 $759K 0.02% +2,527 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,576 $756K 0.02% +590 13F-HR Timeline Group SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 5,567 $755K 0.28% -162 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5,550 $753K 0.25% +2,500 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,531 $750K 0.02% new 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 5,494 $745K 0.32% +2,617 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,319 $722K 0.03% +4,281 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 5,287 $717K 0.28% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,209 $707K <0.01% +10 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 5,107 $693K 0.16% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,950 $671K 0.09% +600 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,880 $662K <0.01% +1,726 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,819 $654K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,815 $653K 0.12% +60 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,618 $626K 0.04% new 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 4,605 $625K 0.36% +9 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,472 $607K 0.09% +343 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 4,339 $589K 0.13% +625 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,207 $571K <0.01% +1,564 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,657 $561K 0.01% +120 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,065 $551K 0.16% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,022 $546K 0.03% +130 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,021 $545K <0.01% -5,320 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,820 $518K 0.01% +1,550 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,764 $511K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,666 $497K <0.01% +2,484 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 3,656 $496K 0.14% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,639 $494K 0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,614 $490K 0.06% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,527 $478K <0.01% +1,020 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,363 $456K 0.01% +583 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,358 $456K 0.15% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,350 $454K 0.22% +1,825 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 3,330 $452K <0.01% +350 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 3,324 $451K 0.12% +198 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,309 $449K 0.01% +859 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,297 $447K 0.16% +446 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,297 $447K 0.19% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,263 $443K 0.03% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,726 $442K 0.01% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,249 $441K 0.1% -319 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,187 $432K <0.01% +645 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,145 $427K 0.17% +359 13F-HR Timeline