PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 30,898,569 $1.59B 1.89% +10,230,646 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/ 5,674,060 $292M 0.02% +454,661 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,747,151 $193M 0.01% +619,016 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,883,770 $149M 0.04% -11,010 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,968,503 $101M 0.07% +545,037 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,595,977 $82.2M 0.02% +759,915 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,524,998 $78.5M 1.89% +220,487 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,165,845 $60M 6.1% -118,457 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,107,718 $57M 0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 973,087 $50.1M <0.01% +239,829 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 825,765 $42.5M 0.03% +136,183 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 801,518 $41.3M +248,245 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 767,187 $39.5M 0.08% -17,638 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 764,813 $39.4M 0.01% -79,087 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 713,065 $36.7M 0.01% +32,090 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 613,351 $31.6M 0.04% +74,864 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 604,143 $31.1M 0.04% -253,550 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 592,365 $30.5M 9.79% +54,011 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 568,779 $29.3M 0.01% +292,154 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 459,358 $23.7M 0.14% +269,922 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 355,617 $18.3M 0.03% +45,893 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 312,097 $16M 0.02% -10,324 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 299,709 $15.4M 0.42% +135,965 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 289,474 $14.9M 0.59% -5,347 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 280,109 $14.4M 1.27% +23,588 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 279,067 $14.4M 0.02% +131,986 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 272,267 $14M 2.1% +93,498 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 269,301 $13.9M <0.01% +103,793 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 268,145 $13.8M 1.24% +111,109 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 252,676 $13M 0.02% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 216,121 $11.1M 0.01% -62,017 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 215,651 $11.1M 1.2% +32,129 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 214,247 $11M 0.01% +58,634 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 205,593 $10.6M 3.63% new 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 198,245 $10.2M 0.55% +3,504 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 196,090 $10.1M 0.44% +96,318 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 191,414 $9.86M 6.37% +33,684 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 189,938 $9.78M 0.03% +18,589 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 188,860 $9.73M 3.71% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 186,928 $9.63M 2.55% +2,474 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 167,263 $8.61M 0.49% +145,338 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 159,406 $8.21M 0.49% +824 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 146,248 $7.53M 2.91% -57,506 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 139,527 $7.19M 1.03% -7,000 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 123,567 $6.36M 0.1% +26,909 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 111,786 $5.76M 1.86% +471 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 110,844 $5.71M 0.2% +3,558 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 109,950 $5.66M 3.79% +19,950 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 109,049 $5.62M 0.03% +51,034 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 105,801 $5.45M 0.01% +87,004 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 104,199 $5.37M <0.01% +34,181 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 96,202 $4.95M 0.01% +42,866 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 94,253 $4.85M 0.7% +74,846 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 92,581 $4.77M 0.01% +9,318 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 89,763 $4.62M 0.28% +11,027 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 89,465 $4.61M 0.03% +2,080 13F-HR/A Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 87,481 $4.5M 1.71% +626 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 87,180 $4.49M 0.07% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 82,635 $4.26M 0.46% -1,375 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 82,036 $4.22M 0.1% +645 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 73,318 $3.78M 0.07% -6,995 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 65,328 $3.36M +28,734 Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 62,439 $3.22M 1.21% +54,207 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 58,371 $3.01M 0.89% +41,362 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 57,417 $2.96M 0.05% +960 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 55,816 $2.87M 0.04% +54,388 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 54,853 $2.82M 3.76% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 52,288 $2.69M 0.18% -133,148 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 51,459 $2.65M 0.17% +6,976 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 50,750 $2.61M 0.03% +26,250 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 50,353 $2.59M 0.29% -1,417 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 50,075 $2.58M 0.07% -146,601 13F-HR/A Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 49,755 $2.56M 0.51% +22,858 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 49,440 $2.55M 0.02% +11,456 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 49,399 $2.54M 0.02% +6,542 13F-HR/A Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 48,175 $2.48M 0.66% +21,718 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 45,858 $2.36M <0.01% new 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 44,902 $2.31M 1.31% +14,846 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 43,281 $2.23M 0.35% +16,103 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 39,579 $2.04M 0.4% +3,233 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 39,385 $2.03M <0.01% new 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 39,041 $2.01M 0.14% -2,846 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 38,997 $2.01M 0.39% +7,632 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 38,834 $2M 0.25% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 38,718 $1.99M <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 37,455 $1.93M 0.02% +9,232 13F-HR Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 34,240 $1.76M 0.65% +741 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 33,251 $1.71M 0.03% +5,387 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 32,186 $1.66M 0.4% +6,458 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 31,352 $1.61M 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 30,441 $1.57M 0.01% +20,041 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 30,353 $1.56M 0.23% +16,816 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 30,100 $1.55M 0.07% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 29,378 $1.51M 0.03% +8,417 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 29,359 $1.51M 0.02% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 27,903 $1.44M 0.14% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 27,228 $1.4M 0.01% +424 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 26,548 $1.37M 0.61% +6,171 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 25,478 $1.31M 0.13% +17,957 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 23,951 $1.23M 0.28% +3,820 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 23,833 $1.23M 0.26% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 23,515 $1.21M 0.04% +9,715 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 22,815 $1.17M 1.59% +7,610 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 22,425 $1.15M <0.01% new 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 21,672 $1.12M 0.71% +10,050 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,317 $1.05M 0.01% +6,546 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 20,115 $1.04M 0.06% new 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 19,702 $1.01M 0.38% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 19,554 $1.01M 0.04% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,401 $999K 0.01% -400 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 19,157 $987K 0.17% +251 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 19,088 $983K 0.12% +682 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,468 $951K 0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 18,450 $950K 0.01% -1,300 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) 17,266 $889K 0.02% new 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 16,728 $861K <0.01% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 16,378 $843K 0.49% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 16,303 $840K 0.18% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 16,230 $836K 0.06% +557 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 16,197 $834K 0.13% +6,022 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,107 $778K 0.02% -4,396 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 14,054 $724K 0.43% +753 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 13,999 $721K 0.08% +3,210 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 13,745 $708K 0.14% new 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 13,225 $681K 0.39% +6,447 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,584 $597K 0.07% +2,583 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,239 $577K 0.03% +16 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,145 $574K 0.05% +4,699 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,720 $501K 0.01% +1,220 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9,509 $490K 0.05% -1,408 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,334 $481K 0.07% +1,000 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,201 $474K 0.16% +1,340 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,155 $471K 0.02% +1,779 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 9,010 $464K 0.31% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 8,668 $446K 0.27% -1,055 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,576 $442K 0.05% +1,998 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 8,261 $425K 0.02% +194 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,679 $402K 0.06% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 7,541 $388K 0.1% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,095 $365K 0.08% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 6,985 $360K 0.11% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,560 $338K 0.02% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,411 $330K <0.01% +2,503 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,255 $322K 0.02% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,159 $317K 0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,065 $312K <0.01% -750 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,000 $309K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,918 $305K <0.01% -128 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,676 $291K 0.05% +283 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 5,563 $286K 0.08% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,459 $281K 0.04% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,225 $269K 0.01% new 13F-HR Timeline Group Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 5,175 $267K 0.28% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,980 $256K 0.03% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,600 $237K 0.06% -500 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,393 $226K 0.08% -470 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,201 $216K <0.01% -33 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,199 $216K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,939 $203K <0.01% -1,841 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,911 $201K <0.01% new 13F-HR/A Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,708 $139K 0.05% +1,208 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,423 $125K 0.01% +1,294 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 1,436 $74K 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 811 $41.7K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 575 $29.6K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 507 $26.1K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 514 $26K <0.01% new 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 488 $25.1K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 484 $24.9K <0.01% +194 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 467 $24.1K 0.02% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 223 $11.5K <0.01% -20,345 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 212 $10.9K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 133 $6.85K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 100 $5.15K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 84 $4.33K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10 $515 <0.01% new 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 6 $309 <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 0 $8 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.