PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 45,927,741 $2.35B 2.84% +15,029,172 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/ 6,895,631 $353M 0.03% +1,221,571 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,360,865 $224M 0.01% +613,714 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,035,122 $207M 0.06% +1,151,352 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,453,453 $126M 0.08% +484,950 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,320,760 $119M 0.02% +724,783 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,484,575 $76.1M 1.7% -40,423 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,392,171 $71.4M 0.02% +284,453 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,337,353 $68.6M 0.01% +624,288 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,244,112 $63.8M 6.24% +78,267 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,154,730 $59.2M <0.01% +181,643 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 931,891 $47.8M 0.03% +106,126 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 918,752 $47.1M 0.06% +305,401 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 918,438 $47.1M 0.01% +153,625 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 846,304 $43.4M 0.08% +79,117 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 753,485 $38.6M -48,033 Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 680,639 $34.9M 10.69% +88,274 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 496,695 $25.5M 0.01% -72,084 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 478,285 $24.5M 0.13% +18,927 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 444,945 $22.8M 0.85% +392,657 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 433,303 $22.2M 0.03% +77,686 13F-HR Timeline Group POTENTIA WEALTH More: the full row for POTENTIA WEALTH 399,436 $20.5M 7.5% +210,576 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 385,178 $19.7M 0.02% +132,502 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 353,275 $18.1M 2.71% +81,008 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 344,394 $17.7M 0.02% +65,327 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 323,500 $16.6M 1.39% +43,391 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 316,276 $16.2M 0.42% +16,567 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 306,457 $15.7M 1.36% +38,312 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 304,936 $15.6M 0.02% -7,161 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 304,410 $15.6M <0.01% +35,109 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 300,735 $15.4M 0.08% +211,270 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 289,817 $14.9M 0.55% +343 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 280,178 $14.4M 0.04% +90,240 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 258,014 $13.2M 0.7% +90,751 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) 243,237 $12.5M 0.3% +225,971 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 228,849 $11.7M 2.93% +170,478 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 207,695 $10.6M 0.01% -6,552 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 205,370 $10.5M 0.34% +94,526 13F-HR Timeline Group COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 195,918 $10M 0.53% -2,327 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 193,391 $9.91M 2.58% +6,463 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 167,889 $8.61M 0.41% -28,201 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 165,927 $8.51M 0.12% +42,360 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 159,391 $8.17M 2.82% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 153,587 $7.87M 2.96% +7,339 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 152,556 $7.82M 4.66% +42,606 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 150,199 $7.7M 0.02% +57,618 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 150,110 $7.69M 0.01% +44,309 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 147,846 $7.58M 0.85% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 143,030 $7.33M 0.75% -72,621 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 132,027 $6.77M 0.03% +22,978 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 131,530 $6.74M 0.98% -7,997 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 127,015 $6.51M 1.77% +78,840 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 111,680 $5.72M 0.01% +7,481 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 111,632 $5.72M 0.12% +29,596 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 108,149 $5.56M 2.09% +20,668 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 104,577 $5.36M 1.63% -7,209 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 96,513 $4.95M 0.15% new 13F-HR Timeline Group Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 96,241 $4.93M 5.5% +41,388 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 95,569 $4.9M 0.07% +8,389 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 90,690 $4.65M 0.01% -5,512 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 90,425 $4.64M 0.49% +7,790 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 89,509 $4.59M 0.01% new 13F-HR Timeline Group Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 88,942 $4.56M 2.85% 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 87,259 $4.47M 0.25% -2,504 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 79,594 $4.08M 0.01% +33,736 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 75,095 $3.85M 0.69% +36,098 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 73,600 $3.77M <0.01% new 13F-HR Timeline Group Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 65,645 $3.36M 2.83% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 65,192 $3.34M 0.04% -8,126 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 63,317 $3.25M 0.03% +7,501 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 63,307 $3.25M 3.36% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 63,297 $3.24M 0.07% +13,222 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 62,135 $3.19M <0.01% new 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 58,687 $3.01M 0.95% -3,752 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 58,301 $2.99M -7,027 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 57,356 $2.94M 0.02% +7,916 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 55,250 $2.83M 0.05% -2,167 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 53,342 $2.73M 0.2% +1,883 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 52,578 $2.7M 0.02% +3,179 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 52,250 $2.68M 0.03% +1,500 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 42,721 $2.19M 0.02% +5,266 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 42,653 $2.19M 0.42% +3,074 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 41,244 $2.11M 0.39% -8,511 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 39,873 $2.04M 0.72% +5,633 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 39,840 $2.04M 0.11% +19,725 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 36,684 $1.88M 0.26% +6,331 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 34,574 $1.77M 1.12% -156,840 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. 33,749 $1.73M 0.03% +4,371 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 31,718 $1.63M 0.07% +1,618 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 31,037 $1.59M 1.26% 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 30,945 $1.59M <0.01% -8,440 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 30,516 $1.56M 0.02% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 30,269 $1.55M 0.15% -20,084 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 29,529 $1.51M 0.1% -9,512 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 29,359 $1.5M 0.02% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 29,297 $1.5M 0.01% +2,069 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 28,604 $1.47M <0.01% +6,179 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 28,417 $1.46M 0.01% +8,100 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 27,520 $1.41M 0.03% -5,731 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 26,929 $1.38M 0.32% -5,257 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 26,617 $1.36M 0.27% +2,784 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 26,073 $1.34M 0.29% +2,122 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 25,131 $1.29M 0.7% +11,906 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 25,009 $1.28M 0.12% -2,894 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 23,970 $1.23M 0.05% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 22,625 $1.16M 0.41% -190 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 21,528 $1.1M 0.04% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 21,523 $1.1M 0.18% +5,326 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 21,304 $1.09M 0.11% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 21,200 $1.09M 0.15% -73,053 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 21,174 $1.09M 0.01% -9,267 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 20,645 $1.06M 0.07% +4,415 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 20,538 $1.05M 0.24% +4,235 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 20,538 $1.05M 0.45% -6,010 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 20,444 $1.05M 0.58% -1,228 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 19,852 $1.02M 0.62% -25,050 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 19,702 $1.01M 0.36% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,286 $989K 0.01% -115 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 19,138 $981K 0.16% -19 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 18,791 $963K 0.11% -297 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 18,600 $953K 0.01% +150 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 18,420 $944K <0.01% +1,692 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 17,105 $877K 0.1% +3,106 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 16,538 $848K 0.46% +160 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 15,641 $802K 0.46% +1,587 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,239 $730K 0.01% -868 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 14,188 $727K 0.08% +2,604 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 13,896 $712K 0.29% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 13,450 $689K 0.01% +7,291 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 12,735 $653K 0.02% -10,780 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 12,640 $648K 0.07% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 12,100 $620K 0.02% new 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 11,849 $607K 0.14% -1,896 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,602 $595K 0.05% +457 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,375 $586K 0.03% +136 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 10,849 $556K 0.18% +1,648 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 10,538 $540K 0.11% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 10,282 $527K 0.29% +1,614 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 9,982 $512K 0.3% +972 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,314 $477K 0.07% -20 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 9,292 $477K 0.07% 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 8,945 $459K 0.47% +3,770 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,831 $453K 0.03% +2,576 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,619 $442K 0.05% -890 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 8,296 $425K 0.08% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,208 $421K 0.01% new 13F-HR/A Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,057 $413K 0.06% -519 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,646 $392K 0.02% -1,509 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,581 $389K 0.02% -680 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 7,411 $380K 0.09% -130 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,095 $364K 0.08% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 6,985 $358K 0.1% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,331 $338K <0.01% -80 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,460 $331K 0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,347 $325K <0.01% +282 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,220 $319K 0.01% -3,500 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,147 $315K <0.01% +229 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 6,053 $310K 0.12% +3,345 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,000 $308K <0.01% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,840 $299K 0.02% -720 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,829 $299K 0.05% +153 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 5,483 $281K <0.01% new 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,459 $280K 0.04% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,986 $256K 0.05% -577 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,897 $251K 0.18% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,767 $244K 0.17% new 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,505 $231K 0.08% +112 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,284 $220K <0.01% +345 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,148 $213K <0.01% new 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,100 $210K 0.05% -500 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,992 $205K 0.13% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,987 $204K 0.01% -212 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,960 $203K 0.01% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,902 $200K 0.02% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,665 $137K 0.01% +242 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,650 $136K <0.01% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,516 $129K 0.06% +1,080 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,173 $111K <0.01% +1,950 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,041 $105K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 736 $37.7K <0.01% new 13F-HR Timeline Group Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 714 $36.6K 0.02% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 575 $29.5K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 507 $26K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 488 $25K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 467 $23.9K 0.02% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 440 $22.6K <0.01% new 13F-HR/A Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 368 $18.9K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 260 $13.3K <0.01% -224 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 212 $10.9K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 204 $10.5K <0.01% +120 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 166 $8.5K <0.01% new 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 149 $7.64K 0.01% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 133 $6.82K <0.01% 0 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 129 $6.61K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 100 $5.13K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 55 $2.82K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elequin Capital, LP More: the full row for Elequin Capital, LP 6 $308 <0.01% 0 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.