GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,034,081 $13.9M 0.11% +184,599 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 966,636 $13M 0.29% +65,867 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 880,388 $11.8M <0.01% +16,086 13F-HR/A Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 871,785 $11.7M 9.08% +77,732 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 560,056 $7.52M 2.98% +104,001 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 527,598 $7.08M 0.01% +42,862 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 415,225 $5.57M <0.01% +29,841 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 394,752 $5.3M <0.01% +34,208 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 393,107 $5.28M 1.44% -1,507 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 296,386 $3.98M 0.01% -3,218 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 248,500 $3.33M 0.34% 0 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/ 231,858 $3.11M <0.01% +7,388 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 213,911 $2.87M <0.01% -1,502 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 143,313 $1.92M 0.13% -25,847 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 139,239 $1.87M <0.01% -901 13F-HR/A Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 137,807 $1.85M 0.04% +19,947 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 137,379 $1.84M 1.8% 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 133,720 $1.79M 0.28% +1,488 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 130,954 $1.76M 0.07% +47,970 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 107,237 $1.44M <0.01% +4,559 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 92,300 $1.24M 0.12% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 88,689 $1.19M <0.01% +7,607 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 85,513 $1.15M <0.01% +2,700 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 82,613 $1.11M <0.01% +1,140 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 79,696 $1.08M 0.09% -1,125,977 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 74,195 $996K 0.01% +16,498 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 71,206 $956K 0.13% -1,300 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 63,970 $858K 0.01% -3,100 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 52,679 $707K 0.01% -2,333 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 52,285 $702K <0.01% -314 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 48,090 $645K 0.2% +293 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 45,222 $608K 0.03% +33,675 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 44,289 $594K <0.01% +16,574 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 37,467 $503K 0.01% +6,912 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 35,580 $477K 0.03% -4,372 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 33,407 $448K <0.01% 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 31,907 $428K <0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 31,592 $422K 0.06% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 29,542 $396K <0.01% -585 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 28,390 $381K 0.32% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 28,071 $377K 0.01% +409 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 27,627 $371K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 27,250 $366K 0.25% 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 27,220 $365K 0.01% +9,614 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 24,711 $334K <0.01% -2,890 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,852 $324K <0.01% -4,140 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 24,141 $324K 0.02% -441 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 23,700 $318K 0.01% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 22,616 $304K <0.01% +262 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 21,640 $290K 0.01% +538 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 20,197 $271K <0.01% +5,763 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 20,047 $269K <0.01% -2,028 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 19,403 $260K 0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,372 $260K <0.01% new 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 18,578 $249K 0.08% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 17,383 $233K <0.01% new 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 17,200 $231K <0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 17,055 $229K 0.01% +35 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,025 $228K <0.01% new 13F-HR Timeline Group Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 15,270 $205K 0.14% -1,552 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,950 $201K 0.01% +1,841 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 13,420 $180K 0.06% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,807 $172K <0.01% +2,764 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 12,123 $163K 0.01% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 11,950 $160K 0.02% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 11,821 $159K 0.02% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,449 $154K <0.01% -1,177 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,810 $145K <0.01% new 13F-HR/A Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 10,707 $144K 0.01% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 10,618 $142K 0.06% -1,000 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 10,095 $137K 0.01% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,000 $134K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 8,881 $119K <0.01% 0 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,284 $111K <0.01% -1,081 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,660 $104K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,212 $83.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,255 $70.5K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,637 $62.2K 0.01% -775 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 4,202 $56.4K 0.02% -985 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,679 $49.4K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,412 $46.2K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,859 $38.4K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,071 $27.8K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,992 $26.7K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,835 $24.6K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,806 $24.2K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,700 $22.8K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,500 $20.1K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,481 $19.9K <0.01% +16 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,416 $19K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,300 $17.4K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,025 $13.8K 0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,000 $13K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 480 $6.44K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 400 $5.46K <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 312 $4.19K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 300 $4.03K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 51 $684 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6 $91 0.01% -6,844 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Putney Financial Group LLC More: the full row for Putney Financial Group LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.