GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,118,465 $15.3M 0.14% +84,384 13F-HR Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 961,049 $13.1M 9.11% +89,264 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 970,737 $13M 0.29% +4,101 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 939,410 $12.8M <0.01% +59,022 13F-HR Timeline Group GHE, LLC More: the full row for GHE, LLC 563,556 $7.69M 3.48% +3,500 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 560,280 $7.65M 0.01% +32,682 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 460,172 $6.28M <0.01% +44,947 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 410,275 $5.6M <0.01% +15,523 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 362,500 $4.95M 1.39% -30,607 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 304,027 $4.15M 0.01% +164,788 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 286,995 $3.92M 0.01% -9,391 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 248,700 $3.39M 0.35% +200 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/ 232,955 $3.18M <0.01% +1,097 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 220,251 $3.01M <0.01% +6,340 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 165,018 $2.25M 0.05% +27,211 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 157,959 $2.16M 2.03% +20,580 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 130,301 $1.78M 0.07% -653 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 124,180 $1.7M 0.27% -9,540 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 121,086 $1.65M <0.01% +13,849 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 99,499 $1.36M <0.01% +13,986 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 92,300 $1.26M 0.12% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 84,215 $1.15M <0.01% -4,474 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 80,579 $1.1M <0.01% -2,034 13F-HR/A Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 78,259 $1.07M 0.09% -1,437 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 72,522 $990K 0.01% -1,673 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 71,494 $976K 0.14% +288 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 67,142 $916K 0.06% -76,171 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 61,370 $838K <0.01% -2,600 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 53,058 $729K 0.01% +379 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 53,313 $728K <0.01% +1,028 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 48,028 $656K 0.2% -62 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 44,116 $603K 0.03% -1,106 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 41,460 $566K <0.01% +8,053 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 37,850 $517K 0.01% +383 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 37,033 $506K 0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 35,648 $487K <0.01% -8,641 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 34,562 $472K 0.04% -1,018 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 31,390 $428K 0.29% +4,140 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 30,510 $416K <0.01% +968 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 31,478 $397K 0.05% -114 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 27,690 $378K 0.33% -700 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 27,627 $377K <0.01% 0 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 27,494 $375K 0.01% -577 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 27,220 $372K 0.01% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 24,223 $331K <0.01% +371 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 24,210 $330K 0.02% +69 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 22,893 $312K <0.01% +277 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 24,883 $312K <0.01% +172 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 22,210 $303K 0.01% +570 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 21,744 $297K <0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 20,497 $280K <0.01% +300 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 19,922 $272K <0.01% -125 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 $264K <0.01% 0 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 18,578 $254K 0.08% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 17,200 $235K <0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,090 $220K 0.01% -965 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,776 $215K 0.01% +826 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 14,755 $201K 0.02% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,169 $193K <0.01% new 13F-HR Timeline Group Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 14,167 $193K 0.13% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 13,919 $190K 0.01% +3,212 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 13,548 $185K 0.13% -1,722 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,857 $175K 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,565 $172K <0.01% -242 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,393 $169K <0.01% +944 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 12,288 $168K 0.08% new 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 12,250 $167K 0.02% +300 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 12,123 $165K 0.01% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 11,640 $159K 0.01% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 11,463 $156K <0.01% -5,920 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 10,618 $145K 0.07% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 10,574 $144K 0.03% new 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 10,095 $139K 0.01% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,000 $136K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 8,881 $121K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,284 $113K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,100 $96K 0.01% +7,094 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,660 $94.5K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,212 $84.7K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,255 $71.7K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,637 $63.3K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,412 $47K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,859 $39K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,500 $34.1K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,498 $34.1K <0.01% +1,017 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,071 $28.3K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,992 $27.2K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,851 $25.3K 0.02% +45 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,835 $25K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,700 $23.2K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,500 $20.5K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,300 $17.7K <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 JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 534 $7.29K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 500 $6.83K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 480 $6.55K <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% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 312 $4.26K <0.01% 0 13F-HR Timeline 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. Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.