RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,326,149 $86.9M 8.97% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 301,756 $33.8M 0.03% -2,504 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 289,760 $32.5M <0.01% -2,555 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 193,635 $21.7M <0.01% -20,637 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 132,456 $14.8M 0.01% +5,029 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/ 114,985 $12.9M <0.01% -6,045 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 92,231 $10.3M <0.01% +28,267 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 84,241 $9.44M <0.01% +24,092 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 81,343 $9.12M <0.01% -8,902 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 44,317 $4.97M <0.01% +7,119 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 43,836 $4.91M 0.01% +38,210 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 41,272 $4.62M 0.01% +236 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 28,940 $3.24M 0.01% +8 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 28,741 $3.22M 0.11% -61 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 25,722 $2.88M +16,736 Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 25,482 $2.86M 0.49% +175 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 24,395 $2.73M <0.01% -1,061 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 20,675 $2.32M 0.04% +902 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 19,773 $2.22M <0.01% +2,537 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 19,675 $2.2M 0.08% -639 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 19,675 $2.2M 0.04% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,441 $2.18M <0.01% +276 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 19,392 $2.17M <0.01% new 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 19,316 $2.16M 0.47% new 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 16,415 $1.84M 0.79% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,487 $1.62M <0.01% +304 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 14,455 $1.62M <0.01% -1,746 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 14,095 $1.58M 0.11% +404 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 14,024 $1.57M 0.01% +1,412 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,041 $1.46M <0.01% +4,398 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,861 $1.44M <0.01% -954 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 11,203 $1.26M 0.13% -578 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,805 $1.1M <0.01% -276 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,900 $885K 0.03% +550 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,717 $865K <0.01% 0 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 7,554 $846K 0.19% -595 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,547 $846K 0.01% +1,136 13F-HR Timeline Group IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 7,268 $814K 0.06% -178 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,265 $814K <0.01% -41,693 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,537 $733K <0.01% -204 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,175 $692K <0.01% +294 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,162 $691K <0.01% +241 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,842 $655K <0.01% -18,690 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,794 $649K 0.01% +808 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 5,638 $632K 0.43% -385 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,485 $615K 0.03% -15 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,101 $572K 0.01% +1,229 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,079 $569K 0.03% +1,463 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,788 $536K 0.09% +5 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 189 $536K 0.06% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,628 $519K 0.01% +3 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 4,471 $501K 0.41% -242 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 4,047 $454K 0.06% +396 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,859 $432K <0.01% -94 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,719 $417K <0.01% +839 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 3,692 $414K <0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,552 $398K <0.01% +1,250 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,443 $386K 0.06% +138 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,225 $361K <0.01% +1 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,203 $359K 0.08% -215 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,073 $344K 0.01% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,035 $340K <0.01% +400 13F-HR Timeline Group Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,997 $336K 0.08% +196 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 2,975 $333K 0.01% +2 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,936 $329K <0.01% +1 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,854 $320K 0.04% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,694 $302K <0.01% new 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,618 $293K <0.01% +1,545 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,567 $288K 0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,514 $282K <0.01% -323 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,426 $272K <0.01% -7,406 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,330 $261K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,318 $260K 0.01% -1,080 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,232 $250K <0.01% +26 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,141 $240K 0.07% +36 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,018 $226K <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,016 $226K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,518 $170K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,129 $127K 0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 974 $106K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 793 $88.9K 0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 743 $83.3K <0.01% -4,370 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 724 $81.1K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 700 $78.4K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 586 $65.7K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 468 $52.4K <0.01% -26 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 335 $37.5K 0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 283 $31.7K <0.01% 0 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 279 $31.2K 0.12% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 276 $30.9K <0.01% new 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 235 $26.3K 0.02% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 215 $24K <0.01% +100 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 200 $22.4K <0.01% 0 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 139 $15.6K 0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 91 $10.2K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 90 $10.1K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 90 $10.1K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 67 $7.51K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 60 $7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 51 $5.71K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 51 $5.71K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 51 $5.71K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 45 $5.04K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 25 $2.8K <0.01% -400 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 20 $2.24K <0.01% -105 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 14 $1.57K <0.01% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 4 $448 <0.01% 0 13F-HR Timeline