MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,332,257 $44.2M <0.01% +654,849 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 645,280 $21.4M 0.27% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 627,768 $21M <0.01% +295,789 13F-HR Timeline Group WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 455,121 $15.1M 3.81% +14,727 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/ 401,114 $13.3M <0.01% -28,987 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 366,785 $12.2M <0.01% -9,027 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 333,942 $11.1M <0.01% -368 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 323,015 $10.7M 0.04% -307 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 305,433 $10.1M 0.04% +69,718 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 277,231 $9.2M <0.01% -72,780 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 233,436 $7.75M 0.01% +49,344 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 188,470 $6.26M 0.02% -28,091 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 172,814 $5.74M 0.01% +19,299 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 172,597 $5.73M <0.01% -148 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 156,104 $5.18M <0.01% -1,979,820 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 154,993 $5.14M <0.01% -4,574 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 152,116 $5.05M 1.24% +4,433 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 141,855 $4.71M 0.01% +55,715 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/ 137,579 $4.56M <0.01% +19,192 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 131,197 $4.35M 2.01% +8,483 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 127,480 $4.23M 0.03% -492 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 126,116 $4.19M 0.13% +2,078 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 114,215 $3.79M 0.05% -1,326 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 112,545 $3.74M 1.12% -175 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 111,310 $3.69M <0.01% -72,413 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 111,153 $3.69M <0.01% +28,132 13F-HR Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 90,287 $3M 0.56% -33,164 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 81,064 $2.69M <0.01% -13,161 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 75,587 $2.51M 0.24% +103 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 71,741 $2.38M 0.93% +895 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 69,287 $2.3M 0.19% +113 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 68,203 $2.26M 0.32% -6,737 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 60,682 $2.01M 0.12% +70 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 59,353 $1.97M 0.1% -1,107 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 55,886 $1.85M 0.43% -685 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 55,788 $1.85M 0.41% +4 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 51,399 $1.72M <0.01% +2,895 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 48,696 $1.62M 0.07% -24,964 13F-HR Timeline Group Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 45,806 $1.52M 0.36% -406 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 45,577 $1.51M 0.76% +2,133 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 42,122 $1.4M <0.01% -30,000 13F-HR Timeline Group SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 41,000 $1.36M 0.8% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 38,561 $1.28M +4,353 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 38,201 $1.27M <0.01% +1,030 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 37,266 $1.24M 0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 37,200 $1.23M 0.16% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 36,249 $1.2M <0.01% +4,792 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 35,320 $1.17M 0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 35,172 $1.17M 0.05% -28,000 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 33,729 $1.12M <0.01% +33,728 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 30,154 $1M 0.14% -30,154 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 29,189 $969K 0.11% +28,289 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 28,212 $936K 0.79% +154 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 27,860 $925K 0.01% -337 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 27,830 $924K 0.21% -1,065 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 27,010 $896K 0.01% +9,065 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 26,423 $877K 0.01% -11,077 13F-HR/A Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 26,022 $864K <0.01% +1,162 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 25,831 $857K <0.01% -1,443 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 25,296 $840K <0.01% -912 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 24,832 $824K 0.01% -4,166 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 23,915 $794K 0.08% +800 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 22,780 $756K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,498 $747K <0.01% +13,311 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 21,825 $724K 0.05% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 21,825 $724K 0.19% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 21,223 $704K <0.01% -103 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 21,149 $702K <0.01% -4,537 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,049 $665K <0.01% -616 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,400 $644K <0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,317 $641K 0.01% +264 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 19,228 $638K <0.01% -2,003 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 18,979 $630K 0.04% -597 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 18,966 $629K 0.01% +1,369 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,070 $533K <0.01% -47 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 15,870 $527K 0.4% -2,904 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,640 $519K 0.01% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 15,213 $512K 0.02% -1,372 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 15,364 $510K <0.01% -516 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 15,297 $508K <0.01% -11,633 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 14,808 $491K 0.07% -2,503 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 14,560 $483K 0.14% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 14,241 $473K 0.05% -245 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,851 $456K 0.02% +2,233 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,385 $444K 0.03% -816 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 13,354 $443K 0.19% -1,865 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,085 $434K 0.04% -100 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,597 $428K <0.01% +380 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,781 $424K 0.02% +75 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 12,680 $421K 0.06% +5 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 12,126 $402K 0.1% -491 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,492 $381K 0.03% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,400 $378K <0.01% -51 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 11,259 $374K 0.01% -829 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 10,488 $348K 0.23% +3 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,176 $338K <0.01% -1,371 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 9,768 $324K 0.26% +17 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,327 $310K <0.01% -1,141 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,303 $309K <0.01% +753 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,906 $296K <0.01% -3,516 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. 8,883 $295K <0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,870 $294K <0.01% +500 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 8,631 $286K 0.01% +1,020 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 8,399 $279K 0.05% +15 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,000 $265K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,984 $265K 0.01% -796 13F-HR Timeline BANK OZK More: the full row for BANK OZK 7,800 $259K 0.08% 0 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 7,500 $251K 0.01% 0 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 7,460 $248K <0.01% 0 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,405 $246K <0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,112 $236K 0.01% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 7,000 $232K 0.01% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 7,000 $232K 0.04% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 6,995 $232K 0.16% 0 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 6,970 $231K 0.29% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,900 $229K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,870 $228K 0.01% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 6,843 $227K 0.06% +6 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 6,818 $226K 0.17% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,664 $221K <0.01% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,580 $218K <0.01% new 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,473 $215K 0.11% -256 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 6,243 $207K 0.13% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 6,145 $204K 0.08% new 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 5,613 $202K 0.13% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,762 $191K 0.01% +8 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,300 $176K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,210 $173K 0.05% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,051 $168K <0.01% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,760 $158K <0.01% -25,289 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,704 $156K <0.01% -311 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,391 $146K <0.01% +3,491 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 4,080 $135K 0.07% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 4,000 $133K 0.1% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,887 $129K <0.01% -84 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,839 $127K 0.02% +7 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,831 $127K <0.01% -1,800 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,660 $121K 0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,631 $121K <0.01% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 3,283 $109K 0.02% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,020 $100K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,602 $86.4K <0.01% +773 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,433 $80.8K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,300 $76.3K <0.01% 0 13F-HR Timeline Group Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1,952 $66.2K 0.04% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,961 $65.1K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,540 $51.1K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,427 $47.4K <0.01% +597 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,420 $47.1K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,365 $45.3K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,250 $41.5K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,178 $39.1K <0.01% 0 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,102 $36.6K 0.01% +2 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,100 $36.5K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,080 $35.9K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,000 $34K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,000 $33.2K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 988 $32.8K <0.01% -568 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 920 $30.5K <0.01% 0 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 873 $29K 0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 873 $29K <0.01% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 779 $25.9K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 769 $25.5K <0.01% -1,797 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 763 $25.3K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 706 $23.4K 0.01% +1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 700 $23.2K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 660 $21.9K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 550 $19.8K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 552 $18.3K <0.01% -348 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 500 $17K 0.01% 0 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 500 $16.6K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 500 $16.6K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 474 $15.7K 0.01% +1 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 336 $11K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 285 $9.46K <0.01% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 250 $8.3K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 190 $6.31K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 150 $4.98K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 148 $4.91K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 130 $4.32K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 126 $4.18K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 102 $3.38K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 93 $3.09K <0.01% 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 60 $1.99K <0.01% -20 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 55 $1.82K <0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1 $36 <0.01% -4 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 0 $1 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.