HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,135,924 $64.5M 0.07% -63,251 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 677,408 $20.5M <0.01% +41,425 13F-HR Timeline Group WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440,394 $13.3M 3.91% +12,750 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/ 430,101 $13M <0.01% +5,234 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 375,812 $11.3M <0.01% -23,993 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 350,011 $10.6M <0.01% +16,485 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 334,310 $10.1M <0.01% +35,214 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 331,979 $9.84M <0.01% +7,204 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 323,322 $9.76M 0.06% -3,846 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 235,715 $7.12M 0.03% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 216,561 $6.54M 0.02% -21,702 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 184,092 $5.56M 0.01% -19,739 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 183,723 $5.55M <0.01% +38,436 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 172,745 $5.22M <0.01% -3,037 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 159,567 $4.82M <0.01% -10,754 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 153,515 $4.64M <0.01% +32,655 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 147,683 $4.46M 1.26% +4,812 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 127,972 $3.88M 0.04% -6,089 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 124,038 $3.75M 0.13% +3,195 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 123,451 $3.73M 0.75% +53,390 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 122,714 $3.71M 1.86% +3,658 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/ 118,387 $3.58M <0.01% +7,537 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 115,541 $3.49M 0.05% -9,980 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 112,720 $3.4M 1.22% -2,860 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 94,225 $2.84M <0.01% -7,738 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 86,140 $2.6M <0.01% -627 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 83,021 $2.51M <0.01% +21,053 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 75,484 $2.28M 0.25% +104 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 74,940 $2.26M 0.37% -7,314 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 73,660 $2.22M 0.11% +32,346 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 72,122 $2.18M <0.01% +59,700 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 70,846 $2.14M 0.98% +3,042 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 69,174 $2.09M 0.2% -2,302 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 63,172 $1.91M 0.09% +2,743 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 60,612 $1.83M 0.13% +4 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 60,460 $1.83M 0.1% -2,673 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 60,308 $1.82M 0.28% +30,098 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 56,571 $1.71M 0.43% -1,519 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 55,784 $1.68M 0.43% -327 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 48,504 $1.44M <0.01% +2,456 13F-HR Timeline Group Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 46,212 $1.4M 0.35% +8,577 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 43,444 $1.31M 0.71% +367 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 37,500 $1.13M 0.01% +11,891 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 37,200 $1.12M 0.16% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 37,171 $1.12M <0.01% -3,161 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 37,069 $1.12M 0.03% -1,735 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 35,320 $1.07M 0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 34,208 $1.03M <0.01% +616 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 31,457 $950K <0.01% +2,347 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 30,049 $907K 0.03% +25,217 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 28,998 $876K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 28,895 $872K 0.23% -215 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. 28,197 $851K 0.02% +63 13F-HR Timeline Group Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 28,058 $847K 0.8% -1,321 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 26,930 $813K <0.01% -3,609 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 26,208 $791K <0.01% -58 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 25,686 $776K <0.01% +11,254 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 27,274 $764K <0.01% +1,887 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 24,860 $751K <0.01% -10,795 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,166 $699K <0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 23,115 $698K 0.08% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 22,780 $688K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 21,871 $660K 0.02% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 21,825 $659K 0.05% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 21,825 $659K 0.2% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 21,326 $644K <0.01% -14,251 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 21,231 $641K <0.01% +1,668 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,665 $624K <0.01% -78 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,689 $594K <0.01% -7,558 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 19,576 $591K 0.05% -1,402 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,053 $575K 0.01% -11,807 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 18,774 $567K 0.48% -217 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 17,945 $542K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,597 $531K 0.01% +1,406 13F-HR Timeline Group PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 17,311 $523K 0.08% +27 13F-HR/A Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 16,585 $503K 0.03% -448 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,117 $487K <0.01% +635 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 15,880 $479K <0.01% +2,639 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,640 $472K 0.01% 0 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 15,219 $460K 0.22% -2,079 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 14,560 $440K 0.15% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 14,486 $437K 0.06% +5 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 14,201 $429K 0.03% +4 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,185 $398K 0.04% 0 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,706 $384K 0.02% +1 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 12,675 $383K 0.07% +6 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 12,617 $381K 0.11% +491 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,422 $375K <0.01% +1,665 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,217 $370K <0.01% -26,290 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,088 $365K 0.02% -166 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,618 $351K 0.02% +1,579 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,547 $349K <0.01% +811 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,492 $347K 0.04% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,482 $347K 0.01% -234 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,451 $346K <0.01% -200 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 11,310 $341K 0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,598 $320K <0.01% +1,515 13F-HR Timeline Group Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 10,485 $317K 0.27% +2 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,468 $316K <0.01% -5 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,264 $310K 0.01% new 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 9,751 $294K 0.25% 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,187 $277K <0.01% -18,105 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,550 $272K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,780 $265K 0.01% -3,570 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 8,384 $253K 0.05% +16 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,370 $253K <0.01% -2,399 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,000 $242K <0.01% 0 13F-HR Timeline Group BANK OZK More: the full row for BANK OZK 7,800 $236K 0.08% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,611 $230K 0.01% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,603 $230K 0.07% -8,845 13F-HR Timeline 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 $225K <0.01% +430 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,405 $224K <0.01% -2,590 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 $222K 0.01% 0 13F-HR Timeline Group Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 7,000 $211K 0.04% -10,635 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 7,000 $211K 0.01% -3,650 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 7,000 $211K 0.15% 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 $211K 0.16% 0 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 6,970 $210K 0.32% -790 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,900 $208K 0.01% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,898 $208K 0.02% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 6,837 $206K 0.06% +5 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 6,814 $206K <0.01% new 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,729 $203K 0.12% +7 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,664 $201K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,754 $174K 0.01% +9 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,631 $170K <0.01% +949 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,300 $160K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,210 $157K 0.06% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,015 $151K <0.01% +1 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 4,080 $123K 0.1% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 4,000 $121K 0.11% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,971 $120K <0.01% +1,242 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,832 $116K 0.02% +7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,660 $111K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,020 $91K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,910 $87.9K 0.01% -1,528 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,566 $77.5K <0.01% +1,526 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,433 $73.5K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,300 $69.4K <0.01% +1,500 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,829 $55.2K <0.01% -2,139 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,556 $47K <0.01% +1,281 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,550 $46.8K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,540 $46.5K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,420 $42.9K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,365 $41.2K <0.01% new 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,250 $37.7K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,178 $35.6K <0.01% new 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,100 $33.2K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,100 $33.2K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,080 $32.6K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,000 $30.2K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,000 $30K 0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 900 $29.8K 0.5% -66 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 920 $27.8K <0.01% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 900 $27.2K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 900 $27.2K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 873 $26.4K 0.01% 0 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 830 $25.1K <0.01% +1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 816 $24.8K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 779 $23.5K <0.01% -270 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 762 $23K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 705 $21.3K 0.01% +3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 700 $21.1K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 550 $16.6K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 500 $15.1K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 500 $15.1K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 500 $15K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 473 $14.3K 0.01% +1 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 325 $9.82K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 320 $9.71K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 285 $8.61K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 190 $5.74K <0.01% 0 13F-HR/A Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 190 $5.74K <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 $4.47K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 130 $3.93K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 126 $3.8K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 102 $3.07K <0.01% +1 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 93 $2.81K <0.01% +30 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 80 $2.42K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 80 $2.42K <0.01% -17 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 5 $150 <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1 $30 <0.01% 0 13F-HR Timeline Group