MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,275,407 $190M 0.01% +2,623,976 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,432,088 $63.8M 0.02% +353,131 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,293,694 $57.6M 0.01% +557,131 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 827,999 $36.9M 0.06% new 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 746,732 $33.3M 7.04% +65,728 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 624,176 $27.8M 0.01% +265,393 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 549,525 $24.5M <0.01% -38,868 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 471,068 $20.9M 0.36% +9,025 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 436,027 $19.4M 0.05% +119,742 13F-HR Timeline Group Legacy CG, LLC More: the full row for Legacy CG, LLC 435,775 $19.4M 5.39% -6,371 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/ 405,460 $18.1M <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 396,545 $17.7M +367,813 Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 297,415 $13.2M 1.71% +17,281 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 264,809 $11.8M 1.32% +1,415 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 252,819 $11.3M 1.29% -3,200 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 199,591 $8.89M 0.01% +159,977 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 195,209 $8.69M 0.01% +182,283 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 190,859 $8.5M 0.04% +116,273 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 180,241 $8.03M 0.02% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 168,663 $7.51M 0.53% +100,568 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 167,958 $7.48M 0.01% +103,982 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 121,918 $5.43M 0.03% +109,752 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 111,505 $4.97M 0.28% +10,698 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 108,453 $4.83M 0.01% +78,596 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 100,035 $4.46M 0.01% -2,584 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 79,899 $3.56M 0.42% +1,950 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 68,712 $3.06M 0.17% +3,996 13F-HR/A Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 67,245 $3M 2.06% 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 64,927 $2.89M 0.13% +27,252 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 61,894 $2.76M 1.92% +12,149 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 60,735 $2.71M <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 60,428 $2.69M <0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 59,107 $2.63M <0.01% +17,645 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 58,945 $2.62M 0.01% +32,704 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 51,707 $2.3M 0.02% +20,471 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 49,661 $2.21M <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 46,843 $2.08M 0.01% -2,249 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 43,715 $1.95M 0.1% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 40,548 $1.81M <0.01% +1,242 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 36,087 $1.61M 0.9% -994 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 30,233 $1.35M 0.06% +6,999 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 29,259 $1.3M 0.12% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 28,931 $1.29M <0.01% -458 13F-HR/A Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 27,104 $1.21M +13,041 Timeline Providence First Trust Co More: the full row for Providence First Trust Co 26,577 $1.18M 0.42% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 26,004 $1.16M <0.01% -1,459 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25,000 $1.11M 0.06% +10,695 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 23,556 $1.05M 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,805 $971K 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 20,956 $933K 0.01% +6,994 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,788 $885K <0.01% -16,819 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,654 $831K 0.01% -1,293 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 17,765 $791K 0.02% new 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 17,742 $785K 0.22% +4,589 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 14,040 $625K 0.31% +2,096 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 13,809 $615K 0.35% -12,994 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,677 $609K 0.07% +545 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,426 $553K 0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,350 $550K 0.02% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,853 $528K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,937 $487K <0.01% +828 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 10,809 $481K 0.12% +1,963 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,712 $477K <0.01% new 13F-HR Timeline Group Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 10,614 $473K 0.41% +544 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 9,875 $440K 0.34% +2,450 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 8,958 $399K 0.02% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 8,299 $371K 0.08% -103 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,298 $370K 0.01% +3,223 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,151 $363K <0.01% +258 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,517 $334K 0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 6,667 $297K <0.01% +1,046 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,648 $296K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,365 $283K 0.02% -1,907 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,329 $282K 0.14% -74 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,000 $267K 0.01% -3,585 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,945 $265K 0.05% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 5,228 $233K 0.19% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,047 $225K 0.05% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,941 $220K 0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,663 $208K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,424 $197K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,102 $92.6K <0.01% +410 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,757 $78.3K 0.01% +501 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 610 $27.2K 0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 446 $19.9K 0.02% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 313 $13.9K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 300 $13.4K <0.01% -45 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 114 $5.08K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 $2.27K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 0 $7 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.