MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 950,472 $70.7M <0.01% -173,132 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 672,320 $50M <0.01% +84,736 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 657,463 $48.9M 0.01% +2,761 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 500,277 $37.2M 0.01% -20,061 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 460,359 $34.2M 2.08% -6,903 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 384,423 $28.6M 18.29% +3,178 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 278,684 $20.7M 0.01% -5,043 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 226,141 $16.8M <0.01% -5,438 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 214,130 $15.9M <0.01% -12,731 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 211,394 $15.7M 0.08% +101,294 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 185,456 $13.8M 0.03% +7,521 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 162,452 $12.1M 0.02% -2,313 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 146,219 $10.9M 0.01% -5,994 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 119,744 $8.91M <0.01% +13,370 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 110,292 $8.2M <0.01% +1,387 13F-HR Timeline Group Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 107,636 $8M 1.23% -1,985 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 89,230 $6.64M 0.02% -5,870 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 73,767 $5.49M 0.03% -6,194 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 71,652 $5.33M <0.01% +6,820 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 62,092 $4.62M 0.23% +2,157 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 50,995 $3.79M 0.04% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 50,492 $3.76M <0.01% +4,941 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 45,125 $3.36M <0.01% +16,488 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 37,449 $2.79M <0.01% +2,148 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 34,847 $2.59M 0.13% +1,195 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 34,026 $2.53M 0.02% -2,990 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 30,600 $2.28M <0.01% +830 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 30,174 $2.24M <0.01% -5,946 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 27,276 $2.03M 0.12% -5,588 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 26,355 $1.96M -174 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 23,839 $1.77M <0.01% -8,397 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 23,465 $1.75M <0.01% -94,473 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 22,624 $1.68M <0.01% -4,293 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21,425 $1.62M <0.01% +220 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 20,043 $1.49M 0.03% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 18,614 $1.38M <0.01% -1,359 13F-HR Timeline Group Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 17,283 $1.29M 0.63% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,960 $1.11M 0.02% -1,361 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 14,397 $1.07M 0.06% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,581 $936K 0.01% -52 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 12,334 $917K 0.04% -7,217 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,173 $905K 0.03% -53 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,037 $821K <0.01% +2 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 10,242 $762K 0.37% -653 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,037 $672K 0.03% -49 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 8,186 $623K 0.27% -68 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,334 $620K 0.08% -283 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,663 $570K 0.02% +2,782 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,549 $567K <0.01% +7,194 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 7,556 $562K 0.3% +63 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,095 $528K 0.05% -7,709 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,752 $502K 0.01% -458 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,275 $467K <0.01% +51 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,395 $401K 0.01% -287 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,300 $394K <0.01% +81 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,268 $392K <0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,889 $364K 0.02% -331 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,559 $336K 0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,303 $320K <0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,228 $314K 0.01% +311 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,796 $282K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,750 $279K <0.01% 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,326 $247K 0.04% +14 13F-HR Timeline TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 3,326 $247K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,197 $238K <0.01% -351 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,178 $236K 0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,041 $226K <0.01% +25 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,996 $223K <0.01% -7,982 13F-HR Timeline Group Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 2,968 $220K 0.18% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,943 $219K 0.01% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,800 $208K 0.04% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,760 $205K 0.02% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,755 $205K 0.01% -60 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,736 $203K <0.01% -1,526 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,692 $200K 0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,662 $198K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,433 $186K <0.01% -333 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,200 $164K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 896 $66.6K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 688 $51.2K 0.03% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 656 $48.8K <0.01% -2,098 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 620 $46.1K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 560 $41.7K <0.01% +219 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 482 $35.8K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 477 $35.4K <0.01% -49 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 395 $29.4K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 391 $29.1K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 346 $25.9K <0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 264 $19.6K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 248 $18.4K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 214 $15.9K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 200 $14.9K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 162 $12K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 128 $9.52K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 88 $6.54K <0.01% -48 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 69 $5.13K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 35 $2.6K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22 $1.64K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11 $819 <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1 $61 <0.01% 0 13F-HR Timeline Group