MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,123,604 $80.3M <0.01% -18,425 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 654,702 $46.8M 0.01% -16,966 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/ 587,584 $42M <0.01% +9,522 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 520,338 $37.2M 0.01% -18,505 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 467,262 $33.4M 2.44% -17,549 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 381,245 $27.2M 19.67% -4,244 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 303,538 $21.7M 0.06% -1,533 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 283,727 $20.3M 0.01% -160,787 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 231,579 $16.5M <0.01% +7,971 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 226,861 $16.2M <0.01% -43,295 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 177,935 $12.7M 0.03% +3,057 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 164,765 $11.8M 0.02% -2,701 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 152,213 $10.9M 0.02% -12,432 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 117,938 $8.42M <0.01% +16,751 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 110,100 $7.86M 0.06% +2,636 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 109,621 $7.83M 1.39% -4,722 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 108,905 $7.78M <0.01% -6,944 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 106,374 $7.6M <0.01% +1,458 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 95,100 $6.79M 0.02% -3,259 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 79,961 $5.71M 0.03% -2,429 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 64,832 $4.63M <0.01% +1,772 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 59,935 $4.28M 0.25% +129 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,551 $3.25M <0.01% +29,114 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 37,016 $2.64M 0.03% -196 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 36,120 $2.58M <0.01% -2,719 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 35,301 $2.52M <0.01% -3,763 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 33,652 $2.4M 0.12% +4,652 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 32,864 $2.35M 0.16% +1,112 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 32,236 $2.3M <0.01% -46 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 29,770 $2.13M <0.01% +133 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 28,637 $2.05M <0.01% -25,631 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 26,917 $1.92M <0.01% +1,029 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 26,529 $1.9M -252 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21,205 $1.51M <0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 20,043 $1.43M 0.03% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,973 $1.43M <0.01% -29,734 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 19,551 $1.4M 0.08% -6,403 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 17,283 $1.23M 0.72% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,321 $1.17M 0.04% -406 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,804 $1.06M 0.06% +7,423 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 14,397 $1.03M 0.07% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,633 $902K 0.01% -1,560 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,226 $873K 0.03% -597 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,035 $788K <0.01% +1,732 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,978 $784K <0.01% +776 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 10,895 $778K 0.41% -407 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,086 $649K 0.03% +350 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,617 $616K 0.09% -4,701 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 8,254 $590K 0.3% -225 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 7,493 $535K 0.37% +43 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. 7,210 $515K 0.01% -543 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,224 $445K <0.01% +35 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,682 $406K 0.01% -111 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,268 $376K <0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,220 $374K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,219 $373K <0.01% +2 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,881 $349K 0.02% +664 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,629 $331K 0.01% +105 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,303 $307K <0.01% 0 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 4,272 $305K 0.17% -48 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,262 $304K 0.01% -6,288 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,917 $280K 0.01% -124 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,796 $271K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,548 $253K 0.01% 0 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 3,326 $238K 0 Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,312 $237K 0.03% -91 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,289 $235K <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 3,016 $215K <0.01% new 13F-HR Timeline Group Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 2,968 $212K 0.21% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,943 $210K 0.01% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,815 $201K 0.01% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,800 $200K 0.04% -500 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,766 $198K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,754 $197K <0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,662 $190K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,443 $175K <0.01% +155 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,200 $157K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 896 $64K 0.02% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 620 $44.3K 0.02% -113 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 526 $37.6K <0.01% +352 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 395 $28.2K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 391 $27.8K <0.01% -22 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 355 $25.2K <0.01% 0 13F-HR/A Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 346 $24.6K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 341 $24.4K <0.01% 0 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 $17.7K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 205 $14.6K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 200 $14.3K <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 Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 155 $11.1K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 136 $9.71K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 128 $9.14K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 69 $4.93K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 63 $4.5K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 35 $2.5K <0.01% -192 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 30 $2.16K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22 $1.57K <0.01% -136 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 12 $857 <0.01% -20 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1 $58 <0.01% 0 13F-HR/A Timeline Group