MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,265,014 $58.4M <0.01% +21,288 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 699,282 $32.3M +2,835 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 541,897 $25M 0.11% +39,719 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 494,824 $22.9M <0.01% -1,705 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 483,790 $22.3M 0.01% -46,265 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 452,268 $20.9M 3.42% -10,564 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 430,459 $19.9M <0.01% -4,677 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/ 415,717 $19.2M <0.01% -4,781 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 258,717 $11.9M 0.34% +16,348 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 228,542 $10.6M 0.02% +6,745 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 220,712 $10.2M <0.01% -26,008 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 206,435 $9.44M <0.01% +1,655 13F-HR Timeline Group ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 176,021 $8.13M 2.56% +2,655 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 172,379 $7.96M 0.01% -20,936 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 155,092 $7.16M <0.01% +68,311 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 93,394 $4.31M 0.01% -23,441 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 77,551 $3.58M <0.01% +1,641 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 76,836 $3.55M 0.02% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 56,875 $2.63M 0.01% +67 13F-HR/A Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 51,756 $2.39M 0.78% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 49,192 $2.27M 0.96% -10,141 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 47,681 $2.2M 0.3% +2,592 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 47,586 $2.2M 0.02% -3,917 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 46,264 $2.14M 1.37% +1,608 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 46,237 $2.14M 0.26% -611 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 40,899 $1.89M <0.01% -645 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 39,320 $1.82M <0.01% +522 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 37,473 $1.73M <0.01% -391 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 33,402 $1.54M 0.02% +2,663 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 29,356 $1.31M 0.17% -22 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 27,467 $1.27M 0.48% -458 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,028 $1.25M <0.01% -21,909 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 24,443 $1.13M <0.01% -22,426 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 24,083 $1.11M 0.41% -639 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 19,520 $901K 0.16% -628 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 18,894 $873K <0.01% +568 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,851 $870K <0.01% +307 13F-HR Timeline Group Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 17,617 $814K 0.38% +9 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 16,560 $765K 0.02% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 15,400 $711K <0.01% -252 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 15,060 $695K <0.01% -841 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 14,662 $677K 0.17% -99 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 14,521 $671K 0.03% -528 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 14,180 $655K <0.01% +4,100 13F-HR Timeline Group HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 13,874 $641K 0.24% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 13,702 $633K 0.01% new 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 12,152 $561K 0.05% -663 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,020 $555K <0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,653 $538K <0.01% -9,101 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 11,478 $530K 0.06% +46 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 10,550 $487K 0.1% -850 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 10,441 $482K 0.23% -3,009 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 10,420 $481K 0.13% +39 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,368 $479K 0.02% +4 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 9,999 $462K 0.04% +1,144 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,527 $440K <0.01% -174 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,612 $398K <0.01% +181 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,239 $373K <0.01% +793 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 7,600 $351K <0.01% new 13F-HR Timeline Group Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 7,600 $347K 0.29% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,458 $344K <0.01% +3 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,427 $343K <0.01% 0 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,178 $331K 0.01% -53,301 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,615 $305K 0.01% +1,327 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6,489 $300K 0.07% 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 6,175 $285K 0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,985 $276K 0.01% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,790 $267K 0.01% 0 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,756 $266K <0.01% 0 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,658 $261K 0.01% -376 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,180 $239K 0.01% -135 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,125 $237K <0.01% -132 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,976 $230K <0.01% -243 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,900 $224K 0.03% 0 13F-HR Timeline Group Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 4,731 $218K 0.05% new 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 4,377 $202K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,290 $198K <0.01% +815 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,383 $156K <0.01% -3 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,583 $119K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,185 $101K 0.03% -10,412 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,590 $73.4K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,500 $69.3K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,304 $59.5K <0.01% -97 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,182 $54.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 759 $35.1K <0.01% +29 13F-HR Timeline CX Institutional More: the full row for CX Institutional 569 $26K <0.01% -100 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 510 $23.6K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 440 $20.7K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 380 $17.5K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 304 $14K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 300 $13.7K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 290 $13K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $11.5K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 215 $9.93K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 132 $6.09K <0.01% +1 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 125 $5.77K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 112 $5.17K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 81 $3.74K <0.01% +42 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 59 $2.73K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 27 $1.25K <0.01% -399 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 21 $971 <0.01% 0 13F-HR Timeline