MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 884,037 $40.6M <0.01% +31,804 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/ 724,900 $33.3M <0.01% +18,209 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 515,127 $23.7M +12,593 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 382,115 $17.6M -9,557 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 312,212 $14.3M <0.01% -44,393 13F-HR Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 294,945 $13.6M 7.28% +1,442 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 255,937 $11.8M 0.22% -4,520 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 221,483 $10.2M 0.15% +1,162 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 212,224 $9.75M <0.01% +22,306 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 144,636 $6.65M 0.01% +25,937 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 138,583 $6.37M 0.01% -10,345 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 138,398 $6.36M 0.52% -781 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 119,072 $5.47M 0.01% +42,939 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 98,768 $4.54M <0.01% +17,135 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 98,670 $4.53M <0.01% -6,533 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 97,165 $4.47M <0.01% -6,229 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 84,134 $3.87M <0.01% +27,154 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 67,917 $3.12M 1.11% +3,572 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 67,907 $3.12M <0.01% +312 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 65,729 $3.02M <0.01% -2,830 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 49,647 $2.28M 0.06% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 46,166 $2.12M 0.01% +2,915 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 45,764 $2.1M <0.01% -413 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 42,772 $1.97M <0.01% +2,978 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 42,143 $1.94M 0.01% +1,465 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 37,478 $1.72M 0.07% +248 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 36,485 $1.68M 0.01% +36,435 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 34,244 $1.57M 0.47% +358 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 29,219 $1.34M <0.01% -1,757 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 28,019 $1.29M 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 26,119 $1.2M 0.02% -821 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 25,634 $1.18M 0.02% new 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 24,906 $1.14M 0.09% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 24,711 $1.14M 0.05% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 24,280 $1.12M 0.18% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 23,720 $1.09M -286 Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 22,369 $1.07M 0.02% +4,280 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 23,104 $1.06M 1.04% +945 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 21,226 $976K 0.07% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 20,535 $944K 0.57% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 20,292 $933K 0.44% +292 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 19,758 $908K <0.01% -2,649 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 19,591 $900K 0.2% -235 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,394 $891K <0.01% +9,742 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 18,965 $872K <0.01% -9,405 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 18,319 $846K <0.01% +13 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,366 $798K <0.01% +918 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,068 $784K <0.01% +5,612 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,601 $717K <0.01% -214 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 15,594 $716K <0.01% +11,105 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,800 $680K 0.01% 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 13,392 $616K 0.15% -217 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,196 $606K <0.01% -3,077 13F-HR/A Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 12,926 $592K <0.01% +6,489 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 12,662 $584K 0.63% +7,047 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,353 $568K 0.01% +64 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,060 $554K <0.01% -4,291 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,830 $544K <0.01% +1,896 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,688 $537K 0.01% 0 13F-HR Timeline Group Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 11,896 $521K 0.35% new 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,658 $490K 0.08% -50 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 10,549 $485K 0.41% +688 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 10,548 $485K -5,784 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,251 $471K <0.01% +707 13F-HR Timeline Group Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 9,225 $424K 0.21% +3,358 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,957 $412K 0.02% -886 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 8,941 $411K 0.3% +1,009 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,223 $378K <0.01% -217 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,142 $374K <0.01% -22,909 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,740 $356K <0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,672 $353K <0.01% +2,180 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,595 $349K 0.01% +90 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,560 $347K 0.02% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 7,439 $342K 0.11% -54 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,145 $328K <0.01% -5,501 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 6,928 $318K 0.16% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 6,703 $308K 0.11% +21 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 6,675 $307K 0.15% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,607 $304K 0.01% -933 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 6,369 $293K 0.12% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,099 $280K <0.01% +199 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,058 $278K 0.05% -189 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,028 $277K <0.01% -70 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,848 $269K 0.04% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 5,545 $255K 0.05% +921 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,453 $251K <0.01% -53 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,237 $241K <0.01% -34 13F-HR Timeline Group KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 4,897 $225K 0.14% +70 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,866 $224K 0.1% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 4,805 $221K 0.05% 0 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 4,731 $217K 0.08% -27 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,575 $211K 0.01% +21 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,555 $209K <0.01% new 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 4,500 $207K 0.17% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,417 $203K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,270 $196K <0.01% +576 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/ 4,050 $186K <0.01% -300 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,590 $165K 0.02% +77 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,211 $148K <0.01% +10 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,124 $144K <0.01% +46 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,924 $134K 0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,907 $134K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,735 $126K 0.02% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 2,652 $122K -4 Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,373 $109K <0.01% +24 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,060 $94.7K 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. 1,993 $91.6K <0.01% -377 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,555 $71.5K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,254 $57.6K <0.01% -159 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 921 $42.3K <0.01% +13 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 914 $42K 0.04% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 800 $36.8K 0.02% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 768 $35.3K <0.01% +11 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 700 $32.2K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 611 $28.2K <0.01% +13 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 603 $27.7K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 555 $25.5K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 525 $24.1K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 484 $22.2K <0.01% +7 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 260 $11.9K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 258 $11.9K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 226 $10.4K <0.01% -46,989 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 205 $9.42K <0.01% +54 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 200 $9.19K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 198 $9.1K <0.01% 0 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 170 $7.81K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 161 $7.4K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 148 $6.8K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 116 $5.33K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 99 $4.57K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 50 $2.3K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 47 $2.16K <0.01% 0 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) 8 $368 <0.01% 0 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 4 $184 <0.01% 13F-HR Timeline