MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 911,150 $31.9M <0.01% -27,827 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 752,344 $26.3M <0.01% -29,436 13F-HR Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 284,363 $9.94M 6.83% 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 269,529 $9.42M <0.01% -87,379 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 261,037 $9.13M <0.01% -4,597 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 222,898 $7.79M 0.21% +3,794 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 201,786 $7.05M 0.02% +1,818 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 188,075 $6.58M 0.2% +108,432 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 185,326 $6.48M <0.01% -10,334 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 175,234 $6.13M +2,422 Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 148,011 $5.17M 0.63% -2,019 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 134,743 $4.71M 0.01% +36,168 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 127,664 $4.46M <0.01% -5,028 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 107,006 $3.74M 0.01% +59,519 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 106,988 $3.74M <0.01% -15,516 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 88,338 $3.09M <0.01% -7,400 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 87,752 $3.07M 0.01% +928 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 79,981 $2.8M 0.01% +56,247 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 69,571 $2.43M <0.01% +55,517 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 66,206 $2.31M <0.01% +1,953 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 63,672 $2.23M 0.01% +15,125 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 58,966 $2.06M 1.06% -9,895 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 56,706 $1.98M <0.01% -645 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 51,526 $1.8M <0.01% -102 13F-HR/A Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 47,567 $1.66M 0.24% -11,724 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 43,206 $1.51M <0.01% 13F-HR/A Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 39,848 $1.39M <0.01% +560 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 36,507 $1.28M 0.01% -1,175 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 34,569 $1.21M 0.35% +1,413 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 32,693 $1.14M 0.03% -5,052 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 30,965 $1.08M 0.38% -35,897 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 30,794 $1.08M 0.09% -15,278 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 29,275 $1.02M <0.01% +8,545 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 28,952 $1.01M 0.06% +2,803 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 25,587 $895K <0.01% -817 13F-HR/A Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 24,906 $871K 0.1% +669 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 24,847 $869K 0.08% -80 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 23,845 $834K 0.19% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 23,167 $810K 0.22% -30 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 21,819 $763K 0.87% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,769 $726K <0.01% +63 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 20,535 $718K 0.55% 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 20,148 $704K 0.06% +1,036 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 19,910 $696K 0.02% -130 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 19,047 $666K 0.4% +133 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 17,353 $607K <0.01% -9,013 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,710 $584K <0.01% -1,689 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 15,945 $557K 0.06% +4,842 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,625 $546K <0.01% -99 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 14,794 $517K 0.21% 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 13,699 $479K <0.01% +1,251 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,974 $454K <0.01% +24 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 12,714 $444K 0.09% -16,554 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,494 $437K <0.01% -1,605 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,798 $412K <0.01% -115 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 11,658 $407K 0.03% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,598 $371K <0.01% +239 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,525 $368K 0.01% -1,825 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,479 $366K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,392 $363K 0.02% -553 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,250 $358K 0.01% +2,075 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 9,675 $338K 0.24% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,660 $338K <0.01% new 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 9,618 $336K 0.03% -1,984 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,501 $332K <0.01% +22 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 9,193 $321K 0.02% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,854 $275K 0.06% -175 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,560 $264K 0.02% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,551 $264K 0.05% -53 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 6,714 $234K 0.08% 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 6,612 $231K 0.12% +10 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,409 $224K 0.18% 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 6,349 $222K 0.2% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,322 $221K <0.01% -220 13F-HR Timeline Group Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 6,211 $217K 0.11% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,186 $216K 0.01% +855 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,900 $206K <0.01% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,782 $202K <0.01% -3,129 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,408 $189K 0.01% +713 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,200 $182K 0.01% -69 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,479 $157K 0.16% -4,896 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 4,094 $143K 0.02% -84 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/ 3,920 $137K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,000 $105K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,926 $102K 0.01% +22 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,904 $102K 0.01% +155 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,735 $95.6K 0.02% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,663 $93.1K <0.01% +702 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,251 $78.7K <0.01% +1 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,679 $58.7K <0.01% -4,026 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,552 $54.2K <0.01% +2 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,300 $45.4K 0.01% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 1,249 $43.7K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 995 $37.5K 0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,023 $35.8K 0.01% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 864 $30.2K <0.01% +7 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 850 $29.7K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 830 $29K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 800 $28K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 720 $25.2K <0.01% +6 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 697 $24K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 600 $20.9K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 555 $19.4K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 525 $18.5K <0.01% +80 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 500 $17.5K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 420 $14.7K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 365 $12.8K <0.01% +50 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 359 $12.6K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 310 $10.8K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 300 $10.5K <0.01% 0 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 300 $10K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 272 $9.52K <0.01% +2 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 260 $9.09K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 258 $9.02K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 250 $8.74K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 204 $7.13K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 178 $6.22K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 170 $5.98K <0.01% +170 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 170 $5.94K <0.01% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 170 $5.94K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 161 $5.63K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 140 $4.89K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 116 $4.05K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 110 $3.85K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 93 $3.25K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 65 $2.27K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 47 $1.64K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 35 $1.22K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 25 $874 <0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 18 $690 <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8 $282 <0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 4 $139 <0.01% 0 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1 $35 <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0 $11 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.