MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 852,932 $36M <0.01% -36,896 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/ 711,358 $30M <0.01% -23,809 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 636,241 $26.8M 0.01% +334,966 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 456,520 $19.2M +105,549 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 388,488 $16.4M <0.01% +23,007 13F-HR Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 269,476 $11.3M 7.31% -33,078 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 214,955 $9.06M 0.2% -8,787 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 210,444 $8.87M 0.25% +129,874 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 187,453 $7.9M <0.01% +15,369 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 161,743 $6.82M 0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 154,065 $6.49M <0.01% +48,048 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 143,129 $6.03M 0.63% -3,461 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 119,307 $5.03M <0.01% -1,339 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 98,002 $4.07M 0.01% +41,542 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 95,948 $4.04M <0.01% -10,044 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 91,850 $3.87M 0.01% +12,810 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 72,606 $3.06M 0.01% +18,277 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 70,437 $2.97M <0.01% +152 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 68,568 $2.89M 0.01% -9,596 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 66,718 $2.81M 0.67% new 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 61,944 $2.61M 1.24% -8,978 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 57,762 $2.43M <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 53,579 $2.26M <0.01% -2,680 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 48,403 $2.04M 0.01% +31,991 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 47,790 $2.01M 0.24% -1,537 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 47,508 $2M 0.98% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 43,156 $1.82M <0.01% -1,695 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 38,266 $1.61M 0.01% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,848 $1.6M <0.01% +6,692 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 36,345 $1.53M 0.01% +1,560 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 35,963 $1.52M <0.01% -3,226 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 34,982 $1.47M 0.45% -652 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 32,834 $1.38M 0.03% +101 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 32,524 $1.37M <0.01% -199 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 30,576 $1.29M 0.1% -80 13F-HR/A Timeline McAdam, LLC More: the full row for McAdam, LLC 28,303 $1.19M 0.07% -512 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 24,906 $1.05M 0.11% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 24,440 $1.03M 0.21% -120 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 23,210 $978K 0.09% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,159 $976K <0.01% -733 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 22,507 $949K 0.25% -335 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 20,535 $866K 0.7% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 21,601 $832K 0.95% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 19,422 $819K 0.57% +277 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 19,077 $804K 0.06% -623 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,918 $797K 0.03% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 18,618 $785K 0.13% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 18,122 $764K 0.02% -1,982 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 14,776 $623K 0.21% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,626 $616K <0.01% +62 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,197 $598K <0.01% -1,003 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,383 $564K <0.01% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 13,253 $559K <0.01% +228 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,050 $550K <0.01% +428 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,506 $527K 0.02% +20 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 12,095 $510K 0.37% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,667 $492K <0.01% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 11,389 $480K 0.09% -244 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 11,344 $478K 0.04% +1,660 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,213 $473K <0.01% -365 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,028 $465K 0.1% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 10,850 $457K 0.14% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,850 $457K 0.01% +1,850 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,825 $456K 0.03% +151 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,697 $451K <0.01% -27 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 10,107 $426K 0.02% -42 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,764 $412K <0.01% -715 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,563 $403K <0.01% +46 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 9,193 $387K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,722 $368K <0.01% -4,237 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 7,925 $334K <0.01% +200 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,825 $330K 0.07% -29 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,560 $319K 0.02% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,342 $309K 0.05% -107 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,060 $298K <0.01% new 13F-HR Timeline Group Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 6,675 $281K 0.18% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 6,641 $280K 0.13% +22 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,437 $271K <0.01% +165 13F-HR/A Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,255 $264K <0.01% -199 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,250 $263K 0.01% +134 13F-HR Timeline Group Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 6,211 $262K 0.12% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,121 $258K <0.01% -193,115 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 5,988 $252K 0.08% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 5,977 $252K 0.02% +177 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,927 $250K 0.09% +33 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,900 $249K <0.01% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,742 $242K 0.05% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,390 $227K 0.06% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 5,381 $226K 0.07% -123 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,200 $219K 0.01% 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,105 $215K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,090 $215K 0.01% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,966 $209K 0.04% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,866 $207K 0.12% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,775 $201K <0.01% new 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,790 $160K 0.02% -369 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/ 3,750 $158K <0.01% -70 13F-HR/A Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,000 $126K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,989 $126K 0.01% +46 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,735 $115K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,724 $115K <0.01% +218 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. 2,133 $89.9K <0.01% -119 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,406 $59.3K <0.01% +32 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,400 $59K <0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,400 $59K 0.01% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 1,249 $52.6K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 882 $37.2K <0.01% +14 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 830 $35K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 800 $33.7K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 756 $31.8K <0.01% -110 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 735 $31K <0.01% +11 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 717 $30.2K <0.01% -99 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 700 $29.5K <0.01% -150 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 697 $29K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 555 $23.4K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 525 $22.1K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 600 $21K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 420 $17.7K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 359 $15.1K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 349 $14.7K <0.01% -191 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 300 $12.6K <0.01% 0 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 278 $11.7K <0.01% +4 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 260 $11K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 258 $10.9K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 250 $10.5K <0.01% 0 13F-HR/A Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 217 $9.15K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 200 $8.43K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 178 $7.5K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 170 $7.17K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 161 $6.79K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 140 $5.9K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 116 $4.89K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 65 $2.74K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 50 $2.11K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 50 $2K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 47 $1.98K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 18 $759 <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 $337 <0.01% +3 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1 $42 <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0 $13 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.