MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 850,303 $37.4M <0.01% +11,451 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/ 711,035 $31.2M <0.01% -7,314 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 635,342 $27.9M 0.01% +16,646 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 481,881 $21.2M +23,655 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 459,622 $20.2M <0.01% +45,186 13F-HR Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 281,007 $12.3M 7.58% +8,408 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 246,657 $10.8M 0.25% +17,635 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 216,919 $9.53M 0.17% +2,512 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 191,947 $8.43M <0.01% -2,298 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 158,708 $6.97M <0.01% +3,779 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 148,923 $6.54M 0.01% new 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 139,185 $6.12M 0.56% -2,983 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 118,870 $5.22M <0.01% +1,082 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 103,803 $4.56M <0.01% +4,503 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 98,687 $4.34M <0.01% -11,688 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 93,846 $4.13M 0.01% +5,551 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 83,963 $3.69M 0.01% +6,243 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 71,765 $3.15M <0.01% +2,220 13F-HR/A Timeline Group Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 67,756 $2.98M 0.64% +931 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 65,416 $2.87M 1.27% +1,817 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 57,365 $2.52M <0.01% +5,554 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 49,117 $2.16M <0.01% -2,891 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 48,698 $2.14M 0.92% +726 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 47,415 $2.08M 0.23% +584 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,374 $1.91M 0.01% +3,705 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 39,326 $1.73M 0.01% +467 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,589 $1.65M <0.01% +1,950 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 32,906 $1.45M 0.07% +2,838 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 31,863 $1.4M <0.01% -2,162 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 30,403 $1.34M 0.02% -3,703 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 29,614 $1.3M <0.01% -626 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 24,906 $1.09M 0.1% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 24,348 $1.07M 0.2% -92 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 24,285 $1.07M <0.01% -237 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,096 $1.06M <0.01% -26,825 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 23,210 $1.02M 0.09% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 22,366 $983K 1.03% -153 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 20,535 $902K 0.6% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 19,971 $877K 0.21% -2,521 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 19,905 $875K 0.46% +297 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 18,122 $849K 0.02% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,653 $820K <0.01% -20 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,351 $718K <0.01% +9,606 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,581 $685K <0.01% +1,151 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,645 $643K <0.01% +2,033 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 14,309 $629K 0.19% -467 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,977 $614K <0.01% -224 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 13,903 $611K 0.04% +1,818 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,373 $588K <0.01% -394 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,666 $556K <0.01% -538 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 12,515 $550K 0.3% +65 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 12,227 $539K 0.53% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,127 $533K <0.01% -9,447 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,666 $512K 0.01% -420 13F-HR/A Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 11,086 $487K 0.08% -212 13F-HR/A Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 10,850 $477K 0.13% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,850 $477K 0.01% 0 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,803 $475K <0.01% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,708 $470K 0.09% +100 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 10,111 $444K <0.01% +415 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 10,004 $440K 0.02% -917 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 9,685 $426K 0.42% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,638 $423K 0.01% +46 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,548 $420K <0.01% -612 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,133 $401K <0.01% +32 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,788 $386K <0.01% +277 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 8,616 $379K <0.01% +691 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 7,868 $346K 0.08% +722 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 7,830 $344K 0.01% -233 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,560 $332K 0.02% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 7,493 $329K 0.11% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,400 $325K 0.01% +2,200 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,305 $321K 0.01% +1,000 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,975 $306K 0.06% -483 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 6,928 $304K 0.16% -45 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 6,675 $293K 0.12% +21 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 6,675 $293K 0.16% 0 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 6,614 $291K 0.25% 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,513 $286K <0.01% new 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,437 $283K <0.01% 0 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 5,987 $263K 0.02% +557 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,952 $262K 0.04% -1,318 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,900 $259K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,527 $243K <0.01% -266 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,342 $235K <0.01% 13F-HR/A Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4,879 $214K 0.06% -502 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,866 $214K 0.1% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 4,804 $211K 0.15% +72 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,787 $210K <0.01% +9 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 4,758 $209K 0.09% -899 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,728 $208K 0.01% -278 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/ 4,350 $191K <0.01% +500 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,866 $170K <0.01% +52 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,590 $158K 0.02% -133 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,064 $135K <0.01% +46 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,907 $128K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,735 $120K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,383 $105K <0.01% +1,313 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,351 $103K 0.03% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,060 $90.5K <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 $87.6K <0.01% 0 13F-HR Timeline Group Planning Project LLC More: the full row for Planning Project LLC 1,629 $71.6K 0.02% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,555 $68.3K 0.01% +725 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,412 $62K <0.01% +4 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,248 $54.9K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 904 $39.7K <0.01% +14 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 800 $35.1K 0.02% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 754 $33.1K <0.01% +12 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 700 $30.8K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 688 $30.3K <0.01% -43 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 607 $26.7K 0.03% +390 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 603 $26.5K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 600 $26.4K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 555 $24.4K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 525 $23.1K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 455 $20K <0.01% 0 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 435 $19.1K <0.01% 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 359 $15.8K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 300 $13.2K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 285 $12.5K <0.01% +4 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 270 $11.5K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 260 $11.4K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 258 $11.3K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 200 $8.79K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 198 $8.7K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 178 $7.82K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 170 $7.47K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 161 $7.07K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 140 $6.15K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 116 $5.1K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 65 $2.86K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 50 $2.2K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 50 $2.2K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 47 $2.06K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 18 $791 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10 $441 <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 $351 <0.01% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0 $14 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.