MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 852,233 $38.9M <0.01% +1,930 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/ 706,691 $32.2M <0.01% -4,344 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 502,534 $22.9M +20,653 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 391,672 $17.9M -67,950 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 356,605 $16.3M <0.01% -278,737 13F-HR/A Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 293,503 $13.4M 7.77% +12,496 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 260,457 $11.9M 0.27% +13,800 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 220,321 $10M 0.17% +3,402 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 189,918 $8.66M <0.01% -2,029 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 148,928 $6.79M 0.01% +5 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 139,179 $6.35M 0.57% -6 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 118,699 $5.41M 0.01% +24,853 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 105,203 $4.8M <0.01% -13,667 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 103,394 $4.72M <0.01% -409 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 81,633 $3.72M <0.01% +9,868 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 76,133 $3.47M 0.01% -7,830 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 68,559 $3.13M <0.01% +11,194 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 67,595 $3.08M <0.01% -31,092 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 64,345 $2.93M 1.08% -1,071 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 56,980 $2.6M <0.01% -101,728 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 48,930 $2.23M 0.94% +232 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 47,215 $2.15M 0.24% -200 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 46,177 $2.11M <0.01% -2,940 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,251 $1.97M 0.01% -123 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 40,678 $1.79M 0.01% +1,352 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 39,794 $1.77M <0.01% +2,205 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 37,230 $1.7M 0.08% +4,324 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 33,886 $1.54M 0.49% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 31,051 $1.42M <0.01% new 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 30,976 $1.41M <0.01% -887 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 28,370 $1.29M <0.01% -1,244 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 28,019 $1.28M 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 26,940 $1.23M 0.02% -3,463 13F-HR/A Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 24,906 $1.14M 0.1% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 24,280 $1.11M 0.2% -68 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 24,006 $1.09M +10,103 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,407 $1.02M <0.01% -1,878 13F-HR Timeline Group PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 22,159 $1.01M 1.04% -207 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 21,226 $968K 0.08% -1,984 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 20,535 $936K 0.6% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 20,000 $912K 0.49% +95 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 19,826 $904K 0.23% -145 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 18,089 $845K 0.02% -33 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 18,306 $819K <0.01% +4,329 13F-HR/A Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 17,935 $818K 0.03% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,448 $750K <0.01% +3,075 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,351 $746K <0.01% 0 13F-HR/A Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 16,332 $745K +6,221 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,273 $742K <0.01% -7,823 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,815 $721K <0.01% +234 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 13,609 $621K 0.17% -700 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,646 $577K <0.01% -20 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,289 $560K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,688 $533K 0.01% +22 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,456 $522K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,401 $520K <0.01% -7,252 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 10,910 $498K 0.08% -176 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,708 $488K 0.09% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,934 $453K <0.01% +1,146 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 9,861 $450K 0.45% +176 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,843 $449K 0.02% -161 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,652 $440K <0.01% +14 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,544 $435K <0.01% -4 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,440 $385K <0.01% -693 13F-HR Timeline Group WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 7,932 $362K 0.3% +1,318 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,740 $353K <0.01% -3,063 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,560 $345K 0.02% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 7,540 $344K 0.01% -290 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,505 $342K 0.01% +200 13F-HR Timeline Group TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 7,493 $342K 0.11% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 6,928 $316K 0.17% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 6,682 $305K 0.13% +7 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 6,675 $304K 0.17% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,437 $294K <0.01% 0 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,247 $285K 0.06% -728 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,098 $278K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,900 $269K <0.01% 0 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 5,867 $268K 0.14% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,848 $267K 0.04% -104 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 5,615 $251K 0.28% -6,612 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,506 $251K <0.01% -21 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,492 $250K <0.01% -6,635 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,271 $240K <0.01% -71 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,866 $222K 0.1% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 4,827 $220K 0.15% +23 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 4,805 $219K 0.05% +2,454 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,790 $218K <0.01% +3 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 4,758 $217K 0.09% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 4,624 $211K 0.05% new 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 4,500 $205K 0.19% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,489 $204K <0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,554 $204K 0.01% -174 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 $198K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,694 $168K <0.01% +3,629 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,513 $160K 0.02% -77 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,201 $146K <0.01% -665 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,078 $140K <0.01% +14 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,907 $133K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,735 $125K 0.02% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 2,656 $121K new Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,492 $114K <0.01% +109 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. 2,370 $108K <0.01% +377 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,349 $107K 0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,060 $93.9K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,555 $70.9K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,413 $64.4K <0.01% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 908 $41.4K <0.01% +4 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 800 $36.5K 0.02% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 757 $34.5K <0.01% +3 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 700 $31.9K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 603 $27.5K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 600 $27.4K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 598 $26.8K <0.01% -90 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 555 $25.3K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 525 $23.9K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 477 $21.8K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 286 $13.1K <0.01% +1 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 $11.8K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 245 $11.2K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 200 $9.12K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 198 $9.03K <0.01% 0 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 170 $7.75K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 161 $7.34K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 151 $6.89K <0.01% -27 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 140 $6.38K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 116 $5.29K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 50 $2.29K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 50 $2.28K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 47 $2.14K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 18 $821 <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 $365 <0.01% 0 13F-HR Timeline Group