MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,658,320 $92.5M <0.01% +1,189,191 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,492,000 $83.2M 0.01% +104,000 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 814,165 $45.4M 0.01% +105,836 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 663,330 $37M 0.01% +171,529 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 313,048 $17.2M 0.01% +55,915 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 191,659 $10.7M <0.01% +43,905 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 188,181 $10.5M 0.05% +21,846 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 159,664 $8.9M 1.33% +1,745 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 157,768 $8.8M 0.09% new 13F-HR Timeline Group LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 132,130 $7.37M 2.3% -98,683 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 126,093 $7.03M 0.01% +24,699 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 120,115 $6.7M <0.01% +18,023 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 97,990 $5.46M 0.03% -263,073 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 94,722 $5.28M 0.02% +27,119 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 95,125 $5.25M 0.11% -250 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 92,462 $5.16M <0.01% -60,327 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 91,302 $5.09M 1.37% +10,637 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 85,332 $4.76M 0.67% +17,011 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 84,071 $4.69M <0.01% +16,275 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 77,643 $4.33M <0.01% +77,642 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 75,391 $4.22M 0.01% +10,884 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 67,961 $3.79M 0.41% +8,457 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 67,961 $3.79M 0.25% +8,457 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 62,539 $3.49M <0.01% +18,454 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 59,292 $3.31M <0.01% +11,987 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 53,836 $3M 0.04% +4,211 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 52,237 $2.91M <0.01% +34,706 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 46,048 $2.57M <0.01% +23,979 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 45,938 $2.56M 1.52% +7,459 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 45,187 $2.52M 1.17% +1,729 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 32,739 $1.83M <0.01% new 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/ 31,752 $1.77M <0.01% -4,495 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 26,460 $1.48M 0.06% +7,836 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,901 $1.28M 0.02% +278 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 22,693 $1.26M <0.01% +7,181 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 19,093 $1.06M 0.03% +2,295 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 18,743 $1.04M <0.01% new 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 17,774 $991K 0.02% +1,178 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 17,768 $991K 0.02% +752 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,607 $926K 0.03% -134 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,823 $771K <0.01% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,678 $651K 0.02% -1,220 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 9,870 $550K 0.15% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,770 $545K 0.01% +738 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,058 $449K 0.02% +725 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,654 $371K 0.03% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6,529 $364K 0.25% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,465 $360K <0.01% +1,066 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 6,202 $346K 0.49% +35 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,925 $330K <0.01% +1,421 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,828 $325K <0.01% -9,688 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,124 $286K 0.01% -5,285 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 5,050 $282K 0.12% -950 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,022 $280K <0.01% +4,622 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,009 $279K 0.04% new 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 4,994 $278K 0.07% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,765 $266K <0.01% -50 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,435 $247K <0.01% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,115 $229K 0.02% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,000 $223K <0.01% 0 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,840 $214K 0.03% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,769 $210K 0.08% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,468 $138K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,200 $66.9K 0.04% +400 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,150 $64.1K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 412 $23K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 238 $13.3K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 185 $10.3K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 82 $4.59K <0.01% +1 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 77 $4.26K <0.01% new 13F-HR Timeline