MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,566,826 $50.9M <0.01% +244,013 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,053,569 $20.9M 0.01% +48,227 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 968,261 $19.2M 1.46% +75,478 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 911,351 $18.1M <0.01% +41,140 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 856,106 $17M 0.09% +20,758 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 833,521 $16.5M 0.33% +18,667 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 754,386 $15M <0.01% -4,663 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 306,178 $6.07M 0.02% +16,505 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 298,052 $5.91M <0.01% -169,266 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 260,998 $5.2M 0.01% -3,482 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 219,884 $4.36M 0.07% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 214,694 $4.26M 1.15% -1,180 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 163,117 $3.23M <0.01% +123,773 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 156,042 $3.09M 0.12% +780 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 143,043 $2.84M 1.14% +1,539 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 141,458 $2.8M 0.55% -415 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 127,854 $2.53M 0.35% +1,122 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 127,719 $2.53M 0.04% +1,680 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 120,572 $2.39M <0.01% +41,118 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 103,735 $2.06M 0.23% -900 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 100,875 $2M <0.01% -65,600 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 100,137 $1.99M <0.01% +1,304 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 100,000 $1.98M 0.24% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 96,424 $1.91M 0.01% +16,805 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 92,818 $1.84M 0.01% +8,205 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 86,050 $1.71M 0.03% +1,155 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 85,458 $1.69M 1.22% -494 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 79,747 $1.58M 0.36% -17,220 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 79,520 $1.58M 0.1% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 71,461 $1.42M 0.54% +4,148 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 70,017 $1.39M <0.01% -35,850 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 69,993 $1.39M 0.15% +1,929 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 62,201 $1.23M 0.15% +1,198 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 62,071 $1.23M 0.1% -2,000 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 58,846 $1.17M 0.09% +6,209 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 57,962 $1.15M 0.04% -3,905 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 56,914 $1.13M +2,954 Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 54,874 $1.08M 0.17% -649 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 54,428 $1.08M <0.01% 0 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 52,010 $1.03M <0.01% +4,370 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 51,496 $1.02M 0.02% -18,439 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 47,998 $951K 0.02% -541 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 47,346 $938K <0.01% +1,253 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 46,352 $919K 0.01% -143,027 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 45,359 $899K 0.03% -15,983 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 44,554 $883K 0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 42,424 $841K 0.01% +11 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 39,840 $790K <0.01% -1,542 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 38,761 $768K <0.01% -1,990 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 37,275 $739K 0.43% +2,227 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34,865 $691K <0.01% -10,740 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 33,462 $663K 0.04% new 13F-HR Timeline Group Latash Investments, LLC More: the full row for Latash Investments, LLC 32,168 $638K 0.46% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 29,725 $589K 0.03% +2,290 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 28,937 $574K <0.01% -10,000 13F-HR Timeline Group OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 26,100 $517K 0.42% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,617 $508K 0.01% +5,854 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 25,230 $500K 0.03% +23 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 25,075 $497K <0.01% +3,657 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 24,849 $493K <0.01% -109 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 24,643 $488K <0.01% -291 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 24,580 $487K 0.04% -1,472 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 24,032 $476K 0.15% -3,081 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 23,899 $474K 0.01% -3,042 13F-HR Timeline Group PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 21,077 $418K 0.63% -172 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 21,010 $416K 0.03% new 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 21,010 $416K <0.01% new 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 20,921 $415K 0.5% -101 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 19,847 $393K 0.03% +32 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 19,441 $385K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 19,341 $383K <0.01% -1,468 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,170 $380K <0.01% -2,117 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 17,984 $356K 0.13% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 17,738 $352K <0.01% +323 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,333 $344K <0.01% -2,062 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 17,302 $343K 0.08% -10 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,320 $323K <0.01% +83 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,772 $313K 0.01% -2,411 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 15,709 $311K 0.25% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 15,449 $306K 0.02% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,377 $305K 0.01% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 14,433 $286K <0.01% 0 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 14,322 $284K 0.04% +267 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 14,381 $280K 0.05% +332 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 14,141 $280K <0.01% 0 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,086 $259K 0.02% +300 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,993 $258K <0.01% new 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,191 $242K 0.01% +521 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 12,000 $238K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,000 $238K 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,318 $224K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,103 $220K 0.01% +86 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 10,906 $216K 0.18% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,282 $204K <0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,194 $202K <0.01% new 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 10,003 $198K 0.08% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,159 $182K <0.01% -707 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,980 $178K <0.01% -7,080 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 8,350 $165K 0.11% 0 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,929 $137K <0.01% -4,792 13F-HR/A Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 5,911 $117K 0.03% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,348 $106K 0.02% +3,608 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,575 $90.7K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,146 $82.2K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,090 $81.1K <0.01% -49 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,080 $61K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,992 $59K <0.01% +1,276 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,645 $52.4K <0.01% +113 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,580 $51.1K <0.01% +2,000 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,541 $50.4K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,267 $44.9K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,137 $42.4K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,105 $41.7K <0.01% +17 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,979 $39K 0.01% +500 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,905 $37.8K 0.02% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,823 $36.1K <0.01% +34 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,790 $35.5K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,688 $33K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,645 $32.6K <0.01% -74 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,582 $31.4K <0.01% +30 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,462 $29K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,264 $25.1K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,225 $24K <0.01% +583 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,086 $21.5K <0.01% -121 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,051 $20.8K <0.01% +16 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,005 $19.9K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 812 $16.1K 0.02% +15 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 723 $14.3K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 704 $14K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 581 $11.5K <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. 572 $11.3K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 541 $10.7K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 262 $5.19K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 202 $4K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 125 $2.48K <0.01% +2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9 $178 <0.01% +2 13F-HR Timeline