MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,660,795 $52.9M <0.01% +93,969 13F-HR/A Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,646,342 $32.7M 1.77% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,141,886 $22.7M 0.01% +88,317 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 992,672 $19.7M 1.47% +24,411 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 873,899 $17.4M <0.01% -37,452 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 826,793 $16.4M 0.3% -6,728 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 826,246 $16.4M 0.13% -29,860 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 737,674 $14.7M <0.01% -16,712 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 557,941 $11.1M 1.56% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 431,196 $8.57M <0.01% +133,144 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 304,814 $6.06M 0.02% -1,364 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 271,552 $5.4M 0.01% +10,554 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 219,946 $4.37M 0.06% +62 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 216,430 $4.31M 1.04% +1,736 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 180,082 $3.58M 2.87% 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 163,350 $3.25M <0.01% +233 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 157,644 $3.13M 0.75% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 149,738 $2.98M 0.11% -6,304 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 148,661 $2.95M <0.01% +96,651 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 145,665 $2.89M 0.55% +4,207 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 144,489 $2.87M 1.15% +1,446 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 128,879 $2.56M 0.36% +1,025 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 128,813 $2.56M <0.01% +8,241 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 125,047 $2.48M 0.04% -2,672 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 113,746 $2.25M <0.01% +13,609 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 108,809 $2.16M 0.24% +5,074 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 100,000 $1.99M 0.23% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 94,388 $1.88M 0.01% -2,036 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 82,337 $1.64M 1.09% -3,121 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 79,370 $1.58M 0.08% -150 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 77,830 $1.55M 0.35% -1,917 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 77,769 $1.55M 0.01% -15,049 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 72,218 $1.43M <0.01% +2,201 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 70,481 $1.4M 0.15% +488 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 70,160 $1.39M 0.52% -1,301 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for AlTi Global, Inc. 47,998 $954K 0.02% 0 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 47,730 $948K <0.01% +384 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 47,485 $941K 0.14% -7,389 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 44,890 $892K 0.6% +18,790 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 44,721 $889K 0.01% -1,631 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 43,775 $870K <0.01% +5,014 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 42,554 $846K 0.01% -2,000 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 40,960 $814K 0.01% -1,464 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 40,573 $806K <0.01% +733 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 37,409 $743K <0.01% +2,544 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 33,031 $656K 0.36% -4,244 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 32,168 $639K 0.43% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 31,964 $635K 0.02% -13,395 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 30,825 $612K 0.03% +1,100 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 29,467 $586K 0.01% +3,850 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 28,937 $575K <0.01% 0 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 27,115 $539K 0.04% +2,535 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 25,347 $504K 0.3% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,270 $502K <0.01% -75,605 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 25,168 $500K <0.01% +525 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 25,073 $498K 0.03% -157 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 25,041 $498K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,940 $436K <0.01% +2,499 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 21,411 $430K 0.56% +334 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 20,871 $415K 0.15% -3,161 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20,437 $406K 0.01% +20,235 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,383 $405K <0.01% +1,213 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,207 $402K <0.01% -4,868 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 19,945 $396K <0.01% -4,904 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 19,829 $394K 0.04% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 19,518 $388K <0.01% +177 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 19,363 $385K 0.03% -484 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 18,791 $373K 0.01% -5,108 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,568 $349K 0.02% +4,482 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,010 $338K <0.01% +1,238 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 16,911 $336K 0.01% -16,551 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,909 $336K 0.01% -69,141 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 16,858 $335K 0.02% -4,152 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 16,858 $335K 0.01% -4,152 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,500 $328K <0.01% +180 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 15,709 $312K 0.25% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 15,449 $307K 0.02% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 15,333 $305K 0.07% -1,969 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 15,103 $300K <0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,849 $295K 0.01% -528 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 14,593 $290K 0.04% +271 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 14,524 $289K <0.01% -3,214 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 14,433 $287K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 13,891 $276K <0.01% -250 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 13,782 $274K 0.01% +1,591 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 13,482 $268K <0.01% new 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 12,212 $243K 0.25% +11,400 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 12,000 $238K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,000 $238K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 11,607 $231K <0.01% -5,726 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,318 $225K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,087 $220K 0.01% -16 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 10,906 $217K 0.17% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,685 $212K <0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 10,192 $203K 0.08% +189 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 9,578 $190K 0.1% -8,406 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,159 $182K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,980 $178K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 8,350 $166K 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 $138K <0.01% 0 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 5,911 $117K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,694 $93.3K <0.01% +2,114 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,575 $90.9K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,715 $73.8K 0.01% +1,892 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,080 $61.2K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,029 $60.2K <0.01% +384 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,992 $59K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,979 $58K 0.02% +1,000 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 2,490 $49.5K 0.04% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,145 $42.6K <0.01% +40 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,008 $39.9K 0.01% -3,340 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 $37.9K 0.02% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,832 $36.4K <0.01% -2,314 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,790 $35.6K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,624 $32.3K <0.01% -513 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,612 $32K <0.01% +30 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,218 $24.2K <0.01% -427 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,005 $20K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 983 $19.5K 0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 789 $15.7K 0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 704 $14.1K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 682 $13.6K <0.01% -404 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 624 $12.4K 0.01% 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 $11.4K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 541 $10.8K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 312 $6.2K <0.01% -1,150 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 207 $4.12K <0.01% -3,883 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 200 $4K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 171 $3K <0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 128 $2.53K <0.01% +3 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 20 $397 <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11 $219 <0.01% +2 13F-HR Timeline