MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 499,788 $14.7M <0.01% -46,404 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 204,349 $5.99M <0.01% -100,908 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 104,344 $3.06M <0.01% +6,576 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 90,005 $2.64M 0.01% new 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 71,975 $2.11M <0.01% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 45,276 $1.33M <0.01% -333 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 42,498 $1.24M <0.01% -8,200 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 38,987 $1.14M <0.01% +6,957 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,929 $995K <0.01% -38,033 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 23,936 $702K <0.01% -1,344 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 23,065 $676K 0.29% -27,099 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,508 $631K <0.01% -1,344 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 21,202 $622K 0.11% -54 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 13,478 $398K 0.02% +56 13F-HR Timeline Group Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 12,879 $378K 0.1% -1,058 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,629 $370K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 11,855 $348K <0.01% -2,346 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,105 $326K <0.01% -7,373 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,969 $234K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,868 $113K <0.01% +2,351 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,416 $70.8K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,052 $31K <0.01% -20 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,032 $30.2K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 728 $21.3K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 538 $15.8K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 381 $11K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 275 $8.06K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 208 $6.1K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 184 $5.39K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 140 $4.11K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 124 $4K <0.01% 0 13F-HR Timeline Group Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 99 $2.9K <0.01% +28 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 70 $1.82K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 16 $469 <0.01% -37 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 15 $440 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.