MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,070,989 $80.7M <0.01% +43,300 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 751,823 $56.7M 0.02% +123,446 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 426,829 $32.2M -8,554 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 380,148 $28.7M 0.01% +96,890 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 261,720 $19.7M 0.02% +89,584 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 228,312 $17.2M <0.01% +35,933 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 225,194 $17M <0.01% +6,727 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 209,326 $15.8M 0.01% -5,877 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 203,784 $15.4M 0.04% -1,078 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 169,314 $12.8M 7.1% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 152,698 $11.5M 0.02% +3,652 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 143,367 $10.8M 0.17% -9,912 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 134,885 $9.93M 0.01% +68,050 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 122,628 $9.24M 0.1% +15,856 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 106,803 $8.05M 0.01% +5,850 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 96,570 $7.28M 0.17% new 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 80,763 $6.09M 2.62% +47 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 58,509 $4.41M 1.64% -150 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 50,513 $3.81M 0.58% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 49,566 $3.74M 0.06% +3,482 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 46,190 $3.48M 0.04% -3,918 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 44,672 $3.37M <0.01% -738 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 44,583 $3.36M 0.39% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 44,270 $3.31M 0.35% +3,216 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 41,028 $3.09M 0.02% -3,588 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 39,901 $3.01M 0.08% -1,516 13F-HR/A Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 38,852 $2.93M 0.11% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 36,785 $2.77M 0.01% +5,091 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 36,527 $2.75M <0.01% +2,216 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 34,470 $2.6M 0.25% +2,188 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 32,050 $2.42M 0.09% new 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 31,281 $2.36M 0.96% +2,230 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 30,034 $2.26M 0.31% +783 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 30,012 $2.26M 1.07% new 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 29,413 $2.22M 1.8% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 28,843 $2.17M 0.03% +1,458 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 27,612 $2.08M 0.24% -5,638 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 26,855 $2.02M 0.25% -423 13F-HR/A Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 26,201 $1.97M 0.05% -5,934 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 25,183 $1.9M 0.01% +867 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,222 $1.83M <0.01% -315 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 23,053 $1.77M 0.03% +26 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 23,327 $1.76M 0.01% -2,551 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 22,948 $1.73M 0.57% -2,481 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 21,915 $1.65M 0.01% +357 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,753 $1.56M <0.01% +4,136 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 19,197 $1.45M 0.58% -1,409 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 18,803 $1.42M 0.06% +14,364 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 17,661 $1.33M 0.01% -202 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 15,810 $1.19M 0.76% -750 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 15,595 $1.18M 0.09% -66 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,092 $1.14M 0.08% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,869 $1.05M 0.01% +438 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,848 $1.04M 0.01% +67 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 12,155 $916K <0.01% -190 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,004 $905K <0.01% -28,517 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,923 $899K 0.25% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,691 $881K <0.01% -2,097 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 11,638 $877K 0.05% +340 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 10,894 $821K 0.25% -228 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,640 $805K 0.16% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,502 $792K <0.01% +3,574 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,153 $765K 0.04% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,368 $706K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,205 $694K 0.02% +348 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,912 $672K 0.02% +426 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,857 $592K 0.11% +481 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 7,677 $579K 0.25% -366 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,606 $573K 0.01% +1,163 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,528 $567K <0.01% -1,544 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 7,154 $539K 0.12% -99 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 7,095 $535K 0.32% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 7,025 $529K 0.05% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,708 $506K 0.01% -391 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,608 $498K 0.02% -3,171 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,431 $485K <0.01% -908 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,426 $484K 0.01% +330 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,330 $477K 0.05% -328 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,179 $466K <0.01% new 13F-HR Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 6,014 $453K 0.19% +251 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,809 $438K 0.01% +75 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,573 $416K <0.01% +1,819 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,313 $400K 0.02% +152 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,244 $395K 0.01% -279 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,143 $387K <0.01% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,247 $320K 0.11% -123 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,116 $310K 0.14% -26 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,972 $299K 0.07% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,899 $294K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,799 $286K <0.01% +2,861 13F-HR Timeline Group Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 3,758 $283K 0.17% -3,698 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,661 $276K 0.01% +953 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,486 $269K 0.01% -16 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,464 $261K 0.06% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,447 $260K 0.08% -774 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,745 $258K 0.04% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,383 $255K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,309 $249K 0.02% -2,682 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,156 $238K 0.05% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,092 $233K 0.06% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,025 $228K <0.01% new 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 2,900 $219K 0.06% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,868 $216K <0.01% -101 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,790 $210K 0.04% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,629 $199K 0.07% +1,220 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,290 $173K 0.02% -333 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,938 $146K 0.01% +200 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,747 $132K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,731 $130K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,450 $109K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 907 $68.4K <0.01% -1,349 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 752 $56.7K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 735 $55.4K 0.01% +5 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 717 $54K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 600 $45.2K <0.01% 0 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 588 $44.3K <0.01% 0 13F-HR/A Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 400 $30.1K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 393 $29.7K <0.01% +112 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 388 $29.2K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 387 $29.2K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 351 $26.4K <0.01% new 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 292 $22K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 275 $20.7K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 246 $18.5K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 228 $17.2K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 220 $16.6K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 210 $15.8K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 200 $15.1K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 183 $13.7K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 170 $12.8K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 166 $12.5K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 138 $10.4K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 103 $7.76K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 100 $7.54K <0.01% +1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 93 $7.01K <0.01% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 78 $5.88K <0.01% 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/ 67 $5.05K <0.01% -17 13F-HR/A Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 60 $4.52K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 51 $3.84K <0.01% 0 13F-HR Timeline Group