FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 8,515,143 $667M 0.14% -299,724 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/ 1,807,715 $142M 0.01% -239,547 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,681,358 $132M 0.61% +6,106 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,190,339 $93.2M 0.48% -38,149 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 1,079,036 $84.5M 0.01% -15,098 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 877,858 $68.7M 0.02% +113,985 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 767,264 $60.1M 0.92% +220,577 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 607,918 $47.6M 0.04% +46,394 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 578,891 $45.3M <0.01% +42,357 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 465,273 $36.4M 0.01% +96,887 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 458,045 $35.9M 0.07% +9,701 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 457,068 $35.5M <0.01% +16,143 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 276,517 $21.6M <0.01% +71,091 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 271,495 $20.7M 0.01% +46,663 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 240,975 $18.9M 0.22% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 219,827 $17.2M 3.68% +14,407 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 200,277 $15.7M <0.01% +97,201 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 181,117 $14.2M 0.14% +8,007 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 148,467 $11.6M 0.18% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 138,477 $10.8M <0.01% +14,793 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 135,685 $10.6M 0.2% -1,199 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 133,525 $10.5M 0.17% +674 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 126,142 $9.87M 3.89% new 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 123,282 $9.65M 3.44% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 113,424 $8.88M 0.09% +15,098 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 108,214 $7.68M 0.13% -1,719 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 93,470 $7.32M <0.01% -4,082 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 82,268 $6.44M 0.01% +2,729 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 76,165 $5.96M 0.01% -5,459 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 75,563 $5.92M 0.01% +19,888 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 71,424 $5.59M <0.01% +24,159 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 66,459 $5.2M 0.03% -9,740 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 65,000 $5.09M <0.01% +48,341 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 62,044 $4.86M 0.01% +52,969 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 60,925 $4.77M <0.01% +2,849 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 48,791 $3.82M 0.01% -699 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 46,807 $3.66M 0.16% +1,222 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 44,918 $3.52M <0.01% +3,255 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 40,764 $3.19M 1.39% -3,433 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 33,918 $2.66M 0.13% +8,400 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 31,176 $2.44M 1.81% -617 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 29,072 $2.28M 0.01% +25,145 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 28,782 $2.25M 0.03% -2,971 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 27,728 $2.17M <0.01% +11,367 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 25,918 $2.03M <0.01% +6,372 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 24,341 $1.91M 0.01% +2,612 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 23,086 $1.81M 0.1% +2,923 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 20,653 $1.62M 0.14% +2,295 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 19,525 $1.53M 0.77% -25 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 18,317 $1.43M 0.05% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,840 $1.24M <0.01% +383 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,580 $1.22M <0.01% +121 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 15,148 $1.19M 0.41% -456 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 14,979 $1.17M <0.01% -1,236 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,258 $1.12M 0.01% +10,932 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,908 $932K 0.01% +4,231 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 11,664 $913K 0.39% -1,628 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 11,502 $900K <0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,901 $853K 0.01% +371 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,678 $836K <0.01% -39,538 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,702 $759K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,081 $711K 0.01% +172 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,870 $693K 0.03% +433 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,518 $432K 0.01% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,319 $416K 0.19% +702 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,825 $378K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,605 $360K <0.01% -13 13F-HR Timeline Group TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 4,118 $322K <0.01% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,825 $299K 0.01% +96 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 3,705 $290K 0.16% -255 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,300 $258K <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,185 $249K <0.01% -295 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,798 $219K 0.02% new 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,696 $211K 0.05% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,682 $210K 0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,150 $168K <0.01% +690 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,905 $149K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,821 $143K <0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,659 $130K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,561 $122K 0.04% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,500 $117K <0.01% -1,300 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,087 $85.1K 0.02% +175 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 784 $61.4K <0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 656 $51.4K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 622 $48.7K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 525 $41.1K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 509 $39.8K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 500 $39.2K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 288 $22.5K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 267 $20.9K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 171 $13.3K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 168 $13.2K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 166 $13K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 94 $7.36K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 83 $6.5K <0.01% -17 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 71 $5.52K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 54 $4.23K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15 $1.17K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 13 $1.02K <0.01% new 13F-HR Timeline Group