MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 709,050 $27.4M <0.01% +232,292 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 624,506 $24.1M <0.01% +531,404 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 306,410 $11.8M <0.01% +67,522 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 206,005 $7.95M 0.69% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 119,039 $4.59M <0.01% +37,370 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 100,000 $3.86M <0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 97,590 $3.77M 0.01% -22,453 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 83,068 $3.21M <0.01% -25,086 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 71,778 $2.77M 0.08% +75 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 71,020 $2.74M <0.01% -143,021 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 59,013 $2.28M <0.01% -4,840 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 51,595 $1.99M 0.02% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 49,520 $1.91M <0.01% -1,647 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 45,597 $1.76M 1.85% -22,899 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 36,035 $1.39M 0.05% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 35,624 $1.38M <0.01% -3,259 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 35,605 $1.33M 0.09% +12 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 31,476 $1.22M +8,137 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 31,405 $1.21M <0.01% +14,214 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 30,920 $1.19M 0.01% new 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 32,061 $1.16M 0.09% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 29,426 $1.14M 0.01% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,862 $1.08M <0.01% +19,656 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 23,220 $896K <0.01% -800 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 21,952 $847K <0.01% +11,863 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 21,798 $841K <0.01% -13,666 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 19,367 $748K <0.01% +7,668 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 16,180 $625K 0.17% +6,691 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 15,727 $607K <0.01% -3,153 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,707 $529K 0.01% -145 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 13,534 $522K 0.01% -2,519 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,467 $481K <0.01% -9,260 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,289 $436K <0.01% -2,812 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,102 $429K <0.01% +2,969 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,822 $418K 0.01% +33 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,792 $378K <0.01% +32 13F-HR Timeline Group HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 9,271 $358K 0.25% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,200 $355K 0.02% -310 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,538 $330K <0.01% -1,945 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,391 $326K <0.01% -971 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 8,350 $322K 0.06% +35 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,100 $313K 0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,601 $293K 0.01% -3,796 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,199 $278K 0.01% -800 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,538 $252K <0.01% +5,277 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,226 $240K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5,524 $213K 0.04% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,493 $212K 0.09% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 5,474 $211K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,095 $158K <0.01% +961 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,393 $131K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,719 $105K 0.01% +9 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,640 $102K <0.01% +2,540 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,179 $84.1K 0.01% -50 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,090 $80.7K <0.01% -76 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,096 $78.2K <0.01% -333 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,238 $47.8K <0.01% 0 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,150 $44.4K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,146 $44.2K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,105 $42.7K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 982 $37.9K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 900 $34K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 767 $29.6K <0.01% +138 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 666 $25.7K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 646 $24.9K 0.01% +2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 549 $21.2K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 502 $19.4K <0.01% +43 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 335 $12.9K 0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 337 $12.7K 0.01% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 213 $7.95K <0.01% -21 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 201 $7.77K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 200 $7.72K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 180 $6.95K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 160 $6.18K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 72 $2.78K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 68 $2.62K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 54 $2.08K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 48 $1.85K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15 $599 <0.01% -1 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $33 <0.01% 0 13F-HR/A Timeline Group Amount filed as zero, left out of ratios. Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 0 $8 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.