MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 728,160 $15.4M <0.01% +139,805 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 635,478 $13.4M <0.01% +13,831 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 633,999 $13.4M 3.85% +15,683 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 583,291 $12.3M <0.01% +23,291 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 448,948 $9.5M 0.69% +192,392 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 291,065 $6.16M 4.01% 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 275,097 $5.82M +57,844 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 255,484 $5.4M <0.01% +148,131 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 125,846 $2.66M 1.21% +12,871 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 109,380 $2.31M 0.98% -466 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 80,837 $1.71M <0.01% -16,924 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 67,921 $1.43M 0.64% +11,781 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 43,056 $911K 0.03% -2,828 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 40,385 $854K 0.14% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 40,256 $852K <0.01% +2,190 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 40,095 $848K <0.01% -23,882 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 39,306 $831K <0.01% +7,839 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 36,357 $769K 0.07% +336 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,734 $692K <0.01% +557 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 29,923 $686K 0.18% +326 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 29,833 $631K <0.01% +16,603 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 28,879 $611K 0.17% -26,137 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 28,379 $600K 0.02% +44 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 22,213 $470K <0.01% +940 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 21,015 $444K <0.01% +657 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 17,642 $417K 0.05% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 18,684 $395K <0.01% -3,523 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 18,253 $386K 0.07% +5,878 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 17,936 $379K 0.08% -436 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,371 $367K <0.01% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 17,109 $362K 0.06% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 17,097 $362K 0.01% -2,452 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 15,634 $331K 0.14% +213 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 13,953 $295K 0.07% +185 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,139 $278K <0.01% +2,242 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 11,792 $249K 0.11% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,305 $239K 0.01% +159 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 10,764 $228K <0.01% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,740 $227K <0.01% +788 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,107 $150K <0.01% -22 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,583 $76K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3,530 $74.7K 0.04% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,165 $66.9K <0.01% +770 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,238 $47.3K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,855 $39.2K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,587 $33.6K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 600 $12.7K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 588 $12.4K <0.01% 0 13F-HR/A Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 588 $12.4K 0.01% +497 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 571 $12.2K <0.01% +111 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 400 $8.46K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 300 $6.34K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 255 $5.39K <0.01% +254 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 202 $4.27K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 83 $2K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 80 $1.69K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 44 $931 <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3 $63 <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2 $50 <0.01% 0 13F-HR Timeline