MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,442,246 $72.4M 0.01% +324,548 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,015,371 $51M 0.01% -106,574 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 689,114 $34.6M 3.55% +394,106 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 628,458 $31.6M 0.13% +36,680 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 396,883 $19.9M <0.01% +15,979 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 345,399 $17.3M 1.09% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 334,218 $16.9M 1.53% -8,089 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 327,907 $16.5M 0.01% +57,620 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 321,715 $16.2M 1.07% -6,549 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 276,579 $13.9M 0.04% +56,602 13F-HR/A Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 273,013 $13.7M 1.84% +2,817 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 241,544 $12.2M 5.94% -86,851 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 242,727 $12.2M 0.3% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 194,712 $9.78M <0.01% 13F-HR/A Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 150,917 $7.58M 1.44% -7,267 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 146,960 $7.38M 0.01% -1,395,465 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 144,529 $7.26M 1.58% -2,912 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 144,380 $7.25M 0.01% -46,283 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 123,415 $6.2M 1.59% -53,720 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 112,076 $5.63M 0.39% +26,024 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 111,876 $5.62M 0.44% +14,751 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 111,042 $5.58M 2.48% +2,456 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 101,546 $5.1M 2.27% 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 96,423 $4.84M 3.09% +50,285 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 77,173 $3.88M 0.01% +14,881 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 67,857 $3.41M -3,063 Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 64,941 $3.26M 0.72% -6,718 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 60,302 $3.03M 0.01% +11,630 13F-HR Timeline Group Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 58,094 $2.92M 2.45% +41,298 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 53,643 $2.69M 0.02% +53,170 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 52,065 $2.61M 2.18% +40,043 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 50,614 $2.54M 0.22% new 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 50,018 $2.51M 0.39% -3,028 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 49,018 $2.46M 0.79% +41,255 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 47,600 $2.39M 0.16% -500 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/ 45,127 $2.27M <0.01% -1,045 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 42,815 $2.15M 0.17% -10,700 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 42,259 $2.12M 0.01% -432,740 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 40,758 $2.05M 0.29% +3,133 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 38,960 $1.96M 1.31% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 38,146 $1.92M 0.16% -7,530 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 37,947 $1.91M 0.02% +5,803 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 37,137 $1.87M 0.01% +19,194 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 34,541 $1.73M <0.01% new 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 33,493 $1.68M 0.07% +24,039 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 31,889 $1.61M 0.02% +328 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 28,564 $1.43M <0.01% +2,855 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 28,079 $1.41M 0.56% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 27,565 $1.38M 0.02% 0 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 26,284 $1.32M 0.01% +945 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 25,657 $1.29M 0.25% -26,067 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 25,184 $1.27M 0.03% +303 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 25,250 $1.27M 0.1% -15,250 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,826 $1.25M <0.01% +5,016 13F-HR/A Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 24,313 $1.23M 0.97% -6,941 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 22,836 $1.15M 0.01% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 21,300 $1.07M 0.35% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 19,019 $955K 0.39% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 18,639 $936K 0.06% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,372 $822K 0.02% +3,843 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 15,987 $803K 0.71% 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 15,075 $757K 0.37% -70 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 13,843 $695K 0.28% -2,265 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 13,733 $690K 0.01% +699 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 12,812 $643K 0.12% +952 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,567 $631K <0.01% -1,364 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,483 $627K <0.01% -401 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,247 $615K <0.01% +411 13F-HR Timeline Group Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 12,171 $611K 0.18% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,150 $560K 0.01% -1,571 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,740 $539K 0.02% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,107 $507K <0.01% +2,238 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,908 $497K <0.01% new 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 9,462 $478K 0.4% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,479 $476K 0.04% +1,073 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 9,466 $475K 0.17% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,035 $454K <0.01% new 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 8,198 $412K 0.04% -4,725 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 7,500 $377K 0.13% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,473 $375K 0.05% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 7,231 $365K 0.11% 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,179 $360K 0.03% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,829 $343K 0.03% -51 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,578 $330K <0.01% +6,396 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,148 $309K <0.01% 0 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 6,086 $306K 0.09% +2,037 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,036 $303K <0.01% +1,047 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,553 $279K 0.32% 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,444 $273K 0.06% -43,710 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 5,265 $264K 0.08% -440 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,821 $242K 0.05% -8,264 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,673 $235K <0.01% +83 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 4,649 $233K 0.03% -365 13F-HR/A Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,600 $231K 0.04% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,321 $217K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 3,854 $194K <0.01% +194 13F-HR/A Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,200 $161K 0.07% +1,000 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,283 $115K 0.02% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $100K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,537 $77.2K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,455 $73.1K 0.01% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,040 $52.2K 0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,000 $50.2K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 996 $50K 0.02% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 739 $37.1K 0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 713 $35.8K 0.01% -8 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 568 $28.5K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 466 $23.4K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 392 $19.7K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 251 $12.6K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 242 $12.2K <0.01% +2 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 26 $2K <0.01% -1 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17 $854 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16 $803 <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 6 $303 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.