MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,566,422 $79.2M 0.01% +124,176 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 857,503 $43.3M 0.01% -157,868 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 828,100 $41.9M 0.17% +199,642 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 641,389 $32.4M 3.37% -47,725 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 585,643 $29.6M 0.01% +257,736 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 555,515 $28.1M 0.01% +158,632 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 446,165 $22.5M 0.06% +169,586 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 430,746 $21.8M 0.01% +236,034 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 398,469 $20.1M 1.92% +64,251 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 328,157 $16.6M 0.52% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 319,120 $16.1M 1.08% -2,595 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 317,399 $16M 1.05% -28,000 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 299,011 $15.1M 2% +25,998 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 227,437 $11.5M 0.31% -15,290 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 171,853 $8.69M +103,996 Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 168,724 $8.53M 1.63% +17,807 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 165,369 $8.36M 2.43% +116,351 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 132,447 $6.69M 0.55% +20,571 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 131,687 $6.66M 0.01% -12,693 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 131,665 $6.65M 3.3% -109,879 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 131,064 $6.62M 3.01% +20,022 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 121,342 $6.13M 1.42% -23,187 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 110,051 $5.56M 3.47% +13,628 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 108,177 $5.47M 2.56% +6,631 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 102,638 $5.19M 0.01% -44,322 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 98,802 $4.99M 0.38% -13,274 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 93,978 $4.75M 0.21% +93,962 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 76,809 $3.88M 2.99% +52,496 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 76,025 $3.84M 0.05% +44,136 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 75,168 $3.78M 0.74% +10,227 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 71,374 $3.61M 0.3% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 69,250 $3.5M 0.29% +44,000 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 65,334 $3.3M 0.01% -11,839 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 62,725 $3.17M 0.48% +21,967 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 59,895 $3.03M 0.04% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 57,711 $2.92M <0.01% +45,228 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 55,474 $2.8M 0.44% +5,456 13F-HR/A Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 54,211 $2.74M 0.23% +3,597 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50,966 $2.58M 0.02% -2,677 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 45,657 $2.31M 1.48% +6,697 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,943 $2.12M <0.01% -18,359 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 40,400 $2.04M 0.14% -7,200 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 39,519 $2M 0.15% +1,373 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 36,352 $1.84M 0.01% -785 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 36,273 $1.83M <0.01% -5,986 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 34,501 $1.74M 1.55% -23,593 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 32,700 $1.65M 0.13% -10,115 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 31,775 $1.61M 0.68% +12,756 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 31,358 $1.58M 0.31% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 31,334 $1.58M 0.01% +21,227 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 30,882 $1.56M <0.01% +2,318 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 30,277 $1.53M 0.06% +19,537 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 29,398 $1.49M 0.02% -8,549 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 28,382 $1.43M 0.01% +2,098 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 27,565 $1.39M 0.02% 0 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 27,374 $1.38M 0.05% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 26,453 $1.34M <0.01% +22,132 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,559 $1.29M 0.02% new 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 24,721 $1.25M 0.25% -936 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 24,690 $1.25M 0.09% +6,051 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 23,849 $1.21M 0.35% +16,618 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 23,578 $1.19M 0.43% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 23,489 $1.19M 0.03% -1,695 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 22,338 $1.13M 0.01% -498 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 22,241 $1.12M 0.24% +19,958 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 21,995 $1.11M 0.35% +695 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 21,601 $1.09M 0.37% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 21,601 $1.09M 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,440 $1.08M <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,029 $912K <0.01% -6,797 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,668 $893K 0.03% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 17,242 $871K 0.17% +4,430 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% 0 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 15,604 $788K 0.31% -12,475 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 14,512 $733K <0.01% new 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 14,396 $728K 0.35% -679 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 14,330 $724K 0.66% -1,657 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 13,820 $698K 0.01% +87 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,447 $680K <0.01% +3,539 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,906 $652K 0.02% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,211 $617K <0.01% -22,330 13F-HR Timeline Group Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 11,875 $600K 0.19% -296 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 11,721 $592K <0.01% -846 13F-HR/A Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 11,299 $571K 0.06% +3,101 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 11,121 $562K 0.61% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 10,921 $552K 0.5% -41,144 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 10,904 $551K 0.3% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,780 $545K 0.04% +1,301 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 10,368 $524K 0.21% -3,475 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 10,238 $517K 0.01% -912 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,010 $506K 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 0.36% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 9,443 $477K 0.06% new 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 9,009 $455K 0.15% -457 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8,700 $440K 0.23% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 7,500 $379K 0.13% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,211 $365K 0.04% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,223 $363K 0.07% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,002 $353K 0.01% +6,610 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,973 $352K 0.05% -500 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,829 $345K 0.03% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,740 $341K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 6,740 $341K <0.01% new 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,621 $335K 0.03% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,501 $329K <0.01% -77 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 6,285 $318K 0.18% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,235 $315K 0.09% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,148 $311K <0.01% 0 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 6,099 $308K 0.09% +13 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,036 $305K <0.01% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,865 $296K 0.03% -1,314 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,553 $281K 0.31% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,384 $272K 0.01% new 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,930 $249K 0.08% -335 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,673 $236K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,363 $221K <0.01% +509 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 4,258 $215K 0.02% -391 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,441 $72.8K 0.01% -14 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,309 $66.2K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,297 $65.5K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,000 $50.5K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 996 $50.3K 0.02% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 739 $37.4K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 669 $33.8K 0.01% 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 581 $29.4K <0.01% new 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 568 $28.7K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 466 $23.6K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 371 $18.7K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 251 $12.7K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 244 $12.4K <0.01% +2 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 100 $5.05K <0.01% new 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 25 $1.26K <0.01% -1,015 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $1K <0.01% -18 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17 $859 <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1 $51 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.