MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,787,456 $90.4M 0.01% +221,034 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,035,189 $52.3M 0.18% +207,089 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,029,085 $52M 0.01% +171,582 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 795,661 $40.2M 0.01% +210,018 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 692,859 $35M 3.26% +51,470 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 664,255 $33.6M 0.01% +108,740 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 532,522 $26.9M 0.01% +101,776 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 524,771 $26.5M 0.06% +78,606 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 470,267 $23.8M 1.8% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avestar Capital, LLC More: the full row for Avestar Capital, LLC 435,277 $22M 1.61% +36,808 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 338,414 $17.1M 1.11% +19,294 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 324,307 $16.4M 2.07% +25,296 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 308,268 $15.6M 0.94% -9,131 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 249,808 $12.6M 0.17% +224,249 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 231,822 $11.7M 2.1% +63,098 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 219,540 $11.1M 1.6% new 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 181,951 $9.2M 7.39% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 171,069 $8.65M 3.54% +40,005 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 158,996 $8.04M 0.22% -169,161 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 146,254 $7.4M 0.62% +13,807 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 141,576 $7.16M 0.01% +9,889 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 122,252 $6.18M 0.41% +23,450 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 121,239 $6.13M 1.65% -44,130 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 113,947 $5.76M 3.47% +3,896 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 110,104 $5.57M 0.66% +47,379 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 106,568 $5.39M 1.14% -14,774 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 95,797 $4.83M 0.01% -6,841 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 92,132 $4.66M 1.85% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 84,367 $4.27M 0.01% +19,033 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 81,610 $4.13M 0.01% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 79,711 $4.03M 0.7% +4,543 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 79,124 $4M 2.82% +2,315 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 69,594 $3.52M 1.38% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 58,287 $2.95M <0.01% +576 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 54,930 $2.78M 0.21% +719 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 53,992 $2.73M 0.01% +3,026 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 53,863 $2.72M 0.02% +31,525 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 48,369 $2.45M 1.44% +2,712 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 47,262 $2.39M 0.01% +10,989 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 44,430 $2.25M 0.14% +4,911 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 43,523 $2.2M 0.32% -11,951 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 43,242 $2.19M <0.01% +1,299 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 41,074 $2.08M 0.07% +10,797 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 40,548 $2.05M 0.05% -186,889 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 39,930 $2.02M 0.8% +8,155 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 39,858 $2.02M <0.01% +8,976 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 36,750 $1.86M 0.14% -32,500 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 36,558 $1.85M 0.01% +8,176 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 36,666 $1.85M 0.39% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,378 $1.84M <0.01% +9,925 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 36,149 $1.83M -135,704 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 35,816 $1.81M 0.01% +14,376 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 35,571 $1.8M 0.28% +4,213 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 32,656 $1.65M 0.41% +8,807 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,831 $1.61M <0.01% +13,802 13F-HR/A Timeline Group Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 30,901 $1.56M 1.55% -3,600 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 28,824 $1.46M 0.02% -574 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 28,652 $1.45M 0.09% +3,962 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27,147 $1.37M 0.04% +9,479 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 27,068 $1.37M 0.02% -497 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 24,629 $1.25M 0.17% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 22,256 $1.13M 0.03% -1,233 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,971 $1.11M <0.01% new 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 21,459 $1.09M 0.06% -5,915 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 21,395 $1.08M 0.31% -600 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 20,506 $1.04M 0.19% -4,215 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,159 $969K 0.01% -12,175 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 18,868 $954K 0.16% +1,626 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,370 $878K 0.02% +10,368 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,539 $836K 0.02% +167 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 15,418 $780K <0.01% +1,971 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,220 $770K <0.01% -21,132 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 15,070 $762K 0.38% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 14,495 $733K 0.53% +165 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 14,493 $733K 0.34% +97 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 13,900 $703K 0.01% +80 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,064 $661K <0.01% +1,343 13F-HR/A Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,735 $644K 0.16% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 12,500 $632K 0.04% -20,200 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 12,037 $609K 0.02% new 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 11,875 $600K 0.17% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 11,429 $578K 0.05% +130 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 10,875 $550K 0.03% -29,525 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,351 $523K 0.04% -429 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,909 $501K 0.02% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 9,515 $481K 0.19% -853 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 9,462 $478K 0.33% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 9,120 $461K 0.14% +111 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,981 $454K <0.01% -3,230 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8,700 $440K 0.19% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 8,500 $430K 0.14% +1,000 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,286 $419K <0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 7,509 $380K 0.01% +2,125 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 7,303 $369K 0.27% -3,618 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,296 $369K <0.01% new 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,269 $368K 0.05% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,965 $352K <0.01% new 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,829 $345K 0.03% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,576 $333K 0.04% -397 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,475 $327K <0.01% -26 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,472 $327K 0.01% -87,506 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 6,111 $309K 0.09% +12 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 $297K 0.02% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,850 $296K 0.01% -7,056 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,826 $295K 0.15% -459 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,674 $287K <0.01% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,560 $281K 0.02% +1,302 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,553 $281K 0.3% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,673 $236K <0.01% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,292 $217K 0.06% -638 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,043 $204K 0.02% -127,622 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,389 $171K <0.01% -974 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,079 $105K 0.01% +770 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,500 $75.8K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,414 $71.5K 0.01% -27 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 996 $50.4K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 778 $39.3K <0.01% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 568 $28.7K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 500 $25.3K <0.01% -500 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 495 $25K <0.01% 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 474 $24K <0.01% 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 BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 318 $16.1K <0.01% +74 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 261 $13.2K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 63 $3.19K <0.01% +46 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 25 $1.26K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $372 <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1 $51 <0.01% 0 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.