MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,053,934 $104M 0.01% +266,478 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,189,801 $60.3M 0.18% +154,612 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,046,686 $53.1M 0.02% +251,025 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 983,966 $49.9M 0.01% -45,119 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 783,434 $39.7M 3.43% +90,575 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 781,136 $39.6M 0.01% +248,614 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 648,265 $32.9M +123,494 Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 647,061 $32.8M 1.97% +176,794 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 623,961 $31.6M 0.01% -40,294 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 429,747 $21.8M <0.01% +423,272 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 401,417 $20.4M 1.46% -33,860 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 369,729 $18.7M 1.1% +31,315 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 335,916 $17M 2.11% +11,609 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 313,081 $15.9M 0.88% +4,813 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 262,792 $13.3M 2.22% +30,970 13F-HR/A Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 254,961 $12.9M 0.15% +5,153 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 215,492 $10.9M 1.18% -4,048 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 208,445 $10.6M 6.49% +129,321 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 199,942 $10.1M 7% +17,991 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 184,039 $9.33M 2.29% +62,800 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 156,676 $7.94M 0.66% +10,422 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 153,756 $7.8M 2.98% -17,313 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 148,310 $7.52M 0.75% +144,267 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 134,457 $6.82M 0.01% +91,215 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 131,279 $6.66M 0.01% -10,297 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 122,451 $6.21M 0.38% +199 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 122,172 $6.19M 3.38% +8,225 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 120,730 $6.12M 2.34% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 115,966 $5.86M 0.01% +20,169 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 112,795 $5.72M 1.11% +6,227 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 109,836 $5.57M 0.14% -49,160 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 110,104 $5.57M 0.66% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 91,362 $4.63M 1.78% -770 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 88,079 $4.47M 0.01% +3,712 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 80,311 $4.07M 0.67% +600 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 74,876 $3.8M 1.64% new 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 64,458 $3.27M 0.22% +9,528 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 55,952 $2.87M 0.02% +2,089 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 55,387 $2.81M 0.01% +1,395 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 51,144 $2.59M 0.01% +3,882 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 50,255 $2.55M <0.01% +18,424 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 49,327 $2.5M <0.01% -8,960 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 48,169 $2.44M 1.34% -200 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 46,044 $2.33M 0.05% +5,496 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 45,005 $2.28M 0.14% +16,353 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 44,452 $2.25M 0.32% +8,881 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 43,861 $2.22M 0.13% -569 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 42,524 $2.16M 0.05% +1,450 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 41,924 $2.13M <0.01% +2,066 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 41,768 $2.12M 0.29% -1,755 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 41,321 $2.09M 0.48% +4,655 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 38,621 $1.96M 0.72% -1,309 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 38,398 $1.95M <0.01% +2,249 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 38,060 $1.93M 0.01% +1,502 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 36,000 $1.83M <0.01% new 13F-HR Timeline Group Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 34,620 $1.76M 1.17% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 31,520 $1.6M 0.02% +2,696 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 30,195 $1.53M 0.41% +8,800 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% 0 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,178 $1.33M 0.01% +7,019 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 24,544 $1.24M 1.23% -6,357 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,833 $1.21M <0.01% -11,983 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 22,600 $1.15M 0.08% -14,150 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,938 $1.11M 0.02% -318 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 21,645 $1.1M 0.01% +6,227 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 21,173 $1.07M 0.18% +667 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20,429 $1.04M 0.02% +19,955 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 19,389 $983K 0.04% +7,352 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,682 $947K 0.04% -2,777 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 17,286 $876K 0.14% -1,582 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,061 $865K 0.01% +522 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 16,937 $859K 0.55% +2,442 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,595 $841K 0.01% -775 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 16,041 $813K <0.01% +7,755 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,930 $757K <0.01% -290 13F-HR/A Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 14,556 $738K 0.32% +63 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 13,979 $709K 0.01% +79 13F-HR Timeline 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 12,138 $615K 0.07% -12,491 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 11,875 $602K 0.16% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 11,846 $601K 0.17% +2,726 13F-HR/A Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 11,557 $586K 0.05% +128 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 10,558 $535K 0.03% -317 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,007 $507K <0.01% -3,057 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,954 $505K 0.03% -397 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,909 $502K 0.02% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 9,462 $480K 0.32% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,973 $455K <0.01% new 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,955 $454K 0.16% -560 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8,700 $441K 0.17% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,536 $433K <0.01% -445 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 8,500 $431K 0.13% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,486 $430K <0.01% new 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 8,243 $418K 0.28% +940 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,024 $356K 0.01% +552 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,829 $346K 0.03% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,576 $333K 0.04% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,500 $330K 0.01% new 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,198 $314K 0.14% -8,872 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,158 $312K <0.01% -1,138 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 $312K <0.01% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,130 $311K <0.01% +456 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 6,123 $310K 0.08% +12 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,055 $307K <0.01% -75,555 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 6,046 $307K 0.02% +486 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,036 $306K <0.01% 0 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,831 $296K 0.14% +5 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,553 $282K 0.27% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,016 $254K 0.01% -834 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,440 $225K 0.02% -8,060 13F-HR/A Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,164 $211K 0.1% new 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,155 $211K 0.06% -137 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,080 $207K 0.12% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,056 $206K 0.02% +1,977 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,701 $188K <0.01% +312 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,469 $176K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,678 $85.1K <0.01% +900 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,500 $76K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,427 $72.4K 0.01% +13 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,417 $71.8K 0.02% +849 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 808 $41K <0.01% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 582 $29.5K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 500 $25.4K <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 Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 408 $20.7K <0.01% 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 320 $16.2K <0.01% +2 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 181 $9.18K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 126 $6.39K <0.01% new 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 120 $6.08K <0.01% -141 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 46 $2.33K <0.01% -17 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 31 $1.57K <0.01% -27,116 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 25 $1.27K <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 $373 <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