MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,385,447 $120M 0.01% +331,513 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,358,155 $68.5M 0.02% +311,469 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,242,300 $62.7M 0.17% +52,499 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 950,599 $48M 0.01% +169,463 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 905,610 $45.7M 0.01% -78,356 13F-HR/A Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 787,192 $39.7M 3.33% +3,758 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 770,854 $38.9M 0.01% +146,893 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 708,974 $35.9M 1.86% +61,913 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 691,110 $35M +42,845 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 565,257 $28.5M 0.01% +135,510 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 403,258 $20.4M 1.4% +1,841 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 370,314 $18.7M 1.1% +585 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 368,597 $18.6M 2.31% +32,681 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 325,677 $16.4M 0.5% new 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 324,420 $16.4M 8.7% 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 320,669 $16.2M 0.87% +7,588 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 284,531 $14.4M 2.38% +21,739 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 261,154 $13.2M 0.15% +6,193 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 251,592 $12.7M 1.42% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 207,261 $10.5M 6.19% -1,184 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 204,570 $10.3M 7.09% +4,628 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 197,655 $9.98M 1.88% +84,860 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 193,017 $9.74M 1.01% +82,913 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 174,053 $8.78M 0.9% -41,439 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 170,216 $8.59M 4.65% +48,044 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 157,880 $7.97M 3.09% +4,124 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 149,621 $7.55M 2.22% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 149,420 $7.55M 0.01% +33,454 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 139,799 $7.06M 0.01% new 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 139,507 $7.04M 0.01% +8,228 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 137,235 $6.93M 2.54% +16,505 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 136,023 $6.87M 0.01% +1,566 13F-HR Timeline Group Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 126,161 $6.37M 4.17% +91,541 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 121,157 $6.11M 0.37% -1,294 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 117,660 $5.94M 0.01% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 108,056 $5.45M 0.01% +19,977 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 104,321 $5.27M 1.26% -79,718 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 101,628 $5.13M 0.12% -8,208 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 83,057 $4.21M 0.64% +2,746 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 79,972 $4.04M 0.01% +24,585 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 71,279 $3.6M 0.24% +6,821 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 70,241 $3.55M 0.01% +19,986 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 68,380 $3.45M 0.2% +23,375 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 60,696 $3.06M 1.08% +22,075 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 59,158 $2.99M 1.33% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 58,690 $2.97M 0.02% +2,738 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 56,006 $2.83M 1.11% -18,870 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 53,037 $2.68M 0.14% +9,176 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 50,102 $2.53M <0.01% -1,042 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 49,748 $2.51M <0.01% +7,824 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 49,693 $2.51M 1.34% +1,524 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 47,021 $2.37M <0.01% -2,306 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 46,380 $2.34M 0.01% +20,202 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 45,821 $2.31M 0.51% +4,500 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 45,338 $2.29M 0.11% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 44,979 $2.27M 0.3% +527 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 43,705 $2.21M 0.04% -2,339 13F-HR/A Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 40,411 $2.04M 0.27% -1,357 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 40,391 $2.04M 0.01% +2,331 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 33,656 $1.7M 0.03% -8,868 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 33,092 $1.67M <0.01% +23,085 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 31,328 $1.58M 0.02% -192 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 29,994 $1.51M 0.01% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 29,095 $1.47M 0.37% -1,100 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 DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 24,645 $1.24M 0.01% +3,000 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 24,073 $1.21M <0.01% +240 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 23,129 $1.17M 1.18% -1,415 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 22,110 $1.12M 0.02% +172 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 21,903 $1.11M 0.18% +730 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 21,209 $1.07M <0.01% +5,168 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,976 $1.01M 0.02% -453 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 19,967 $1.01M 0.12% new 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 19,800 $999K 1.18% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 19,598 $989K 0.84% +15,542 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 19,111 $965K 0.04% +429 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 18,050 $911K 0.81% 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 17,919 $907K 0.07% +11,873 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 17,859 $901K <0.01% +11,711 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,589 $888K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,905 $853K 0.01% +310 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 16,727 $844K 0.01% 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,367 $826K <0.01% +1,437 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,268 $821K 0.01% -793 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 15,100 $762K 0.05% -7,500 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 14,990 $757K 0.11% -2,296 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 14,604 $737K 0.3% +48 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,061 $710K <0.01% -24,337 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 12,234 $617K 0.07% +96 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 11,953 $603K 0.34% -4,984 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 11,875 $599K 0.15% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 11,846 $598K 0.16% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 11,690 $590K 0.05% +133 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 10,558 $533K 0.03% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 10,500 $530K 0.16% +2,000 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,909 $500K 0.02% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,849 $497K 0.03% -105 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 9,462 $480K 0.3% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8,700 $439K 0.17% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,500 $429K <0.01% +2,000 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,485 $428K 0.14% -470 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 8,453 $427K 0.3% +210 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,414 $425K <0.01% -122 13F-HR Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 8,080 $408K 0.15% -83,282 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 7,344 $372K 0.04% -140,966 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,289 $368K 0.01% +265 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,689 $338K 0.03% -140 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,576 $332K 0.04% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 6,132 $309K 0.08% +9 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,126 $309K <0.01% -32 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 6,066 $306K 0.15% +235 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 B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,650 $285K 0.01% new 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,132 $259K 0.11% +968 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,107 $258K <0.01% +3,429 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,978 $251K <0.01% -3,508 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,959 $250K <0.01% -1,171 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,937 $249K <0.01% +4,129 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,852 $245K <0.01% new 13F-HR Timeline Group North Forty Two & Co. More: the full row for North Forty Two & Co. 4,851 $245K 0.23% -702 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,719 $238K <0.01% -1,336 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 4,700 $237K 0.06% 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,440 $224K 0.02% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,416 $223K <0.01% -600 13F-HR/A Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,072 $206K 0.11% -8 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,501 $177K <0.01% -200 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,824 $143K <0.01% -645 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,680 $135K <0.01% +2,554 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,491 $126K 0.01% +991 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,395 $121K 0.07% 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,275 $115K 0.09% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,143 $108K <0.01% +2,142 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,807 $91.4K 0.04% 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,713 $86.5K 0.02% +296 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) 1,604 $81K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,536 $77.5K 0.01% +109 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 649 $32.9K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 500 $25.3K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 466 $23.5K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 437 $22.1K <0.01% +117 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 408 $20.6K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 138 $6.96K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 59 $2.98K <0.01% +13 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 Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 15 $736 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $371 <0.01% -1 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7 $355 <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $21 <0.01% -582 13F-HR Timeline Amount filed as zero, left out of ratios.