Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 723,720 $137M 0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 301,709 $56.9M <0.01% +53,417 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 158,289 $29.9M <0.01% -15,131 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 109,638 $20.7M <0.01% +101,582 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 98,884 $18.7M 0.01% +15,072 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 98,015 $18.5M 0.06% +6,235 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 70,092 $13.2M <0.01% -4,997 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 48,236 $9.1M 0.2% +175 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 45,248 $8.54M 0.01% +11,479 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 40,415 $7.63M 0.01% +11,826 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 39,390 $7.43M 0.41% -645 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 25,386 $4.79M 0.01% +2,128 13F-HR Timeline Group Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 24,163 $4.56M 1.15% +8,012 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 21,969 $4.14M 0.37% +169 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 19,094 $3.6M 1.49% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,972 $3.2M <0.01% +6,619 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,956 $3.2M 0.01% +599 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,068 $2.47M 0.03% +484 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 12,319 $2.32M <0.01% +213 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 12,208 $2.3M 0.38% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,944 $1.69M <0.01% -14,276 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,878 $1.49M 0.84% +40 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,528 $1.42M 0.01% -19 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 7,519 $1.42M 0.03% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,484 $1.22M <0.01% +741 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 6,100 $1.15M <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,889 $1.11M 0.01% -902 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,690 $1.07M <0.01% +674 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,650 $1.07M <0.01% -23 13F-HR Timeline Group GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,836 $913K 0.55% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,836 $913K <0.01% +4,433 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,279 $807K <0.01% +999 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,905 $737K <0.01% +1,293 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,696 $697K 0.12% +150 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,166 $597K 0.03% +43 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,948 $556K <0.01% +290 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,942 $556K <0.01% +964 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,863 $540K 0.05% -58 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,809 $530K 0.01% -35 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,775 $524K 0.17% +297 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,766 $522K <0.01% +700 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,473 $467K <0.01% +1,066 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,450 $462K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,447 $462K <0.01% +399 13F-HR/A Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,303 $435K 0.24% -202 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 2,243 $423K <0.01% +400 13F-HR Timeline Group Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 2,121 $400K 0.34% +48 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,915 $361K 0.01% +129 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,665 $314K 0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,658 $313K <0.01% -8 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,569 $296K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,500 $283K <0.01% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,498 $283K 0.07% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,456 $275K 0.01% 0 13F-HR Timeline Group J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,443 $272K 0.13% new 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,360 $257K 0.02% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,141 $210K <0.01% new 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,075 $203K 0.08% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 963 $182K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 809 $153K <0.01% +50 13F-HR Timeline Group Regatta Research & Money Management More: the full row for Regatta Research & Money Management 750 $142K 0.13% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 555 $105K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 552 $104K <0.01% 0 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 500 $94.4K 0.02% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 488 $92K <0.01% 0 13F-HR Timeline Group Cohalo Advisory LLC More: the full row for Cohalo Advisory LLC 308 $58.3K 3.53% -3 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 290 $54.7K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 239 $45.1K <0.01% +91 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 200 $37.7K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 102 $19.2K <0.01% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 101 $19K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 98 $18.5K <0.01% -80 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 60 $11.3K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 31 $5.71K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 22 $4.15K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15 $2.83K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12 $2.26K <0.01% 0 13F-HR Timeline