Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 723,720 $89.8M 0.02% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 137,298 $17M <0.01% -1,883 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 130,780 $16.2M <0.01% +510 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 103,215 $12.8M 0.01% -3,931 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 72,739 $9.02M 0.05% -19,366 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 57,306 $7.11M 0.65% +1,296 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 46,441 $5.76M <0.01% -6,058 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 44,173 $5.48M 0.22% -130 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 30,587 $3.79M 0.49% +975 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 22,043 $2.73M 0.01% +9,918 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,524 $2.05M 0.01% -164 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,149 $2M 0.03% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 12,505 $1.55M 0.33% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,402 $1.54M <0.01% -185 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,945 $1.23M <0.01% -2,011 13F-HR Timeline Group Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 9,274 $1.15M 0.43% -2,500 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,483 $1.05M <0.01% -1,401 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,249 $899K 0.63% -27 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,750 $882K 0.01% -323 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,568 $815K 0.09% -25 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,855 $602K 0.07% -2,823 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,736 $588K <0.01% 0 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,955 $491K 0.01% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,819 $474K 0.11% -9 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,397 $421K 0.01% -125 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,148 $391K <0.01% 13F-HR/A Timeline Group NWAM LLC More: the full row for NWAM LLC 3,016 $374K 0.02% -28 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,692 $334K <0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,542 $315K <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,319 $288K <0.01% +1,770 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,177 $270K <0.01% -14,319 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,949 $242K <0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,730 $215K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,729 $215K 0.01% -117 13F-HR/A Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,500 $186K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 555 $68.9K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 552 $68.4K <0.01% +1 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 532 $66K <0.01% 0 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 500 $62K 0.04% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 486 $60.3K <0.01% new 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 319 $39.6K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 290 $36K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 150 $18.6K <0.01% new 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 100 $12.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 38 $4.71K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12 $1.49K <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 1 $82 <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% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.