Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 723,720 $85.3M 0.02% 0 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/ 147,636 $17.4M <0.01% +16,856 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 134,848 $15.9M <0.01% -2,450 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 100,359 $11.8M <0.01% -2,856 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 59,205 $6.98M 0.04% -13,534 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 45,438 $5.36M 0.22% +1,265 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 45,383 $5.35M <0.01% -1,058 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 32,267 $3.8M 0.5% +1,680 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,407 $2.76M <0.01% +14,924 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 18,519 $2.18M 0.25% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,957 $1.76M <0.01% -7,086 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,176 $1.67M 0.01% -2,348 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 12,208 $1.44M 0.32% -297 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,962 $1.41M <0.01% +9,785 13F-HR/A Timeline Group Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 10,439 $1.23M 0.46% +1,165 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,506 $885K <0.01% +4,814 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,211 $850K 0.64% -38 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,919 $816K 0.01% +169 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,893 $813K 0.09% +325 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,301 $743K 0.93% new 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,512 $650K <0.01% -6,890 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,965 $585K 0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,800 $566K <0.01% +64 13F-HR/A Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,581 $540K 0.06% -274 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,359 $514K 0.02% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,955 $466K 0.01% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,886 $458K 0.04% -53,420 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,819 $450K 0.11% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,535 $417K 0.01% +138 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,137 $370K <0.01% -11 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,926 $345K <0.01% +977 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,849 $336K 0.03% -167 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,240 $264K <0.01% -302 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,049 $242K <0.01% -270 13F-HR/A Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 1,816 $214K <0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,748 $206K 0.01% +18 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,500 $177K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 555 $65.4K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 552 $65K <0.01% 0 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 $62.7K <0.01% 0 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 500 $58.9K 0.02% 0 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 403 $47.5K <0.01% new 13F-HR Timeline Cohalo Advisory LLC More: the full row for Cohalo Advisory LLC 333 $39.4K 2.9% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 290 $34.2K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 191 $22.5K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 116 $13.7K <0.01% -370 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 100 $11.8K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 75 $8.84K <0.01% -75 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 60 $7K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12 $1.42K <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 $83 <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.