MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,477,258 $184M 0.01% +1,050,662 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,698,023 $158M 0.04% +900,963 13F-HR/A Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 3,116,330 $105M 0.89% -116,812 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/ 2,470,231 $83M 0.01% -781,014 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,323,365 $78M 0.02% +72,906 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,818,249 $61.1M 0.02% +337,791 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,613,590 $54.2M +115,096 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,599,300 $53.7M 0.06% -119,713 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 1,086,956 $36.5M 10.46% +983,867 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 826,923 $27.8M 0.04% +641,955 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 719,888 $24.2M <0.01% +526,266 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 656,839 $21.4M 4.15% +25,567 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 584,985 $19.6M 6.28% -50,129 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 489,573 $16.4M 4.4% +111,438 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 372,465 $12.5M new Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 334,123 $11.2M 0.02% -31,215 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 324,446 $10.9M <0.01% +78,360 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 310,475 $10.4M 0.01% +270,804 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 292,215 $9.81M 0.05% -25,817 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 261,279 $8.77M 0.1% +12,470 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 250,304 $8.41M 1.51% +3,656 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 247,901 $8.32M 0.01% +2,726 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 242,052 $8.13M 0.3% -18,033 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 233,733 $7.85M 0.01% -165,668 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 198,008 $6.73M 0.01% -9,678 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 175,951 $5.91M 2.23% +4,788 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 142,949 $4.8M 0.01% +48,403 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 140,068 $4.7M 1.74% +41,659 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 137,291 $4.61M 0.01% +41,470 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 108,284 $3.64M +8,416 Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 107,993 $3.63M 0.04% +2,929 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 100,351 $3.37M 0.02% +3,075 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 91,193 $2.96M 0.02% -2,122 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 85,561 $2.87M 3.47% +1,218 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 73,980 $2.48M 0.03% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 73,550 $2.47M 0.17% -187 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 69,316 $2.33M 0.46% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 68,582 $2.3M 0.04% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 58,634 $1.97M 0.12% -1,494 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 56,672 $1.9M 0.03% +8,135 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 52,662 $1.8M 0.02% -13,315 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 53,306 $1.79M 1.17% -1,641 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 52,079 $1.75M 1.63% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 44,972 $1.51M 0.01% +1,581 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 37,005 $1.24M 0.19% +24,123 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 36,705 $1.23M 0.13% -2,838 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 29,379 $1.05M 0.17% +55 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 30,305 $1.02M <0.01% +112 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 29,431 $988K 0.27% -920 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 28,854 $969K 0.08% +333 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28,185 $946K <0.01% -440 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 26,202 $880K 0.5% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 24,153 $811K <0.01% -1,624 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 22,230 $746K 0.01% +9,880 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 21,523 $723K 0.06% +2,414 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 21,000 $705K 0.61% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,802 $497K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 14,302 $480K 0.13% +11 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 13,788 $463K 0.02% +2,086 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 12,834 $431K 0.2% -31 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 11,958 $402K 0.08% +2,878 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 10,854 $364K 0.24% +445 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,843 $364K 0.01% -933 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,680 $359K <0.01% -4,248 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,452 $351K <0.01% -606 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 9,205 $309K 0.03% -2,634 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 8,032 $270K 0.23% -24,053 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,789 $267K 0.01% +22 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 7,811 $262K 0.13% +707 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,474 $251K <0.01% +561 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,038 $236K <0.01% new 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,855 $230K 0.03% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,435 $216K 0.11% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,913 $202K 0.01% -25,026 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5,000 $168K 0.09% +3,942 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,284 $144K <0.01% +2,680 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,012 $101K <0.01% new 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,918 $98K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,875 $63K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,850 $62.1K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,696 $57K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,600 $53.7K <0.01% +409 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,446 $48.6K <0.01% -54 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,421 $47.7K <0.01% -2,848 13F-HR/A Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,340 $45K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,003 $33.7K <0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 946 $31.8K 0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 835 $28K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 781 $26.2K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 629 $21.1K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 579 $19.4K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 533 $17.9K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 400 $13.4K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 229 $7.46K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 220 $7.39K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 187 $6.11K <0.01% -10,263 13F-HR/A Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 39 $1.31K <0.01% 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10 $330 <0.01% new 13F-HR Timeline