MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,466,114 $98.2M 0.01% -60,425 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,229,661 $27M 0.01% +35,036 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,194,853 $26.3M 0.2% +45,585 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 665,476 $14.6M 0.22% +88,237 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 582,882 $12.8M <0.01% +30,488 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 524,781 $11.5M <0.01% +5,114 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 465,769 $10.2M <0.01% -926 13F-HR Timeline Group NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 320,825 $7.05M 0.21% +9,541 13F-HR Timeline Group Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 230,448 $5.07M 1.06% +3,080 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 226,301 $4.97M <0.01% +629 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 214,304 $4.71M 0.01% +9,056 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 164,510 $3.62M 0.01% +12,772 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 154,616 $3.4M 1.09% +28,768 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 133,040 $2.92M <0.01% +4,106 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 131,800 $2.9M 0.01% +3,407 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 131,570 $2.89M <0.01% +1,693 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 121,516 $2.67M <0.01% +8,976 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 116,304 $2.56M 0.03% -324 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 114,792 $2.52M <0.01% +8,857 13F-HR Timeline Group Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 112,724 $2.48M 1.95% -2,537 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 101,994 $2.24M 0.01% +17,646 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 98,507 $2.17M 0.2% -2,262 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 89,573 $1.97M <0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 87,280 $1.92M <0.01% +4,629 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 86,488 $1.9M <0.01% +56,653 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 76,373 $1.68M <0.01% +950 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 73,807 $1.62M 0.63% +11,332 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 61,345 $1.35M 0.01% +5,627 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 60,059 $1.32M <0.01% -22,537 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 57,971 $1.27M <0.01% +1,484 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 56,858 $1.25M 0.01% +12,520 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 53,461 $1.18M 0.07% -3,781 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 51,952 $1.14M 0.07% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 46,190 $1.02M 0.01% +22,566 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 46,103 $1.01M 0.03% +12,325 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 45,512 $1M 0.18% +567 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 42,947 $944K 0.02% +873 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 41,797 $919K <0.01% -5,952 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 40,226 $884K 0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 39,989 $879K <0.01% -32,935 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 38,308 $842K 0.04% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 33,000 $725K 0.13% 0 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 32,293 $710K 0.69% -5,722 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 31,122 $684K 0.03% -1,366 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 30,515 $671K <0.01% +545 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 27,808 $611K <0.01% +720 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 34,259 $609K 0.01% -525 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 23,585 $518K 0.01% +6,297 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 23,286 $512K <0.01% new 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 23,153 $509K 0.25% +293 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 19,727 $434K 0.09% +439 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,757 $427K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 18,633 $410K <0.01% +693 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 18,329 $403K 0.02% +223 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 17,875 $393K <0.01% +1,002 13F-HR Timeline Group Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 17,646 $388K 0.39% 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 17,406 $383K 0.01% -9,084 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,906 $328K <0.01% +239 13F-HR Timeline Group Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 14,600 $321K 0.22% +64 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,268 $314K <0.01% -501 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,139 $311K <0.01% -20,713 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,861 $305K <0.01% new 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13,718 $302K 0.04% -7,195 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 13,154 $289K 0.11% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,713 $279K <0.01% -11,761 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 11,942 $262K 0.04% +350 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 11,924 $262K 0.15% +437 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,773 $256K 0.01% +344 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,489 $253K 0.01% +2,883 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,423 $251K <0.01% +272 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 11,271 $248K 0.21% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,056 $243K <0.01% -2,003 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,587 $233K <0.01% +53 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,386 $228K <0.01% -663 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,201 $224K 0.01% -268 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,049 $221K <0.01% new 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 9,979 $219K 0.02% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 9,664 $212K 0.01% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,536 $210K 0.02% -4,677 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,396 $163K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,939 $153K <0.01% +31 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,800 $149K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,772 $149K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,645 $146K 0.01% +197 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,153 $113K <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 5,000 $110K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,532 $99.6K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,397 $96.6K <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 4,080 $89.7K <0.01% -209 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,445 $75.7K <0.01% +1,188 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,271 $71.9K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,047 $67K <0.01% +1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,674 $58.8K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,650 $58.2K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,336 $51.3K 0.02% +19 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,334 $51.3K <0.01% +1,000 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,024 $44.5K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,004 $44K 0.02% +59 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,506 $33K <0.01% +94 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,487 $32.7K <0.01% -264 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,287 $28.3K 0.02% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,280 $28.1K <0.01% +38 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,000 $22K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 764 $16.8K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 710 $15.6K 0.01% -110 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 540 $11.9K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 535 $11.8K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 419 $9.21K <0.01% +3 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 320 $7.03K <0.01% +9 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 276 $6.07K <0.01% +8 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 245 $5.38K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 222 $4.88K <0.01% +6 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 212 $4.66K <0.01% +6 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 173 $3.8K <0.01% -19 13F-HR Timeline Group Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 101 $2.22K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 95 $2.09K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 72 $1.58K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 54 $1.19K <0.01% +51 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 52 $1.12K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 39 $857 <0.01% -326 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 38 $836 <0.01% -347 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 26 $571 <0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 25 $550 <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 3 $66 <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios.