MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 194,910 $12.8M <0.01% +9,446 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 100,640 $6.6M <0.01% +7,843 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 93,411 $6.12M 0.38% +3,297 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 81,267 $5.4M 0.31% +6,600 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 78,458 $5.14M <0.01% +1,779 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 76,968 $5.02M 0.39% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for OSAIC HOLDINGS, INC. 28,868 $1.89M <0.01% -2,468 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 19,436 $1.27M <0.01% new 13F-HR Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 15,008 $984K 0.37% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,880 $910K 0.01% +10,780 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,163 $797K <0.01% new 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 12,061 $791K 0.01% -7 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,012 $787K 0.01% new 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/ 10,862 $712K <0.01% -1,517 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,860 $712K 0.02% +744 13F-HR Timeline Group COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 10,166 $666K 0.6% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,961 $653K 0.02% +1,294 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,407 $617K 0.21% +1,146 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 8,538 $560K 0.23% +779 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,476 $556K <0.01% +1,225 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,742 $442K 0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,558 $430K <0.01% -8,229 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,372 $418K 0.01% +537 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,444 $357K <0.01% +30 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 5,103 $334K <0.01% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,055 $331K <0.01% -427 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,892 $321K <0.01% +260 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 4,773 $313K 0.1% -372 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,464 $293K <0.01% -73 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,738 $244K 0.13% new 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,400 $223K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,377 $220K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. 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Riley Wealth Advisors, Inc. 3,333 $218K 0.01% -679 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,237 $147K 0.01% +991 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,646 $108K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 540 $35.4K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 380 $24.9K <0.01% -150 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 250 $16.4K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 233 $15.3K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 224 $14.7K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 221 $14.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 106 $6.95K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 45 $2.96K <0.01% 0 13F-HR Timeline