MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,918,424 $56.1M <0.01% -526,888 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/ 4,522,267 $36.7M <0.01% +140,418 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,403,045 $35.7M 0.01% -92,485 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,314,973 $35M 0.01% +130,250 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,823,922 $31M 0.01% +344,530 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,151,446 $25.6M <0.01% +130,564 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,252,995 $18.3M <0.01% +17,976 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,896,826 $15.4M 0.11% -8,370 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,235,664 $10M 0.01% -638,253 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,211,339 $9.82M 0.02% +43,990 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,190,306 $9.65M 0.01% -16,867 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,130,474 $9.17M <0.01% +15,095 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,115,920 $9.05M 0.02% +9,282 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,025,620 $8.32M 0.01% +27,078 13F-HR Timeline Group GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,002,592 $8.13M 0.96% -4,313 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 961,953 $7.8M 0.16% -36,746 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 926,024 $7.51M 6.2% -18,110 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 922,135 $7.48M 0.09% +85,390 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 818,097 $6.63M 0.11% -200,409 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 787,910 $6.39M 0.01% -240,219 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 785,251 $6.37M 0.01% 0 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 757,993 $6.15M <0.01% -2,942 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 752,542 $6.1M +277,153 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 733,307 $5.95M 0.01% +112,236 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 536,132 $4.36M 0.11% +3,629 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 536,942 $4.35M 0.19% -1,046 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 515,677 $4.18M 1.18% +42,116 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 502,224 $4.07M 0.05% -7,628 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 480,149 $3.89M <0.01% +12,521 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 454,537 $3.75M 0.01% 0 13F-HR Timeline Group PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 440,000 $3.57M 100% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 437,632 $3.55M <0.01% -139,797 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 423,675 $3.44M 0.01% -32,955 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 373,908 $3.03M 0.1% -137,394 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 353,598 $2.89M <0.01% +47,581 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 348,264 $2.82M 0.96% -4,152 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 346,849 $2.81M 0.01% +70,282 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 340,448 $2.76M 0.01% +10,745 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 336,817 $2.73M 0.01% +23,080 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 326,921 $2.65M 0.01% +68,053 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 318,905 $2.59M <0.01% +203,579 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 314,730 $2.55M 0.04% -21,441 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 300,000 $2.43M 0.18% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 292,799 $2.37M 0.23% -23,288 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 274,024 $2.22M 0.52% -358 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 258,815 $2.1M 0.45% +5,049 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 246,620 $2M 0.01% -3,803 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 237,856 $1.93M <0.01% +952 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 222,344 $1.8M 0.06% -8,668 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 209,431 $1.69M 0.04% +90,513 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 202,186 $1.64M 0.01% -24,300 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 196,865 $1.6M 0.04% +1,509 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 189,627 $1.54M 0.01% +48,473 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 172,985 $1.4M 0.91% 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 161,712 $1.31M <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 158,854 $1.29M 0.02% +86,362 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. E&G Advisors, LLC More: the full row for E&G Advisors, LLC 158,245 $1.28M 0.29% -8,991 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 154,997 $1.26M 0.05% -280 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 154,498 $1.25M 0.72% -279,073 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 150,238 $1.22M 0.01% -5,865 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 146,735 $1.19M <0.01% +16,676 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 130,528 $1.06M 0.03% +3,500 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 123,451 $1M 0.02% +10,730 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 118,931 $965K 0.34% -1,438 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 111,354 $903K 0.03% -7,861 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 109,682 $890K 0.01% +212 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 104,883 $851K 0.08% -27,435 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 101,834 $826K 0.02% -5,032 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 100,564 $816K 0.35% +247 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 100,323 $814K 0.01% +81,997 13F-HR/A Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 98,358 $804K 0.04% -8,523 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 97,432 $790K 0.01% +54,325 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 97,108 $788K 0.45% -122 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 96,870 $786K 0.02% +16,004 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 93,673 $760K 0.02% +6,992 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 90,506 $734K 0.16% +3,473 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 88,269 $716K 0.02% -1,494 13F-HR Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 86,884 $705K 0.37% +13,579 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 86,571 $702K 0.13% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 85,794 $696K <0.01% +3,283 13F-HR Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 85,354 $692K 0.16% -3,700 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 83,682 $679K 0.02% +9,692 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 77,525 $629K 0.03% -5,305 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 75,805 $615K 0.03% +519 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 75,613 $613K 0.01% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 70,922 $575K 0.04% 0 13F-HR Timeline Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 70,000 $574K 0.29% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 70,000 $568K 0.13% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 68,329 $554K 0.15% -2,336 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 67,748 $549K 0.12% -302 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 67,631 $548K 0.01% +8,917 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 67,421 $547K 0.01% -1,648 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 66,236 $537K 0.03% -2,274 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 65,572 $532K 0.07% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 63,701 $517K <0.01% -948 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 63,250 $513K 0.21% +2,000 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 58,444 $474K 0.05% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 56,922 $462K 0.03% -4,997 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 55,837 $453K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 55,831 $453K <0.01% -1,162 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 55,269 $448K 0.14% 0 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 52,969 $430K 0.24% -1,608,135 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 52,930 $429K 0.02% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 52,811 $428K <0.01% -58,851 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 52,594 $427K 0.01% +51,566 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 52,209 $423K <0.01% -10,230 13F-HR/A Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 51,643 $419K 0.02% new 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 50,149 $407K 0.17% +12,301 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 50,000 $406K 0.02% 0 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 49,782 $404K 0.17% -22,108 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 49,695 $403K <0.01% +479 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 49,570 $402K <0.01% +24,570 13F-HR Timeline Group ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 49,025 $398K 0.17% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 46,974 $381K 0.04% +356 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 45,486 $369K 0.16% +233 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 45,061 $365K 0.19% -800 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 44,465 $361K 0.08% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 43,265 $351K 0.01% new 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 42,500 $345K 0.02% 0 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 42,211 $342K 0.01% -15,589 13F-HR Timeline Group Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 42,193 $342K 0.08% +1,014 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 40,888 $332K <0.01% -771 13F-HR/A Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 39,363 $320K 0.02% +8,370 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 38,295 $311K 0.04% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 36,794 $298K <0.01% -9,963 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 35,311 $286K 0.19% +729 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 35,016 $284K <0.01% +3,494 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 34,485 $280K 0.03% -123 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 34,405 $279K 0.01% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 34,117 $277K 0.01% +22,274 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,850 $275K <0.01% +13,924 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 33,396 $271K <0.01% -200 13F-HR Timeline Group Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 32,854 $266K 0.24% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 32,255 $262K 0.01% +2,618 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 32,146 $261K 0.01% -1,407 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $259K 0.11% -30,171 13F-HR Timeline Amount filed as zero, left out of ratios. Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 31,755 $258K <0.01% new 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 31,600 $256K 0.22% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 31,392 $255K 0.01% -5,008 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,178 $253K <0.01% +9,180 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 31,148 $253K 0.02% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 30,719 $249K 0.11% +5,158 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 29,850 $244K 0.03% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 29,895 $242K <0.01% -3,336 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 29,564 $240K <0.01% +3,279 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 29,490 $239K 0.02% -133 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 29,367 $238K 0.03% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 29,059 $236K <0.01% +3,313 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 28,107 $228K 0.02% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 27,725 $225K 0.03% +164 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 27,624 $224K 0.01% +11,139 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 27,144 $220K 0.09% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 26,722 $217K 0.03% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 26,466 $215K <0.01% -97 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 25,997 $211K 0.12% +5,585 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 25,835 $211K <0.01% -1,208 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 25,661 $208K 0.01% -10,024 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 25,398 $206K 0.01% -15 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 24,921 $202K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 24,871 $202K <0.01% +3,307 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 24,785 $201K 0.12% 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 24,565 $199K 0.12% +128 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 24,474 $198K 0.04% -1,977 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 24,462 $198K 0.01% +4,144 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 24,389 $198K 0.12% +719 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 24,179 $196K 0.01% +544 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 23,723 $194K <0.01% -8,252 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 23,465 $190K 0.04% -1,103 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 23,108 $187K 0.04% +2,392 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 22,996 $186K 0.12% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 22,968 $186K 0.01% +775 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 22,893 $186K <0.01% +389 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 22,748 $184K 0.06% -2,874 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 22,502 $182K 0.07% +40 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 22,500 $182K 0.08% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 22,176 $180K 0.03% +101 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,700 $176K <0.01% -8,671 13F-HR Timeline Waterfront Wealth Inc. 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