LPL Financial LLC More: the full row for LPL Financial LLC 292,524 $15.2M 0.01% +1,988 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 233,247 $12.1M 0.28% +101,346 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 209,823 $10.9M <0.01% -29,574 13F-HR/A Timeline Group SAM Advisors, LLC More: the full row for SAM Advisors, LLC 186,947 $9.71M 3.51% +10,923 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/ 182,365 $9.46M <0.01% -232,055 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 182,264 $9.46M 1.84% +8,981 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 179,402 $9.31M 0.06% +26,307 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 161,593 $8.38M 0.12% -6,329 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 163,286 $8.26M 0.01% -6,438 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 145,704 $8.25M 1.02% +5,451 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 157,175 $8.15M 0.02% -6,395 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 156,677 $8.13M 0.12% +785 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 155,028 $8.04M 0.4% +451 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 120,198 $6.24M 0.22% +3,624 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 119,892 $6.22M 0.02% new 13F-HR/A Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 103,650 $5.38M 0.55% +6,682 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 98,494 $5.11M 0.14% -2,663 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 97,760 $5.07M <0.01% +21,244 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 91,206 $4.73M <0.01% 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 86,796 $4.5M <0.01% +1,175 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 84,976 $4.41M 0.01% +5,819 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 82,147 $4.26M 2.21% -10,784 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 73,495 $3.81M <0.01% +7,341 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 70,210 $3.64M 0.33% +25,374 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 62,363 $3.24M 0.04% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 59,852 $3.11M 0.21% -480 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 57,248 $2.97M <0.01% +27,361 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 57,349 $2.93M 0.42% 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 55,848 $2.9M 1.13% +12,188 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 107,837 $2.26M 0.01% +66,158 13F-HR/A Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 43,145 $2.24M 0.12% new 13F-HR Timeline Group Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 42,050 $2.12M 1.03% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 40,357 $2.09M 0.4% +31,320 13F-HR/A Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 34,468 $1.79M 0.79% +130 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 32,473 $1.68M 0.13% +4,250 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 30,799 $1.6M 0.03% +771 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 30,011 $1.55M 0.02% -106 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 28,632 $1.49M <0.01% +2,643 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 27,888 $1.45M 0.02% +1,061 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 27,301 $1.42M 0.06% +1,776 13F-HR Timeline Riggs Capital Management LLC More: the full row for Riggs Capital Management LLC 27,107 $1.41M 1.38% 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 26,954 $1.4M 0.63% 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 26,020 $1.35M 0.21% +2,949 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 25,534 $1.32M 0.9% +811 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 25,253 $1.31M <0.01% +7,482 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 24,116 $1.25M <0.01% +28 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 23,912 $1.24M <0.01% +1,393 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 21,541 $1.12M 1% -596 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 20,762 $1.08M 0.15% -15,997 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 20,415 $1.06M 0.43% +465 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 20,224 $1.05M <0.01% +866 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 19,235 $998K 0.01% -1,817 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 18,209 $945K 0.79% +193 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 17,833 $932K 0.01% -2,834 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 17,525 $909K 0.13% +1,780 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 17,335 $899K 0.04% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 17,119 $888K 0.05% +950 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 16,497 $856K 0.28% -500 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,902 $773K <0.01% +220 13F-HR/A Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 13,264 $751K 0.32% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12,730 $660K 0.01% -4,842 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 12,696 $659K 0.25% +614 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 12,416 $644K 0.09% -1,118 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 12,256 $636K 0.08% +1,079 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 11,969 $621K 0.14% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 11,846 $615K <0.01% -138 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 10,634 $552K 0.3% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,802 $509K 0.02% -396 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,793 $508K 0.02% +2,891 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 7,973 $414K 0.15% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,877 $409K 0.04% new 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,840 $407K <0.01% -396 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 7,791 $404K 0.31% +9 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,782 $404K <0.01% +67 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 7,558 $392K 0.26% -1,360 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,910 $358K 0.01% -3,025 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,714 $348K 0.04% -443 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 6,512 $338K 0.04% +373 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,318 $328K <0.01% -9,211 13F-HR Timeline Group Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 6,267 $325K 0.2% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,979 $310K 0.16% -297 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 5,341 $277K 0.16% -563 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 5,156 $268K 0.12% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,059 $262K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,021 $261K <0.01% -1,611 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,051 $260K 0.01% new 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,763 $247K 0.02% -194 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,657 $242K 0.05% +301 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,251 $221K <0.01% -2,425 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,121 $214K <0.01% -20 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,991 $207K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,345 $122K <0.01% 0 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,344 $122K 0.02% -534 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,901 $98.6K 0.01% +142 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,723 $89.4K 0.02% -7 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,619 $84K 0.01% +28 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,539 $79.8K 0.02% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 1,495 $77K 0.07% -282 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,212 $62.9K <0.01% -1 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,181 $61.3K <0.01% +19 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,031 $53.5K <0.01% -153 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 953 $49.4K <0.01% -246 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 787 $40.8K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 705 $36.6K 0.01% -6 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 700 $36.3K <0.01% 0 13F-HR Timeline Group Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 419 $21.7K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 350 $18.2K <0.01% -771 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 323 $16.7K <0.01% +6 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 300 $15.5K <0.01% 0 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 269 $14K <0.01% -196 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 244 $12.7K <0.01% +148 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 234 $12.1K <0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 117 $6.04K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 104 $5.4K <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 98 $5.07K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 90 $4.67K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 81 $4.18K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 72 $3.74K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 20 $1.06K <0.01% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9 $467 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% -59 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.