UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 457,906 $33.1M -23,661 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 313,726 $22.7M <0.01% +1,544 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 280,697 $20.6M 0.03% -5,653 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 204,172 $14.8M 0.02% -3,730 13F-HR Timeline Group Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 169,134 $12.2M 5.24% -3,070 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 168,438 $12.2M 0.02% +5,503 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 126,310 $9.13M 0.01% +4,103 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 117,809 $8.52M 0.01% -5,546 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 115,977 $8.39M 0.1% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 114,178 $8.26M <0.01% -7,673 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 102,273 $7.4M 0.01% +15,661 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 92,614 $6.7M <0.01% -10,815 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 91,976 $6.65M <0.01% -45,110 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 87,159 $6.3M 0.03% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 82,184 $5.96M <0.01% -6,795 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/ 61,793 $4.47M <0.01% -85,186 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 49,506 $3.58M 0.02% -323 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 48,109 $3.48M <0.01% -383 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 46,495 $3.36M <0.01% +13,365 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 40,655 $2.94M 0.11% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 29,596 $2.14M <0.01% 0 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 27,770 $2.01M 0.75% -4,238 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 25,579 $1.85M 0.01% -877 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 23,956 $1.73M 0.63% +6,298 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 21,505 $1.56M 0.53% -3,876 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 21,257 $1.54M 0.03% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,212 $1.46M <0.01% +345 13F-HR/A Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 19,387 $1.4M 1.06% +1,581 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,803 $1.29M 0.01% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 17,544 $1.28M 0.02% -119 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 16,765 $1.21M 0.49% +7,375 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,447 $1.19M 0.01% +7,202 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 16,203 $1.17M <0.01% -1,147 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 15,651 $1.13M 0.13% -1,177 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,610 $1.13M 0.02% -3,145 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,478 $1.05M <0.01% +3,919 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 13,864 $1M 0.07% +7 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 13,811 $999K <0.01% -245 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 13,807 $998K +100 Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 13,767 $995K 0.34% -747 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,698 $991K 0.05% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,576 $909K <0.01% -1,164 13F-HR/A Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 12,397 $896K 0.23% +618 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,327 $891K <0.01% -243 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,308 $890K <0.01% -21,837 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,149 $878K 0.03% -871 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 11,931 $863K <0.01% +2,204 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,867 $858K 0.01% -2,099 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,664 $771K 0.01% -180 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,071 $728K <0.01% +106 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,556 $691K 0.01% -19 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,306 $673K 0.01% +5,945 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,079 $657K <0.01% +650 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 9,066 $656K <0.01% -140 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,758 $633K 0.01% 0 13F-HR Timeline Group Gimbal Financial More: the full row for Gimbal Financial 7,946 $575K 0.37% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7,585 $548K 0.06% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 7,311 $529K 0.2% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 7,201 $521K 0.07% -86 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 7,099 $513K 0.21% new 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 7,076 $512K 0.14% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,991 $506K 0.04% -378 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 6,755 $488K 0.19% -275 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 6,546 $473K 0.2% -104 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 6,526 $472K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,052 $438K <0.01% +445 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,912 $428K <0.01% +208 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,542 $401K <0.01% -132 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,500 $398K <0.01% -110 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,306 $384K 0.01% -110 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,306 $311K <0.01% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,564 $258K <0.01% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,501 $253K 0.01% +5 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,325 $240K 0.05% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,159 $228K 0.03% -57 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,155 $228K <0.01% +34 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. 3,052 $221K <0.01% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,916 $211K 0.1% +14 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,764 $200K 0.01% -43 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,705 $196K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,660 $192K 0.02% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,476 $107K <0.01% +19 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,448 $105K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,356 $98K 0.03% +15 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,331 $96.2K <0.01% +100 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 732 $52.9K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 681 $49K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 487 $35.2K <0.01% -487 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 466 $33.7K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 455 $32.9K <0.01% +104 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 431 $31.1K <0.01% +6 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 400 $28.9K <0.01% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 350 $25.3K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 335 $24.2K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 319 $23.1K <0.01% -9 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 240 $17.3K <0.01% -307 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 139 $10.1K <0.01% +130 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 120 $8.68K <0.01% -3,446 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 107 $7.74K <0.01% +28 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 80 $5.79K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 79 $5.71K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 52 $3.76K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 35 $2.53K <0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 27 $1.99K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 27 $1.95K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 13 $936 <0.01% 0 13F-HR Timeline