UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 481,567 $34.3M +4,814 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 312,182 $22.2M <0.01% +10,983 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 286,350 $20.5M 0.05% -183,816 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 207,902 $14.8M 0.02% +1,857 13F-HR Timeline Group Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 172,204 $12.3M 5.51% +3,148 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 162,935 $11.6M 0.02% -119 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/ 146,979 $10.5M <0.01% -63,632 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 137,086 $9.77M <0.01% -8,538 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 123,355 $8.79M 0.01% +57,559 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 122,207 $8.71M 0.01% +534 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 121,851 $8.68M <0.01% -5,162 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 103,429 $7.37M <0.01% -74,706 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 86,612 $6.17M 0.01% -4,832 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 88,979 $6.13M <0.01% -14,582 13F-HR/A Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 60,634 $4.13M 0.73% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 49,829 $3.55M 0.01% +300 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 48,492 $3.45M <0.01% +3,387 13F-HR/A Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 39,390 $2.81M 0.09% -30,635 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 34,145 $2.43M <0.01% +11,842 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 33,130 $2.29M <0.01% +7,067 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 32,008 $2.28M 0.9% -2,481 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 $2.11M <0.01% -21 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 26,456 $1.88M 0.01% +285 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 25,381 $1.81M 0.66% -1,941 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 21,257 $1.51M 0.04% -500 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,867 $1.42M <0.01% -797 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 18,755 $1.34M 0.03% +1,578 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 17,663 $1.33M 0.02% -545 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 18,018 $1.28M 1.1% -383 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 17,806 $1.27M 1.09% -709 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 17,658 $1.26M 0.53% +5,176 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 17,350 $1.24M <0.01% +5,427 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 16,828 $1.2M 0.16% 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 14,514 $1.03M 0.41% -1,699 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 14,056 $1M <0.01% +3,234 13F-HR/A Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 13,857 $987K 0.08% +15 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,740 $979K <0.01% -2,183 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 13,707 $976K -17 Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,698 $976K 0.06% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 13,966 $952K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,020 $928K 0.03% +595 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,570 $896K <0.01% +2,091 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 11,779 $839K 0.25% +12 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,844 $773K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,559 $752K <0.01% -22 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,965 $710K <0.01% +74 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 9,727 $693K <0.01% -533 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,575 $682K 0.01% -687 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 9,390 $669K 0.32% -13 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 9,383 $668K 0.07% -146 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,245 $659K 0.01% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 9,206 $656K 0.01% -540 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,758 $624K 0.01% 0 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,429 $601K <0.01% +11 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,824 $557K 0.02% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7,585 $540K 0.06% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,369 $525K 0.05% -158 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 7,311 $521K 0.22% 0 13F-HR/A Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 7,287 $519K 0.08% -224 13F-HR Timeline Group Schiavi & Co LLC More: the full row for Schiavi & Co LLC 7,076 $504K 0.15% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 7,030 $501K 0.11% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 6,650 $474K 0.23% -1,217 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,945 $424K 0.05% -2,273 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,704 $406K <0.01% -470 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,610 $405K 0.01% +1 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,674 $404K <0.01% +24 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,607 $399K <0.01% new 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,416 $386K 0.01% -840 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,306 $307K <0.01% +108 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 4,198 $299K 0.03% -1,282 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,012 $286K <0.01% -18,718 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,566 $254K <0.01% -270 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,564 $254K <0.01% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,496 $249K 0.01% -959 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,361 $243K <0.01% -230 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,347 $238K <0.01% +3 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,325 $237K 0.05% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,216 $229K 0.04% -25 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,121 $222K <0.01% +250 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 $217K <0.01% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,902 $207K 0.1% +2 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,807 $200K 0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,529 $109K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,457 $104K <0.01% +3 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,341 $95.5K 0.04% +25 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,231 $87.7K <0.01% +29 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 974 $69.4K <0.01% +487 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 900 $64K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 732 $52.1K <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 TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 651 $46.4K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 547 $39.5K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 475 $33.8K <0.01% +245 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 466 $33.2K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 425 $30.3K <0.01% -1 13F-HR/A Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 400 $28.5K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 351 $25K <0.01% -7 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 350 $24.9K <0.01% -15 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 335 $23.9K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 328 $23.4K <0.01% -3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 80 $5.7K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 79 $5.63K <0.01% -4 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 79 $5.63K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 79 $5.63K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 52 $3.7K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 35 $2.49K <0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 27 $1.93K <0.01% 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 27 $1.92K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 27 $1.92K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 13 $911 <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 9 $641 <0.01% 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2 $142 <0.01% -4 13F-HR Timeline Group