MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,761,573 $291M 0.02% +261,915 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,023,739 $254M 0.1% +124,420 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,447,250 $225M 0.05% -295,557 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,579,736 $130M 0.05% -352,682 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,097,981 $106M 0.02% +176,147 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,986,561 $100M +63,258 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,742,084 $88M 0.02% +92,969 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,301,502 $65.8M 0.11% +108,611 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,034,132 $52.2M 0.07% +108,912 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 905,543 $45.7M 0.09% -10,905 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 878,636 $44.4M -226,292 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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DAVIDSON & CO. 95,217 $4.81M 0.04% -24,955 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 90,068 $4.55M 0.44% +37,766 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 88,842 $4.49M 0.15% +10,120 13F-HR Timeline Foguth Wealth Management, LLC. 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Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 52,705 $2.66M 0.08% -8,678 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 52,601 $2.65M 0.07% +29,965 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 52,411 $2.65M 0.17% -28,052 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 51,420 $2.6M 1.28% +6,224 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 50,599 $2.56M 0.84% +3,590 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 50,045 $2.53M 2.53% -2,739 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 49,847 $2.52M 0.71% -4,346 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 49,783 $2.52M 1.25% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 49,234 $2.49M 0.05% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 45,276 $2.29M 0.07% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 44,545 $2.25M 0.04% -16,730 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 43,246 $2.18M 1% +872 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 43,220 $2.18M 1.16% +341 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 41,407 $2.09M 0.13% -166,175 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 41,276 $2.09M 0.16% -67,690 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 41,249 $2.08M 0.67% +944 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 41,166 $2.08M 0.14% +970 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 41,094 $2.08M 0.01% +2,722 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 39,645 $2M 0.01% +2,009 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 35,313 $1.78M 0.15% +35,280 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 35,251 $1.78M 0.16% +3,612 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 34,630 $1.75M 0.14% +20,570 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 33,862 $1.71M 0.91% -2,745 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 33,554 $1.7M 0.45% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 33,323 $1.68M 0.02% +3,196 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 33,240 $1.68M 0.01% +22,824 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 33,230 $1.68M 0.05% -29,937 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 33,019 $1.67M 0.17% +1,600 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 32,839 $1.66M 0.3% -7,654 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 32,615 $1.65M 0.77% +1,800 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 32,268 $1.63M 0.05% +6,264 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 32,234 $1.63M 1.84% +3,705 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 31,801 $1.61M 0.4% +2,189 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 31,787 $1.61M 0.08% +471 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 31,467 $1.59M <0.01% +1,569 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 31,217 $1.58M 0.05% -1,335 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 31,155 $1.57M 0.52% +7,187 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 31,142 $1.57M 0.02% -556 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 30,997 $1.57M 0.16% -4,137 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 30,356 $1.53M 0.02% +1,822 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 30,168 $1.52M 0.79% -15,670 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 30,072 $1.52M 0.01% -1,234 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 29,550 $1.49M 1.02% -196 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,916 $1.46M <0.01% +3,053 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 28,511 $1.44M 0.19% -22,886 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 28,450 $1.44M 0.2% +15,152 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 27,647 $1.4M 0.02% +19,993 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 27,210 $1.37M 1.45% +5,944 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 26,963 $1.36M 0.01% -960 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 26,596 $1.34M 0.45% +1,181 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 26,451 $1.34M 0.48% +76 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 27,551 $1.34M 0.3% +502 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 26,401 $1.33M <0.01% +4,356 13F-HR/A Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 26,122 $1.32M 0.57% +800 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 25,255 $1.28M 0.15% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25,000 $1.26M 0.12% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 24,775 $1.25M 0.02% -19,543 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 24,225 $1.22M 0.93% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 23,839 $1.2M 0.14% +17 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 22,861 $1.15M 0.32% +5,054 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 22,584 $1.14M 0.22% -11,860 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 21,801 $1.1M 0.72% +993 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 22,606 $1.08M 0.2% +15,073 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 20,905 $1.06M 0.53% +447 13F-HR Timeline Group Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 20,767 $1.05M 0.84% -996 13F-HR/A Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 20,656 $1.04M 0.04% +4,192 13F-HR/A Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 20,630 $1.04M 0.69% +2,200 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 20,430 $1.03M 0.29% -15,688 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 19,142 $967K 0.05% -221 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 19,000 $960K <0.01% new 13F-HR/A Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 18,716 $946K 0.09% -252 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 18,276 $923K 0.02% -117 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,933 $906K 0.01% -1,393 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 17,411 $880K 0.18% -5,138 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,237 $871K 0.02% +820 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 16,966 $857K 0.05% +2,822 13F-HR Timeline Koshinski Asset Management, Inc. 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COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,808 $748K 0.02% +2,290 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 14,400 $727K -13,766 Timeline Herold Advisors, Inc. 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More: the full row for Sunbelt Securities, Inc. 12,102 $611K 0.05% +1,379 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,950 $604K 0.01% +367 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 11,950 $604K 0.01% +367 13F-HR/A Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 11,924 $602K 0.33% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 11,307 $571K 0.2% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,205 $566K 0.01% -2,533 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 11,140 $562K 0.22% +150 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 11,066 $559K 0.1% +885 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,056 $559K 0.04% +138 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 11,036 $558K 0.02% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 10,870 $549K 0.32% +4,615 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,861 $549K 0.03% -1,111 13F-HR Timeline