MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,853,365 $90M <0.01% +420,462 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,422,984 $69.1M 6.88% -36,516 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,402,479 $68.1M 3.2% +65,779 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 913,237 $44.1M 0.07% +171,004 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 735,889 $35.7M 1.88% +87 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 701,148 $34M 0.01% +139,534 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 665,927 $32.3M 0.04% +130,959 13F-HR Timeline Group Spider Management Company, LLC More: the full row for Spider Management Company, LLC 648,545 $31.5M 7.91% new 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 611,336 $29.7M 2.04% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 548,463 $26.6M 0.05% +9,463 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 372,259 $18.1M 2.6% -906 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 207,758 $10.1M 0.03% +59,439 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 199,405 $9.68M <0.01% +124,524 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 198,958 $9.66M 0.18% +90,554 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 146,016 $7.09M 0.04% +120,498 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 104,111 $5.05M 0.49% +4,291 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 101,445 $4.93M 0.34% +6,583 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 92,900 $4.51M <0.01% new 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 77,991 $3.79M 0.11% -1,335 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 74,858 $3.63M 0.04% -4,676 13F-HR Timeline Group Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 74,127 $3.6M 0.59% +11,070 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 63,232 $3.07M <0.01% +9,457 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 56,569 $2.75M 0.99% +2,594 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 54,896 $2.67M <0.01% -67,442 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 54,706 $2.66M 0.01% +34,285 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 54,243 $2.63M 0.01% +30,036 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 52,450 $2.55M 0.12% +3,500 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 51,250 $2.49M <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 50,802 $2.47M <0.01% new 13F-HR Timeline Group Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 42,727 $2.07M 1.14% +23,822 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 39,118 $1.9M 0.28% +5,681 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 36,890 $1.79M 0.9% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 33,196 $1.61M 0.05% +7,843 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 32,633 $1.58M 0.02% +16,962 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/ 29,680 $1.44M <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,328 $1.33M <0.01% -27 13F-HR/A Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 27,000 $1.31M 0.13% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 24,569 $1.19M 0.01% -540 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,352 $1.04M 0.01% +4,227 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 21,160 $1.03M 0.02% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,447 $896K <0.01% new 13F-HR Timeline Group Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 15,922 $773K 0.13% +5,074 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 13,422 $652K 0.12% +2,433 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,900 $617K 0.04% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 11,819 $574K 0.26% -14,995 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 9,679 $470K 0.05% +114 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9,570 $465K 0.02% +4,016 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,018 $438K <0.01% -1,674 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 8,262 $401K 0.27% -7,868 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 8,034 $390K 0.04% +3,692 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,829 $380K <0.01% -297 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 7,556 $367K <0.01% +22 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,063 $343K 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,845 $332K <0.01% +1,256 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,676 $324K <0.01% +230 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 6,674 $324K <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 6,280 $305K <0.01% +2,090 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,175 $300K 0.07% -2,384 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,007 $292K 0.09% -197 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5,925 $288K 0.14% +1,490 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,596 $272K 0.02% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,659 $226K 0.02% +291 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,650 $226K 0.05% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,500 $218K <0.01% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 4,443 $216K 0.06% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,398 $214K 0.04% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,180 $203K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,000 $97.1K <0.01% +1,000 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,000 $48.5K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 689 $33.5K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 310 $15.1K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 264 $12.8K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 240 $11.7K <0.01% -400 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 200 $9.71K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 117 $5.65K <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 102 $5K <0.01% new 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 100 $4.87K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 98 $4.76K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 85 $4.13K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 82 $3.98K <0.01% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 493 $24 +19 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.