RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,093,086 $53.8M 0.02% -241,456 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 2,680,046 $46.6M 0.01% -205,585 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/ 2,431,577 $42.3M <0.01% +239,873 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,707,874 $29.7M <0.01% +139,752 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,690,079 $29.4M +1,003,592 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,600,503 $27.8M 0.04% +70,824 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,216,903 $21.2M 0.01% +490,454 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 779,990 $13.6M 3.46% +118,473 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 522,576 $9.09M 0.4% +60,943 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 518,612 $9.02M 0.68% +32,879 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 488,958 $8.5M 0.01% -8,148 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 476,539 $8.29M 0.01% +444,200 13F-HR/A Timeline Group CX Institutional More: the full row for CX Institutional 472,312 $8.21M 0.31% -3,182 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 421,681 $7.33M 0.02% +80,587 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 396,761 $6.9M 1.93% +7,826 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 375,662 $6.53M 0.43% -59,912 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 291,126 $5.06M 0.53% -20,054 13F-HR/A Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 263,058 $4.58M 0.07% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 266,403 $4.55M 0.46% +8,747 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 260,232 $4.53M <0.01% +18,059 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 251,836 $4.38M 0.06% +45,898 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 233,713 $4.06M 0.03% +1,206 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 212,194 $3.69M 0.04% -4,899 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 201,222 $3.5M 0.06% -14,689 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 200,361 $3.48M 1.36% -1,327 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 196,803 $3.42M 0.05% +53,706 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 194,432 $3.38M <0.01% -68,728 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 189,446 $3.29M 1.08% -7,724 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 184,507 $3.21M 0.46% -437 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 183,062 $3.18M 1.8% +15,911 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 175,709 $3.06M 1.25% -7,414 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 173,711 $3.02M <0.01% +40,593 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 167,063 $2.91M <0.01% -82,247 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 165,241 $2.87M <0.01% +11,206 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 140,517 $2.44M 0.02% +3,898 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 137,016 $2.38M <0.01% -12,792 13F-HR/A Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 131,091 $2.28M 0.04% +117,138 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 129,864 $2.26M 1.06% +7,512 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 104,800 $1.82M 0.03% -6,673 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 104,166 $1.81M 0.32% +17,652 13F-HR Timeline White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 95,830 $1.66M 1.43% +2,478 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 93,335 $1.62M 0.35% +19,507 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 84,299 $1.47M 0.39% +2,046 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 69,606 $1.21M <0.01% +15,835 13F-HR/A Timeline Group McAdam, LLC More: the full row for McAdam, LLC 67,841 $1.18M 0.07% -6,477 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 60,995 $1.06M 0.03% +612 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 53,810 $936K <0.01% +7,039 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 53,213 $925K 0.51% +5,441 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 49,174 $855K <0.01% -9,698 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 45,869 $798K 0.02% +180 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 44,776 $779K 0.3% -2,618 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 42,826 $745K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 41,762 $726K 0.05% -4,074 13F-HR/A Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 41,630 $724K 0.12% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 40,396 $702K 0.03% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 37,044 $644K <0.01% +15,423 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 36,741 $639K 0.03% +3,527 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 33,076 $575K <0.01% +190 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 31,591 $549K 0.27% +10,151 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 29,114 $506K 0.02% +1,375 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 28,908 $503K 0.04% +103 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 27,590 $480K 0.02% +39 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 26,229 $456K <0.01% -1,482 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 24,614 $428K 0.14% +2,960 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 24,423 $425K 0.35% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 23,506 $409K 0.3% +752 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 23,500 $409K 0.03% 0 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 22,880 $398K 0.17% -4,032 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 21,515 $373K <0.01% +24 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 21,172 $368K 0.02% -833 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 21,000 $365K <0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 20,888 $363K 0.01% +1,007 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 21,450 $363K <0.01% -14,880 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 19,452 $338K <0.01% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,307 $301K <0.01% +8,996 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 16,477 $287K <0.01% +287 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 15,526 $270K 0.01% -17,631 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 15,241 $265K 0.17% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15,081 $262K <0.01% -19,336 13F-HR Timeline Group Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 15,258 $261K 0.04% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 14,292 $249K 0.02% +168 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,246 $248K <0.01% -5,058 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,900 $242K <0.01% +1,700 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 13,300 $231K 0.06% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,001 $209K 0.01% -1,106 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,785 $188K <0.01% new 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 10,577 $184K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 7,890 $137K 0.01% -19,018 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,696 $116K 0.02% +3,198 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 6,533 $114K 0.02% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,864 $84.2K 0.01% +467 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,000 $69.6K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,763 $48K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,642 $45.9K 0.01% +15 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,034 $35.4K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,595 $27.7K <0.01% -1,131 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,522 $26.5K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,509 $26K <0.01% +9 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,166 $20.3K <0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,170 $20K <0.01% +7 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 973 $16.9K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 857 $14.9K <0.01% -311 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 307 $5.34K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 256 $4.45K 0.01% +140 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 193 $3.36K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 45 $783 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -3,330 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.