MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,524,413 $219M 0.01% +166,705 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,906,299 $92.3M 0.07% -17,888 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/ 1,187,268 $57.5M <0.01% +42,273 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,095,758 $53.1M 0.01% -28,303 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,045,617 $50.6M 0.01% +112,290 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,011,022 $49M 0.01% -106,606 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 721,021 $34.9M 0.01% -18,848 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 486,475 $23.6M 0.56% +5,487 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 447,269 $21.7M 0.36% +12,166 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 418,028 $20.2M 0.01% -76,965 13F-HR Timeline Group Madrid Financial Services More: the full row for Madrid Financial Services 415,974 $20.1M 12.6% +73,015 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 311,932 $15.1M 0.02% -77,490 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 308,074 $14.9M <0.01% +39,889 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 304,600 $14.7M 0.03% -904 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 286,664 $13.9M 0.76% +14,300 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 253,032 $12.3M 2.15% +2,191 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 235,254 $11.4M 0.68% +13,077 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 227,080 $10.9M 0.02% +17,228 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 214,685 $10.4M 2.53% +21,020 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 205,082 $9.93M 2.28% +10,401 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 202,210 $9.79M 0.11% -15,500 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 178,808 $8.66M 0.99% -93,056 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 176,132 $8.53M 0.08% +42,985 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 139,646 $6.76M 0.01% +27,170 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 132,014 $6.39M 0.56% +9,021 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 129,461 $6.27M 0.97% +3,009 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 124,371 $6.02M 0.1% +33,584 13F-HR/A Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 118,961 $5.76M 0.07% +8,075 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 117,624 $5.7M 0.4% +13,171 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 115,023 $5.57M 2.95% +18,963 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 110,506 $5.35M 0.02% +6,706 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 104,090 $5.04M 0.11% +3,600 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 101,845 $4.93M <0.01% +41,503 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 100,472 $4.86M 0.02% +11,242 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 99,737 $4.83M 0.55% -3,899 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 97,303 $4.71M <0.01% +3,614 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 77,957 $3.77M 0.05% -1,043 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 76,384 $3.7M 0.1% -1,142 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 73,911 $3.58M 0.28% +1,536 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 72,894 $3.53M 0.05% +1,524 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 68,124 $3.3M 0.34% +2,538 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 67,212 $3.25M 0.28% +36,147 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 65,011 $3.15M 0.32% +157 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 64,612 $3.13M 0.02% +2,365 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 58,356 $2.88M <0.01% +15,871 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 55,150 $2.67M <0.01% -1,957 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 52,432 $2.54M 0.01% +2,698 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 51,660 $2.5M 1.99% +1,250 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 50,476 $2.44M 0.02% -8,791 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 49,893 $2.42M 0.46% +3,582 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 49,696 $2.41M 0.34% -67,839 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 49,098 $2.38M 0.04% +500 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 47,740 $2.31M 0.08% -1,700 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 46,266 $2.24M 0.03% +4,972 13F-HR Timeline Group Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 44,143 $2.14M 0.36% +3,407 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 42,754 $2.07M 0.04% -3,402 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 39,265 $1.9M <0.01% -2,100 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 38,310 $1.85M 0.33% -5,240 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 37,937 $1.84M 0.01% -4,750 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 37,569 $1.82M 1.1% +199 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 37,170 $1.8M 0.07% +24,295 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 36,487 $1.77M 0.23% +10,512 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 31,885 $1.54M 0.06% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 31,845 $1.54M <0.01% +1,514 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 31,691 $1.53M 0.82% +6,236 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 29,621 $1.43M 0.1% -3,000 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 29,759 $1.42M 0.37% +5,487 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 29,008 $1.4M 0.01% +432 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 28,489 $1.38M 0.12% -232 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 28,123 $1.36M <0.01% -87 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 27,469 $1.33M <0.01% +21,920 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 27,458 $1.33M 0.15% +4,909 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 26,608 $1.29M 0.01% -5,388 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 26,520 $1.28M 1.6% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 24,222 $1.17M 0.04% +1,905 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 24,097 $1.17M <0.01% +2,692 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 24,043 $1.16M 0.27% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 23,794 $1.15M 0.18% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 23,335 $1.13M <0.01% -702 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,237 $1.13M 0.02% +1,252 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 23,000 $1.11M 0.14% +1,063 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 22,829 $1.11M 0.01% -25 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 22,815 $1.1M 0.03% -300 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 22,753 $1.1M 0.03% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 22,468 $1.09M <0.01% -849 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,624 $1.07M <0.01% +938 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 21,424 $1.04M 0.42% +40 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,703 $1M 0.02% +1,094 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 19,787 $958K 0.19% +9,819 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 19,174 $928K 0.07% -828 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 18,223 $882K 0.41% -105 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 18,200 $881K <0.01% -4,400 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 17,981 $871K 0.02% +1,409 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 17,771 $860K 0.76% 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 17,194 $833K 0.35% +318 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16,505 $799K 0.57% -13,035 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,427 $795K 0.01% +2,260 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 15,907 $770K 0.03% -81 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,651 $758K <0.01% -794 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 15,053 $729K 0.18% -4,095 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 14,877 $720K 0.33% +2,966 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 14,434 $699K 0.22% -2,129 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 14,013 $679K 0.24% +1,287 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 13,800 $668K 0.09% +11,985 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 13,513 $654K 0.11% -966 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,455 $651K <0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,409 $649K <0.01% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 13,384 $648K 0.08% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 12,626 $611K 0.1% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,535 $607K 0.01% -879 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 12,520 $606K 0.38% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SFI Advisors, LLC More: the full row for SFI Advisors, LLC 12,061 $584K 0.37% -518 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 11,600 $562K 0.29% +262 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,597 $562K <0.01% -1,430 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,498 $557K <0.01% new 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 11,272 $546K <0.01% -2,623 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,232 $544K 0.03% +212 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,777 $522K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,300 $499K 0.02% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 10,155 $492K 0.02% -1,050 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,935 $481K 0.02% +4 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,659 $468K 0.04% -75 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,508 $460K 0.05% -350 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 9,443 $457K 0.29% +863 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,299 $450K 0.01% -5,507 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,976 $435K 0.02% +132 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 8,903 $431K 0.2% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,231 $399K 0.03% -9,815 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 8,080 $391K 0.13% -34,422 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,951 $385K 0.01% +1,453 13F-HR/A Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 7,832 $379K 0.13% +145 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 7,437 $360K 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,418 $359K <0.01% +608 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,270 $352K <0.01% -106 13F-HR/A Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 7,200 $349K 0.05% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,156 $347K 0.01% +133 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,104 $344K 0.12% +2,500 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,840 $331K <0.01% +500 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,793 $329K 0.15% +1,076 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 6,791 $329K 0.02% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,786 $329K 0.03% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,745 $327K <0.01% -3,516 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,606 $320K 0.02% -14,613 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,497 $315K 0.04% +123 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,267 $303K 0.02% -1,966 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,034 $292K <0.01% -1,330 13F-HR/A Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 5,883 $285K 0.17% -5,655 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,840 $283K 0.08% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,668 $271K 0.07% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,573 $270K 0.01% -157 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,530 $268K <0.01% -5 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 5,498 $266K -12,165 Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 5,476 $266K <0.01% new 13F-HR Timeline Group L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,445 $264K 0.32% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,319 $258K 0.02% +615 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,296 $256K <0.01% -223 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,237 $254K 0.02% +300 13F-HR/A Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,167 $250K 0.02% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 4,996 $242K 0.03% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 4,895 $236K 0.04% -313 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,843 $235K 0.06% -859 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,719 $228K 0.01% 0 13F-HR/A Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,706 $228K 0.07% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,615 $223K <0.01% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 4,555 $221K 0.13% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,502 $218K <0.01% 0 13F-HR Timeline SWS Partners More: the full row for SWS Partners 4,431 $215K 0.05% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,228 $205K 0.04% 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 4,188 $203K 0.1% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,150 $201K 0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,097 $198K 0.14% -7,473 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,519 $170K <0.01% +112 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. 3,250 $157K <0.01% -80 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,445 $118K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,250 $109K 0.05% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,232 $108K 0.01% +41 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,224 $108K <0.01% +41 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,683 $81.5K <0.01% -83 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,666 $81K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,666 $80.7K <0.01% 0 13F-HR/A Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,630 $78.9K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,628 $78.8K <0.01% -314 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,385 $67.1K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,238 $59.9K <0.01% -1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,236 $59.8K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,066 $51.6K <0.01% +300 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,039 $50.3K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 941 $45.6K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 821 $39.8K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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