MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 345,945 $19.9M <0.01% +256,147 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 306,663 $17.7M <0.01% +24,202 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 227,790 $13.1M 4.12% +4,942 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/ 76,832 $4.43M <0.01% +44,063 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 75,888 $4.38M 0.98% -26,528 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 74,018 $4.27M 0.22% +8,625 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 70,411 $4.06M 1.29% +748 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 52,086 $3M 0.02% -13,144 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 47,403 $2.73M <0.01% +16,066 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 41,861 $2.41M 0.01% +1,766 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 40,898 $2.36M 0.11% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 37,302 $2.15M <0.01% +2,859 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 37,195 $2.14M <0.01% +26,951 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 37,166 $2.14M 0.07% +1,007 13F-HR Timeline Security National Bank More: the full row for Security National Bank 36,762 $2.12M 0.25% +21,268 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 33,550 $1.93M 0.01% +116 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 32,745 $1.89M 0.75% +35 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 31,489 $1.82M 0.02% -38,888 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 31,057 $1.79M <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 27,999 $1.61M 0.01% +21,850 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 26,261 $1.51M 0.2% +1,100 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 25,490 $1.47M <0.01% -157 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 25,467 $1.47M <0.01% -64 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 24,686 $1.42M 0.15% +2,390 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 23,693 $1.37M 0.27% -84 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 23,293 $1.34M <0.01% +22,513 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,865 $1.32M 0.25% +2,872 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 19,824 $1.14M 0.02% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 19,018 $1.1M 0.14% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,768 $1.02M <0.01% -51,384 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,931 $803K <0.01% +13,627 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,476 $777K 0.02% +6,281 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 12,984 $749K 0.12% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,525 $607K <0.01% -2,269 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,267 $592K <0.01% +5,150 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 8,981 $518K 0.13% -385 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,769 $506K <0.01% -666 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7,641 $441K 0.2% +9 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 7,406 $427K 0.15% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,840 $337K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,300 $306K 0.01% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 5,273 $304K 0.06% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,630 $267K 0.01% -64 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,398 $254K 0.01% -632 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,299 $248K 0.01% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,236 $244K 0.06% -100 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,400 $239K <0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,000 $231K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,933 $227K <0.01% +25 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,705 $214K 0.01% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 3,535 $204K <0.01% new 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,493 $201K 0.06% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,875 $166K <0.01% -515 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,452 $141K <0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,791 $103K <0.01% +1,398 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,786 $103K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,631 $94.1K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,179 $68K <0.01% +1,064 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 753 $43.4K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 616 $35.5K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 532 $30.7K 0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 444 $25.6K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 422 $24.3K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 346 $20K <0.01% -190 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 284 $16.3K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 260 $15K <0.01% -32 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 244 $14.1K <0.01% -676 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 200 $11.5K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 161 $9.28K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 151 $9K <0.01% +1 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 150 $8.65K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 133 $7.69K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 126 $7.25K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 105 $6K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 54 $3.1K <0.01% new 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 18 $1.04K <0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10 $577 <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $59 <0.01% 0 13F-HR Timeline Group