MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,471,510 $66.2M <0.01% +92,562 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,685,288 $32.1M 0.01% -286,682 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,223,606 $23.3M 0.01% -588,930 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 1,080,470 $20.6M 8.41% +70,919 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 910,381 $17.4M <0.01% +25,123 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/ 871,313 $16.6M <0.01% +72,162 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 863,918 $16.5M <0.01% +87,428 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 405,505 $7.73M 0.07% +41,916 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 363,582 $6.93M 0.01% +67,401 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 357,062 $6.81M 0.01% +109,949 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 346,127 $6.6M 0.01% -12,144 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 262,597 $5.01M <0.01% -6,661 13F-HR/A Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 262,123 $5M 0.97% -985 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 253,666 $4.84M <0.01% -1,483 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 246,803 $4.71M 0.01% +24,179 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 232,842 $4.44M 0.6% -2,017 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 230,445 $4.39M 0.01% +5,758 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 230,155 $4.39M <0.01% -26,590 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 226,313 $4.32M 0.18% +1,180 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 193,304 $3.69M <0.01% -117,689 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 191,121 $3.64M <0.01% +1,709 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 181,048 $3.45M 0.15% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 148,341 $2.83M 0.02% +5,029 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 147,499 $2.81M 0.01% -92,663 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 142,746 $2.72M 0.03% +6,426 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 126,126 $2.47M 0.3% +41,089 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 124,285 $2.37M <0.01% -304 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 120,669 $2.3M <0.01% -1,463 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 114,830 $2.19M 0.2% -7,390 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 113,522 $2.16M 0.1% 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 107,353 $2.05M <0.01% -5,745 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 104,442 $1.99M 0.02% -25,347 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 101,831 $1.94M <0.01% 0 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 92,686 $1.77M 0.64% +30,264 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 83,378 $1.59M 0.86% -9,909 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 78,398 $1.5M 0.54% +985 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 73,263 $1.39M 0.92% -967 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 69,911 $1.33M 0.13% -5,605 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 67,278 $1.28M 0.01% -5,316 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 64,270 $1.23M 0.1% -1,799 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 62,881 $1.2M 0.15% -4,567 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 61,943 $1.18M 0.05% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 58,474 $1.12M 0.02% +927 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 57,808 $1.1M <0.01% new 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 56,362 $1.07M 0.25% -320 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 55,097 $1.05M 1.12% +165 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 54,765 $1.04M 0.01% -3,166 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 51,484 $982K 0.13% -300 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 51,345 $979K 0.46% -689 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 50,788 $969K 0.17% -2,139 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 48,477 $924K 0.83% +15 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 44,868 $856K <0.01% +107 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 42,712 $814K 0.03% +19,000 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 41,090 $784K 0.1% +1,870 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 40,917 $780K 0.14% -1,656 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 40,524 $773K 0.01% -10,249 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 39,674 $757K <0.01% -10,031 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 38,420 $733K 0.01% -14,737 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 38,262 $730K 0.05% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 37,583 $717K 0.11% -21,519 13F-HR/A Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 37,547 $716K 0.12% -9,165 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 36,683 $700K 0.02% -130,143 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 35,761 $682K 0.03% -3,943 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 34,389 $656K 0.21% -16,226 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 31,796 $606K 0.3% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 31,038 $592K <0.01% +5,003 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 30,883 $589K 0.03% +220 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 28,506 $544K 0.14% -3,592 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 28,208 $538K 0.13% -1,718 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 28,208 $538K 0.01% -1,718 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 27,490 $532K 0.02% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 27,382 $522K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 26,250 $501K 0.07% +56 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 25,245 $481K 0.47% +840 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 24,691 $471K 0.01% -154 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 24,523 $468K 0.06% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 24,500 $467K 0.03% 0 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 21,955 $419K 0.19% +190 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 21,721 $414K 0.19% -1,842 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 20,074 $383K <0.01% -3,280 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 18,201 $347K 0.01% +4,684 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,155 $327K <0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 17,024 $325K 0.02% +14 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 16,706 $319K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,935 $304K <0.01% +1,574 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,567 $297K 0.02% +160 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 15,029 $287K <0.01% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,876 $265K 0.02% -3,301 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,178 $251K <0.01% +67 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 12,965 $247K <0.01% +409 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,812 $244K <0.01% -1,237 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,710 $242K 0.02% -298 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,563 $240K 0.02% -645 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 12,210 $235K 0.08% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,992 $229K <0.01% new 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,629 $222K <0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,609 $221K 0.01% -1,950 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,514 $220K 0.05% +89 13F-HR/A Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 10,710 $204K 0.17% 0 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 10,241 $202K 0.03% -22,491 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 10,423 $199K 0.17% +73 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 10,386 $198K <0.01% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 10,274 $196K 0.02% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,074 $192K 0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,598 $183K 0.04% -663 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,953 $171K <0.01% +499 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 6,450 $123K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,893 $114K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,106 $97.4K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,560 $87K <0.01% -363 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,554 $86.8K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,252 $59.5K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,047 $58.2K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,696 $51.4K <0.01% new 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. 2,479 $47.3K <0.01% +89 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,310 $43.9K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,038 $38.9K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,900 $36.2K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,794 $34.2K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,792 $34.2K <0.01% new 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,688 $32.2K <0.01% +15 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,582 $30.2K <0.01% -50 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,530 $29.2K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,521 $29K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,325 $25.3K <0.01% -81 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,212 $23.1K <0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,207 $23K <0.01% +11 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,097 $20.9K <0.01% +10 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,029 $19.6K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,029 $19.6K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,025 $19.5K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 983 $18.7K <0.01% +8 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 980 $18.7K <0.01% 0 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 928 $17.7K <0.01% +8 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 791 $15.1K 0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 763 $14.6K <0.01% -1,693 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 760 $14.5K <0.01% -60 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 713 $13.6K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 652 $12.4K <0.01% +586 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 380 $7.25K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 354 $6.77K <0.01% +3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 317 $6.05K <0.01% +2 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 265 $5.05K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 191 $3.64K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 190 $3.62K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 85 $2K <0.01% -867 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 82 $1.56K <0.01% +1 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 65 $1.24K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 73 $1K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 44 $839 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 36 $690 <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 21 $400 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.