MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,131,687 $64.2M <0.01% -339,823 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,600,290 $32.8M 0.01% -84,998 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,223,329 $25.1M 0.01% -277 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 1,008,078 $20.7M 7.95% -72,392 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,008,078 $20.7M 0.51% new 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 958,671 $19.7M 1.55% 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 912,142 $18.7M <0.01% +1,761 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/ 909,313 $18.6M <0.01% +38,000 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 847,494 $16.9M <0.01% -16,424 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 551,873 $11.2M 0.01% +194,811 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 452,396 $9.27M 0.08% +46,891 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 343,747 $7.17M 0.01% -19,835 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 322,602 $6.61M 0.01% -23,525 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 259,480 $5.32M <0.01% -3,117 13F-HR/A Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 256,253 $5.25M 0.93% -5,870 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 254,266 $5.21M <0.01% +600 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 239,626 $4.91M 0.01% +9,181 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 231,826 $4.75M 0.01% -14,977 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 227,498 $4.66M 0.18% +1,185 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 227,036 $4.65M 0.58% -5,806 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 219,472 $4.5M <0.01% -10,683 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 205,621 $4.22M <0.01% +12,317 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 193,351 $3.96M <0.01% +2,230 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 144,948 $2.97M 0.02% -3,393 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 131,064 $2.73M 0.31% +4,938 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 123,877 $2.54M <0.01% -408 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 119,140 $2.44M <0.01% -1,529 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 117,955 $2.42M 0.19% +3,125 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 112,166 $2.3M 0.09% -1,356 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 112,265 $2.3M <0.01% +4,912 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 101,861 $2.09M <0.01% +30 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 96,869 $1.99M 0.07% -84,179 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 95,371 $1.96M 1.83% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 88,783 $1.82M <0.01% +57,745 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 81,924 $1.67M 0.01% -22,518 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 79,778 $1.65M 0.91% +6,515 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 79,195 $1.62M 0.74% -4,183 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 78,852 $1.62M 0.55% +454 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 76,691 $1.57M 0.19% +13,810 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 73,810 $1.51M 0.51% -18,876 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 69,911 $1.43M 0.13% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 67,613 $1.39M 0.01% +335 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 63,232 $1.3M 0.09% -1,038 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 61,943 $1.27M 0.05% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 58,509 $1.2M 0.02% +35 13F-HR/A Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 55,957 $1.15M 1.1% +860 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 55,478 $1.14M 0.25% -884 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 51,884 $1.06M 0.45% +539 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 50,237 $1.03M 0.11% -1,247 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 49,196 $1.01M <0.01% -98,303 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 48,500 $994K 0.8% +23 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 47,648 $977K 0.01% -95,098 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 45,028 $923K <0.01% +160 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 44,024 $902K 0.14% -6,764 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 43,934 $901K 0.01% +3,410 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 42,898 $879K 0.03% +186 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 41,118 $843K 0.13% +3,571 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 40,425 $829K 0.1% -665 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 40,011 $820K 0.13% -906 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 38,262 $784K 0.05% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,794 $775K <0.01% -16,971 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,785 $754K 0.01% -1,635 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 36,089 $740K <0.01% -3,585 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 32,964 $675K 0.2% -1,425 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 32,079 $658K 0.03% -3,682 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 31,098 $638K <0.01% +11,024 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 30,579 $627K 0.03% -304 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 29,451 $604K 0.07% -8,132 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 29,168 $598K 0.13% +960 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 28,954 $594K 0.02% -7,729 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 27,545 $565K 0.12% -961 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 25,741 $528K 0.07% -509 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 25,256 $518K 0.46% +11 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 24,685 $506K 0.01% -6 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 24,523 $503K 0.06% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,651 $485K 0.01% new 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 22,238 $456K 0.2% +283 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 22,001 $451K 0.19% +280 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 21,800 $447K 0.03% -2,700 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 19,440 $409K 0.01% -8,050 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 19,800 $406K 0.01% +1,599 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 17,994 $369K <0.01% +5,029 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 17,044 $349K 0.02% +20 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,735 $343K 0.02% +1,168 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,447 $337K <0.01% +3,635 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,959 $327K <0.01% +24 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,810 $324K <0.01% -1,345 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 15,029 $308K <0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,011 $287K 0.01% +2,402 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,876 $284K 0.01% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,864 $264K <0.01% -314 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,794 $262K 0.02% +84 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 12,210 $258K 0.07% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,563 $258K 0.02% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,562 $237K 0.04% +48 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 11,095 $227K 0.16% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 10,836 $222K 0.01% +450 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 10,710 $220K 0.16% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 10,408 $213K 0.17% -15 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,204 $209K <0.01% +130 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 10,000 $205K 0.12% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,820 $201K 0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,671 $198K 0.05% +73 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,636 $198K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,125 $167K <0.01% -828 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,560 $155K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 6,450 $132K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,893 $121K <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/ 5,289 $108K <0.01% +183 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,560 $93.5K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,554 $93.4K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,525 $72.3K <0.01% +273 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,047 $62.6K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,504 $51.3K <0.01% -192 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. 2,390 $49K <0.01% -89 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,113 $43.3K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,038 $41.8K <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 $39K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,856 $38.1K <0.01% +531 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,792 $36.7K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,710 $35K <0.01% +22 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/ 1,660 $34K <0.01% -650 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,582 $32.4K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,530 $31.4K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,521 $31.2K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,424 $29.2K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,212 $25.2K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,111 $22.8K <0.01% +14 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,029 $21.1K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,029 $21.1K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,025 $21K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 996 $20.4K <0.01% +13 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 902 $18.5K <0.01% -26 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 791 $16.2K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 733 $15K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 720 $14.8K <0.01% -40 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 713 $14.6K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 380 $7.79K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 359 $7.37K <0.01% +5 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 321 $6.59K <0.01% +4 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 273 $5.6K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 265 $5.43K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 191 $3.92K <0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 187 $3.83K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 127 $3K <0.01% +42 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 83 $1.7K <0.01% +1 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 65 $1.33K <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 DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 36 $742 <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 36 $738 <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 21 $431 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12 $246 <0.01% new 13F-HR Timeline Group 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.