MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,136,121 $66.7M <0.01% +4,434 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,608,863 $34.2M 0.01% +8,573 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,311,969 $27.9M 0.01% +88,640 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,032,733 $22M 0.43% +24,655 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 958,941 $20.4M 1.52% +270 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 929,589 $19.8M <0.01% +17,447 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/ 915,885 $19.5M <0.01% +6,572 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 816,156 $17.4M <0.01% -31,338 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 616,547 $13.1M 0.01% +64,674 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 505,941 $10.8M 0.08% +53,545 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 302,033 $6.41M 0.01% -20,569 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 268,068 $5.7M <0.01% +13,802 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 258,952 $5.51M <0.01% -528 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 252,653 $5.37M 0.88% -3,600 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 240,225 $5.11M 0.01% +599 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 229,984 $4.89M 0.17% +2,486 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 225,227 $4.79M <0.01% +5,755 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 223,816 $4.76M 0.01% -8,010 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 223,562 $4.75M 0.54% -3,474 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 202,571 $4.31M <0.01% -3,050 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 198,177 $4.24M 0.01% -145,570 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 194,976 $4.15M <0.01% +1,625 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 180,090 $3.83M <0.01% +164,280 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 152,284 $3.24M 0.02% +7,336 13F-HR/A Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 129,175 $2.8M 0.3% -1,889 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 123,983 $2.64M <0.01% +106 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 117,158 $2.49M 0.18% -797 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 116,545 $2.48M <0.01% -2,595 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 110,156 $2.34M 0.08% -2,010 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 109,760 $2.33M <0.01% +7,899 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 109,095 $2.32M <0.01% -3,170 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 98,337 $2.09M 0.22% +21,646 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 90,931 $1.93M 1.5% -4,440 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 87,906 $1.87M <0.01% -877 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 80,086 $1.73M 0.92% +308 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 79,173 $1.68M 0.76% -22 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 77,779 $1.65M 0.01% -4,145 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 73,182 $1.56M 0.45% -628 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 69,444 $1.48M 0.13% -467 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 67,828 $1.44M 0.01% +215 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 63,088 $1.34M 0.08% -144 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 62,546 $1.33M <0.01% new 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 58,532 $1.24M 0.02% +23 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 56,494 $1.2M 0.04% +13,596 13F-HR Timeline Group NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 56,341 $1.2M 1.06% +384 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 55,323 $1.18M 0.24% -155 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 53,862 $1.15M 0.44% +1,978 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 51,222 $1.09M 0.01% +7,288 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 50,856 $1.08M 0.78% +2,356 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 49,627 $1.06M 0.11% -610 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 49,620 $1.06M <0.01% +424 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 45,130 $960K <0.01% +102 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 40,871 $869K 0.12% -247 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 40,363 $858K 0.1% -62 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 40,042 $852K 0.13% +31 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 38,501 $819K 0.11% -5,523 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 38,262 $814K 0.05% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,864 $805K <0.01% +70 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 33,374 $710K <0.01% +2,276 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 33,027 $702K 0.01% -3,758 13F-HR/A Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 30,911 $657K 0.14% +1,743 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 30,791 $655K 0.03% +212 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 30,290 $644K 0.02% -1,789 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 27,349 $582K 0.13% -196 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 27,132 $577K 0.06% -2,319 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 26,637 $566K 0.17% -6,327 13F-HR Timeline CX Institutional More: the full row for CX Institutional 26,117 $555K 0.02% new 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 25,263 $537K 0.44% +7 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 24,990 $531K 0.01% +305 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 24,523 $522K 0.06% 0 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 24,233 $515K <0.01% +8,274 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 24,088 $512K 0.06% -1,653 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,658 $503K 0.01% +7 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 22,419 $477K 0.2% +181 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 21,800 $464K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 20,538 $437K 0.07% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 19,994 $425K 0.01% +194 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 19,440 $419K 0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,186 $387K 0.01% +4,175 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 18,066 $384K 0.02% +1,022 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,591 $374K 0.02% +856 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 17,249 $367K <0.01% -745 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,921 $360K <0.01% +474 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 15,898 $338K 0.15% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 15,879 $338K <0.01% +850 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,346 $326K <0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,674 $291K 0.01% -202 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 13,250 $283K 0.11% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 13,001 $276K 0.04% +1,439 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,915 $275K 0.01% +121 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,913 $275K <0.01% +49 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 12,350 $263K 0.1% -9,651 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,095 $257K 0.02% -468 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 10,710 $228K 0.16% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 10,479 $223K 0.16% +71 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,452 $222K 0.04% +781 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,287 $219K <0.01% +83 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 10,000 $213K 0.11% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,591 $204K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,211 $196K <0.01% -425 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,950 $190K 0.01% -870 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 8,468 $180K <0.01% +343 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 6,450 $137K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,893 $125K <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 $109K <0.01% -183 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,560 $97K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,554 $96.9K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,174 $67.5K <0.01% -351 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,952 $62.8K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,810 $60K <0.01% +2,683 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,741 $58.3K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,647 $56.3K 0.02% -400 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,504 $53.3K <0.01% 0 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 $50.8K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,038 $43.3K <0.01% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,986 $42.2K <0.01% -127 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,900 $40.4K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,792 $38.1K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,724 $36.7K <0.01% +14 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 $35.3K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,582 $33.6K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,581 $33.6K <0.01% -275 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,533 $32.6K <0.01% +109 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,530 $32.5K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,521 $32.3K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,212 $26K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,120 $23.8K <0.01% +9 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,029 $21.9K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,025 $21.8K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,004 $21.4K <0.01% +8 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 909 $19.3K <0.01% +7 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 773 $16.4K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 720 $15.3K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 713 $15.2K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 380 $8.08K <0.01% 0 13F-HR/A Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 362 $7.71K <0.01% +3 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 335 $7.12K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 324 $6.89K <0.01% +3 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 273 $5.81K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 212 $4.51K <0.01% -53 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 187 $3.98K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 84 $1.78K <0.01% +1 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 65 $1.38K <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 $769 <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 21 $447 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12 $255 <0.01% 0 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 2 $52 <0.01% 13F-HR Timeline