LPL Financial LLC More: the full row for LPL Financial LLC 221,347 $21.2M 0.01% +59,841 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 107,383 $10.3M <0.01% +9,348 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 66,043 $6.31M <0.01% +46,643 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 64,467 $6.16M <0.01% +11,925 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 60,654 $5.8M 0.01% +53,537 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/ 56,514 $5.4M <0.01% +3,494 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 43,245 $4.13M 0.01% +511 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 39,928 $3.82M <0.01% -992 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 38,029 $3.64M <0.01% +7,046 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 28,956 $2.77M 0.02% -390 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 26,600 $2.54M 0.49% -138 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 25,297 $2.42M <0.01% -891 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 22,371 $2.14M <0.01% +2,439 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 20,000 $1.91M <0.01% +14,200 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,093 $1.89M <0.01% +8,169 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,241 $1.65M 0.01% -24 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 17,033 $1.63M 0.01% -1,820 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 14,097 $1.35M <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,864 $1.33M <0.01% +8,115 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,278 $1.27M 0.03% +2,078 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 12,835 $1.23M 0.45% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,983 $1.2M <0.01% +294 13F-HR Timeline Group Fulcrum Equity Management More: the full row for Fulcrum Equity Management 10,862 $1.04M 1.05% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,953 $952K 0.02% +6,561 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,747 $932K <0.01% +1,021 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,542 $912K <0.01% -671 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 9,031 $863K 0.08% -46 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,966 $857K <0.01% -75 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,757 $742K <0.01% +2,456 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,567 $723K <0.01% +1,749 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 7,508 $718K 0.21% +1,260 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,621 $527K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,504 $526K <0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,961 $474K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,846 $463K <0.01% +50 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,780 $457K 0.08% +1 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,639 $444K <0.01% +1,670 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 3,843 $367K 0.12% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,791 $362K 0.01% +1,145 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,692 $353K <0.01% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,664 $350K 0.01% +502 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,616 $346K 0.12% -68 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,595 $344K 0.09% -54 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,547 $339K 0.04% new 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,230 $309K <0.01% +31 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,226 $308K <0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,177 $304K <0.01% +566 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,971 $284K 0.01% -311 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,935 $281K <0.01% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,880 $275K <0.01% -5,349 13F-HR Timeline Group Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,854 $273K 0.35% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,635 $252K <0.01% -995 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,442 $233K <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,339 $224K <0.01% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,338 $224K 0.02% -8,674 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,296 $220K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,500 $143K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,128 $108K 0.01% +542 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 920 $88K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 811 $77.5K <0.01% +1 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 793 $75.8K 0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 571 $54.6K <0.01% -284 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 530 $50.7K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 478 $45.7K 0.03% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 387 $37K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 307 $29.3K 0.02% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 279 $26.7K 0.01% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 250 $23.9K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 200 $19.1K <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 200 $19.1K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 155 $14.8K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 127 $12.1K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 126 $12K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 125 $12K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 90 $8.61K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 68 $6.5K <0.01% +12 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 60 $6K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 51 $4.88K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 45 $4.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 45 $4.3K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 25 $2.39K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 267 $382 <0.01% +263 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) 2 $191 <0.01% -2 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1 $96 <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1 $96 <0.01% new 13F-HR Timeline