HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 304,260 $29.7M 0.03% +295,382 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 292,315 $28.5M <0.01% +190,908 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 214,272 $20.9M 0.01% +39,656 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 127,427 $12.4M 0.01% +65,365 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/ 121,030 $11.8M <0.01% +56,264 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 90,245 $8.8M <0.01% +68,150 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 63,964 $6.24M <0.01% +32,790 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 60,149 $5.87M <0.01% +20,308 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 48,958 $4.78M <0.01% -24,692 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 41,036 $4M 0.01% -2,039 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,198 $3.57M <0.01% +7,735 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 28,932 $2.82M 0.02% +2 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 28,802 $2.81M 0.12% -1,248 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 25,456 $2.48M <0.01% +2,135 13F-HR/A Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 25,307 $2.47M 0.48% -1,151 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,532 $2.39M <0.01% +22,177 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 20,314 $2.18M 0.08% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,773 $1.93M 0.04% +5,559 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,165 $1.87M <0.01% +9,124 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 17,236 $1.68M <0.01% +7,164 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 16,201 $1.58M <0.01% -1,368 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 13,691 $1.48M 0.12% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,183 $1.38M <0.01% +532 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,815 $1.35M <0.01% -171 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 13,278 $1.3M <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 12,612 $1.23M <0.01% -4,426 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 11,781 $1.15M 0.12% +2,201 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,081 $984K <0.01% +279 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,832 $959K 0.01% -7,262 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,986 $877K +3,044 Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,643 $843K <0.01% +2,491 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,149 $795K 0.21% -998 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,717 $753K <0.01% -43 13F-HR Timeline Group IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 7,446 $727K 0.07% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,350 $717K 0.02% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,741 $658K <0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,411 $626K <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 6,383 $623K <0.01% +3,040 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 6,023 $588K 0.5% +299 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,921 $578K <0.01% +1,103 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,881 $574K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,626 $549K <0.01% -1,492 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,500 $537K 0.03% +692 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,113 $499K <0.01% -391 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,986 $486K 0.01% -730 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,909 $479K 0.01% +2,219 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,783 $467K 0.09% +2 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 4,713 $460K 0.44% +3,561 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,625 $451K 0.01% +473 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,113 $401K 0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,953 $386K <0.01% -778 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,872 $378K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,692 $360K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,616 $360K 0.02% 0 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 3,651 $338K 0.06% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,418 $333K 0.09% +801 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,398 $332K 0.01% +911 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,305 $322K 0.06% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,224 $315K <0.01% -3 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,040 $297K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,973 $290K 0.01% +1 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,935 $286K <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 $281K <0.01% 0 13F-HR Timeline Group Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,854 $278K 0.54% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,837 $277K <0.01% -879 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,801 $273K 0.07% 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. 2,635 $257K <0.01% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,575 $251K 0.03% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,567 $250K 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,302 $225K <0.01% -924 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,206 $215K <0.01% -90 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,105 $205K 0.08% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,073 $105K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 793 $77.4K 0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 724 $70.6K <0.01% +226 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 586 $57.2K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 498 $48.6K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 494 $48.2K <0.01% -101 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 425 $41.5K <0.01% +400 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 335 $32.7K 0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 283 $27.6K <0.01% new 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 279 $27.2K 0.12% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 200 $19.5K <0.01% 0 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 139 $13.6K 0.01% +14 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 127 $12.4K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 125 $12.2K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 115 $10.8K <0.01% new 13F-HR/A Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 91 $8.88K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 90 $8.78K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 67 $6.54K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 60 $6K <0.01% 0 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 $4.98K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 51 $4.98K <0.01% -53 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 51 $4.98K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 45 $4.39K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 45 $4.39K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 41 $4K <0.01% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 4 $390 <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) 2 $195 <0.01% -2 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1 $98 <0.01% 0 13F-HR Timeline