LPL Financial LLC More: the full row for LPL Financial LLC 596,559 $28.3M 0.01% +110,556 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 251,663 $11.9M <0.01% -31,939 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 195,453 $9.26M 0.02% +173,041 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/ 190,109 $9.01M <0.01% -67,187 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 182,772 $8.66M 0.02% -12,734 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 174,560 $8.27M <0.01% -20,759 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 153,650 $7.28M <0.01% +8,472 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 120,903 $5.73M 0.02% +2,023 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 119,695 $5.67M <0.01% -9,714 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 109,365 $5.18M 0.01% +2,890 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 101,200 $4.79M 0.02% +1,924 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 91,446 $4.33M 0.08% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 91,275 $4.33M <0.01% +13,163 13F-HR/A Timeline Group Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 87,595 $3.79M 2.33% -1,424 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/ 79,032 $3.75M <0.01% +785 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 79,007 $3.74M 0.01% +12,028 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 68,527 $3.25M <0.01% +1,335 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 53,164 $2.52M <0.01% +813 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 51,629 $2.45M 0.05% +1,238 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 49,473 $2.34M <0.01% -7,515 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 41,386 $1.96M 0.01% -418 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 24,571 $1.16M 0.06% -373 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 18,888 $1.09M 0.02% +200 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 23,019 $1.09M 0.03% -830 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 21,863 $1.04M 0.01% -189 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 20,000 $948K 0.45% 0 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 19,122 $906K 3.68% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 18,200 $862K 0.04% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 16,466 $785K <0.01% +5,563 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,258 $770K <0.01% -1,689 13F-HR Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 15,833 $750K 0.52% -950 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,047 $713K 0.01% -771 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,827 $703K 0.01% -500 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,394 $682K 0.02% -677 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 14,241 $675K 0.5% -4,113 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 12,564 $595K 0.02% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 11,480 $544K 0.05% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,396 $540K <0.01% new 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,151 $528K <0.01% -9,420 13F-HR Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 11,054 $524K 0.41% +125 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 10,227 $485K 0.41% -8,324 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 9,800 $464K 0.34% -1,150 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,426 $449K 0.07% -636 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,462 $448K 0.02% -293 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,280 $440K <0.01% -273 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,888 $421K 0.03% +63 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,733 $414K 0.04% +47 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,239 $390K 0.02% -990 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,917 $375K <0.01% +1,441 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,674 $364K 0.01% +292 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 7,613 $361K 0.15% -4,727 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,338 $348K <0.01% 0 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 7,022 $333K 0.01% 0 13F-HR Timeline Group KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 6,833 $324K 0.01% +2,563 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,660 $316K 0.02% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,123 $290K <0.01% +500 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,871 $278K <0.01% -14,344 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 5,712 $271K 0.16% +183 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,467 $259K 0.03% +1,130 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,455 $258K <0.01% +1,921 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,320 $252K <0.01% +190 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 5,250 $249K <0.01% -6 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,156 $244K 0.01% -2,746 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,843 $229K 0.08% -2,001 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,803 $228K 0.01% 0 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 4,698 $223K 0.03% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,443 $211K <0.01% -1,873 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 4,433 $210K 0.09% -459 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) 4,414 $209K 0.01% +4,303 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,409 $209K <0.01% +497 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,405 $209K 0.01% -285 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,365 $207K 0.03% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,323 $205K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,744 $177K <0.01% +663 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,656 $126K <0.01% -31 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,504 $119K <0.01% +439 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,071 $98K 0.02% -27,980 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,814 $85.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,049 $49.7K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,017 $48K <0.01% +1,016 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 911 $43.1K 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 885 $41.9K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 750 $35.5K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 795 $31.2K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 602 $28.5K <0.01% +1 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 564 $26.7K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 425 $20.1K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 415 $19.7K <0.01% -965 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 300 $14.4K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 230 $10.9K <0.01% +35 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 229 $10.8K <0.01% -198 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 190 $9K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 180 $8.59K <0.01% -2,620 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 175 $8.29K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 126 $5.97K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 121 $5.72K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 103 $5K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 75 $3.59K <0.01% 0 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 70 $3.32K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 82 $3K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 51 $2.42K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 47 $2.23K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 45 $2.13K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 35 $1.66K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 31 $1.47K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 25 $1.19K <0.01% -25 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 17 $807 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12 $569 <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8 $379 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $48 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -154,354 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.