RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,138,394 $36.4M 0.01% -46,703 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 393,257 $12.6M <0.01% +22,432 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 259,551 $8.3M <0.01% -37,958 13F-HR Timeline Group Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 214,304 $6.85M 4.63% -25,693 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 191,738 $6.1M <0.01% +48,431 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/ 176,018 $5.63M <0.01% -8,129 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 9,877 $5.41M 0.64% new 13F-HR/A Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 167,258 $5.35M 0.21% +650 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 155,429 $4.97M <0.01% +37,266 13F-HR/A Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 151,578 $4.85M 0.11% +16,913 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 149,801 $4.79M <0.01% -17,157 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 116,047 $3.71M 1.29% +23,716 13F-HR/A Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 82,955 $2.65M 0.1% -6,450 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 79,775 $2.55M 0.17% -3,370 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 73,703 $2.36M <0.01% -3,928 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 69,488 $2.22M <0.01% -45,134 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 66,023 $2.11M 0.01% -2,012 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 65,200 $2.09M 0.26% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 63,581 $2.03M 0.01% -8,515 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 55,650 $1.78M <0.01% +11,744 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 54,812 $1.75M <0.01% +300 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 52,741 $1.69M 0.13% -708 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 45,356 $1.45M 1.02% +19,234 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 39,090 $1.25M 0.04% +1,650 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 33,573 $1.07M 0.01% +3,927 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 33,079 $1.06M 0.01% -1,619 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 32,424 $1.04M <0.01% -9,174 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,738 $1.02M <0.01% -4,644 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 31,489 $1.01M <0.01% -1,177 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 31,086 $994K 0.06% -398 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 30,049 $961K 0.06% +1,473 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 28,059 $897K <0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,640 $788K <0.01% -13,615 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,161 $773K <0.01% -6,815 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 24,101 $771K 0.09% -290 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 23,587 $754K <0.01% +1,840 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,015 $748K <0.01% -2,884 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 22,760 $739K 0.1% +3,932 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 22,490 $719K 0.04% -1,165 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 21,570 $701K 0.25% -2,180 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,289 $681K 0.02% -181 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,133 $676K <0.01% -2,104 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) 21,015 $672K 0.02% +7,067 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 20,700 $662K 0.03% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 20,601 $659K 0.04% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 19,151 $612K 0.02% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,030 $577K 0.02% -2,197 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,732 $567K <0.01% -3,666 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 562,679 $563K 0.05% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,425 $557K <0.01% +509 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 16,985 $543K 0.05% -1,646 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 16,589 $531K <0.01% +1,101 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,458 $462K <0.01% +3,526 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 14,315 $458K 0.11% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 14,194 $454K <0.01% -264 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 14,149 $452K 0.21% +378 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 13,698 $438K <0.01% +6,801 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 13,498 $432K <0.01% +101 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,367 $427K <0.01% +200 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,251 $424K <0.01% +2,210 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,141 $420K <0.01% -6,304 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 11,677 $373K <0.01% -2,599 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,215 $359K <0.01% -1,077 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 10,415 $333K 0.17% +4 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,179 $326K <0.01% -939 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,619 $308K <0.01% -234,435 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,447 $302K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,324 $298K 0.02% -248 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9,032 $289K <0.01% 0 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,754 $280K 0.05% -276 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,672 $277K 0.12% -100 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 7,907 $253K 0.01% +6,907 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 7,678 $246K 0.03% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 7,643 $244K 0.08% -340 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,408 $237K <0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,038 $225K <0.01% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,622 $212K 0.01% -2 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,472 $207K <0.01% -616 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,444 $206K <0.01% +500 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,407 $205K <0.01% +636 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,387 $204K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,298 $169K <0.01% -69 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,121 $164K <0.01% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,095 $131K <0.01% +3,973 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,832 $123K 0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,741 $120K 0.01% +1 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,205 $102K 0.02% +200 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,126 $100K 0.01% +9 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/ 2,388 $76.4K <0.01% +333 13F-HR/A Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,070 $66K 0.01% -49 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,736 $55.5K <0.01% +1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,369 $43.8K <0.01% -276 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,359 $43.5K <0.01% -1,418 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,212 $38.8K 0.01% +3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,086 $33.5K <0.01% +199 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 979 $31.3K 0.01% +3 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 979 $31.3K <0.01% +17 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 905 $28.9K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 794 $25.4K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 700 $22.4K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 685 $22K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 641 $20.5K <0.01% +24 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 611 $19.5K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 605 $19.4K 0.01% -4 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 600 $19.2K <0.01% +100 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 584 $18.7K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 528 $16.9K <0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 525 $16.8K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 500 $16K 0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 481 $15.4K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 401 $12.8K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 400 $12.8K <0.01% -97 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 377 $12K <0.01% +1 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 357 $11.4K <0.01% -7,041 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 335 $10.7K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 309 $9.88K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 309 $9.88K <0.01% +155 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 305 $9.75K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 300 $9.59K <0.01% +200 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 300 $9.59K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 280 $8.95K <0.01% 0 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 250 $8K <0.01% 0 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 245 $7.84K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 240 $7.67K <0.01% +35 13F-HR Timeline CX Institutional More: the full row for CX Institutional 234 $7K <0.01% 0 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 213 $6.81K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 200 $6.4K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 200 $6.4K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 200 $6K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 175 $5.6K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 161 $5.13K <0.01% +1 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 154 $4.92K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 138 $4.41K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 135 $4.32K <0.01% -73 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 129 $4.13K <0.01% new 13F-HR/A Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 103 $3.29K <0.01% new 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 103 $3.28K <0.01% new 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 100 $3.21K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 100 $3.2K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $3.2K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 95 $3K <0.01% -3,357 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 70 $2.24K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 58 $1.85K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 58 $1.85K <0.01% 0 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 52 $1.66K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 51 $1.63K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 50 $1.6K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 20 $640 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 14 $448 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $134 <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/ 1 $32 <0.01% 0 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.