RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 204,519 $7.65M <0.01% +25,904 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 180,874 $6.77M 0.01% +4,896 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 170,196 $6.37M 0.02% +4,368 13F-HR/A Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 141,604 $5.3M 4.7% +51,226 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/ 78,925 $2.95M <0.01% -3,775 13F-HR Timeline Group Paller Financial Services Inc More: the full row for Paller Financial Services Inc 66,624 $2.49M 2.06% -2,681 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 59,670 $2.23M 0.02% -1,183 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 51,622 $1.93M <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 41,238 $1.54M <0.01% -41,446 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 38,172 $1.43M <0.01% -7,044 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 33,062 $1.24M 0.56% +282 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 27,215 $1.02M 0.02% +5,587 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 27,109 $1.01M 0.03% -135,725 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 24,049 $899K 0.06% -8,929 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 23,812 $891K 0.48% +1,497 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 23,010 $861K <0.01% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 22,836 $854K <0.01% -96,426 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,453 $802K <0.01% +10,482 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,763 $664K <0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 15,218 $569K 0.02% +14,396 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 13,606 $509K 0.02% +6,273 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,559 $358K <0.01% +37 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,559 $320K <0.01% -2,769 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,491 $318K 0.01% +7 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,109 $303K <0.01% -1,943 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,869 $257K <0.01% +326 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,995 $224K <0.01% -900 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,956 $223K 0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,683 $213K <0.01% +371 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,526 $57.1K 0.02% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 600 $22.4K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 519 $19.4K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 434 $16.2K <0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 412 $15.4K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 119 $4.45K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 111 $4.15K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 42 $1.57K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 32 $1.18K <0.01% new 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 22 $823 <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 16 $598 <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 16 $598 <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1 $37 <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 0 $16 <0.01% -1 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.