CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,433,270 $127M 0.34% +217,888 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 887,173 $46.2M <0.01% -3,776 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 603,703 $31.5M 0.05% +156,737 13F-HR Timeline Group Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 405,950 $21.2M +34,026 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 363,730 $19M 0.01% +9,287 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/ 291,325 $15.2M <0.01% -3,636 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 249,069 $13M 0.75% +8,358 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 195,448 $10.2M 2.53% -8,740 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 170,148 $8.87M 0.09% -15,803 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 169,394 $8.83M 0.06% +18,246 13F-HR Timeline Group Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 124,182 $6.47M 3.44% +3,144 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 103,422 $5.39M <0.01% -22,731 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 89,441 $4.66M 0.02% +7,448 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 68,004 $3.55M <0.01% -951 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 64,456 $3.36M <0.01% +4,705 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 63,947 $3.33M <0.01% -345,168 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 59,263 $3.09M 0.01% +5,291 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 50,405 $2.63M 2.03% +2,356 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 48,190 $2.51M <0.01% -4,306 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 37,132 $1.94M <0.01% -1,647 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 32,346 $1.69M <0.01% +5,442 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 30,804 $1.6M <0.01% +1,714 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 25,544 $1.33M <0.01% -63,908 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 22,257 $1.16M 0.11% -100 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 20,345 $1.06M 0.01% -1,904 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 18,434 $978K 0.76% +1,618 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 17,745 $925K 0.38% +593 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 17,434 $909K 0.25% +3,788 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 16,777 $875K <0.01% +7,596 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 12,582 $656K 0.07% -385 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 12,078 $630K 0.05% +2,054 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,080 $578K 0.01% +335 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 10,327 $529K 0.03% +5,516 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 9,526 $497K 0.06% -909 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,353 $488K <0.01% -20,432 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 9,303 $485K 0.47% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,121 $475K 0.24% +791 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,694 $453K <0.01% +3,729 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 8,094 $422K 0.05% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,177 $374K <0.01% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,095 $370K <0.01% +19 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,051 $368K <0.01% +5,757 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,704 $349K 0.03% +1,688 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,700 $349K <0.01% +1,675 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 6,548 $341K <0.01% +1,638 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,484 $338K 0.18% -118 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,250 $326K <0.01% -11,250 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,000 $313K 0.02% -300 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,436 $283K 0.01% +601 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,407 $282K 0.01% +78 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,298 $276K <0.01% -2,419 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,054 $263K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,047 $263K <0.01% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,555 $237K <0.01% -1,824 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,435 $231K <0.01% -545 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,356 $227K <0.01% -374 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,311 $225K 0.01% -557 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,276 $223K <0.01% +56 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,180 $218K 0.11% -457 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,077 $213K <0.01% +51 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,931 $205K 0.06% +43 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,000 $156K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,262 $124K 0.02% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,125 $111K 0.01% new 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 1,500 $78.2K 0.04% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,481 $77.2K 0.02% +17 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/ 1,100 $57.3K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,062 $55.4K <0.01% -1 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,022 $53.3K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 909 $47.4K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 850 $44.3K 0.02% +9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 641 $33.4K <0.01% +7 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 568 $29.6K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 564 $29.4K <0.01% -112 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 560 $29.2K <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 527 $27.5K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 500 $26.1K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 419 $21.8K <0.01% 0 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 370 $19.3K 0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 334 $17.8K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 331 $17.3K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 302 $15.7K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 300 $15.6K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 190 $9.92K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 181 $9.44K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 178 $9.26K 0.01% +2 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 168 $8.77K <0.01% +1 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 150 $7.82K <0.01% 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. 102 $5.31K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 90 $4.69K <0.01% +62 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 79 $4.12K <0.01% +10 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 72 $3.75K <0.01% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 70 $3.65K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 59 $3.08K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 38 $1.98K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 33 $1.74K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 31 $1.62K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 28 $1.46K <0.01% -22 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 24 $1.25K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20 $1.04K <0.01% 0 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 15 $782 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $782 <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6 $313 <0.01% -122 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.