CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,208,741 $61.9M 0.16% -1,224,529 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 873,842 $44.8M <0.01% -13,331 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 731,155 $37.5M 0.05% +127,452 13F-HR Timeline Group Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 482,222 $24.7M +76,272 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 317,149 $16.3M <0.01% -46,581 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/ 292,936 $15M <0.01% +1,611 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 257,056 $13.2M 0.74% +7,987 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 180,164 $9.23M 0.01% +116,217 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 157,014 $8.05M 0.08% -13,134 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 128,867 $6.6M 3.4% +4,685 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 112,469 $5.76M 0.18% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 102,497 $5.25M 1.29% -92,951 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 94,045 $4.82M 0.02% +4,604 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 81,520 $4.25M 0.03% -87,874 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 76,967 $3.94M <0.01% -26,455 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 73,168 $3.75M <0.01% +8,712 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 66,118 $3.39M <0.01% -1,886 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 63,884 $3.27M 0.02% +4,621 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 44,018 $2.26M <0.01% -4,172 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 38,226 $1.96M <0.01% +1,094 13F-HR Timeline Group Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 36,108 $1.85M 1.47% -14,297 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 32,346 $1.66M <0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 30,127 $1.54M <0.01% -677 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,382 $1.4M <0.01% new 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 25,928 $1.33M 1.19% +16,625 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 21,629 $1.11M 0.1% -628 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 19,720 $1.07M 0.78% +1,286 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 20,345 $1.04M 0.01% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 18,369 $941K 0.39% +624 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 17,276 $885K 0.23% -158 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,769 $654K 0.01% +1,689 13F-HR/A Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 12,037 $617K 0.05% -41 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,999 $596K <0.01% +4,948 13F-HR/A Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,925 $509K 0.26% +804 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,433 $483K <0.01% -7,344 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 9,381 $481K 0.06% -145 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,205 $472K <0.01% +511 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,152 $469K <0.01% +2,604 13F-HR Timeline Group Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 11,433 $459K 1.02% new 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,615 $441K <0.01% +1,520 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 8,450 $433K <0.01% new 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 8,094 $415K 0.05% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,854 $388K <0.01% +1,154 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,880 $353K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,598 $338K 0.03% -106 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 6,216 $319K 0.03% new 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 5,982 $307K 0.03% -6,600 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,850 $300K 0.02% -150 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,754 $295K <0.01% -3,599 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,594 $287K <0.01% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,484 $281K 0.01% +77 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,323 $273K 0.01% -113 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,211 $267K <0.01% -87 13F-HR/A Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,811 $247K 0.01% -5,516 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,564 $234K <0.01% +9 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,520 $232K <0.01% +85 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,397 $225K <0.01% +41 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,095 $210K <0.01% +18 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,065 $208K 0.02% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,000 $205K <0.01% -2,250 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,944 $202K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,000 $154K 0.02% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,487 $76.2K 0.02% +6 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,138 $58.3K <0.01% 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,100 $56.4K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,062 $54.4K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,022 $52.4K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,018 $52.2K <0.01% +377 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 909 $47.3K <0.01% 0 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 900 $46.1K 0.02% -600 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 854 $43.7K 0.02% +4 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 712 $36.5K <0.01% new 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 710 $36.4K 0.02% +340 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 568 $29.1K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 560 $28.7K <0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 500 $25.6K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 419 $21.5K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 377 $19.3K <0.01% -150 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 376 $19.3K <0.01% +345 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 334 $17.4K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 331 $17.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 300 $15.4K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 291 $14.9K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 268 $13.7K <0.01% +178 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 190 $9.75K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 181 $9.27K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 178 $9.14K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 169 $8.64K <0.01% +1 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 150 $7.69K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 79 $4.05K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 72 $3.69K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 70 $3.59K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 59 $3.02K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 58 $2.99K <0.01% +58 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 38 $1.95K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 33 $1.71K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 28 $1.44K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 24 $1.23K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20 $1.02K <0.01% 0 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 15 $769 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $769 <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6 $307 <0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 0 $7 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.