ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 4,644,163 $167M 0.05% +156,355 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,196,535 $78.9M 0.02% +32,838 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,461,513 $52.5M 0.01% +410,370 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,318,594 $47.4M <0.01% +227,995 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,166,323 $41.9M 0.01% +20,708 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,126,955 $40.5M 8.6% +277,538 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/ 1,094,717 $39.3M <0.01% -563,493 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 742,319 $26.7M 0.1% +41,698 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 635,082 $22.8M 0.01% -120,584 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 608,866 $21.9M 0.03% -637 13F-HR Timeline Group Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 385,821 $13.9M 6.87% +7,061 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 354,050 $12.7M 2.15% +84,131 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 304,203 $10.9M 0.01% +2,409 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 302,052 $10.9M 0.21% +41,900 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 290,374 $10.4M 0.13% -4,894 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 279,746 $10.1M 0.9% -1,356 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 203,406 $7.31M 0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 202,990 $7.29M 0.01% -1,496 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 200,416 $7.2M 0.03% -5,751 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 158,612 $5.7M 1.67% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 144,542 $5.19M 0.11% +10,413 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 144,080 $5.18M 0.01% +8,130 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 121,857 $4.38M <0.01% +18,734 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 120,940 $4.35M <0.01% -1,761 13F-HR Timeline Group RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 120,062 $4.31M 3.11% -9,261 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 105,472 $3.79M 3.28% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 104,297 $3.75M <0.01% +4,200 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 99,614 $3.58M 0.52% +7,292 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 76,192 $2.74M <0.01% +1,945 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 72,209 $2.59M 0.05% +2,117 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 51,230 $1.84M 0.13% -869 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 51,184 $1.84M <0.01% -23,243 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 47,368 $1.7M 0.02% +6,285 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 46,352 $1.67M 0.44% +17,601 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 46,017 $1.65M 0.35% +19,459 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 45,854 $1.65M 0.06% +934 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 45,797 $1.65M 0.01% -7,532 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 36,016 $1.29M <0.01% -10,380 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,967 $1.29M 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35,582 $1.28M <0.01% +35,097 13F-HR/A Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 33,898 $1.22M 0.01% +12,031 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 31,234 $1.12M 0.03% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 31,192 $1.12M 0.05% +13,512 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 23,119 $831K <0.01% +1,598 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 22,549 $810K 0.57% -4,246 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 21,913 $787K <0.01% +12,517 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,089 $686K <0.01% +7,413 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 18,366 $660K 0.19% 0 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 17,100 $614K 0.45% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 14,304 $514K 0.28% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 14,149 $508K 0.42% -1,059 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,851 $498K <0.01% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 12,192 $438K 0.17% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,106 $435K 0.01% -73 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,730 $421K <0.01% -69,663 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,913 $320K 0.02% +951 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,912 $320K 0.01% -127 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,502 $305K 0.02% +46 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7,590 $273K 0.02% new 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 7,027 $253K 0.27% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,718 $241K <0.01% -66,452 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,461 $232K 0.02% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,400 $230K 0.04% new 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 6,370 $229K 0.18% +670 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,003 $216K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,651 $203K <0.01% new 13F-HR/A Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 5,554 $200K 0.04% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5,211 $187K 0.14% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,315 $155K 0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 3,100 $111K 0.01% +1,575 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,870 $103K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,570 $56.4K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,474 $53K <0.01% -306 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,164 $41.8K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,099 $39.5K <0.01% +17 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 889 $31K 0.01% +767 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 412 $14.8K <0.01% +18 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 396 $14.2K <0.01% +3 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 378 $13.6K 0.01% +6 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 100 $3.59K <0.01% 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 59 $2.12K <0.01% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14 $508 <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6 $216 <0.01% 0 13F-HR Timeline Group