AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 362,468 $41.5M 0.01% -279,234 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 241,107 $27.6M <0.01% +21,022 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 206,914 $23.7M 0.01% +1,483 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 143,350 $16.4M 4.87% +3,105 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 137,693 $15.8M 0.02% +6,727 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/ 126,883 $14.5M <0.01% -10,619 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 104,632 $12M <0.01% -3,444 13F-HR Timeline Group Legacies Wealth LLC More: the full row for Legacies Wealth LLC 71,911 $8.23M 5.46% +8,178 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 65,643 $7.51M 1.54% +35 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 59,866 $6.85M <0.01% +28,049 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 57,740 $6.61M 0.16% 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 51,399 $5.88M <0.01% -873 13F-HR Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 46,367 $5.31M 3.77% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 43,800 $5.01M +3,866 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 43,370 $4.96M <0.01% -9,931 13F-HR Timeline Group KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 41,528 $4.75M 2.58% -165 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 39,103 $4.47M 0.05% -141,769 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 38,772 $4.44M 3.09% -10,553 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 37,346 $4.27M 1.06% -20 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 36,685 $4.2M <0.01% +9,827 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 36,081 $4.13M 0.03% +1,145 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 32,983 $3.77M 0.07% +2,983 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31,245 $3.58M <0.01% -6,554 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 30,625 $3.5M 0.04% -710 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 29,845 $3.42M <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 23,738 $2.72M <0.01% +13,074 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 23,493 $2.69M 0.01% +15,472 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,445 $2.68M <0.01% +6,428 13F-HR Timeline Group LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 23,245 $2.66M 1.7% -3,518 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 23,113 $2.64M 0.21% -317 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 22,404 $2.56M 0.18% +11,367 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 21,595 $2.47M <0.01% +119 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,056 $2.29M 0.01% +6,288 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,289 $2.21M <0.01% -14,636 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 18,713 $2.14M +811 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,114 $2.07M 0.02% -887 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 17,867 $2.04M 0.01% -888 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 17,011 $1.95M 0.39% +202 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,958 $1.83M 0.01% -124 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 15,188 $1.74M 0.27% +764 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,568 $1.55M <0.01% +2,888 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 13,030 $1.49M 0.01% -4,850 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 12,290 $1.41M 0.19% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 11,908 $1.36M 0.07% -7,352 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,488 $1.32M 0.17% -345 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,614 $1.21M 0.15% +189 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 10,430 $1.19M 0.28% +983 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,273 $1.18M 0.01% +747 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,113 $1.16M <0.01% +424 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 10,085 $1.15M 0.43% +1,296 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,186 $1.05M <0.01% +550 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 8,984 $1.03M 0.42% -10 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,942 $1.02M <0.01% +27 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,546 $863K 0.14% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 6,608 $756K 0.09% -5,580 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,404 $742K 0.08% +883 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,307 $722K 0.43% -244 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,778 $663K 0.08% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 5,142 $588K 0.06% +373 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,085 $582K <0.01% +8 13F-HR Timeline Group SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 5,066 $581K 0.47% -1,548 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,005 $573K 0.01% +1,885 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,877 $558K 0.11% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,685 $536K 0.25% -11 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 4,502 $515K 0.27% -370 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,387 $502K <0.01% -249 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 4,373 $500K 0.56% +793 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,365 $499K 0.06% -5 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,270 $489K <0.01% +3,520 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,977 $455K <0.01% +110 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,963 $453K 0.01% -2,274 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,814 $448K <0.01% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 3,858 $443K 0.16% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,805 $435K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,728 $427K 0.01% +1,016 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,511 $402K <0.01% +115 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,500 $401K 0.3% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,468 $397K <0.01% +1,417 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,364 $385K 0.01% +1,227 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,216 $368K 0.02% +549 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,185 $365K 0.1% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,177 $364K 0.03% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,143 $360K 0.02% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,141 $359K 0.01% +134 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,982 $341K <0.01% -42,771 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,849 $332K 0.01% -2,927 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,714 $311K 0.09% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,614 $303K 0.15% +30 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,639 $302K <0.01% -128 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,547 $291K <0.01% -682 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,498 $287K 0.12% +5 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,482 $284K 0.03% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 2,435 $279K 0.1% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,402 $275K 0.04% new 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 2,340 $268K 0.22% -71 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,248 $257K 0.12% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,212 $253K 0.05% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,015 $231K 0.02% 0 13F-HR Timeline Group Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 1,954 $224K 0.02% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,920 $220K 0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,794 $211K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,835 $210K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,806 $207K <0.01% +374 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 1,800 $206K <0.01% new 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 1,753 $205K 0.04% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 2,284 $195K 0.08% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,536 $176K 0.04% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,297 $148K 0.06% -125 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,151 $132K 0.04% +111 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 1,094 $125K 0.06% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,065 $122K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,062 $122K <0.01% -2,738 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 964 $110K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 909 $104K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 758 $86.8K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 751 $85.9K <0.01% +566 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 731 $83.6K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 620 $72.3K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 586 $67.1K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 453 $51.8K <0.01% -75 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 414 $47.4K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 414 $47K <0.01% 0 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 346 $39.6K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 324 $37.1K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 301 $34.4K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 290 $33.2K 0.01% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 284 $32.5K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 271 $31.6K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 238 $27.2K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 221 $25.2K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 215 $24.6K <0.01% +119 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 214 $24.5K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 180 $20.6K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 169 $19.4K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 138 $15.8K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 136 $15.6K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 135 $15.5K <0.01% +20 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 132 $15.1K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 125 $14.3K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 88 $10.1K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 84 $9.61K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 64 $7.32K <0.01% -6 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 59 $6.75K <0.01% -18 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 50 $5.72K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 49 $5.61K <0.01% new 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 36 $4.12K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 32 $3.66K <0.01% -544 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 28 $3K <0.01% new 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 28 $3K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 12 $1.39K <0.01% new 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 10 $1.14K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 8 $915 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6 $687 <0.01% -41 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3 $344 <0.01% 0 13F-HR/A Timeline 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.