MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,433,395 $13.3M <0.01% +75,314 13F-HR/A Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,524,654 $9.74M 0.18% +101,412 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 771,959 $2.98M <0.01% +141,202 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/ 610,500 $2.36M <0.01% -42,449 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 518,204 $2M <0.01% +9,381 13F-HR/A Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 513,231 $1.98M 0.04% -18,489 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 313,249 $1.21M <0.01% +17,333 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 237,798 $918K 0.04% +57,126 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 227,538 $878K <0.01% +106,846 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 204,644 $790K <0.01% -47,759 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 204,330 $789K 0.34% +19,992 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 200,675 $775K <0.01% +36,910 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 164,071 $633K 0.01% +3,757 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 160,597 $620K 0.05% +11,530 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 147,159 $568K 0.39% 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 147,038 $568K <0.01% 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 130,646 $504K <0.01% -20,356 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 129,221 $499K 0.16% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 127,565 $492K -7,330 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 118,691 $458K 0.01% -71,750 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 111,746 $431K 0.15% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 99,496 $384K <0.01% +1,062 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 72,860 $281K 0.03% +76 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 65,078 $251K <0.01% +138 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 56,692 $219K 0.04% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 47,859 $185K <0.01% -22,285 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 44,168 $175K <0.01% -1,647 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 41,897 $162K 0.04% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 39,537 $153K 0.06% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 38,501 $149K <0.01% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 37,434 $144K 0.07% +607 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 24,755 $135K <0.01% new 13F-HR Timeline Group L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 34,434 $133K 0.03% -216 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 31,812 $123K 0.09% -1,960 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 29,207 $113K <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 28,267 $109K <0.01% +1,886 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,927 $104K <0.01% -26,927 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 25,000 $96.5K 0.01% 0 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 24,896 $96.1K 0.07% -2 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 24,568 $94.8K <0.01% new 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 23,834 $92K <0.01% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 21,767 $84K 0.03% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 20,021 $77.3K <0.01% -13 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 19,676 $76K <0.01% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,336 $75.4K <0.01% -3,210 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 19,000 $73.3K <0.01% new 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 18,500 $72.2K <0.01% +1,600 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 18,487 $71.4K <0.01% +215 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,053 $69.7K <0.01% 0 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 17,000 $65.6K <0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,728 $64.6K <0.01% -1,378 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16,700 $64.5K <0.01% -5,000 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 15,590 $60.2K <0.01% -444 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,566 $60.1K <0.01% -715 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 15,545 $60K <0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,220 $58.7K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 15,082 $58.5K <0.01% -165 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,138 $58.4K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 15,000 $57.9K <0.01% new 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 15,000 $57.9K 0.02% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,910 $54K <0.01% -269 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 13,365 $51.6K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,325 $51.4K <0.01% -139 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,110 $50.6K <0.01% new 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,788 $49.9K <0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 12,500 $48.2K <0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,492 $48.2K <0.01% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 12,434 $48K 0.01% +333 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,150 $47K <0.01% -159 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 11,989 $46.3K 0.02% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 11,670 $45K <0.01% new 13F-HR Timeline Group HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 11,500 $44.4K 0.02% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,287 $39.7K <0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 10,149 $39.2K <0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $38.6K 0.02% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 9,470 $36.6K <0.01% +213 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,400 $20.8K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,239 $12.5K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,806 $10.8K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,751 $10.6K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,556 $9.87K 0.01% 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 2,461 $9.5K <0.01% +67 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 2,456 $9.48K <0.01% +1,056 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,113 $8.22K <0.01% 0 13F-HR/A Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,000 $7.72K <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,905 $7.35K <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. 1,428 $5.51K <0.01% +782 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,374 $5.3K <0.01% -10 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,250 $4.83K <0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 931 $3.59K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 775 $3.12K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 618 $2.39K <0.01% +11 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 457 $2K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 400 $2K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 260 $1K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 224 $865 <0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $2 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.