MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,468,162 $13.8M <0.01% +46,811 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,206,271 $4.79M <0.01% +232,737 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 579,488 $2.31M <0.01% +36,408 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/ 577,424 $2.29M <0.01% -27,795 13F-HR/A Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 440,225 $1.75M 0.19% +25,200 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 406,299 $1.61M <0.01% +16,733 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 400,862 $1.59M 0.03% +14 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 371,941 $1.48M 0.03% +23,308 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 359,064 $1.43M 0.17% +195,831 13F-HR/A Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 294,718 $1.17M 0.4% +39,759 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 250,390 $994K 0.03% +542 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 241,269 $958K <0.01% +33,240 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 182,073 $723K 0.01% +8,145 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 179,193 $711K -2,633 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 142,438 $565K <0.01% -10,458 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 139,693 $554K 0.36% -4,681 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 131,826 $523K <0.01% +3,777 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 131,741 $523K 0.13% -1,270 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 129,452 $514K <0.01% new 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 115,622 $459K <0.01% +22,742 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 115,391 $458K 0.01% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 115,000 $457K <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 108,682 $431K <0.01% +5,832 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 100,749 $400K <0.01% -43,950 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 97,894 $389K <0.01% -4,309 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 84,000 $333K 0.13% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 68,942 $274K <0.01% +46,580 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 56,692 $225K 0.03% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 55,716 $217K 0.02% +4,601 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 50,988 $202K 0.03% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 41,897 $166K 0.01% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 40,461 $161K <0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 39,425 $157K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 38,864 $154K <0.01% -329 13F-HR Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 38,187 $152K 0.06% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 37,138 $147K <0.01% +9,000 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 35,537 $141K <0.01% +15,054 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 31,890 $127K <0.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 29,565 $117K <0.01% +16,565 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 28,102 $112K 0.03% +6,335 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 28,091 $112K <0.01% new 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 27,442 $109K 0.05% +703 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,276 $100K <0.01% -234 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 25,000 $99.2K <0.01% 0 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 24,720 $98.1K 0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 22,021 $87.4K <0.01% +6,201 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 21,302 $84.6K <0.01% +501 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19,269 $76.5K <0.01% +14,606 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 18,851 $74.8K <0.01% -10,333 13F-HR/A Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 17,000 $67.5K <0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,791 $66.7K <0.01% +311 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16,700 $66.3K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 15,744 $62.5K 0.02% +1,900 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,500 $61.5K <0.01% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 15,369 $61K <0.01% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 14,775 $58.7K <0.01% -2,045 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,546 $57.7K <0.01% +173 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 13,627 $54.1K <0.01% -640 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 12,000 $47.6K <0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,466 $45.5K <0.01% 0 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,458 $45.5K <0.01% -10 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,591 $42K <0.01% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 10,450 $41.5K 0.01% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 10,450 $41.5K 0.01% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,273 $41K <0.01% +178 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 10,109 $40.1K <0.01% -333 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 10,100 $40.1K 0.03% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 8,972 $35.6K <0.01% -963 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,475 $29.7K <0.01% 0 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 7,066 $28.1K 0.02% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,000 $27.8K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,475 $25.7K <0.01% -1,766 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,400 $21.4K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,586 $14K <0.01% +3,129 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,329 $13.2K <0.01% +2,665 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,113 $8.39K <0.01% 0 13F-HR/A Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,000 $7.94K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,652 $6.56K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,488 $5.91K <0.01% +13 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,400 $5.56K <0.01% -1,056 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,356 $5.38K <0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,000 $3.97K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 931 $3.7K <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. 646 $2.57K <0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 260 $1.03K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 224 $889 <0.01% 0 13F-HR Timeline Group