BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,199,277 $104M 0.01% -319,590 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 2,703,358 $88.2M 2.18% -232,437 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 767,379 $25M 0.01% -76,858 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 696,903 $22.7M <0.01% -99,783 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 646,000 $21.1M 0.01% -34,781 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 445,034 $14.5M 0.03% -5,054 13F-HR/A Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 439,760 $14.4M 1.33% -46,003 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 400,189 $13.1M 1.86% -2,156 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 338,427 $11M 0.02% -25,065 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 322,782 $10.5M 2.33% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 307,471 $10M 0.68% -77,829 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 303,000 $9.89M 0.93% +34,000 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 273,161 $8.92M <0.01% +49,726 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 269,821 $8.81M 1.08% -25,010 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 228,073 $7.44M 0.01% -30,079 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 227,510 $7.43M 0.51% +124,234 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 233,353 $7.24M 1.57% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 216,038 $7.05M 0.02% +3,325 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 198,800 $6.49M 1.69% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 188,363 $6.15M 0.41% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 159,074 $5.19M 0.04% +45,282 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 158,366 $5.17M <0.01% +49,643 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 155,100 $5.06M 0.01% -404,600 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 151,280 $4.94M 2.77% +1,555 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 149,864 $4.89M 0.14% +7,140 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 147,624 $4.82M 0.01% +416 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 145,013 $4.73M 0.01% -9,048 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 120,517 $3.93M 0.91% +13,133 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 119,727 $3.91M 4.53% -1,825 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 118,636 $3.87M 0.01% -1,201 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 104,755 $3.42M 0.01% -17,193 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 97,126 $3.11M 2.62% +600 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 83,329 $2.72M <0.01% -42,296 13F-HR Timeline Group CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 77,820 $2.54M 0.91% +3,214 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 77,228 $2.52M 1.18% +1,134 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 72,806 $2.38M <0.01% -5,448 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 71,069 $2.32M 0.43% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 67,209 $2.19M 0.02% -12,028 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 65,177 $2.13M <0.01% -33,898 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 45,365 $1.48M 0.2% +5,350 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 44,685 $1.46M <0.01% -65 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 43,631 $1.42M 0.01% -475 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 41,930 $1.38M 1.22% new 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 35,911 $1.17M 0.61% -1,160 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 35,905 $1.17M 0.13% -83,658 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 34,845 $1.17M 0.79% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 34,317 $1.12M 0.01% -21,638 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 33,384 $1.09M 0.71% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 33,281 $1.09M 0.2% +1,649 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 30,859 $1.01M 0.08% +700 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 29,503 $963K 0.47% -21,638 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 28,536 $931K 0.36% +5,319 13F-HR Timeline EQ LLC More: the full row for EQ LLC 27,493 $897K 0.35% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 20,679 $675K 0.01% -555 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 20,651 $674K <0.01% +480 13F-HR/A Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 20,115 $657K 0.21% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 18,352 $599K 0.03% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 17,764 $580K 0.02% 0 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 17,325 $565K 0.09% -985 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,239 $563K 0.01% +2,301 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 16,907 $562K 0.04% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 17,067 $557K 0.04% -716 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 16,307 $532K 0.22% +306 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,074 $525K <0.01% -15,992 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 16,066 $524K 0.34% -1,012 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,021 $523K 0.01% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 15,707 $513K 0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 15,627 $510K 0.03% -610 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,960 $488K <0.01% -480 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,830 $484K <0.01% +1,183 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 14,576 $476K <0.01% +5,693 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,910 $454K 0.01% -602 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,642 $445K 0.01% -27 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 13,025 $425K <0.01% +6,272 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 12,824 $419K 0.21% -948 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 12,767 $418K 0.11% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,719 $415K 0.01% -4,386 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 12,204 $398K 0.02% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,180 $398K <0.01% +4,974 13F-HR Timeline Group CLG LLC More: the full row for CLG LLC 12,000 $392K 0.12% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 11,840 $386K 0.3% +2,252 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 11,563 $377K 0.1% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,467 $374K <0.01% -2,627 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,227 $366K <0.01% -430 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 11,134 $363K 0.03% -4,635 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,031 $360K 0.05% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,725 $350K <0.01% 0 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 10,630 $347K 0.3% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,612 $346K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,576 $345K 0.05% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 10,493 $342K 0.25% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,215 $333K 0.02% -610 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,021 $327K <0.01% +124 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 9,733 $318K 0.05% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,034 $295K 0.04% +2,156 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 8,797 $287K <0.01% -240 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,695 $284K 0.01% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 8,687 $284K 0.09% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,863 $257K 0.01% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,750 $253K 0.03% +275 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 7,584 $248K 0.17% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,924 $232K 0.05% +209 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,021 $229K 0.01% -9 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,789 $222K 0.02% +159 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,780 $221K <0.01% new 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 6,213 $206K 0.04% -1,125 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,277 $205K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 6,065 $198K 0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 5,255 $172K 0.06% -247 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,077 $166K <0.01% +333 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 4,926 $161K 0.15% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,708 $121K <0.01% +1,203 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,135 $102K <0.01% +318 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,722 $88.8K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,548 $83.2K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,517 $49.5K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,437 $46.9K <0.01% +265 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,317 $43K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,246 $40.7K <0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,500 $34.4K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 933 $30.5K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 923 $30.1K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 890 $29.1K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 663 $21.6K <0.01% +169 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 541 $18K <0.01% 0 13F-HR Timeline Group Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 485 $15.8K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 466 $15K <0.01% +247 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 276 $9.01K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 325 $8.41K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 230 $7.5K <0.01% new 13F-HR/A Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 115 $3.75K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 91 $2.95K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 37 $1.21K <0.01% -4,811 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. 35 $1.14K <0.01% 0 13F-HR Timeline Group 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.