JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,869,136 $225M 0.01% +58,527 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,290,839 $59.3M 4.35% +89,298 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 744,331 $34.2M 0.01% -1,459,382 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 615,885 $28.3M 0.05% +44,339 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 450,990 $20.7M 1.27% +44,614 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 332,333 $15.3M <0.01% +83,101 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 326,085 $15M 2.17% +3,786 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 322,153 $14.7M 0.21% -22,666 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 236,638 $10.9M 0.65% +18,258 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 229,355 $10.5M -679,089 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 164,897 $7.58M 0.01% -4,050 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 131,345 $6.04M 0.01% -89,978 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 110,943 $5.1M <0.01% +74,159 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 87,577 $4.02M 0.01% +1,926 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/ 78,493 $3.61M <0.01% +4,540 13F-HR Timeline Group EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 67,768 $3.11M 2.44% +1,268 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 67,393 $3.1M 0.01% -223,696 13F-HR/A Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 64,944 $2.98M 0.66% -2,591 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 55,916 $2.57M <0.01% +378 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 54,228 $2.49M 0.07% -8,792 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 53,662 $2.47M 0.18% -6,753 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 51,796 $2.38M 0.13% +10,615 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 49,531 $2.23M 0.13% -8,023 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 47,985 $2.2M 0.04% +318 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 46,841 $2.15M 0.72% +483 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 45,166 $2.08M 0.03% +3,804 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 40,733 $1.87M 0.48% +2,167 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 34,391 $1.58M 0.08% -1,047 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,892 $1.56M <0.01% +28,702 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 25,461 $1.17M 0.15% -1,864 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 24,659 $1.13M 0.01% -88,442 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 23,101 $1.06M 0.01% +11,222 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 22,633 $1.04M <0.01% new 13F-HR Timeline Group Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 20,879 $959K 0.4% +2,142 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 19,895 $914K <0.01% -4,812 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 16,678 $766K 0.09% -6,074 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 16,280 $748K 0.29% +2,795 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 14,812 $681K 0.03% -2,522 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,203 $653K <0.01% -59 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,160 $651K <0.01% -2,089 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 13,182 $606K 0.26% -4,556 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,133 $558K 0.08% -32 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 11,775 $541K 0.12% +119 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,878 $500K 0.03% 0 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 10,400 $478K 0.1% 0 13F-HR Timeline Group Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 9,875 $454K 0.34% -222 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/ 9,713 $449K <0.01% -7,358 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 9,067 $417K 0.16% -279 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 8,363 $384K 0.19% -714 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,286 $381K 0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,027 $369K <0.01% -23,958 13F-HR Timeline CARY STREET PARTNERS INVESTMENT ADVISOR… in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS INVESTMENT ADVISORY LLC 7,990 $367K 0.07% -271 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,957 $366K 0.01% +2 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,732 $355K 0.04% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 7,568 $348K 0.07% +241 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 7,401 $340K 0.1% -1,093 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,271 $334K <0.01% -64,594 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,035 $323K <0.01% 0 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,753 $310K <0.01% -845 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,664 $306K 0.02% +46 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,400 $294K 0.02% -6,002 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,136 $282K 0.01% +5 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,131 $282K <0.01% +435 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,992 $275K 0.08% -21,302 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,922 $272K <0.01% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,729 $263K 0.04% -848 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,367 $247K <0.01% +14 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,201 $239K <0.01% +472 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 5,035 $231K 0.35% -17,988 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,004 $230K <0.01% +530 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 4,731 $217K 0.07% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,687 $215K 0.01% -33 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,602 $211K <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,083 $198K 0.23% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,070 $141K 0.02% +210 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,065 $141K 0.03% +79 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,185 $100K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,326 $61K <0.01% +771 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,091 $50.1K <0.01% -985 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 996 $45.8K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 900 $41.4K <0.01% -2,782 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 750 $34.4K 0.18% +136 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 732 $33.1K <0.01% +99 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 537 $24.7K <0.01% -17,457 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 442 $20.3K <0.01% -100 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 385 $17.7K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 360 $16.5K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 325 $14.9K <0.01% -11,832 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 274 $12.6K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 270 $12K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 239 $11K <0.01% -17 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 237 $10.9K <0.01% 0 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 200 $9.19K <0.01% -64 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 165 $7.58K <0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 146 $6.71K <0.01% 0 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 138 $6.33K <0.01% +2 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 136 $6.25K <0.01% +43 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 82 $3.77K <0.01% +2 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 74 $3K <0.01% -2,107 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 65 $2.99K <0.01% +43 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 25 $1.15K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 18 $827 <0.01% -127 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9 $414 <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3 $138 <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3 $138 <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $46 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 0 $3 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.