JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,810,609 $221M 0.02% +216,884 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,203,713 $102M 0.03% +87,668 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,201,541 $55.5M 4.48% +93,757 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 908,444 $41.9M +47,222 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 571,546 $26.4M 0.07% -14,241 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 406,376 $18.8M 1.33% +195,133 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 344,819 $16M 0.24% -23,932 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 322,299 $14.9M 2.36% +40,351 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 291,089 $13.4M 0.03% -2,737 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 249,232 $11.5M <0.01% +22,123 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 221,323 $10.2M 0.01% -3,471 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 218,380 $10.1M 0.75% +1,907 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 168,947 $7.8M 0.01% -44 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 134,198 $6.19M 0.02% +12,394 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 113,101 $5.22M 0.04% -1,174 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 85,651 $3.95M 0.01% -6,847 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/ 73,953 $3.41M <0.01% -1,444 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 71,865 $3.32M <0.01% -341,043 13F-HR Timeline Group KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 67,535 $3.12M 0.78% -562 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 66,500 $3.07M 2.63% -2,160 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 63,020 $2.91M 0.1% +6,312 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 60,415 $2.79M 0.22% -4,830 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 57,554 $2.66M 0.21% -651 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 55,538 $2.56M <0.01% -9,494 13F-HR Timeline Group MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 55,203 $2.55M 0.3% -3,270 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 47,667 $2.2M 0.05% -8,052 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 46,358 $2.14M 0.91% +772 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 41,362 $1.91M 0.03% +9,956 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 41,181 $1.9M 0.12% -115 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 38,566 $1.78M 0.53% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,784 $1.7M <0.01% -26,948 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 35,438 $1.64M 0.09% -56 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 31,985 $1.48M <0.01% -11,715 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 29,824 $1.38M 0.1% new 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 27,325 $1.26M 0.18% +9,629 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 27,294 $1.26M 0.31% +4,462 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 24,707 $1.14M <0.01% -1,622 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 23,023 $1.06M 1.91% -215 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 22,752 $1.05M 0.14% -15,767 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 18,737 $865K 0.39% -806 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,994 $831K 0.02% -3,700 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 17,738 $819K 0.4% +2,429 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 17,334 $800K 0.04% -4,629 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/ 17,071 $787K <0.01% +15,730 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,249 $750K 0.01% +6,547 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,262 $658K <0.01% -1,434 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 13,485 $623K 0.27% -419 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 12,402 $570K 0.04% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,165 $562K 0.09% +53 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 12,157 $561K 0.1% +8,581 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,879 $548K 0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 11,656 $538K 0.14% -572 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,878 $502K 0.03% +1,023 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 10,400 $480K 0.11% 0 13F-HR Timeline Group Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 10,097 $466K 0.43% -620 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 9,346 $431K 0.17% +342 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 9,077 $419K 0.23% +143 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 8,494 $392K 0.12% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,286 $382K 0.01% -10 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,261 $381K +928 Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,955 $367K 0.02% +2,238 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,598 $351K <0.01% -4 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 7,327 $338K 0.08% +90 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,035 $325K <0.01% -100 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,618 $305K 0.02% +71 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,577 $304K 0.05% -103 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,131 $283K 0.01% +20 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,696 $263K <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,353 $247K <0.01% +9 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,190 $240K <0.01% -44,903 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,182 $239K <0.01% +9 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 5,068 $234K 0.16% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,901 $226K 0.02% -1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,729 $218K <0.01% +475 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,720 $218K 0.02% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 4,653 $215K 0.04% -123 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,602 $212K <0.01% +441 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,474 $207K <0.01% -936 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,682 $170K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,986 $138K 0.03% -113 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,860 $132K 0.02% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,181 $101K <0.01% +2,107 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,185 $101K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,076 $95.8K <0.01% -3 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,342 $61.9K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 633 $29K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 614 $28.4K 0.15% -5 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 581 $26.8K <0.01% -130 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 555 $25.5K <0.01% -85 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 542 $25K <0.01% +229 13F-HR Timeline Group Team Financial Group, LLC More: the full row for Team Financial Group, LLC 430 $19.8K 0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 414 $19.1K 0.01% +4 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 385 $17.8K <0.01% +384 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 360 $16.6K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 274 $12.5K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 264 $12.2K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 270 $12K <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 256 $11.8K <0.01% -3,501 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 WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 197 $9.06K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 146 $6.74K <0.01% 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 145 $6.69K <0.01% 0 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 136 $6.29K <0.01% +1 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 93 $4.29K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 93 $4.29K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 80 $3.69K <0.01% +10 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 25 $1.15K <0.01% -60 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 22 $995 <0.01% -2,228 13F-HR/A Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9 $415 <0.01% -1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $46 <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1 $26 <0.01% 0 13F-HR/A Timeline Group 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.