JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,290,150 $108M 0.01% +200,915 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,010,708 $47.5M 0.01% +4,653 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 973,990 $45.8M <0.01% +86,326 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 623,300 $29.3M <0.01% +188,658 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 470,515 $22.1M 0.03% +9,551 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 410,340 $19.3M 0.05% +44,288 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 377,766 $17.8M 0.01% +57,572 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 354,531 $16.7M <0.01% -108,119 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 295,973 $13.9M 0.27% -245,183 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 265,700 $12.5M 0.51% +138,700 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 189,763 $8.92M 0.02% +6,597 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 144,916 $6.81M 0.01% +4,404 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 112,704 $5.3M 0.62% +9,343 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 112,544 $5.29M 1.46% -2,475 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 102,547 $4.82M 2.19% +96,830 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 100,737 $4.73M 0.01% +17,746 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 99,737 $4.69M <0.01% +84,759 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 96,385 $4.53M 0.09% +2,181 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 86,453 $4.06M <0.01% +11,962 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 84,804 $3.96M 0.04% +22,156 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 62,641 $2.94M <0.01% +9,926 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 52,469 $2.47M 0.15% +1,283 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 45,500 $2.14M 1.41% -698 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 42,340 $1.99M 1.34% -170 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 41,580 $1.95M 0.24% -61,906 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 35,288 $1.66M <0.01% +1,218 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 32,043 $1.51M 0.01% +6,096 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 31,527 $1.48M 0.17% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 30,213 $1.42M 0.03% -189 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 27,745 $1.3M 0.57% +8,410 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 27,150 $1.28M 0.09% -3,819 13F-HR Timeline Group MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 26,740 $1.26M 0.67% +1,260 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 24,025 $1.13M <0.01% +1,144 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 23,773 $1.12M 0.02% +14,016 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 22,372 $1.05M 0.03% +3,922 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 18,434 $866K 0.01% +639 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15,402 $724K 0.09% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,093 $709K <0.01% -93,341 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,139 $618K <0.01% -31,618 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,206 $574K <0.01% +2,555 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,046 $566K 0.02% +6,571 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 11,981 $563K 0.01% -60 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 11,697 $550K 0.02% +15 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 10,623 $499K 0.1% new 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 10,555 $496K 0.43% +141 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,322 $485K <0.01% -100 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. 9,536 $448K 0.01% +1,290 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. 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More: the full row for von Borstel & Associates, Inc. 6,278 $292K 0.04% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 5,795 $272K 0.02% +11 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,558 $261K <0.01% -366 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,493 $258K 0.01% +815 13F-HR/A Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 5,387 $255K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,323 $250K <0.01% -1,978 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,151 $242K <0.01% +169 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,148 $242K 0.01% +620 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,037 $237K 0.04% +520 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,796 $225K <0.01% -739 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,601 $169K 0.04% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,463 $163K <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,061 $144K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,997 $93.9K 0.01% +48 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,973 $92.7K <0.01% +1,248 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,722 $80.9K <0.01% +1,722 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,467 $68.9K <0.01% +1,402 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,449 $68.1K 0.04% +110 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,417 $66.6K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,366 $64.2K 0.01% +346 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,061 $49.9K <0.01% +198 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 957 $44.9K <0.01% new 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 775 $36.2K 0.04% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 760 $35.7K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 691 $32.3K <0.01% +70 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 555 $26.1K <0.01% +2 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 474 $22.3K <0.01% -26 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 398 $18.7K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 388 $18.3K 0.04% -224 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 375 $17.6K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 322 $15.1K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 255 $12K <0.01% +4 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 196 $9.21K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 156 $7.35K <0.01% +2 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 100 $4.7K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 95 $4.44K <0.01% -3,499 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 92 $4.33K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 92 $4.32K <0.01% -120 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 85 $4K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 40 $1.87K <0.01% +1 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 32 $1.5K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4 $188 <0.01% +1 13F-HR Timeline