JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 56,351,934 $4.39B 0.26% +689,868 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,592,169 $280M 1.37% +1,276,418 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,152,664 $246M 0.01% +523,898 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/ 674,220 $52.6M <0.01% +22,993 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 651,197 $50.8M 0.37% +34,145 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 639,845 $50M 2.05% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 478,595 $37.4M 0.02% -309,710 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 432,921 $33.8M 0.06% -5,629 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 401,910 $31.4M 0.03% +18,089 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 397,402 $31M 0.04% +37,599 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 343,632 $26.8M 0.42% +3,231 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 327,698 $25.6M 0.02% +122,944 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 285,017 $22.3M 0.01% +8,264 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 278,932 $21.8M 0.67% +18,778 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 241,823 $18.9M 0.22% +13,314 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 220,104 $17.2M 0.64% +26,027 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 211,412 $16.5M 1.48% +4,148 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 158,475 $12.4M 0.01% +49,106 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 157,564 $12.3M 4.42% +9,232 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 154,638 $12.1M 9.67% +3,097 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 151,498 $11.8M 0.01% -7,109 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 124,747 $9.74M 0.58% -101,201 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 120,618 $9.42M 0.46% +10,420 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 114,993 $8.98M <0.01% +9,090 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 109,044 $8.51M <0.01% -49,182 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 95,010 $7.42M 0.07% -91,356 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 93,740 $7.32M 5.5% +2,456 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 88,940 $6.94M 0.01% +17,061 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 82,629 $6.45M 0.16% +1,340 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 64,109 $5.01M 1.11% -1,274 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 63,512 $4.96M <0.01% +14,618 13F-HR Timeline Group MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 62,499 $4.88M 2.08% -5,973 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 59,060 $4.61M 1.72% -1,289 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 52,854 $4.13M <0.01% +6,542 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 51,074 $3.99M 0.04% -4,398 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 48,093 $3.76M <0.01% +9,929 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 44,288 $3.46M 1.58% -611 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 40,808 $3.19M 0.01% -2,699 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 28,899 $2.26M 1.3% -434 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,491 $1.91M <0.01% +4,699 13F-HR/A Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 21,735 $1.7M 0.02% +4,734 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20,870 $1.63M 0.03% -7,491 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 19,759 $1.54M 0.39% -305 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 19,072 $1.49M 0.19% -137 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 18,831 $1.47M 1.04% +243 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,738 $1.46M 0.01% -3,320 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 17,198 $1.34M 0.25% +7 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,077 $1.26M 0.04% -183 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,219 $1.19M 0.01% +11,101 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 15,013 $1.17M 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,406 $1.12M 0.01% +9,549 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 14,331 $1.12M 0.2% -166 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,627 $908K <0.01% -97 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 9,804 $766K 0.02% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,450 $738K <0.01% -572 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,107 $711K <0.01% new 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 8,417 $657K 0.03% -41 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,883 $616K 0.12% +83 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,858 $614K 0.02% +4 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,787 $608K 0.01% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 7,535 $588K 0.44% -103 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,375 $576K 0.01% -150 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,998 $547K 0.01% +229 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,637 $518K 0.09% +86 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,463 $505K 0.29% +244 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,369 $497K 0.01% -171 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,220 $486K <0.01% +2,213 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 6,050 $472K 0.2% -3,905 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,490 $429K 0.06% -451 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,693 $366K <0.01% +1,534 13F-HR Timeline Group MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 4,445 $347K 0.17% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,857 $301K <0.01% +733 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,830 $299K <0.01% -1,018 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,798 $298K <0.01% -317 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,732 $291K 0.02% -122 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,693 $289K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,634 $284K <0.01% -275 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,412 $266K 0.03% -16 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,193 $249K <0.01% +302 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,174 $248K <0.01% +340 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,119 $244K <0.01% -1,834 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,091 $241K 0.01% -61 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 3,061 $239K <0.01% -150 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,054 $238K 0.01% +31 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,917 $228K <0.01% -1,341 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,859 $223K 0.07% -14,718 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,587 $202K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,308 $180K <0.01% +575 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,487 $116K <0.01% -3,833 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,304 $102K 0.02% +18 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,116 $87.1K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,091 $84.6K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 983 $78K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 873 $68.2K <0.01% -4 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 819 $63.9K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 657 $51.3K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 470 $36.7K <0.01% -585 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 449 $35.1K <0.01% 0 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 437 $34.1K 0.01% +4 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 397 $31K <0.01% -60 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 266 $20.8K <0.01% -118 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 260 $20.3K <0.01% +207 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 183 $14.3K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 152 $11.8K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 143 $11.2K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 139 $10.9K 0.06% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $7.81K <0.01% -2 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 77 $6.01K <0.01% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 70 $5.49K <0.01% -15 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 70 $5.47K <0.01% 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 58 $4.53K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 53 $4.14K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 41 $3.2K <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 19 $1.48K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 17 $1.29K <0.01% +1 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 9 $703 <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 9 $703 <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. 4 $312 <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $78 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $39 <0.01% -17 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 0 $13 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.