JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 55,390,875 $3.41B 0.26% -3,913,663 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,649,430 $224M 0.02% +2,000,702 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,645,062 $101M 1.18% +238,257 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/ 978,907 $60.2M 0.01% +419,241 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 828,870 $51M 1.31% +80,333 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 712,075 $43.8M 0.12% -8,919 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 630,152 $38.8M 0.02% +224,342 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 510,270 $31.4M +83,328 Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 467,165 $28.7M 8.98% +15,413 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 466,566 $28.7M 0.06% +423,422 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 428,037 $26.3M 0.68% +63,643 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 331,495 $20.4M 0.88% -435 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 308,864 $19M 0.22% +57,117 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 305,563 $18.8M 0.04% +132,211 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 303,354 $18.7M 0.77% +6,879 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 292,841 $18M 0.05% -41,982 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 216,832 $13.3M 0.03% +36,683 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 166,726 $10.3M 0.69% +108,905 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 156,314 $9.61M 10.16% +53,905 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 149,798 $9.21M 1.1% +5,667 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 135,482 $8.33M 0.01% -1,394,048 13F-HR/A Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 114,583 $7.05M 0.14% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 105,974 $6.52M 0.02% +12,209 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 99,347 $6.11M 0.02% +17,924 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 89,800 $5.52M 0.35% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 84,363 $5.19M 3.05% -24,212 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 81,943 $5.04M 1.13% +7,689 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 79,762 $4.91M 2.79% -67 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 77,886 $4.79M 0.39% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 76,281 $4.69M 0.35% +8,336 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 71,069 $4.37M 3.81% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 68,889 $4.24M 3.15% +5,102 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 62,498 $3.84M 0.05% +12,326 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 59,127 $3.64M <0.01% -595 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 52,453 $3.23M 0.01% +22,931 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 46,348 $2.85M 0.04% +21,076 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 45,599 $2.8M 1.87% +4,664 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 39,779 $2.45M <0.01% +16,944 13F-HR/A Timeline Group Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 39,624 $2.44M 1.35% -6,666 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,118 $2.28M 0.01% +8,324 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 34,888 $2.15M 0.06% -3,673 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 28,560 $1.76M 0.05% -2,879 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 25,109 $1.54M <0.01% +16,984 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 24,281 $1.49M 0.39% -4,463 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 21,802 $1.34M 0.06% +3,979 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 20,749 $1.28M 0.27% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 20,187 $1.24M 0.17% -51 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 19,507 $1.2M <0.01% new 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,448 $1.07M <0.01% +2,948 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 16,127 $991K 0.43% +416 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 15,746 $953K 0.43% +4,478 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 15,339 $943K 0.17% +613 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,438 $888K <0.01% -110,465 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 14,373 $884K 0.14% -2,349 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,382 $823K <0.01% -3,092 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 12,931 $821K 0.16% +3,530 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,688 $780K 0.15% +1,476 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,049 $741K 0.01% +7,010 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,613 $714K 0.04% +43 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,768 $601K 0.02% +537 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 9,419 $579K 0.34% -795 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 9,089 $559K -188 Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,374 $515K 0.02% +156 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,650 $471K 0.12% -1,100 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,650 $471K 0.14% -1,307 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,156 $440K <0.01% -623 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,060 $434K 0.02% -1,046 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 7,050 $434K 0.21% +135 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 6,305 $388K 0.59% +2,777 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,750 $354K 0.03% -630 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,375 $331K <0.01% +282 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 5,158 $317K 0.03% -958 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,883 $300K <0.01% -77,018 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,551 $280K 0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,396 $270K <0.01% -18,533 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,009 $185K 0.14% +312 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,627 $161K 0.06% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,857 $114K 0.01% +672 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,769 $109K <0.01% -23 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,595 $98.1K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,359 $83.6K 0.02% -27 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,116 $68.6K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,014 $62.4K <0.01% -66 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 924 $56.8K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 861 $53K <0.01% +3 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 805 $49.5K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 667 $41K 0.13% -38 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 383 $23.6K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 342 $21.1K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 334 $20.5K <0.01% +168 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 324 $20.5K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 280 $17.2K <0.01% +1 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 266 $16.8K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 195 $12K <0.01% +5 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 166 $10.2K <0.01% +138 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 98 $6.03K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 83 $5.16K <0.01% new 13F-HR/A Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 78 $4.8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 51 $3.14K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 44 $2.71K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 43 $2.65K <0.01% +20 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 19 $1.17K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 6 $370 <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4 $246 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $62 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -3,944 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.