JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 55,166,849 $3.72B 0.26% -224,026 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,127,058 $144M 0.01% -1,522,372 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,866,207 $126M 1.26% +221,145 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,766,430 $119M 1.72% +937,560 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 878,925 $59.3M 0.02% +248,773 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 743,692 $50.2M 0.13% +31,617 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 566,391 $38.2M 0.01% +56,121 13F-HR Timeline Group KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 504,471 $34.1M 9.85% +37,306 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 490,251 $32.8M 0.06% +23,685 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 445,104 $30M 0.7% +17,067 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/ 422,504 $28.5M <0.01% -556,403 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 408,701 $27.6M 1.05% +105,347 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 391,319 $26.4M 0.26% +82,455 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 388,804 $26.2M 0.04% +83,241 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 370,316 $25M 0.95% +38,821 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 328,196 $22.2M 0.05% +35,355 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 186,919 $12.4M 0.2% +174,870 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 181,177 $12.2M 0.03% -35,655 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 179,232 $12.1M 0.76% +12,506 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 174,476 $11.8M 1.3% +24,678 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 155,434 $10.5M 10.24% -880 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 136,061 $9.18M 0.01% +131,178 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 121,602 $8.21M 0.03% +69,149 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 117,693 $7.94M 0.02% +18,346 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 117,234 $7.91M 0.02% +11,260 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 89,890 $6.07M 1.15% +7,947 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 89,800 $6.06M 0.35% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 89,738 $6.06M 0.4% +13,457 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 76,339 $5.15M 4.41% +5,270 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 74,682 $5.04M 3.38% +5,793 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 73,890 $4.99M 2.9% -10,473 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 67,537 $4.56M 2.32% -12,225 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 65,735 $4.44M 0.04% +3,237 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 50,746 $3.42M <0.01% +10,967 13F-HR/A Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 44,430 $3M <0.01% +19,321 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 42,575 $2.87M 1.75% -3,024 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 39,303 $2.65M 0.01% +2,185 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 33,502 $2.26M 0.06% -1,386 13F-HR Timeline Group Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 30,102 $2.03M 1.07% -9,522 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 29,724 $2.01M <0.01% -29,403 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 29,066 $1.96M <0.01% +14,628 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 27,632 $1.87M 0.05% -928 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 24,347 $1.64M 0.06% +2,545 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 23,969 $1.62M 0.34% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 23,613 $1.59M 0.38% -668 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 23,070 $1.56M <0.01% +5,622 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 22,868 $1.54M 0.04% -23,480 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 21,000 $1.42M <0.01% +20,996 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 19,632 $1.33M 0.17% -555 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 18,868 $1.27M 0.25% -1,881 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 17,387 $1.17M 0.03% -97,196 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 16,126 $1.11M 0.36% +380 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 16,356 $1.09M 0.49% +229 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 14,735 $995K 0.16% -604 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 14,213 $947K 0.16% +1,282 13F-HR/A Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 13,364 $902K 0.13% -1,009 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,951 $876K <0.01% -431 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 11,659 $787K 0.41% +2,240 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,427 $771K 0.02% +3,053 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,885 $735K 0.03% -728 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,764 $727K <0.01% +3,608 13F-HR Timeline Group CARY STREET PARTNERS INVESTMENT ADVISOR… in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS INVESTMENT ADVISORY LLC 9,987 $674K 0.33% +898 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,375 $633K 0.01% -393 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,188 $620K <0.01% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,006 $608K <0.01% +3,631 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 8,792 $593K 0.16% +1,142 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 8,742 $590K 0.79% +2,437 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 7,769 $524K 0.23% +719 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,684 $519K 0.02% +624 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,650 $516K 0.13% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,714 $453K 0.03% +964 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,294 $357K <0.01% +898 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 5,079 $336K 0.02% -79 13F-HR/A Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,265 $288K 0.19% +1,256 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,693 $249K 0.01% -858 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 3,592 $242K <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,575 $241K 0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,490 $236K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,320 $224K <0.01% +2,306 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,317 $224K <0.01% new 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,108 $210K 0.03% -9,580 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 2,988 $202K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,848 $192K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,422 $163K 0.02% +565 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,752 $118K 0.01% +157 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,748 $118K <0.01% +887 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,695 $114K <0.01% -74 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,687 $114K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,116 $75.3K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,044 $70.5K 0.01% -315 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 924 $62.4K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 830 $56K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 696 $47K 0.12% +29 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 423 $28.6K <0.01% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 383 $25.9K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 367 $24.8K <0.01% +33 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 324 $21.9K 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 284 $19.2K <0.01% +4 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 266 $18K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 217 $14.6K <0.01% +51 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 152 $10.2K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 118 $7.96K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 98 $6.62K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 78 $5.26K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 77 $5.2K <0.01% +26 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 71 $4.79K <0.01% 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 19 $1.28K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 19 $1.28K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 6 $405 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $68 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.