BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 12,470,334 $448M 0.03% +9,106,808 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,827,274 $281M 0.01% +3,266,231 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,278,989 $45.9M 0.01% +677,637 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,117,145 $40.1M 0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 922,930 $33.1M 0.05% +59,328 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 741,400 $26.6M 0.01% +15,836 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 610,386 $21.9M <0.01% +112,074 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 570,340 $20.5M <0.01% -1,431 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 522,151 $18.7M 0.18% -5,045 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 434,685 $15.6M <0.01% +424,672 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 421,298 $15.1M 0.02% -16,099 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 381,239 $13.7M 0.02% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 191,680 $6.88M 0.03% -1,791 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 161,610 $5.8M 0.01% -30,733 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 137,368 $4.93M <0.01% +72,053 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 132,372 $4.75M 0.13% -14,459 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 119,446 $4.29M <0.01% -597 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 107,486 $3.86M 0.03% +106,885 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 106,299 $3.82M 0.01% +16,115 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 88,582 $3.18M <0.01% +37,740 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 81,767 $2.94M 0.01% -1,741 13F-HR/A Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 77,498 $2.78M <0.01% +66,832 13F-HR Timeline Group TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 75,567 $2.71M 0.91% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 75,331 $2.7M <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 65,525 $2.35M 0.04% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 61,547 $2.21M 0.19% -30 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 60,472 $2.17M 0.01% +10,994 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 56,225 $2.02M 0.01% +53,386 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 54,002 $1.94M 0.48% +1,002 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 52,797 $1.89M <0.01% +11,365 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 52,244 $1.88M <0.01% +45,022 13F-HR Timeline Group KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 49,927 $1.79M 0.02% -8,811 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 48,795 $1.75M 0.11% +639 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 50,163 $1.74M 0.27% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 44,833 $1.61M <0.01% +36,873 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 39,850 $1.43M <0.01% +305 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 39,233 $1.41M <0.01% -3,082 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 31,573 $1.13M 0.17% -109 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 28,334 $1.02M <0.01% +289 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 27,313 $980K 0.09% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 26,020 $934K 0.13% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 25,947 $931K 0.04% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 25,184 $904K 0.06% +45 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,585 $811K <0.01% -3,321 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 21,982 $789K 0.01% -2,091 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 17,674 $634K <0.01% +7,801 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 17,156 $616K 0.01% -6,516 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 16,607 $596K <0.01% +49 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,412 $553K 0.01% -1,263 13F-HR Timeline Group 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 15,118 $543K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,782 $531K <0.01% +7,993 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,535 $486K 0.01% +40 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,973 $430K <0.01% +9,419 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 11,862 $426K 0.06% -1,049 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,625 $417K 0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 11,186 $401K 0.06% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 10,998 $395K 0.02% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 10,855 $390K 0.21% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,370 $372K <0.01% -17,840 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 9,786 $351K <0.01% +1,074 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,770 $351K <0.01% +15 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 9,618 $345K 0.2% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,994 $323K <0.01% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 8,973 $323K 0.07% 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 8,859 $318K 0.06% -508 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,155 $291K 0.02% new 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 7,841 $281K 0.15% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,424 $266K 0.01% -2,043 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,119 $256K 0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,972 $250K <0.01% 0 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 6,894 $247K 0.09% +10 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,702 $241K 0.01% +7 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,532 $234K <0.01% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,532 $234K <0.01% +1 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 6,344 $228K 0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,226 $223K <0.01% +8 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,927 $213K <0.01% -673 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,853 $210K <0.01% -199 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,564 $200K <0.01% -218 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,757 $98.9K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,471 $88.7K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,356 $84.5K <0.01% -44 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,309 $82.9K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,130 $76.4K <0.01% -316 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,010 $72.1K 0.04% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,809 $64.9K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,687 $60.5K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,285 $46.2K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,122 $40.3K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 836 $30K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 753 $27K <0.01% +2 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 646 $23.2K <0.01% +2 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 537 $19.3K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 499 $17.9K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 358 $12.8K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 344 $12.3K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 183 $6.56K <0.01% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 96 $3.43K <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 30 $1.08K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22 $790 <0.01% -1,358 13F-HR Timeline