MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 917,386 $26.4M <0.01% -474,632 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 856,235 $24.7M <0.01% -871,638 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 802,159 $23.1M 0.01% -764,048 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 665,796 $19.2M -1,645,051 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 547,345 $15.8M 0.04% -103,349 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 526,843 $15.2M <0.01% -23,811 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 518,353 $14.9M 3.47% +16,251 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 435,691 $12.6M <0.01% -85,105 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 368,402 $10.6M 0.02% -135,860 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 356,420 $10.3M 0.01% -260,416 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 286,429 $8.25M <0.01% -553,113 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 263,892 $7.61M 0.56% -12,209 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 246,942 $7.12M 0.53% -11,789 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 222,911 $6.42M <0.01% -134,727 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 184,594 $5.32M 0.39% -29,187 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 165,805 $4.78M 0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 165,599 $4.77M 0.01% -432,615 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 164,741 $4.75M +18,859 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 163,442 $4.71M 0.01% +2,276 13F-HR Timeline Group HEMMING& WEALTH MANAGEMENT, INC. More: the full row for HEMMING& WEALTH MANAGEMENT, INC. 110,769 $3.19M 2.18% 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 98,545 $2.84M 2.1% -5,742 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 88,489 $2.55M 1.22% -559,451 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 87,555 $2.52M <0.01% +58,844 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 80,704 $2.33M 1.32% -15,299 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 77,631 $2.24M 0.22% -645,459 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 73,325 $2.11M <0.01% +16,107 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 70,556 $2.11M -72,739 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 53,901 $1.55M <0.01% -103,596 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 51,924 $1.5M 0.06% -64,792 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 50,120 $1.44M <0.01% -21,612 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 36,565 $1.05M <0.01% -1,137 13F-HR/A Timeline Group MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 32,290 $931K 0.68% +1,100 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 27,016 $779K 0.03% -81,527 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,212 $640K <0.01% +8,681 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 21,876 $630K <0.01% -3,953 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 20,595 $594K 0.03% -98,860 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,561 $535K <0.01% -70 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 17,106 $493K 0.03% -36,096 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 16,970 $489K 0.07% -368 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,901 $458K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,356 $414K 0.01% +2,213 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,213 $381K <0.01% -468 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 13,108 $378K 0.1% 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,644 $336K 0.01% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 11,288 $325K 0.01% -5,741 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,113 $320K 0.01% -168 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,884 $285K <0.01% -73,082 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 9,187 $265K 0.15% +131 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,922 $258K 0.01% -690 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,793 $253K <0.01% +71 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,534 $246K <0.01% -30,437 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,376 $241K 0.02% -4,057 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,957 $229K <0.01% +1,580 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 7,592 $219K 0.04% new 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 7,137 $218K 0.06% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,175 $207K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6,637 $202K 0.03% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 6,116 $176K <0.01% -844 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,407 $156K <0.01% -264,298 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,074 $146K <0.01% +54 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,928 $142K <0.01% -2,634 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,734 $136K 0.01% +500 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,000 $86.5K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,815 $81.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,704 $77.9K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,032 $58.6K <0.01% -340 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,610 $46K 0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,332 $38.4K 0.03% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,100 $31.7K <0.01% 0 13F-HR Timeline Group Imprint Wealth LLC More: the full row for Imprint Wealth LLC 972 $28K 0.13% -2,956 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 950 $27.4K <0.01% -2,430 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 910 $26.2K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 747 $21.5K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 498 $14K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 468 $13.5K <0.01% +6 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 401 $11.6K <0.01% -10,596 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 317 $9.14K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 276 $7.96K <0.01% +4 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 181 $5.21K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 163 $4.7K <0.01% -204 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 150 $4.32K <0.01% -496 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 147 $4.24K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 144 $4.15K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 143 $4.12K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 100 $3K <0.01% new 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 103 $2.97K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 85 $2.54K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 51 $1.47K <0.01% -13 13F-HR Timeline