BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 935,756 $26.6M <0.01% +79,521 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 916,096 $26M <0.01% -1,290 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 535,009 $15.2M 2.95% +16,656 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 508,985 $14.5M <0.01% -293,174 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 467,005 $13.3M 0.04% -80,340 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 436,985 $12.4M -228,811 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 370,199 $10.5M <0.01% -156,644 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 346,581 $9.54M <0.01% +60,152 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 319,293 $9.08M 0.01% -37,127 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 285,103 $8.11M 0.55% +38,161 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 280,684 $7.98M 0.01% +258,472 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 256,023 $7.91M 0.54% -7,869 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 196,726 $5.59M <0.01% -26,185 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 162,479 $4.62M 0.01% -963 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 162,358 $4.62M 0.01% -206,044 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 158,473 $4.51M 0.01% -7,332 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 153,309 $4.36M -11,432 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 142,824 $4.06M <0.01% -292,867 13F-HR/A Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 131,716 $3.75M 0.12% +104,700 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 111,493 $3.08M <0.01% +38,168 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 102,499 $2.91M <0.01% -63,100 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 81,055 $2.3M 1.7% -17,490 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 77,313 $2.2M 0.22% -318 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 75,328 $2.14M 1.23% -5,376 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 49,788 $1.42M 0.05% -2,136 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 49,420 $1.41M 0.66% -39,069 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 44,885 $1.28M 0.28% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 38,718 $1.16M -31,838 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 35,753 $1.02M <0.01% -812 13F-HR Timeline Group MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 32,341 $919K 0.68% +51 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,779 $875K <0.01% -23,122 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 25,471 $724K <0.01% -62,084 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 23,529 $669K 0.05% -161,065 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 22,595 $642K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 21,446 $610K <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 21,044 $598K <0.01% +2,483 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 19,434 $553K 0.03% -1,161 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 18,469 $525K 0.08% +1,499 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,901 $452K <0.01% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 12,992 $369K 0.01% +5,817 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,787 $335K 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,743 $334K <0.01% -1,470 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,901 $310K 0.01% -212 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,087 $287K 0.01% -1,557 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,831 $271K 0.01% +909 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8,651 $266K 0.04% +2,014 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,233 $262K <0.01% -40,887 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 9,193 $261K 0.13% +6 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,722 $248K <0.01% -71 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 7,592 $216K 0.04% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 7,488 $213K 0.08% new 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 7,142 $205K 0.06% +5 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 5,814 $165K 0.05% -7,294 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,474 $156K <0.01% -642 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,240 $149K <0.01% -167 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,852 $138K 0.01% +118 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,182 $119K <0.01% -892 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,000 $85.3K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,815 $80K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,704 $76.9K <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 2,149 $61.1K <0.01% -5,808 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,776 $50.5K <0.01% -256 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,597 $45.4K <0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,332 $37.9K 0.03% 0 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 $31.3K <0.01% 0 13F-HR Timeline Group Imprint Wealth LLC More: the full row for Imprint Wealth LLC 972 $27.6K 0.13% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 910 $25.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 747 $21.2K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 722 $20.5K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 716 $20.4K <0.01% new 13F-HR Timeline Group 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 $13.3K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 401 $11.4K <0.01% 0 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 349 $9.92K <0.01% +298 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 317 $9.01K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 276 $7.85K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 237 $6.74K <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 196 $5.57K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 163 $4.63K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 150 $4.26K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 147 $4.18K <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 $4.09K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 143 $4.07K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 103 $2.93K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 85 $2.44K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 32 $910 <0.01% -68 13F-HR Timeline Group