BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,351,194 $62.6M 0.01% -95,233 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 799,762 $37.1M 0.01% +199,660 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 742,510 $34.4M <0.01% +1,462 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 341,038 $15.8M 0.02% +109,604 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 161,235 $7.47M 0.08% +14 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 160,243 $7.42M <0.01% +3,249 13F-HR Timeline Group Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 148,134 $6.86M 6.47% 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 142,711 $6.61M 0.01% new 13F-HR/A Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 123,135 $5.71M 0.03% -18,723 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 104,604 $4.85M +6,428 Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 103,028 $4.77M 0.18% +1,983 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 96,375 $4.47M 0.55% +1,645 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 93,944 $4.35M <0.01% +10,712 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 90,075 $4.17M 0.26% -6,384 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 89,021 $4.12M 3.33% +76,786 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 88,032 $4.08M 0.03% -1,975 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 84,325 $3.91M <0.01% -5,023 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 80,201 $3.72M 0.03% -429 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 76,863 $3.56M 0.01% +3,016 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 76,542 $3.55M <0.01% +3,736 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 72,304 $3.35M 0.1% -95 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 69,682 $3.23M 0.01% new 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 65,981 $3.06M 0.01% +2,008 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 60,530 $2.82M 0.37% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 49,051 $2.27M 0.01% -4,080 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 53,332 $2.26M 0.38% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 45,378 $2.1M <0.01% -1,687 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 44,633 $2.07M 0.01% -478 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 43,741 $2.03M 0.09% +585 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 42,562 $1.97M 0.14% -1,663 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 39,831 $1.85M <0.01% +16,346 13F-HR/A Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 38,519 $1.78M 0.03% -3,542 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 37,692 $1.75M <0.01% +9,526 13F-HR/A Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 36,426 $1.69M 0.16% +2,624 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 32,548 $1.51M 0.25% -1,116 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 32,334 $1.5M 0.4% +8,747 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 30,773 $1.43M 0.14% -28 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 30,444 $1.41M <0.01% +6,924 13F-HR Timeline Group ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 28,594 $1.32M 0.54% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 28,297 $1.31M <0.01% +27,777 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 27,321 $1.27M 0.27% +7,895 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 26,408 $1.22M <0.01% +4,801 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 24,769 $1.15M 0.34% +4,934 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 23,339 $1.08M <0.01% +6,925 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 21,510 $997K 0.21% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,940 $970K 0.03% +20,362 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 18,604 $862K 0.02% +1,259 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,855 $781K <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,612 $723K <0.01% -1,637 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 15,068 $698K 0.21% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 12,925 $599K 0.18% -132 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,959 $554K <0.01% -234 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 10,933 $507K 0.05% -920 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,909 $505K <0.01% +4,055 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 10,469 $485K 0.1% -3,583 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 9,700 $449K 0.39% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 8,813 $408K 0.15% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,920 $367K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 7,765 $360K 0.12% -547 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 7,270 $337K 0.1% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,000 $324K <0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,990 $324K <0.01% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,890 $319K 0.21% -595 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,587 $305K <0.01% -938 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,570 $304K 0.01% -210 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,355 $294K <0.01% +487 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,300 $292K 0.09% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,254 $290K <0.01% -415 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,233 $289K <0.01% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 5,968 $277K 0.03% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,843 $271K 0.02% 0 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 5,791 $268K 0.1% new 13F-HR Timeline Group LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 5,205 $241K 0.02% -125 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,004 $232K <0.01% +33 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,557 $212K <0.01% new 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,419 $205K 0.09% new 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 4,371 $203K <0.01% -1,252 13F-HR Timeline Group Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,350 $202K 0.23% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,205 $195K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,565 $119K <0.01% +1,202 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,250 $104K <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 2,127 $98.6K <0.01% +166 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,093 $97K <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 2,000 $92.7K 0.02% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,575 $73K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,255 $58.2K <0.01% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,087 $50.4K <0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,084 $50.2K <0.01% -90 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 620 $28.7K <0.01% -344 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 468 $21.7K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 436 $20.2K <0.01% +6 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 382 $17.7K <0.01% +1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 345 $16K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 325 $15.1K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 320 $14.8K <0.01% -9 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 200 $9.27K <0.01% 0 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 190 $8.79K <0.01% +4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 170 $7.88K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 156 $7.23K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 124 $5.75K <0.01% -529 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 40 $1.85K <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.