BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,388,373 $68.2M 0.01% +37,179 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 851,838 $41.9M 0.01% +52,076 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 784,622 $38.6M <0.01% +42,112 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 449,513 $22.1M 0.03% +108,475 13F-HR Timeline Group Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 149,473 $7.35M 6.3% +1,339 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 129,978 $6.39M <0.01% -30,265 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 128,746 $6.33M 0.05% -32,489 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 124,102 $6.1M 0.03% +967 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 118,329 $5.82M +13,725 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 112,893 $5.55M <0.01% +28,568 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 100,447 $4.94M <0.01% +6,503 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 95,741 $4.71M 0.54% -634 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 95,445 $4.69M 3.39% +6,424 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 88,441 $4.35M <0.01% +11,899 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 88,400 $4.35M 0.02% +368 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 83,169 $4.09M <0.01% +6,306 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 82,014 $4.03M 1.09% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 77,875 $3.83M 0.22% -12,200 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 72,777 $3.58M 0.03% -7,424 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 72,486 $3.56M 0.1% +182 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 67,511 $3.32M 0.01% +1,530 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 60,738 $2.99M 0.35% +208 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 56,213 $2.76M 0.01% +52,008 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 55,509 $2.73M <0.01% +32,170 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 53,734 $2.63M <0.01% +13,903 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 50,532 $2.48M <0.01% new 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 52,961 $2.45M 0.39% -371 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 46,738 $2.3M 0.1% +2,997 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 $2.23M <0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 43,262 $2.13M 0.01% -1,371 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 41,199 $2.03M <0.01% -28,483 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 40,843 $2.01M 0.13% -1,719 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 39,677 $1.95M <0.01% +1,985 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 37,763 $1.86M <0.01% -11,288 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,280 $1.83M <0.01% +6,836 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 36,426 $1.79M 0.17% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 36,312 $1.78M <0.01% +29,957 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 36,051 $1.77M 0.34% +8,730 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 35,103 $1.73M 0.41% +2,769 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 34,011 $1.67M <0.01% +5,714 13F-HR/A Timeline Group ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 33,419 $1.64M 0.61% +4,825 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 30,498 $1.5M 0.4% +5,729 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 29,785 $1.46M 0.22% -2,763 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 27,080 $1.33M 0.01% +672 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 22,851 $1.12M 0.02% -15,668 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 20,742 $1.02M 0.2% -768 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,960 $883K <0.01% +2,348 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,931 $881K 0.02% -3,009 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,536 $665K <0.01% +1,577 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,254 $651K 0.02% -5,350 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,990 $540K <0.01% +81 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 10,933 $537K 0.05% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 10,686 $525K 0.16% -4,382 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 9,425 $463K 0.09% -1,044 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 9,404 $462K 0.12% -3,521 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9,027 $444K 0.05% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,739 $380K <0.01% +1,152 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 7,500 $369K 0.11% -265 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 7,270 $357K 0.12% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,034 $346K <0.01% +44 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,000 $344K <0.01% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,717 $330K 0.19% -173 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,541 $321K 0.01% -29 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,300 $310K 0.09% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,233 $306K <0.01% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,047 $297K <0.01% -207 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,843 $287K 0.01% 0 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 5,743 $282K 0.1% -48 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 5,167 $254K 0.02% -801 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 4,700 $231K 0.02% -505 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,557 $222K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,517 $222K <0.01% -487 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,419 $217K 0.09% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,367 $215K 0.03% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 4,298 $211K 0.05% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,350 $202K 0.23% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,846 $140K <0.01% +719 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. 2,793 $137K <0.01% +700 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,250 $111K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,061 $101K <0.01% -504 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 2,000 $98.3K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,775 $86K <0.01% +200 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,257 $61.8K <0.01% +2 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,159 $57K <0.01% +75 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,087 $53.4K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 873 $43K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 750 $36.9K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 620 $30.5K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 592 $29.1K <0.01% +156 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 468 $23K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 382 $18.8K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 345 $17K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 325 $16K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 320 $15.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 313 $15.4K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 200 $9.83K <0.01% 0 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 191 $9.4K <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 170 $8.36K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 156 $7.67K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 136 $6.68K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 116 $5.7K <0.01% -8 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 40 $1.97K <0.01% 0 13F-HR Timeline