BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,590,394 $86M 0.01% +173,759 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 961,135 $52M <0.01% +134,693 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 913,699 $49.4M 0.01% +133,722 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 325,692 $17.6M 0.02% -73,303 13F-HR Timeline Group TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 267,965 $14.5M 1.86% new 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 183,302 $9.91M 2.66% +43,854 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 163,440 $8.84M 0.02% +6,981 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 161,560 $8.74M 0.02% +67,740 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 161,160 $8.72M <0.01% +139,795 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 151,481 $8.19M 0.04% +25,831 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 144,758 $7.83M 7.5% -2,965 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 126,094 $6.82M <0.01% +45,822 13F-HR/A Timeline Group Madrid Financial Services More: the full row for Madrid Financial Services 123,955 $6.7M 3.96% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 122,381 $6.62M <0.01% +17,636 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 118,706 $6.42M +211 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 114,317 $6.18M 0.05% -5,525 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 100,503 $5.44M 0.59% +1,483 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 97,500 $5.27M 3.08% +9,808 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 96,030 $5.19M <0.01% +2,879 13F-HR Timeline Group Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 86,149 $4.66M 1.25% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 86,082 $4.66M 0.02% +213 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 83,596 $4.52M 0.01% +17,140 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 78,851 $4.27M 0.43% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 72,621 $3.93M 0.1% +785 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 72,419 $3.92M <0.01% new 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 71,389 $3.86M 0.04% -2,876 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 70,605 $3.82M 0.01% +1,958 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 70,252 $3.8M 0.2% -4,405 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 68,224 $3.69M 0.01% +6,658 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 62,210 $3.36M 0.58% +19,467 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 60,953 $3.33M 0.03% +60,633 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 59,689 $3.23M 0.07% +34,650 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 55,721 $3.01M <0.01% +15,515 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 53,510 $2.89M 0.12% +835 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 47,717 $2.58M <0.01% +3,232 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 46,132 $2.5M 0.55% +6,049 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 45,365 $2.45M 0.01% +1,774 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 43,765 $2.37M 0.6% +12,529 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 43,272 $2.34M <0.01% -2,000 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 42,143 $2.28M 0.04% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 41,562 $2.25M +38,952 Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 43,086 $2.22M 0.34% -10,874 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 38,649 $2.09M 0.12% -723 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 39,858 $2.09M <0.01% +2,085 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 37,800 $2.04M 0.2% +1,374 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 37,441 $2.03M <0.01% -99 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 35,455 $1.87M <0.01% +6,923 13F-HR/A Timeline Group ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 31,858 $1.72M 0.62% +3,762 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 30,508 $1.65M 0.18% -28,107 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 30,002 $1.62M 0.22% +422 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 27,948 $1.51M <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 27,875 $1.51M <0.01% -60,351 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 22,595 $1.22M 0.04% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 21,673 $1.17M 0.01% +8,077 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 19,378 $1.05M 0.2% -400 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 18,164 $982K 0.02% -695 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,805 $801K 0.02% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 14,004 $757K 0.01% -4,004 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 13,120 $710K 0.17% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,631 $683K <0.01% -6,982 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,953 $674K 0.02% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 12,400 $671K 0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,854 $641K <0.01% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 11,404 $617K 0.19% +2,091 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 10,933 $591K 0.05% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 10,686 $578K 0.15% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,270 $555K <0.01% -866 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 9,860 $533K 0.12% +2,325 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,692 $524K 0.02% +4,887 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 9,327 $505K 0.1% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8,396 $454K 0.05% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 7,980 $432K 0.02% -2,094 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,411 $401K <0.01% new 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 7,270 $393K 0.12% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,000 $379K <0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,833 $370K 0.01% -74 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,181 $364K <0.01% +222 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,300 $341K 0.08% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,233 $337K <0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,101 $330K <0.01% -1,374 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,060 $328K 0.17% -279 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 5,952 $322K 0.08% -1,280 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,898 $319K <0.01% -19 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,843 $316K 0.01% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 5,167 $279K 0.02% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,037 $267K 0.01% -274 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,806 $260K <0.01% +275 13F-HR/A Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,350 $235K 0.23% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,106 $222K 0.09% -313 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 4,000 $216K 0.16% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,856 $154K <0.01% +714 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,677 $145K <0.01% -151 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. 2,538 $137K <0.01% -190 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,250 $122K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,925 $105K 0.01% +150 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,553 $84K 0.01% -931 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,000 $54.1K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 780 $42.2K <0.01% +776 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 630 $34.4K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 623 $33.7K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 468 $25.3K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 400 $21.6K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 355 $19.2K <0.01% -27 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 345 $18.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 293 $15.8K <0.01% -20 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 254 $13.7K <0.01% +151 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 200 $10.8K <0.01% 0 13F-HR/A Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 171 $9.22K <0.01% +1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 156 $8.44K <0.01% 0 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 40 $2.16K <0.01% 0 13F-HR Timeline