LPL Financial LLC More: the full row for LPL Financial LLC 6,075,240 $338M 0.08% +990,185 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,551,025 $253M 0.02% +1,593,973 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,380,981 $132M 0.02% +665,467 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,294,749 $128M 21.1% -22,500 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,197,203 $122M 0.12% +109,672 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,185,375 $121M 1.51% +1,584,913 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,715,359 $95.3M 7.91% +116,042 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,584,564 $88.1M 1.3% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,580,262 $87.8M 0.02% +375,204 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,026,659 $57.9M 13.04% +116,882 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 974,103 $54.1M 0.07% +210,260 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 916,992 $51M 14% +29,494 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 808,515 $44.9M 0.54% +225,584 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 765,288 $42.5M 0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 743,831 $41.3M 0.01% +329,801 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 719,157 $40M -59,788 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 633,359 $35.2M 0.04% +58,075 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 549,728 $30.5M 0.02% +124,941 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 547,354 $30.4M 0.01% +170,745 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 490,051 $27.8M 1.45% +58,462 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 434,673 $24.2M 0.02% +139,749 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Whalen Wealth Management Inc. 94,837 $5.27M 2.37% -2,877 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 94,626 $5.26M 0.03% +2,759 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 94,319 $5.24M 0.13% +14,154 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 93,952 $5.22M 1.67% +12,098 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 91,997 $5.11M 0.09% +81,679 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 91,876 $5.11M 0.03% +7,264 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 91,765 $5.1M 0.1% +5,187 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 91,610 $5.09M 0.45% +337 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 90,432 $5.03M 2.43% +6,244 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 89,270 $4.96M 0.02% +55,855 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 88,258 $4.9M 0.08% +24,915 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 84,458 $4.69M 0.01% +14,518 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 83,214 $4.62M +20,000 Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 82,268 $4.57M 0.23% +14,939 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 81,808 $4.46M <0.01% +47,232 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 79,638 $4.43M 0.6% +10,020 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 78,587 $4.37M 0.01% +22,730 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 78,162 $4.34M 0.05% -68,285 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 76,561 $4.25M 2.59% +13,345 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 74,999 $4.17M 0.01% +36,669 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 73,054 $4.06M 0.29% -3,600 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 70,800 $3.93M 0.01% +45,300 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 69,772 $3.88M <0.01% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 69,582 $3.87M 0.04% +866 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 68,664 $3.82M 1.18% +13,813 13F-HR Timeline Group Tandem Financial, LLC More: the full row for Tandem Financial, LLC 68,093 $3.78M 1.22% +4,902 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 67,553 $3.75M 0.37% +8,588 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 67,535 $3.75M 0.74% +9,828 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 66,591 $3.7M 0.06% +6,062 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 65,367 $3.63M 0.11% +8,277 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 64,984 $3.61M 3.3% -521 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 65,111 $3.59M 0.7% +1,566 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 61,903 $3.42M <0.01% +10,636 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 60,182 $3.34M 0.05% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 58,527 $3.25M 0.17% +2,778 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 58,577 $3.21M 0.04% -52,855 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 56,443 $3.14M 1.99% -20,747 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 53,419 $2.97M <0.01% -8,879 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 53,296 $2.96M 0.1% +5,938 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 51,921 $2.89M 0.68% 0 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 51,325 $2.85M 1.17% -899 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 49,933 $2.77M 0.04% +119 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 48,612 $2.72M 0.33% 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 46,789 $2.6M 0.55% +5,421 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 46,380 $2.58M 1.05% +36,673 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 45,880 $2.55M 0.11% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 45,223 $2.49M 0.34% +1,672 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 44,456 $2.47M 0.53% +22,435 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 43,317 $2.41M 0.03% +15,039 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 40,885 $2.27M 0.12% -12,765 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 40,405 $2.25M 0.54% +20,173 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 40,213 $2.23M 0.31% +3,099 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 39,884 $2.22M 4.14% -196 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 39,824 $2.21M 0.56% +4,366 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 39,148 $2.17M <0.01% -2,048 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 38,900 $2.16M 1.02% -37,654 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 38,619 $2.15M 0.11% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 37,864 $2.1M 0.01% +17,984 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 38,098 $2.1M 0.3% +836 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 37,604 $2.09M 1.02% +2,254 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 36,099 $2.01M 0.46% +596 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 34,315 $1.91M 0.94% -350 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 32,065 $1.78M 0.06% -1,862 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 31,634 $1.76M 0.75% +269 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 31,420 $1.75M 1.41% 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 30,311 $1.68M 0.02% -8,637 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 29,231 $1.65M 0.01% +10,513 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,182 $1.62M 0.01% +20,398 13F-HR Timeline Group Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 28,495 $1.58M 0.54% +24,485 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 28,356 $1.58M 0.3% +1,055 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 27,827 $1.55M 0.46% +406 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 27,736 $1.54M 0.28% +8,636 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 27,722 $1.54M 0.02% -1,754 13F-HR Timeline Group Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 25,724 $1.43M 0.4% +323 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 25,465 $1.39M 0.42% +1,845 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 24,930 $1.39M <0.01% +13,501 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 24,886 $1.38M 0.02% +6,101 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 24,827 $1.38M 0.94% +3,145 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 24,752 $1.38M 0.03% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 24,586 $1.37M 0.17% +2,114 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 24,449 $1.36M 0.35% +517 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 24,441 $1.36M 0.05% +2,622 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 24,142 $1.34M 0.08% +19,692 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 24,031 $1.34M 0.02% +102 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 24,013 $1.32M 0.26% +8,536 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 22,744 $1.26M 0.28% +2,957 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 22,838 $1.26M 1.36% -936 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 22,258 $1.24M 0.03% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. 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