BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,431,238 $87.4M 0.01% +2,774,036 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,062,465 $40.5M 1.96% -38,451 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 729,335 $14.4M 0.03% +84,849 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 546,366 $10.8M 0.26% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 349,945 $6.9M <0.01% +261,946 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 319,476 $6.3M <0.01% +7,637 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 259,402 $5.12M 0.17% +8,436 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 239,187 $4.72M <0.01% +110,567 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 203,847 $4.02M <0.01% -4,096 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 203,472 $4.01M <0.01% -55,005 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 203,045 $4.01M 0.02% +11,508 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 192,541 $3.8M <0.01% +6,091 13F-HR/A Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 192,118 $3.79M 0.23% +4,803 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 171,488 $3.39M 0.02% +4,248 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 166,713 $3.29M <0.01% +21,980 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 133,767 $2.64M <0.01% +39,128 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 120,328 $2.36M 0.13% +4,569 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 113,480 $2.24M <0.01% +53,934 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 90,662 $1.79M <0.01% -19,124 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 83,632 $1.65M 0.06% +11,818 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 77,426 $1.53M 0.36% +3,310 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 73,516 $1.45M 0.02% -3,672 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 69,590 $1.37M <0.01% -11,611 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 69,066 $1.36M 0.01% +2,384 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 63,345 $1.25M 0.01% +2,722 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 63,263 $1.24M <0.01% +62,386 13F-HR/A Timeline Group Verde Capital Management More: the full row for Verde Capital Management 60,609 $1.2M 0.26% -2,694 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 55,496 $1.09M 0.38% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 53,720 $1.06M 0.02% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 49,321 $973K <0.01% -14,401 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 48,953 $961K 0.01% +15,503 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 45,510 $898K 0.62% 0 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 44,310 $874K 0.48% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 42,744 $839K <0.01% -938 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 42,086 $830K 0.21% -123,984 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 40,202 $793K 0.03% +473 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 39,891 $787K 0.23% +6,583 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 38,727 $764K 0.02% -5,648 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 38,454 $759K 0.03% -413 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 36,471 $720K 0.03% +2,843 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 35,338 $697K <0.01% +910 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 32,300 $637K 0.31% -363 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 31,898 $629K 0.02% +113 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 26,760 $528K 0.01% -4,100 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 25,592 $505K 0.16% -10,785 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,563 $465K <0.01% new 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 21,839 $431K 0.06% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 21,581 $426K 0.07% +10,536 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21,073 $416K 0.02% new 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 20,597 $406K 0.1% new 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 20,490 $406K 0.24% +1,794 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,360 $402K <0.01% new 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 20,064 $396K 0.01% -1,167 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 16,930 $334K 0.43% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,784 $292K <0.01% -65 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 14,503 $286K <0.01% +4,416 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,486 $286K <0.01% -3,991 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 14,370 $284K 0.02% +131 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 13,876 $274K 0.12% +308 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 13,413 $265K 0.07% -18,990 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,396 $225K <0.01% +419 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,750 $212K 0.03% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,400 $185K 0.01% -9,000 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,104 $160K <0.01% +3,168 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,117 $101K <0.01% +335 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 4,742 $93.2K <0.01% -3,117 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 4,508 $88.9K 0.06% -3,074 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,105 $61.3K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,004 $59.3K <0.01% 0 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,804 $55.3K 0.05% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,866 $36.8K <0.01% +1,031 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,769 $34.9K 0.01% +12 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,463 $28.9K <0.01% +1,068 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,327 $26.2K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,050 $20.7K <0.01% -290 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 968 $19.1K <0.01% 0 13F-HR/A Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 864 $17K <0.01% +3 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 789 $15.6K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 754 $14.9K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 487 $9.61K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 482 $9.51K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 460 $9.08K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 450 $8.88K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 370 $7.3K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 319 $6.29K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 263 $5.19K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 206 $4.06K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 210 $4K <0.01% +2 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 130 $2.56K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 82 $1.62K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 62 $1.22K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 38 $750 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 26 $513 <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 21 $415 <0.01% new 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 10 $199 <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.