BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 470,458 $56.3M <0.01% +428,345 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 396,601 $47.5M 0.1% +364,663 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 218,032 $26.1M 1.29% +7,608 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 112,530 $13.5M 0.08% new 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 109,398 $13.1M 1.99% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 104,530 $12.5M 0.18% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 103,636 $12.4M 0.14% +103,412 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 100,526 $12M <0.01% +16,117 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 91,506 $11M 0.01% +43,924 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 91,208 $10.9M <0.01% +86,278 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 85,633 $10.3M 0.01% +83,667 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 73,077 $8.75M 1.18% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 72,847 $8.72M 0.01% +38,075 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 63,604 $7.62M <0.01% +35,064 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 52,140 $6.24M <0.01% +13,527 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 51,877 $6.21M 0.01% -2,967 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 48,313 $5.78M 1.2% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 43,847 $5.25M <0.01% +27,702 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 40,271 $4.82M <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 38,945 $4.66M <0.01% +1,469 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 36,904 $4.42M <0.01% -3,898 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 31,990 $3.83M <0.01% new 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 29,564 $3.54M 0.1% +1,845 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 27,204 $3.26M <0.01% +4,005 13F-HR Timeline Group Wallace Hart LLC More: the full row for Wallace Hart LLC 27,107 $3.25M 2.03% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 22,649 $2.71M 0.02% +17,076 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 21,929 $2.63M 1.18% new 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 19,581 $2.34M 0.02% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 19,022 $2.28M <0.01% +3,776 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 17,592 $2.11M 0.03% new 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 16,942 $2.03M 0.06% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 16,439 $1.97M <0.01% +4,170 13F-HR Timeline Group Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 16,277 $1.95M 1.57% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,734 $1.88M 0.01% +7,233 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 12,864 $1.54M 0.48% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,805 $1.41M 0.04% +530 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,234 $1.35M 0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,559 $1.26M 0.03% new 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,629 $1.15M 0.31% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 8,910 $1.07M 0.87% +5,745 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 8,540 $1.02M 0.67% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,480 $1.02M <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,308 $995K <0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,270 $871K <0.01% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 6,836 $819K 0.18% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 6,513 $780K 0.3% +4,343 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 5,460 $654K 0.09% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,223 $625K <0.01% -853 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,857 $582K <0.01% +190 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,765 $571K 0.01% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,127 $494K 0.08% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 3,507 $420K 0.03% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,340 $400K 0.04% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,284 $393K <0.01% new 13F-HR/A 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 3,238 $388K <0.01% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,009 $360K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,008 $360K <0.01% +8 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,767 $325K <0.01% -8 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,489 $298K <0.01% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,437 $292K 0.16% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,295 $275K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,250 $269K 0.04% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,162 $259K <0.01% +252 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,006 $240K <0.01% +937 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,948 $233K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,890 $226K 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,846 $221K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,800 $216K <0.01% -3,966 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,753 $210K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,242 $149K <0.01% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,225 $147K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,126 $135K <0.01% +198 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 700 $83.8K <0.01% +160 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 673 $79K <0.01% +91 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 640 $76.6K <0.01% +250 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 636 $76.2K <0.01% +62 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 485 $58.1K 0.02% new 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 334 $40K 0.01% -33 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 475 $36.6K 0.04% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 272 $32.6K <0.01% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 265 $31.7K <0.01% +65 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 240 $28.7K 0.01% 0 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 200 $23.9K 0.02% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 185 $22.2K <0.01% +22 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 178 $21.3K 0.02% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 168 $20.1K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 138 $17K <0.01% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 125 $15K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 116 $13.9K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 115 $13.8K <0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 111 $13.3K 0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 80 $9.58K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 46 $5.51K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 29 $3.47K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12 $1.44K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8 $1.01K <0.01% 0 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2 $248 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2 $239 <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 0 $47 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.