BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,464,429 $121M 0.01% +297,655 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,443,080 $71.1M 0.33% +140,252 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 280,658 $13.8M 5.83% +27,185 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 247,673 $12.2M 0.19% +155,942 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 245,120 $12.1M 2.08% +1,173 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 242,710 $12M <0.01% new 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 230,132 $11.3M <0.01% -310,929 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 217,279 $10.7M <0.01% +11,862 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 171,293 $8.44M <0.01% +1,016 13F-HR Timeline Group Verde Capital Management More: the full row for Verde Capital Management 154,947 $7.63M 1.41% -19,627 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 151,963 $7.48M <0.01% -19,287 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 149,612 $7.37M 0.26% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 126,550 $6.23M <0.01% +3,752 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 123,830 $6.1M <0.01% -9,703 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 110,478 $5.44M 1.29% +5,467 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 88,620 $4.36M <0.01% +6,155 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 85,430 $4.21M <0.01% +8,943 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 77,588 $3.82M 0.18% -5,851 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 75,082 $3.7M 0.08% +3,142 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 68,757 $3.39M 0.53% +3,038 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 68,357 $3.37M 0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 66,413 $3.3M <0.01% +10,423 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 50,619 $2.49M <0.01% +1,114 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 47,187 $2.32M 0.59% +329 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 46,637 $2.3M 0.1% +7,629 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 44,692 $2.2M <0.01% -3,154 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 43,691 $2.15M 0.01% +4,767 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,869 $1.96M <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 37,031 $1.82M <0.01% +23,151 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 33,388 $1.64M <0.01% +7,966 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 33,228 $1.64M 0.02% -451 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 31,747 $1.56M <0.01% -3,208 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 29,671 $1.46M 0.13% -136 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 23,577 $1.16M 0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 23,084 $1.15M <0.01% -500 13F-HR Timeline Group Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 22,756 $1.12M 0.79% 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 22,570 $1.11M 0.4% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,505 $1.06M <0.01% +1,513 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 15,810 $779K 0.11% -1,084 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 15,442 $761K 0.02% +3,925 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,356 $756K 0.01% new 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 15,014 $739K 0.17% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 14,303 $704K 0.16% -890 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 12,939 $637K 0.58% 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,150 $500K 0.2% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,513 $469K 0.08% +266 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,204 $453K <0.01% +192 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,171 $452K <0.01% -1,962 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,041 $445K <0.01% -866 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,317 $410K <0.01% +467 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,473 $409K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,007 $345K <0.01% -1,219 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,537 $322K 0.09% -14,571 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,414 $316K 0.01% +180 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 5,791 $285K 0.04% -418 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,104 $251K <0.01% new 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 4,839 $238K 0.17% -1,271 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,701 $232K <0.01% -2,234 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,601 $225K 0.01% +4 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,295 $212K <0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,293 $162K <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,166 $156K <0.01% +349 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 2,362 $116K 0.08% -1,138 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,669 $82.2K 0.01% -86 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,220 $60K <0.01% 0 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,133 $55.8K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,043 $51.4K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 766 $37.7K <0.01% -796 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 745 $36.7K <0.01% -961 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 530 $26.1K 0.02% +86 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 280 $13.8K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 272 $13.4K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 250 $12.3K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 208 $10.2K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 193 $9.51K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 174 $8.57K <0.01% new 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 78 $3.87K <0.01% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 76 $3.74K <0.01% -37,462 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 46 $2.27K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 33 $1.62K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 16 $789 <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 14 $684 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $591 <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 0 $345 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6 $317 <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3 $148 <0.01% -2 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1 $51 <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1 $49 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $40 <0.01% +1 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 1 $28 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 0 $9 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. 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.