BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 754,275 $19.4M <0.01% +4,199 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 361,168 $9.31M <0.01% +360,968 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 324,556 $8.36M <0.01% +8,556 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 306,538 $7.9M 0.03% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 226,493 $5.84M <0.01% +4,044 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 213,362 $5.5M 0.3% +40,954 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 201,856 $5.2M <0.01% -4,302 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 168,588 $4.34M <0.01% +10,643 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 120,451 $3.1M 0.5% +5,138 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 116,399 $3M 0.24% +8,150 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 100,317 $2.59M 0.03% -7,117 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 100,317 $2.59M 0.03% -7,117 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 83,339 $2.15M <0.01% +5,287 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 67,180 $1.73M <0.01% -6,225 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 67,112 $1.73M <0.01% -946 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 61,321 $1.58M <0.01% 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 46,910 $1.21M 0.01% +3,897 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 40,209 $1.04M <0.01% +715 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 38,207 $985K <0.01% +3,201 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 37,566 $968K 0.02% -22,450 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 33,375 $860K 0.06% +4,845 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 31,718 $817K 0.17% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 27,638 $712K <0.01% +4,498 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 26,375 $680K 0.01% -24 13F-HR/A Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 22,203 $572K <0.01% +13,521 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 20,156 $519K 0.05% -13,449 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 18,360 $473K 0.01% +270 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,747 $457K <0.01% +2,733 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 16,564 $427K 0.03% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 16,402 $423K 0.63% 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 16,204 $417K <0.01% +7,882 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 15,610 $402K <0.01% -91 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 15,251 $393K 0.08% +51 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 15,092 $389K 0.12% -858 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 14,138 $364K <0.01% +5,579 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 13,418 $346K <0.01% -219 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,167 $339K <0.01% -3,316 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,337 $266K <0.01% +1,023 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,152 $262K <0.01% +3,038 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,016 $258K <0.01% +1,745 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,695 $224K <0.01% -2,162 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 8,430 $217K <0.01% -483 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 7,832 $202K 0.01% -286 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,800 $201K 0.01% +606 13F-HR/A Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 7,149 $184K 0.13% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,325 $163K 0.01% +1,162 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,008 $155K <0.01% +3,220 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,250 $135K <0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 2,839 $73.2K 0.07% 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/ 2,775 $71.5K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,611 $67.3K <0.01% +405 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,199 $56.7K <0.01% +171 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,594 $41.1K <0.01% 0 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,401 $36.1K <0.01% -4,586 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,372 $35.4K <0.01% 0 13F-HR Timeline Group Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,365 $35.2K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,150 $29.6K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,140 $29.4K 0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,112 $28.7K 0.01% +86 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,027 $26.5K <0.01% -500 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 552 $14.2K <0.01% +35 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 526 $13.5K <0.01% +41 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 265 $6.83K <0.01% 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 258 $6.66K <0.01% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 212 $5.47K <0.01% +15 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 200 $5.15K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 151 $4K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 124 $3K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 100 $2.58K <0.01% 0 13F-HR Timeline Group Belmont Capital, LLC More: the full row for Belmont Capital, LLC 100 $2.58K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 85 $2.19K <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. 79 $2.04K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 62 $1.6K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 24 $618 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 12 $309 <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10 $258 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.