BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,264,066 $93.9M 0.01% -62,311 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,902,500 $78.9M <0.01% -27,794 13F-HR/A Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,097,734 $45.5M 1.02% +1,097,634 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,030,236 $42.7M 0.01% +2,075 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 740,159 $30.7M 0.01% -42,940 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 604,379 $25.1M <0.01% +18,300 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 593,998 $24.6M 0.03% +16,634 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 554,170 $23M 0.03% +21,969 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 466,981 $19.4M 2.28% +7,517 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 447,451 $18.6M 1.47% -69,200 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 371,208 $15.4M 0.46% -243,408 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 260,078 $10.8M 0.01% +236,061 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 224,503 $9.31M 0.11% +1,288 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 213,386 $8.85M 0.07% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 181,716 $7.54M 0.01% +19,083 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 167,240 $6.94M <0.01% +21,751 13F-HR/A Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 165,216 $6.85M 0.3% +213 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 148,965 $6.18M 0.8% -8,941 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 139,078 $5.77M 0.01% +97,976 13F-HR/A Timeline Group Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 139,017 $5.77M 5.46% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 138,808 $5.76M <0.01% +26,520 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 117,578 $4.88M 0.13% -38,983 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 113,242 $4.7M 0.01% +91,161 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 111,753 $4.64M 0.01% +33,143 13F-HR/A Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 107,604 $4.46M 0.3% -1,584 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 101,450 $4.21M 1.54% +1,744 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 89,999 $3.73M 0.04% +2,723 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 89,435 $3.71M <0.01% +30,419 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 68,576 $2.84M 0.08% +7,124 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 66,653 $2.76M 0.29% +1,527 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 65,538 $2.72M 0.02% -8,847 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 63,151 $2.62M 0.78% +753 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 52,902 $2.19M 0.05% +114 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 48,174 $2M 0.09% +2,694 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 48,174 $2M 0.22% +1,901 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 46,249 $1.92M <0.01% -253,192 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 42,649 $1.77M 0.1% +4 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 42,531 $1.76M 0.02% +1,934 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 41,868 $1.74M <0.01% +1,298 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 39,360 $1.63M 0.49% -644 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 33,056 $1.41M 0.18% +1,017 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 33,944 $1.41M 0.52% -11,628 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 33,700 $1.4M 0.06% -15,568 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 32,404 $1.34M 0.02% +2,202 13F-HR Timeline Group Mendel Money Management More: the full row for Mendel Money Management 26,785 $1.11M 0.47% +3,761 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 24,720 $1.03M +6,056 Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 24,626 $1.02M 0.16% -29,614 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 24,490 $1.02M <0.01% -59,950 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 24,119 $1M <0.01% -7,002 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 23,107 $958K 0.11% +1 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 22,779 $945K 0.15% -311 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 20,049 $832K 0.06% -60 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 18,314 $760K 0.02% -768 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 16,928 $702K 0.03% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 16,003 $664K <0.01% -1,013 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 15,870 $658K 0.02% +6,909 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 15,755 $654K 0.32% 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 15,571 $646K 0.59% +901 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,559 $645K <0.01% -177 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 15,376 $638K 0.2% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 15,147 $628K <0.01% -400 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 15,118 $627K 0.01% +2,197 13F-HR/A Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 15,048 $624K 0.08% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,453 $600K <0.01% -2,826 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 14,391 $597K 0.09% -83,080 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 14,164 $588K 0.07% -8,403 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,452 $558K <0.01% +709 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,861 $533K <0.01% -143 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 11,917 $494K 0.19% -152 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 11,716 $486K 0.19% -135,993 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10,837 $450K 0.08% +1,248 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,465 $434K 0.03% -2,467 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,241 $425K 0.02% -401 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,184 $422K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 10,050 $417K <0.01% -280 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,858 $409K <0.01% -6,402 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,692 $402K 0.09% +1,220 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,583 $397K 0.01% +1,344 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 9,525 $395K 0.11% +569 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,511 $395K 0.04% -335 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,436 $391K <0.01% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 9,179 $381K 0.23% +53 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 8,969 $372K 0.02% -1,959 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,671 $360K 0.01% +531 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 7,748 $321K 0.02% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 7,468 $310K 0.15% +384 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,361 $305K <0.01% -38 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,352 $305K 0.01% -1,379 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 7,335 $304K 0.25% -629 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 7,298 $303K <0.01% +98 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,246 $301K <0.01% +1,064 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,860 $285K <0.01% +776 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,698 $278K 0.02% +59 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,645 $276K 0.1% -83 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,343 $263K 0.04% +134 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 6,325 $262K 0.11% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 6,159 $255K 0.08% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,059 $251K 0.01% -71 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,895 $245K 0.03% +11 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 5,807 $241K 0.13% +341 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,558 $231K <0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,459 $226K <0.01% +350 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 5,342 $222K 0.08% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,304 $220K 0.02% +27 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,185 $215K <0.01% +100 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,931 $205K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,571 $190K 0.01% -20,585 13F-HR/A Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,391 $184K 0.03% 0 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/ 3,999 $166K <0.01% -2,171 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,688 $153K <0.01% +713 13F-HR Timeline Group Trust Co More: the full row for Trust Co 3,664 $152K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,309 $137K 0.01% +350 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,600 $129K 0.01% +1,942 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,041 $126K <0.01% -481 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,678 $111K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,616 $109K 0.01% -88 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,325 $96.5K 0.02% -129 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,228 $92.4K <0.01% new 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,207 $91.5K 0.05% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,195 $91.1K 0.04% +11 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,440 $59.7K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,129 $46.8K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 978 $40.6K 0.01% +1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 889 $36.9K 0.01% +304 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 794 $32.9K <0.01% 0 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 699 $29K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 654 $27.1K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 571 $23.7K <0.01% +252 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 267 $11.1K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 212 $8.81K <0.01% +1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 208 $8.63K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 151 $6.26K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 145 $6.01K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 112 $4.65K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 108 $4.48K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 53 $2.2K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 35 $1.46K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 17 $705 <0.01% 13F-HR Timeline