BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,298,870 $92.3M 0.01% +34,804 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,672,545 $67.1M <0.01% -229,955 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,080,843 $43.4M 1.03% -16,891 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 888,093 $35.6M 0.01% -142,143 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 776,239 $31.2M 0.01% +36,080 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 691,457 $27.8M 0.03% +137,287 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 653,091 $26.2M +48,712 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 599,309 $24.1M 0.03% +5,311 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 432,796 $17.4M 2.26% -34,185 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 431,835 $17.3M 1.37% -15,616 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 311,902 $12.5M 0.02% +130,186 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 305,304 $12.3M 0.34% -65,904 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 224,821 $9.02M 0.1% +318 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 205,732 $8.26M 0.01% +38,492 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 200,818 $8.06M 0.06% -12,568 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 169,234 $6.79M 0.31% +4,018 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 142,769 $5.73M 0.01% +3,691 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 127,826 $5.13M 0.67% -21,139 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 121,094 $4.86M 0.01% +7,852 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 117,006 $4.7M 0.01% +5,253 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 115,693 $4.64M 0.12% -1,885 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 105,441 $4.6M 5.1% -33,576 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 112,880 $4.53M <0.01% -25,928 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 109,538 $4.4M 1.67% +8,088 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 109,372 $4.39M <0.01% +19,937 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 107,138 $4.3M 0.27% -466 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 83,972 $3.37M 0.04% -6,027 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 82,095 $3.3M <0.01% +57,605 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 73,850 $2.96M 0.9% +10,699 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 73,681 $2.96M 0.09% +5,105 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 61,754 $2.48M 0.07% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 60,950 $2.45M 0.01% -4,588 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 52,798 $2.12M 0.03% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 52,575 $2.11M 0.24% +4,401 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 51,984 $2.09M 0.04% -918 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 49,134 $1.97M 0.1% +6,485 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 46,586 $1.87M <0.01% +337 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 45,229 $1.82M 0.02% +2,698 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 43,153 $1.73M 0.07% -5,021 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 42,640 $1.71M <0.01% +772 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 40,250 $1.62M 0.02% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 39,174 $1.57M 0.47% -186 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 38,791 $1.56M 0.06% +22,921 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 33,614 $1.47M 0.18% +558 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 32,430 $1.3M 0.01% +26 13F-HR Timeline Group Mendel Money Management More: the full row for Mendel Money Management 30,134 $1.21M 0.51% +3,349 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 26,632 $1.07M 0.05% -7,068 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 24,014 $964K -706 Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 22,689 $958K 0.03% +5,761 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 23,247 $933K 0.1% +140 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 20,280 $814K 0.06% +231 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 17,889 $718K 0.05% -6,737 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 16,993 $682K 0.01% -1,321 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,978 $641K <0.01% -8,141 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 15,692 $630K 0.58% +121 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,252 $612K <0.01% -751 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,137 $608K <0.01% -422 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 14,666 $601K 0.13% -710 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 14,831 $595K 0.02% -287 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,724 $591K <0.01% -423 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,492 $582K <0.01% -245,586 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 14,339 $576K 0.09% -52 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,552 $544K <0.01% +100 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,648 $531K <0.01% -805 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,160 $488K <0.01% -701 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 11,981 $481K 0.06% -2,183 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 11,627 $467K 0.19% -89 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 11,516 $462K 0.06% -3,532 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10,811 $434K 0.08% -26 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,365 $416K <0.01% +929 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 10,302 $414K 0.11% +777 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 10,257 $412K <0.01% +207 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,241 $411K 0.02% 0 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 10,045 $403K 0.27% -5,710 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 10,031 $403K 0.07% -12,748 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,944 $399K 0.01% +361 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,860 $396K 0.03% -605 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,692 $389K 0.12% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,516 $382K 0.04% +5 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,448 $379K 0.01% +777 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 9,322 $374K 0.14% -2,595 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 9,188 $369K 0.02% +9 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,112 $366K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,514 $342K <0.01% -1,344 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,324 $334K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,906 $317K 0.01% new 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 7,748 $311K 0.01% 0 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 7,576 $304K <0.01% +278 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,443 $299K 0.01% -1,526 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,408 $297K <0.01% +548 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 7,000 $281K 0.13% -468 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 6,899 $277K 0.2% -436 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,698 $269K 0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,660 $267K 0.01% -692 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,645 $267K 0.09% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,398 $257K <0.01% +939 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 6,325 $254K 0.1% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,209 $249K 0.03% -134 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,970 $245K <0.01% +785 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,019 $242K <0.01% -1,227 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,007 $241K <0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,909 $237K <0.01% +351 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,897 $237K 0.03% +2 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 5,874 $236K 0.13% +67 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 5,595 $225K 0.23% new 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 5,342 $214K 0.08% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,285 $212K 0.02% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,200 $209K 0.02% -104 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,177 $208K <0.01% -882 13F-HR Timeline Trust Co More: the full row for Trust Co 4,833 $194K 0.02% +1,169 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,391 $179K 0.03% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,760 $151K 0.04% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,760 $151K 0.04% -2,399 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,669 $147K <0.01% -19 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,503 $141K <0.01% -496 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,309 $133K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,678 $107K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,468 $99.1K 0.01% -148 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,207 $88.6K 0.05% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,198 $88.2K 0.04% +3 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,045 $82.1K 0.01% -64,608 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,042 $82K <0.01% -2,529 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,021 $81.1K 0.02% -304 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1,788 $71.8K 0.04% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,570 $63K <0.01% -1,471 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,440 $57.8K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,129 $45.3K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 889 $35.7K 0.01% 0 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 $31.9K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 703 $28.2K <0.01% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 654 $26.8K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 658 $26K <0.01% -1,942 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 504 $20.6K <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 360 $14.5K <0.01% -211 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 208 $8.35K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 198 $7.95K <0.01% -69 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 151 $6.19K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 145 $5.65K <0.01% 0 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 115 $4.62K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 108 $4.33K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 82 $3.29K <0.01% new 13F-HR/A Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 78 $3.15K <0.01% -900 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 74 $2.88K <0.01% +39 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 25 $1K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 17 $683 <0.01% 0 13F-HR Timeline