JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 38,467,573 $2.02B 0.13% +19,142,064 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,084,312 $56.9M <0.01% +595,616 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,047,402 $55M 0.01% +11,441 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,016,260 $53.3M 0.18% +43,509 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 741,365 $38.9M 0.58% +42,626 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 736,392 $38.6M 12.73% +14,079 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 727,125 $38.2M 0.01% +305,731 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 481,515 $25.3M <0.01% +75,571 13F-HR/A Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 272,722 $14.3M 3.55% +32,208 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 242,760 $12.7M 0.01% +9,575 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 236,751 $12.4M 8.53% +3,927 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 225,531 $11.8M <0.01% +15,687 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 220,070 $11.5M 1.02% +20,303 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 211,310 $11.1M 1% +25,789 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 209,349 $11M 1.5% +7,375 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 156,194 $8.2M 3.81% 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 124,279 $6.52M 5.07% +4,031 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 113,547 $5.96M 1.26% new 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 112,888 $5.92M 1.97% +8,200 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 110,691 $5.8M <0.01% +69,724 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 109,290 $5.73M 1.3% +27,961 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 108,649 $5.7M 0.01% +64,263 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 96,960 $5.09M 1.75% +43,870 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 93,926 $4.93M <0.01% -1,516 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 84,553 $4.44M 0.02% +17,374 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 73,474 $3.86M 0.32% +3,746 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 65,130 $3.42M <0.01% new 13F-HR Timeline Group Members Advisory Group LLC More: the full row for Members Advisory Group LLC 64,014 $3.36M 1.19% +2,875 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 62,089 $3.26M 0.39% -287 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 57,748 $3.03M 0.06% -1,168 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 56,181 $2.95M <0.01% +15,720 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 52,312 $2.75M <0.01% -1,843 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 48,631 $2.55M 1.72% +9,835 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 45,662 $2.4M 1.72% +5,946 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 44,747 $2.35M 0.01% +24,453 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 39,116 $2.05M 0.37% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 37,588 $1.97M 0.24% +1,074 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 35,745 $1.88M 0.01% -253 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 34,670 $1.82M 0.01% +13,623 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 34,264 $1.8M 0.07% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 33,746 $1.77M <0.01% +7,460 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 32,441 $1.7M <0.01% +295 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 31,554 $1.66M 0.81% -861 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 30,425 $1.6M <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 28,969 $1.52M 0.01% +2,432 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 26,054 $1.37M 0.05% -1,538 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,093 $1.32M 0.01% +8,718 13F-HR Timeline Group Saiph Capital, LLC More: the full row for Saiph Capital, LLC 24,751 $1.3M 0.47% -9 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 18,889 $991K <0.01% +9,020 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,967 $943K <0.01% +6,965 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 16,642 $873K 0.01% +10,959 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 16,260 $853K 0.14% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,684 $823K <0.01% -7,493 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,617 $820K <0.01% +8,578 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 13,584 $713K 0.04% +1,656 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 12,400 $651K 0.29% new 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,408 $599K <0.01% +1,610 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 11,376 $597K 0.05% +2,988 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 10,074 $529K 0.03% -1,452 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 10,055 $528K <0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,717 $510K <0.01% +1,398 13F-HR Timeline Group Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 9,568 $502K 0.39% -92 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,118 $478K 0.02% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,359 $437K 0.15% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,016 $421K <0.01% +2,000 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,955 $417K 0.04% +1,554 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,873 $361K 0.08% +1,686 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 6,316 $330K 0.04% +772 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,995 $315K 0.01% -237 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 5,535 $290K 0.03% -367 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,303 $278K 0.01% +1,202 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,187 $272K 0.02% new 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 4,838 $254K 0.06% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,789 $251K 0.11% new 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,323 $227K <0.01% +2,269 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,097 $163K <0.01% +381 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,063 $161K <0.01% +1,037 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,705 $142K <0.01% +2,344 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,518 $131K 0.05% +2,134 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,293 $120K <0.01% -44 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,726 $90.6K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,594 $83.7K <0.01% -163 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,355 $71K 0.04% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,050 $55.1K <0.01% -1,846 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 968 $50.7K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 860 $45.1K <0.01% +9 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 723 $37.9K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 583 $30.6K 0.01% +6 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 301 $15.8K <0.01% -323 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 244 $13K <0.01% +118 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 104 $5.46K <0.01% +1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $5K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 92 $4.83K <0.01% new 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 85 $4.46K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 51 $2.68K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 42 $2.2K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 41 $2.15K <0.01% 0 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 23 $1.21K <0.01% 0 13F-HR Timeline Group