JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 37,531,466 $1.96B 0.13% -936,107 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,354,725 $70.9M <0.01% +270,413 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,047,535 $54.8M 0.01% +133 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,046,425 $54.8M 0.18% +30,165 13F-HR/A Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 891,312 $46.7M 0.67% +149,947 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 821,298 $43M 0.01% +94,173 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 805,931 $42.2M 13.56% +69,539 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/ 389,123 $20.4M <0.01% -92,392 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 349,284 $18.3M 0.6% +315,020 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 304,150 $15.9M 3.79% +31,428 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 288,137 $15.1M 0.02% +45,377 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 250,959 $13.1M 1.17% +39,649 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 236,156 $12.4M 8.01% -595 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 224,056 $11.7M <0.01% -1,475 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 219,755 $11.5M 0.98% -315 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 218,133 $11.4M 1.51% +8,784 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 163,632 $8.6M 1.68% +50,085 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 161,716 $8.46M 2.7% +64,756 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 140,121 $7.33M 0.01% +31,472 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 138,476 $7.25M 5.15% +14,197 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 134,824 $7.06M <0.01% +24,133 13F-HR Timeline Group OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 122,120 $6.39M 5.9% 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 116,864 $6.12M 2.11% +3,976 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 115,551 $6.05M 1.37% +6,261 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 115,050 $6.02M 0.01% +84,625 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 106,486 $5.57M 0.03% +21,933 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 104,553 $5.47M 0.06% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 94,101 $4.93M <0.01% new 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 92,592 $4.85M 0.38% +19,118 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 90,348 $4.73M 0.08% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 78,995 $4.13M 0.02% +76,290 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 76,926 $4.03M 0.01% +20,745 13F-HR Timeline Group Members Advisory Group LLC More: the full row for Members Advisory Group LLC 70,628 $3.7M 1.39% +6,614 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 67,885 $3.55M 2.32% +19,254 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 67,448 $3.53M <0.01% +15,136 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 65,800 $3.44M 0.02% +40,707 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 63,030 $3.3M 0.06% +5,282 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 52,485 $2.75M <0.01% new 13F-HR Timeline Group TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 52,224 $2.73M 0.46% +13,108 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 48,531 $2.54M <0.01% +37,123 13F-HR/A Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 46,154 $2.42M 1.61% +492 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 43,841 $2.29M 0.25% +6,253 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 43,029 $2.25M 0.01% -1,718 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 36,967 $1.93M <0.01% +3,221 13F-HR Timeline Group Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 36,246 $1.9M 0.8% -119,948 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 35,592 $1.86M <0.01% +19,975 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 34,381 $1.8M 0.01% -1,364 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 33,597 $1.76M 0.85% +2,043 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 33,559 $1.76M 0.06% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 31,606 $1.66M 0.01% +2,637 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 30,730 $1.61M 0.19% -31,359 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 29,931 $1.57M <0.01% -2,510 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 26,603 $1.39M 0.02% +9,961 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 26,054 $1.36M 0.05% 0 13F-HR Timeline Group Saiph Capital, LLC More: the full row for Saiph Capital, LLC 24,673 $1.29M 0.46% -78 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 22,848 $1.2M 1% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,687 $1.19M <0.01% +7,003 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 20,353 $1.07M 0.09% +8,977 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 20,135 $1.05M 0.26% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 17,850 $934K <0.01% -1,039 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 17,737 $928K 0.41% +5,337 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,354 $908K <0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,261 $903K <0.01% -706 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,099 $790K 0.02% +1,515 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 14,476 $758K 0.12% -1,784 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 12,151 $636K 0.06% +5,835 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 11,385 $596K 0.25% +6,596 13F-HR/A Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 10,376 $545K 0.26% +9,021 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 10,013 $524K 0.06% +4,478 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,582 $502K <0.01% -135 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,479 $496K 0.04% +1,524 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 9,228 $483K <0.01% -827 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,195 $481K <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,164 $480K 0.01% +3,169 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,118 $477K 0.02% 0 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 8,698 $455K 0.35% -870 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 8,508 $445K 0.4% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 8,394 $439K 0.03% -1,680 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,237 $431K <0.01% +221 13F-HR Timeline Group Family Office Research LLC More: the full row for Family Office Research LLC 7,736 $406K 0.17% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 7,629 $399K 0.09% +756 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,565 $396K <0.01% +5,272 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,785 $353K 0.11% +4,267 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,689 $350K 0.05% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,655 $348K 0.02% +1,468 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,303 $278K 0.01% 0 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 4,838 $253K 0.07% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,234 $222K <0.01% new 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 4,103 $215K 0.11% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,094 $214K 0.04% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,712 $194K <0.01% +649 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,645 $191K 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 3,568 $187K <0.01% -90,358 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,098 $162K <0.01% +1 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,566 $134K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,530 $132K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,090 $109K <0.01% -2,233 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,612 $84.4K 0.02% -114 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,594 $83.4K <0.01% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 1,538 $80.8K 0.08% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,034 $54.1K <0.01% new 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,000 $52.3K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 968 $50.7K 0.02% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 951 $49.8K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 798 $41.8K <0.01% -62 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 723 $37.8K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 589 $30.8K 0.01% +6 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 550 $28.8K <0.01% -500 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 403 $21.1K <0.01% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 303 $15.9K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 303 $15.9K <0.01% +2 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 267 $14K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 244 $13K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 230 $12K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 200 $10.5K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 182 $9.53K <0.01% new 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 96 $5.04K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 101 $5K <0.01% +1 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 85 $4.45K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 62 $3.25K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 51 $2.67K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 33 $1.73K <0.01% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 25 $1.31K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 23 $1.2K <0.01% 0 13F-HR Timeline Group