BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 190,393 $7.69M <0.01% +104,737 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 176,902 $7.14M <0.01% +155,399 13F-HR/A Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 128,808 $5.2M 0.3% +1,736 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 128,484 $5.19M 0.09% +16,642 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 78,456 $3.17M 0.85% +2,218 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 68,645 $2.77M <0.01% +30,626 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 55,462 $2.24M 0.02% -415 13F-HR Timeline Group Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 35,915 $1.45M 1.07% +152 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 28,906 $1.17M 0.73% +1,973 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 27,625 $1.12M <0.01% +4,975 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 27,197 $1.1M <0.01% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 18,644 $756K 0.03% -231 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 15,344 $619K 0.01% -484 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,087 $609K <0.01% +75 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 8,602 $347K 0.05% +82 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 7,120 $287K 0.11% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,500 $262K 0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,729 $231K <0.01% -22,991 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,162 $208K <0.01% 0 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,902 $157K <0.01% -680 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 968 $39.1K <0.01% +137 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 626 $25K <0.01% +2 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 504 $20.3K <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 300 $12K <0.01% -14 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 194 $7.83K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 148 $6K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 139 $5.61K 0.03% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 110 $4.44K <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/ 107 $4.32K <0.01% 0 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 60 $2.42K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 54 $2.17K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 51 $2.06K <0.01% new 13F-HR Timeline Virtus Fixed Income Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Fixed Income Advisers, LLC 19 $767 <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $18 <0.01% -28 13F-HR Timeline Group Amount filed as zero, left out of ratios.