MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,760,396 $91M <0.01% -366,953 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,891,352 $70M <0.01% +666,475 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 694,627 $16.8M 2.2% -5,691 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 580,702 $14.1M <0.01% +27,708 13F-HR Timeline Group ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 555,558 $13.5M 4.47% +155 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 525,286 $12.7M <0.01% +66,231 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 524,861 $12.7M 1.39% +22,945 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 374,536 $9.07M 0.28% +22,121 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 321,463 $7.78M <0.01% +8,408 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 314,160 $7.61M 0.02% new 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 279,633 $6.77M 2.42% +16,006 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 217,970 $5.28M 0.01% +66,820 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 156,253 $3.78M 0.01% +31,034 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 131,607 $3.19M <0.01% +21,249 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 130,930 $3.15M 0.01% +13,286 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 128,723 $3.12M 0.46% +12,018 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 120,912 $2.93M <0.01% +12,968 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 113,938 $2.76M 0.26% +1,048 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 94,801 $2.3M <0.01% +24,228 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 82,199 $1.99M 0.02% -3,085 13F-HR Timeline Group CROBAN More: the full row for CROBAN 77,605 $1.88M 0.83% +328 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 74,425 $1.8M 0.16% +6,805 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 72,795 $1.76M 0.49% +5,233 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 71,083 $1.72M 0.31% +5,348 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 68,268 $1.65M 0.77% -589 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 64,808 $1.57M 0.1% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 60,302 $1.46M 0.01% +37,432 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 60,255 $1.46M 0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 58,270 $1.41M <0.01% -624 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 54,974 $1.33M 0.67% -11,370 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 51,169 $1.24M <0.01% +452 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,712 $1.01M <0.01% -715 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 38,167 $924K <0.01% +835 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 37,360 $904K <0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 36,100 $874K 0.02% -800 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 34,014 $823K 0.11% +320 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 32,368 $784K <0.01% +32,368 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 31,938 $773K <0.01% +11,263 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 29,376 $711K 0.17% +546 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 27,645 $671K 0.03% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,147 $609K <0.01% +43 13F-HR/A Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 23,439 $567K 0.04% +1,845 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 22,886 $554K 0.12% -7,902 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,464 $544K <0.01% -13,556 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 22,218 $538K 0.01% -2,415 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 21,003 $508K 0.03% -246 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 20,458 $495K 0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,725 $429K <0.01% +5,250 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,450 $398K <0.01% -50 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,841 $359K 0.01% +227 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 14,641 $354K 0.03% +2,389 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 14,120 $342K <0.01% 0 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,600 $329K <0.01% -2,000 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 12,941 $313K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,645 $306K 0.01% +384 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,555 $304K 0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,528 $231K <0.01% -200 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 9,100 $220K 0.19% +7,200 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,000 $218K 0.02% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,540 $207K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,728 $139K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,673 $137K 0.07% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,202 $102K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,326 $80.5K 0.01% +49 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,388 $57.8K <0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,900 $46K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,675 $40.6K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,608 $38.9K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,298 $31.4K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,122 $27.2K <0.01% 0 13F-HR Timeline