MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,928,221 $69.7M <0.01% +148,665 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,411,870 $33.6M <0.01% +363,618 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 678,388 $16.2M <0.01% -50,673 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 655,080 $15.6M 2.73% -76,075 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 498,595 $11.9M 1.43% -5,177 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 497,773 $11.9M 4.78% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 477,936 $11.4M <0.01% -37,728 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 347,330 $8.27M 0.3% +8,184 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 242,284 $5.77M <0.01% -82,820 13F-HR Timeline Group Fluent Financial, LLC More: the full row for Fluent Financial, LLC 174,402 $4.15M 1.63% -2,842 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 165,937 $3.95M 0.01% +8,435 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 141,639 $3.37M 0.01% +671 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 110,927 $2.64M 0.31% -253,878 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 73,293 $1.75M <0.01% +10,820 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 70,665 $1.68M <0.01% +22,086 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 69,590 $1.66M <0.01% -10,909 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 69,432 $1.64M <0.01% +43,507 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 67,081 $1.6M 0.18% -1,686 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 63,464 $1.51M <0.01% -13,790 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 63,386 $1.51M <0.01% +723 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 59,798 $1.42M 0.01% -4,789 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 57,085 $1.36M 0.02% -6,000 13F-HR Timeline Group 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 49,110 $1.17M <0.01% -4,957 13F-HR Timeline Group CROBAN More: the full row for CROBAN 48,310 $1.15M 0.77% -4,451 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 44,392 $1.06M 0.24% -6,303 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 39,154 $932K 0.18% -595 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 38,900 $926K 0.02% +6,000 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 35,752 $851K <0.01% -309,855 13F-HR Timeline Group Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 34,591 $824K 0.19% +7,835 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 33,991 $809K <0.01% +15,132 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 32,880 $783K 0.04% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 32,441 $772K 0.11% +2,744 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 30,511 $726K 0.03% -1,524 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,659 $706K <0.01% +20,824 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,548 $632K <0.01% +5,820 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 25,106 $598K 0.05% -14,894 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 24,842 $591K 0.04% -4,503 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 23,602 $562K <0.01% -22,919 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 23,334 $556K 0.22% -8,843 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 20,614 $491K 0.05% -2,566 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 18,995 $452K <0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 18,003 $429K <0.01% +726 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 17,307 $412K 0.02% +434 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,600 $371K <0.01% 0 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 15,113 $360K 0.11% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,779 $280K 0.01% -10,189 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,762 $256K <0.01% +1,077 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,528 $227K <0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,000 $214K 0.03% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 8,476 $202K 0.01% new 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,673 $135K 0.09% +1,440 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,114 $74.1K 0.01% +58 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,000 $47.6K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,000 $47.6K <0.01% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,900 $45.2K 0.04% 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,700 $39.6K 0.03% new 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,608 $38.3K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 457 $10.9K <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 0 $10 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.