MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,267,570 $78.2M <0.01% +339,349 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/ 1,451,553 $34.8M <0.01% +39,683 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 665,871 $15.9M 2.59% +10,791 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 558,484 $13.4M <0.01% -119,904 13F-HR Timeline Group ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 550,746 $13.2M 5.2% +52,973 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 493,051 $11.8M 1.44% -5,544 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 388,647 $9.3M <0.01% -89,289 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 375,691 $8.99M 0.3% +28,361 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 268,311 $6.42M <0.01% +26,027 13F-HR Timeline Group Fluent Financial, LLC More: the full row for Fluent Financial, LLC 190,842 $4.57M 1.74% +16,440 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 190,306 $4.56M <0.01% +117,013 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 172,179 $4.13M 0.01% +6,242 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 125,988 $3.02M 0.01% -15,651 13F-HR/A Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 120,116 $2.88M 0.29% +75,724 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 110,927 $2.66M 0.3% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 107,415 $2.57M <0.01% +71,663 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 100,069 $2.4M <0.01% +30,637 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 87,396 $2.09M <0.01% +16,731 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 71,514 $1.71M 1% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 66,941 $1.6M 0.17% -140 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 61,118 $1.46M <0.01% -8,472 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 59,724 $1.43M <0.01% -3,740 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 58,524 $1.4M <0.01% -4,862 13F-HR Timeline CROBAN More: the full row for CROBAN 57,607 $1.38M 0.66% +9,297 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 57,284 $1.37M 0.02% +199 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 52,167 $1.25M 0.01% -7,631 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 49,371 $1.18M 0.15% +24,265 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 46,075 $1.1M 0.26% +6,921 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 45,305 $1.08M 0.04% +14,794 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 41,480 $993K <0.01% -7,630 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 38,900 $931K 0.02% 0 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 34,677 $830K 0.26% +19,564 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 33,870 $811K 0.19% -721 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 33,441 $801K 0.11% +1,000 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 31,339 $753K 0.04% -1,541 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 28,442 $681K <0.01% +4,840 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 23,904 $572K 0.04% -938 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 21,365 $511K 0.04% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,706 $496K <0.01% -5,842 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 20,604 $493K 0.19% -2,730 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 20,533 $492K 0.05% -81 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,282 $486K <0.01% +2,279 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,600 $373K <0.01% 0 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,614 $350K 0.01% -2,693 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,869 $308K <0.01% +2,107 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,417 $249K <0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,528 $229K <0.01% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,000 $215K 0.03% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,956 $215K 0.01% -2,823 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,540 $204K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,673 $136K 0.08% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,247 $77.7K 0.01% +133 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) 2,598 $62.2K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,000 $47.9K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,000 $47.9K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,901 $45.5K <0.01% new 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,900 $45.5K 0.04% +200 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,900 $45.5K 0.04% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,608 $38.5K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 457 $11K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 355 $8.5K <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 $1 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.