MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,127,349 $97.9M 0.01% +859,779 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/ 2,224,877 $52.8M <0.01% +773,324 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 700,318 $16.6M 2.56% +34,447 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 555,403 $13.2M 5.6% +4,657 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 552,994 $13.1M <0.01% -5,490 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 501,916 $11.9M 1.46% +8,865 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 459,055 $10.9M <0.01% +70,408 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 352,415 $8.36M 0.31% -23,276 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 313,055 $7.42M <0.01% +44,744 13F-HR Timeline Group Fluent Financial, LLC More: the full row for Fluent Financial, LLC 263,627 $6.33M 2.32% +72,785 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 151,150 $3.58M 0.01% +51,081 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 132,867 $3.17M 0.29% +83,496 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 125,219 $2.97M 0.01% -769 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 117,644 $2.81M 0.01% -54,535 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 116,705 $2.77M 0.54% +70,630 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 112,890 $2.68M 0.3% +1,963 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 110,358 $2.62M <0.01% +22,962 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 107,944 $2.56M <0.01% -82,362 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 85,284 $2.02M 0.02% +28,000 13F-HR Timeline Group CROBAN More: the full row for CROBAN 77,277 $1.83M 0.86% +19,670 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 70,573 $1.67M <0.01% -36,842 13F-HR Timeline Group Econ Financial Services Corp More: the full row for Econ Financial Services Corp 68,857 $1.63M 0.76% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 67,620 $1.6M 0.18% +679 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 67,562 $1.6M 0.51% +32,885 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 66,344 $1.57M 0.89% -5,170 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 65,735 $1.56M 0.32% -54,381 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 58,894 $1.4M <0.01% -2,224 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 50,717 $1.2M <0.01% -7,807 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 42,427 $1.01M <0.01% -17,297 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,332 $885K <0.01% +8,890 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 36,900 $875K 0.02% -2,000 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 36,081 $855K 0.03% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,020 $854K <0.01% new 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 33,694 $799K 0.12% +253 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 30,788 $730K 0.17% -3,082 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 28,830 $684K 0.18% +8,226 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 27,645 $658K 0.03% -3,694 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,104 $595K <0.01% +4,398 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 24,633 $584K 0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,870 $542K <0.01% -29,297 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 21,594 $512K 0.05% +1,061 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 21,249 $504K 0.04% -116 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,675 $490K <0.01% +7,806 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 19,660 $466K 0.03% -4,244 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,500 $391K <0.01% -3,782 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 $370K <0.01% 0 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,614 $346K 0.01% 0 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 $335K <0.01% -27,360 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,475 $296K <0.01% +10,475 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,261 $292K 0.01% +3,305 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,252 $290K 0.03% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,728 $231K <0.01% +200 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,000 $213K 0.03% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,540 $202K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6,123 $145K 0.05% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,728 $136K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,673 $135K 0.08% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,277 $77.7K 0.01% +30 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,095 $49.7K <0.01% +95 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,900 $45K 0.04% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,900 $45K 0.05% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,608 $38.1K <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 $30.8K <0.01% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,122 $26.6K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 457 $10.9K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $3 <0.01% 0 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.