PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 12,999,346 $666M 0.91% +11,125,000 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,726,111 $88.4M 0.01% +1,541,509 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,667,855 $85.4M 0.03% +700,745 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 956,914 $49M <0.01% +834,669 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 857,000 $43.9M 0.06% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 775,546 $39.7M 1.37% +600,923 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 743,682 $38.1M 0.43% +334,033 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 740,168 $37.9M 4.29% +330,519 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 668,384 $34.2M 0.09% +564,591 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 655,059 $33.5M <0.01% +368,432 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 447,517 $22.9M 0.02% +368,485 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 418,025 $21.4M 8.62% +249,050 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 343,450 $17.6M 11.52% 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 269,649 $13.8M <0.01% +208,865 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 243,125 $12.4M +38,509 Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 230,243 $11.8M 1.18% +84,199 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 224,952 $11.5M <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 217,688 $11.1M 0.02% +37,827 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 213,282 $10.9M 0.02% +41,346 13F-HR/A Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 180,416 $9.24M 1.89% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 129,336 $6.62M 0.01% +76,166 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 124,715 $6.39M 0.01% +104,733 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 106,556 $5.46M 0.02% +71,810 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 104,490 $5.35M 2.29% -2,550 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 92,656 $4.74M 0.29% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 91,125 $4.67M <0.01% +82,256 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 86,618 $4.43M 0.09% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 85,484 $4.4M 0.03% +933 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 85,639 $4.38M 0.05% +3,938 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 84,870 $4.35M 1.89% +35,038 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 84,467 $4.32M 0.14% +37,512 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 83,599 $4.28M 1.62% +79,371 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 80,991 $4.15M 0.13% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 70,686 $3.62M 0.12% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 67,760 $3.47M 0.38% +39,925 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 60,385 $3.09M 0.21% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 50,610 $2.59M <0.01% +40,912 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 48,671 $2.49M 0.1% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 48,459 $2.48M 0.02% +7,166 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 47,211 $2.42M 0.3% +17,304 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 40,795 $2.09M 1.42% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 37,794 $1.94M 0.1% +19,987 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 35,214 $1.8M 0.18% +19,884 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 29,628 $1.52M 0.11% +12,757 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 29,359 $1.5M 0.03% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 27,787 $1.42M <0.01% +16,337 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,247 $1.4M 0.01% +20,134 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 27,130 $1.39M 0.02% +9,664 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 26,694 $1.37M <0.01% new 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 26,413 $1.36M 0.33% +8,848 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 25,622 $1.31M 0.12% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 25,368 $1.3M 0.18% +11,258 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 25,057 $1.28M 0.57% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 21,576 $1.1M <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,983 $1.07M 0.03% +5,626 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,030 $1.03M 0.01% new 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 19,562 $1M 0.22% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 19,231 $985K 0.01% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 18,952 $970K 0.27% +810 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 14,879 $762K 0.04% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 10,608 $543K 0.19% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 10,558 $541K 0.12% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 10,008 $512K 0.16% +98 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 9,892 $506K 0.36% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 9,497 $486K 0.43% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,783 $450K 0.02% -262 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,719 $446K <0.01% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 8,587 $440K 0.06% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,978 $408K 0.02% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 7,383 $378K 0.05% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,000 $307K <0.01% 0 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,675 $291K <0.01% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,644 $290K <0.01% -587 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,483 $281K 0.03% +483 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,447 $279K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,352 $274K 0.2% 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,301 $271K 0.09% -29,606 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,280 $270K 0.09% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,143 $263K <0.01% -42,346 13F-HR Timeline Group Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 4,629 $237K 0.12% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,062 $208K 0.11% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,631 $186K <0.01% +1,257 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,564 $80.1K 0.02% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 654 $33.5K <0.01% new 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 233 $11.9K <0.01% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 200 $10.2K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.