PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 20,667,923 $1.06B 1.37% +472,028 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/ 5,219,399 $269M 0.02% +934,216 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,128,135 $161M 0.01% +408,389 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,894,780 $149M 0.05% +307,929 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,423,466 $73.2M 0.06% +428,035 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,304,511 $67.1M 1.85% +1,036,987 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,284,302 $66.1M 7.17% -371,469 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 857,693 $44.1M 0.06% -251,607 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 843,900 $43.4M 0.01% +199,218 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 836,062 $43M 0.01% +300,544 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 784,825 $40.4M 0.09% -26,132 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 733,258 $37.7M <0.01% -464,768 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 689,582 $35.5M 0.02% +595,416 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 680,975 $35M 0.01% +21,324 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 553,273 $28.5M +244,416 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 538,487 $27.7M 0.04% +196,520 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 538,354 $27.7M 9.74% +47,709 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 322,421 $16.5M 0.03% +58,522 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 309,724 $15.9M 0.03% -31,267 13F-HR/A Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 294,821 $15.2M 0.69% +48,929 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 278,138 $14.3M 0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 276,625 $14.2M <0.01% -23,156 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 256,521 $13.2M 1.24% +1,665 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 217,716 $11.2M 0.06% +11,731 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 203,754 $10.5M 4.3% -21,478 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 196,676 $10.1M 0.29% -49,976 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 194,741 $10M 0.58% -1,542 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 189,436 $9.75M 0.08% +133,063 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 185,436 $9.54M 0.5% -319,148 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 184,454 $9.49M 2.59% +10,372 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 183,522 $9.44M 1.36% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 178,769 $9.2M 1.48% +104,631 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 171,349 $8.82M 0.03% +27,194 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 165,508 $8.52M <0.01% +109,454 13F-HR/A Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 163,744 $8.42M 0.25% +4,248 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 158,582 $8.16M 0.51% -397 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 157,730 $8.12M 7.83% -3,687 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 157,036 $8.08M 0.82% +18,285 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 155,613 $8.01M 0.01% +3,725 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 147,081 $7.57M 0.01% +26,111 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 146,527 $7.54M 1.1% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 113,883 $5.86M 0.1% +96,673 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 111,315 $5.7M 2.08% +9,483 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 108,014 $5.56M 1.19% +97,290 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 107,286 $5.52M 0.2% new 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 106,608 $5.48M 0.43% +95,884 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 99,772 $5.13M 0.24% -208,295 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 96,658 $4.97M 0.08% -27,851 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 90,000 $4.63M 3.43% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 87,385 $4.5M 0.03% -457 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 86,855 $4.47M 1.91% 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 84,010 $4.32M 0.49% +1,850 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 83,263 $4.28M 0.01% +36,521 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 81,391 $4.19M 0.14% +3,699 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 80,313 $4.13M 0.08% -315,445 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 78,736 $4.05M 0.27% +33,906 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 70,018 $3.6M <0.01% +21,674 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 58,015 $2.98M 0.02% +10,400 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 56,457 $2.9M 0.05% -5,746 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 53,336 $2.74M 0.01% +22,254 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 51,770 $2.66M 0.32% +11,352 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 44,483 $2.29M 0.17% -8,441 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 42,857 $2.2M 0.02% +17,130 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 41,887 $2.16M 0.16% +1,012 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 37,984 $1.95M 0.02% +15,934 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 36,594 $1.88M +9,844 Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 36,346 $1.87M 0.39% new 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 33,499 $1.72M 0.71% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 33,339 $1.72M 0.02% -54,443 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 31,365 $1.61M 0.36% new 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 30,056 $1.55M 1.08% +2,129 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 29,359 $1.51M 0.02% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 28,223 $1.45M 0.02% +1,461 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 27,864 $1.43M 0.03% +14,196 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 27,178 $1.4M 0.22% +19,853 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 26,897 $1.38M 0.31% +234 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 26,804 $1.38M 0.01% new 13F-HR/A Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 26,457 $1.36M 0.38% +10,946 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 25,728 $1.32M 0.34% +9,673 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 24,500 $1.26M 0.02% +2,050 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 22,155 $1.14M +2,410 Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21,925 $1.13M 0.07% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 20,961 $1.08M 0.02% +12,494 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 20,568 $1.06M 0.01% +14,344 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 20,377 $1.05M 0.52% -450 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 20,131 $1.04M 0.25% +3,612 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,801 $1.02M 0.01% +4,199 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 19,750 $1.02M 0.01% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 19,702 $1.01M 0.41% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19,503 $1M 0.03% -1,963 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 19,407 $998K 0.17% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 18,906 $973K 0.19% +251 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 18,797 $967K <0.01% new 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 18,406 $943K 0.12% -2,388 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 17,009 $875K 0.3% +2,913 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 16,728 $861K 0.01% +368 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 15,673 $806K 0.06% new 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 15,610 $803K 0.7% -7,385 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 15,205 $782K 0.38% +3,063 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 13,800 $710K 0.02% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,771 $709K <0.01% +6,621 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 13,537 $696K 0.11% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 13,393 $689K 0.06% -3,463 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 13,301 $684K 0.35% +657 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 11,622 $598K 0.43% -833 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,223 $578K 0.03% +1,497 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 10,917 $562K 0.07% +1,264 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,789 $555K 0.06% +2,246 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,400 $535K <0.01% +127 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10,175 $524K 0.1% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9,723 $500K 0.32% +4,091 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 9,254 $476K 0.01% -4,712 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,240 $475K 0.03% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,001 $463K 0.05% +200 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,500 $437K 0.01% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,334 $429K 0.07% new 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 8,232 $424K 0.21% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 8,067 $415K 0.03% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,861 $404K 0.16% +1,507 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 7,521 $387K 0.04% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,376 $379K 0.02% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,095 $365K 0.08% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 6,985 $359K 0.11% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,815 $351K <0.01% +3,162 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 6,778 $349K 0.22% +1,892 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,578 $337K 0.04% new 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,446 $332K 0.03% +1,446 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,046 $311K <0.01% +2,889 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,000 $309K <0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,780 $297K <0.01% +333 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 5,563 $286K 0.08% -1,593 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,459 $281K 0.05% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,393 $277K 0.05% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,100 $262K 0.08% -180 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,863 $250K 0.1% -1,686 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,908 $241K <0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,498 $231K 0.02% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,234 $218K <0.01% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,997 $206K 0.02% new 13F-HR/A Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,917 $202K 0.15% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,500 $77.2K 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,428 $73.5K <0.01% +640 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,129 $58.1K <0.01% new 13F-HR/A Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 488 $25.1K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 467 $24K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 398 $20.5K 0.01% +5 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 290 $14.9K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 212 $10.9K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 100 $5.14K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7 $363 <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 0 $18 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.