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 1,263,165 $30.2M <0.01% -953 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 563,974 $13.5M <0.01% +34,808 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 445,889 $10.7M 0.16% +166,457 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 400,538 $9.58M <0.01% -141,729 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 265,079 $6.34M 0.01% 0 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 116,023 $2.78M 0.6% +5,165 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 70,334 $1.68M 0.19% +5,961 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 69,815 $1.67M <0.01% +3,840 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 57,324 $1.37M <0.01% +1,968 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 54,399 $1.3M <0.01% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 48,316 $1.16M <0.01% new 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/ 43,773 $1.05M <0.01% -2,719 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 41,472 $992K 0.12% +6,421 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 40,340 $965K <0.01% +5,595 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 33,772 $808K 0.14% +4,230 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 30,485 $729K <0.01% +17,057 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 26,479 $633K <0.01% -34,238 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 13,387 $320K 0.19% -984 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,947 $310K <0.01% -3,163 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,993 $287K <0.01% +553 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 11,685 $280K 0.07% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 11,579 $277K <0.01% -6,396 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,976 $215K <0.01% +54 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,959 $214K 0.01% -173 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,379 $56.9K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,000 $47.8K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 725 $17.3K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 600 $14.4K <0.01% 0 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 550 $13.2K <0.01% +6 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 429 $10.3K <0.01% 0 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 267 $6.38K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 78 $1.87K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 43 $1.04K <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 $11 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios.