BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,192,991 $54.7M <0.01% +27,099 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 248,058 $11.4M 0.56% +18,748 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 203,626 $9.33M 0.01% +556 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 149,153 $6.83M 3.09% -499 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 129,939 $5.95M <0.01% +12,693 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 99,749 $4.57M <0.01% +11,246 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 59,327 $2.72M 0.25% -612 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 54,686 $2.51M <0.01% -607 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 40,553 $1.86M <0.01% +24,297 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 40,485 $1.86M 0.06% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 40,121 $1.84M 0.02% -13,424 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 37,278 $1.71M 0.02% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 37,148 $1.7M <0.01% +10,734 13F-HR Timeline Group Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 36,377 $1.67M 0.66% +3,299 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 33,769 $1.55M 0.72% +387 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 31,192 $1.43M 0.01% -44,264 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 27,961 $1.28M <0.01% +305 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 27,898 $1.28M +712 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 25,339 $1.16M <0.01% +5,510 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 22,394 $1.03M 0.4% +955 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 22,141 $1.01M 0.9% +3,685 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 21,559 $988K 0.19% +7,976 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 20,842 $955K <0.01% -21,586 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 17,446 $799K <0.01% +1,339 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,732 $766K <0.01% -14,083 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16,508 $756K 0.05% -2,811 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 16,502 $756K 0.06% +205 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,278 $562K 0.01% +207 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,782 $540K <0.01% new 13F-HR/A Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 11,722 $537K 0.09% -145 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 11,510 $527K 0.43% -7 13F-HR/A Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 11,231 $514K 0.38% +432 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,992 $459K 0.04% -762 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 9,402 $431K 0.18% -528 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,523 $390K 0.01% +273 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,220 $377K <0.01% +542 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,818 $358K 0.15% -1,177 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 7,768 $356K 0.13% -134 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,680 $352K 0.01% +150 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,688 $306K <0.01% +437 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,240 $286K 0.02% -1,750 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,178 $283K <0.01% -963 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,927 $272K <0.01% -1,655 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 5,861 $268K 0.15% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,172 $237K <0.01% new 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,956 $227K 0.09% -797 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 4,916 $225K 0.08% -523 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,541 $208K <0.01% -9 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,379 $201K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,163 $145K <0.01% +549 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,062 $140K 0.01% +1,216 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,826 $129K <0.01% -343 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,935 $88.6K 0.02% -759 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,785 $81.8K 0.01% -586 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,564 $71.6K 0.04% -114 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,533 $70.2K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,339 $61.3K <0.01% -127 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 915 $41.9K 0.02% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 705 $32.3K <0.01% +2 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 460 $21.1K <0.01% +6 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 298 $14K 0.01% -11 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 269 $12.3K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 213 $9.76K <0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 181 $8.29K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 92 $4.21K <0.01% +4 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 84 $3.85K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 21 $962 <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20 $916 <0.01% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 17 $779 <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 8 $366 <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3 $137 <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $66 <0.01% -72 13F-HR Timeline Group