CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,642,706 $76.5M 0.23% +44,891 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/ 675,802 $31.5M <0.01% +11,574 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 198,046 $9.22M 0.01% +8,839 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 103,731 $4.83M <0.01% -528 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 91,121 $4.24M 0.5% +3,878 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 78,269 $3.64M <0.01% +6,157 13F-HR/A Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 60,479 $2.82M 1.14% -3,590 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 60,476 $2.82M 0.01% +1,871 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 58,972 $2.75M 0.78% +4,626 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 58,336 $2.72M <0.01% +30,256 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 56,550 $2.63M 0.03% +4,203 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 41,224 $1.92M 0.29% +801 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 36,996 $1.72M 0.11% +1,140 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 36,154 $1.68M 0.81% +1,746 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 35,259 $1.64M 1.36% +3,549 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 32,953 $1.53M 0.84% +1,989 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 32,855 $1.53M 0.03% -22,211 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 27,778 $1.29M <0.01% -4,162 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 20,337 $943K <0.01% +1,038 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 20,057 $934K <0.01% -2,477 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 19,778 $921K 0.49% +619 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 19,700 $917K <0.01% -36 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 18,992 $884K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18,331 $853K 0.07% -743 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 16,408 $764K 0.35% +170 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 16,242 $756K 0.05% +882 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,564 $538K 0.01% +57 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 9,964 $521K 0.18% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 10,774 $502K 0.23% -499 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,959 $464K <0.01% new 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,326 $388K 0.01% +2,849 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 8,047 $375K 0.16% -94 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,855 $366K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,328 $341K <0.01% -502 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,058 $329K <0.01% +454 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,356 $296K 0.01% -1,307 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,990 $279K 0.01% -1,058 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,832 $271K 0.01% +1,171 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,873 $227K <0.01% -14 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,342 $202K <0.01% -2,523 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,271 $152K <0.01% -3,188 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,137 $146K 0.03% +15 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,826 $132K 0.14% -156 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,829 $85.2K <0.01% +47 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,761 $82K 0.01% +21 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,694 $78.9K 0.01% +2 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,637 $76K <0.01% +330 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,533 $71.4K 0.04% +1,218 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,475 $68.7K <0.01% -62 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 624 $29K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 358 $16.7K 0.01% +22 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 269 $12.5K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 250 $12K 0.01% +16 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 247 $11.5K <0.01% -57 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 213 $9.91K <0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 180 $8.38K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 84 $3.92K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 62 $2.87K <0.01% +32 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 53 $2.47K <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 51 $2.37K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20 $931 <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3 $140 <0.01% -175 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $41 <0.01% -1 13F-HR Timeline Group