CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,647,308 $76.5M 0.21% +4,602 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/ 711,697 $33.1M <0.01% +35,895 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 197,600 $9.18M 0.01% -446 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 115,143 $5.35M <0.01% +11,412 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 87,612 $4.07M 0.45% -3,509 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 81,398 $3.78M <0.01% +3,129 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 65,337 $3.03M 0.01% +4,861 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 57,052 $2.65M 0.93% -3,427 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 56,584 $2.63M 0.17% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 53,088 $2.47M 0.03% -3,462 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 45,215 $2.1M 0.32% +3,991 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 39,330 $1.83M 0.07% +2,334 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 34,886 $1.62M 0.02% +2,031 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 32,644 $1.52M 0.81% -309 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 31,828 $1.48M 0.66% -4,326 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,927 $1.44M <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 27,270 $1.27M <0.01% -508 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,242 $1.03M <0.01% +3,250 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 21,590 $1M 0.08% +3,259 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 20,491 $952K 0.46% +713 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,715 $916K <0.01% -622 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 18,738 $870K <0.01% -962 13F-HR Timeline Group Vericrest Private Wealth More: the full row for Vericrest Private Wealth 18,185 $845K 0.75% 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 16,587 $770K 0.33% +179 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,378 $761K <0.01% -3,679 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 15,465 $718K 0.06% -777 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 12,314 $572K <0.01% +5,256 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,873 $551K 0.01% +309 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 11,526 $535K 0.52% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,076 $503K 0.06% new 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 9,809 $456K 0.4% 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 9,695 $450K 0.2% -1,079 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,143 $378K 0.01% -183 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,105 $376K <0.01% -1,854 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 7,927 $368K 0.15% -120 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,830 $364K 0.01% -25 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 7,796 $362K 0.22% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,779 $315K <0.01% +423 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,627 $308K 0.01% +795 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,056 $281K 0.04% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,917 $275K 0.01% -73 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 5,752 $267K 0.05% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,577 $259K 0.02% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,323 $247K <0.01% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 5,028 $234K 0.09% -53,944 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,002 $232K <0.01% +129 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,410 $205K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,395 $204K <0.01% +53 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,365 $156K 0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,169 $147K <0.01% -102 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,130 $145K 0.03% -7 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,713 $126K <0.01% +884 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,889 $87.7K 0.07% -937 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,697 $78.8K <0.01% +3 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,533 $71.2K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,475 $68.5K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 987 $46K <0.01% -650 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 701 $32.5K <0.01% new 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 $16.6K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 313 $14.5K <0.01% +66 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 255 $12K 0.01% +5 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 213 $9.89K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 180 $8.36K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 130 $6.04K <0.01% new 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. 128 $5.94K <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 84 $3.9K <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 74 $3.44K <0.01% +73 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 54 $2.49K <0.01% -8 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 53 $2.46K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20 $929 <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 46 $789 <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3 $139 <0.01% 0 13F-HR Timeline Group