CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,690,271 $77M 0.2% +42,963 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/ 1,165,892 $53.1M <0.01% +454,195 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 229,310 $10.4M 0.58% +172,726 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 203,070 $9.25M 0.01% +5,470 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 149,652 $6.82M 3.31% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 117,246 $5.34M <0.01% +2,103 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 88,503 $4.03M <0.01% +7,105 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 75,456 $3.44M 0.02% +10,119 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 59,939 $2.73M 0.3% -27,673 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 55,293 $2.52M <0.01% +33,051 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 53,545 $2.44M 0.03% +457 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 42,428 $1.93M 0.01% +30,114 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 40,485 $1.82M 0.07% +1,155 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 37,278 $1.7M 0.02% +2,392 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 33,078 $1.52M 0.64% +1,250 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 33,382 $1.52M 0.77% +738 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,815 $1.4M <0.01% -112 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 27,656 $1.26M <0.01% +8,918 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 27,186 $1.24M +27,056 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 26,414 $1.19M <0.01% -856 13F-HR/A Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 21,439 $976K 0.45% +948 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,829 $903K <0.01% +114 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 19,319 $880K 0.07% -2,271 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 18,456 $840K 0.75% +271 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 16,297 $742K 0.06% +832 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,256 $740K <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,107 $734K <0.01% -271 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 16,105 $733K 0.3% -482 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 13,583 $619K 0.12% +7,527 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,071 $550K 0.01% +198 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 11,867 $540K 0.1% -33,348 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 11,517 $524K 0.52% -9 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,754 $494K 0.05% -322 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 10,799 $492K 0.41% +990 13F-HR/A Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 9,930 $452K 0.21% +235 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 8,995 $410K 0.19% -48,057 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,250 $376K 0.01% +1,623 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,990 $364K 0.01% new 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 7,902 $360K 0.14% -25 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,678 $350K <0.01% -427 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,582 $345K <0.01% -561 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,530 $343K 0.01% -300 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,141 $325K <0.01% +362 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,251 $285K <0.01% new 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 5,753 $262K 0.09% +1 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 5,439 $248K 0.1% +411 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,550 $207K <0.01% +3,563 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,169 $144K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,694 $123K 0.02% -436 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,614 $119K <0.01% -99 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,371 $108K 0.01% -994 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,325 $106K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,846 $84.1K 0.01% +149 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,678 $76.4K 0.06% -211 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,533 $69.8K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,466 $66.8K <0.01% -9 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 703 $32K <0.01% +2 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 624 $28.4K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 454 $20.7K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 309 $14K 0.01% +54 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 269 $12.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 213 $9.7K <0.01% -100 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 180 $8.2K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 88 $4.01K <0.01% +34 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 84 $3.83K <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 73 $3.34K <0.01% -1 13F-HR/A Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 53 $2.41K <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. 17 $774 <0.01% -29 13F-HR Timeline Group 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/A Timeline Group