JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,658,312 $613M 0.99% +16,624,593 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,963,845 $477M 0.12% +2,368,065 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,820,984 $398M 0.13% +1,833,869 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,425,196 $163M 0.01% -496,913 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,498,588 $129M +74,029 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,401,063 $125M 0.01% +1,003,167 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,167,950 $117M 0.04% +419,812 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,517,266 $92.6M 0.12% +1,097,173 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,031,726 $74.7M 1.37% +23,591 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,533,039 $56.4M 5.25% +20,501 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,522,931 $56M 0.01% +614,520 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,062,939 $39.1M 4.8% -516,918 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,029,239 $37.9M 8.74% new 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 840,273 $30.9M 7.57% +35,148 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 837,922 $30.8M 14.34% -165,291 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 720,517 $26.5M 1.01% +89,024 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 685,926 $25.2M <0.01% +55,650 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 637,841 $23.5M 0.04% +331,946 13F-HR/A Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 603,600 $22.2M 0.04% +510,000 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 567,951 $20.9M 4.14% +132,201 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 555,620 $20.4M 1% +670 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 523,209 $19.2M 14.37% +37,159 13F-HR/A Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 492,981 $18.1M 10.72% +18,862 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 491,805 $18.1M 0.75% +91,336 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 477,034 $17.6M <0.01% -96,364 13F-HR/A Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 461,922 $17M 1.46% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 387,225 $14.2M +101,302 Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 385,922 $14.2M 0.83% +9,909 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 374,045 $13.8M 0.04% +22,370 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 366,954 $13.5M <0.01% +225,803 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 357,751 $13.2M 0.07% -2,625 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 320,671 $12M 0.02% +255,838 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 296,568 $10.9M 1.44% +174,619 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 269,439 $9.91M 1.27% +6,716 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 258,054 $9.49M 0.02% -81,523 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 240,780 $8.86M 0.03% +26,940 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 230,633 $8.46M 0.01% +67,751 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 227,616 $8.37M 0.94% +8,058 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 220,971 $8.13M 0.04% +140,176 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 213,424 $7.85M 0.52% +39,344 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 236,281 $7.85M 0.95% +86,620 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 196,458 $7.23M 0.31% +14,261 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 214,206 $7.11M 2.44% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 190,216 $7M 0.08% +11,029 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 188,415 $6.93M 0.41% +5,576 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 179,979 $6.62M 0.01% +161,961 13F-HR Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 160,450 $5.91M 2.2% +7,824 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 155,216 $5.71M 2.4% -238 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 152,094 $5.6M 0.13% -1,270 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 131,024 $4.82M 0.03% +62,409 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 126,650 $4.66M 0.01% +30,292 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 125,694 $4.62M 0.21% +35,594 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 123,818 $4.56M 1.31% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 115,356 $4.24M 1.66% -2,818 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 112,533 $4.14M 0.02% +3,555 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110,244 $4.06M <0.01% -97,709 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 110,174 $4.05M 0.24% +3,230 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 105,535 $3.88M 1.05% +6,354 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 101,501 $3.73M 1% -750 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 99,278 $3.65M 0.04% +9,269 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 94,953 $3.49M <0.01% new 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 92,334 $3.42M 0.36% +23,049 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 90,084 $3.31M 0.03% +10,909 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 90,043 $3.31M 2.91% +26,311 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 80,985 $2.98M 0.83% +16,628 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 80,568 $2.96M 0.25% +2,172 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 73,933 $2.72M 1.36% +56,689 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 70,820 $2.61M 0.14% +35,767 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 69,125 $2.54M 0.79% +936 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 68,148 $2.51M 0.53% +34,562 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 65,696 $2.42M <0.01% +8,317 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 63,469 $2.39M 0.04% +4,743 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 65,065 $2.39M <0.01% +61,043 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 64,709 $2.38M 0.64% -3,742 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 64,672 $2.38M 0.27% -6,305 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 60,269 $2.22M 1.72% +1,671 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 57,620 $2.12M 0.84% +6,442 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 55,754 $2.05M <0.01% -58,433 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 55,103 $2.03M 0.05% +21,111 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 54,725 $2.01M 1.18% -247,294 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 49,943 $1.9M 0.17% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 45,678 $1.68M 0.28% +30,252 13F-HR/A Timeline LM Advisors LLC More: the full row for LM Advisors LLC 40,568 $1.49M 0.19% +1,013 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 39,656 $1.46M 0.62% +9,690 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 39,399 $1.45M 0.21% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 35,328 $1.32M 0.47% +3,179 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 33,241 $1.22M 0.8% +4,017 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 31,536 $1.16M 0.06% +1,375 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 30,795 $1.13M 0.47% +5,869 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 29,108 $1.07M 0.07% +2,820 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 27,900 $1.03M <0.01% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 24,955 $918K 0.35% -2,388 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 24,351 $896K 0.02% +13,541 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 23,778 $889K 0.32% +3,183 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 23,069 $849K 0.37% +4,305 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 22,849 $841K 0.02% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 22,200 $817K 0.42% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 21,438 $789K <0.01% -1,835 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 20,580 $757K 0.01% +2,453 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 19,785 $728K 0.58% +4,200 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 18,951 $697K 0.02% +7,364 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,761 $690K <0.01% +6,359 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 17,464 $643K 0.27% +3,460 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,151 $631K <0.01% +2,450 13F-HR Timeline Group Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 14,803 $545K 0.41% +4,123 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,683 $540K 0.03% +1,587 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,303 $526K 0.01% -146,323 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,430 $457K <0.01% +5,730 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 11,916 $438K 0.14% new 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 10,558 $388K 0.27% new 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 10,264 $378K 0.06% +100 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,231 $303K <0.01% +1,939 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,201 $302K 0.01% +951 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 8,180 $301K 0.2% -515 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,061 $260K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,927 $255K 0.01% +666 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,883 $253K 0.02% -877 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 6,698 $246K 0.19% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 6,643 $244K 0.18% -395 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,921 $218K 0.02% -394 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,912 $218K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 5,447 $200K 0.13% +4,447 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,737 $174K <0.01% -1,697 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,475 $128K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,732 $101K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,376 $87.4K <0.01% -737 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,277 $83.8K <0.01% -1,513 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,182 $80.3K <0.01% +1,163 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,961 $72.1K <0.01% +544 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,007 $37K 0.03% -68 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 385 $14.2K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 196 $7K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 117 $4.3K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 106 $3.9K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 36 $1.32K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 5 $184 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.