UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 316,681 $9.49M <0.01% +195,952 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 263,478 $7.9M <0.01% -47,432 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/ 241,328 $7.23M <0.01% +1,164 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 231,082 $6.93M 0.01% +2,302 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 180,749 $5.42M <0.01% -11,579 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 113,918 $3.41M 0.01% -6,460 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 109,967 $3.3M <0.01% +10,556 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 105,322 $3.16M <0.01% -4,964 13F-HR Timeline Group First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 98,000 $2.94M 1.73% 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 78,929 $2.37M <0.01% +36,742 13F-HR Timeline Group Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 67,772 $2.03M 1.08% -44,948 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 67,408 $2.02M 0.01% -4,885 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 63,010 $1.89M 0.99% -2,680 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 62,732 $1.88M 0.46% -2,777 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 61,360 $1.84M 0.47% -1,116 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 60,728 $1.82M <0.01% -217 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 55,803 $1.67M 0.05% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 54,611 $1.64M <0.01% +12,727 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 53,405 $1.6M 0.65% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 52,358 $1.57M 0.6% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 50,174 $1.5M 0.82% +761 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 48,478 $1.45M 0.03% -301 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 40,929 $1.23M 0.15% +66 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 40,332 $1.21M <0.01% -9,068 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 39,749 $1.19M 0.01% -930 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 38,643 $1.16M 0.42% -639 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,076 $1.02M <0.01% +5,174 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 30,791 $923K 0.48% +1,726 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 26,532 $795K <0.01% -1,230 13F-HR Timeline Group PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 24,813 $744K 0.42% -354 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 24,421 $732K 0.07% -1,109 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 21,114 $633K <0.01% -232 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 20,951 $628K <0.01% -228 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 19,287 $578K 0.01% -17,211 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 18,852 $565K 0.43% +1,161 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 18,253 $547K 0.01% +6,679 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,495 $524K 0.04% -11,525 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 16,622 $498K 0.01% -148 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 16,617 $498K 0.02% -414 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 16,392 $491K 0.21% +3 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 16,133 $484K 0.28% -442 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 16,115 $483K 0.04% +11,565 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,212 $456K 0.01% -148 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 15,175 $455K 0.07% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 14,910 $447K 0.08% -443 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,747 $442K <0.01% +140 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 13,875 $416K 0.2% +49 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 13,861 $415K 0.14% -2,411 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 13,557 $406K 0.04% -2,695 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 13,083 $392K 0.25% -643 13F-HR/A Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 12,854 $385K 0.14% -27 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 12,514 $375K 0.23% -948 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 12,409 $372K 0.02% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 12,307 $369K -8,105 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,786 $353K <0.01% +2,166 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,575 $347K 0.01% -524 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 11,234 $337K 0.06% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 11,225 $336K 0.24% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,838 $325K 0.03% -117 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,985 $299K 0.02% -745 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,921 $297K <0.01% -7,060 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,801 $294K <0.01% -163 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,051 $271K 0.01% -16,558 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 8,715 $266K 0.01% -15 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,410 $252K <0.01% 0 13F-HR Timeline Group Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 8,021 $240K 0.19% -849 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,017 $240K 0.01% -11 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,565 $227K 0.07% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,535 $226K <0.01% +32 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,488 $224K <0.01% -3,980 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 7,367 $221K 0.01% new 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 7,210 $216K 0.1% +540 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,984 $209K <0.01% new 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 6,871 $206K 0.05% -3,852 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,744 $202K 0.02% -151 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,720 $201K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,458 $192K <0.01% +1,828 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,841 $175K <0.01% -727 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,552 $166K <0.01% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,341 $159K <0.01% -616 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,500 $105K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,800 $83.9K <0.01% +1,400 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,750 $82.4K <0.01% -250 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,628 $78.8K <0.01% -295 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,600 $77.9K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,930 $57.8K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,593 $47.7K <0.01% +2 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,365 $40.9K <0.01% +570 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,338 $40.1K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,161 $34.8K 0.01% +7 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 1,088 $32.6K 0.02% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,001 $30K <0.01% -2,192 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 875 $26K <0.01% -35 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 803 $24.1K <0.01% +5 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 710 $21.3K <0.01% -1,015 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 622 $18.6K <0.01% +4 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 610 $18K <0.01% 0 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 500 $15K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 500 $15K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 440 $13.2K <0.01% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 400 $12K <0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 395 $11.8K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 365 $10.9K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 320 $9.59K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 275 $8.24K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 272 $8.15K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 242 $7.25K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 225 $6.97K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 210 $6.29K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 175 $5.25K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 145 $4.35K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 145 $4.35K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 80 $2.4K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 31 $929 <0.01% 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5 $150 <0.01% -121 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.