LPL Financial LLC More: the full row for LPL Financial LLC 90,100 $22.5M 0.01% -4,824 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/ 56,028 $14M <0.01% +10,968 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 28,472 $7.1M 0.05% +1,167 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 21,029 $5.25M 0.01% +2,668 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 16,726 $4.17M 0.01% -1,918 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,622 $3.65M 0.01% +1,385 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 10,523 $2.63M 1.1% +897 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,546 $2.38M 0.46% +157 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,701 $2.17M <0.01% +1,197 13F-HR/A Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 7,105 $1.77M 0.46% +1,774 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,208 $1.55M <0.01% -1,989 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,702 $1.42M <0.01% +336 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 5,682 $1.42M <0.01% -1,709 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,196 $1.3M <0.01% +858 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,024 $1M <0.01% -54 13F-HR/A Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,886 $970K <0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,871 $966K 0.03% +34 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,648 $910K 0.19% +436 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 3,628 $905K +772 Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,156 $787K 0.04% +31 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,119 $778K 0.03% +341 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,448 $611K <0.01% +177 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,384 $595K <0.01% -28 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,374 $592K 0.07% -124 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,320 $579K <0.01% -4,562 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,993 $497K <0.01% +102 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,960 $489K <0.01% -840 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,861 $464K <0.01% +262 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,824 $455K <0.01% -4,789 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,786 $446K <0.01% +451 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 1,750 $437K 0.16% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,726 $431K 0.01% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,663 $415K 0.06% +660 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,625 $405K 0.01% -760 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,538 $384K <0.01% -119 13F-HR Timeline Group Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 1,495 $373K 0.37% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,493 $372K <0.01% -3,767 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,452 $362K <0.01% +75 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,215 $303K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,178 $294K 0.01% -34 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,170 $292K <0.01% -15 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 1,056 $263K 0.16% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 967 $241K <0.01% -2 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 910 $227K 0.05% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 838 $222K 0.03% 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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More: the full row for Nova Wealth Management, Inc. 40 $9.98K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 33 $8.23K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 30 $7.57K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 25 $6.28K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 24 $6K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 23 $5.74K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14 $3.49K <0.01% 0 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9 $2.25K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10 $2K <0.01% 0 13F-HR/A Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6 $1.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5 $1.3K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 3 $749 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $499 <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 1 $229 <0.01% 0 13F-HR Timeline Group