BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,470,412 $272M 0.03% +984,949 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 5,129,285 $147M 0.53% +195,085 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,717,920 $107M 0.04% -54,886 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,925,316 $83.9M 1.71% +116,162 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,849,242 $81.7M 0.18% +46,829 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,827,144 $81.1M 0.02% +1,002,192 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,671,103 $76.6M 0.01% -13,647 13F-HR/A Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 2,369,726 $67.9M 3.98% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,110,145 $60.5M -61,912 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,582,858 $45.4M 0.01% +535,771 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,499,618 $43M 0.01% +122,972 13F-HR Timeline Group SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 1,231,447 $35.3M 5.02% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,198,889 $34.4M 0.01% +13,587 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,183,756 $33.9M 0.06% -39,653 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,032,818 $29.6M 0.96% +11,191 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,020,246 $29.1M 0.83% -1,186 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 967,015 $27.7M 0.01% 0 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 913,400 $26.2M 0.89% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 827,627 $23.7M 0.28% +24,950 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 730,415 $20.9M 0.48% +59,762 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 665,714 $19.1M 0.01% 13F-HR/A Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 629,094 $18M 0.1% +13,209 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 606,729 $17.4M 1.9% -101,598 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 598,568 $17.2M 0.88% +1,414 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 562,071 $16.5M 1.47% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 557,240 $16M 0.44% +19,841 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 498,682 $14.3M 2.01% +1,501 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 498,650 $14.3M 0.12% +17,671 13F-HR Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 487,321 $14M +25,000 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 475,128 $13.6M 0.03% -4,944 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 471,205 $13.5M 0.11% +18,185 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 445,859 $12.8M 4.5% +103,418 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 432,848 $12.4M 0.82% -26,094 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 431,212 $12.4M 2.02% +29,480 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 415,227 $11.9M 1.62% +104,475 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 396,893 $11.4M 0.01% +10,550 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 379,137 $10.9M 3.99% +19,964 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 373,172 $10.7M 3.31% +422 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 350,017 $10M 2.11% +40,860 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 349,287 $10M 1.11% -51,242 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 345,027 $9.89M 0.02% +2,665 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 344,517 $9.88M 0.12% +5,350 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 337,123 $9.75M 0.05% +7,658 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 313,161 $8.98M 1.09% +16,746 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 304,362 $8.73M 0.03% +3,169 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 303,871 $8.71M 4.73% +6,542 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 295,837 $8.48M 7.09% +2,362 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 291,159 $8.44M 1.33% +3,044 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 290,909 $8.34M 0.01% -423,689 13F-HR Timeline Group PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 284,503 $8.16M 4.24% +84,311 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 284,201 $8.15M 0.03% +7,210 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 282,562 $8.1M 1.12% +6,567 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 277,557 $7.96M 1.24% +11,737 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 255,857 $7.34M 1.88% +17,220 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 250,986 $7.2M 0.05% +12,222 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 238,398 $6.83M 0.01% -6,854 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 224,629 $6.44M <0.01% +12,559 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 219,592 $6.3M 0.04% -92,867 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 218,738 $6.27M 0.01% +95,012 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 217,125 $6.22M 0.52% +9,910 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 214,932 $6.16M 2.38% 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 212,123 $6.08M 0.02% -1,300 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 205,119 $5.88M 3.05% -43,815 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 199,864 $5.73M 0.01% +22,732 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 198,491 $5.69M 0.07% +4,678 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 197,182 $5.65M 0.01% +81,386 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 194,910 $5.59M 0.01% +15,206 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 192,622 $5.52M 0.07% -33,278 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 192,587 $5.52M 2.38% +7,730 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 178,272 $5.11M 0.17% -146,656 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 176,890 $5.07M 0.35% -3,771 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 175,043 $5.02M 0.81% -466 13F-HR/A Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 174,690 $5.01M 1.54% +7,381 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 169,800 $4.87M 0.14% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 169,294 $4.85M 0.11% +5,457 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 166,078 $4.76M 0.47% -6,822 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 162,002 $4.64M <0.01% +6,604 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 160,567 $4.6M +10,930 Timeline Essex LLC More: the full row for Essex LLC 159,176 $4.56M 0.96% +6,116 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 157,061 $4.5M 0.65% +5,932 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 155,279 $4.45M <0.01% +64,300 13F-HR Timeline Group Family Legacy, Inc. More: the full row for Family Legacy, Inc. 148,724 $4.27M 1.45% +7,862 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 147,433 $4.23M 0.31% -1,597 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 146,321 $4.2M 2.04% -12,934 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 144,194 $4.13M 1.39% -89,885 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 140,351 $4.02M <0.01% -353,593 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 137,553 $3.94M 0.29% +1,304 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 132,602 $3.8M <0.01% -197,151 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 129,906 $3.72M 0.01% +3,319 13F-HR/A Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 119,923 $3.44M 1.3% +4,766 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 119,565 $3.43M 0.05% -688 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 118,871 $3.41M 0.02% -114 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 118,719 $3.4M 0.81% +6,818 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 116,711 $3.35M 2.51% +4,765 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 115,866 $3.32M 2.23% +23,352 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 113,671 $3.26M 0.34% +10,020 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 113,120 $3.24M 0.07% -21,289 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 111,307 $3.19M 0.34% +3,269 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 106,808 $3.06M 0.01% -10,335 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 106,385 $3.05M 0.85% +2,588 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 106,073 $3.04M 0.01% +704 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 103,738 $2.97M 2.25% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 101,473 $2.91M 0.01% +10,021 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 101,177 $2.9M 0.35% +7,547 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 100,063 $2.87M 0.22% +92 13F-HR Timeline LPF Advisors LLC More: the full row for LPF Advisors LLC 97,980 $2.81M 2.35% +7,455 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 92,048 $2.64M 0.02% +3,290 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 91,157 $2.61M 0.07% +3,817 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 91,014 $2.61M 1.37% +674 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 90,995 $2.61M 0.95% -419 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 89,703 $2.61M 0.02% -107 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 90,106 $2.58M 1.56% +2,975 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 89,000 $2.55M 0.01% +800 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 88,770 $2.55M +1,115 Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 85,671 $2.46M 0.03% +6,905 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 85,446 $2.45M 0.04% -109,323 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 82,604 $2.37M 2.54% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 81,539 $2.34M 0.01% +60,490 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 79,154 $2.27M 0.07% +1,345 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 79,154 $2.27M 1.32% +21,615 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 77,372 $2.22M 0.03% -3,203 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 76,391 $2.19M 0.54% +12,824 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 74,030 $2.12M 1.33% +1,402 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 74,023 $2.12M 0.02% -28,620 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 73,901 $2.12M 0.82% -10,237 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 71,512 $2.05M -38,519 Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 70,362 $2.02M 2.26% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 68,800 $1.97M 0.07% -6,033 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 67,916 $1.95M 0.7% +785 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 64,856 $1.86M 0.22% new 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 64,634 $1.85M 0.1% -14,894 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 64,138 $1.84M 0.06% -1,722 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 63,097 $1.81M <0.01% new 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 62,385 $1.79M 0.23% +10,395 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 59,269 $1.7M 0.02% +1,919 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 59,076 $1.69M 0.83% -168,118 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 58,783 $1.69M 1.26% -255 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 58,262 $1.67M <0.01% +30,362 13F-HR Timeline Group CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 55,120 $1.58M 2.03% +2,523 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 55,039 $1.58M 0.8% +390 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 54,909 $1.57M 1% +2,073 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 54,707 $1.57M 0.13% -278 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 53,664 $1.54M 0.36% +7,391 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 53,368 $1.53M 0.31% +5,041 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 50,706 $1.45M 0.05% 0 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 50,000 $1.43M 0.18% 0 13F-HR Timeline Group NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 49,734 $1.43M 0.44% -260 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 49,397 $1.42M 1.07% +1,027 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 48,059 $1.38M 0.13% +16,088 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 45,764 $1.31M 0.02% +475 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 45,454 $1.3M 0.03% -313 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 44,719 $1.28M 0.16% -1,016 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 44,235 $1.27M 0.09% +4,545 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 42,707 $1.22M <0.01% -871 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 42,670 $1.22M 0.04% -64,740 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 41,905 $1.2M 0.02% +26,461 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 39,320 $1.13M <0.01% new 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 38,395 $1.1M 0.22% +3,525 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 37,800 $1.08M 0.77% +1,700 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 37,586 $1.08M 0.36% +3,126 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 37,580 $1.08M 0.3% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 37,381 $1.07M 0.16% -2,905 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 37,112 $1.06M 0.09% +1,584 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 36,967 $1.06M 0.01% -3,407 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 36,030 $1.03M 0.8% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 35,685 $1.02M <0.01% -3,378 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 35,635 $1.02M 0.47% new 13F-HR Timeline Total Clarity Wealth Management, Inc. 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More: the full row for McKinley Carter Wealth Services, Inc. 22,056 $632K 0.04% +415 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 21,538 $618K 0.01% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 21,331 $612K 0.12% +757 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,942 $600K <0.01% -324,178 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,761 $595K <0.01% -9,008 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,712 $594K 0.04% +2,322 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 20,705 $594K 0.01% +4,034 13F-HR Timeline Etesian Wealth Advisors, Inc. 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