BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 19,754,720 $570M 0.05% +10,284,308 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,742,074 $108M 0.04% +24,154 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,046,291 $87.9M 1.72% +120,975 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,950,734 $85.2M 0.18% +101,492 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,640,935 $76.2M 0.01% -30,168 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,616,136 $75.5M 0.02% -211,008 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 2,219,726 $64.1M 6.73% -150,000 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,198,521 $63.4M +88,376 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,668,095 $48.1M 0.01% +85,237 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 1,469,867 $42.4M 0.01% -29,751 13F-HR/A Timeline Group SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 1,231,447 $35.5M 5.21% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,178,496 $34M 0.06% -5,260 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 1,141,236 $32.9M 0.01% -57,653 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,026,701 $29.3M 0.87% +6,455 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,006,173 $29M 0.97% -26,645 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 967,015 $27.9M 0.01% 0 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 913,400 $26.4M 0.94% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 884,839 $25.5M 0.14% +255,745 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 842,473 $24.3M 0.01% +176,759 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 748,228 $21.6M 0.48% +17,813 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 610,874 $17.6M 0.15% +139,669 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 608,311 $17.6M 0.47% +51,071 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 562,071 $16.5M 1.51% 0 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 530,421 $15.1M +43,100 Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 519,549 $15M 2.04% +104,322 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 504,008 $14.5M 0.03% +28,880 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 491,518 $14.2M 2.06% -7,164 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 490,654 $14.2M 0.08% +271,062 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 475,211 $13.7M 0.13% -23,439 13F-HR Timeline Group Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 474,859 $13.7M 4.56% +29,000 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 478,049 $13.5M 2.25% -128,680 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 437,405 $12.6M 0.87% +4,557 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 431,187 $12.4M 0.04% +126,825 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 391,768 $11.3M 0.01% -5,125 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 386,088 $11.1M 4.02% +6,951 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 384,557 $11.1M 0.13% -443,070 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 383,121 $11.1M 3.38% +9,949 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 370,337 $10.7M 2.25% +20,320 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 344,282 $9.94M 1.21% +31,121 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 343,000 $9.9M 1.57% -88,212 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 337,367 $9.74M 0.12% -7,150 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 327,509 $9.45M 4.12% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 326,655 $9.43M 0.02% +35,746 13F-HR/A Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 324,257 $9.36M 0.01% +127,075 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 319,435 $9.22M 4.69% +34,932 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 308,905 $8.91M 7.63% +13,068 13F-HR Timeline Group CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 305,337 $8.81M 4.68% +1,466 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 296,355 $8.55M 0.34% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 302,138 $8.55M 0.05% -34,985 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 290,815 $8.39M 0.01% +52,417 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 290,131 $8.37M 0.01% +71,393 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 281,365 $8.12M 1.23% +3,808 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 275,783 $7.96M 2.09% +19,926 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 273,154 $7.88M 0.05% +22,168 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 269,033 $7.76M 0.03% -15,168 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 223,412 $6.45M <0.01% -1,217 13F-HR/A Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 221,610 $6.4M 0.52% +4,485 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 221,385 $6.39M 0.01% new 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 212,123 $6.12M 0.02% 0 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 207,643 $5.99M 0.07% +9,152 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 207,612 $5.99M 0.01% +101,539 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 206,442 $5.96M 3.12% +1,323 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 202,501 $5.84M 0.01% +47,222 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 200,494 $5.79M <0.01% +630 13F-HR Timeline Group Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 194,793 $5.62M 2.37% +2,206 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 186,146 $5.37M 1.59% +11,456 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 185,858 $5.36M 0.39% +8,968 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 185,398 $5.35M 0.89% +10,355 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 178,833 $5.16M 0.12% +9,539 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 178,384 $5.15M +17,817 Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 176,905 $5.11M 0.52% +10,827 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 176,682 $5.1M 0.01% -168,345 13F-HR Timeline Essex LLC More: the full row for Essex LLC 173,486 $5.01M 1.08% +14,310 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 170,214 $4.91M 0.06% -22,408 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 169,800 $4.9M 0.15% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 161,709 $4.67M 0.01% +31,803 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 160,926 $4.64M <0.01% -1,076 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 153,473 $4.43M 0.63% -3,588 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 153,330 $4.43M <0.01% +12,979 13F-HR Timeline Group Family Legacy, Inc. More: the full row for Family Legacy, Inc. 152,496 $4.4M 1.51% +3,772 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 151,841 $4.38M 0.33% +4,408 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 149,311 $4.31M 2.83% +33,445 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 144,194 $4.13M 1.39% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 142,709 $4.12M 0.05% +68,686 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 128,212 $3.7M 0.38% +14,541 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 126,485 $3.65M 0.29% -11,068 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 125,515 $3.62M <0.01% -7,087 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 124,350 $3.59M 1.27% -90,582 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 122,805 $3.54M 0.83% +4,086 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 121,773 $3.51M 0.04% +2,208 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 119,945 $3.46M 1.25% +22 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 119,813 $3.44M 0.08% +6,693 13F-HR Timeline Group SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 118,652 $3.42M 2.6% +1,941 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 117,107 $3.38M 0.03% +25,059 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 115,739 $3.34M 0.02% -3,132 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 111,459 $3.22M 0.25% +11,396 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 110,290 $3.18M 2.37% +6,552 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 109,825 $3.17M 0.86% +3,440 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 107,886 $3.11M 0.01% +1,078 13F-HR Timeline LPF Advisors LLC More: the full row for LPF Advisors LLC 107,454 $3.1M 2.54% +9,474 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 106,881 $3.08M 0.41% +5,704 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 101,174 $2.92M 0.01% -299 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 101,135 $2.92M 0.15% -497,433 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 92,171 $2.66M 1.41% +1,157 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 91,831 $2.65M 0.22% +3,061 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 90,230 $2.6M 0.02% +527 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 89,728 $2.59M 0.02% +8,189 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 89,100 $2.57M 0.01% +100 13F-HR Timeline Group Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 91,563 $2.5M 1.79% +1,457 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 84,941 $2.45M 0.03% -730 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 81,684 $2.36M 1.31% +2,530 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 80,464 $2.32M 0.58% +4,073 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 79,438 $2.29M <0.01% +21,176 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 78,057 $2.25M 0.07% -1,097 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 77,495 $2.24M 0.8% +3,594 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 71,631 $2.07M 0.21% +6,775 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 71,439 $2.06M 0.07% +7,301 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 68,746 $1.98M 0.02% -16,700 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 68,092 $1.97M 0.25% +5,707 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 65,513 $1.89M 0.03% -11,859 13F-HR Timeline Group ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 64,773 $1.87M 0.6% -3,143 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 63,435 $1.83M 0.07% -114,837 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 59,671 $1.72M 0.85% +595 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 59,566 $1.72M 0.37% new 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 58,301 $1.68M 1.53% -482 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 56,865 $1.64M 0.62% +3,201 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 56,016 $1.62M 1.02% +1,107 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 55,887 $1.62M 0.02% +28,661 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 55,112 $1.59M 2.12% -8 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 54,387 $1.57M 0.06% -14,413 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 52,322 $1.5M 0.02% +6,558 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 50,798 $1.47M <0.01% +25,908 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 50,706 $1.46M 0.05% 0 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 50,608 $1.46M 0.12% -4,099 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 50,000 $1.44M 0.19% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 49,789 $1.44M 1.1% +392 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 48,326 $1.39M 0.69% -6,713 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 47,846 $1.38M 0.03% +35,133 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 47,475 $1.37M 0.42% -2,259 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 45,483 $1.31M 0.23% +7,088 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 45,202 $1.3M 0.09% +967 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 45,017 $1.3M 0.03% -437 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 44,993 $1.3M 0.02% -14,276 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 44,162 $1.27M 0.58% +8,527 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 43,882 $1.27M 0.44% +6,296 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 42,412 $1.22M 0.09% +28,477 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 41,891 $1.21M <0.01% -816 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 41,420 $1.19M <0.01% +2,100 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 40,883 $1.18M 0.09% +3,771 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 40,281 $1.16M 1.27% -42,323 13F-HR/A Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 39,333 $1.14M 0.01% +26,341 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 39,323 $1.13M 0.41% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 39,173 $1.13M 0.37% +13,515 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 38,557 $1.11M 0.1% -9,502 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 37,114 $1.07M 0.04% +5,322 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 36,661 $1.06M 0.03% -54,496 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 36,270 $1.05M 0.5% -110,051 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 36,144 $1.04M 0.3% -1,436 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 35,870 $1.04M 0.93% -160 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 34,700 $1M 0.75% -3,100 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 34,695 $1M 0.13% +1,241 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 34,264 $982K 0.32% -315 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 33,779 $975K 0.35% -598 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 33,643 $971K 0.04% +1,606 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 33,047 $954K <0.01% +17,334 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 33,739 $946K 0.18% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 32,776 $946K 0.12% -11,943 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 32,638 $942K 0.01% -4,329 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 32,232 $930K 0.49% +1,259 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 31,023 $894K 0.09% +4,581 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 30,971 $890K 0.02% -11,699 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 30,480 $880K 0.49% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 30,223 $872K 0.07% +5,416 13F-HR/A Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 28,312 $817K 0.6% +3,129 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 27,815 $803K 0.06% -1,556 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 26,914 $777K 0.11% -10,467 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 26,570 $767K 0.53% +8,857 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 26,025 $751K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 25,839 $746K 0.05% +756 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24,713 $713K 0.02% +6,843 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 24,544 $708K 0.12% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 24,137 $697K 0.18% -3,255 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 23,658 $683K 0.65% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 23,600 $681K 0.17% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 22,951 $662K 0.12% +1,620 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 22,239 $642K 0.24% -1,890 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 22,055 $636K -49,457 Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 21,494 $620K 0.03% +2,258 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 21,256 $613K 0.01% -12,000 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 19,993 $577K <0.01% -949 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,487 $562K <0.01% +6 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 19,368 $559K <0.01% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 19,246 $555K 0.04% -1,466 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 19,026 $549K 0.33% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 18,868 $545K 0.03% -3,188 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 18,166 $527K 0.25% -106 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 18,131 $523K 0.23% -1,962 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 18,060 $521K 0.34% +1,367 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 17,378 $502K 0.01% -2,238 13F-HR Timeline Group Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 16,872 $487K 0.31% -998 13F-HR Timeline