BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,416,635 $73.1M 0.01% +28,262 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 826,442 $42.6M <0.01% +41,820 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 779,977 $40.3M 0.01% -71,861 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 398,995 $20.6M 0.02% -50,518 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 156,459 $8.07M 0.01% new 13F-HR Timeline Group Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 147,723 $7.62M 7.2% -1,750 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 139,448 $7.2M 1.96% +57,434 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 125,650 $6.48M 0.05% -3,096 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 119,842 $6.18M 0.05% -4,260 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 118,495 $6.11M +166 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 104,745 $5.41M <0.01% +4,298 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 99,020 $5.11M 0.56% +3,279 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 93,820 $4.84M 0.01% +37,607 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 93,151 $4.81M <0.01% +4,710 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 88,226 $4.55M <0.01% +5,057 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 87,692 $4.53M 2.86% -7,753 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 85,869 $4.43M 0.02% -2,531 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 80,272 $4.14M <0.01% -32,621 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 74,657 $3.85M 0.21% -3,218 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 74,265 $3.83M 0.04% +1,488 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 71,836 $3.71M 0.1% -650 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 68,647 $3.54M 0.01% +1,136 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 66,456 $3.43M <0.01% +10,947 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 61,566 $3.18M <0.01% +7,832 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 58,615 $3.02M 0.34% -2,123 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 52,675 $2.72M 0.12% +5,937 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 53,960 $2.65M 0.39% +999 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 45,272 $2.34M <0.01% -106 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 44,485 $2.3M <0.01% +4,808 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 43,591 $2.25M 0.01% +329 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 42,743 $2.21M 0.41% +6,692 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 40,206 $2.07M <0.01% new 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 40,083 $2.07M 0.46% +4,980 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 39,372 $2.03M 0.13% -1,471 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 38,080 $1.97M <0.01% +1,768 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,773 $1.95M <0.01% +493 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 37,540 $1.94M <0.01% -223 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 36,426 $1.88M 0.18% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 31,236 $1.61M 0.41% +738 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 29,580 $1.53M 0.21% -205 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 28,532 $1.47M <0.01% -5,479 13F-HR Timeline Group ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 28,096 $1.45M 0.52% -5,323 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 25,739 $1.33M 0.01% -1,341 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 25,039 $1.29M 0.03% +11,785 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 21,365 $1.1M <0.01% -108,613 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 19,778 $1.02M 0.2% -964 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,613 $1.01M <0.01% +1,653 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 18,859 $973K 0.02% +928 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 18,008 $929K 0.01% -4,843 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,596 $702K <0.01% +60 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 13,120 $677K 0.17% +3,716 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,136 $575K <0.01% +146 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 10,933 $564K 0.05% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 10,686 $551K 0.14% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 10,074 $520K 0.02% new 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 9,327 $481K 0.11% -98 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 9,313 $481K 0.16% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8,396 $433K 0.04% -631 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 7,535 $389K 0.09% +3,237 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,475 $386K <0.01% -264 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 7,270 $375K 0.12% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 7,232 $373K 0.11% -268 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,000 $361K <0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,959 $359K <0.01% -75 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,907 $356K 0.01% +366 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,339 $327K 0.18% -378 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,300 $325K 0.08% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,233 $322K <0.01% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,917 $305K <0.01% -130 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,843 $302K 0.01% 0 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 5,436 $281K 0.09% -307 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,311 $274K 0.01% new 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 5,167 $267K 0.02% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,805 $248K 0.03% +438 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,531 $234K <0.01% +14 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,419 $228K 0.09% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,350 $224K 0.22% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,085 $213K <0.01% -472 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 4,000 $206K 0.15% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,828 $146K <0.01% -18 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,728 $141K <0.01% -65 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,610 $135K <0.01% new 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 2,484 $128K 0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,250 $116K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,142 $111K <0.01% +81 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 2,000 $103K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,775 $93.2K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,259 $65K <0.01% +2 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,000 $51.6K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 750 $38.7K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 630 $32.5K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 620 $32K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 468 $24.2K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 382 $19.7K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 345 $17.8K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 325 $16.8K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 320 $16.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 313 $16.2K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 200 $10.3K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 170 $8.77K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 156 $8.05K <0.01% 0 13F-HR Timeline Group Quattro Advisors LLC More: the full row for Quattro Advisors LLC 106 $5.48K <0.01% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 103 $5.32K <0.01% -13 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 40 $2.06K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4 $206 <0.01% new 13F-HR Timeline