MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 838,852 $35.8M <0.01% -14,080 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 718,349 $30.7M <0.01% +6,991 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 618,696 $26.4M 0.01% -17,545 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 458,226 $19.6M +1,706 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 414,436 $17.7M <0.01% +25,948 13F-HR Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 272,599 $11.8M 7.26% +3,123 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 229,022 $9.78M 0.23% +18,578 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 214,407 $9.16M 0.18% -548 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 194,245 $8.29M <0.01% +6,792 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 154,929 $6.62M <0.01% +864 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 142,168 $6.07M 0.58% -961 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 117,788 $5.03M <0.01% -1,519 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 110,375 $4.71M 0.01% +18,525 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 99,300 $4.24M <0.01% +3,352 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 88,295 $3.78M 0.01% -9,707 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 77,720 $3.32M 0.01% +5,114 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 69,545 $2.97M <0.01% -892 13F-HR Timeline Group Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 66,825 $2.85M 0.64% +107 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 63,599 $2.72M 1.23% +1,655 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 52,008 $2.22M <0.01% -16,560 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 51,811 $2.21M <0.01% +8,655 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 50,921 $2.17M 0.01% +2,518 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 47,972 $2.05M 0.9% +464 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 46,831 $2M 0.23% -959 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 39,669 $1.69M 0.01% +3,324 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 38,859 $1.66M 0.01% +593 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 35,639 $1.52M <0.01% +3,115 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 35,248 $1.5M 0.45% +266 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 34,106 $1.46M 0.03% +1,272 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 34,025 $1.45M <0.01% -1,938 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 30,240 $1.29M <0.01% -23,339 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 30,068 $1.28M 0.06% +1,765 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 24,906 $1.06M 0.1% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 24,440 $1.05M 0.19% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 24,522 $1.05M <0.01% +1,363 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 23,210 $991K 0.09% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 22,519 $962K 0.95% +918 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 22,492 $960K 0.23% -15 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,574 $921K <0.01% -16,274 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 20,535 $877K 0.63% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 19,915 $850K 0.13% +1,297 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 19,915 $850K 0.03% +997 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 19,608 $837K 0.44% +186 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,673 $797K <0.01% +7,976 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 18,122 $772K 0.02% 0 13F-HR/A Timeline Manske Wealth Management More: the full row for Manske Wealth Management 14,776 $631K 0.19% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,430 $616K <0.01% -196 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,201 $606K <0.01% +4 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,767 $588K <0.01% +717 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,204 $564K <0.01% -179 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,612 $539K <0.01% +945 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 12,450 $532K 0.32% +355 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 12,085 $516K 0.04% +741 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,086 $516K 0.02% -420 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 11,298 $482K 0.09% -91 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,921 $466K 0.02% +96 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 10,850 $463K 0.13% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,850 $463K 0.01% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,803 $461K <0.01% +1,039 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,608 $453K 0.09% -420 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,394 $444K <0.01% +3,334 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,160 $434K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 9,696 $414K <0.01% -1,517 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,592 $410K <0.01% +29 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 9,193 $393K <0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,101 $389K <0.01% +379 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,511 $363K <0.01% new 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 8,063 $344K 0.01% -2,044 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,925 $338K <0.01% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,560 $323K 0.02% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,458 $318K 0.06% -367 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,270 $310K 0.05% -72 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 7,146 $305K 0.08% +1,756 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 6,973 $298K 0.19% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,745 $288K <0.01% +5,345 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 6,675 $285K 0.17% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 6,654 $284K 0.13% +13 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,437 $275K <0.01% 0 13F-HR/A Timeline Group Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,350 $271K 0.11% +423 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,305 $269K 0.01% +55 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,900 $252K <0.01% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,799 $248K 0.06% +57 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,793 $247K <0.01% -328 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 5,730 $245K 0.07% -258 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 5,657 $242K 0.11% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 5,430 $232K 0.02% -547 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 5,381 $229K 0.07% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,200 $222K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,006 $214K 0.01% -84 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,983 $213K <0.01% -1,272 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,866 $208K 0.11% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,778 $204K <0.01% +3 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 4,732 $202K 0.15% new 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/ 3,850 $164K <0.01% +100 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,814 $163K <0.01% +1,090 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,723 $159K 0.02% -67 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,018 $129K <0.01% +29 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,907 $124K 0.02% -93 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,735 $117K 0.02% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,351 $100K 0.02% +1,102 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,060 $88K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,993 $85.1K <0.01% -140 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,408 $60.1K <0.01% +2 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,070 $46K <0.01% +373 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 890 $38K <0.01% +8 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 830 $35.4K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 800 $34.2K 0.02% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 750 $32K <0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 742 $31.7K <0.01% +7 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 731 $31.1K <0.01% -25 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 700 $29.9K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 603 $25.8K <0.01% -114 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 600 $25.6K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 555 $23.7K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 525 $22.4K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 455 $19K <0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 433 $18.5K <0.01% +13 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 359 $15.3K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 352 $15K <0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 300 $12.8K <0.01% 0 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 281 $12K <0.01% +3 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 260 $11.1K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 258 $11K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 250 $10.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 217 $9.27K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 198 $8.46K <0.01% -151 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 178 $7.6K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 170 $7.26K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 161 $6.88K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 155 $6.62K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 140 $5.98K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 116 $4.95K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 65 $2.78K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 50 $2.13K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 50 $2.13K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 47 $2.01K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 18 $769 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10 $426 <0.01% new 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) 8 $342 <0.01% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0 $13 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.