BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 18,215,949 $840M 0.08% +2,307,993 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,230,428 $149M 0.13% +654,325 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,771,835 $81.7M 0.03% +190,989 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 1,270,591 $58.6M 6.62% -557 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,220,940 $56.3M +269,649 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 917,706 $42.3M 0.01% +408,498 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 796,279 $36.7M <0.01% -51,759 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 750,540 $34.6M 0.07% -52,314 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 738,357 $34M 1.35% +58,129 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 716,755 $33M <0.01% +171,435 13F-HR/A Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 494,886 $22.8M 1.75% +8,053 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 441,292 $20.3M 0.91% -13,291 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 369,128 $17M <0.01% -1,762 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 364,622 $16.8M 0.02% +300,489 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 335,364 $15.5M 0.75% +23,412 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 324,490 $15M 0.02% -8,852 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 299,004 $13.8M 0.18% -13,073 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 250,100 $11.5M 0.27% +35,162 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 234,224 $10.8M 0.95% +8,910 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 215,625 $9.94M 0.12% +28,506 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 212,183 $9.78M <0.01% -113,452 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 208,083 $9.59M <0.01% -14,376 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 192,829 $8.89M 0.02% +17,135 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 157,260 $7.25M <0.01% 13F-HR/A Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 154,347 $7.12M 0.7% +14,208 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 153,507 $7.08M 3.75% -6,238 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 151,527 $6.99M 0.05% +4,274 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 150,234 $6.93M 0.02% +129,735 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 148,961 $6.87M <0.01% +58,373 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 128,152 $5.91M 0.06% +51,628 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 101,508 $4.68M 0.01% -2,689 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 98,037 $4.52M 0.01% -3,452 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 97,894 $4.51M 0.01% +17,059 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 83,853 $3.87M 0.06% -15,205 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 83,191 $3.84M 0.07% +4,139 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 75,349 $3.47M 0.02% -3,407 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 67,983 $3.13M 0.42% +9,133 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 67,695 $3.12M 0.21% +8,316 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 67,254 $3.1M 1.71% +9,795 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 66,440 $3.06M 0.01% -18,885 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 65,868 $3.04M 0.07% +13,721 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 64,725 $2.98M 0.08% +62,855 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 61,099 $2.82M 0.02% -68,914 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 53,507 $2.47M 1.29% -288 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 49,505 $2.28M 0.09% -10,764 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 47,966 $2.21M 0.2% +239 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 45,558 $2.1M 0.01% +20,267 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 40,212 $1.85M <0.01% +35,462 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 38,398 $1.77M 0.07% +17,726 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 37,016 $1.71M 0.86% -9,391 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 35,008 $1.61M 0.05% +6,551 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 34,654 $1.6M 0.04% +29,368 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 33,552 $1.55M 0.12% -435 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 33,334 $1.54M 0.01% +8,378 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 32,240 $1.49M <0.01% -2,354 13F-HR/A Timeline Group FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 31,755 $1.46M 0.02% -5,995 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 29,593 $1.36M 0.02% -850 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 28,840 $1.33M 0.02% +10,172 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 28,339 $1.31M 0.99% -2,405 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 28,243 $1.3M 0.45% +7,631 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 28,082 $1.29M <0.01% +27,782 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 28,065 $1.29M 0.02% +232 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 27,911 $1.29M 0.12% -3,259 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 25,433 $1.17M 0.38% -42,478 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 24,907 $1.15M 0.36% -16,043 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 24,274 $1.12M 0.03% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 23,078 $1.06M <0.01% -2,681 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 20,603 $950K 0.2% +1,727 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 19,576 $902K <0.01% -1,475 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 19,152 $883K 0.03% +1,449 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,143 $790K <0.01% +7,182 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 16,605 $765K 0.02% +2,386 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 16,541 $764K 0.01% +321 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 16,390 $756K 0.02% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 16,355 $754K 0.03% -81 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 16,316 $752K 0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,884 $732K <0.01% -17 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 15,664 $722K 0.5% 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 15,470 $713K 0.49% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 15,240 $703K 0.02% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 15,057 $694K 0.06% +1,490 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 14,421 $665K 0.08% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,001 $645K 0.01% -14,001 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 13,650 $629K 0.05% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 13,600 $627K 0.08% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,546 $624K <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,215 $609K <0.01% -4,262 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,833 $592K 0.06% +1,320 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 12,075 $557K 0.07% -14,644 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 11,971 $552K 0.06% -147 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 11,715 $540K 0.33% -3,265 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 11,676 $538K 0.05% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 10,663 $492K <0.01% +2,800 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 10,608 $489K 0.01% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 10,500 $484K 0.07% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 10,311 $475K 0.04% -70 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 10,250 $473K 0.21% 0 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 10,108 $466K 0.05% -49 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,010 $461K <0.01% -344 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 10,000 $461K <0.01% new 13F-HR Timeline Group Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 9,874 $455K 0.17% new 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 9,855 $454K 0.01% +4,078 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,781 $451K 0.08% +89 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,719 $448K 0.01% +87 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,080 $419K 0.01% +667 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,758 $404K 0.03% +23 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,750 $403K 0.32% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,640 $398K 0.02% +1,829 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 8,521 $393K 0.01% -818 13F-HR Timeline Group Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 8,146 $376K 0.13% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,805 $360K 0.04% new 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 7,668 $353K 0.03% +70 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 7,566 $349K 0.15% -118 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,515 $346K 0.03% -40 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,398 $341K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 7,398 $341K <0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,233 $333K 0.02% +191 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 6,890 $318K 0.18% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,766 $312K <0.01% +49 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,737 $311K <0.01% -324 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 6,705 $309K <0.01% -6,563 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 6,691 $306K 0.05% +259 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,528 $301K 0.01% +2,133 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,518 $300K 0.05% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 6,246 $288K 0.02% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,223 $287K 0.01% +21 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,204 $286K 0.01% +1,120 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,193 $285K <0.01% 0 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,100 $281K <0.01% -116,100 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,996 $276K <0.01% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,996 $276K 0.11% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,925 $273K 0.01% -61 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 5,600 $258K <0.01% 0 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,851 $223K <0.01% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,732 $218K 0.13% -108 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,563 $210K <0.01% +296 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,557 $210K 0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,270 $151K <0.01% +108 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,256 $150K <0.01% +2,340 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,243 $148K 0.15% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,052 $141K 0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,620 $121K 0.02% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,591 $119K 0.01% -3,897 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,927 $88.8K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,825 $84.1K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,688 $77.8K <0.01% +666 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,663 $77K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,549 $71.4K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,477 $68.1K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,272 $58.6K <0.01% 0 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,263 $58.2K 0.02% +11 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,200 $55.3K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,125 $51.9K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,100 $50.7K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,080 $49.6K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 894 $41.2K <0.01% +3 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 699 $32.2K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 680 $31.3K 0.01% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 676 $31.2K 0.03% 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 660 $30K <0.01% 0 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 525 $24.2K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 500 $23.1K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 437 $20.1K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 418 $19.3K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 384 $17.7K <0.01% new 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 315 $15K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 200 $9.22K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 173 $7.97K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 130 $5.99K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 52 $2.4K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 50 $2.31K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 41 $1.9K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4 $185 <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.