BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 16,346,775 $771M 0.06% +481,456 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,239,352 $200M 0.13% +394,734 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,133,566 $101M 0.03% +50,368 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,255,731 $59.2M 0.01% -25,500 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,077,578 $50.8M 0.02% +26,065 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,024,052 $48.3M 0.64% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 959,915 $45.3M 0.01% +167,376 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 934,668 $44.1M 1.31% +16,954 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 862,097 $40.7M 0.1% +357,608 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 783,646 $37M 2.28% +57,981 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 758,206 $35.8M <0.01% -24,978 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 728,172 $34.3M <0.01% +100,931 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 593,125 $28M 0.04% +3,314 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 479,928 $22.6M 0.22% +2,899 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 476,529 $22.5M <0.01% -3,371 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 456,595 $21.5M 0.22% -4,094 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 386,572 $18.2M 0.76% +16,838 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 345,541 $16.3M 0.01% +18,514 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 326,019 $15.4M 0.02% -15,873 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 323,781 $15.3M 0.56% +3,851 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 305,656 $14.4M +5,447 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 264,833 $12.5M 0.01% +24,954 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 186,692 $8.8M 4.1% +8,460 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 166,720 $7.86M <0.01% +201 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 145,004 $6.84M 0.04% +4,087 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 134,479 $6.34M 0.05% +4,528 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 99,894 $4.71M <0.01% +10,862 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 95,372 $4.5M 0.2% -1,613 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 94,487 $4.46M 0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 92,636 $4.37M 0.01% +116 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 92,351 $4.36M 0.37% +7,080 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 91,826 $4.33M 0.07% +5,705 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 90,964 $4.29M 0.05% +1,049 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 80,754 $3.81M 0.07% +2,684 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 76,024 $3.59M <0.01% -12,915 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 73,079 $3.45M 0.12% +12,742 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 69,613 $3.28M <0.01% -16,080 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 68,368 $3.22M 0.17% -147 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 64,274 $3.03M 0.23% +7,092 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 62,990 $2.97M 0.22% +5,291 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 61,563 $2.9M 1.23% -15,883 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 58,247 $2.75M 0.05% -27,571 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 57,505 $2.71M 0.05% +1,820 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 55,312 $2.61M 0.14% +5,892 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 49,514 $2.34M 0.01% +2,958 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 45,766 $2.16M 0.02% +1,400 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 45,348 $2.14M 0.07% -2,825 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 45,062 $2.13M 0.01% +6 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 43,882 $2.07M 0.66% +29,303 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 36,964 $1.74M 0.02% +432 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 34,687 $1.64M 0.45% -991 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 34,223 $1.61M 0.53% -649 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 33,358 $1.57M 0.84% 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 33,200 $1.57M <0.01% -90,334 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 33,045 $1.56M <0.01% -458 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 32,941 $1.55M <0.01% +3,068 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 30,718 $1.45M <0.01% +2,135 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 27,214 $1.28M 0.08% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 26,505 $1.25M 0.1% -116 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 26,082 $1.23M 0.82% -235 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 25,542 $1.2M <0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,994 $1.18M <0.01% -304 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 23,116 $1.09M 1.2% -7 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 22,873 $1.08M 0.02% 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 22,660 $1.07M 0.02% +1,093 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 22,646 $1.07M <0.01% -13,392 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 21,788 $1.03M <0.01% +21,786 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 20,543 $969K 0.15% +166 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 20,469 $965K 0.02% +1,261 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 19,649 $927K 0.05% +3,269 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 19,291 $910K 0.24% +32 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,893 $891K <0.01% -360 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 18,784 $886K <0.01% -357 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 18,496 $872K 0.01% +1,632 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 17,787 $839K 0.04% -71 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,450 $825K 0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 22,000 $770K 0.01% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 16,235 $766K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,121 $760K 0.01% -4,342 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,937 $752K <0.01% +2,047 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 15,874 $749K 0.01% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,487 $730K 0.01% -1,667 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 15,469 $730K -291 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,457 $729K 0.01% +929 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,316 $722K 0.02% 0 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 14,744 $695K 0.01% -806 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 14,168 $668K 0.39% -775 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,929 $657K <0.01% -10,540 13F-HR Timeline Group Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 13,834 $652K 0.41% +4,541 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,681 $645K <0.01% -11,570 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,595 $641K 0.05% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 12,600 $594K 0.07% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,345 $582K 0.05% -3 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 12,259 $578K 0.17% -275 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 12,250 $578K 0.11% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 12,109 $571K 0.15% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 12,051 $568K 0.05% -2,258 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 11,677 $551K 0.54% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,529 $544K 0.01% +5,536 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 11,400 $538K 0.3% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,285 $532K 0.01% +784 13F-HR/A Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 11,148 $526K 0.07% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 11,038 $521K 0.04% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,829 $511K <0.01% -237 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 10,825 $511K <0.01% 13F-HR/A Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 10,646 $502K <0.01% -66 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 10,590 $499K 0.04% -761 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 10,500 $495K 0.07% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,357 $488K <0.01% +758 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,283 $485K 0.02% +33 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,244 $483K 0.01% -2,628 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 10,229 $482K 0.21% -695 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,008 $472K <0.01% +96 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,980 $471K 0.03% +3 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,895 $467K 0.01% -791 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 9,874 $466K 0.11% +50 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,386 $443K <0.01% 0 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,040 $426K 0.07% +1,311 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,944 $422K <0.01% new 13F-HR Timeline Group Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,750 $413K 0.29% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,519 $402K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,344 $394K <0.01% -591 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,985 $377K <0.01% new 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 7,780 $367K <0.01% +1,133 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 7,552 $358K 0.28% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,496 $352K <0.01% new 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 7,381 $348K 0.16% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,325 $345K 0.03% -220 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,882 $325K <0.01% -159 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,826 $322K <0.01% +55 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,678 $315K 0.02% -415 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 6,224 $294K 0.15% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 6,118 $289K 0.04% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,112 $288K 0.02% -5,014 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,033 $285K 0.02% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,021 $284K <0.01% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,000 $283K 0.02% +45 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,938 $233K 0.03% +48 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,866 $229K 0.06% -885 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,769 $225K <0.01% +188 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,610 $217K 0.1% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,457 $210K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,428 $209K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,913 $185K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,816 $133K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,752 $130K <0.01% -1,618 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,307 $109K <0.01% +489 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,268 $107K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,229 $105K <0.01% +1,154 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,763 $83.1K 0.05% 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,721 $81.2K <0.01% +848 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,663 $78K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,200 $56.6K 0.02% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,100 $51.9K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,087 $51.3K 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 1,080 $50.9K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,073 $50.6K <0.01% -90 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,062 $50.1K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 903 $42.6K <0.01% +3 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 737 $34.8K <0.01% +210 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 717 $33.8K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 642 $30.3K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 500 $23.6K <0.01% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 483 $22.8K 0.01% 13F-HR/A Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 431 $20.3K <0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 360 $17K 0.01% +3 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 352 $16.6K <0.01% -450 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 323 $15.2K <0.01% -17 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 315 $15K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 202 $9.53K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 173 $8.16K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 155 $7.31K <0.01% -6,038 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 151 $7.12K <0.01% -1,766 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 130 $6.13K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 54 $2.54K <0.01% +1 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 45 $2.12K <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4 $189 <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2 $74 <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $57 <0.01% 0 13F-HR Timeline Group 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.