BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 819,329 $62.6M 0.01% +228,857 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 334,947 $25.6M 3.73% -6,718 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 309,598 $23.6M 0.01% +3,891 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 259,904 $19.8M 4.3% 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 232,767 $17.8M <0.01% -17,525 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 165,185 $12.6M <0.01% -19,085 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 150,797 $11.5M 0.02% +13,915 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 131,995 $10.1M <0.01% 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 127,782 $9.76M <0.01% -15,014 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 106,220 $8.11M <0.01% -10,303 13F-HR Timeline Group Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 95,690 $7.31M 1.55% +540 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 86,674 $6.62M 0.01% +285 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 58,933 $4.5M 0.5% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 56,655 $4.33M 0.75% +3,062 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 52,638 $4.02M 0.62% +2,101 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 52,638 $4.02M 0.52% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 48,345 $3.86M 1.63% -5,215 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 46,576 $3.56M <0.01% -21,153 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 42,586 $3.25M <0.01% -1,860 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 38,634 $2.95M <0.01% new 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 38,107 $2.91M 1.91% +486 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 37,182 $2.84M 0.67% -724 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 34,611 $2.64M 0.01% +17 13F-HR Timeline Group BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 31,273 $2.39M 0.63% -685 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 31,166 $2.38M 5.08% -4,371 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,044 $2.29M 0.01% -77,569 13F-HR/A Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 30,000 $2.29M <0.01% +20,000 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 28,837 $2.2M 0.98% -232 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 21,817 $1.67M 0.17% -948 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 21,089 $1.61M <0.01% -483 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,891 $1.6M 0.01% +201 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 20,400 $1.56M 0.4% -816 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 20,199 $1.54M 0.03% -154 13F-HR Timeline Group SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 19,881 $1.52M 0.37% -1,270 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,562 $1.49M <0.01% +10,551 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,220 $1.39M <0.01% +711 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,805 $1.36M 0.04% -4,030 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,655 $1.27M 0.03% -583 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 16,275 $1.24M 0.01% -5,599 13F-HR Timeline Group Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 14,341 $1.17M 0.54% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 13,811 $1.05M 1.01% 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,664 $967K <0.01% -641 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,779 $899K <0.01% -2,307 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,931 $758K <0.01% +6,185 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,508 $726K <0.01% +499 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,938 $700K 0.01% -1,857 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,381 $680K <0.01% +2,379 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,529 $651K 0.01% +210 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 7,960 $608K 0.36% -60 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,879 $602K <0.01% -1,802 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,600 $580K 0.04% +3,800 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 7,403 $565K 0.12% -5,115 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,868 $524K 0.03% +2,900 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 6,754 $516K 0.41% +311 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 6,512 $497K 0.01% +15 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 6,508 $497K 0.28% -3,122 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 6,434 $491K 0.3% +61 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,322 $483K 0.26% +2,768 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 6,041 $461K 0.17% -10 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,745 $439K <0.01% -228 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 5,481 $419K 0.03% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,476 $418K 0.16% +29 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,250 $401K <0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,985 $381K 0.01% -207 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,937 $377K 0.03% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 4,937 $377K <0.01% +1,333 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,632 $354K <0.01% -55 13F-HR Timeline Group Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 4,605 $352K 0.22% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,509 $344K <0.01% -4,180 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 4,393 $335K 0.02% -4 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,329 $331K 0.06% -1,567 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,255 $325K 0.05% -67 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,252 $325K <0.01% 0 13F-HR/A Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,226 $323K <0.01% -338 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,011 $319K <0.01% new 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,074 $311K 0.07% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,024 $307K 0.03% +279 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,933 $300K 0.03% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,892 $297K <0.01% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,725 $284K 0.01% +300 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,669 $280K <0.01% -13,072 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,631 $277K <0.01% +61 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,579 $273K <0.01% +538 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,403 $260K 0.02% +14 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,353 $256K 0.03% +416 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,344 $255K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,241 $247K 0.02% +1,826 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,202 $244K 0.05% -11 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,182 $243K <0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,825 $216K 0.01% +5 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,811 $215K <0.01% -1,217 13F-HR/A Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,789 $213K 0.02% -285 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,500 $207K 0.07% -184 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,694 $206K 0.02% +16 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,597 $198K <0.01% -678 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,380 $182K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,332 $178K <0.01% -3,012 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,189 $167K <0.01% +732 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 2,022 $154K 0.04% 0 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) 1,820 $139K <0.01% -1,544 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,801 $138K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,796 $137K <0.01% +6 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,704 $130K 0.01% +9 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,463 $112K <0.01% new 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 1,307 $103K 0.08% -37,563 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,317 $101K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,000 $76.4K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 957 $73K <0.01% -100 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 864 $66K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 672 $51.3K 0.02% -621 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 659 $50.3K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 654 $49.9K 0.01% +4 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 545 $41.6K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 502 $38.3K <0.01% +3 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 441 $33K 0.03% -620 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 431 $32.9K <0.01% +2 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 371 $28.3K <0.01% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 348 $26.6K <0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 316 $24.2K <0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 300 $22.9K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 250 $19.1K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 248 $18.9K <0.01% 0 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 234 $17.9K 0.01% 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 201 $15.3K <0.01% new 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 200 $15.3K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 180 $13.7K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 146 $11.5K 0.01% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 104 $7.94K <0.01% +18 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 86 $7.17K <0.01% -25 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 68 $5.19K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 50 $3.82K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 28 $2.14K <0.01% +8 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 20 $1.53K <0.01% 0 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4 $305 <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3 $229 <0.01% 13F-HR Timeline 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.