BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 492,792 $40.3M <0.01% -326,537 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 403,170 $33M 4.76% +68,223 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 323,605 $26.5M 0.01% +14,007 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 281,718 $23.1M 4.68% +21,814 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 200,742 $16.4M 0.01% +72,960 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 187,709 $15.4M <0.01% +22,524 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 159,004 $13M <0.01% +52,784 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 138,262 $11.4M <0.01% -94,505 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 123,096 $10.1M <0.01% -8,899 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 86,143 $7.05M 0.01% -531 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 84,645 $6.93M 1.55% -11,045 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 76,221 $6.24M 0.01% -74,576 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 56,514 $4.63M 0.83% -141 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 56,375 $4.62M 0.44% +3,737 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 51,247 $4.2M 0.45% -7,686 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 41,668 $3.41M <0.01% -4,908 13F-HR/A Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 39,430 $3.23M 0.8% +2,248 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 38,765 $3.17M 2.07% +658 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 42,672 $2.94M 1.3% -5,673 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 34,954 $2.86M 0.1% new 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 32,149 $2.63M 0.77% +876 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 31,361 $2.57M <0.01% -3,250 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 29,170 $2.39M 1.09% +333 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 25,751 $2.11M <0.01% -4,293 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 24,323 $1.99M 0.01% +3,432 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 23,894 $1.96M 0.7% +3,494 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 21,649 $1.77M <0.01% +560 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 20,187 $1.65M 0.04% -12 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 19,836 $1.62M 0.05% +2,031 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,432 $1.6M 0.04% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 19,566 $1.6M <0.01% -23,020 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 18,138 $1.48M 0.01% +1,863 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,484 $1.35M <0.01% +6,976 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 16,364 $1.34M +3,700 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,113 $1.32M 0.03% -542 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,629 $1.28M <0.01% -3,933 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,950 $1.14M <0.01% -4,270 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 12,684 $1.04M 0.83% -1,127 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 13,647 $977K 0.42% -694 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,806 $967K <0.01% +1,875 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,142 $830K 0.03% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 10,000 $819K <0.01% -20,000 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,961 $816K 0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,251 $757K <0.01% +1,372 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,209 $754K 0.03% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,887 $728K <0.01% -29,747 13F-HR/A Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,266 $677K 0.02% +6,446 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 8,258 $676K 0.01% new 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 7,883 $645K 1.46% -23,283 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,802 $639K <0.01% -579 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,594 $622K 0.04% +726 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 7,403 $606K 0.14% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 6,983 $572K 0.34% -977 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 6,609 $541K 0.46% -145 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,577 $538K <0.01% +832 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,533 $535K <0.01% -5,246 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 6,250 $506K 0.01% -2,688 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 6,154 $504K 0.31% -280 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 6,020 $493K 0.18% -21 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,963 $488K 0.01% -2,566 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 5,963 $488K 0.29% -545 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,481 $449K 0.04% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,383 $441K 0.17% -93 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,250 $430K <0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,208 $426K 0.01% +223 13F-HR Timeline Group Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 5,174 $424K 0.26% +569 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,798 $393K 0.01% -139 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,793 $392K <0.01% new 13F-HR/A Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,780 $391K 0.03% -157 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,751 $385K <0.01% +1,120 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,691 $384K <0.01% +182 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,632 $379K <0.01% 0 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,606 $377K <0.01% +380 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,486 $367K <0.01% +234 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,281 $350K 0.05% +26 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,130 $338K 0.01% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,104 $336K 0.06% -225 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,025 $330K 0.03% +1 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,872 $317K 0.17% -2,450 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,836 $314K 0.04% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,800 $314K 0.03% -3,800 13F-HR/A Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,728 $305K 0.03% -205 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,581 $293K 0.06% -493 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,409 $279K 0.03% +56 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,329 $273K <0.01% +147 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,300 $270K <0.01% +2,436 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,217 $263K 0.05% +15 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,141 $257K 0.02% -100 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,096 $253K 0.02% -307 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,065 $251K <0.01% -514 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,000 $246K <0.01% -344 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 2,984 $244K 0.01% +159 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,953 $242K <0.01% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,711 $222K 0.02% +17 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,641 $216K 0.17% new 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 2,571 $210K 0.1% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,521 $206K 0.02% -268 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,841 $201K 0.07% +341 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,000 $196K <0.01% -1,011 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,380 $195K 0.02% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,373 $194K <0.01% -224 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,155 $176K <0.01% -177 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,022 $166K 0.04% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,798 $147K <0.01% +2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,714 $140K 0.01% +10 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,646 $135K <0.01% -543 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,420 $116K 0.02% -381 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,404 $115K <0.01% -59 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,317 $108K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,000 $81.9K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 697 $57.1K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 657 $54K <0.01% -300 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 659 $54K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 658 $53.9K 0.01% +4 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 505 $41.3K <0.01% +3 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 371 $30.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 348 $28.5K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 300 $24.6K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 250 $20.5K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 248 $20.3K <0.01% 0 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 234 $19.2K 0.01% 0 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 201 $16.5K <0.01% 0 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 200 $16.4K 0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 175 $14K <0.01% new 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 100 $8.19K <0.01% new 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% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 90 $7.37K <0.01% -90 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 86 $6.17K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 68 $5.57K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 30 $2.46K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 24 $1.97K <0.01% 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4 $327 <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3 $246 <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $54 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.