BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 487,942 $36.3M <0.01% -4,850 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 428,795 $31.9M 4.37% +25,625 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 291,300 $21.7M <0.01% -32,305 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 277,526 $20.7M <0.01% +89,817 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 244,243 $18.2M 3.42% -37,475 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 180,603 $13.5M <0.01% -20,139 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 121,003 $9.01M <0.01% -2,093 13F-HR Timeline Group Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 114,096 $8.61M 3.4% +100,449 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 81,407 $6.06M 0.01% -4,736 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 69,305 $5.16M <0.01% -89,699 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 66,079 $4.92M 0.01% -10,142 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 58,112 $4.33M 0.68% +1,598 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 53,706 $4M 0.39% +2,459 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 50,682 $3.77M 0.32% -5,693 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50,256 $3.74M <0.01% +40,256 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 40,327 $3.03M 1.08% -2,345 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 40,406 $3.01M 0.69% +976 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 34,954 $2.86M 0.1% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 38,421 $2.86M 1.83% -344 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 36,405 $2.71M 1.31% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 36,374 $2.71M <0.01% -5,294 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 31,446 $2.34M <0.01% +85 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 28,695 $2.14M <0.01% +13,066 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 27,645 $2.06M 0.84% -1,525 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 25,672 $1.91M <0.01% -112,590 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 23,169 $1.73M 0.02% new 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 23,119 $1.72M 0.84% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 22,815 $1.7M <0.01% -2,936 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 21,035 $1.57M <0.01% -614 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,368 $1.52M 0.03% +936 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 20,156 $1.5M 0.03% -31 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 19,911 $1.48M 0.04% +75 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,451 $1.45M <0.01% +2,967 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 19,258 $1.43M 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 17,692 $1.32M 0.01% -446 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 16,575 $1.23M <0.01% +7,324 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 16,505 $1.23M <0.01% -3,061 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 15,475 $1.15M -889 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,876 $1.11M 0.02% -1,237 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,739 $949K <0.01% -1,211 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,757 $898K <0.01% -49 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,936 $815K <0.01% +2,049 13F-HR Timeline Group Claris Financial LLC More: the full row for Claris Financial LLC 10,915 $813K 0.61% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 10,205 $760K 0.52% -2,479 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,939 $740K 0.01% -22 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 8,258 $615K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,898 $588K 0.04% +304 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,814 $582K 0.03% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,307 $544K 0.02% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 7,144 $532K 0.29% +161 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,797 $506K <0.01% +547 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,605 $492K <0.01% +28 13F-HR Timeline Group Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 6,257 $466K 0.4% -352 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 6,115 $455K 0.26% -39 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 5,905 $440K 0.14% -115 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,786 $431K <0.01% +1,095 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 5,690 $424K 0.23% -273 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 5,656 $421K 0.24% +482 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,627 $419K <0.01% -18,696 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,383 $401K 0.15% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,242 $392K <0.01% +491 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 5,208 $388K 0.03% -273 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,045 $376K <0.01% -205 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,023 $374K <0.01% -2,779 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,016 $374K <0.01% +410 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,645 $346K 0.01% -563 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,246 $316K <0.01% -547 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 4,235 $315K <0.01% -251 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,172 $311K <0.01% -460 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,035 $308K <0.01% +1,082 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,021 $306K 0.02% new 13F-HR/A Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,038 $301K 0.06% -66 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) 3,910 $291K 0.01% -4,356 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,800 $283K 0.02% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,423 $255K <0.01% +94 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,336 $248K 0.03% -500 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,300 $246K <0.01% +1,654 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,142 $234K 0.02% +1 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,066 $228K 0.03% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,016 $225K 0.01% -80 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,000 $223K <0.01% 0 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,000 $223K 0.11% -872 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,991 $223K 0.01% +7 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,948 $220K <0.01% -52 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,876 $214K <0.01% -189 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,499 $186K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,450 $182K <0.01% -850 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,028 $151K <0.01% -127 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,022 $151K 0.04% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,805 $134K <0.01% +7 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,724 $128K 0.01% +10 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,414 $105K <0.01% +10 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,350 $101K <0.01% -1,023 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,317 $98.1K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,000 $74.5K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 750 $57.3K 0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 662 $49.3K 0.01% +4 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 659 $49.1K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 508 $37.9K <0.01% +3 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 500 $37.2K <0.01% -920 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 457 $34K <0.01% -200 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 422 $31.4K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 372 $27.7K <0.01% +1 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 354 $26.4K 0.01% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 353 $26.3K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 348 $25.9K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 300 $22.3K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 259 $19.3K <0.01% +155 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 250 $18.6K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 248 $18.5K <0.01% 0 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 234 $17.4K 0.01% 0 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 226 $17K <0.01% -9,916 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 201 $15K <0.01% 0 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 200 $14.9K 0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 175 $13K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 103 $7.67K <0.01% +17 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 90 $6.7K <0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 75 $5.59K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 68 $5.07K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 30 $2.23K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 30 $2.23K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 8 $596 <0.01% 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4 $298 <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3 $223 <0.01% 0 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 $74 <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.