BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,325,174 $73.9M <0.01% -55,456 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,207,933 $38.4M 0.02% -15,533 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 832,911 $26.5M 0.01% +61,891 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 533,937 $17M <0.01% +62,672 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 490,983 $15.6M <0.01% +12,796 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 395,271 $12.6M 0.58% +18,336 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 352,703 $11.2M <0.01% +4,121 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 190,107 $6.04M <0.01% +31,609 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 149,033 $4.73M <0.01% +41,186 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 94,561 $3M <0.01% -19,400 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 92,750 $2.95M <0.01% -1,716 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 85,081 $2.7M 0.01% +15,740 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 84,553 $2.69M <0.01% +166 13F-HR Timeline Group Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 81,658 $2.59M 0.78% +36,332 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 71,954 $2.29M <0.01% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 70,523 $2.24M 0.49% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 61,669 $1.96M 0.04% new 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 43,928 $1.4M 0.5% +286 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 42,082 $1.34M 0.19% 0 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 42,393 $1.3M 0.6% +1,611 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 40,403 $1.28M <0.01% -3,468 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 40,218 $1.28M <0.01% -8,302 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 38,273 $1.22M <0.01% +1,247 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 31,885 $1.01M 0.13% -277 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 30,481 $968K <0.01% +11,908 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 30,000 $953K 0.08% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 28,307 $899K <0.01% +10,121 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 27,916 $887K 0.74% new 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 26,713 $849K 0.4% +2,803 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 24,943 $792K <0.01% -1,575 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 24,923 $792K 0.13% +54 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,384 $775K <0.01% +5,578 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 22,953 $729K <0.01% +10,355 13F-HR Timeline Group Wealth High Governance Asset Management… More: the full row for Wealth High Governance Asset Management Ltda. 21,500 $683K 0.07% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,264 $676K 0.01% -482 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 17,000 $540K 0.1% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,191 $483K <0.01% -183 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 14,846 $472K 0.03% +4,676 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 14,192 $451K 0.02% -761 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,078 $447K <0.01% -2,243 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,718 $436K <0.01% +1,016 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 13,512 $429K <0.01% -2,534 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 13,370 $425K <0.01% +302 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 13,282 $422K <0.01% new 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 12,463 $396K 0.02% 0 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 11,038 $351K 0.13% -938 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,462 $301K 0.01% -2,091 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 8,667 $275K 0.01% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,610 $274K 0.01% -1,866 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,136 $258K <0.01% -195 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,895 $251K <0.01% -4,966 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 7,664 $243K 0.09% +690 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 6,935 $220K 0.08% 0 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 6,510 $207K 0.08% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,694 $149K <0.01% -865 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,183 $133K <0.01% -197 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,718 $86.3K <0.01% +1,319 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,199 $69.9K 0.04% -1,036 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,518 $48.2K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,444 $45.9K <0.01% -2 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,200 $38.1K <0.01% -452 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 952 $30.2K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 950 $30.2K <0.01% -150 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 856 $27.2K <0.01% +819 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 722 $22.8K <0.01% +325 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 694 $22K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 669 $21.3K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 601 $19.1K 0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 530 $16.8K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 410 $13K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 368 $11.7K <0.01% +95 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 318 $10.1K <0.01% -90 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 300 $9.53K 0.01% -174 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 296 $9.42K <0.01% 0 13F-HR/A Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 294 $9.34K 0.01% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 294 $9.33K 0.01% +1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 245 $7.78K <0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 221 $7.02K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 215 $6.83K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 213 $6.77K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 155 $4.92K <0.01% -13 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 151 $4.8K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 150 $4.77K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 133 $4.22K <0.01% -62 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 130 $4.13K <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. 129 $4.1K <0.01% +82 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 101 $3K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 75 $2.38K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 75 $2.38K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 70 $2.22K <0.01% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 70 $2.22K <0.01% +8 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 67 $2.13K <0.01% -4 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 65 $2.06K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 60 $1.91K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 60 $1.91K <0.01% -30 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 56 $1.78K <0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 44 $1.4K <0.01% new 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 39 $1.24K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 36 $1.14K <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. 33 $1.05K <0.01% +29 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 27 $858 <0.01% -28 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 21 $668 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 18 $572 <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 16 $508 <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 15 $478 <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 12 $381 <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 11 $349 <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6 $191 <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6 $191 <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3 $95 <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2 $65 <0.01% -1 13F-HR Timeline Group