BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 15,967,468 $630M 0.05% +1,489,192 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 13,442,573 $531M 0.14% +1,162,524 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,552,172 $496M 0.03% +620,973 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,851,476 $310M 0.06% +1,624,955 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,573,083 $299M 0.18% +173,126 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,753,478 $227M 0.07% +726,028 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 5,011,150 $198M 0.13% +310,000 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,603,974 $142M +386,013 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,516,446 $139M 0.56% -32,372 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,022,125 $119M 0.13% +44,777 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,822,537 $111M 0.83% +186,909 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,554,196 $101M 0.02% +357,674 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,399,831 $94.7M 0.03% +1,360,339 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,362,996 $93.7M 1.61% +360,996 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,181,802 $86.1M 6.98% -210,219 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,166,552 $85.5M 1.18% -20,006 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,143,575 $84.6M 0.02% +215,541 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,689,273 $69.6M 2.24% +60,489 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. 1,635,846 $64.6M 1.17% +150,764 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,540,805 $60.8M 6.76% -543,821 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,538,447 $60.7M 1.09% +1,430,052 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,108,323 $43.8M 0.24% +32,357 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,079,697 $42.6M 2.92% +32,322 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,056,800 $41.7M 2.25% -456 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,044,352 $41.2M 0.06% +51,363 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,000,618 $39.5M 3.08% +18,628 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 916,635 $36.2M 0.17% +89,483 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 838,190 $33.1M 0.05% +24,939 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 631,653 $24.9M 0.21% -3,397 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 585,147 $23.1M 7.94% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 575,489 $22.7M 0.02% -18,147 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 542,434 $21.4M 1.16% +264 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 530,264 $20.9M 1.18% +99,210 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 529,732 $20.9M 0.05% -366,421 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 528,167 $20.9M 0.39% -865,880 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 528,153 $20.9M 0.04% +77,148 13F-HR Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 511,439 $20.2M +153,798 Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 468,187 $19.6M 2.43% +19,550 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 476,720 $18.8M 0.23% +38,754 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 474,117 $18.7M 1.62% +71,764 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 466,127 $18.4M 3.22% -27,252 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 453,010 $17.9M 5.36% +67,871 13F-HR/A Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 450,707 $17.8M 4.76% +87,080 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 429,047 $16.9M 1.53% +4,057 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 420,502 $16.6M 6.01% +1,865 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 412,251 $16.3M <0.01% +331,561 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 393,200 $15.5M 0.01% -44,500 13F-HR Timeline Group Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 391,553 $15.5M 7.3% +47,474 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 365,534 $14.4M 0.04% +20,463 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 360,315 $14.2M 0.18% -20,937 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 352,701 $13.9M 2.12% -3,775 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 342,792 $13.5M 0.01% +35,304 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 340,300 $13.4M 0.17% +5,819 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 330,290 $12.8M 0.01% +182,802 13F-HR Timeline Group Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 320,901 $12.7M 6.28% +308,661 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 317,483 $12.5M 0.02% +21,408 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 316,363 $12.5M 0.01% +155,183 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 301,693 $11.9M 1.75% +38,921 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 268,567 $10.6M 0.4% +20,796 13F-HR/A Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 262,945 $10.4M 1.45% new 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 260,626 $10.3M 3.52% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 248,988 $9.83M 0.37% +11,111 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 247,065 $9.75M 2.19% +8,091 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 234,151 $9.24M 0.07% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 229,338 $9.05M 0.1% +34,736 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 228,303 $9.01M 0.4% +14,628 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 225,352 $8.9M 4.95% -1,559 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 214,962 $8.56M 0.02% +10,904 13F-HR Timeline KICKSTAND VENTURES, LLC. 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More: the full row for Clarity Asset Management, Inc. 186,548 $7.36M 3.73% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 173,014 $7.23M 0.47% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 167,702 $6.62M 0.32% +14,564 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 163,714 $6.46M <0.01% -3,572 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 161,756 $6.39M 0.84% +86,655 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 158,180 $6.24M 1.07% -7,758 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 155,650 $6.15M 0.27% +8,229 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 151,964 $6M 0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 150,826 $5.82M <0.01% +1,636 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 145,702 $5.75M 0.03% -8,342 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 137,987 $5.45M 0.05% +11,254 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 136,165 $5.38M 3.88% +22,643 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 135,980 $5.37M 0.78% -14,529 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 134,919 $5.33M 2.14% +8,306 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 129,460 $5.11M 0.95% -344,819 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 128,069 $5.06M 0.32% +4,122 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 124,360 $4.91M 0.53% -45,040 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 120,635 $4.76M 0.61% +11,495 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 112,692 $4.45M 0.87% -124,067 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 108,082 $4.27M 1.62% +2,277 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 106,930 $4.21M 0.03% +16,693 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 100,841 $3.98M 0.2% +8,415 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 100,192 $3.96M 0.81% +1,674 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 99,565 $3.93M 0.03% +31,904 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 95,747 $3.78M +26,882 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 95,391 $3.77M 0.01% +21,171 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 93,237 $3.68M 0.11% -4,595 13F-HR/A Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 92,203 $3.64M 0.53% +22,770 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 85,235 $3.38M 0.03% -2,859 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 84,119 $3.32M 0.32% +3,780 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 83,920 $3.31M 1.3% +6,802 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 83,732 $3.31M 0.24% +812 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 83,632 $3.3M 2.22% +3,313 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 82,701 $3.27M 1.32% +735 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 80,851 $3.19M 0.44% +4,110 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 80,403 $3.17M 2.4% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 77,582 $3.06M 0.51% +41,031 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 76,518 $3.02M 1.71% -271 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 76,459 $3.02M 0.42% -1,301 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 74,952 $2.96M 1.57% +4,126 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 72,786 $2.87M 0.07% -93,401 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 71,319 $2.82M 0.2% +5,966 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 70,965 $2.8M 1.07% +4,297 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 70,830 $2.8M 0.74% +9,510 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 68,775 $2.72M <0.01% -58,923 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 65,952 $2.6M 0.24% -336 13F-HR Timeline Group Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 62,074 $2.45M 1.2% +10,669 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 61,474 $2.43M 0.14% new 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 59,575 $2.35M 1.13% +23,954 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 57,463 $2.27M <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 54,975 $2.17M 0.01% +8,276 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 54,756 $2.16M 0.26% +5,212 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 51,107 $2.02M 0.01% +3,890 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 50,044 $1.98M 0.04% +2,005 13F-HR Timeline Group J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 48,051 $1.9M 0.81% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 47,377 $1.87M 0.04% +22,179 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 47,029 $1.86M 0.05% +7,091 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 46,090 $1.82M 0.02% +9,565 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 43,813 $1.73M 0.03% +982 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 42,947 $1.7M 0.74% +1,262 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 42,806 $1.69M 1.17% -2,284 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 42,599 $1.68M 0.11% -955 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 42,235 $1.67M 0.01% -1,371 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 39,311 $1.55M 0.84% -17,910 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 38,844 $1.53M 0.04% +243 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 37,754 $1.49M <0.01% +16,220 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 37,300 $1.47M 0.98% +6,078 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 37,198 $1.47M 0.01% +6,768 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 37,177 $1.47M 0.02% -606 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 37,101 $1.46M 0.08% +5,736 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 36,640 $1.45M 0.88% +551 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 34,826 $1.37M <0.01% +5,509 13F-HR Timeline Group Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 34,324 $1.36M 1.75% +5,521 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 34,001 $1.34M 1.13% +3,830 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 33,706 $1.33M 0.16% -13,141 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 31,374 $1.24M 0.04% +5,439 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 31,333 $1.24M 0.7% -31,548 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 30,812 $1.22M 0.01% +784 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 29,488 $1.16M <0.01% +12,372 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 28,613 $1.13M 0.01% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 28,606 $1.13M 0.19% +10,101 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 26,684 $1.05M 0.01% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 26,564 $1.05M <0.01% +7,442 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 24,233 $957K 0.04% +6,600 13F-HR Timeline MATHER GROUP, LLC. 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