BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 51,255,902 $6.24B 0.45% +17,473,802 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,211,465 $1.24B 1.36% -317,906 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,657,734 $1.05B 0.06% -164,298 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 8,174,197 $995M 0.27% +494,747 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,783,889 $582M 1.4% -4,101 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,750,545 $578M +756,387 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,229,899 $515M 0.1% +245,413 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,975,571 $484M 0.11% -56,191 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,545,177 $432M 2.42% +364,951 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,491,303 $425M 0.29% -1,288 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,437,994 $419M -563,046 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,109,784 $379M 0.12% +149,478 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,781,940 $339M 2.32% -137,582 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,027,559 $247M 8.35% -79,459 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,984,206 $242M 0.32% -187,978 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,940,619 $236M 0.32% -42,374 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,825,441 $222M 0.24% -5,756 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,583,087 $193M 0.44% -26,983 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,542,662 $188M 0.11% +107,407 13F-HR Timeline Group JABODON PT CO More: the full row for JABODON PT CO 1,459,482 $178M 23.51% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,408,011 $171M 0.25% -160,948 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,172,129 $144M 0.17% -33,705 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,148,943 $140M 0.54% +177,537 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,094,697 $133M 0.02% +111,287 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,053,250 $128M 9.25% -17,154 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,012,262 $123M 0.17% -14,103 13F-HR/A Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 975,229 $119M -5,853 Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 956,277 $116M 0.8% -200,502 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 918,998 $112M 0.06% +13,528 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 863,428 $105M 0.74% +72,486 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 829,764 $101M 0.15% +188,695 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 754,908 $91.9M -31,416 Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 721,331 $87.8M 4.89% +49,931 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 673,006 $81.9M 0.33% -3,801 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 667,565 $81.3M 0.01% -123,560 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 659,713 $80.3M 20.26% +15,390 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 633,842 $77.2M 7.54% -4,582 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 625,669 $76.2M 14.47% -3,922 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 621,420 $75.7M 0.8% -885 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 594,100 $72.3M 0.11% +589,500 13F-HR Timeline Group 93 Financial Group, LLC More: the full row for 93 Financial Group, LLC 591,744 $72M 31.37% 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 582,273 $70.9M 5.35% -41,469 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 579,537 $70.6M 0.01% +41,637 13F-HR/A Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 548,919 $66.8M 0.84% -14,622 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 538,486 $65.6M 2.59% -3,596 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 529,869 $64.5M 6% -10,000 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 519,106 $63.2M 24.77% -7,639 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 577,945 $63M 0.12% +48,997 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 510,720 $62.2M 2.59% +23,880 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 492,572 $60M 0.69% -161 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 477,053 $58.1M 3.72% +26,736 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 455,472 $55.5M 0.11% -35,299 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 433,652 $52.8M 0.22% +426,508 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 429,683 $52.3M 1.35% +18,573 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 422,415 $51.4M 0.06% -36,643 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 412,627 $50.2M 5.09% -39,585 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 367,716 $44.8M 11.09% -29,052 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 364,923 $44.4M 0.55% -7,940 13F-HR Timeline Group 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 364,780 $44.4M 0.01% -11,323 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 364,671 $44.4M 0.08% +67,245 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 359,871 $44.1M 0.06% -3,851 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 359,438 $43.8M 0.24% -29,135 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 357,676 $43.5M 0.17% -19,712 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 354,319 $43.1M 0.16% +9,153 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 346,230 $42.2M 0.1% +27,169 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 339,048 $41.3M 3.09% -10,388 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 329,560 $40.1M 2.44% +19,273 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 322,564 $39.3M 4.05% -12,423 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 301,550 $36.7M 1.58% +2,825 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 299,787 $36.5M +20,394 Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 292,807 $35.6M 12.35% -18,151 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 289,724 $35.3M 2.22% +3,927 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 288,172 $35.1M 0.01% -8,375 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 281,588 $34.3M 0.21% +18,013 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 273,676 $33.3M 0.66% +43,231 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 268,429 $32.9M 0.98% new 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 265,300 $32.3M 7% +249,123 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 264,062 $32.1M 3.57% +2,805 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 256,890 $31.3M 0.59% +28,747 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 248,090 $30.2M 0.01% +2,757 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 243,195 $29.6M 0.14% +67,512 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 240,652 $29.3M 0.62% +33,874 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 230,015 $28M 4.04% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 229,063 $27.9M 0.07% +14,913 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 227,962 $27.8M 7.7% -954 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 224,998 $27.4M 0.05% +214,551 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 223,600 $27.2M 0.23% +20,340 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 223,090 $27.2M 0.13% 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 218,301 $26.6M 2.15% -3,917 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 212,420 $25.9M 0.08% -17,184 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 208,274 $25.4M 0.41% -1,634 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 205,495 $25M 0.13% +2,764 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 201,944 $24.6M 4.69% -1,049 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 199,958 $24.3M 4.83% -1,046 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 198,784 $24.2M 4.51% -6,622 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 197,068 $24M 10.91% -1,827 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 193,440 $23.6M 8.57% +13,753 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 193,068 $23.5M 0.42% +53,542 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 177,810 $21.6M 0.02% -7,422 13F-HR Timeline Group YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 175,023 $21.3M 9.16% +7,074 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 170,656 $20.8M 0.63% +27,325 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 169,760 $20.7M 17.41% 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 169,328 $20.6M 0.13% +143 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 164,778 $20.1M 0.18% +27,724 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 161,087 $19.6M 0.07% -17,827 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 166,672 $19.6M 0.45% -7,762 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 160,762 $19.6M 0.23% +32,093 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 159,448 $19.4M 0.16% +62,623 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 157,288 $19.1M 0.56% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 156,518 $19.1M 0.03% +277 13F-HR Timeline Group DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 150,820 $18.4M 0.89% -8,850 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 145,351 $17.7M 2.73% +18,495 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 135,701 $16.5M 0.05% -7,496 13F-HR/A Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 135,497 $16.5M 0.54% +1,397 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 131,598 $16M 1.35% +10,342 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 130,682 $15.9M 6.89% -1,434 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 130,676 $15.9M 0.03% +29,424 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 130,168 $15.8M 0.08% +6,461 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 128,915 $15.7M 1.44% -906 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 126,731 $15.4M 4.31% -2,220 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 121,824 $14.8M 2.91% -1,324 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 121,604 $14.8M 0.01% -1,001 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 121,294 $14.8M 0.68% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 120,350 $14.7M 0.73% +2,426 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 116,042 $14.1M 4.2% +3,395 13F-HR/A Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 115,590 $14M 2.29% 0 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 107,868 $13.1M 0.02% new 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 106,237 $12.9M 0.26% -992 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 105,092 $12.8M 0.01% +55,919 13F-HR Timeline Group Livet Wealth, LLC More: the full row for Livet Wealth, LLC 104,286 $12.7M 7.82% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 104,134 $12.7M 0.11% -98 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 103,311 $12.6M 0.27% -15,945 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 99,763 $12.1M 0.25% -63,495 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 97,306 $11.9M 0.45% +7,891 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 96,766 $11.8M <0.01% +22,937 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 94,332 $11.5M 0.06% +6,386 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 92,500 $11.3M 0.06% +3,737 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 91,866 $11.2M 3.11% +6,698 13F-HR Timeline Brandywine Asset Management, Inc. More: the full row for Brandywine Asset Management, Inc. 95,215 $11.1M 7.82% 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 90,935 $11.1M 0.27% -4,972 13F-HR Timeline Group Base Wealth Management LLC More: the full row for Base Wealth Management LLC 89,817 $10.9M 5.89% +4,658 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 89,576 $10.9M 0.02% -1,418 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 87,474 $10.7M 0.2% -8,641 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 86,044 $10.5M +31,751 Timeline World Investment Advisors More: the full row for World Investment Advisors 84,279 $10.3M 0.17% +52,850 13F-HR/A Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 84,092 $10.2M 0.94% +32,874 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 83,338 $10.1M 5.68% +342 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 82,751 $10.1M 4.28% -21,798 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 82,648 $10.1M 0.08% 13F-HR/A Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 80,384 $9.79M 4.88% -266 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 80,311 $9.78M 0.58% +6,826 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 78,676 $9.58M 4.31% -186 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 78,371 $9.54M 0.36% +62,966 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 77,578 $9.42M 1.45% +76,640 13F-HR/A Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 76,027 $9.26M 0.76% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 75,155 $9.15M 3.56% -6,006 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 73,853 $8.99M 0.32% -8,212 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 71,744 $8.73M 4.98% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 71,005 $8.64M <0.01% +63,668 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 70,717 $8.61M 1.58% +5,412 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 69,581 $8.47M 0.15% +2,880 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 68,057 $8.29M 0.96% +295 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 65,558 $7.98M 11.62% -100,153 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 64,364 $7.84M 0.23% +345 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 64,138 $7.81M 6.86% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 63,991 $7.79M 0.06% +6,396 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 63,774 $7.76M 0.07% +14,596 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 62,981 $7.67M 0.78% -1,942 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 62,340 $7.59M 3.29% +34,633 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 61,791 $7.52M 0.64% +49,091 13F-HR/A Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 61,178 $7.45M 5.63% +19 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 61,152 $7.45M 0.01% +2,223 13F-HR Timeline Group Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 59,567 $7.25M 3.35% +2,101 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 59,465 $7.24M 1.27% +3,211 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 59,421 $7.23M 0.02% -12,388 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 59,310 $7.22M 1.36% -278 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 58,926 $7.17M 0.16% -2,719 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 58,534 $7.13M 0.04% -953 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 57,816 $7.04M 0.1% +592 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 57,615 $7.01M <0.01% +6,960 13F-HR/A Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 57,295 $6.98M 0.76% +2,472 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 57,030 $6.94M 0.5% +1,794 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 53,071 $6.47M 2.78% +899 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 52,672 $6.41M 1.35% +2,136 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 52,611 $6.41M 3.65% +1,236 13F-HR Timeline Crumly & Associates Inc. 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