BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 313,602 $74M 0.01% +9,899 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 219,855 $51.9M <0.01% +98,022 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 171,378 $40.4M 0.16% -6,223 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 114,359 $27M 0.06% -11,283 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 102,626 $24.2M 0.04% -3,516 13F-HR Timeline Group Systelligence, LLC More: the full row for Systelligence, LLC 72,824 $17.2M 3.27% new 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 66,964 $15.8M 1.7% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 65,314 $15.4M <0.01% +487 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 65,159 $15.4M <0.01% +543 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 63,932 $15.1M <0.01% -507 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 42,829 $10.1M +112 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 42,319 $9.99M <0.01% +973 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 42,154 $9.95M 0.08% -22,066 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 38,361 $9.79M 0.46% +14,612 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 40,996 $9.67M 1.84% +3 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 40,438 $9.54M 0.02% -199 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 37,520 $8.85M 0.01% -662 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 34,811 $8.22M -6,036 Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 34,567 $8.16M 0.03% +386 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 33,642 $7.94M 0.05% -33,015 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 33,562 $7.92M 0.84% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 33,189 $7.83M 1.2% -4,022 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 30,185 $7.12M 0.02% -2,268 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 27,920 $6.59M 0.01% -1,269 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 25,905 $6.11M 0.4% -472 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 24,113 $5.76M 0.89% +20,800 13F-HR/A Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 22,652 $5.35M 0.87% -770 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 21,249 $5.01M 0.01% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 20,299 $4.79M <0.01% +4,535 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 19,624 $4.63M 0.11% +1,497 13F-HR Timeline Brandywine Asset Management, Inc. More: the full row for Brandywine Asset Management, Inc. 18,524 $4.48M 3.15% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 18,862 $4.45M 0.03% -4,847 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 17,152 $4.25M 0.9% -367 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 17,885 $4.22M <0.01% +96 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 17,181 $4.05M 0.04% -559 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 16,654 $3.93M 0.58% +457 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 15,829 $3.74M 1.62% +363 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 14,619 $3.45M 0.02% +1,160 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 14,081 $3.32M +350 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,692 $3.23M 0.02% +9,374 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,248 $3.13M <0.01% -621 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11,982 $2.83M 0.21% +884 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 11,911 $2.81M 0.03% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,734 $2.77M <0.01% -1,995 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,675 $2.76M 0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,361 $2.68M 0.04% -118 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10,951 $2.58M 1.06% -84 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,736 $2.53M 0.03% +222 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 10,509 $2.48M 0.51% -472 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,372 $2.45M 0.01% -45 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 10,033 $2.37M 1.04% -616 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,729 $2.3M <0.01% new 13F-HR Timeline Group NYL Investors LLC More: the full row for NYL Investors LLC 9,482 $2.24M 0.76% +4,171 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,433 $2.23M 0.03% +1 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,380 $2.21M 0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,296 $2.19M <0.01% -8,361 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 9,190 $2.17M 0.07% -93 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,429 $1.99M <0.01% +4,660 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. 8,221 $1.94M 0.04% -471 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,029 $1.89M <0.01% +28 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 7,893 $1.86M <0.01% -2,232 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,875 $1.86M 0.01% -92 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,027 $1.66M 0.06% -367 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,556 $1.55M <0.01% +406 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,182 $1.46M <0.01% -1,199 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 6,122 $1.45M 0.79% +357 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,641 $1.33M 0.06% -2,830 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 5,453 $1.29M 0.06% -1,925 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,303 $1.25M 0.01% -112 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,909 $1.16M 0.13% +104 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,867 $1.15M 0.1% +337 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,508 $1.06M <0.01% -1,854 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 4,195 $990K 0.29% -254 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,062 $959K <0.01% +715 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,999 $944K <0.01% 0 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 3,830 $911K 0.03% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 3,724 $879K <0.01% +1,952 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,724 $879K <0.01% -279 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,715 $877K <0.01% +44 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,669 $866K 0.06% +242 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,536 $834K 0.01% +2 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 3,511 $829K 0.41% -30 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,998 $759K 0.02% +7 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,199 $755K <0.01% +225 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,194 $754K 0.63% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,000 $708K <0.01% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,937 $693K 0.29% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,921 $689K 0.01% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,777 $655K 0.48% -4 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,631 $621K 0.01% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,578 $608K +217 Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,502 $590K 0.01% -1,199 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,399 $566K 0.01% 0 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 2,249 $531K 0.46% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,190 $517K 0.06% +466 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 2,165 $511K 0.03% +6 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,033 $480K <0.01% +101 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,026 $478K 0.01% +5 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,021 $477K 0.02% +356 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 1,874 $442K 0.15% -151 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,814 $428K 0.19% -251 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,781 $420K 0.01% +199 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,690 $399K 0.27% new 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,675 $395K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,585 $391K <0.01% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,651 $390K 0.02% new 13F-HR/A Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,645 $388K 0.19% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,600 $378K 0.35% 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,587 $375K 0.02% -49 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,561 $368K 0.11% -3 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,558 $368K <0.01% +515 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,558 $368K <0.01% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,538 $363K 0.04% 0 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 1,416 $334K <0.01% -1 13F-HR Timeline Group Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 1,375 $324K 0.32% +1 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,373 $324K 0.01% -224 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,323 $312K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,321 $312K <0.01% +43 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,313 $310K <0.01% +1 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,300 $307K <0.01% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,300 $307K 0.17% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,296 $303K <0.01% 0 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,250 $295K 0.07% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,208 $285K 0.08% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,142 $270K 0.03% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,132 $267K 0.01% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,130 $267K 0.04% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,123 $265K 0.09% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,115 $263K 0.01% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,093 $258K 0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,092 $258K <0.01% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,089 $257K 0.01% -337 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,026 $254K 0.09% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,058 $250K <0.01% -2,817 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,055 $249K <0.01% +3 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,054 $249K <0.01% +121 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,019 $240K 0.02% +256 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,007 $238K <0.01% -968 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,003 $237K 0.09% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 941 $222K 0.11% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 928 $219K 0.01% +49 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 891 $210K <0.01% +91 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 884 $209K 0.05% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 867 $205K 0.15% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 864 $204K 0.02% -19 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 827 $195K <0.01% +2 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 776 $183K 0.11% 0 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 742 $175K 0.03% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 654 $154K <0.01% 0 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 620 $146K 0.05% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 603 $142K <0.01% +141 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 592 $140K <0.01% +103 13F-HR Timeline City State Bank More: the full row for City State Bank 536 $126K 0.03% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 500 $118K 0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 497 $117K 0.01% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 482 $114K 0.04% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 416 $98.2K 0.04% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 361 $85.2K <0.01% +156 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 300 $70.8K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 277 $65.4K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 267 $63K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 232 $54.8K <0.01% +4 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 200 $47.2K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 151 $35.7K <0.01% +1 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 143 $33.7K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 135 $31.9K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 115 $27.2K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 112 $26.4K <0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 102 $24.1K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 96 $22.7K <0.01% -51 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 79 $18.6K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MidFirst Bank More: the full row for MidFirst Bank 75 $17.7K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 72 $17K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 60 $14.2K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 57 $13.5K 0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 48 $11.3K 0.01% 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 45 $10.6K 0.01% 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 40 $9.82K 0.01% 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 40 $9.44K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 25 $5.9K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 24 $5.66K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 19 $4.53K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14 $3.3K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 14 $3.3K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 13 $3.07K <0.01% -1 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 9 $2.12K <0.01% -6 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 5 $1.18K <0.01% new 13F-HR Timeline Group BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 4 $944 <0.01% 0 13F-HR Timeline